| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
37 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
34 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
29 |
| Bank Of America Corp /de/ |
28 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
28 |
| Citadel Advisors Llc |
28 |
| BlackRock, Inc. |
28 |
| Morgan Stanley |
28 |
| Jpmorgan Chase & Co |
27 |
| UBS Group AG |
27 |
| Royal Bank Of Canada |
27 |
| Tower Research Capital LLC (TRC) |
26 |
| Citigroup Inc |
26 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
26 |
| Vanguard Group Inc |
26 |
| Deutsche Bank Ag\ |
26 |
| Wells Fargo & Company/mn |
26 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
25 |
| Bank of New York Mellon Corp |
25 |
| Barclays Plc |
25 |
| Renaissance Technologies Llc |
25 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
25 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
25 |
| Goldman Sachs Group Inc |
25 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
25 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
25 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
25 |
| Susquehanna International Group, Llp |
24 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
24 |
| Parametric Portfolio Associates Llc |
24 |
| Pnc Financial Services Group, Inc. |
24 |
| Northern Trust Corp |
24 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
24 |
| State Street Corp |
23 |
| Dimensional Fund Advisors Lp |
23 |
| Jane Street Group, Llc |
23 |
| Credit Suisse Ag/ |
23 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
23 |
| Ameriprise Financial Inc |
23 |
| Millennium Management Llc |
23 |
| Geode Capital Management, Llc |
23 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
23 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
22 |
| IFP Advisors, Inc |
22 |
| Proequities, Inc. |
22 |
| Two Sigma Investments, Lp |
22 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
22 |
| Two Sigma Advisers, Lp |
22 |
| Fmr Llc |
22 |
| Group One Trading, L.p. |
21 |
| Invesco Ltd. |
21 |
| Gsa Capital Partners Llp |
21 |
| Bessemer Group Inc |
21 |
| Alliancebernstein L.p. |
21 |
| Strs Ohio |
21 |
| Manufacturers Life Insurance Company, The |
21 |
| Bank Of Montreal /can/ |
21 |
| Aqr Capital Management Llc |
21 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
21 |
| Simplex Trading, Llc |
21 |
| Federated Hermes, Inc. |
21 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
21 |
| Rhumbline Advisers |
21 |
| California Public Employees Retirement System |
20 |
| D. E. Shaw & Co., Inc. |
20 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
20 |
| Charles Schwab Investment Management Inc |
20 |
| SG Americas Securities, LLC |
20 |
| Prelude Capital Management, Llc |
20 |
| Bnp Paribas Arbitrage, Sa |
20 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
20 |
| Envestnet Asset Management Inc |
20 |
| Verition Fund Management LLC |
20 |
| Quadrant Capital Group Llc |
20 |
| Ladenburg Thalmann Financial Services Inc |
19 |
| Jefferies Group LLC |
19 |
| Panagora Asset Management Inc |
19 |
| Us Bancorp \de\ |
19 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
19 |
| Cubist Systematic Strategies, LLC |
19 |
| Ubs Asset Management Americas Inc |
19 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
19 |
| Creative Planning |
19 |
| California State Teachers Retirement System |
19 |
| Glenmede Trust Co Na |
19 |
| Pacer Advisors, Inc. |
19 |
| Fifth Third Bancorp |
19 |
| Engineers Gate Manager LP |
19 |
| Quantbot Technologies LP |
19 |
| Marshall Wace, Llp |
19 |
| New York State Common Retirement Fund |
19 |
| American International Group, Inc. |
19 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
19 |
| Ubs Ag |
19 |
| Walleye Trading LLC |
19 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
19 |
| Parallax Volatility Advisers, L.P. |
19 |
| Prudential Financial Inc |
18 |
| First Trust Advisors Lp |
18 |
| Arrowstreet Capital, Limited Partnership |
18 |
| Landscape Capital Management, L.l.c. |
18 |
| American Century Companies Inc |
18 |
| Swiss National Bank |
18 |
| Metropolitan Life Insurance Co/ny |
18 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
18 |
| Hsbc Holdings Plc |
18 |
| Teacher Retirement System Of Texas |
18 |
| Paloma Partners Management Co |
18 |
| Great West Life Assurance Co /can/ |
18 |
| Macquarie Group Ltd |
18 |
| Neuberger Berman Group LLC |
18 |
| Trexquant Investment LP |
18 |
| Huntington National Bank |
18 |
| Bridgeway Capital Management Inc |
18 |
| Squarepoint Ops LLC |
18 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
18 |
| Connor, Clark & Lunn Investment Management Ltd. |
17 |
| Nationwide Fund Advisors |
17 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
17 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
17 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
17 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
17 |
| Gotham Asset Management, LLC |
17 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
17 |
| Tudor Investment Corp Et Al |
17 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
17 |
| Wolverine Trading, Llc |
17 |
| ProShare Advisors LLC |
17 |
| Public Employees Retirement System Of Ohio |
17 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
17 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
17 |
| Legal & General Group Plc |
17 |
| Gabelli Funds Llc |
17 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
17 |
| Sei Investments Co |
17 |
| PDT Partners, LLC |
17 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
17 |
| Virtu Financial LLC |
17 |
| Canada Pension Plan Investment Board |
17 |
| BlackRock Institutional Trust Company, N.A. |
17 |
| Principal Financial Group Inc |
17 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
17 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
17 |
| Allianz Asset Management GmbH |
17 |
| Cutler Group LP |
17 |
| Victory Capital Management Inc |
17 |
| Acadian Asset Management Llc |
17 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
17 |
| Russell Investments Group, Ltd. |
17 |
| Voya Investment Management Llc |
17 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
16 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
16 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
16 |
| Balyasny Asset Management Llc |
16 |
| Comerica Bank |
16 |
| A.R.T. Advisors, LLC |
16 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
16 |
| First Horizon Advisors, Inc. |
16 |
| Russell Frank Co/ |
16 |
| Norges Bank |
16 |
| Advisory Services Network, LLC |
16 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
16 |
| Dynamic Technology Lab Private Ltd |
16 |
| Franklin Resources Inc |
16 |
| State Board Of Administration Of Florida Retirement System |
16 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
16 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
16 |
| BlackRock Group LTD |
16 |
| BlackRock Fund Advisors |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
16 |
| LPL Financial LLC |
16 |
| BlackRock Advisors LLC |
16 |
| Schonfeld Strategic Advisors LLC |
16 |
| Two Sigma Securities, Llc |
16 |
| BlackRock Investment Management, LLC |
16 |
| Algert Global Llc |
16 |
| Teachers Advisors, Llc |
16 |
| Tiaa Cref Investment Management Llc |
16 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
16 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
16 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
16 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
16 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
16 |
| Price T Rowe Associates Inc /md/ |
16 |
| Los Angeles Capital Management Llc |
16 |
| Raymond James & Associates |
16 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
15 |
| Nuveen Asset Management, LLC |
15 |
| Kcg Holdings, Inc. |
15 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
15 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
15 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
15 |
| Parallel Advisors, LLC |
15 |
| Driehaus Capital Management Llc |
15 |
| PEAK6 Investments, L.P. |
15 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
15 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
15 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
15 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
15 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
15 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
15 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
15 |
| Laurion Capital Management LP |
15 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
15 |
| Hrt Financial Lp |
15 |
| Nisa Investment Advisors, Llc |
15 |
| Point72 Asset Management, L.P. |
15 |
| State Of Wisconsin Investment Board |
15 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
15 |
| Blackrock Corporate High Yield Fund, Inc. |
15 |
| Winton Capital Group Ltd |
15 |
| Wellington Management Group Llp |
15 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
15 |
| Signaturefd, Llc |
15 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
15 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
15 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
15 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
15 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
15 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
15 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
15 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
15 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
15 |
| Guggenheim Capital Llc |
15 |
| O'shaughnessy Asset Management, Llc |
14 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
14 |
| HighTower Advisors, LLC |
14 |
| Gamco Investors, Inc. Et Al |
14 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
14 |
| Lazard Asset Management Llc |
14 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
14 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
14 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
14 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
14 |
| Nomura Holdings Inc |
14 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
14 |
| EverSource Wealth Advisors, LLC |
14 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
14 |
| Advisor Group Holdings, Inc. |
14 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
14 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
14 |
| Janus Henderson Group Plc |
14 |
| Principal Funds Inc |
14 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
14 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
14 |
| Managed Account Advisors Llc |
14 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
14 |
| Marshall Wace North America L.P. |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
14 |
| Oxford Asset Management Llp |
14 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
14 |
| NEXT Financial Group, Inc |
14 |
| Stifel Financial Corp |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
14 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
14 |
| Ameritas Investment Partners, Inc. |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
14 |
| Campbell & CO Investment Adviser LLC |
14 |
| Graham Capital Management, L.P. |
13 |
| Highbridge Capital Management Llc |
13 |
| Aperio Group, LLC |
13 |
| Northwestern Mutual Wealth Management Co |
13 |
| Capital Fund Management S.a. |
13 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
13 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
13 |
| PEAK6 Investments LLC |
13 |
| Walleye Capital LLC |
13 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
13 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
13 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
13 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
13 |
| PENN SERIES FUNDS INC - International Equity Fund |
13 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
13 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
13 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
13 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
13 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
13 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
13 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
13 |
| Vantagepoint Funds |
13 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
13 |
| Blackrock Ltd Duration Income Trust |
13 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
13 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
13 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
13 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
13 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
13 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
13 |
| Schroder Investment Management Group |
13 |
| College Retirement Equities Fund |
13 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
13 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
13 |
| Advisor Group, Inc. |
13 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
13 |
| Advanced Series Trust - Ast High Yield Portfolio |
13 |
| Axa S.a. |
13 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
13 |
| Boston Private Wealth Llc |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
13 |
| M&t Bank Corp |
13 |
| Credit Agricole S A |
13 |
| Point72 Hong Kong Ltd |
13 |
| Putnam Investments Llc |
13 |
| Jacobs Levy Equity Management, Inc |
13 |
| Capstone Investment Advisors, Llc |
13 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
13 |
| Rafferty Asset Management, LLC |
13 |
| Martingale Asset Management L P |
13 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
13 |
| Vanguard Capital Management Llc |
13 |
| BlueCrest Capital Management Ltd |
13 |
| Captrust Financial Advisors |
13 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
13 |
| Meeder Asset Management Inc |
13 |
| United Services Automobile Association |
13 |
| Amalgamated Bank |
13 |
| Clear Street Markets Llc |
13 |
| Airain ltd |
13 |
| Fox Run Management, L.l.c. |
13 |
| Blair William & Co/il |
13 |
| Lsv Asset Management |
13 |
| Numeric Investors Llc |
13 |
| Vanguard World Fund |
12 |
| MASTER BOND LLC - Master Total Return Portfolio |
12 |
| Alberta Investment Management Corp |
12 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
12 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
12 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
12 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
12 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
12 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
12 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
12 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
12 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
12 |
| Cwm, Llc |
12 |
| HAP Trading, LLC |
12 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
12 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
12 |
| Mackenzie Financial Corp |
12 |
| State Farm Variable Product Trust |
12 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
12 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
12 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
12 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
12 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
12 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
12 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
12 |
| Spot Trading L.L.C |
12 |
| QS Investors, LLC |
12 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
12 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
12 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
12 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
12 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
12 |
| XTX Topco Ltd |
12 |
| Man Group plc |
12 |
| Stevens Capital Management Lp |
12 |
| Qube Research & Technologies Ltd |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
12 |
| Convergence Investment Partners, LLC |
12 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
12 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
12 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
12 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
12 |
| Tfs Capital Llc |
12 |
| Interval Partners, LP |
12 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
12 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
12 |
| Brandywine Global Investment Management, LLC |
12 |
| Blackrock Multi-sector Income Trust |
12 |
| Oppenheimer Funds Inc |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
12 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
12 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
12 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
12 |
| BlackRock Japan Co. Ltd |
12 |
| Vanguard Index Funds |
12 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
12 |
| Royce & Associates Lp |
12 |
| Jones Financial Companies Lllp |
12 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
12 |
| New York State Teachers Retirement System |
12 |
| Arizona State Retirement System |
12 |
| MetLife Securities, Inc |
12 |
| Whitebox Advisors Llc |
12 |
| Amundi Pioneer Asset Management Inc |
12 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
12 |
| Allworth Financial LP |
12 |
| Ellington Management Group Llc |
12 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
12 |
| KBC Group NV |
12 |
| State Farm Mutual Fund Trust |
12 |
| Sterling Capital Management LLC |
12 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
12 |
| Bogle Investment Management L P /de/ |
12 |
| FIL Ltd |
11 |
| Quadrature Capital Ltd |
11 |
| LMR Partners LLP |
11 |
| Massmutual Trust Co Fsb/adv |
11 |
| Loomis Sayles & Co L P |
11 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
11 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
11 |
| Nine Chapters Capital Management LLC |
11 |
| TCI Wealth Advisors, Inc. |
11 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
11 |
| Private Trust Co Na |
11 |
| Princeton Alpha Management LP |
11 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
11 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
11 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
11 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
11 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
11 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
11 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
11 |
| Moore Capital Management, Lp |
11 |
| Jump Financial, LLC |
11 |
| MAI Capital Management |
11 |
| AHL Partners LLP |
11 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
11 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
11 |
| Rockefeller Capital Management L.P. |
11 |
| XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF |
11 |
| Parkside Financial Bank & Trust |
11 |
| Forum Funds |
11 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
11 |
| Lindbrook Capital, Llc |
11 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
11 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
11 |
| J. Goldman & Co LP |
11 |
| Glassman Wealth Services |
11 |
| Blackrock Core Bond Trust |
11 |
| Versant Capital Management, Inc |
11 |
| Weiss Asset Management LP |
11 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
11 |
| WFG Advisors, LP |
11 |
| ExodusPoint Capital Management, LP |
11 |
| Ancora Advisors, LLC |
11 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
11 |
| Thrivent Financial For Lutherans |
11 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
11 |
| Blackrock Debt Strategies Fund, Inc. |
11 |
| Calamos Strategic Total Return Fund |
11 |
| Systematic Financial Management Lp |
11 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
11 |
| Northern Trust Co Of Connecticut |
11 |
| DekaBank Deutsche Girozentrale |
11 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
11 |
| GAMMA Investing LLC |
11 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
11 |
| Truist Financial Corp |
11 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
11 |
| Tiaa-cref Funds |
11 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
11 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
11 |
| Bayesian Capital Management, LP |
11 |
| Assured Investment Management LLC |
11 |
| Stratos Wealth Partners, LTD. |
11 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
11 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
11 |
| Dupont Capital Management Corp |
11 |
| Vanguard Portfolio Management Llc |
11 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
11 |
| Calamos Global Total Return Fund |
11 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
11 |
| MetLife Investment Management, LLC |
11 |
| Coatue Management Llc |
11 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
11 |
| Ronald Blue Trust, Inc. |
11 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
11 |
| GWM Advisors LLC |
11 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
11 |
| Calamos Global Dynamic Income Fund |
11 |
| Maverick Capital Ltd |
11 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
11 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
11 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
11 |
| AMP Capital Investors Ltd |
11 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
11 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
11 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
11 |
| First Quadrant L P/ca |
11 |
| Aquatic Capital Management LLC |
11 |
| Tocqueville Asset Management L.p. |
11 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
11 |
| Magnetar Financial LLC |
11 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
11 |
| AdvisorNet Financial, Inc |
11 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
11 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
11 |
| Emerald Acquisition Ltd. |
11 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
11 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
11 |
| Sei Trust Co |
11 |
| BlackRock Credit Strategies Fund |
11 |
| Jane Street Holding, LLC |
11 |
| First Mercantile Trust Co |
11 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
11 |
| National Asset Management, Inc. |
11 |
| Fuller & Thaler Asset Management, Inc. |
11 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
11 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
11 |
| Optiver Holding B.V. |
11 |
| Janney Montgomery Scott LLC |
11 |
| RidgeWorth Capital Management LLC |
11 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
11 |
| Alpine Global Management, LLC |
11 |
| Lord, Abbett & Co. Llc |
11 |
| Ground Swell Capital, LLC |
11 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
11 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
11 |
| Lombard Odier Asset Management (USA) Corp |
11 |
| DRW Securities, LLC |
10 |
| Jfs Wealth Advisors, Llc |
10 |
| Tfs Capital Investment Trust |
10 |
| Oppenheimer & Co Inc |
10 |
| Hudson Bay Capital Management LP |
10 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
10 |
| Hbk Investments L P |
10 |
| Mason Street Advisors, Llc |
10 |
| Vanguard Fiduciary Trust Co |
10 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
10 |
| Natixis Advisors, L.p. |
10 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
10 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
10 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
10 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
10 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
10 |
| Mirae Asset Global Investments Co., Ltd. |
10 |
| Alps Advisors Inc |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
10 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
10 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
10 |
| Centiva Capital, LP |
10 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
10 |
| Hussman Strategic Advisors, Inc. |
10 |
| Acrospire Investment Management LLC |
10 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
10 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
10 |
| Y-Intercept (Hong Kong) Ltd |
10 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
10 |
| Quantamental Technologies LLC |
10 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
10 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
10 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
10 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
10 |
| BNP Paribas Asset Management Holding S.A. |
10 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
10 |
| Nomura Asset Management Co Ltd |
10 |
| North Star Investment Management Corp. |
10 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
10 |
| Covestor Ltd |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
10 |
| Davidson Kempner Capital Management Lp |
10 |
| Manchester Capital Management LLC |
10 |
| Calamos Dynamic Convertible & Income Fund |
10 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
10 |
| Calamos Convertible & High Income Fund |
10 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
10 |
| Calamos Convertible Opportunities & Income Fund |
10 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
10 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
10 |
| Public Employees Retirement Association Of Colorado |
10 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
10 |
| Catalyst Capital Advisors LLC |
10 |
| Spark Investment Management LLC |
10 |
| D.a. Davidson & Co. |
10 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
10 |
| Suntrust Banks Inc |
10 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
10 |
| Global Retirement Partners, LLC |
10 |
| Farther Finance Advisors, LLC |
10 |
| Quantitative Systematic Strategies LLC |
10 |
| Benjamin F. Edwards & Company, Inc. |
10 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
10 |
| Piedmont Investment Advisors Llc |
10 |
| Teachers Retirement System Of The State Of Kentucky |
10 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
10 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
10 |
| Wolverine Asset Management Llc |
10 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
10 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
10 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
10 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
10 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
10 |
| Invesco High Income Trust Ii |
10 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
10 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
10 |
| Mariner, LLC |
10 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
10 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
10 |
| Voloridge Investment Management, Llc |
10 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
10 |
| State of Alaska, Department of Revenue |
10 |
| Raymond James Financial Services Advisors, Inc. |
10 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
10 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
10 |
| Susquehanna Fundamental Investments, Llc |
10 |
| Quantinno Capital Management LP |
10 |
| Weiss Multi-Strategy Advisers LLC |
10 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
10 |
| JustInvest LLC |
10 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
10 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
10 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
10 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
10 |
| Summit Trail Advisors, Llc |
10 |
| Alliancebernstein Global High Income Fund Inc |
10 |
| Advisors Asset Management, Inc. |
10 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
10 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
10 |
| Synovus Financial Corp |
10 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
10 |
| Hartland & Co., LLC |
10 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
10 |
| Assetmark, Inc |
10 |
| Vident Investment Advisory, LLC |
10 |
| Alambic Investment Management, L.P. |
10 |
| Allspring Global Investments Holdings, LLC |
10 |
| MUFG Americas Holdings Corp |
10 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
| Raymond James Financial Inc |
10 |
| ClariVest Asset Management LLC |
10 |
| Boothbay Fund Management, Llc |
10 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
10 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
10 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
10 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
10 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
10 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
10 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
10 |
| Caxton Associates Lp |
10 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
10 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
10 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
10 |
| SJS Investment Consulting Inc. |
10 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
10 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
10 |
| Robeco Institutional Asset Management B.V. |
10 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
10 |
| Seven Eight Capital, Lp |
10 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
10 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
10 |
| Smartleaf Asset Management LLC |
10 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
10 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
10 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
10 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
10 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
10 |
| Sofos Investments, Inc. |
10 |
| SAC Capital Advisors LP |
10 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
10 |
| Wealthspire Advisors, L.P. |
10 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
10 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
10 |
| Menta Capital Llc |
10 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
10 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
10 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
10 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| State of Tennessee, Treasury Department |
10 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
10 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
10 |
| Eaton Vance Ltd Duration Income Fund |
10 |
| Cnh Partners Llc |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
9 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
9 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
9 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
9 |
| Carlson Capital L P |
9 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
9 |
| Blackrock 2022 Global Income Opportunity Trust |
9 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
9 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
9 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
9 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
9 |
| Vident Advisory, LLC |
9 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
9 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
9 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
9 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
9 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
9 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
9 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
9 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
9 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
9 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
9 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
9 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
9 |
| Paradigm Asset Management Co Llc |
9 |
| Visium Asset Management, LP |
9 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
9 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
9 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
9 |
| Nuveen, LLC |
9 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
9 |
| Fortitude Family Office, LLC |
9 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
9 |
| Trust Co Of Vermont |
9 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
9 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
9 |
| Smithfield Trust Co |
9 |
| Larson Financial Group LLC |
9 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
9 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
9 |
| Coldstream Capital Management Inc |
9 |
| Steward Partners Investment Advisory, Llc |
9 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
9 |
| Crossmark Global Holdings, Inc. |
9 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
9 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
9 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
9 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
9 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
9 |
| Pnc Funds |
9 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
9 |
| SRS Capital Advisors, Inc. |
9 |
| Cibc World Markets Corp |
9 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
9 |
| Versor Investments LP |
9 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
9 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
9 |
| Root Financial Partners, LLC |
9 |
| Private Wealth Management Group, LLC |
9 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
9 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
9 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
9 |
| Wasatch Advisors Inc |
9 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
9 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
9 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
9 |
| Vanguard Global Advisers, LLC |
9 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
9 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
9 |
| Daiwa Securities Group Inc. |
9 |
| Employees Retirement System of Texas |
9 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
9 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
9 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
9 |
| Gradient Investments LLC |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
9 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
9 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
9 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
9 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
9 |
| PineBridge Investments, L.P. |
9 |
| Susquehanna Portfolio Strategies, LLC |
9 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
9 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
9 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
9 |
| Wipfli Financial Advisors Llc, |
9 |
| First Personal Financial Services |
9 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
9 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
9 |
| Rydex Etf Trust |
9 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
9 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
9 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
9 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
9 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
9 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
| Petrus Trust Company, LTA |
9 |
| OMERS ADMINISTRATION Corp |
9 |
| Quarry LP |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
9 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
9 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
9 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
9 |
| Stone Ridge Asset Management LLC |
9 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
9 |
| Intech Investment Management Llc |
9 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
9 |
| Ajo, Lp |
9 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
9 |
| American Portfolios Advisors |
9 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
9 |
| FNY Managed Accounts LLC |
9 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
9 |
| Turner Investments, L.p. |
9 |
| Brown Brothers Harriman & Co |
9 |
| Brevan Howard Capital Management LP |
9 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
9 |
| Washington Trust Bank |
9 |
| Essential Partners LLC |
9 |
| New England Securities Corp /MA/ |
9 |
| FNY Investment Advisers, LLC |
9 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
9 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
9 |
| Private Capital Group, LLC |
9 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
9 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
9 |
| Asset Management One Co., Ltd. |
9 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
9 |
| Proficio Capital Partners LLC |
9 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
9 |
| Gabelli Equity Series Funds Inc |
9 |
| Corebridge Financial, Inc. |
9 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
9 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
9 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
| Rothschild Investment Llc |
9 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
9 |
| Aigen Investment Management, Lp |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
9 |
| Thompson Davis & Co., Inc. |
9 |
| Fiera Capital Corp |
9 |
| Capital Advisors, Ltd. LLC |
9 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
9 |
| Diversified Trust Co |
9 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
9 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
9 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
9 |
| Bell Investment Advisors, Inc |
9 |
| Td Asset Management Inc |
9 |
| Essex Investment Management Co Llc |
9 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
9 |
| Virginia Retirement Systems Et Al |
9 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
9 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
9 |
| CIBC World Markets Inc. |
9 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
9 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
9 |
| Klp Kapitalforvaltning As |
9 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
9 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
9 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
9 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
9 |
| Dark Forest Capital Management Lp |
9 |
| Columbus Circle Investors |
9 |
| State of Wyoming |
9 |
| Police & Firemen's Retirement System of New Jersey |
9 |
| Teton Advisors, Inc. |
9 |
| Denali Advisors Llc |
9 |
| Pathstone Family Office, Llc |
9 |
| Counterpoint Mutual Funds LLC |
9 |
| Calamos Advisors LLC |
9 |
| Gilder Gagnon Howe & Co Llc |
9 |
| Amalgamated Financial Corp. |
9 |
| Alyeska Investment Group, L.P. |
9 |
| Occudo Quantitative Strategies Lp |
9 |
| Aster Capital Management (DIFC) Ltd |
9 |
| Eaton Vance Management |
9 |
| Globeflex Capital L P |
9 |
| Css Llc/il |
9 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
9 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
9 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
9 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
9 |
| GAM Holding AG |
9 |
| Quantitative Investment Management, LLC |
9 |
| Sculptor Capital LP |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
9 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
9 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
8 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
8 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
8 |
| CENTRAL TRUST Co |
8 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
8 |
| Sherbrooke Park Advisers Llc |
8 |
| Caxton Associates Llp |
8 |
| Natixis |
8 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
8 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
8 |
| EntryPoint Capital, LLC |
8 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
8 |
| Bridgewater Associates, LP |
8 |
| Banco BTG Pactual S.A. |
8 |
| 1832 Asset Management L.P. |
8 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
8 |
| Clinton Group Inc |
8 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
8 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
8 |
| Boston Partners |
8 |
| Janus Capital Management Llc |
8 |
| Texas Permanent School Fund |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
8 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
8 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
8 |
| Bank Of Nova Scotia |
8 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
8 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
8 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
8 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
8 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
8 |
| Retirement Systems of Alabama |
8 |
| Pimco Corporate & Income Opportunity Fund |
8 |
| First Republic Investment Management, Inc. |
8 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
8 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
8 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
8 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
8 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
8 |
| Private Advisor Group, LLC |
8 |
| FineMark National Bank & Trust |
8 |
| Profund Advisors Llc |
8 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
8 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
8 |
| State Of Michigan Retirement System |
8 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class |
8 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
8 |
| True Wealth Design, LLC |
8 |
| United Capital Financial Advisers, Llc |
8 |
| Schubert & Co |
8 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
8 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
8 |
| Louisiana State Employees Retirement System |
8 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
8 |
| Quent Capital, LLC |
8 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
8 |
| Sunbelt Securities, Inc. |
8 |
| Quest Partners LLC |
8 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
8 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
8 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
8 |
| XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF |
8 |
| Levin Capital Strategies, L.p. |
8 |
| Prudential Global Short Duration High Yield Fund, Inc. |
8 |
| Barings Llc |
8 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
8 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
8 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
8 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
8 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
8 |
| Ensign Peak Advisors, Inc |
8 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
8 |
| Brandes Investment Partners, Lp |
8 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
8 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
8 |
| Capital Performance Advisors Llp |
8 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
8 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
8 |
| Mercer Global Advisors Inc /adv |
8 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
8 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
8 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
8 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
8 |
| FNY Partners Fund LP |
8 |
| Empowered Funds, LLC |
8 |
| Empirical Finance, LLC |
8 |
| Cerity Partners LLC |
8 |
| Karp Capital Management Corp |
8 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
8 |
| Oregon Public Employees Retirement Fund |
8 |
| Hartford Mutual Funds Inc/ct |
8 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
8 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
8 |
| Hillsdale Investment Management Inc. |
8 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
8 |
| LS Investment Advisors, LLC |
8 |
| Sonora Investment Management, LLC |
8 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
8 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
| Timber Hill LLC |
8 |
| Clearbridge Investments, LLC |
8 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
8 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
8 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
8 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
8 |
| MBEQX - M FUND INC - M International Equity Fund |
8 |
| SBI Securities Co., Ltd. |
8 |
| Jennison Associates Llc |
8 |
| River Road Asset Management, LLC |
8 |
| Ubs Oconnor Llc |
8 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
8 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
8 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
8 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
8 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
8 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
8 |
| Oppenheimer Asset Management Inc. |
8 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
8 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
8 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
8 |
| Sigma Capital Management Llc |
8 |
| Chicago Equity Partners Llc |
8 |
| Salem Investment Counselors Inc |
8 |
| Howe & Rusling Inc |
8 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
8 |
| Leonteq Securities AG |
8 |
| Harbor Capital Advisors, Inc. |
8 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
8 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
8 |
| National Bank Of Canada /fi/ |
8 |
| RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares |
8 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
8 |
| Boston Common Asset Management, LLC |
8 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
8 |
| CIBC Private Wealth Group, LLC |
8 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
8 |
| Nordea Investment Management Ab |
8 |
| Sawtooth Solutions, LLC |
8 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
8 |
| Everence Capital Management Inc |
8 |
| Cornercap Investment Counsel Inc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
8 |
| Zacks Investment Management |
8 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
8 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
8 |
| Financial Gravity Companies, Inc. |
8 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
8 |
| Regions Financial Corp |
8 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
8 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
8 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
8 |
| Financial Architects, Inc |
8 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
8 |
| Invesco Bond Fund |
8 |
| PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
8 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
8 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
8 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
8 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
8 |
| Public Sector Pension Investment Board |
8 |
| Campbell Multi-strategy Trust |
8 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
8 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
8 |
| Eqis Capital Management, Inc. |
8 |
| New America High Income Fund Inc |
8 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
8 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
8 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
8 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
8 |
| Carroll Financial Associates, Inc. |
8 |
| Massachusetts Financial Services Co /ma/ |
8 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
8 |
| Irish Life Investment Managers Ltd. |
8 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
8 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
8 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
8 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
8 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
8 |
| Buckingham Capital Management Inc |
8 |
| Capstone Asset Management Co |
8 |
| Canyon Capital Advisors Llc |
8 |
| General Motors Investment Management Corp |
8 |
| Arden Investment Series Trust |
8 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
8 |
| BTG Pactual Global Asset Management Ltd |
8 |
| Bryn Mawr Capital Management Inc |
8 |
| Cipher Capital LP |
8 |
| Invictus RG Pte. Ltd. |
8 |
| Atria Investments Llc |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
8 |
| VANGUARD ASSET MANAGEMENT, Ltd |
8 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
8 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
8 |
| Cetera Investment Advisers |
8 |
| Great Lakes Advisors, Llc |
8 |
| Element Capital Management Llc |
8 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
8 |
| Cullen/frost Bankers, Inc. |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
8 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
8 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
8 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
8 |
| Oppenheimer Etf Trust |
8 |
| Hutchin Hill Capital, LP |
8 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
8 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
8 |
| Blackrock Credit Allocation Income Trust |
8 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
8 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
8 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
8 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
8 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
8 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
8 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
8 |
| Penserra Capital Management LLC |
8 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
8 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
8 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
8 |
| Symphony Asset Management Llc |
8 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
8 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
8 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
8 |
| SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
8 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
8 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
8 |
| Vanguard Investments Australia, Ltd. |
8 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
8 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
8 |
| Shell Asset Management Co |
8 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
8 |
| People's United Financial, Inc. |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
8 |
| NumerixS Investment Technologies Inc |
8 |
| Cornerstone Capital Management Holdings Llc. |
8 |
| Highlander Capital Management, LLC |
8 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
8 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
8 |
| Waddell & Reed Financial Inc |
8 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
8 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
8 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
8 |
| Federation des caisses Desjardins du Quebec |
8 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
8 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
8 |
| Jefferies Financial Group Inc. |
8 |
| Deere & Co |
8 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
8 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
8 |
| C M Bidwell & Associates Ltd |
8 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
8 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
8 |
| FDx Advisors, Inc. |
8 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
8 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
8 |
| Caitong International Asset Management Co., Ltd |
7 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
7 |
| Profunds - Profund Vp Ultrasmall-cap |
7 |
| Profunds - Profund Vp Small-cap |
7 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
7 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
7 |
| Ellevest, Inc. |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
7 |
| Blueshift Asset Management, LLC |
7 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
7 |
| Cresset Asset Management, LLC |
7 |
| Wealthspire Advisors, LLC |
7 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
7 |
| New York Life Investment Management Llc |
7 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
7 |
| Brant Point Investment Management Llc |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
7 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
7 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
7 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
7 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
7 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
| JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) |
7 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
7 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
7 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
7 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
7 |
| Pier Capital, LLC |
7 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
7 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
7 |
| Shelton Capital Management |
7 |
| RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
7 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
7 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
7 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
7 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
7 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
7 |
| Geduld E E |
7 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
7 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
7 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
7 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
7 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
7 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
7 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
7 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
7 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
7 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
7 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
7 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
7 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
7 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
7 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
7 |
| SECOR Capital Advisors, LP |
7 |
| Bamco Inc /ny/ |
7 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
7 |
| Mutual Of America Capital Management Llc |
7 |
| Peak6 Llc |
7 |
| Ing Groep Nv |
7 |
| Thompson Siegel & Walmsley Llc |
7 |
| Rational Advisors Llc |
7 |
| First New York Securities Llc /ny |
7 |
| Lmcg Investments, Llc |
7 |
| Polar Asset Management Partners Inc. |
7 |
| CoreCap Advisors, LLC |
7 |
| Pinnacle Summer Investments, Inc. |
7 |
| Ameritas Advisory Services, LLC |
7 |
| Transamerica Financial Advisors, Inc. |
7 |
| Steward Financial Group LLC |
7 |
| Enterprise Financial Services Corp |
7 |
| Independent Portfolio Consultants, Inc. |
7 |
| Americafirst Capital Management, Llc |
7 |
| Guggenheim Active Allocation Fund |
7 |
| World Asset Management Inc |
7 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
7 |
| Plante Moran Financial Advisors, LLC |
7 |
| Passport Capital, LLC |
7 |
| Geneos Wealth Management Inc. |
7 |
| Keybank National Association/oh |
7 |
| GLG Partners LP |
7 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
7 |
| Empyrean Capital Partners, LP |
7 |
| Eagle Asset Management Inc |
7 |
| Commonwealth Bank Of Australia |
7 |
| Denver Investment Advisors Llc |
7 |
| Hemington Wealth Management |
7 |
| Rs Investment Management Co Llc |
7 |
| Hanseatic Management Services Inc |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
7 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
7 |
| BlackRock Capital Allocation Trust |
7 |
| Ergoteles LLC |
7 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
7 |
| Integral Derivatives, LLC |
7 |
| Municipal Employees' Retirement System of Michigan |
7 |
| Kennedy Capital Management, Inc. |
7 |
| Wealth Enhancement Advisory Services, Llc |
7 |
| Thornburg Investment Management Inc |
7 |
| Brookstone Capital Management |
7 |
| Fisher Asset Management, LLC |
7 |
| Catalyst Funds Management Pty Ltd |
7 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
7 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
7 |
| SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
7 |
| Baker Avenue Asset Management, LP |
7 |
| International Assets Investment Management, Llc |
7 |
| Mitsubishi UFJ Trust & Banking Corp |
7 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
7 |
| Jupiter Asset Management Ltd |
7 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
7 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
7 |
| Disciplined Investments, LLC |
7 |
| Valley National Advisers Inc |
7 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
7 |
| Stephens Inc /ar/ |
7 |
| Ontario Teachers Pension Plan Board |
7 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
7 |
| Mackay Shields Llc |
7 |
| James Investment Research Inc |
7 |
| Cowen Group, Inc. |
7 |
| Umb Bank N A/mo |
7 |
| Ethic Inc. |
7 |
| CR Intrinsic Investors, LLC |
7 |
| BlackRock Multi-Sector Opportunities Trust II |
7 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
7 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
7 |
| State of New Jersey Common Pension Fund D |
7 |
| Cetera Advisor Networks LLC |
7 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
7 |
| JNBA Financial Advisors |
7 |
| Point72 (DIFC) Ltd |
7 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
7 |
| Granite Investment Partners, LLC |
7 |
| Shapiro Robert N |
7 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
7 |
| National Planning Corp |
7 |
| Hancock Whitney Corp |
7 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
7 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
7 |
| Tcw Group Inc |
7 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
7 |
| Northwestern Mutual Investment Management Company, Llc |
7 |
| Absolute Return Capital, LLC |
7 |
| Pine River Capital Management L.P. |
7 |
| Skandinaviska Enskilda Banken AB (publ) |
7 |
| Bailard, Inc. |
7 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
7 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
7 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
7 |
| Quinn Opportunity Partners LLC |
7 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
7 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
7 |
| Fred Alger Management, Llc |
7 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| Point72 Asia (Singapore) Pte. Ltd. |
7 |
| Westpac Banking Corp |
7 |
| nVerses Capital, LLC |
7 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
7 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
7 |
| Pathstone Holdings, LLC |
7 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
7 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
7 |
| Wall Street Associates |
7 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
7 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
7 |
| BlueCrest Capital Management LLP |
7 |
| Skopos Labs, Inc. |
7 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
7 |
| Societe Generale |
7 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
7 |
| Principal Securities, Inc. |
7 |
| Exchange Traded Concepts, Llc |
7 |
| Summit Global Investments |
7 |
| Assenagon Asset Management S.A. |
7 |
| Sowell Financial Services LLC |
7 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
7 |
| Armistice Capital, Llc |
7 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
7 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
7 |
| Flagship Harbor Advisors, Llc |
7 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
7 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
7 |
| PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF |
7 |
| Valeo Financial Advisors, LLC |
7 |
| Palisade Capital Management Llc/nj |
7 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
7 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
7 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
7 |
| Amundi |
7 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
7 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
7 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
7 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
7 |
| Vanguard Explorer Fund |
7 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
7 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
7 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
7 |
| Pimco Income Strategy Fund |
7 |
| Profunds - Profund Vp Oil & Gas |
7 |
| Brown Advisory Inc |
7 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
7 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
7 |
| TD Waterhouse Canada Inc. |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
7 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
7 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
7 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
7 |
| Gabelli Healthcare & Wellnessrx Trust |
7 |
| Old Mutual Global Investors (UK) Ltd. |
7 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
7 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
7 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
| FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF |
7 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
7 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
7 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
7 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
7 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
7 |
| Pimco Dynamic Income Fund |
7 |
| Pimco Flexible Credit Income Fund |
7 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
7 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
7 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
7 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
7 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
7 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
7 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
7 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
7 |
| Symons Capital Management Inc |
7 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
7 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
7 |
| Stoneridge Investment Partners Llc |
7 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
7 |
| IndexIQ Advisors LLC |
7 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
7 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
7 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
7 |
| Parkwood LLC |
7 |
| Jpmorgan Trust Iii |
7 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
7 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
7 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
7 |
| Winton Diversified Opportunities Fund |
7 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
7 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
7 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
7 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
7 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
7 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
7 |
| Point72 Middle East FZE |
7 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
7 |
| Toronto Dominion Bank |
7 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
7 |
| SageView Advisory Group, LLC |
7 |
| Numerai GP LLC |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
7 |
| Soros Fund Management Llc |
7 |
| CWM Advisors, LLC |
7 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
7 |
| Diametric Capital, LP |
7 |
| Freestone Grove Partners LP |
7 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
7 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
6 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
6 |
| Wexford Capital Lp |
6 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
6 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
6 |
| Scopus Asset Management, L.p. |
6 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
6 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
6 |
| Twin Tree Management, LP |
6 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
6 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
6 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
6 |
| Riverhead Capital Management Llc |
6 |
| Mfs Multimarket Income Trust |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
6 |
| Eaton Vance Senior Floating Rate Trust |
6 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
6 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
6 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
6 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
6 |
| Invictus RG |
6 |
| Prestige Wealth Management Group LLC |
6 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
6 |
| K2 Principal Fund, L.p. |
6 |
| EverPoint Asset Management, LLC |
6 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
| Monarch Partners Asset Management LLC |
6 |
| Clearline Capital LP |
6 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
6 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
6 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
6 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
6 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
6 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
6 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
6 |
| Bare Financial Services, Inc |
6 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
6 |
| Whittier Trust Co |
6 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
6 |
| Hotchkis & Wiley Capital Management Llc |
6 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
6 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
6 |
| Financial Management Professionals, Inc. |
6 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
6 |
| PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF |
6 |
| Investors Research Corp |
6 |
| Arkadios Wealth Advisors |
6 |
| Advance Capital I Inc |
6 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
6 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
6 |
| Mazama Capital Management Inc |
6 |
| Golden State Wealth Management, LLC |
6 |
| Pimco Income Opportunity Fund |
6 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
6 |
| Reliance Trust Co Of Delaware |
6 |
| Neuberger Berman High Yield Strategies Fund Inc. |
6 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
6 |
| Westfield Capital Management Co Lp |
6 |
| Evercore Wealth Management, LLC |
6 |
| Orion Portfolio Solutions, LLC |
6 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
6 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
6 |
| Navellier & Associates Inc |
6 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
6 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
6 |
| Elite Wealth Management, Inc. |
6 |
| Ascend Capital, Llc |
6 |
| Global X Management CO LLC |
6 |
| I.g. Investment Management, Ltd. |
6 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
6 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
6 |
| Bokf, Na |
6 |
| Rotella Capital Management, Inc. |
6 |
| Robeco Schweiz AG |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
| FORA Capital, LLC |
6 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
6 |
| Belpointe Asset Management LLC |
6 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
6 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
6 |
| Chilton Investment Co Llc |
6 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
6 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
6 |
| WealthCollab, LLC |
6 |
| Commerzbank Aktiengesellschaft /fi |
6 |
| Water Island Capital Llc |
6 |
| Vestcor Inc |
6 |
| Boston Advisors Llc |
6 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
6 |
| Harbour Investments, Inc. |
6 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
6 |
| Wetherby Asset Management Inc |
6 |
| Royal London Asset Management Ltd |
6 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
6 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
6 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
6 |
| Kanaly Trust Co |
6 |
| Tucker Asset Management Llc |
6 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
6 |
| Analytic Investors, LLC |
6 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
6 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
6 |
| Leuthold Group, Llc |
6 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
6 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
6 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
6 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
6 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
6 |
| Next Century Growth Investors Llc |
6 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
6 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
6 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
6 |
| Linden Thomas Advisory Services, LLC |
6 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
6 |
| Commonwealth Equity Services, Inc |
6 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
6 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
6 |
| Financial Advocates Investment Management |
6 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
6 |
| Mangrove Partners |
6 |
| Weld Capital Management Llc |
6 |
| Hexagon Capital Partners LLC |
6 |
| Ieq Capital, Llc |
6 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
6 |
| Glg Llc |
6 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
6 |
| Hartford Investment Management Co |
6 |
| Hennessy Advisors Inc |
6 |
| Harbour Capital Advisors, LLC |
6 |
| Arlington Trust Co LLC |
6 |
| Atlas Capital Advisors Llc |
6 |
| Cambria Investment Management, L.P. |
6 |
| Global X Funds |
6 |
| Sigma Planning Corp |
6 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
6 |
| BBT Capital Management, LLC |
6 |
| Dorsey Wright & Associates |
6 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
6 |
| Agf Investments Inc. |
6 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
6 |
| Archford Capital Strategies, LLC |
6 |
| Foundry Partners, LLC |
6 |
| Commonwealth Equity Services, Llc |
6 |
| AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF |
6 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
6 |
| Cascade Investment Advisors, Inc. |
6 |
| Eaton Vance Senior Income Trust |
6 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
6 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
6 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
6 |
| Lotus Technology Management, LP |
6 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
6 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
6 |
| IHT Wealth Management, LLC |
6 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
6 |
| Barrett Asset Management, LLC |
6 |
| Sequoia Financial Advisors, LLC |
6 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
6 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
6 |
| Longfellow Investment Management Co Llc |
6 |
| Eaton Vance Floating-rate Income Trust |
6 |
| VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares |
6 |
| GV Financial Advisors |
6 |
| Cable Hill Partners, LLC |
6 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
6 |
| Man Investments Ltd |
6 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
6 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
6 |
| Wbi Investments, Inc. |
6 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
6 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
6 |
| Lighthouse Investment Partners, LLC |
6 |
| Sound Income Strategies, LLC |
6 |
| Blackstone / Gso Strategic Credit Fund |
6 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
6 |
| Tradewinds Capital Management, LLC |
6 |
| Atom Investors LP |
6 |
| ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF |
6 |
| Sciencast Management LP |
6 |
| Boston Private Bank & Trust Co |
6 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
6 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
6 |
| DAVENPORT & Co LLC |
6 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
6 |
| Adage Capital Partners Gp, L.l.c. |
6 |
| Chimera Capital Management LLC |
6 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
6 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
6 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
6 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
6 |
| Toroso Investments, LLC |
6 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
6 |
| Tyvor Capital LLC |
6 |
| Oak Ridge Investments Llc |
6 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
6 |
| Pinnacle Wealth Planning Services, Inc. |
6 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
6 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
6 |
| GW&K Investment Management, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
6 |
| Rehmann Capital Advisory Group |
6 |
| Cadence Capital Management Llc |
6 |
| Aviva Plc |
6 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
6 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
6 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
6 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
6 |
| ArrowMark Colorado Holdings LLC |
6 |
| Bowling Portfolio Management LLC |
6 |
| Wedge Capital Management L L P/nc |
6 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
6 |
| First Manhattan Co |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
6 |
| Avion Wealth |
6 |
| Berman Capital Advisors, LLC |
6 |
| Parkworth Wealth Management, Inc. |
6 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
6 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
6 |
| Placemark Investments, Inc. |
6 |
| Perigon Wealth Management, LLC |
6 |
| Cupps Capital Management, LLC |
6 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
6 |
| Regal Investment Advisors LLC |
6 |
| ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M |
6 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
6 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
6 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
6 |
| Ci Investments Inc. |
6 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
6 |
| UMA Financial Services, Inc. |
6 |
| Baird Financial Group, Inc. |
6 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
6 |
| Holocene Advisors, LP |
6 |
| Optimum Investment Advisors |
6 |
| Scout Investments, Inc. |
6 |
| Philadelphia Trust Co |
6 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
6 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
6 |
| FinTrust Capital Advisors, LLC |
6 |
| Jain Global LLC |
6 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
6 |
| Boston Trust Walden Corp |
6 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
6 |
| Santa Fe Partners LLC |
6 |
| Pimco High Income Fund |
6 |
| Global Financial Private Client, LLC |
6 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
6 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
6 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
6 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
6 |
| Caption Management, LLC |
6 |
| Dreyfus High Yield Strategies Fund |
6 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
6 |
| Sanctuary Advisors, LLC |
6 |
| Pimco Income Strategy Fund Ii |
6 |
| Pimco Corporate & Income Strategy Fund |
6 |
| Itau Unibanco Holding S.A. |
6 |
| Washington Capital Management Inc |
6 |
| CIBC Asset Management Inc |
6 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
6 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
6 |
| Emerald Advisers, Llc |
6 |
| CI Global Investments Inc. |
6 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
6 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
6 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
6 |
| Utah Retirement Systems |
6 |
| Asset Dedication, LLC |
6 |
| Hughes Financial Services, LLC |
6 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
6 |
| Knight Capital Group, Inc. |
6 |
| Virtus Investment Advisers, Inc. |
6 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
6 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
6 |
| Catapult Capital Management Llc |
6 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
6 |
| Calamos Long/Short Equity & Dynamic Income Trust |
6 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
| VTL Associates, LLC |
6 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
6 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
6 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
6 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
6 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
| Leonard Capital Management, Inc |
6 |
| Van Eck Associates Corp |
6 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
6 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
6 |
| Resources Investment Advisors, LLC. |
6 |
| Axq Capital, Lp |
6 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
6 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
6 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
6 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
6 |
| Barrow Hanley Mewhinney & Strauss Llc |
6 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
6 |
| Securian Asset Management, Inc |
6 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
| Vanguard Horizon Funds |
6 |
| Ballentine Partners, LLC |
6 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
6 |
| Rice Hall James & Associates, Llc |
6 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
| Picton Mahoney Asset Management |
6 |
| Prudential Plc |
6 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
6 |
| Cornerstone Financial Management LLC |
6 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
6 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
6 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
6 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
6 |
| Money Concepts Capital Corp |
6 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
6 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
6 |
| Macroview Investment Management Llc |
6 |
| Johnson Financial Group, Inc. |
6 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
6 |
| Sandy Spring Bank |
6 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
6 |
| Guardian Wealth Advisors, LLC |
6 |
| Checchi Capital Advisers, LLC |
6 |
| Spire Wealth Management |
6 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
6 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
6 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
6 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
6 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
5 |
| Healthcare Of Ontario Pension Plan Trust Fund |
5 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
5 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
5 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
5 |
| First Eagle Investment Management, LLC |
5 |
| Polymer Capital Management (US) LLC |
5 |
| Pcm Fund, Inc. |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
5 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
5 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
5 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
5 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
5 |
| Piermont Capital Management LLC |
5 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
5 |
| Eastern Bank |
5 |
| Hm Payson & Co |
5 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
5 |
| IBM Retirement Fund |
5 |
| DnB Asset Management AS |
5 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| Danske Bank A/s |
5 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
5 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
5 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
5 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
5 |
| Malaga Cove Capital, LLC |
5 |
| Nbc Securities, Inc. |
5 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
5 |
| Cloud Capital Management, LLC |
5 |
| Kornitzer Capital Management Inc /ks |
5 |
| Segantii Capital Management Ltd |
5 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
5 |
| Capital Analysts, Inc. |
5 |
| Redwood Investments, LLC |
5 |
| Blackstone / Gso Senior Floating Rate Term Fund |
5 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
5 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
5 |
| Blackstone / Gso Long-short Credit Income Fund |
5 |
| Oppenheimer Variable Account Funds |
5 |
| PGIM Short Duration High Yield Opportunities Fund |
5 |
| Telemetry Investments, L.L.C. |
5 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
5 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
5 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
5 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
5 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
5 |
| Tompkins Financial Corp |
5 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
5 |
| Mv Capital Management, Inc. |
5 |
| Creative Financial Designs Inc /adv |
5 |
| PharVision Advisers, LLC |
5 |
| Vanguard Whitehall Funds |
5 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
5 |
| Pictet Asset Management Ltd |
5 |
| Eagle Bay Advisors LLC |
5 |
| Harel Insurance Investments & Financial Services Ltd. |
5 |
| Whitebox Mutual Funds |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
5 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
5 |
| Kingdon Capital Management, L.l.c. |
5 |
| Virtus Global Dividend & Income Fund Inc. |
5 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
5 |
| Melvin Capital Management LP |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| Pictet Asset Management Holding SA |
5 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
5 |
| Watershed Asset Management, L.L.C. |
5 |
| Wedbush Securities Inc |
5 |
| Stephens Consulting, LLC |
5 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
5 |
| WealthPLAN Partners, LLC |
5 |
| Cetera Advisors LLC |
5 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
5 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
5 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
5 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
5 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
5 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
5 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
5 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
5 |
| APG Asset Management N.V. |
5 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
5 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
5 |
| CenterStar Asset Management, LLC |
5 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
5 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
5 |
| Old Mutual Customised Solutions (proprietary) Ltd |
5 |
| Humankind Benefit Corp - Humankind US Stock ETF |
5 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
5 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
5 |
| Kingsview Wealth Management, LLC |
5 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
5 |
| Pitcairn Co |
5 |
| Mizuho Trust & Banking Co., Ltd. |
5 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
5 |
| HBK Sorce Advisory LLC |
5 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
5 |
| Mather Group, Llc. |
5 |
| Renaissance Group Llc |
5 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
5 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
5 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
5 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
5 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
5 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
5 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
5 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
5 |
| Voya Senior Income Fund |
5 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
5 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
5 |
| Quantum Capital Management |
5 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
5 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
5 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
5 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
5 |
| Vivaldi Asset Management, LLC |
5 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| SpiderRock Trading LLC |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
5 |
| EAM Global Investors LLC |
5 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
5 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
5 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
5 |
| Granahan Investment Management Inc/ma |
5 |
| Snowden Capital Advisors LLC |
5 |
| Tradeworx Inc. |
5 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
5 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
5 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
5 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
5 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
5 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
5 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
5 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
5 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
5 |
| Twin Peaks Wealth Advisors, LLC |
5 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
5 |
| Avalon Advisors, Llc |
5 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| Quantedge Capital Pte Ltd |
5 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
5 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
5 |
| Keeley Asset Management Corp |
5 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
5 |
| First Hawaiian Bank |
5 |
| Bb&t Securities, Llc |
5 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
5 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
5 |
| SG3 Management, LLC |
5 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
5 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
5 |
| First Citizens Bank & Trust Co |
5 |
| Contravisory Investment Management, Inc. |
5 |
| We Are One Seven, LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
5 |
| CenterStar Fund, LLC |
5 |
| Wellington Shields Capital Management, LLC |
5 |
| PMR - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Retail ETF |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| Bogart Wealth, LLC |
5 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
5 |
| LBA Wealth Management, LLC |
5 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
5 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
5 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
5 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
5 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
5 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
5 |
| Spot Trading L.l.c. |
5 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
5 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
5 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
5 |
| Smith Asset Management Group Lp |
5 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
5 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
5 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
5 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
5 |
| Fieldpoint Private Securities, LLC |
5 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
5 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
5 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
5 |
| Advisors Preferred, LLC |
5 |
| Carnegie Capital Asset Management, LLC |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
5 |
| Significant Wealth Partners LLC |
5 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
5 |
| Optima Capital Llc |
5 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
5 |
| D'Orazio & Associates, Inc. |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
5 |
| Harbor Investment Advisory, Llc |
5 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
5 |
| Ritholtz Wealth Management |
5 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
5 |
| VCCBX - VALIC Co II - Core Bond Fund |
5 |
| Lenox Wealth Advisors, LLC |
5 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
5 |
| Portolan Capital Management, LLC |
5 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
5 |
| Prospera Financial Services Inc |
5 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
5 |
| Glen Harbor Capital Management LLC |
5 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
5 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
5 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
5 |
| Lee Financial Co |
5 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
5 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
5 |
| Oberweis Asset Management Inc/ |
5 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
5 |
| Maplelane Capital, Llc |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I |
5 |
| Winslow, Evans & Crocker, Inc. |
5 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
5 |
| RBB FUND, INC. - Aquarius International Fund |
5 |
| Mason Street Advisors, Llc |
5 |
| Capital Investment Advisory Services, LLC |
5 |
| Wealthfront Inc |
5 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
5 |
| SummitTX Capital, L.P. |
5 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
5 |
| Glenhill Advisors Llc |
5 |
| Teton Westwood Funds |
5 |
| Ardsley Advisory Partners Lp |
5 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
5 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
5 |
| Cornerstone Planning Group LLC |
5 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
5 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
5 |
| Edgestream Partners, L.P. |
5 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
5 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
5 |
| Etf Managers Group, Llc |
5 |
| HFM Investment Advisors, LLC |
5 |
| Detwiler Fenton Investment Management LLC |
5 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
5 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
5 |
| Artisan Partners Limited Partnership |
5 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
5 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
5 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
5 |
| Lombard Odier Asset Management (Switzerland) SA |
5 |
| Lombard Odier Asset Management (Europe) Ltd |
5 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
5 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
5 |
| Old Mission Capital Llc |
5 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
5 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
5 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
5 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
5 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
5 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
5 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
5 |
| Bluefin Trading, LLC |
5 |
| Mfs Special Value Trust |
5 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
5 |
| Kilter Group LLC |
5 |
| Centaurus Financial, Inc. |
5 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
5 |
| Banyan Partners, LLC |
5 |
| Tfo-tdc, Llc |
5 |
| Aurora Investment Counsel |
5 |
| Baird Robert W & Co Inc /wi/ |
5 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
5 |
| Venturi Wealth Management, LLC |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
5 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
5 |
| Shaker Investments Llc/oh |
5 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
5 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
5 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
5 |
| BNP Paribas Investment Partners S.A. |
5 |
| Mutual Advisors, LLC |
5 |
| Townsquare Capital Llc |
5 |
| Associated Banc-corp |
5 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
5 |
| New Mexico Educational Retirement Board |
5 |
| Johnson Investment Counsel Inc |
5 |
| Brinker Capital Investments, LLC |
5 |
| Cantab Capital Partners LLP |
5 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
5 |
| Stonebridge Capital Advisors LLC |
5 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
5 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
| Scotia Capital Inc. |
5 |
| Headlands Technologies LLC |
5 |
| Old National Bancorp /in/ |
5 |
| Handelsbanken Fonder AB |
5 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
5 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
5 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
5 |
| Korea Investment CORP |
5 |
| Farmers & Merchants Investments Inc |
5 |
| NatWest Group plc |
5 |
| Pentwater Capital Management LP |
5 |
| Gemmer Asset Management LLC |
5 |
| Yousif Capital Management, Llc |
5 |
| Entropy Technologies, LP |
5 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
5 |
| Congress Asset Management Co /ma |
5 |
| Physicians Financial Services, Inc. |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| San Francisco Sentry Investment Group (ca) |
5 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
5 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
5 |
| Ameritas Investment Corp |
5 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| John Hancock Income Securities Trust |
5 |
| IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| Copeland Capital Management, LLC |
5 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
5 |
| New Harbor Financial Group, LLC |
5 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
5 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
5 |
| Alpha DNA Investment Management LLC |
5 |
| Boston Income Portfolio - Boston Income Portfolio |
5 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
5 |
| Eisler Capital (US) LLC |
5 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
5 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
5 |
| Ab Pooling Portfolios |
5 |
| Mfs Charter Income Trust |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
5 |
| Mfs Intermediate High Income Fund |
5 |
| CI Private Wealth, LLC |
5 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
5 |
| Bellwether Advisors, LLC |
5 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
5 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
5 |
| DGS Capital Management, LLC |
5 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
5 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
5 |
| Pinnacle Associates Ltd |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| Intersect Capital LLC |
5 |
| Seacrest Wealth Management, Llc |
5 |
| Prudential Short Duration High Yield Fund, Inc. |
5 |
| Nebula Research & Development LLC |
5 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
5 |
| Private Wealth Partners, LLC |
5 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
5 |
| Oppenheimer Global Multi Strategies Fund |
5 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
5 |
| Zweig-DiMenna Associates LLC |
5 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
5 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
5 |
| Jump Trading, LLC |
5 |
| DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A |
5 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
5 |
| Rialto Wealth Management, LLC |
5 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
5 |
| Claris Advisors, Llc / Mo / |
5 |
| Sii Investments Inc/wi |
5 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
5 |
| Lisanti Capital Growth, LLC |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
5 |
| SOUTH STATE Corp |
5 |
| Underlying Funds Trust |
5 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
5 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
5 |
| Qtron Investments LLC |
5 |
| Zurich Insurance Group Ltd/FI |
5 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
5 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
5 |
| Pekin Hardy Strauss, Inc. |
5 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
5 |
| OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A |
5 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
5 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
5 |
| SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
5 |
| Rs Investment Trust |
5 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
5 |
| Partnervest Advisory Services LLC |
5 |
| Truvestments Capital Llc |
5 |
| Pallas Capital Advisors LLC |
5 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
5 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
5 |
| Verus Capital Partners, Llc |
5 |
| Sanctuary Wealth Advisors, LLC |
5 |
| Transamerica Partners Funds Group |
5 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
5 |
| Transamerica Partners Funds Group Ii |
5 |
| Dialectic Capital Management, Lp |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| Transamerica Partners Portfolios |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| Candriam Luxembourg S.C.A. |
5 |
| Manatuck Hill Partners, LLC |
5 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
5 |
| Keating Financial Advisory Services, Inc. |
5 |
| Fs Credit Income Fund |
5 |
| Twinbeech Capital Lp |
5 |
| Meridian Wealth Partners, LLC |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
| Harfst & Associates, Inc. |
5 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
5 |
| IMC-Chicago, LLC |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
5 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
5 |
| Pimco Global Stocksplus & Income Fund |
5 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
5 |
| Parametrica Management Ltd |
5 |
| Capital Guardian Trust Co |
5 |
| Pimco Dynamic Credit & Mortgage Income Fund |
5 |
| Strategic Wealth Partners, Ltd. |
5 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
| City State Bank |
5 |
| EAM Investors, LLC |
5 |
| Crestline Management, LP |
5 |
| Glazer Capital, Llc |
5 |
| WealthTrust-Arizona, LLC |
5 |
| Dunhill Financial, LLC |
5 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
5 |
| Bridgefront Capital, LLC |
5 |
| AlphaOne Investment Services, LLC |
5 |
| Ionic Capital Management LLC |
5 |
| Woodline Partners LP |
5 |
| Corton Capital Inc. |
5 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
5 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
5 |
| YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
5 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
5 |
| Compagnie Lombard Odier SCmA |
5 |
| Tri-continental Corp |
5 |
| Shepherd Kaplan Krochuk, Llc |
5 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
5 |
| Samlyn Capital, Llc |
5 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
5 |
| Continental Advisors Llc |
5 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
4 |
| Ranger Investment Management, L.P. |
4 |
| Childress Capital Advisors, Llc |
4 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
| King Luther Capital Management Corp |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| True Link Financial Advisors, LLC |
4 |
| Verdad Advisers, LP |
4 |
| Bank Of Hawaii |
4 |
| Inspire Advisors, LLC |
4 |
| Vantage Consulting Group Inc |
4 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| First Interstate Bank |
4 |
| Tygh Capital Management, Inc. |
4 |
| Savant Capital, LLC |
4 |
| YHB Investment Advisors, Inc. |
4 |
| MUFG Securities EMEA plc |
4 |
| RWM Asset Management, LLC |
4 |
| Northwest Investment Counselors, Llc |
4 |
| Maryland State Retirement & Pension System |
4 |
| Zwj Investment Counsel Inc |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
| Ibex Investors LLC |
4 |
| Addison Advisors LLC |
4 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
4 |
| Wolff Wiese Magana Llc |
4 |
| Isthmus Partners, Llc |
4 |
| WealthTrust Fairport, LLC |
4 |
| Calvert Investment Management, Inc. |
4 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
4 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
4 |
| Tarbox Family Office, Inc. |
4 |
| Rossby Financial, LCC |
4 |
| Apollo Management Holdings, L.P. |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
4 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| Dfa Investment Trust Co - The Japanese Small Company Series |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
| Cordant, Inc. |
4 |
| Fortis Group Advisors, LLC |
4 |
| Ami Asset Management Corp |
4 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
4 |
| K.J. Harrison & Partners Inc |
4 |
| Torren Management, LLC |
4 |
| Kestra Advisory Services, LLC |
4 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
| Swiss Life Asset Management Ltd |
4 |
| Pictet Asset Management Sa |
4 |
| TFC Financial Management |
4 |
| Oakbrook Investments Llc |
4 |
| Jackson Creek Investment Advisors LLC |
4 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
4 |
| City Holding Co |
4 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
4 |
| Alpha Windward Llc |
4 |
| Chevy Chase Trust Holdings, Inc. |
4 |
| Barnett & Company, Inc. |
4 |
| Quotient Investors, LLC |
4 |
| Strengthening Families & Communities, LLC |
4 |
| Wesbanco Bank Inc |
4 |
| First Financial Corp /in/ |
4 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
4 |
| PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
4 |
| CLARET ASSET MANAGEMENT Corp |
4 |
| First Horizon Corp |
4 |
| Mark Sheptoff Financial Planning, Llc |
4 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
4 |
| Shapiro Capital Management Llc |
4 |
| Vantage Investment Advisors, LLC |
4 |
| AXA Investment Managers S.A. |
4 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
4 |
| CIBC Bancorp USA Inc. |
4 |
| STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
4 |
| West Oak Capital, LLC |
4 |
| LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
4 |
| Copper Rock Capital Partners, LLC |
4 |
| Palo Capital, Inc. |
4 |
| Kassirer Asset Management Corp |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| Deprince Race & Zollo Inc |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| Moors & Cabot, Inc. |
4 |
| South Dakota Investment Council |
4 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
4 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
4 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
4 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
4 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| Capital Research Global Investors |
4 |
| Dfa Investment Trust Co - The Continental Small Company Series |
4 |
| CAPROCK Group, Inc. |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
4 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
4 |
| Caas Capital Management Lp |
4 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
4 |
| Daiwa Capital Markets America Inc. |
4 |
| Glg Inc. |
4 |
| Nicholas Company, Inc. |
4 |
| Ziegler Capital Management, LLC |
4 |
| Artemis Investment Management LLP |
4 |
| Gladius Capital Management LP |
4 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
4 |
| Montag A & Associates Inc |
4 |
| Capital Investment Counsel, Inc |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
4 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
4 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
4 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
4 |
| Burney Co/ |
4 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
4 |
| Chicago Partners Investment Group LLC |
4 |
| Stonebridge Capital Management Inc |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
4 |
| Total Clarity Wealth Management, Inc. |
4 |
| Capital One, National Association |
4 |
| FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
4 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
4 |
| Capital World Investors |
4 |
| Kestra Investment Management, LLC |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| Ledyard National Bank |
4 |
| PAX Financial Group, LLC |
4 |
| RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity |
4 |
| Trust Co |
4 |
| Integrated Wealth Management |
4 |
| Mirabella Financial Services Llp |
4 |
| Xponance, Inc. |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| Cinctive Capital Management LP |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
4 |
| Usca Ria Llc |
4 |
| Regent Peak Wealth Advisors LLC |
4 |
| Kessler Investment Group, LLC |
4 |
| Oakworth Capital, Inc. |
4 |
| Td Private Client Wealth Llc |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| BTG Pactual Asset Management US LLC |
4 |
| Gyon Technologies Capital Management, LP |
4 |
| L2 Asset Management, LLC |
4 |
| PSI Advisors, LLC |
4 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
4 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
4 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| Pinz Capital Management, LP |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Abound Wealth Management |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| Marex Group plc |
4 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| Peregrine Asset Advisers, Inc. |
4 |
| Illinois Municipal Retirement Fund |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
4 |
| Folger Hill Asset Management LP |
4 |
| Crestwood Advisors Group LLC |
4 |
| Freestone Capital Holdings, LLC |
4 |
| Cedar Mountain Advisors, LLC |
4 |
| Verdence Capital Advisors LLC |
4 |
| Colony Group Llc |
4 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
4 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
4 |
| Highland Capital Management, Llc |
4 |
| Apriem Advisors |
4 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
4 |
| Warren Averett Asset Management, LLC |
4 |
| WR Wealth Planners, LLC |
4 |
| Ada Investment Management, LP |
4 |
| Zebra Capital Management LLC |
4 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
4 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| Glenmede Investment Management, LP |
4 |
| Dynamic Technology Lab Pte Ltd |
4 |
| CX Institutional |
4 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
4 |
| Reilly Financial Advisors, Llc |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
| Castleark Management Llc |
4 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
4 |
| Foresters Investment Management Company, Inc. |
4 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
4 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
4 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
4 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
4 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| Hantz Financial Services, Inc. |
4 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
4 |
| Wilbanks Smith & Thomas Asset Management Llc |
4 |
| Tributary Capital Management, LLC |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
4 |
| Alpha Omega Wealth Management LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class |
4 |
| Exane Derivatives |
4 |
| Caldwell & Orkin Inc |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
4 |
| SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I |
4 |
| J.Safra Asset Management Corp |
4 |
| Eisler Capital Management Ltd. |
4 |
| Edmond De Rothschild Holding S.a. |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
| Marsico Capital Management Llc |
4 |
| Rothschild Asset Management Inc |
4 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| American Capital Advisory, LLC |
4 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
4 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
4 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
4 |
| Cooper Creek Partners Management Llc |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| WASHINGTON TRUST Co |
4 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
4 |
| Kapitalo Investimentos Ltda |
4 |
| Citizens Financial Group Inc/ri |
4 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
4 |
| IPG Investment Advisors LLC |
4 |
| Dana Investment Advisors, Inc. |
4 |
| Coe Capital Management, LLC |
4 |
| First Allied Advisory Services, Inc. |
4 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
4 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| Trilogy Capital Inc. |
4 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
4 |
| Pinkerton Retirement Specialists, LLC |
4 |
| Waterstone Capital Management, L.P. |
4 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
4 |
| Aviance Capital Partners, LLC |
4 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
4 |
| Baldwin Brothers Inc/ma |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
4 |
| Weiss Strategic Interval Fund |
4 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
4 |
| Zions Bancorporation |
4 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
4 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
4 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
4 |
| Kdi Capital Partners Llc |
4 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
4 |
| Tibra Equities Europe Ltd |
4 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
4 |
| Signet Financial Management, Llc |
4 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| M&r Capital Management Inc |
4 |
| Icon Advisers Inc/co |
4 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
4 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| Kovitz Investment Group Partners, LLC |
4 |
| Rodgers Brothers Inc. |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| Allstate Corp |
4 |
| VCGAX - VALIC Co I - Growth & Income Fund |
4 |
| Arjuna Capital |
4 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
4 |
| Zeke Capital Advisors, Llc |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
4 |
| Argent Capital Management Llc |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
4 |
| Harvest Management Llc |
4 |
| Genesee Valley Trust Co |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| Mml Investors Services, Llc |
4 |
| Dai-ichi Life Holdings, Inc. |
4 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
4 |
| Dubuque Bank & Trust Co |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| Capula Management Ltd |
4 |
| JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
4 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
4 |
| Institutional & Family Asset Management, Llc |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| Capstone Financial Advisors, Inc. |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
4 |
| Schonfeld Group Holdings LLC |
4 |
| USA Financial Portformulas Corp |
4 |
| Colony Group, LLC |
4 |
| OP Asset Management Ltd |
4 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
4 |
| Quantessence Capital LLC |
4 |
| Integrated Wealth Concepts LLC |
4 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
4 |
| Scientech Research LLC |
4 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
4 |
| CWA Asset Management Group, LLC |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| Friess Associates Llc |
4 |
| American Assets Investment Management, LLC |
4 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
| Abich Financial Wealth Management LLC |
4 |
| Decade Capital Management Llc |
4 |
| Hanson & Doremus Investment Management |
4 |
| Index Management Solutions, LLC |
4 |
| Blue Arrow Capital Management Llc |
4 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
4 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
4 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
4 |
| Pinnacle Holdings, LLC |
4 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
4 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
4 |
| Ruffer LLP |
4 |
| Altshuler Shaham Ltd |
4 |
| New Age Alpha Advisors, LLC |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Munder Capital Management |
4 |
| Impax Asset Management LTD |
4 |
| JPL Wealth Management, LLC |
4 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
4 |
| Sachetta, LLC |
4 |
| Lenox Wealth Management, Inc. |
4 |
| RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class |
4 |
| FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio |
4 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
| Peregrine Capital Management Llc |
4 |
| Fiduciary Trust Co |
4 |
| Jacobi Capital Management LLC |
4 |
| Colonial Trust Co / SC |
4 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
4 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
4 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
| AGF Investments LLC |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
4 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
4 |
| AlphaCore Capital LLC |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
4 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| Elkfork Partners LLC |
4 |
| Teza Capital Management LLC |
4 |
| JJJ Advisors Inc. |
4 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
4 |
| Maven Securities LTD |
4 |
| E. Ohman J:or Asset Management AB |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
4 |
| Independent Advisor Alliance |
4 |
| AE Wealth Management LLC |
4 |
| Tyers Asset Management LLC |
4 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
4 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
4 |
| Intrinsic Edge Capital Management LLC |
4 |
| Cigna Investments Inc /new |
4 |
| Trilogy Global Advisors Lp |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| Patriot Financial Group Insurance Agency, LLC |
4 |
| Birch Grove Capital LP |
4 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
4 |
| Delpha Capital Management, Llc |
4 |
| Knights of Columbus Asset Advisors LLC |
4 |
| Vivaldi Capital Management, LLC |
4 |
| Sterling Investment Advisors, Ltd. |
4 |
| Achmea Investment Management B.V. |
4 |
| Towle & Co |
4 |
| Atlantic Trust, LLC |
4 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
4 |
| BDO Wealth Advisors, LLC |
4 |
| Phoenix Holdings Ltd. |
4 |
| Pendal Group Ltd |
4 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
4 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
| Veritable, L.P. |
4 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
4 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
| XR Securities LLC |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
4 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
4 |
| DC Investments Management, LLC |
4 |
| Front Row Advisors LLC |
4 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
4 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
4 |
| William Blair Investment Management, Llc |
4 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
4 |
| Claymore Exchange-traded Fund Trust |
4 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
4 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
4 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
4 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
| TrueMark Investments, LLC |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| Fortress Investment Group LLC |
4 |
| JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
4 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
4 |
| Manning & Napier Advisors Llc |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
4 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
4 |
| Clear Harbor Asset Management, LLC |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
4 |
| Twin Capital Management Inc |
4 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
4 |
| MidFirst Bank |
4 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
4 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
4 |
| Grandeur Peak Global Advisors, LLC |
4 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
4 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| Putnam Premier Income Trust |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
4 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
4 |
| Mariner Investment Group Llc |
4 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
4 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
4 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
4 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
4 |
| Lloyds Banking Group plc |
4 |
| Advisory Research Inc |
4 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| Delaware Management Holdings, Inc. |
4 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
4 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
4 |
| RMB Capital Management, LLC |
4 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
4 |
| RFP Financial Group LLC |
4 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
4 |
| Stonehage Fleming (uk) Ltd |
4 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
4 |
| Gabelli Equity Trust Inc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
4 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
4 |
| Columbia Partners L L C Investment Management |
4 |
| Bayforest Capital Ltd |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| Cantor Fitzgerald, L. P. |
4 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
4 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
4 |
| Norden Group Llc |
4 |
| ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
4 |
| Gabelli Dividend & Income Trust |
4 |
| NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
4 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
4 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
4 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
4 |
| Castleview Partners, Llc |
4 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
4 |
| NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
4 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
4 |
| ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
4 |
| Gdl Fund |
4 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
4 |
| Inceptionr Llc |
4 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
4 |
| QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
4 |
| Signature Equity Partners, LLC |
4 |
| McIlrath & Eck, LLC |
4 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
4 |
| Weaver Consulting Group |
4 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
4 |
| American Funds Insurance Series |
4 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
| Scout Funds |
4 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
4 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
4 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
4 |
| Bleakley Financial Group, LLC |
4 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
4 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
4 |
| IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF |
4 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
4 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
| Pax World Management Llc |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
4 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
4 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
4 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
4 |
| Gts Securities Llc |
4 |
| Treasurer of the State of North Carolina |
4 |
| Thomas White International Ltd |
4 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
4 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
4 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
4 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| EA Series Trust |
4 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
4 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
| Western Wealth Management, LLC |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
| Human Investing LLC |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
4 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
4 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
4 |
| Gerstein Fisher |
4 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
4 |
| Wealthfront Advisers Llc |
4 |
| Cynosure Management, Llc |
4 |
| RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF |
4 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
4 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
4 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
4 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
| QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF |
4 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
4 |
| Nicholas Investment Partners, LP |
4 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
4 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| Salomon & Ludwin, LLC |
4 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
4 |
| SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares |
4 |
| Harvest Investment Services, LLC |
4 |
| One Wealth Advisors, LLC |
4 |
| BRYN MAWR TRUST Co |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
4 |
| Virtus Global Multi-sector Income Fund |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
4 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
4 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
4 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
4 |
| Bay Harbor Wealth Management, LLC |
4 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
4 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| Innealta Capital, Llc |
4 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
4 |
| Short Duration High Income Portfolio - Short Duration High Income Portfolio |
4 |
| 25 Llc |
4 |
| Solstein Capital, LLC |
4 |
| Zrc Wealth Management, Llc |
4 |
| Bartlett & Co. LLC |
4 |
| HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
4 |
| Oppenheimer Quest For Value Funds |
4 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
4 |
| Zions Bancorporation, N.A. |
4 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
4 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
4 |
| Apollon Wealth Management, LLC |
4 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
4 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
4 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
4 |
| HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
4 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
4 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
| JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
4 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
4 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
4 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
4 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
4 |
| MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
4 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
4 |
| HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
4 |
| Alphacrest Capital Management Llc |
4 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| Pearl River Capital, LLC |
4 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| Cary Street Partner Investment Advisory Llc |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| Diker Management Llc |
4 |
| Reinhart Partners, Inc. |
4 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
| Wells Fargo Multi-sector Income Fund |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
4 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
4 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
4 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
4 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
4 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
4 |
| Dfa Investment Trust Co - The Emerging Markets Series |
4 |
| FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
4 |
| Patten Group, Inc. |
4 |
| Kavar Capital Partners, LLC |
4 |
| Ausbil Investment Management Ltd |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
| IFC Holdings Incorporated/FL |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| Curio Wealth, Llc |
4 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
4 |
| Joel Isaacson & Co., LLC |
4 |
| Oak Thistle LLC |
4 |
| RQSI Ltd |
4 |
| Advent Capital Management /de/ |
4 |
| Alpine Associates Management Inc. |
4 |
| ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class |
4 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
4 |
| FourThought Financial, LLC |
4 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
4 |
| Turning Point Benefit Group, Inc. |
4 |
| Silphium Asset Management Ltd |
4 |
| Tortoise Investment Management, LLC |
4 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
4 |
| Rothschild Investment Corp /il |
4 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
4 |
| Gateway Investment Advisers Llc |
4 |
| Arrowgrass Capital Partners (us) Lp |
4 |
| Yorktown Management & Research Co Inc |
4 |
| Activest Wealth Management |
4 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| Cornerstone Advisors, Inc. |
4 |
| Barometer Capital Management Inc. |
4 |
| R Squared Ltd |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Financial Consulate, Inc |
4 |
| Brookfield Asset Management Inc. |
4 |
| Putnam Fl Investment Management Co |
4 |
| Harvest Capital Strategies LLC |
4 |
| Emerald Mutual Fund Advisers Trust |
4 |
| NewSquare Capital LLC |
4 |
| VCBDX - VALIC Co I - Core Bond Fund |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF |
4 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
4 |
| Mizuho Securities Usa Llc |
4 |
| Breton Hill Capital Ltd. |
4 |
| Evergreen Capital Management Llc |
4 |
| Continuum Advisory, LLC |
4 |
| Banque Pictet & Cie Sa |
4 |
| Gmt Capital Corp |
4 |
| Aristeia Capital Llc |
4 |
| Marietta Investment Partners Llc |
4 |
| Ivory Investment Management, Llc |
4 |
| Boulder Hill Capital Management Lp |
4 |
| NewEdge Wealth, LLC |
4 |
| QCM Cayman, Ltd. |
4 |
| Natixis Investment Managers International |
4 |
| CenterBook Partners LP |
4 |
| MQS Management LLC |
4 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
| Shay Capital LLC |
4 |
| TradeLink Global Equity LLC |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| Raymond James Trust N.a. |
4 |
| HB Wealth Management, LLC |
4 |
| JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
3 |
| LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
3 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
| Argentus Capital Management, LLC |
3 |
| PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
3 |
| Cim Investment Mangement Inc |
3 |
| Cutter & CO Brokerage, Inc. |
3 |
| Madden Advisory Services, Inc. |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| Merit Financial Group, LLC |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
3 |
| WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
3 |
| Voya Prime Rate Trust |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| Zeke Lp /pa |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| Alpine Global Dynamic Dividend Fund |
3 |
| JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund |
3 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
3 |
| Sumitomo Life Insurance Co |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I |
3 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
3 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
3 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Overland Advisors, LLC |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Diversify Advisory Services, LLC |
3 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
3 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
3 |
| Voya Emerging Markets High Dividend Equity Fund |
3 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
| EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
3 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
| Angelo Gordon & Co., L.p. |
3 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| Tcwp Llc |
3 |
| WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
3 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
3 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
| Jana Partners Llc |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
3 |
| Central Pacific Bank - Trust Division |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
3 |
| Chilton Capital Management Llc |
3 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
| LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
3 |
| UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
3 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
3 |
| Amcap Fund |
3 |
| Contrarian Capital Management, L.l.c. |
3 |
| Standard Family Office LLC |
3 |
| Andra AP-fonden |
3 |
| EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class |
3 |
| Old Second National Bank Of Aurora |
3 |
| Usaa Etf Trust |
3 |
| Paradigm Financial Advisors, LLC |
3 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
3 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
3 |
| PointState Capital LP |
3 |
| Swedbank AB |
3 |
| LRI Investments, LLC |
3 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| Providence Capital Advisors, LLC |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
3 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
| FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund |
3 |
| Dorsey & Whitney Trust CO LLC |
3 |
| PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| Hightower 6M Holding, LLC |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
3 |
| LGT Fund Management Co Ltd. |
3 |
| TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z |
3 |
| Country Trust Bank |
3 |
| Kula Investments, LLC |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Martin & Co Inc /tn/ |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
3 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
| TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N |
3 |
| MANA Advisors LLC |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| Cullinan Associates Inc |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
3 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
3 |
| Valued Wealth Advisors LLC |
3 |
| Anchor Investment Management, LLC |
3 |
| Gupta Wealth Management LLC |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| Kalos Management, Inc. |
3 |
| RPG Investment Advisory, LLC |
3 |
| GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class |
3 |
| Profunds - Profund Vp Mid-cap Value |
3 |
| BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
3 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
3 |
| Nuveen Short Duration Credit Opportunities Fund |
3 |
| TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
3 |
| Growth Fund Of America |
3 |
| Park Place Capital Corp |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| Nuveen Credit Strategies Income Fund |
3 |
| Oliver Luxxe Assets LLC |
3 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| Miracle Mile Advisors, LLC |
3 |
| Nkcfo Llc |
3 |
| Ingalls & Snyder Llc |
3 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares |
3 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
3 |
| XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| High Net Worth Advisory Group LLC |
3 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| FolioMetrix LLC |
3 |
| Guardian Wealth Management, Inc. |
3 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
3 |
| Alaska Permanent Fund Corp |
3 |
| Heritage Wealth Management, Llc |
3 |
| Atlantic Union Bankshares Corp |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| Platinum Investment Management Ltd |
3 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
3 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
3 |
| Havens Advisors Llc |
3 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
3 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
| ROSS\JOHNSON & Associates LLC |
3 |
| Gallacher Capital Management LLC |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
| Triasima Portfolio Management inc. |
3 |
| Clean Yield Group |
3 |
| Pacitti Group Inc. |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| Dalton Greiner Hartman Maher & Co |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
3 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
3 |
| EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
3 |
| Duncker Streett & Co Inc |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class |
3 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
3 |
| DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
3 |
| Nelson Capital Management, LLC |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
3 |
| Evoke Wealth, Llc |
3 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| St. Johns Investment Management Company, LLC |
3 |
| Three Peaks Capital Management, LLC |
3 |
| Private Management Group Inc |
3 |
| Covington Capital Management |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| Munder Series Trust |
3 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
3 |
| Virginia Retirement System |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| Carmignac Gestion |
3 |
| Bangor Savings Bank |
3 |
| Intentional Wealth Strategies, LLC |
3 |
| Erste Asset Management GmbH |
3 |
| IMS Capital Management |
3 |
| CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
3 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
3 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
3 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
| Herndon Capital Management Llc |
3 |
| Publix Super Markets, Inc. 401(k) SMART Plan |
3 |
| Qrg Capital Management, Inc. |
3 |
| Franklin Street Advisors Inc /nc |
3 |
| Penn Capital Management Co Inc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
3 |
| Publix Super Markets Inc Employee Stock Ownership Plan |
3 |
| Raiffeisen Bank International AG |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
| Griffin Institutional Access Credit Fund |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| Lee Danner & Bass Inc |
3 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
| Portola Group Inc /ca |
3 |
| RHJ International SA |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
3 |
| Glen Eagle Advisors, LLC |
3 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
| GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
3 |
| Delta Asset Management Llc/tn |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Hoxton Financial, Inc. |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
3 |
| Intrust Bank Na |
3 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
| Summit Creek Advisors LLC |
3 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
| EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
3 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
3 |
| True Signal Lp |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| Agf Management Ltd |
3 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| Concert Wealth Management Inc. |
3 |
| HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A |
3 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
| IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF |
3 |
| EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF |
3 |
| Gabelli Go Anywhere Trust |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| Tourbillon Capital Partners, L.P. |
3 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
3 |
| Todd Asset Management Llc |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| First Trust High Yield Opportunities 2027 Term Fund |
3 |
| WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
3 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
3 |
| Legacy Wealth Managment, LLC/ID |
3 |
| Strategic Global Advisors, LLC |
3 |
| Charter Trust Co |
3 |
| BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares |
3 |
| Cannon Global Investment Management, LLC |
3 |
| Affinity Investment Advisors, Llc |
3 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| AGF Investments America Inc. |
3 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
3 |
| First Pacific Financial |
3 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
| Janney Capital Management LLC |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
3 |
| Provenance Wealth Advisors, LLC |
3 |
| Waddell & Reed Advisors Funds |
3 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
3 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| Kings Point Capital Management |
3 |
| Conning Inc. |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
| Regentatlantic Capital Llc |
3 |
| Osterweis Capital Management Inc |
3 |
| Deltec Asset Management Llc |
3 |
| Leavell Investment Management, Inc. |
3 |
| Leap Investments Lp |
3 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
3 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
| SkyOak Wealth, LLC |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| Milestone Asset Management, Llc |
3 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
3 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
3 |
| Quaker Wealth Management, LLC |
3 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
3 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
3 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
3 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| Guerra Advisors Inc |
3 |
| BRC Investment Management LLC |
3 |
| Intact Investment Management Inc. |
3 |
| Counsel Portfolio Services Inc. |
3 |
| Oppenheimer Global Strategic Income Fund |
3 |
| Matrix Trust Co |
3 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| Oaktree Capital Management Lp |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
3 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| Spdr S&p Midcap 400 Etf Trust |
3 |
| Winch Advisory Services, LLC |
3 |
| Banque Cantonale Vaudoise |
3 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
3 |
| Altavista Wealth Management, Inc. |
3 |
| VSR Financial Services, Inc. |
3 |
| Dsm Capital Partners Llc |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| Vanguard Morgan Growth Fund |
3 |
| American Research & Management Co. |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| Islay Capital Management, Llc |
3 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
3 |
| FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS |
3 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
| Capital A Wealth Management, LLC |
3 |
| 1st Global Advisors, Inc. |
3 |
| Alydar Partners Llc |
3 |
| Prosperity Wealth Management, Inc. |
3 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
3 |
| Sheets Smith Wealth Management |
3 |
| Berkley W R Corp |
3 |
| Sentinel Asset Management, Inc. |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| Founders Financial Alliance, LLC |
3 |
| Prentiss Smith & Co Inc |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| Okabena Investment Services Inc |
3 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
| Cribstone Capital Management, LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
| Manikay Partners, LLC |
3 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
3 |
| IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
3 |
| BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class |
3 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
3 |
| Prentice Capital Management, LP |
3 |
| Farringdon Capital, Ltd. |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
| Byrne Asset Management LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
3 |
| Portside Wealth Group, LLC |
3 |
| American Trust Investment Advisors, LLC |
3 |
| Coastal Investment Advisors, Inc. |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
3 |
| Impax Asset Management Group plc |
3 |
| Middleton & Co Inc/ma |
3 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| Templeton & Phillips Capital Management, LLC |
3 |
| GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| Koch Industries Inc |
3 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| Insight Select Income Fund |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| Forum Financial Management, LP |
3 |
| Comerica Securities,inc. |
3 |
| Candlestick Capital Management LP |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| Fortis Capital Advisors, LLC |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| Vontobel Holding Ltd. |
3 |
| Wilen Investment Management Corp. |
3 |
| KAMES CAPITAL plc |
3 |
| Trust For Advisor Solutions |
3 |
| Atalanta Sosnoff Capital, Llc |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| Evolve Private Wealth, Llc |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| SPX Equities Gestao de Recursos Ltda |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A |
3 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
3 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| Qsemble Capital Management, LP |
3 |
| Axiom International Investors Llc /de |
3 |
| National Pension Service |
3 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
3 |
| CVA Family Office, LLC |
3 |
| Pennsylvania Trust Co |
3 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
| Equitable Holdings, Inc. |
3 |
| Burt Wealth Advisors |
3 |
| Summit Financial Wealth Advisors, LLC |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| Fs Multi-alternative Income Fund |
3 |
| Decatur Capital Management, Inc. |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| Cromwell Holdings LLC |
3 |
| NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
3 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| Readystate Asset Management Lp |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
| Machina Capital S.a.s. |
3 |
| Hexavest Inc. |
3 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| Lgt Capital Partners Ltd. |
3 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
| New Millennium Group LLC |
3 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
3 |
| Belvedere Trading LLC |
3 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
3 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
3 |
| Frontier Capital Management Co Llc |
3 |
| Lucus Advisors Llc |
3 |
| Applied Finance Capital Management, LLC |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
3 |
| First Foundation Advisors |
3 |
| Waldron Private Wealth LLC |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
3 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
3 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
3 |
| PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| Lingohr & Partner Asset Management GmbH |
3 |
| iA Global Asset Management Inc. |
3 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
3 |
| Blackrock Enhanced Capital & Income Fund, Inc. |
3 |
| Lebenthal Holdings,LLC |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
3 |
| TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares |
3 |
| Champlain Investment Partners, LLC |
3 |
| Western Asset Income Fund |
3 |
| TIG Advisors, LLC |
3 |
| Foundations Investment Advisors, LLC |
3 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
| Systematic Alpha Investments, LLC |
3 |
| XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
3 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
3 |
| FT Options LLC |
3 |
| Nbt Bank N A /ny |
3 |
| Quest Capital Management Inc /adv |
3 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
| Reuter James Wealth Management, Llc |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
3 |
| AllSquare Wealth Management LLC |
3 |
| Fort Baker Capital Management LP |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| J.P. Turner & Co Capital Mnagement, LLC |
3 |
| Wealthcare Capital Management Llc |
3 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
3 |
| Buckingham Strategic Partners |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| WealthTrak Capital Management LLC |
3 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
3 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
3 |
| F&C Asset Management plc |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| Winton Capital Management Ltd |
3 |
| Marketocracy Funds |
3 |
| Arrow Financial Corp |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
| Gratus Capital LLC |
3 |
| Impact Partnership Wealth, LLC |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Tiedemann Advisors, Llc |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
3 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
3 |
| Fieldview Capital Management, LLC |
3 |
| IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
3 |
| Kellner Capital, LLC |
3 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
3 |
| LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
3 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
| Atomi Financial Group, Inc. |
3 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
3 |
| Winfield Associates, Inc. |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
3 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
| Connor Clark & Lunn Investment Management Ltd |
3 |
| Maple Securities Usa Inc |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| Westport Resources Management Inc |
3 |
| LMR Master Fund Ltd |
3 |
| Wedmont Private Capital |
3 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
3 |
| Elevation Series Trust - RiverNorth Patriot ETF |
3 |
| Liberty All Star Growth Fund Inc. |
3 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
3 |
| Anson Funds Management LP |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| Iron Horse Wealth Management, LLC |
3 |
| MCF Advisors LLC |
3 |
| Trust Investment Advisors |
3 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
| Eurizon Capital SGR S.p.A. |
3 |
| Cortina Asset Management, LLC |
3 |
| First City Capital Management, Inc. |
3 |
| Smith, Graham & Co., Investment Advisors, LP |
3 |
| Investment Centers Of America Inc |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
3 |
| Investors Portfolio Services LLC |
3 |
| Trutina Financial LLC |
3 |
| AlphaCentric Advisors LLC |
3 |
| MRP Capital Investments, LLC |
3 |
| Clearview Wealth Advisors LLC |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| Eudaimonia Partners, LLC |
3 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
3 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
3 |
| Boston Family Office Llc |
3 |
| Monroe Bank & Trust/mi |
3 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
3 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
3 |
| Whipplewood Advisors, LLC |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
| Rsm Us Wealth Management Llc |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| Perkins Investment Management, LLC |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
3 |
| Goodman Financial Corp |
3 |
| GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
3 |
| Geneva Advisors, LLC |
3 |
| Foster & Motley Inc |
3 |
| Motco |
3 |
| Eaton Vance Floating-rate Income Plus Fund |
3 |
| Tredje AP-fonden |
3 |
| FundVantage Trust - Verplanck Balanced Fund |
3 |
| Price Capital Management, Inc. |
3 |
| EMC Capital Management |
3 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
3 |
| DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
3 |
| Focused Wealth Management, Inc |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| Mirova |
3 |
| Ostrum Asset Management |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| Marquette Asset Management, LLC |
3 |
| Phoenix Investment Adviser LLC |
3 |
| ACG Wealth |
3 |
| Ossiam |
3 |
| Hudock, Inc. |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
3 |
| Camarda Financial Advisors, LLC |
3 |
| Mane Global Capital Management Lp |
3 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
3 |
| Westwood Holdings Group Inc |
3 |
| ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
3 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
3 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
| Lonestar Capital Management LLC |
3 |
| Tradition Wealth Management, LLC |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| ARGI Investment Services, LLC |
3 |
| Osborn Rohs Williams & Donohoe Ltd |
3 |
| Vinva Investment Management Ltd |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
| AlphaMark Advisors, LLC |
3 |
| RBF Capital, LLC |
3 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
| Central Bank & Trust Co |
3 |
| SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund |
3 |
| Reynders McVeigh Capital Management, LLC |
3 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
3 |
| Semmax Financial Advisors Inc. |
3 |
| Intrepid Capital Management Inc |
3 |
| OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares |
3 |
| Taproot Management LP |
3 |
| GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
3 |
| Islet Management, LP |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| Rise Advisors, LLC |
3 |
| Avalon Trust Co |
3 |
| SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
| Tremblant Capital Group |
3 |
| PFG Investments, LLC |
3 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
3 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
3 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
3 |
| Davidson Investment Advisors |
3 |
| HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
3 |
| Avenue Income Credit Strategies Fund |
3 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
3 |
| ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
3 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
| St Germain D J Co Inc |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| Miller Value Partners, Llc |
3 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
3 |
| RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
3 |
| PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
3 |
| Hanlon Investment Management, Inc. |
3 |
| HighVista Strategies LLC |
3 |
| Avantax Advisory Services, Inc. |
3 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
3 |
| Diligent Investors, LLC |
3 |
| Hartford Series Fund Inc |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
| Westend Capital Management LLC |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
| Scoggin Management Lp |
3 |
| Principia Wealth Advisory, LLC |
3 |
| Brigade Capital Management, Lp |
3 |
| First Trust High Income Long/short Fund |
3 |
| DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF |
3 |
| Equitec Proprietary Markets, Llc |
3 |
| CastleKnight Management LP |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| P.a.w. Capital Corp |
3 |
| Tobam |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Hedged Advantage ETF |
3 |
| IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
3 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
3 |
| Moran Wealth Management, LLC |
3 |
| Olstein Capital Management, L.P. |
3 |
| BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
3 |
| TimesSquare Capital Management, LLC |
3 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
3 |
| Rock Point Advisors, LLC |
3 |
| Silver Coast Investments LLC |
3 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
3 |
| EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| NorthCoast Asset Management LLC |
3 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
3 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
| Cedar Wealth Management, LLC |
3 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
| HHR Asset Management, LLC |
3 |
| Stillwater Investment Management, L.P. |
3 |
| Miles Capital, Inc. |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| Snow Capital Management Lp |
3 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| Vima Llc |
3 |
| GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| 111 Capital |
3 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| Outfitter Advisors, Ltd. |
3 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
3 |
| Pacific Alternative Asset Management Company, Llc |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| Sierra Summit Advisors Llc |
3 |
| 300 North Capital, Llc |
3 |
| Duality Advisers, Lp |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
3 |
| Forward Management, LLC |
3 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
3 |
| HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
3 |
| Bluestein R H & Co |
3 |
| North Dakota State Investment Board |
3 |
| Ilex Capital Partners (UK) LLP |
3 |
| Options Solutions, Llc |
3 |
| Ronald Blue & Co Llc |
3 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
3 |
| BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF |
3 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
3 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
| Monashee Investment Management LLC |
3 |
| First National Bank Of Omaha |
3 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
3 |
| Strategic Capital Alternatives LLC |
3 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
3 |
| Legato Capital Management LLC |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| Euclid Advisors LLC |
3 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
3 |
| Andromeda Capital LLC |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
3 |
| Highland Capital Management Lp |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| Wood Tarver Financial Group, LLC |
3 |
| PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| Rathbone Brothers plc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| Mosaic Family Wealth, LLC |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Wellington Shields & Co., LLC |
3 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
3 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
| LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| Ropes Wealth Advisors Llc |
3 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| Mycio Wealth Partners, Llc |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| Mount Lucas Management LP |
3 |
| EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
3 |
| Seneschal Advisors, LLC |
3 |
| Sand Grove Capital Management LLP |
3 |
| Estate Counselors, LLC |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| Trustcore Financial Services, Llc |
3 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
3 |
| Cookson Peirce & Co Inc |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| McAdams Wright Ragen, Inc. |
3 |
| EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF |
3 |
| Toth Financial Advisory Corp |
3 |
| Davidson Kempner Capital Management LLC |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| Abel Hall, LLC |
3 |
| Beacon Financial Group |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
3 |
| Archipel Asset Management AB |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| VCIEX - VALIC Co I - International Equities Index Fund |
3 |
| Telluride Asset Management LLC |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| Harber Asset Management Llc |
3 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
| CQS Cayman LP |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| Heck Capital Advisors, LLC |
3 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
3 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| ICA Group Wealth Management, LLC |
3 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
3 |
| Formula Growth Ltd |
3 |
| ProVise Management Group, LLC |
3 |
| BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
3 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
3 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
| Ares Management Llc |
3 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
3 |
| Wilmington Funds Management Corp |
3 |
| Earnest Partners Llc |
3 |
| Transform Wealth, LLC |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| Hatteras Funds, LLC |
3 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
3 |
| Euclidean Technologies Management, LLC |
3 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Citizens Business Bank |
3 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
| Hilltop Holdings Inc. |
3 |
| Rikoon Group, LLC |
3 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
3 |
| Kepos Capital LP |
3 |
| Corient Capital Partners, LLC |
3 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
3 |
| Jag Capital Management, Llc |
3 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
3 |
| Sapphire Star Partners LP |
3 |
| Cidel Asset Management Inc |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| UCC - PROSHARES TRUST - ProShares Ultra Consumer Services |
3 |
| Atika Capital Management LLC |
3 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
| First Bank & Trust |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
3 |
| Baker Ellis Asset Management LLC |
3 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
3 |
| Mascoma Wealth Management LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| Harbor Advisors LLC |
3 |
| Chase Investment Counsel Corp |
3 |
| Hollencrest Capital Management |
3 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
3 |
| Banque Transatlantique SA |
3 |
| 3G Capital Partners LP |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| Radnor Capital Management, LLC |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
| Riverview Trust Co |
3 |
| Roble, Belko & Company, Inc |
3 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
| JT Stratford LLC |
3 |
| PGGM Investments |
3 |
| Courier Capital Llc |
3 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
3 |
| Avantax Planning Partners, Inc. |
3 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
3 |
| Parsons Capital Management Inc/ri |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| Virtus ETF Advisers LLC |
3 |
| Masters Capital Management Llc |
3 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A |
3 |
| Private Wealth Asset Management, LLC |
3 |
| 361 Capital Llc |
3 |
| Hl Financial Services Llc |
3 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A |
3 |
| NOLCX - Northern Funds - Northern Large Cap Core Fund |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Symmetry Partners, LLC |
3 |
| Pomelo Capital LLC |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| Wilmington Trust Co |
3 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
3 |
| Vise Technologies, Inc. |
3 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
3 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
3 |
| Profunds - Profund Vp Ultramid-cap |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
3 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
3 |
| Capital Management Associates /ny/ |
3 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A |
3 |
| LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| WPG Advisers, LLC |
3 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
3 |
| Axxcess Wealth Management, Llc |
3 |
| Wealth Preservation Advisors, LLC |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| Banco Santander, S.A. |
3 |
| Trellus Management Company, LLC |
3 |
| Suvretta Capital Management, Llc |
3 |
| AECHX - American Century World Mutual Funds Inc - Emerging Markets Small Cap Fund C Class |
3 |
| Point72 Europe (London) LLP |
3 |
| AdvisorShares Investments LLC |
3 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
| Semanteon Capital Management, LP |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
3 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
3 |
| Level Four Advisory Services, Llc |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
| Meadow Creek Investment Management LLC |
3 |
| CHICAGO TRUST Co NA |
3 |
| Neuburgh Advisers LLC |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| Nokota Management, LP |
3 |
| Rainier Investment Management Llc |
3 |
| Stephens Investment Management Group LLC |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| Profunds - Profund Vp Consumer Services |
3 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| Raiff Partners Inc |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
| Change Path, LLC |
3 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| IFM Investors Pty Ltd |
3 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| Advantage Investment Management, Llc |
3 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
3 |
| Jabre Capital Partners S.A. |
3 |
| Roosevelt Investment Group Llc |
3 |
| Icon Wealth Partners, LLC |
3 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
| Dogwood Wealth Management LLC |
3 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
3 |
| Dynamic Capital Management Ltd |
3 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
3 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
3 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 |
3 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
3 |
| ACK Asset Management LLC |
3 |
| Squar Milner Financial Services Llc |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| SpiderRock Advisors, LLC |
3 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
| American Independence Funds Trust |
3 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
3 |
| VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
3 |
| Founders Capital Management |
3 |
| Integrated Investment Consultants, LLC |
3 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
3 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
3 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
3 |
| Westside Investment Management, Inc. |
3 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
3 |
| Credo Capital Management, LLC |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
3 |
| Portland Hill Asset Management Ltd |
3 |
| Daiwa SB Investments Ltd. |
3 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
3 |
| Clear Perspective Advisors, LLC |
3 |
| Us Financial Advisors, Llc |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| Eubel Brady & Suttman Asset Management Inc |
3 |
| Lido Advisors, LLC |
3 |
| Accurate Wealth Management, LLC |
3 |
| AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
3 |
| Horizon Investments, LLC |
3 |
| Bfsg, Llc |
3 |
| Itau USA Asset Management Inc. |
3 |
| Edmond de Rothschild (Europe) |
3 |
| Gw Henssler & Associates Ltd |
3 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
3 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
| Integrated Quantitative Investments LLC |
3 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| Kalmar Investments Inc /de/ |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
3 |
| Baystate Wealth Management LLC |
3 |
| Baader Bank INC |
3 |
| IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
3 |
| 180 Wealth Advisors, Llc |
3 |
| Rakuten Securities, Inc. |
3 |
| Lecap Asset Management Ltd |
3 |
| Bb&t Investment Services, Inc. |
3 |
| Century Capital Management, LLC |
3 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
3 |
| AlpInvest Partners B.V. |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| Marathon Trading Investment Management LLC |
3 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
3 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
| CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class |
3 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| Highline Wealth Partners Llc |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
| Woodmont Investment Counsel Llc |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Standard Life Aberdeen plc |
3 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
3 |
| Howard Hughes Medical Institute |
3 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
| Lourd Capital, LLC |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
3 |
| Unison Advisors LLC |
3 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
| Aaron Wealth Advisors LLC |
3 |
| Binnacle Investments Inc |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| Newbrook Capital Advisors LP |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
3 |
| Hodges Capital Management Inc. |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
3 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
3 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
3 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| Global Trust Asset Management, LLC |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
3 |
| B. Riley Financial, Inc. |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
3 |
| CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Beacon Capital Management, LLC |
3 |
| TradeLink Capital LLC |
3 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| Fund 1 Investments, LLC |
3 |
| Mork Capital Management, LLC |
3 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
3 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| Horizon Investment Services, LLC |
3 |
| Arete Wealth Advisors, LLC |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
3 |
| Fir Tree Capital Management Lp |
3 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
3 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
3 |
| Tiger Consumer Management, Lp |
3 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| MYDA Advisors LLC |
3 |
| Wells Fargo Global Dividend Opportunity Fund |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| Wells Fargo Utilities & High Income Fund |
3 |
| SHP Wealth Management |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| L & S Advisors Inc |
3 |
| Ashton Thomas Private Wealth, LLC |
3 |
| Gideon Capital Advisors, Inc. |
3 |
