| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
86 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
83 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
80 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
77 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
75 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
74 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
71 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
71 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
69 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
63 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
57 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
57 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
54 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
54 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
53 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
47 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
45 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
45 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
44 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
42 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
42 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
40 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
39 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
38 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
36 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
35 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
34 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
33 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
32 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
32 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
31 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
31 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
29 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
29 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
28 |
| MASTER BOND LLC - Master Total Return Portfolio |
28 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
28 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
28 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
28 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
28 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
27 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
27 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
27 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
27 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
27 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
27 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
27 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
26 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
25 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
25 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
25 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
25 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
25 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
25 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
24 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
24 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
24 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
23 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
23 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
23 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
23 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
23 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
22 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
22 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
22 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
22 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
22 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
22 |
| Six Circles Trust - Six Circles Global Bond Fund |
21 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
21 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
21 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
21 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
21 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
21 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
21 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
20 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
20 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
20 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
19 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
19 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
19 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
19 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
19 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
19 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
19 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
18 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
18 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
18 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
18 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
18 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
18 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
18 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
17 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
17 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
17 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
17 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
16 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
16 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
16 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
16 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
16 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
16 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
16 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
16 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
16 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
15 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
15 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
15 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
15 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
15 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
15 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
15 |
| Proequities, Inc. |
15 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
15 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
15 |
| UBS Group AG |
15 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
15 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
15 |
| Goldman Sachs Group Inc |
15 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
15 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
15 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
14 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
14 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
14 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
14 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
14 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
14 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
14 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
14 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
14 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
13 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
13 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
13 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
13 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
13 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
13 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
13 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
13 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
13 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
13 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
12 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
12 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
12 |
| Millennium Management Llc |
12 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
12 |
| Morgan Stanley |
12 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
12 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
12 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
12 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
12 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
12 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
12 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
12 |
| Bank Of America Corp /de/ |
12 |
| Royal Bank Of Canada |
12 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
12 |
| Credit Suisse Ag/ |
12 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
12 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
12 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
12 |
| Citadel Advisors Llc |
12 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
11 |
| Susquehanna International Group, Llp |
11 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
11 |
| Wolverine Asset Management Llc |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
11 |
| Wellington Management Group Llp |
11 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
11 |
| Jane Street Group, Llc |
11 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
11 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
11 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
11 |
| Marshall Wace, Llp |
10 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
10 |
| Neuberger Berman Group LLC |
10 |
| Wells Fargo & Company/mn |
10 |
| Tower Research Capital LLC (TRC) |
10 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
10 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
10 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
10 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
10 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
10 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
10 |
| BlackRock, Inc. |
10 |
| Virtu Financial LLC |
10 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
10 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
10 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
10 |
| Ubs Oconnor Llc |
10 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
10 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
10 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
10 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
10 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
10 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
10 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
10 |
| Barclays Plc |
10 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
10 |
| Jpmorgan Chase & Co |
10 |
| Adage Capital Partners Gp, L.l.c. |
10 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
10 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
10 |
| BlueCrest Capital Management Ltd |
10 |
| Hrt Financial Lp |
10 |
| CIBC Private Wealth Group, LLC |
10 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
10 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
10 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
9 |
| Fmr Llc |
9 |
| D. E. Shaw & Co., Inc. |
9 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
9 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
9 |
| Ameriprise Financial Inc |
9 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
9 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
9 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
9 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
9 |
| Tortoise Capital Advisors, L.l.c. |
9 |
| Pnc Financial Services Group, Inc. |
9 |
| Cwm, Llc |
9 |
| Cnh Partners Llc |
9 |
| Kepos Capital LP |
9 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
9 |
| Walleye Capital LLC |
9 |
| Qube Research & Technologies Ltd |
9 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
9 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
9 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
9 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
9 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
9 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
9 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
9 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
9 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
9 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
9 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
9 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
9 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
9 |
| Citigroup Inc |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
9 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
9 |
| Macquarie Group Ltd |
9 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
9 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
9 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
9 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
9 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
9 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
9 |
| Hartree Partners, LP |
9 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
8 |
| Healthcare Of Ontario Pension Plan Trust Fund |
8 |
| Dupont Capital Management Corp |
8 |
| Price T Rowe Associates Inc /md/ |
8 |
| Vanguard Group Inc |
8 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
8 |
| Boothbay Fund Management, Llc |
8 |
| Hudson Bay Capital Management LP |
8 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
8 |
| Bessemer Group Inc |
8 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
8 |
| Steward Partners Investment Advisory, Llc |
8 |
| Advisor Group Holdings, Inc. |
8 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
8 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
8 |
| Bank Of Montreal /can/ |
8 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
8 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
8 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
8 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
8 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
8 |
| NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
8 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
8 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
8 |
| Nuveen Asset Management, LLC |
8 |
| Hbk Investments L P |
8 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
8 |
| J. Goldman & Co LP |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
8 |
| Glazer Capital, Llc |
8 |
| State Street Corp |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
| PEAK6 Investments LLC |
8 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
8 |
| Weiss Asset Management LP |
8 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
8 |
| Manufacturers Life Insurance Company, The |
8 |
| Tudor Investment Corp Et Al |
8 |
| Invesco Ltd. |
8 |
| Marshall Wace North America L.P. |
8 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
8 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
8 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
8 |
| Aventail Capital Group, LP |
8 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
8 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
8 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
8 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
8 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
8 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
8 |
| Rhumbline Advisers |
8 |
| Deutsche Bank Ag\ |
8 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
8 |
| Jefferies Group LLC |
8 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
8 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
7 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
7 |
| Charles Schwab Investment Management Inc |
7 |
| New York State Common Retirement Fund |
7 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
7 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
7 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
7 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
7 |
| Bank of New York Mellon Corp |
7 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
7 |
| Squarepoint Ops LLC |
7 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
7 |
| Captrust Financial Advisors |
7 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
7 |
| Russell Investments Group, Ltd. |
7 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
7 |
| First Trust Advisors Lp |
7 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
7 |
| Cubist Systematic Strategies, LLC |
7 |
| Old Mission Capital Llc |
7 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
7 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
7 |
| Janus Henderson Group Plc |
7 |
| Simplex Trading, Llc |
7 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
7 |
| Lazard Asset Management Llc |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
| Ameritas Investment Partners, Inc. |
7 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
7 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
7 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
7 |
| IFP Advisors, Inc |
7 |
| PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A |
7 |
| Centiva Capital, LP |
7 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
7 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
7 |
| Schonfeld Strategic Advisors LLC |
7 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
7 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
7 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
7 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
7 |
| Tortoise Energy Independence Fund, Inc. |
7 |
| SIR Capital Management, L.P. |
7 |
| Blackstone Group Inc |
7 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
7 |
| Mirae Asset Global Investments Co., Ltd. |
7 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
7 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
7 |
| PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
7 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
7 |
| Renaissance Technologies Llc |
7 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
7 |
| Parallax Volatility Advisers, L.P. |
7 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
7 |
| HITE Hedge Asset Management LLC |
7 |
| Comerica Bank |
7 |
| Bnp Paribas Arbitrage, Sa |
7 |
| Legal & General Group Plc |
7 |
| Arosa Capital Management LP |
7 |
| Magnetar Financial LLC |
7 |
| Prelude Capital Management, Llc |
7 |
| California State Teachers Retirement System |
7 |
| Nisa Investment Advisors, Llc |
7 |
| Walleye Trading LLC |
7 |
| Glenmede Trust Co Na |
7 |
| Amalgamated Bank |
7 |
| Aqr Capital Management Llc |
7 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
7 |
| Highbridge Capital Management Llc |
7 |
| Engineers Gate Manager LP |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
7 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
7 |
| Rockefeller Capital Management L.P. |
7 |
| Point72 Asset Management, L.P. |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
7 |
| Northern Trust Corp |
7 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
7 |
| Css Llc/il |
7 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
7 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
7 |
| ExodusPoint Capital Management, LP |
7 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
7 |
| Geode Capital Management, Llc |
7 |
| Nuveen Real Asset Income & Growth Fund |
7 |
| RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
7 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
7 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
7 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
6 |
| Principal Financial Group Inc |
6 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
6 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
6 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
6 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
6 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
6 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
6 |
| Alliancebernstein L.p. |
6 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
6 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
6 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
6 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
6 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
6 |
| Oxford Asset Management Llp |
6 |
| Us Bancorp \de\ |
6 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
6 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
6 |
| Versus Capital Real Assets Fund Llc |
6 |
| Strs Ohio |
6 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
6 |
| Cohen & Steers Infrastructure Fund Inc |
6 |
| MetLife Investment Management, LLC |
6 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
6 |
| Two Sigma Investments, Lp |
6 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
6 |
| Los Angeles Capital Management Llc |
6 |
| Sculptor Capital LP |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
6 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
6 |
| Ubs Asset Management Americas Inc |
6 |
| Thrivent Financial For Lutherans |
6 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
6 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
6 |
| Franklin Resources Inc |
6 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
6 |
| Two Sigma Securities, Llc |
6 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
6 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
6 |
| LPL Financial LLC |
6 |
| Jones Financial Companies Lllp |
6 |
| Ergoteles LLC |
6 |
| Panagora Asset Management Inc |
6 |
| HighTower Advisors, LLC |
6 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
6 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
6 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
6 |
| Blackrock Core Bond Trust |
6 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
6 |
| Balyasny Asset Management Llc |
6 |
| Stifel Financial Corp |
6 |
| Dimensional Fund Advisors Lp |
6 |
| Jump Financial, LLC |
6 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
6 |
| Yaupon Capital Management LP |
6 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
6 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
6 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
6 |
| Trexquant Investment LP |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
6 |
| Parametric Portfolio Associates Llc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
6 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
| Sei Investments Co |
6 |
| Gsa Capital Partners Llp |
6 |
| SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 |
6 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
6 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
6 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
6 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
6 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
6 |
| PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
6 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
6 |
| Quadrant Capital Group Llc |
6 |
| Tortoise Power & Energy Infrastructure Fund Inc |
6 |
| Advisors Asset Management, Inc. |
6 |
| Tiaa-cref Funds |
6 |
| Tortoise Energy Infrastructure Corp |
6 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
6 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
6 |
| Verition Fund Management LLC |
6 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
6 |
| Group One Trading, L.p. |
6 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
6 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
6 |
| Sterling Capital Management LLC |
6 |
| Moore Capital Management, Lp |
6 |
| Swiss National Bank |
6 |
| Aristeia Capital Llc |
6 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
6 |
| Arizona State Retirement System |
6 |
| Allianz Asset Management GmbH |
6 |
| Quantbot Technologies LP |
6 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
6 |
| American International Group, Inc. |
6 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
6 |
| TCI Wealth Advisors, Inc. |
6 |
| Periscope Capital Inc. |
6 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
6 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
6 |
| College Retirement Equities Fund |
6 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
6 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
6 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
6 |
| FundVantage Trust - Verplanck Balanced Fund |
6 |
| SG Americas Securities, LLC |
6 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
6 |
| Maven Securities LTD |
6 |
| Nomura Holdings Inc |
6 |
| Third Point LLC |
6 |
| Meeder Asset Management Inc |
6 |
| Allworth Financial LP |
6 |
| Voloridge Investment Management, Llc |
6 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
6 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
6 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
6 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
6 |
| OMERS ADMINISTRATION Corp |
6 |
| Truist Financial Corp |
6 |
| Clear Street Markets Llc |
6 |
| State Of Wisconsin Investment Board |
6 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
6 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
6 |
| DekaBank Deutsche Girozentrale |
6 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
| Vanguard Capital Management Llc |
6 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
6 |
| Metropolitan Life Insurance Co/ny |
6 |
| Voya Investment Management Llc |
6 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
6 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
6 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| SBI Securities Co., Ltd. |
5 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| Arena Capital Advisors, LLC- CA |
5 |
| Raymond James & Associates |
5 |
| ProShare Advisors LLC |
5 |
| EJF Capital LLC |
5 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
5 |
| Victory Capital Management Inc |
5 |
| Ensign Peak Advisors, Inc |
5 |
| Principal Funds Inc |
5 |
| Vanguard Global Advisers, LLC |
5 |
| Tortoise Pipeline & Energy Fund, Inc. |
5 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
5 |
| Alps Advisors Inc |
5 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
5 |
| First Horizon Advisors, Inc. |
5 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
5 |
| Two Sigma Advisers, Lp |
5 |
| Cibc World Markets Corp |
5 |
| Signaturefd, Llc |
5 |
| Huntington National Bank |
5 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
5 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
5 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
5 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
5 |
| Guggenheim Capital Llc |
5 |
| XTX Topco Ltd |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| State of Wyoming |
5 |
| MUFG Americas Holdings Corp |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| Zacks Investment Management |
5 |
| Police & Firemen's Retirement System of New Jersey |
5 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
5 |
| Cinctive Capital Management LP |
5 |
| Mariner, LLC |
5 |
| Raymond James Financial Services Advisors, Inc. |
5 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
5 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
5 |
| Lindbrook Capital, Llc |
5 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
5 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
5 |
| Harbour Investments, Inc. |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
5 |
| Cutler Group LP |
5 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
5 |
| Pacer Advisors, Inc. |
5 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
5 |
| Zimmer Partners, LP |
5 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
5 |
| ORG Partners LLC |
5 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
5 |
| Winton Capital Group Ltd |
5 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
5 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
5 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
5 |
| Point72 Hong Kong Ltd |
5 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
5 |
| Dnp Select Income Fund Inc |
5 |
| D.a. Davidson & Co. |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| Advisor Group, Inc. |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
5 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
| QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund |
5 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
5 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
5 |
| CI Private Wealth, LLC |
5 |
| MYDA Advisors LLC |
5 |
| Baird Financial Group, Inc. |
5 |
| DAVENPORT & Co LLC |
5 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
5 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
5 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
5 |
| Ancora Advisors, LLC |
5 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Parallel Advisors, LLC |
5 |
| Nuveen, LLC |
5 |
| Northwestern Mutual Wealth Management Co |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
5 |
| Tortoise Essential Assets Income Term Fund |
5 |
| Farther Finance Advisors, LLC |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
5 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
5 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
5 |
| Bridgewater Associates, LP |
5 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
5 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
5 |
| Sunbelt Securities, Inc. |
5 |
| Acadian Asset Management Llc |
5 |
| GWM Advisors LLC |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Soros Fund Management Llc |
5 |
| Vantagepoint Funds |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
| John Hancock Premium Dividend Fund |
5 |
| PDT Partners, LLC |
5 |
| John Hancock Tax-advantaged Dividend Income Fund |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
5 |
| Intech Investment Management Llc |
5 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
5 |
| True Wealth Design, LLC |
5 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
5 |
| Salem Investment Counselors Inc |
5 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
5 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
| Sandy Spring Bank |
5 |
| Umb Bank N A/mo |
5 |
| Bell Investment Advisors, Inc |
5 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
5 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
5 |
| Shell Asset Management Co |
5 |
| Cowen Group, Inc. |
5 |
| Tocqueville Asset Management L.p. |
5 |
| Park West Asset Management LLC |
5 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
5 |
| Vanguard Portfolio Management Llc |
5 |
| Advisory Services Network, LLC |
5 |
| Graham Capital Management, L.P. |
5 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
5 |
| Cambridge Investment Research Advisors, Inc. |
5 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
5 |
| Levin Capital Strategies, L.p. |
5 |
| Cowen And Company, Llc |
5 |
| Corsair Capital Management, L.p. |
5 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
5 |
| Creative Planning |
5 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
5 |
| Fifth Third Bancorp |
5 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
5 |
| Brookfield Real Assets Income Fund Inc. |
5 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
5 |
| Norges Bank |
5 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
5 |
| Vontobel Holding Ltd. |
5 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
5 |
| ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
5 |
| Vanguard Fiduciary Trust Co |
5 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
5 |
| CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
5 |
| SRS Capital Advisors, Inc. |
5 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
5 |
| Hsbc Holdings Plc |
5 |
| Fortitude Family Office, LLC |
5 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
5 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
5 |
| Quadrature Capital Ltd |
5 |
| Versor Investments LP |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
5 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| GAMMA Investing LLC |
5 |
| Blair William & Co/il |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
5 |
| Prudential Financial Inc |
5 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
5 |
| Rafferty Asset Management, LLC |
5 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
5 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
5 |
| Trust Co Of Vermont |
5 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
5 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
5 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
5 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
5 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
5 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
5 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
5 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
5 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
5 |
| Rothschild Investment Llc |
5 |
| Occudo Quantitative Strategies Lp |
5 |
| Point72 Middle East FZE |
5 |
| Elequin Capital Lp |
5 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
| GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares |
5 |
| Eaton Vance Management |
5 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
| Arrowstreet Capital, Limited Partnership |
5 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
5 |
| Essential Partners LLC |
5 |
| Teacher Retirement System Of Texas |
5 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
5 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
5 |
| Brown Brothers Harriman & Co |
5 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
5 |
| PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
5 |
| Covestor Ltd |
5 |
| Van Eck Associates Corp |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
5 |
| Spring Creek Capital Llc |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| Ellevest, Inc. |
5 |
| Wolverine Trading, Llc |
5 |
| Vanguard World Fund |
5 |
| Penserra Capital Management LLC |
5 |
| Thompson Siegel & Walmsley Llc |
5 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
5 |
| MAI Capital Management |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
5 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
5 |
| Shaolin Capital Management LLC |
5 |
| PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF |
5 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
5 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
5 |
| American Century Companies Inc |
5 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
5 |
| Infrastructure Capital Advisors, Llc |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
5 |
| Rational Advisors Llc |
5 |
| Assenagon Asset Management S.A. |
5 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class |
5 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
5 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
5 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
5 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
5 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
4 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
4 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
4 |
| R Squared Ltd |
4 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
4 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
4 |
| Spire Wealth Management |
4 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
4 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
4 |
| Voya Prime Rate Trust |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
4 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
4 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
4 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
4 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
4 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
4 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
4 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
4 |
| LMR Partners LLP |
4 |
| Nuveen Preferred & Income Opportunities Fund |
4 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| Profunds - Profund Vp Oil & Gas |
4 |
| UMA Financial Services, Inc. |
4 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
4 |
| LBA Wealth Management, LLC |
4 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
4 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
4 |
| John Hancock Preferred Income Fund |
4 |
| John Hancock Preferred Income Fund Iii |
4 |
| John Hancock Preferred Income Fund Ii |
4 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
| Merewether Investment Management, LP |
4 |
| Arden Investment Series Trust |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
4 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
4 |
| Toroso Investments, LLC |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
4 |
| Cresset Asset Management, LLC |
4 |
| Ardsley Advisory Partners Lp |
4 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| Neo Ivy Capital Management |
4 |
| Gupta Wealth Management LLC |
4 |
| Gradient Investments LLC |
4 |
| Ameritas Investment Corp |
4 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
| Blueshift Asset Management, LLC |
4 |
| Algert Global Llc |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
4 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
4 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
4 |
| Y-Intercept (Hong Kong) Ltd |
4 |
| Global Retirement Partners, LLC |
4 |
| FNY Investment Advisers, LLC |
4 |
| Sofos Investments, Inc. |
4 |
| Versant Capital Management, Inc |
4 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
4 |
| Strategic Wealth Partners, Ltd. |
4 |
| Private Capital Group, LLC |
4 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
4 |
| Financial Advocates Investment Management |
4 |
| Tri-continental Corp |
4 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
| Holocene Advisors, LP |
4 |
| Beryl Capital Management LLC |
4 |
| Caption Management, LLC |
4 |
| Westwood Holdings Group Inc |
4 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
| Covalis Capital Llp |
4 |
| Commonwealth Equity Services, Llc |
4 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
4 |
| National Asset Management, Inc. |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
4 |
| Underlying Funds Trust |
4 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
4 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
| Seacrest Wealth Management, Llc |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
4 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
4 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
4 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
4 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
4 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
4 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
4 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
4 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
4 |
| PENN SERIES FUNDS INC - International Equity Fund |
4 |
| Assetmark, Inc |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| Oppenheimer Etf Trust |
4 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
4 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| Calamos Strategic Total Return Fund |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
4 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
4 |
| Winton Diversified Opportunities Fund |
4 |
| Tortoise Mlp Fund, Inc. |
4 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
4 |
| Taconic Capital Advisors LP |
4 |
| Envestnet Asset Management Inc |
4 |
| Irish Life Investment Managers Ltd. |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| Polar Asset Management Partners Inc. |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
4 |
| Great West Life Assurance Co /can/ |
4 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
4 |
| Stevens Capital Management Lp |
4 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
4 |
| Campbell & CO Investment Adviser LLC |
4 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
4 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
4 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
4 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
4 |
| Rydex Etf Trust |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
4 |
| Tfs Capital Investment Trust |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
| BlackRock Institutional Trust Company, N.A. |
4 |
| Disciplined Investments, LLC |
4 |
| Reilly Financial Advisors, Llc |
4 |
| Evercore Wealth Management, LLC |
4 |
| SECOR Capital Advisors, LP |
4 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
4 |
| Airain ltd |
4 |
| Alpine Global Management, LLC |
4 |
| Vantage Investment Advisors, LLC |
4 |
| Twinbeech Capital Lp |
4 |
| Alyeska Investment Group, L.P. |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Corebridge Financial, Inc. |
4 |
| Parametrica Management Ltd |
4 |
| Ieq Capital, Llc |
4 |
| Point72 (DIFC) Ltd |
4 |
| Westport Resources Management Inc |
4 |
| Timber Hill LLC |
4 |
| Angelo Gordon & Co., L.p. |
4 |
| North Star Investment Management Corp. |
4 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
4 |
| Nationwide Fund Advisors |
4 |
| Massmutual Trust Co Fsb/adv |
4 |
| Aperio Group, LLC |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| Pinnacle Summer Investments, Inc. |
4 |
| Piedmont Investment Advisors Llc |
4 |
| Capital Fund Management S.a. |
4 |
| Commonwealth Equity Services, Inc |
4 |
| Enterprise Financial Services Corp |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| EntryPoint Capital, LLC |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| Smartleaf Asset Management LLC |
4 |
| Pictet Asset Management Sa |
4 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
4 |
| Skopos Labs, Inc. |
4 |
| Principal Securities, Inc. |
4 |
| Winslow, Evans & Crocker, Inc. |
4 |
| Suntrust Banks Inc |
4 |
| First Manhattan Co |
4 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
4 |
| GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares |
4 |
| Canyon Capital Advisors Llc |
4 |
| Massachusetts Financial Services Co /ma/ |
4 |
| JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| Cornerstone Advisors, Inc. |
4 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| Toronto Dominion Bank |
4 |
| Pictet Asset Management Holding SA |
4 |
| Regions Financial Corp |
4 |
| Vigilant Capital Management, LLC |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| Federated Hermes, Inc. |
4 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| Keybank National Association/oh |
4 |
| Ellington Management Group Llc |
4 |
| Paloma Partners Management Co |
4 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
4 |
| Man Group plc |
4 |
| Natixis |
4 |
| FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
4 |
| Mackenzie Financial Corp |
4 |
| A.R.T. Advisors, LLC |
4 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
4 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
4 |
| PFFD - Global X Funds - Global X U.S. Preferred ETF |
4 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
4 |
| Td Asset Management Inc |
4 |
| Nbc Securities, Inc. |
4 |
| Oppenheimer & Co Inc |
4 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
| Parkside Financial Bank & Trust |
4 |
| United Services Automobile Association |
4 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
4 |
| Farallon Capital Management Llc |
4 |
| NEXT Financial Group, Inc |
4 |
| Public Employees Retirement Association Of Colorado |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
4 |
| Numeric Investors Llc |
4 |
| Canada Pension Plan Investment Board |
4 |
| DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| Spot Trading L.L.C |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
4 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
4 |
| Dynamic Technology Lab Private Ltd |
4 |
| First Quadrant L P/ca |
4 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
4 |
| Assured Investment Management LLC |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| New York State Teachers Retirement System |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| Janney Montgomery Scott LLC |
4 |
| Janney Capital Management LLC |
4 |
| Caitong International Asset Management Co., Ltd |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| Brookstone Capital Management |
4 |
| CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
4 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
4 |
| Fox Run Management, L.l.c. |
4 |
| State of New Jersey Common Pension Fund D |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
4 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
4 |
| Benjamin F. Edwards & Company, Inc. |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Gierl Augustine Investment Management Inc |
4 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
4 |
| American Portfolios Advisors |
4 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
4 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
4 |
| Ladenburg Thalmann Financial Services Inc |
4 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
4 |
| Monashee Investment Management LLC |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| Cornerstone Planning Group LLC |
4 |
| Sawtooth Solutions, LLC |
4 |
| Nomura Asset Management Co Ltd |
4 |
| Moors & Cabot, Inc. |
4 |
| Great Lakes Advisors, Llc |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
4 |
| Quarry LP |
4 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
4 |
| BlackRock Group LTD |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| BlackRock Fund Advisors |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES |
4 |
| MCF Advisors LLC |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| Sonora Investment Management, LLC |
4 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
4 |
| Synovus Financial Corp |
4 |
| Burney Co/ |
4 |
| Chicago Partners Investment Group LLC |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| Picton Mahoney Asset Management |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| BlackRock Advisors LLC |
4 |
| Russell Frank Co/ |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| Mackay Shields Llc |
4 |
| AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
4 |
| Integrated Wealth Management |
4 |
| Credit Agricole S A |
4 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
4 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
4 |
| Oakworth Capital, Inc. |
4 |
| BlackRock Investment Management, LLC |
4 |
| Ronald Blue Trust, Inc. |
4 |
| GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
4 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
4 |
| Berkley W R Corp |
4 |
| PEAK6 Investments, L.P. |
4 |
| Brinker Capital Investments, LLC |
4 |
| Menta Capital Llc |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
4 |
| FineMark National Bank & Trust |
4 |
| Private Advisor Group, LLC |
4 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
4 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
4 |
| Employees Retirement System of Texas |
4 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
4 |
| KBC Group NV |
4 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
4 |
| First Republic Investment Management, Inc. |
4 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| O'shaughnessy Asset Management, Llc |
4 |
| Salient Capital Advisors, LLC |
4 |
| Vanguard Whitehall Funds |
4 |
| Managed Account Advisors Llc |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| QS Investors, LLC |
4 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
4 |
| Cetera Advisor Networks LLC |
4 |
| CENTRAL TRUST Co |
4 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
4 |
| JNBA Financial Advisors |
4 |
| APG Asset Management N.V. |
4 |
| Klp Kapitalforvaltning As |
4 |
| Teachers Advisors, Llc |
4 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
4 |
| Tiaa Cref Investment Management Llc |
4 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
4 |
| PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional |
4 |
| CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
4 |
| J. Derek Lewis & Associates Inc. |
4 |
| Schroder Investment Management Group |
4 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
4 |
| Exane Derivatives |
4 |
| PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
4 |
| California Public Employees Retirement System |
4 |
| NumerixS Investment Technologies Inc |
4 |
| Ubs Ag |
4 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
4 |
| WFG Advisors, LP |
4 |
| Acrospire Investment Management LLC |
4 |
| PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
4 |
| Brevan Howard Capital Management LP |
4 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
4 |
| National Planning Corp |
4 |
| Barings Llc |
4 |
| Kcg Holdings, Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
4 |
| PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
4 |
| Aquatic Capital Management LLC |
4 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
4 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
4 |
| Bayesian Capital Management, LP |
4 |
| Capstone Investment Advisors, Llc |
4 |
| Corton Capital Inc. |
4 |
| Stone Ridge Asset Management LLC |
4 |
| Zions Bancorporation |
4 |
| Absolute Return Capital, LLC |
4 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
4 |
| Jacobs Levy Equity Management, Inc |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| RidgeWorth Capital Management LLC |
4 |
| CoreCap Advisors, LLC |
4 |
| Amundi |
4 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| Gotham Asset Management, LLC |
4 |
| Sciencast Management LP |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
4 |
| Dubuque Bank & Trust Co |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
4 |
| First Personal Financial Services |
4 |
| Jennison Associates Llc |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative |
4 |
| DRW Securities, LLC |
4 |
| Capital Performance Advisors Llp |
4 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
4 |
| TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class |
4 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
4 |
| Johnson Investment Counsel Inc |
4 |
| Axa S.a. |
4 |
| Wealthspire Advisors, L.P. |
4 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
4 |
| SAC Capital Advisors LP |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
4 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
4 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
4 |
| Jane Street Holding, LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
4 |
| Allspring Global Investments Holdings, LLC |
4 |
| Emerald Acquisition Ltd. |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| Jacobi Capital Management LLC |
4 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
| U.S. Capital Wealth Advisors, LLC |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
4 |
| State of Alaska, Department of Revenue |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| Hartland & Co., LLC |
4 |
| Teza Capital Management LLC |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| DLD Asset Management, LP |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
4 |
| Gabelli Funds Llc |
4 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
4 |
| Coldstream Capital Management Inc |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| Dark Forest Capital Management Lp |
4 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
4 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
4 |
| MetLife Securities, Inc |
4 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
4 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
4 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
4 |
| BDO Wealth Advisors, LLC |
4 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| Clearbridge Investments, LLC |
4 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
4 |
| Bartlett & Co. LLC |
4 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
4 |
| Putnam Investments Llc |
4 |
| Valeo Financial Advisors, LLC |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
4 |
| Optiver Holding B.V. |
4 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
4 |
| Vanguard Index Funds |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
3 |
| Wealthspire Advisors, LLC |
3 |
| Peak6 Llc |
3 |
| Aigen Investment Management, Lp |
3 |
| West Tower Group, LLC |
3 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
3 |
| Kula Investments, LLC |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Quaker Wealth Management, LLC |
3 |
| Carolina Wealth Advisors, LLC |
3 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
| MONECO Advisors, LLC |
3 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
| Manchester Capital Management LLC |
3 |
| Blackstart Capital LP |
3 |
| RobecoSam USA, Inc. |
3 |
| ETRADE Capital Management LLC |
3 |
| DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
3 |
| Guardian Variable Products Trust - Guardian Global Utilities VIP Fund |
3 |
| Headlands Technologies LLC |
3 |
| Landscape Capital Management, L.l.c. |
3 |
| Rehmann Capital Advisory Group |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| Belpointe Asset Management LLC |
3 |
| Regentatlantic Capital Llc |
3 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
| Moran Wealth Management, LLC |
3 |
| Vestcor Inc |
3 |
| Focused Wealth Management, Inc |
3 |
| Lehman Financial Resources, Inc. |
3 |
| JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A |
3 |
| Axq Capital, Lp |
3 |
| Hennessy Advisors Inc |
3 |
| Ovata Capital Management Ltd |
3 |
| Ethic Inc. |
3 |
| Mutual Of America Capital Management Llc |
3 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
| Bleakley Financial Group, LLC |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| Jones Road Capital Management, L.p. |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
3 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
| MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A |
3 |
| Arkadios Wealth Advisors |
3 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
3 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
3 |
| Willingdon Wealth Management |
3 |
| Elkfork Partners LLC |
3 |
| Robeco Institutional Asset Management B.V. |
3 |
| Wedge Capital Management L L P/nc |
3 |
| Ironwood Financial, llc |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
3 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
3 |
| General Motors Investment Management Corp |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
3 |
| Wesbanco Bank Inc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
| Winfield Associates, Inc. |
3 |
| Meridian Wealth Partners, LLC |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
| Mirabella Financial Services Llp |
3 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| Farringdon Capital, Ltd. |
3 |
| JJJ Advisors Inc. |
3 |
| New England Capital Financial Advisors LLC |
3 |
| Valley National Advisers Inc |
3 |
| Wealth Quarterback LLC |
3 |
| Glen Eagle Advisors, LLC |
3 |
| Mason Street Advisors, Llc |
3 |
| Eqis Capital Management, Inc. |
3 |
| Western Wealth Management, LLC |
3 |
| LS Investment Advisors, LLC |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| Invesco Bond Fund |
3 |
| Convergence Investment Partners, LLC |
3 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
3 |
| Ci Investments Inc. |
3 |
| Tfs Capital Llc |
3 |
| Utah Retirement Systems |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| Optimum Investment Advisors |
3 |
| Karp Capital Management Corp |
3 |
| TRANSAMERICA FUNDS - Transamerica Total Return I2 |
3 |
| RFP Financial Group LLC |
3 |
| Cerebellum GP, LLC |
3 |
| Financial Architects, Inc |
3 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
| Nbt Bank N A /ny |
3 |
| Princeton Global Asset Management LLC |
3 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| Partnervest Advisory Services LLC |
3 |
| GAM Holding AG |
3 |
| Treasurer of the State of North Carolina |
3 |
| S&co Inc |
3 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
3 |
| Quantitative Investment Management, LLC |
3 |
| M&r Capital Management Inc |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| Vident Investment Advisory, LLC |
3 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
| Icon Advisers Inc/co |
3 |
| Equitec Specialists, Llc |
3 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
3 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
| Cedar Wealth Management, LLC |
3 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
3 |
| BlackRock Japan Co. Ltd |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| Liberty Wealth Management Llc |
3 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
3 |
| Prestige Wealth Management Group LLC |
3 |
| Empowered Funds, LLC |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| Jackson Real Assets Fund |
3 |
| Gemmer Asset Management LLC |
3 |
| Geneos Wealth Management Inc. |
3 |
| Energy Income Partners, LLC |
3 |
| PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
3 |
| ICA Group Wealth Management, LLC |
3 |
| Calamos Long/Short Equity & Dynamic Income Trust |
3 |
| Cerity Partners LLC |
3 |
| Candriam Luxembourg S.C.A. |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
3 |
| Pennsylvania Trust Co |
3 |
| JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
3 |
| IMC-Chicago, LLC |
3 |
| South Dakota Investment Council |
3 |
| Luminus Management Llc |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Koshinski Asset Management, Inc. |
3 |
| Johnson Financial Group, Inc. |
3 |
| Winton Capital Management Ltd |
3 |
| Northern Trust Co Of Connecticut |
3 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
3 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
3 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
3 |
| Royal Fund Management, LLC |
3 |
| Xponance, Inc. |
3 |
| Golden State Wealth Management, LLC |
3 |
| JustInvest LLC |
3 |
| Sanctuary Advisors, LLC |
3 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
3 |
| James Investment Research Inc |
3 |
| GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
3 |
| Asset Management One Co., Ltd. |
3 |
| Usca Ria Llc |
3 |
| CIBC Asset Management Inc |
3 |
| WealthStone, Inc. |
3 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
3 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
3 |
| Diversified Trust Co |
3 |
| Community Bank, N.A. |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
3 |
| Money Concepts Capital Corp |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
| Coastal Investment Advisors, Inc. |
3 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
3 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| Weaver Consulting Group |
3 |
| NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
3 |
| Ionic Capital Management LLC |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| Cipher Capital LP |
3 |
| GeoWealth Management, LLC |
3 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
3 |
| NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| Prospera Financial Services Inc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
3 |
| MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
3 |
| First Trust Intermediate Duration Preferred & Income Fund |
3 |
| Paradigm Asset Management Co Llc |
3 |
| HAP Trading, LLC |
3 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
| Independent Advisor Alliance |
3 |
| Jpmorgan Trust Iii |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| Campbell Multi-strategy Trust |
3 |
| Glassman Wealth Services |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
3 |
| Hcim Trust |
3 |
| Seven Eight Capital, Lp |
3 |
| Hantz Financial Services, Inc. |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| Avion Wealth |
3 |
| GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF |
3 |
| Munder Series Trust |
3 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
3 |
| Parametric Market Neutral Portfolio |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| AE Wealth Management LLC |
3 |
| Evoke Wealth, Llc |
3 |
| GV Financial Advisors |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
3 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
3 |
| Smithfield Trust Co |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
3 |
| MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| Glen Harbor Capital Management LLC |
3 |
| Carlson Capital L P |
3 |
| Cowen Investment Management LLC |
3 |
| Texas Permanent School Fund |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I |
3 |
| Zebra Capital Management LLC |
3 |
| Profund Advisors Llc |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
3 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| Amalgamated Financial Corp. |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| Blackrock Credit Allocation Income Trust |
3 |
| Amerivest Investment Management LLC |
3 |
| SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 |
3 |
| United Capital Financial Advisers, Llc |
3 |
| Boston Private Bank & Trust Co |
3 |
| Private Trust Co Na |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| Mv Capital Management, Inc. |
3 |
| Shelton Capital Management |
3 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
3 |
| Continuum Advisory, LLC |
3 |
| Tcwp Llc |
3 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
3 |
| Checchi Capital Advisers, LLC |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| Transce3nd, LLC |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
3 |
| Virginia Retirement System |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| Goldman Sachs Mlp & Energy Renaissance Fund |
3 |
| Oppenheimer Asset Management Inc. |
3 |
| WealthPLAN Partners, LLC |
3 |
| Greenleaf Trust |
3 |
| Cigna Investments Inc /new |
3 |
| Clean Yield Group |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| Proficio Capital Partners LLC |
3 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
3 |
| Analytic Investors, LLC |
3 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| HN Saltoro Capital, LP |
3 |
| CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares |
3 |
| Wells Fargo Global Dividend Opportunity Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
3 |
| Horizons Etf Trust I |
3 |
| Accurate Wealth Management, LLC |
3 |
| Laurion Capital Management LP |
3 |
| RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
3 |
| Securian Asset Management, Inc |
3 |
| P Schoenfeld Asset Management Lp |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| Tdam Usa Inc. |
3 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
3 |
| Chicago Equity Partners Llc |
3 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
3 |
| First Horizon Corp |
3 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
3 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
3 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
3 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
3 |
| Macquarie Global Infrastructure Total Return Fund Inc. |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| Knight Capital Group, Inc. |
3 |
| HBK Sorce Advisory LLC |
3 |
| Delaware Enhanced Global Dividend & Income Fund |
3 |
| Oppenheimer Funds Inc |
3 |
| Psagot Value Holdings Ltd. / (Israel) |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
| Bancroft Fund Ltd |
3 |
| Sowell Financial Services LLC |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
3 |
| Vivaldi Asset Management, LLC |
3 |
| Gamco Investors, Inc. Et Al |
3 |
| Shapiro Robert N |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| Tradeworx Inc. |
3 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
3 |
| New England Securities Corp /MA/ |
3 |
| Washington Trust Bank |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
3 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| Forsta Ap-fonden |
3 |
| Archford Capital Strategies, LLC |
3 |
| Omnia Family Wealth, LLC |
3 |
| Storebrand Asset Management As |
3 |
| Santa Fe Partners LLC |
3 |
| Whittier Trust Co |
3 |
| Freedman Financial Associates, Inc. |
3 |
| AMP Capital Investors Ltd |
3 |
| Aris Wealth Services, Inc. |
3 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
3 |
| PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
3 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
| Simplicity Wealth,LLC |
3 |
| BNP Paribas Asset Management Holding S.A. |
3 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
3 |
| Martingale Asset Management L P |
3 |
| Arete Wealth Advisors, LLC |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
3 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
3 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
3 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
3 |
| Advisor Resource Council |
3 |
| Hancock Whitney Corp |
3 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
3 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
3 |
| Cetera Investment Advisers |
3 |
| Bokf, Na |
3 |
| Special Opportunities Fund, Inc. |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares |
3 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
3 |
| National Bank Of Canada /fi/ |
3 |
| A. D. Beadell Investment Counsel, Inc. |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
3 |
| Catalyst Capital Advisors LLC |
3 |
| Spark Investment Management LLC |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
| Jfs Wealth Advisors, Llc |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class |
3 |
| Donaldson Capital Management, Llc |
3 |
| Epoch Investment Partners, Inc. |
3 |
| First Allied Advisory Services, Inc. |
3 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
| Pictet Asset Management Ltd |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| Raymond James Financial Inc |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
3 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| Segantii Capital Management Ltd |
3 |
| Earnest Partners Llc |
3 |
| Kestra Advisory Services, LLC |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| Vision Financial Markets Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A |
3 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
3 |
| Motco |
3 |
| Hillsdale Investment Management Inc. |
3 |
| Invictus RG Pte. Ltd. |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| Transamerica Partners Funds Group |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| Eisler Capital (UK) Ltd. |
3 |
| Hodges Capital Management Inc. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
3 |
| William Blair Investment Management, Llc |
3 |
| Bloom Tree Partners, Llc |
3 |
| IndexIQ Advisors LLC |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| Fort, L.p. |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
3 |
| Element Capital Management Llc |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
3 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
3 |
| DC Investments Management, LLC |
3 |
| Transamerica Partners Portfolios |
3 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
3 |
| Blue Sky Asset Management, LLC |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Flagship Harbor Advisors, Llc |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| Brandywine Global Investment Management, LLC |
3 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| Bailard, Inc. |
3 |
| Ellsworth Growth & Income Fund Ltd |
3 |
| SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A |
3 |
| Thomist Capital Management, LP |
3 |
| Signet Financial Management, Llc |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| SJS Investment Consulting Inc. |
3 |
| EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I |
3 |
| Vanguard Specialized Funds |
3 |
| Tlp Group Llc |
3 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
3 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| John Hancock Hedged Equity & Income Fund |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| Cordant, Inc. |
3 |
| Seven Grand Managers, Llc |
3 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| CIBC Bancorp USA Inc. |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| Trust For Advisor Solutions |
3 |
| FRANK FUNDS - Camelot Event Driven Fund Class A Shares |
3 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
3 |
| Ing Groep Nv |
3 |
| Calton & Associates, Inc. |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
| Jump Trading, LLC |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| Tibra Equities Europe Ltd |
3 |
| Gryphon Financial Partners LLC |
3 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
3 |
| Centaurus Financial, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
3 |
| Trustcore Financial Services, Llc |
3 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
| Taylor Hoffman Wealth Management |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
3 |
| CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A |
3 |
| SHP Wealth Management |
3 |
| Cohen & Co Financial Management, LLC |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| Pinnacle Wealth Planning Services, Inc. |
3 |
| Daiwa Securities Group Inc. |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| Financial Gravity Companies, Inc. |
3 |
| Electron Capital Partners, LLC |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| Cohen & Steers Select Preferred & Income Fund, Inc. |
3 |
| Larson Financial Group LLC |
3 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
| Truewealth Llc |
3 |
| Jefferies Financial Group Inc. |
3 |
| Merit Financial Group, LLC |
3 |
| Evolve Private Wealth, Llc |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Fuller & Thaler Asset Management, Inc. |
3 |
| 6 Meridian |
3 |
| Itau Unibanco Holding S.A. |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| Ingalls & Snyder Llc |
3 |
| Clearview Wealth Advisors LLC |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
| Mml Investors Services, Llc |
3 |
| Berman Capital Advisors, LLC |
3 |
| Caxton Associates Lp |
3 |
| Brown Advisory Inc |
3 |
| New Mexico Educational Retirement Board |
3 |
| Diameter Capital Partners LP |
3 |
| Sound Income Strategies, LLC |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| First Command Advisory Services, Inc. |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| Steward Financial Group LLC |
3 |
| People's United Financial, Inc. |
3 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
| Leonteq Securities AG |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| Cohen & Steers Reit & Preferred Income Fund Inc |
3 |
| Capula Management Ltd |
3 |
| First Citizens Bank & Trust Co |
3 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
| Wealthfront Inc |
3 |
| American Funds Insurance Series |
3 |
| M&t Bank Corp |
3 |
| NatWest Group plc |
3 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
| CWM Advisors, LLC |
3 |
| Summit Trail Advisors, Llc |
3 |
| Allegis Investment Advisors, LLC |
3 |
| Deere & Co |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| Beacon Capital Management, Inc. |
3 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
3 |
| GoalVest Advisory LLC |
3 |
| Usaa Etf Trust |
3 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
3 |
| Tiaa, Fsb |
3 |
| K2 Principal Fund, L.p. |
3 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
3 |
| AHL Partners LLP |
3 |
| Diametric Capital, LP |
3 |
| Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) |
3 |
| Schubert & Co |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| Riverhead Capital Management Llc |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| State of Tennessee, Treasury Department |
3 |
| Horizon Investment Services, LLC |
3 |
| We Are One Seven, LLC |
3 |
| Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) |
3 |
| AdvisorNet Financial, Inc |
3 |
| Wipfli Financial Advisors Llc, |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| Cantab Capital Partners LLP |
3 |
| Cohen & Steers, Inc. |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Security National Trust Co |
3 |
| Prudential Plc |
3 |
| Counterpoint Mutual Funds LLC |
3 |
| Bank Of Nova Scotia |
3 |
| Cvi Holdings, Llc |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| Resources Investment Advisors, LLC. |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
| VTL Associates, LLC |
3 |
| Brand Asset Management Group, Inc. |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
3 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| Index Management Solutions, LLC |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| City National Bank |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
| Gabelli Utility Trust |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| Q Global Advisors, LLC |
3 |
| GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
3 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
| Wealthcare Capital Management Llc |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| Placemark Investments, Inc. |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| BlueCrest Capital Management LLP |
3 |
| Apollo Management Holdings, L.P. |
3 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
3 |
| Robeco Schweiz AG |
3 |
| Gary Goldberg Planning Services Inc |
3 |
| Gabelli Dividend & Income Trust |
3 |
| Gabelli Global Utility & Income Trust |
3 |
| Bogart Wealth, LLC |
3 |
| Quantamental Technologies LLC |
3 |
| Ellis Investment Partners, LLC |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| Triumph Capital Management |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
3 |
| Nuveen Tax-advantaged Dividend Growth Fund |
3 |
| Qs Batterymarch Financial Management, Inc |
3 |
| Cadence Capital Management Llc |
3 |
| Crossmark Global Holdings, Inc. |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| Old Mutual Global Investors (UK) Ltd. |
3 |
| Princeton Alpha Management LP |
3 |
| ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 |
3 |
| Enlightenment Research, LLC |
3 |
| Man Investments Ltd |
3 |
| Cable Hill Partners, LLC |
3 |
| Societe Generale |
3 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
| Saba Capital Management, L.P. |
3 |
| PineBridge Investments, L.P. |
3 |
| Csenge Advisory Group |
3 |
| Raymond James Trust N.a. |
3 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
3 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
3 |
| TIG Advisors, LLC |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| Calamos Advisors LLC |
3 |
| TD Waterhouse Canada Inc. |
3 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
3 |
| J.w. Cole Advisors, Inc. |
3 |
| Pearl River Capital, LLC |
3 |
| NorthCoast Asset Management LLC |
3 |
| Ontario Teachers Pension Plan Board |
3 |
| Alphacrest Capital Management Llc |
3 |
| Waldron Private Wealth LLC |
3 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
3 |
| Pinnacle Associates Ltd |
3 |
| Radcliffe Capital Management, L.P. |
3 |
| Mason Street Advisors, Llc |
3 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
3 |
| Savior LLC |
3 |
| Bank Of Hawaii |
3 |
| Jupiter Asset Management Ltd |
3 |
| Stratos Wealth Advisors, LLC |
3 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
3 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
3 |
| Eagle Global Advisors Llc |
3 |
| Townsquare Capital Llc |
3 |
| Bridgeway Capital Management Inc |
3 |
| Vident Advisory, LLC |
3 |
| Denver Investment Advisors Llc |
3 |
| Bridgefront Capital, LLC |
3 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
3 |
| Cutter & CO Brokerage, Inc. |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| Duality Advisers, Lp |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| Zions Bancorporation, N.A. |
3 |
| Mather Group, Llc. |
3 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
3 |
| Security Benefit Life Insurance Co /ks/ |
3 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
| Tfo-tdc, Llc |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
| Avantax Advisory Services, Inc. |
3 |
| Magnus Financial Group LLC |
3 |
| PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF |
3 |
| Mizuho Securities Usa Llc |
3 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
| Hartford Series Fund Inc |
3 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
3 |
| Duncker Streett & Co Inc |
3 |
| Teachers Retirement System Of The State Of Kentucky |
3 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
3 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
3 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
3 |
| Clinton Group Inc |
3 |
| NewSquare Capital LLC |
3 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
3 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
3 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
3 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
3 |
| Cribstone Capital Management, LLC |
3 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
| VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares |
3 |
| ACES - ALPS ETF Trust - ALPS Clean Energy ETF |
3 |
| Gw Henssler & Associates Ltd |
3 |
| State Of Michigan Retirement System |
3 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
3 |
| Howe & Rusling Inc |
3 |
| Public Sector Pension Investment Board |
3 |
| Oregon Public Employees Retirement Fund |
3 |
| PRW Wealth Management LLC |
3 |
| CenterStar Fund, LLC |
3 |
| FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| Alera Investment Advisors, LLC |
3 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
3 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
3 |
| Tarbox Family Office, Inc. |
3 |
| Cullen/frost Bankers, Inc. |
3 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
| Janus Capital Management Llc |
3 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
3 |
| Nine Chapters Capital Management LLC |
3 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
3 |
| Retirement Systems of Alabama |
3 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
3 |
| FormulaFolio Investments, LLC |
3 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
3 |
| Signature Resources Capital Management, LLC |
3 |
| Gts Securities Llc |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| Private Wealth Management Group, LLC |
3 |
| World Asset Management Inc |
3 |
| Dorsey Wright & Associates |
3 |
| Parkwood LLC |
3 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
3 |
| Quest Partners LLC |
3 |
| Connor, Clark & Lunn Investment Management Ltd. |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Kennedy Capital Management, Inc. |
3 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| O'Shares Investment Advisers, LLC |
3 |
| QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF |
3 |
| Reinhart Partners, Inc. |
3 |
| Orrstown Financial Services Inc |
3 |
| IBM Retirement Fund |
3 |
| Colony Group Llc |
3 |
| Oakbrook Investments Llc |
3 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
3 |
| Thompson Davis & Co., Inc. |
3 |
| Perigon Wealth Management, LLC |
3 |
| Eastern Bank |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
| DnB Asset Management AS |
3 |
| GCCHX - GMO TRUST - GMO Climate Change Fund Class III |
3 |
| Joel Isaacson & Co., LLC |
3 |
| Louisiana State Employees Retirement System |
3 |
| Americafirst Capital Management, Llc |
3 |
| Malaga Cove Capital, LLC |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
3 |
| Atom Investors LP |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| Delta Asset Management Llc/tn |
3 |
| ClariVest Asset Management LLC |
3 |
| Tompkins Financial Corp |
3 |
| Silphium Asset Management Ltd |
3 |
| Nebula Research & Development LLC |
3 |
| Root Financial Partners, LLC |
3 |
| Consolidated Portfolio Review Corp |
3 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
| Sageworth Trust Co |
3 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
3 |
| PFG Investments, LLC |
3 |
| AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
3 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Brookfield Infrastructure Income Fund Inc. |
3 |
| Atria Investments Llc |
3 |
| ELCO Management Co., LLC |
3 |
| Share Andrew L. |
3 |
| First Financial Corp /in/ |
3 |
| Capstone Asset Management Co |
3 |
| Public Employees Retirement System Of Ohio |
3 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
3 |
| Creekmur Asset Management LLC |
3 |
| Authentikos Wealth Advisory, LLC |
3 |
| Loomis Sayles & Co L P |
3 |
| EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| Transamerica Financial Advisors, Inc. |
3 |
| Actinver Wealth Management, Inc. |
3 |
| Quantitative Systematic Strategies LLC |
3 |
| FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
3 |
| First Hawaiian Bank |
3 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
3 |
| Wade G W & Inc |
3 |
| Putnam ETF Trust - Putnam ESG Core Bond ETF - |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
3 |
| FIL Ltd |
3 |
| EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB |
3 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
| Pine River Capital Management L.P. |
3 |
| FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF |
3 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
3 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
3 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| Evergreen Capital Management Llc |
3 |
| Tiaa Cref Trust Co Fsb/mo |
3 |
| GHP Investment Advisors, Inc. |
3 |
| Baystate Wealth Management LLC |
3 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
3 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
3 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| Miller Howard Investments Inc /ny |
3 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
3 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
3 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Sittner & Nelson, Llc |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
3 |
| Indaba Capital Management, L.P. |
3 |
| Coppell Advisory Solutions Corp. |
3 |
| Financial Management Professionals, Inc. |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| Commonwealth Bank Of Australia |
3 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
| Federation des caisses Desjardins du Quebec |
3 |
| Applied Finance Capital Management, LLC |
3 |
| VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares |
3 |
| AGF Investments LLC |
3 |
| Segall Bryant & Hamill, Llc |
3 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
3 |
| Commerce Bank |
3 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| FPWR - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF |
3 |
| EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund |
3 |
| Atwood & Palmer Inc |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF |
3 |
| Natixis Advisors, L.p. |
3 |
| Numerai GP LLC |
3 |
| Old National Bancorp /in/ |
3 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
3 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
3 |
| Investment Centers Of America Inc |
3 |
| Sii Investments Inc/wi |
3 |
| Alpha DNA Investment Management LLC |
3 |
| Voya Financial Advisors, Inc. |
3 |
| Farmers & Merchants Trust Co of Chambersburg PA |
3 |
| Peapack Gladstone Financial Corp |
3 |
| Calvert Investment Management, Inc. |
3 |
| FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A |
3 |