| Proequities, Inc. |
57 |
| Morgan Stanley |
56 |
| Citadel Advisors Llc |
53 |
| UBS Group AG |
52 |
| Jpmorgan Chase & Co |
51 |
| Susquehanna International Group, Llp |
50 |
| Royal Bank Of Canada |
50 |
| Bank Of America Corp /de/ |
48 |
| Barclays Plc |
47 |
| Millennium Management Llc |
45 |
| Citigroup Inc |
44 |
| BlackRock, Inc. |
44 |
| Vanguard Group Inc |
43 |
| Tower Research Capital LLC (TRC) |
43 |
| Wells Fargo & Company/mn |
43 |
| Geode Capital Management, Llc |
42 |
| Deutsche Bank Ag\ |
42 |
| State Street Corp |
42 |
| Goldman Sachs Group Inc |
41 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
41 |
| Jane Street Group, Llc |
41 |
| Fmr Llc |
37 |
| Renaissance Technologies Llc |
37 |
| Credit Suisse Ag/ |
36 |
| Bank Of Montreal /can/ |
36 |
| Northern Trust Corp |
35 |
| Two Sigma Investments, Lp |
35 |
| D. E. Shaw & Co., Inc. |
34 |
| Bnp Paribas Arbitrage, Sa |
34 |
| Bank of New York Mellon Corp |
34 |
| Marshall Wace, Llp |
33 |
| Advisor Group Holdings, Inc. |
33 |
| Hrt Financial Lp |
33 |
| Virtu Financial LLC |
32 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
32 |
| Invesco Ltd. |
31 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
30 |
| Ameriprise Financial Inc |
30 |
| New York State Common Retirement Fund |
30 |
| Russell Investments Group, Ltd. |
29 |
| Dimensional Fund Advisors Lp |
29 |
| Two Sigma Advisers, Lp |
28 |
| Ubs Asset Management Americas Inc |
28 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
28 |
| Nomura Holdings Inc |
28 |
| Pnc Financial Services Group, Inc. |
28 |
| Balyasny Asset Management Llc |
27 |
| Us Bancorp \de\ |
27 |
| Simplex Trading, Llc |
27 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
27 |
| Charles Schwab Investment Management Inc |
27 |
| Acadian Asset Management Llc |
26 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
26 |
| Two Sigma Securities, Llc |
26 |
| Rhumbline Advisers |
26 |
| Group One Trading, L.p. |
26 |
| Creative Planning |
26 |
| Victory Capital Management Inc |
26 |
| Walleye Capital LLC |
26 |
| Federated Hermes, Inc. |
26 |
| Sei Investments Co |
26 |
| ExodusPoint Capital Management, LP |
26 |
| Gsa Capital Partners Llp |
26 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
26 |
| Qube Research & Technologies Ltd |
26 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
26 |
| Squarepoint Ops LLC |
26 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
26 |
| American International Group, Inc. |
26 |
| XTX Topco Ltd |
26 |
| Voya Investment Management Llc |
25 |
| Captrust Financial Advisors |
25 |
| Verition Fund Management LLC |
25 |
| Allianz Asset Management GmbH |
25 |
| Legal & General Group Plc |
25 |
| Prelude Capital Management, Llc |
25 |
| Price T Rowe Associates Inc /md/ |
25 |
| Schonfeld Strategic Advisors LLC |
25 |
| Nuveen Asset Management, LLC |
25 |
| Manufacturers Life Insurance Company, The |
25 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
25 |
| Trexquant Investment LP |
24 |
| Jump Financial, LLC |
24 |
| Federation des caisses Desjardins du Quebec |
24 |
| Point72 Asset Management, L.P. |
24 |
| Alyeska Investment Group, L.P. |
24 |
| Cubist Systematic Strategies, LLC |
24 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
24 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
24 |
| SG Americas Securities, LLC |
24 |
| Boothbay Fund Management, Llc |
24 |
| Macquarie Group Ltd |
24 |
| IFP Advisors, Inc |
24 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
23 |
| LPL Financial LLC |
23 |
| California Public Employees Retirement System |
23 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
23 |
| California State Teachers Retirement System |
23 |
| Strs Ohio |
23 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
23 |
| Lazard Asset Management Llc |
23 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
23 |
| Man Group plc |
23 |
| Calamos Advisors LLC |
23 |
| Walleye Trading LLC |
22 |
| Ameritas Investment Partners, Inc. |
22 |
| Tudor Investment Corp Et Al |
22 |
| Norges Bank |
22 |
| Advisory Services Network, LLC |
22 |
| Aqr Capital Management Llc |
22 |
| Alliancebernstein L.p. |
22 |
| Wolverine Asset Management Llc |
22 |
| Paloma Partners Management Co |
22 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
22 |
| Ladenburg Thalmann Financial Services Inc |
22 |
| Wellington Management Group Llp |
22 |
| Panagora Asset Management Inc |
22 |
| Commonwealth Equity Services, Llc |
22 |
| Northwestern Mutual Wealth Management Co |
22 |
| Comerica Bank |
22 |
| Ergoteles LLC |
22 |
| Cwm, Llc |
22 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
21 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
21 |
| Toronto Dominion Bank |
21 |
| Hsbc Holdings Plc |
21 |
| Capstone Investment Advisors, Llc |
21 |
| Jefferies Group LLC |
21 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
21 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
21 |
| Parametric Portfolio Associates Llc |
21 |
| Prudential Financial Inc |
21 |
| Driehaus Capital Management Llc |
21 |
| Raymond James & Associates |
21 |
| Envestnet Asset Management Inc |
21 |
| Amalgamated Bank |
21 |
| American Century Companies Inc |
20 |
| State Of Wisconsin Investment Board |
20 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
20 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
20 |
| HighTower Advisors, LLC |
20 |
| MetLife Investment Management, LLC |
20 |
| Franklin Resources Inc |
20 |
| Lord, Abbett & Co. Llc |
20 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
20 |
| Hudson Bay Capital Management LP |
20 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
20 |
| Engineers Gate Manager LP |
20 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
20 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
20 |
| Css Llc/il |
20 |
| Wolverine Trading, Llc |
20 |
| PDT Partners, LLC |
20 |
| EAM Investors, LLC |
20 |
| Parallel Advisors, LLC |
20 |
| Stifel Financial Corp |
20 |
| Deerfield Management Company, L.p. (series C) |
20 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
19 |
| Principal Financial Group Inc |
19 |
| BlackRock Fund Advisors |
19 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
19 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
19 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
19 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
19 |
| Nisa Investment Advisors, Llc |
19 |
| Steward Partners Investment Advisory, Llc |
19 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
19 |
| ProShare Advisors LLC |
19 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
19 |
| KBC Group NV |
19 |
| Quantbot Technologies LP |
19 |
| Laurion Capital Management LP |
19 |
| Swiss National Bank |
19 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
19 |
| Quadrant Capital Group Llc |
19 |
| Allworth Financial LP |
19 |
| Signaturefd, Llc |
19 |
| Huntington National Bank |
19 |
| Bridgeway Capital Management Inc |
19 |
| Rtw Investments, Lp |
19 |
| Advisor Group, Inc. |
19 |
| Allspring Global Investments Holdings, LLC |
19 |
| Rockefeller Capital Management L.P. |
19 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
19 |
| Oxford Asset Management Llp |
19 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
19 |
| Y-Intercept (Hong Kong) Ltd |
19 |
| GWM Advisors LLC |
19 |
| Blair William & Co/il |
19 |
| Royce & Associates Lp |
19 |
| Hbk Investments L P |
19 |
| Los Angeles Capital Management Llc |
19 |
| First Horizon Advisors, Inc. |
18 |
| Jones Financial Companies Lllp |
18 |
| Farther Finance Advisors, LLC |
18 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
18 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
18 |
| First Trust Advisors Lp |
18 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
18 |
| Fifth Third Bancorp |
18 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
18 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
18 |
| Vanguard Index Funds |
18 |
| Landscape Capital Management, L.l.c. |
18 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
18 |
| Bessemer Group Inc |
18 |
| Cambridge Investment Research Advisors, Inc. |
18 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
18 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
18 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
18 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
18 |
| Magnetar Financial LLC |
18 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
18 |
| State of Wyoming |
18 |
| Vanguard Capital Management Llc |
18 |
| Raymond James Financial Inc |
18 |
| State Board Of Administration Of Florida Retirement System |
18 |
| Jefferies Financial Group Inc. |
18 |
| Larson Financial Group LLC |
18 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
18 |
| Candriam Luxembourg S.C.A. |
18 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
18 |
| Teacher Retirement System Of Texas |
17 |
| Perceptive Advisors Llc |
17 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
17 |
| Sterling Capital Management LLC |
17 |
| Alpine Global Management, LLC |
17 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
17 |
| Metropolitan Life Insurance Co/ny |
17 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
17 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
17 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
17 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
17 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
17 |
| Truist Financial Corp |
17 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
17 |
| Point72 Hong Kong Ltd |
17 |
| O'shaughnessy Asset Management, Llc |
17 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
17 |
| Thompson Davis & Co., Inc. |
17 |
| Voloridge Investment Management, Llc |
17 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
17 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
17 |
| Principal Securities, Inc. |
17 |
| Fred Alger Management, Llc |
17 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
17 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
17 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
17 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
17 |
| Covestor Ltd |
17 |
| EverSource Wealth Advisors, LLC |
17 |
| Thrivent Financial For Lutherans |
17 |
| Meeder Asset Management Inc |
17 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
17 |
| Canada Pension Plan Investment Board |
17 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
17 |
| Connor, Clark & Lunn Investment Management Ltd. |
17 |
| BlackRock Institutional Trust Company, N.A. |
17 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
17 |
| Ronald Blue Trust, Inc. |
17 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
17 |
| Amalgamated Financial Corp. |
17 |
| Guggenheim Capital Llc |
17 |
| CI Private Wealth, LLC |
17 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
17 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
17 |
| Schroder Investment Management Group |
17 |
| Public Employees Retirement System Of Ohio |
17 |
| Parkside Financial Bank & Trust |
17 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
17 |
| SBI Securities Co., Ltd. |
17 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
17 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
17 |
| Jennison Associates Llc |
17 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
17 |
| Mirae Asset Global Investments Co., Ltd. |
17 |
| FNY Investment Advisers, LLC |
17 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
17 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
17 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
17 |
| PEAK6 Investments LLC |
17 |
| CIBC Private Wealth Group, LLC |
17 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
17 |
| Perkins Capital Management Inc |
17 |
| Dynamic Technology Lab Private Ltd |
17 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
17 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
17 |
| Profunds - Profund Vp Small-cap |
17 |
| Profunds - Profund Vp Ultrasmall-cap |
17 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
17 |
| Gabelli Funds Llc |
16 |
| MAI Capital Management |
16 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
16 |
| Arizona State Retirement System |
16 |
| Great West Life Assurance Co /can/ |
16 |
| Oppenheimer & Co Inc |
16 |
| Susquehanna Fundamental Investments, Llc |
16 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
16 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
16 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
16 |
| Vanguard Fiduciary Trust Co |
16 |
| Pacer Advisors, Inc. |
16 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
16 |
| BlackRock Investment Management, LLC |
16 |
| LMR Partners LLP |
16 |
| Caitong International Asset Management Co., Ltd |
16 |
| Ubs Ag |
16 |
| Janney Montgomery Scott LLC |
16 |
| Healthcare Of Ontario Pension Plan Trust Fund |
16 |
| Harbour Investments, Inc. |
16 |
| Nicholas Investment Partners, LP |
16 |
| Cutler Group LP |
16 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
16 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
16 |
| Neuberger Berman Group LLC |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
16 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
16 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
16 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
16 |
| Algert Global Llc |
16 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
16 |
| Raymond James Financial Services Advisors, Inc. |
16 |
| Caas Capital Management Lp |
16 |
| TCI Wealth Advisors, Inc. |
16 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
16 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
16 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
16 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
16 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
16 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
16 |
| Parallax Volatility Advisers, L.P. |
16 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
16 |
| Dark Forest Capital Management Lp |
16 |
| Cnh Partners Llc |
16 |
| SRS Capital Advisors, Inc. |
16 |
| Mercer Global Advisors Inc /adv |
16 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
16 |
| Ensign Peak Advisors, Inc |
16 |
| AdvisorNet Financial, Inc |
16 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
16 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
16 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
16 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
16 |
| Rothschild Investment Llc |
16 |
| Janus Henderson Group Plc |
16 |
| Polar Asset Management Partners Inc. |
16 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
16 |
| Putnam Investments Llc |
16 |
| NEXT Financial Group, Inc |
16 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
16 |
| Caption Management, LLC |
16 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
15 |
| Glenmede Trust Co Na |
15 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
15 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
15 |
| Atom Investors LP |
15 |
| American Portfolios Advisors |
15 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
15 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
15 |
| Teachers Advisors, Llc |
15 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
15 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
15 |
| BNP Paribas Asset Management Holding S.A. |
15 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
15 |
| FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
15 |
| OMERS ADMINISTRATION Corp |
15 |
| Vanguard Global Advisers, LLC |
15 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
15 |
| Mackenzie Financial Corp |
15 |
| Tiaa Cref Investment Management Llc |
15 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
15 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
15 |
| BlueCrest Capital Management Ltd |
15 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
15 |
| A.R.T. Advisors, LLC |
15 |
| BlackRock Advisors LLC |
15 |
| Lindbrook Capital, Llc |
15 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
15 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
15 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
15 |
| Mackay Shields Llc |
15 |
| Hartland & Co., LLC |
15 |
| Humankind Benefit Corp - Humankind US Stock ETF |
15 |
| Capital Advisors, Ltd. LLC |
15 |
| Wealth Enhancement Advisory Services, Llc |
15 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
15 |
| Spire Wealth Management |
15 |
| Stephens Inc /ar/ |
15 |
| Centiva Capital, LP |
15 |
| Geneos Wealth Management Inc. |
15 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
15 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
15 |
| Point72 Asia (Singapore) Pte. Ltd. |
15 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
15 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
15 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
15 |
| Guggenheim Active Allocation Fund |
15 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
15 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
15 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
15 |
| Amundi |
15 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
15 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
15 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
15 |
| M&t Bank Corp |
15 |
| Cerity Partners LLC |
15 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
15 |
| Glassman Wealth Services |
15 |
| Axa S.a. |
15 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
15 |
| Global Retirement Partners, LLC |
15 |
| Flagship Harbor Advisors, Llc |
14 |
| Winton Capital Group Ltd |
14 |
| Gotham Asset Management, LLC |
14 |
| Marshall Wace North America L.P. |
14 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
14 |
| Monashee Investment Management LLC |
14 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
14 |
| Aviva Plc |
14 |
| Sowell Financial Services LLC |
14 |
| Police & Firemen's Retirement System of New Jersey |
14 |
| Gilder Gagnon Howe & Co Llc |
14 |
| Corton Capital Inc. |
14 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
14 |
| Quest Partners LLC |
14 |
| Cetera Investment Advisers |
14 |
| Casdin Capital, LLC |
14 |
| Nuveen, LLC |
14 |
| GAMMA Investing LLC |
14 |
| Shell Asset Management Co |
14 |
| TD Waterhouse Canada Inc. |
14 |
| Brevan Howard Capital Management LP |
14 |
| Penserra Capital Management LLC |
14 |
| Sumitomo Mitsui Trust Holdings, Inc. |
14 |
| Manchester Capital Management LLC |
14 |
| Howe & Rusling Inc |
14 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
14 |
| Capital Fund Management S.a. |
14 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
14 |
| Td Asset Management Inc |
14 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
14 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
14 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
14 |
| Quadrature Capital Ltd |
14 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
14 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
14 |
| Cetera Advisor Networks LLC |
14 |
| Cresset Asset Management, LLC |
14 |
| Moore Capital Management, Lp |
14 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
14 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
14 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
14 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
14 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
14 |
| Occudo Quantitative Strategies Lp |
14 |
| Private Trust Co Na |
14 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
14 |
| Clearbridge Investments, LLC |
14 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
14 |
| Highbridge Capital Management Llc |
14 |
| Private Advisor Group, LLC |
14 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
14 |
| Assetmark, Inc |
14 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
14 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
14 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
14 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
14 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
14 |
| Intech Investment Management Llc |
14 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
14 |
| VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
14 |
| Massmutual Trust Co Fsb/adv |
14 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
14 |
| D.a. Davidson & Co. |
14 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
14 |
| Mariner, LLC |
14 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
14 |
| Bayesian Capital Management, LP |
14 |
| Maven Securities LTD |
14 |
| Valeo Financial Advisors, LLC |
14 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
14 |
| FORA Capital, LLC |
14 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
14 |
| Bogart Wealth, LLC |
14 |
| Resources Investment Advisors, LLC. |
14 |
| Cinctive Capital Management LP |
14 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
14 |
| DekaBank Deutsche Girozentrale |
14 |
| Brinker Capital Investments, LLC |
14 |
| Pura Vida Investments, Llc |
14 |
| First Manhattan Co |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
13 |
| Ellevest, Inc. |
13 |
| State of New Jersey Common Pension Fund D |
13 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
13 |
| Coldstream Capital Management Inc |
13 |
| Old Mission Capital Llc |
13 |
| HAP Trading, LLC |
13 |
| Toth Financial Advisory Corp |
13 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
13 |
| Kestra Advisory Services, LLC |
13 |
| Fortitude Family Office, LLC |
13 |
| Advisors Asset Management, Inc. |
13 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
13 |
| Versant Capital Management, Inc |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
13 |
| Globeflex Capital L P |
13 |
| Mutual Of America Capital Management Llc |
13 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
13 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
13 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
13 |
| Martingale Asset Management L P |
13 |
| Castleark Management Llc |
13 |
| Virginia Retirement Systems Et Al |
13 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
13 |
| Loomis Sayles & Co L P |
13 |
| BerganKDV Wealth Management, LLC |
13 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
13 |
| Vanguard Portfolio Management Llc |
13 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
13 |
| Oppenheimer Asset Management Inc. |
13 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
13 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
13 |
| ClariVest Asset Management LLC |
13 |
| Twinbeech Capital Lp |
13 |
| Principal Funds Inc |
13 |
| Kcg Holdings, Inc. |
13 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
13 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
13 |
| Klp Kapitalforvaltning As |
13 |
| Skandinaviska Enskilda Banken AB (publ) |
13 |
| Natixis |
13 |
| First Hawaiian Bank |
13 |
| Toroso Investments, LLC |
13 |
| Sculptor Capital LP |
13 |
| Quantinno Capital Management LP |
13 |
| Fox Run Management, L.l.c. |
13 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
13 |
| National Bank Of Canada /fi/ |
13 |
| Daiwa Securities Group Inc. |
13 |
| Compagnie Lombard Odier SCmA |
13 |
| Farallon Capital Management Llc |
13 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
13 |
| Aquatic Capital Management LLC |
13 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
13 |
| Colony Group, LLC |
13 |
| Bank Of Nova Scotia |
13 |
| Bridgefront Capital, LLC |
13 |
| Ground Swell Capital, LLC |
13 |
| First Republic Investment Management, Inc. |
13 |
| Jacobs Levy Equity Management, Inc |
13 |
| JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) |
13 |
| Woodline Partners LP |
13 |
| Aigen Investment Management, Lp |
13 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
13 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
13 |
| Corebridge Financial, Inc. |
13 |
| Graham Capital Management, L.P. |
13 |
| Smartleaf Asset Management LLC |
13 |
| Skopos Labs, Inc. |
13 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
13 |
| Point72 (DIFC) Ltd |
13 |
| Arrowstreet Capital, Limited Partnership |
13 |
| Ancora Advisors, LLC |
13 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
13 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
13 |
| Granahan Investment Management Inc/ma |
13 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
13 |
| Hantz Financial Services, Inc. |
12 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
12 |
| Nordea Investment Management Ab |
12 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
12 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
12 |
| Aperio Group, LLC |
12 |
| PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF |
12 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
12 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
12 |
| Baird Financial Group, Inc. |
12 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
12 |
| Gradient Investments LLC |
12 |
| Sofos Investments, Inc. |
12 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
12 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
12 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
12 |
| Public Employees Retirement Association Of Colorado |
12 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
12 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
12 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
12 |
| Twin Peaks Wealth Advisors, LLC |
12 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
12 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
12 |
| Newbridge Financial Services Group, Inc. |
12 |
| IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF |
12 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
12 |
| Kennedy Capital Management, Inc. |
12 |
| CIBC World Markets Inc. |
12 |
| Sunbelt Securities, Inc. |
12 |
| Institutional & Family Asset Management, Llc |
12 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
12 |
| Piedmont Investment Advisors Llc |
12 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
12 |
| Venturi Wealth Management, LLC |
12 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
12 |
| Nomura Asset Management Co Ltd |
12 |
| Pictet Asset Management Holding SA |
12 |
| Vident Investment Advisory, LLC |
12 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
12 |
| VANGUARD ASSET MANAGEMENT, Ltd |
12 |
| Assenagon Asset Management S.A. |
12 |
| Whittier Trust Co |
12 |
| True Wealth Design, LLC |
12 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
12 |
| Spark Investment Management LLC |
12 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
12 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
12 |
| Soleus Capital Management, L.P. |
12 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
12 |
| Headlands Technologies LLC |
12 |
| United Services Automobile Association |
12 |
| Leonteq Securities AG |
12 |
| Teachers Retirement System Of The State Of Kentucky |
12 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
12 |
| Profund Advisors Llc |
12 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
12 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
12 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
12 |
| Hillsdale Investment Management Inc. |
12 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
12 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
12 |
| Wedbush Securities Inc |
12 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
12 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
12 |
| BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF |
12 |
| Pathstone Family Office, Llc |
12 |
| International Assets Investment Management, Llc |
12 |
| C M Bidwell & Associates Ltd |
12 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
12 |
| Element Capital Management Llc |
12 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
12 |
| AE Wealth Management LLC |
12 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
12 |
| Handelsbanken Fonder AB |
12 |
| Nationwide Fund Advisors |
12 |
| Belpointe Asset Management LLC |
12 |
| Harvest Fund Management Co., Ltd |
12 |
| Picton Mahoney Asset Management |
12 |
| EntryPoint Capital, LLC |
12 |
| Vanguard Investments Australia, Ltd. |
12 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
12 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
11 |
| Alphacrest Capital Management Llc |
11 |
| QS Investors, LLC |
11 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
11 |
| Western Wealth Management, LLC |
11 |
| Clear Street Markets Llc |
11 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
11 |
| Allianzgi Diversified Income & Convertible Fund |
11 |
| Pearl River Capital, LLC |
11 |
| Brown Advisory Inc |
11 |
| M&g Investment Management Ltd |
11 |
| Archer Investment Corp |
11 |
| Adage Capital Partners Gp, L.l.c. |
11 |
| Quantamental Technologies LLC |
11 |
| IMC-Chicago, LLC |
11 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
11 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
11 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
11 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
11 |
| Silvercrest Asset Management Group Llc |
11 |
| Caxton Associates Lp |
11 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
11 |
| Campbell & CO Investment Adviser LLC |
11 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
11 |
| Kornitzer Capital Management Inc /ks |
11 |
| Millrace Asset Group, Inc. |
11 |
| Hm Payson & Co |
11 |
| Brown Brothers Harriman & Co |
11 |
| Zacks Investment Management |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
| Prospera Financial Services Inc |
11 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
11 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
11 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
11 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
11 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
11 |
| Fuller & Thaler Asset Management, Inc. |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
| IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF |
11 |
| EAM Global Investors LLC |
11 |
| Essential Partners LLC |
11 |
| Evoke Wealth, Llc |
11 |
| Eagle Asset Management Inc |
11 |
| Seven Eight Capital, Lp |
11 |
| UMA Financial Services, Inc. |
11 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
11 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
11 |
| Altshuler Shaham Ltd |
11 |
| Root Financial Partners, LLC |
11 |
| Nebula Research & Development LLC |
11 |
| Bellevue Group AG |
11 |
| Migdal Insurance & Financial Holdings Ltd. |
11 |
| Gabelli Healthcare & Wellnessrx Trust |
11 |
| Bell Investment Advisors, Inc |
11 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
11 |
| ORG Partners LLC |
11 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
11 |
| Gts Securities Llc |
11 |
| Keating Financial Advisory Services, Inc. |
11 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
11 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
11 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
11 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
11 |
| Umb Bank N A/mo |
11 |
| Cadence Capital Management Llc |
11 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
11 |
| Acrospire Investment Management LLC |
11 |
| Torren Management, LLC |
11 |
| Winslow, Evans & Crocker, Inc. |
11 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
11 |
| Scotia Capital Inc. |
11 |
| Quarry LP |
11 |
| Diametric Capital, LP |
11 |
| Cowen And Company, Llc |
11 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
11 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
11 |
| Pictet Asset Management Ltd |
11 |
| Koshinski Asset Management, Inc. |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
11 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
11 |
| Weiss Multi-Strategy Advisers LLC |
11 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
11 |
| Harbor Capital Advisors, Inc. |
11 |
| Sound Income Strategies, LLC |
11 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
11 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
11 |
| Berman Capital Advisors, LLC |
11 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
11 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
11 |
| Segall Bryant & Hamill, Llc |
11 |
| CoreCap Advisors, LLC |
11 |
| Nikko Asset Management Americas, Inc. |
11 |
| Commerce Bank |
11 |
| Massachusetts Financial Services Co /ma/ |
11 |
| Natixis Advisors, L.p. |
11 |
| SJS Investment Consulting Inc. |
11 |
| Virtus ETF Advisers LLC |
11 |
| State of Alaska, Department of Revenue |
11 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
11 |
| Macroview Investment Management Llc |
11 |
| Bogle Investment Management L P /de/ |
11 |
| Pinnacle Wealth Planning Services, Inc. |
11 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
11 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
11 |
| Scientech Research LLC |
11 |
| Ieq Capital, Llc |
11 |
| Stratos Wealth Partners, LTD. |
11 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
11 |
| Sigma Planning Corp |
11 |
| Pathstone Holdings, LLC |
11 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
11 |
| Baker Bros. Advisors Lp |
11 |
| Elequin Capital Lp |
11 |
| Banque Cantonale Vaudoise |
11 |
| State Farm Mutual Fund Trust |
11 |
| Gemmer Asset Management LLC |
11 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
11 |
| Total Clarity Wealth Management, Inc. |
11 |
| State Farm Variable Product Trust |
11 |
| ARK Investment Management LLC |
11 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
11 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
11 |
| Amundi Pioneer Asset Management Inc |
11 |
| Public Sector Pension Investment Board |
11 |
| CAPROCK Group, Inc. |
11 |
| Standard Life Aberdeen plc |
11 |
| Benjamin F. Edwards & Company, Inc. |
11 |
| JustInvest LLC |
11 |
| BRYN MAWR TRUST Co |
11 |
| Arkadios Wealth Advisors |
11 |
| Rehmann Capital Advisory Group |
11 |
| Credit Agricole S A |
11 |
| Optiver Holding B.V. |
11 |
| Proficio Capital Partners LLC |
11 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
11 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
11 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
11 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
11 |
| RidgeWorth Capital Management LLC |
11 |
| Townsquare Capital Llc |
11 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
11 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
10 |
| R Squared Ltd |
10 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
10 |
| Kestra Private Wealth Services, Llc |
10 |
| Lido Advisors, LLC |
10 |
| Highland Capital Management Lp |
10 |
| Wealthcare Advisory Partners LLC |
10 |
| Hussman Strategic Advisors, Inc. |
10 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
10 |
| Advisory Research Inc |
10 |
| Pentwater Capital Management LP |
10 |
| Sandy Spring Bank |
10 |
| North Star Investment Management Corp. |
10 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
10 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
10 |
| First Light Asset Management, LLC |
10 |
| Sectoral Asset Management Inc |
10 |
| China Universal Asset Management Co., Ltd. |
10 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
10 |
| Erste Asset Management GmbH |
10 |
| Savant Capital, LLC |
10 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
10 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
10 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
10 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
10 |
| Mml Investors Services, Llc |
10 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
10 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
10 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
10 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
10 |
| Stephens Consulting, LLC |
10 |
| Money Concepts Capital Corp |
10 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
10 |
| JPL Wealth Management, LLC |
10 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
10 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
10 |
| Tcwp Llc |
10 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
10 |
| Jfs Wealth Advisors, Llc |
10 |
| Catalyst Funds Management Pty Ltd |
10 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
10 |
| Vermillion Wealth Management, Inc. |
10 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
10 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
10 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
10 |
| Alambic Investment Management, L.P. |
10 |
| Van Eck Associates Corp |
10 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
10 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
10 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
| Exchange Traded Concepts, Llc |
10 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
10 |
| Versor Investments LP |
10 |
| Focused Wealth Management, Inc |
10 |
| Illinois Municipal Retirement Fund |
10 |
| Catalyst Capital Advisors LLC |
10 |
| Baldwin Brothers Inc/ma |
10 |
| Vontobel Holding Ltd. |
10 |
| Concord Wealth Partners |
10 |
| Bridgewater Associates, LP |
10 |
| Eventide Asset Management, Llc |
10 |
| Atria Investments Llc |
10 |
| 683 Capital Management, LLC |
10 |
| FIL Ltd |
10 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
10 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
10 |
| Fisher Asset Management, LLC |
10 |
| Baader Bank INC |
10 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
10 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
10 |
| DRW Securities, LLC |
10 |
| Linden Advisors Lp |
10 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
10 |
| Whittier Trust Co Of Nevada Inc |
10 |
| Wealthspire Advisors, LLC |
10 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
10 |
| Weiss Asset Management LP |
10 |
| Assured Investment Management LLC |
10 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
10 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
10 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
10 |
| Rise Advisors, LLC |
10 |
| Brookfield Asset Management Inc. |
10 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
10 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
10 |
| Empowered Funds, LLC |
10 |
| Aster Capital Management (DIFC) Ltd |
10 |
| MCF Advisors LLC |
10 |
| Essex Investment Management Co Llc |
10 |
| Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
10 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
10 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
10 |
| Hughes Financial Services, LLC |
10 |
| Tfs Capital Llc |
10 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
10 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
10 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
10 |
| Polar Capital LLP |
10 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
10 |
| AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A |
10 |
| NumerixS Investment Technologies Inc |
10 |
| PineBridge Investments, L.P. |
10 |
| Capital Impact Advisors, LLC |
10 |
| Readystate Asset Management Lp |
10 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
10 |
| Braidwell Lp |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
10 |
| BlackRock Group LTD |
10 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
10 |
| MUFG Americas Holdings Corp |
10 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
10 |
| Sherbrooke Park Advisers Llc |
10 |
| Orion Portfolio Solutions, LLC |
10 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
10 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
10 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
10 |
| Edmond De Rothschild Holding S.a. |
10 |
| Dupont Capital Management Corp |
10 |
| Abound Wealth Management |
10 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
10 |
| Etf Managers Group, Llc |
10 |
| Capital Performance Advisors Llp |
10 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
10 |
| Krilogy Financial LLC |
10 |
| Coppell Advisory Solutions LLC |
10 |
| Salem Investment Counselors Inc |
10 |
| CIBC Asset Management Inc |
10 |
| Xponance, Inc. |
10 |
| Swiss Life Asset Management Ltd |
10 |
| Cullen/frost Bankers, Inc. |
10 |
| Asset Management One Co., Ltd. |
10 |
| Creative Financial Designs Inc /adv |
10 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
10 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
10 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
10 |
| Axq Capital, Lp |
10 |
| CIBC Bancorp USA Inc. |
10 |
| Palisade Capital Management Llc/nj |
10 |
| Asset Dedication, LLC |
10 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
10 |
| Steward Financial Group LLC |
10 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
10 |
| Rafferty Asset Management, LLC |
10 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
10 |
| Cibc World Markets Corp |
10 |
| Harbor Investment Advisory, Llc |
10 |
| Numeric Investors Llc |
10 |
| Plante Moran Financial Advisors, LLC |
10 |
| GPS Wealth Strategies Group, LLC |
10 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
9 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
9 |
| Zweig-DiMenna Associates LLC |
9 |
| Summit Global Investments |
9 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
9 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
9 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
9 |
| Founders Financial Alliance, LLC |
9 |
| Maryland State Retirement & Pension System |
9 |
| Stanley-Laman Group, Ltd. |
9 |
| PFM Health Sciences, LP |
9 |
| Swedbank AB |
9 |
| Meridian Wealth Partners, LLC |
9 |
| First Mercantile Trust Co |
9 |
| Wipfli Financial Advisors Llc, |
9 |
| Ameritas Advisory Services, LLC |
9 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
9 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
9 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
9 |
| Cetera Advisors LLC |
9 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
9 |
| FinTrust Capital Advisors, LLC |
9 |
| EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF |
9 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
9 |
| Tradition Wealth Management, LLC |
9 |
| Bokf, Na |
9 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
9 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
9 |
| Nantahala Capital Management, LLC |
9 |
| Pinz Capital Management, LP |
9 |
| Jupiter Asset Management Ltd |
9 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
9 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
9 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
9 |
| First Quadrant L P/ca |
9 |
| Agf Management Ltd |
9 |
| Dunhill Financial, LLC |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
9 |
| EFG International AG |
9 |
| Blueshift Asset Management, LLC |
9 |
| Zebra Capital Management LLC |
9 |
| Duality Advisers, Lp |
9 |
| Next Century Growth Investors Llc |
9 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
9 |
| Pictet Asset Management Sa |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
9 |
| Legato Capital Management LLC |
9 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
9 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
9 |
| Mather Group, Llc. |
9 |
| CVA Family Office, LLC |
9 |
| Continuum Advisory, LLC |
9 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
9 |
| Russell Frank Co/ |
9 |
| Virtus Investment Advisers, Inc. |
9 |
| Atlantic Union Bankshares Corp |
9 |
| Farmers & Merchants Investments Inc |
9 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
9 |
| Endurant Capital Management LP |
9 |
| Tocqueville Asset Management L.p. |
9 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
9 |
| Gamco Investors, Inc. Et Al |
9 |
| Ubs Oconnor Llc |
9 |
| Point72 Middle East FZE |
9 |
| E Fund Management Co., Ltd. |
9 |
| Fiera Capital Corp |
9 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
9 |
| Valley National Advisers Inc |
9 |
| LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A |
9 |
| Snowden Capital Advisors LLC |
9 |
| Innealta Capital, Llc |
9 |
| Jain Global LLC |
9 |
| First Horizon Corp |
9 |
| State Of Michigan Retirement System |
9 |
| Lombard Odier Asset Management (USA) Corp |
9 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
9 |
| Shay Capital LLC |
9 |
| JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV |
9 |
| Parian Global Management LP |
9 |
| Ci Investments Inc. |
9 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
9 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
9 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
9 |
| Eaton Vance Management |
9 |
| State of Tennessee, Treasury Department |
9 |
| Global Financial Private Client, LLC |
9 |
| Adirondack Trust Co |
9 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
9 |
| Centaurus Financial, Inc. |
9 |
| Orbimed Advisors Llc |
9 |
| AlphaCentric Advisors LLC |
9 |
| ArrowMark Colorado Holdings LLC |
9 |
| Montag A & Associates Inc |
9 |
| Xact Kapitalforvaltning AB |
9 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
9 |
| Everence Capital Management Inc |
9 |
| Baillie Gifford & Co |
9 |
| Rsm Us Wealth Management Llc |
9 |
| Mount Yale Investment Advisors, LLC |
9 |
| Sanctuary Advisors, LLC |
9 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
9 |
| Fieldpoint Private Securities, LLC |
9 |
| CENTRAL TRUST Co |
9 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
9 |
| ARKG - Ark ETF Trust - ARK Genomic Revolution ETF |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
| DnB Asset Management AS |
9 |
| Freestone Grove Partners LP |
9 |
| HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF |
9 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
9 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
9 |
| Polar Capital Holdings Plc |
9 |
| Edgestream Partners, L.P. |
9 |
| Smith Asset Management Group Lp |
9 |
| Brewin Dolphin Ltd |
9 |
| Colonial Trust Co / SC |
9 |
| Altium Capital Management LP |
9 |
| Entropy Technologies, LP |
9 |
| Nbc Securities, Inc. |
9 |
| Lombard Odier Asset Management (Switzerland) SA |
9 |
| AllianzGI Artificial Intelligence & Technology Opportunities Fund |
9 |
| Persistent Asset Partners Ltd |
9 |
| Kemnay Advisory Services Inc. |
9 |
| Ssi Investment Management Llc |
9 |
| nVerses Capital, LLC |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
9 |
| Sargent Bickham Lagudis LLC |
9 |
| Allianzgi Equity & Convertible Income Fund |
9 |
| Twin Tree Management, LP |
9 |
| Gabelli Equity Trust Inc |
9 |
| Great Lakes Advisors, Llc |
9 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
9 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB |
9 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
9 |
| SG3 Management, LLC |
9 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
9 |
| Synovus Financial Corp |
9 |
| Advent Claymore Convertible Securities & Income Fund |
9 |
| Quent Capital, LLC |
9 |
| Disciplined Investments, LLC |
9 |
| Teton Advisors, Inc. |
8 |
| Convergence Investment Partners, LLC |
8 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
8 |
| Glen Eagle Advisors, LLC |
8 |
| GHP Investment Advisors, Inc. |
8 |
| Atika Capital Management LLC |
8 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
8 |
| Royce Value Trust Inc |
8 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
8 |
| Sabby Management, Llc |
8 |
| Bare Financial Services, Inc |
8 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
8 |
| Waddell & Reed Financial Inc |
8 |
| Park Place Capital Corp |
8 |
| Inceptionr Llc |
8 |
| Cornerstone Planning Group LLC |
8 |
| Tfs Capital Investment Trust |
8 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
8 |
| SageView Advisory Group, LLC |
8 |
| Tekla Capital Management LLC |
8 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
8 |
| HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A |
8 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
8 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
8 |
| Blackstone Group Inc |
8 |
| Johnson Financial Group, Inc. |
8 |
| Granite Investment Partners, LLC |
8 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
8 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
8 |
| Bailard, Inc. |
8 |
| SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A |
8 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
8 |
| ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I |
8 |
| MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N |
8 |
| Brinker Capital Inc |
8 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
8 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
8 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
8 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
8 |
| Chartwell Investment Partners, Llc |
8 |
| Sequoia Financial Advisors, LLC |
8 |
| Emerald Acquisition Ltd. |
8 |
| VCHSX - VALIC Co I - Health Sciences Fund |
8 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
8 |
| Freestone Capital Holdings, LLC |
8 |
| ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A |
8 |
| Portolan Capital Management, LLC |
8 |
| Robeco Institutional Asset Management B.V. |
8 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
8 |
| Alps Advisors Inc |
8 |
| John Hancock Funds II - Health Sciences Fund Class NAV |
8 |
| Pittenger & Anderson Inc |
8 |
| Diversified Trust Co |
8 |
| Jacobi Capital Management LLC |
8 |
| Kepos Capital LP |
8 |
| James Investment Research Inc |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
8 |
| Aristeia Capital Llc |
8 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
8 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
8 |
| Ibex Investors LLC |
8 |
| Banque Pictet & Cie Sa |
8 |
| Stonepine Capital Management, LLC |
8 |
| Venture Visionary Partners LLC |
8 |
| Teza Capital Management LLC |
8 |
| Key FInancial Inc |
8 |
| Asymmetry Capital Management, L.P. |
8 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
8 |
| Tiaa-cref Funds |
8 |
| Carolinas Wealth Consulting Llc |
8 |
| SOUTH STATE Corp |
8 |
| Lee Financial Co |
8 |
| Mirabella Financial Services Llp |
8 |
| RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A |
8 |
| Verus Capital Partners, Llc |
8 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
8 |
| BI Asset Management Fondsmaeglerselskab A/S |
8 |
| HighMark Wealth Management LLC |
8 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
8 |
| QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio |
8 |
| Eudaimonia Partners, LLC |
8 |
| Bank Julius Baer & Co. Ltd, Zurich |
8 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
8 |
| Spouting Rock Asset Management, LLC |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
8 |
| Mitsubishi UFJ Trust & Banking Corp |
8 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
8 |
| Sawtooth Solutions, LLC |
8 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
8 |
| Baker Avenue Asset Management, LP |
8 |
| Knights of Columbus Asset Advisors LLC |
8 |
| Sio Capital Management, LLC |
8 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
8 |
| BlackRock Japan Co. Ltd |
8 |
| Kistler-Tiffany Companies, LLC |
8 |
| BlackRock Health Sciences Trust II |
8 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
8 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
8 |
| Baystate Wealth Management LLC |
8 |
| Ajo, Lp |
8 |
| XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF |
8 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
8 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
8 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
8 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
8 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
8 |
| National Asset Management, Inc. |
8 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
8 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
8 |
| Axiom International Investors Llc /de |
8 |
| New York State Teachers Retirement System |
8 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
8 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
8 |
| HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF |
8 |
| Tcw Group Inc |
8 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
8 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
8 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
8 |
| Itau Unibanco Holding S.A. |
8 |
| BlackRock ETF Trust - BlackRock Future Health ETF |
8 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
8 |
| Capital Asset Advisory Services LLC |
8 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
8 |
| Oregon Public Employees Retirement Fund |
8 |
| Hemington Wealth Management |
8 |
| Golden State Equity Partners |
8 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I |
8 |
| MUFG Securities EMEA plc |
8 |
| Ardsley Advisory Partners Lp |
8 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
8 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
8 |
| Bamco Inc /ny/ |
8 |
| Avion Wealth |
8 |
| Davy Global Fund Management Ltd |
8 |
| Alpha Paradigm Partners, LLC |
8 |
| Alberta Investment Management Corp |
8 |
| Interchange Capital Partners, LLC |
8 |
| Benjamin Edwards Inc |
8 |
| Vestmark Advisory Solutions, Inc. |
8 |
| NinePointTwo Capital |
8 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
8 |
| Pier Capital, LLC |
8 |
| LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares |
8 |
| Raymond James Trust N.a. |
8 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
8 |
| GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A |
8 |
| DeepCurrents Investment Group LLC |
8 |
| Harvest Investment Services, LLC |
8 |
| Bay Harbor Wealth Management, LLC |
8 |
| Weld Capital Management Llc |
8 |
| Stevens Capital Management Lp |
8 |
| Riverview Trust Co |
8 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
8 |
| Ellington Management Group Llc |
8 |
| Keybank National Association/oh |
8 |
| Cary Street Partner Investment Advisory Llc |
8 |
| Graticule Asia Macro Advisors LLC |
8 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
8 |
| Allred Capital Management, LLC |
8 |
| Nkcfo Llc |
8 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
8 |
| Park West Asset Management LLC |
8 |
| Truvestments Capital Llc |
8 |
| Foundations Investment Advisors, LLC |
8 |
| Activest Wealth Management |
8 |
| Strategic Wealth Partners, Ltd. |
8 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
8 |
| Boston Advisors Llc |
8 |
| Private Capital Group, LLC |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
8 |
| Citizens Financial Group Inc/ri |
8 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
8 |
| Summit Trail Advisors, Llc |
8 |
| Yousif Capital Management, Llc |
8 |
| Pinnacle Associates Ltd |
8 |
| Financial Advocates Investment Management |
8 |
| Marquette Asset Management, LLC |
8 |
| Holocene Advisors, LP |
8 |
| PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. |
8 |
| Prosight Management, LP |
8 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
8 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
8 |
| Delpha Capital Management, Llc |
8 |
| Lisanti Capital Growth, LLC |
8 |
| Cornerstone Capital Management Holdings Llc. |
8 |
| WPG Advisers, LLC |
8 |
| Eversept Partners, LP |
8 |
| Crewe Advisors LLC |
8 |
| Trustcore Financial Services, Llc |
8 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
8 |
| Louisiana State Employees Retirement System |
8 |
| SECOR Capital Advisors, LP |
8 |
| Rossby Financial, LCC |
8 |
| Seacrest Wealth Management, Llc |
8 |
| Rialto Wealth Management, LLC |
8 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
8 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
8 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
8 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
8 |
| Transamerica Financial Advisors, Inc. |
8 |
| Tekla Healthcare Investors |
8 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
8 |
| NorthRock Partners, LLC |
8 |
| Emerald Mutual Fund Advisers Trust |
8 |
| Financial Architects, Inc |
8 |
| Allstate Corp |
7 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
7 |
| Gf Fund Management Co. Ltd. |
7 |
| Arlington Trust Co LLC |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
7 |
| Suntrust Banks Inc |
7 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
7 |
| Leap Investments Lp |
7 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
7 |
| Warren Averett Asset Management, LLC |
7 |
| Tibra Equities Europe Ltd |
7 |
| Gerber Kawasaki Wealth & Investment Management |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| Airain ltd |
7 |
| Sutton Wealth Advisors Inc. |
7 |
| Bayforest Capital Ltd |
7 |
| First Eagle Investment Management, LLC |
7 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
| Envestnet Portfolio Solutions, Inc. |
7 |
| Avestar Capital, LLC |
7 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
7 |
| OP Asset Management Ltd |
7 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
7 |
| Qrg Capital Management, Inc. |
7 |
| Tradewinds Capital Management, LLC |
7 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
7 |
| Albion Financial Group /ut |
7 |
| Cornercap Investment Counsel Inc |
7 |
| PSI Advisors, LLC |
7 |
| Jackson Creek Investment Advisors LLC |
7 |
| Groupama Asset Managment |
7 |
| Regal Investment Advisors LLC |
7 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
7 |
| Raleigh Capital Management Inc. |
7 |
| Harbour Capital Advisors, LLC |
7 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
7 |
| Alpha DNA Investment Management LLC |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
7 |
| Elyxium Wealth, LLC |
7 |
| Quantitative Investment Management, LLC |
7 |
| Glazer Capital, Llc |
7 |
| PEAK6 Investments, L.P. |
7 |
| Calamos Dynamic Convertible & Income Fund |
7 |
| Hexagon Capital Partners LLC |
7 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
7 |
| WealthTrak Capital Management LLC |
7 |
| Capital Analysts, Inc. |
7 |
| Mizuho Securities Usa Llc |
7 |
| Hallmark Capital Management Inc |
7 |
| Claraphi Advisory Network, LLC |
7 |
| Ausdal Financial Partners, Inc. |
7 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
7 |
| AMP Capital Investors Ltd |
7 |
| Azzad Asset Management Inc /adv |
7 |
| Td Private Client Wealth Llc |
7 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
7 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
7 |
| Bellwether Advisors, LLC |
7 |
| Parkworth Wealth Management, Inc. |
7 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
7 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
7 |
| CWM Advisors, LLC |
7 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
7 |
| GNOM - Global X Funds - Global X Genomics & Biotechnology ETF |
7 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
7 |
| Heck Capital Advisors, LLC |
7 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
7 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
7 |
| TD Capital Management LLC |
7 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
| IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF |
7 |
| Golden State Wealth Management, LLC |
7 |
| Bleakley Financial Group, LLC |
7 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
7 |
| Shaolin Capital Management LLC |
7 |
| United Capital Financial Advisers, Llc |
7 |
| Redmile Group, LLC |
7 |
| Callan Family Office, LLC |
7 |
| Patriot Financial Group Insurance Agency, LLC |
7 |
| Trust Co Of Vermont |
7 |
| Champlain Investment Partners, LLC |
7 |
| HealthCor Management, L.P. |
7 |
| Comerica Securities,inc. |
7 |
| Park Avenue Securities Llc |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
7 |
| Almanack Investment Partners, LLC. |
7 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| Balentine LLC |
7 |
| Nwam Llc |
7 |
| HighVista Strategies LLC |
7 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
7 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
7 |
| College Retirement Equities Fund |
7 |
| Spearhead Capital Advisors, Llc |
7 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
7 |
| Reilly Financial Advisors, Llc |
7 |
| Wexford Capital Lp |
7 |
| Stonebridge Capital Advisors LLC |
7 |
| ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund |
7 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
7 |
| Vanguard World Fund |
7 |
| Calamos Global Total Return Fund |
7 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
7 |
| WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A |
7 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
7 |
| Wolff Wiese Magana Llc |
7 |
| ETRADE Capital Management LLC |
7 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
7 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
| CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
7 |
| Glenmede Investment Management, LP |
7 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
7 |
| Danske Bank A/s |
7 |
| Old National Bancorp /in/ |
7 |
| CX Institutional |
7 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
7 |
| RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity |
7 |
| Lsv Asset Management |
7 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
7 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
7 |
| Redwood Wealth Management Group, LLC |
7 |
| IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
7 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
7 |
| Integral Health Asset Management, LLC |
7 |
| NewSquare Capital LLC |
7 |
| Deere & Co |
7 |
| Parkwood LLC |
7 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
7 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
7 |
| Householder Group Estate & Retirement Specialist, LLC |
7 |
| Tekla Healthcare Opportunities Fund |
7 |
| Confluence Wealth Services, Inc. |
7 |
| Liberty Wealth Management Llc |
7 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
7 |
| MARSHALL WACE ASIA Ltd |
7 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
7 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
7 |
| Weiss Strategic Interval Fund |
7 |
| Merit Financial Group, LLC |
7 |
| Anson Funds Management LP |
7 |
| MYDA Advisors LLC |
7 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
7 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
7 |
| Artisan Partners Limited Partnership |
7 |
| FNY Managed Accounts LLC |
7 |
| Apollon Wealth Management, LLC |
7 |
| Boussard & Gavaudan Investment Management LLP |
7 |
| Nemes Rush Group LLC |
7 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
7 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
7 |
| Janney Capital Management LLC |
7 |
| IMA Wealth, Inc. |
7 |
| Meadow Creek Investment Management LLC |
7 |
| Caxton Associates Llp |
7 |
| Adalta Capital Management LLC |
7 |
| Glen Harbor Capital Management LLC |
7 |
| GAM Holding AG |
7 |
| Level Four Advisory Services, Llc |
7 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
7 |
| HFM Investment Advisors, LLC |
7 |
| Chevy Chase Trust Holdings, Inc. |
7 |
| DiNuzzo Private Wealth, Inc. |
7 |
| SummitTX Capital, L.P. |
7 |
| Calamos Global Dynamic Income Fund |
7 |
| Armistice Capital, Llc |
7 |
| Caisse De Depot Et Placement Du Quebec |
7 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
7 |
| Camber Capital Management LP |
7 |
| Avidian Wealth Solutions, LLC |
7 |
| Advisor Resource Council |
7 |
| Perigon Wealth Management, LLC |
7 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
7 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
7 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
7 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
7 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
7 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
7 |
| Tiverton Asset Management Llc |
7 |
| Calamos Convertible & High Income Fund |
7 |
| AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
7 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
7 |
| Atticus Wealth Management, Llc |
7 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
7 |
| AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 |
7 |
| PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A |
7 |
| Brighton Jones Llc |
7 |
| Hanseatic Management Services Inc |
7 |
| Beaird Harris Wealth Management, LLC |
7 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
7 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
7 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
7 |
| Hancock Whitney Corp |
7 |
| Zions Bancorporation, National Association /ut/ |
7 |
| Integrated Wealth Concepts LLC |
7 |
| Eqis Capital Management, Inc. |
7 |
| GW&K Investment Management, LLC |
7 |
| Private Wealth Management Group, LLC |
7 |
| Cloud Capital Management, LLC |
7 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
| Petrus Trust Company, LTA |
7 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
7 |
| Sachetta, LLC |
7 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
7 |
| Texas Permanent School Fund |
7 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
7 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
7 |
| Mangrove Partners |
7 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
7 |
| Crossmark Global Holdings, Inc. |
7 |
| Calamos Convertible Opportunities & Income Fund |
7 |
| Iron Triangle Partners LP |
7 |
| Salomon & Ludwin, LLC |
7 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
7 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
7 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
7 |
| FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
7 |
| Wiley Bros.-aintree Capital, Llc |
7 |
| Davidson Kempner Capital Management Lp |
7 |
| Cedar Mountain Advisors, LLC |
7 |
| PENN SERIES FUNDS INC - International Equity Fund |
7 |
| Wetherby Asset Management Inc |
7 |
| Tfo-tdc, Llc |
7 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
7 |
| Lombard Odier Asset Management (Europe) Ltd |
7 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
7 |
| Mason Street Advisors, Llc |
7 |
| WealthPLAN Partners, LLC |
7 |
| IndexIQ Advisors LLC |
7 |
| Hood River Capital Management LLC |
7 |
| Parkman Healthcare Partners LLC |
7 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
7 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
7 |
| Kilter Group LLC |
7 |
| Cvi Holdings, Llc |
7 |
| XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF |
7 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
7 |
| Ostrum Asset Management |
7 |
| Agf Investments Inc. |
7 |
| FDx Advisors, Inc. |
7 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
7 |
| Sonora Investment Management, LLC |
7 |
| Axxcess Wealth Management, Llc |
7 |
| Wealthspire Advisors, L.P. |
7 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
7 |
| Tortoise Investment Management, LLC |
7 |
| Financial Management Professionals, Inc. |
7 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
7 |
| LS Investment Advisors, LLC |
7 |
| Neo Ivy Capital Management |
7 |
| Advent Capital Management /de/ |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
7 |
| Prime Capital Investment Advisors, LLC |
7 |
| Westpac Banking Corp |
7 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
7 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
7 |
| JNBA Financial Advisors |
7 |
| Grove Bank & Trust |
7 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
7 |
| Delphia (USA) Inc. |
7 |
| RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class |
7 |
| Spot Trading L.L.C |
7 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
7 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
7 |
| LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A |
7 |
| Kayne Anderson Rudnick Investment Management Llc |
7 |
| Avantax Advisory Services, Inc. |
7 |
| Ameritas Investment Corp |
7 |
| Cape Investment Advisory, Inc. |
7 |
| Zions Bancorporation, N.A. |
7 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
6 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
6 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
6 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
6 |
| HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
6 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
| ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
6 |
| Prestige Wealth Management Group LLC |
6 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
6 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
6 |
| FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A |
6 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
6 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
6 |
| Cordant, Inc. |
6 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
6 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
6 |
| Lighthouse Investment Partners, LLC |
6 |
| Crawford Lake Capital Management, LLC |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
6 |
| Chiron Capital Management, Llc |
6 |
| ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class |
6 |
| Orion Capital Management LLC |
6 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
6 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
6 |
| IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I |
6 |
| Modera Wealth Management, LLC |
6 |
| Westside Investment Management, Inc. |
6 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
6 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
6 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
6 |
| Pinnacle Financial Partners Inc |
6 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
6 |
| Treasurer of the State of North Carolina |
6 |
| Intrinsic Edge Capital Management LLC |
6 |
| Enterprise Financial Services Corp |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
6 |
| IYH - iSHARES TRUST - iShares U.S. Healthcare ETF |
6 |
| Mv Capital Management, Inc. |
6 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
6 |
| Arete Wealth Advisors, LLC |
6 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
6 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
6 |
| Mazama Capital Management Inc |
6 |
| Atlantic Trust, LLC |
6 |
| Kingsview Wealth Management, LLC |
6 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
6 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
6 |
| MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A |
6 |
| Hollencrest Capital Management |
6 |
| IHT Wealth Management, LLC |
6 |
| Profunds - Profund Vp Health Care |
6 |
| Samlyn Capital, Llc |
6 |
| Denali Advisors Llc |
6 |
| Profunds - Profund Vp Biotechnology |
6 |
| Optimum Investment Advisors |
6 |
| Redwood Investments, LLC |
6 |
| T. Rowe Price Investment Management, Inc. |
6 |
| Broadfin Capital, LLC |
6 |
| BDO Wealth Advisors, LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
6 |
| AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
6 |
| Voleon Capital Management Lp |
6 |
| Managed Account Advisors Llc |
6 |
| Elkfork Partners LLC |
6 |
| Harel Insurance Investments & Financial Services Ltd. |
6 |
| SOA Wealth Advisors, LLC. |
6 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
6 |
| Shelton Capital Management |
6 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
6 |
| Qtron Investments LLC |
6 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
6 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
6 |
| 1832 Asset Management L.P. |
6 |
| William Blair Investment Management, Llc |
6 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
6 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
6 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
6 |
| HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A |
6 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
6 |
| Premier Fund Managers Ltd |
6 |
| Railway Pension Investments Ltd |
6 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
6 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
6 |
| Tarbox Family Office, Inc. |
6 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
6 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
6 |
| Avantax Planning Partners, Inc. |
6 |
| Guardian Wealth Advisors, LLC |
6 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
6 |
| FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio |
6 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
6 |
| FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio |
6 |
| RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
6 |
| Needham Investment Management Llc |
6 |
| Westfield Capital Management Co Lp |
6 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
6 |
| EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A |
6 |
| HHM Wealth Advisors, LLC |
6 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
6 |
| Vanguard Explorer Fund |
6 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
6 |
| Employees Retirement System of Texas |
6 |
| APG Asset Management N.V. |
6 |
| Gladstone Institutional Advisory LLC |
6 |
| Fort Washington Investment Advisors Inc /oh/ |
6 |
| Cannell Peter B & Co Inc |
6 |
| Prudential Plc |
6 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
6 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
6 |
| Artemis Investment Management LLP |
6 |
| Friess Associates Llc |
6 |
| LRI Investments, LLC |
6 |
| RiverPark Advisors, LLC |
6 |
| Private Ocean, LLC |
6 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| Moisand Fitzgerald Tamayo, LLC |
6 |
| Smithfield Trust Co |
6 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
6 |
| Contravisory Investment Management, Inc. |
6 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
6 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
6 |
| Boston Private Wealth Llc |
6 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
6 |
| Westwood Holdings Group Inc |
6 |
| Exane Derivatives |
6 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
| Oaktree Capital Management Lp |
6 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
6 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
6 |
| RMB Capital Management, LLC |
6 |
| Vestcor Inc |
6 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
6 |
| DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A |
6 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
6 |
| MetLife Securities, Inc |
6 |
| Peregrine Capital Management Llc |
6 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
6 |
| River & Mercantile Asset Management Llp |
6 |
| HighPoint Advisor Group LLC |
6 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
6 |
| Oliver Lagore Vanvalin Investment Group |
6 |
| Resources Management Corp /ct/ /adv |
6 |
| Kovitz Investment Group Partners, LLC |
6 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
6 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
6 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
6 |
| EverPoint Asset Management, LLC |
6 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
6 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
6 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
6 |
| Steigerwald, Gordon & Koch Inc. |
6 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
6 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
6 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
6 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
6 |
| Wasatch Advisors Inc |
6 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
| Municipal Employees' Retirement System of Michigan |
6 |
| O'Dell Group, LLC |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
6 |
| Winch Advisory Services, LLC |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
6 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
6 |
| Covington Capital Management |
6 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
| PFG Private Wealth Management, LLC |
6 |
| Hudock, Inc. |
6 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
6 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
6 |
| J.Safra Asset Management Corp |
6 |
| Authentikos Wealth Advisory, LLC |
6 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
6 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
6 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
6 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
6 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
6 |
| K.J. Harrison & Partners Inc |
6 |
| Rotella Capital Management, Inc. |
6 |
| BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
6 |
| Parametrica Management Ltd |
6 |
| Ellsworth Advisors, LLC |
6 |
| Tucker Asset Management Llc |
6 |
| Osterweis Capital Management Inc |
6 |
| Segantii Capital Management Ltd |
6 |
| IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF |
6 |
| King Luther Capital Management Corp |
6 |
| Independent Advisor Alliance |
6 |
| Change Path, LLC |
6 |
| JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF |
6 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
6 |
| New York Life Investment Management Llc |
6 |
| Echo Street Capital Management LLC |
6 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
6 |
| Elo Mutual Pension Insurance Co |
6 |
| SHP Wealth Management |
6 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
6 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
6 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
6 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
6 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
6 |
| Signature Equity Partners, LLC |
6 |
| Frontier Capital Management Co Llc |
6 |
| MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A |
6 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
6 |
| Pinnacle Financial Partners, Inc. |
6 |
| Atlas Capital Advisors Llc |
6 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
6 |
| Yorktown Management & Research Co Inc |
6 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
6 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
6 |
| Cornerstone Financial Management LLC |
6 |
| Main Management ETF Advisors, LLC |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| Formula Growth Ltd |
6 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
6 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
| Ethic Inc. |
6 |
| Systematic Financial Management Lp |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| Eurizon Capital SGR S.p.A. |
6 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
6 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
6 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
6 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
6 |
| BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology |
6 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| Retirement Wealth Solutions LLC |
6 |
| Commonwealth Bank Of Australia |
6 |
| We Are One Seven, LLC |
6 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
| UniSuper Management Pty Ltd |
6 |
| Thompson Siegel & Walmsley Llc |
6 |
| Rydex Etf Trust |
6 |
| RXL - PROSHARES TRUST - ProShares Ultra Health Care |
6 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
6 |
| PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF |
6 |
| Amplius Wealth Advisors, LLC |
6 |
| Schubert & Co |
6 |
| Exencial Wealth Advisors, Llc |
6 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
6 |
| Hamilton Lane Advisors Llc |
6 |
| Syon Capital Llc |
6 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
6 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
6 |
| AXA Investment Managers S.A. |
6 |
| Motley Fool Asset Management LLC |
6 |
| Vident Advisory, LLC |
6 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
6 |
| Mckinley Capital Management Llc /delaware |
6 |
| Tamarack Advisers, LP |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| SYSTM Wealth Solutions LLC |
6 |
| Northwest & Ethical Investments L.P. |
6 |
| Maverick Capital Ltd |
6 |
| Ahrens Investment Partners LLC |
6 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
6 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
6 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
6 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
6 |
| Quantitative Systematic Strategies LLC |
6 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
| Mendota Financial Group, LLC |
6 |
| Chicago Equity Partners Llc |
6 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
6 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
6 |
| Whitebox Advisors Llc |
6 |
| Suvretta Capital Management, Llc |
6 |
| Procyon Private Wealth Partners, LLC |
6 |
| Marex Group plc |
6 |
| Allianzgi Convertible & Income Fund Ii |
6 |
| Wesbanco Bank Inc |
6 |
| Allianzgi Convertible & Income Fund |
6 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
6 |
| Cassady Schiller Wealth Management, LLC |
6 |
| Dorsey Wright & Associates |
6 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
6 |
| Avidity Partners Management LP |
6 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
| HCPIX - Profunds - Health Care Ultrasector Profund Investor Class |
6 |
| Visium Asset Management, LP |
6 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
6 |
| Emerald Advisers, Llc |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
6 |
| Vantage Consulting Group Inc |
6 |
| Belvedere Trading LLC |
6 |
| Semanteon Capital Management, LP |
6 |
| Alamea Verwaltungs GmbH |
6 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
6 |
| RFP Financial Group LLC |
6 |
| Claymore Exchange-traded Fund Trust |
6 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
6 |
| B. Metzler seel. Sohn & Co. AG |
6 |
| Sona Asset Management (us) Llc |
6 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
6 |
| Blackrock Health Sciences Trust |
6 |
| Wealth Preservation Advisors, LLC |
6 |
| Connacht Asset Management LP |
6 |
| Icon Wealth Partners, LLC |
6 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
6 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
| Parisi Gray Wealth Management |
6 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
6 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
6 |
| San Francisco Sentry Investment Group (ca) |
6 |
| Carillon Tower Advisers, Inc. |
6 |
| DV Trading LLC |
6 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
6 |
| 111 Capital |
6 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
| K2 Principal Fund, L.p. |
6 |
| Chilton Capital Management Llc |
6 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
6 |
| Atria Wealth Solutions, Inc. |
6 |
| BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class |
6 |
| Ameriflex Group, Inc. |
6 |
| Bartlett & Co. Wealth Management Llc |
6 |
| HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia |
6 |
| Van Hulzen Asset Management, LLC |
6 |
| Vantagepoint Funds |
6 |
| Susquehanna Portfolio Strategies, LLC |
6 |
| PharVision Advisers, LLC |
6 |
| Legacy Financial Advisors, Inc. |
6 |
| GeoWealth Management, LLC |
6 |
| Tema Etfs Llc |
6 |
| Meridiem Capital Partners LP |
6 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
6 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
6 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
6 |
| Regions Financial Corp |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
6 |
| Avanza Fonder AB |
6 |
| HB Wealth Management, LLC |
6 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
6 |
| Woodmont Investment Counsel Llc |
6 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
6 |
| AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
6 |
| Abel Hall, LLC |
6 |
| Polymer Capital Management (US) LLC |
6 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
6 |
| FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares |
6 |
| EFG Asset Management (North America) Corp. |
6 |
| IFG Advisory, LLC |
6 |
| TFC Financial Management |
6 |
| Royce Micro-cap Trust, Inc /md/ |
6 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
6 |
| Jaffetilchin Investment Partners, LLC |
6 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
6 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
6 |
| AWM Investment Company, Inc. |
6 |
| Signet Financial Management, Llc |
6 |
| Capula Management Ltd |
6 |
| Ghisallo Capital Management LLC |
6 |
| Jane Street Holding, LLC |
6 |
| Silverarc Capital Management, Llc |
6 |
| American Capital Advisory, LLC |
6 |
| First Personal Financial Services |
6 |
| Turning Point Benefit Group, Inc. |
6 |
| Concurrent Investment Advisors, LLC |
6 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
6 |
| Wealthcare Capital Management Llc |
6 |
| tru Independence LLC |
6 |
| Moors & Cabot, Inc. |
6 |
| Sanctuary Wealth Advisors, LLC |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
6 |
| Gyon Technologies Capital Management, LP |
6 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
6 |
| Point72 Europe (London) LLP |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
5 |
| Tiaa, Fsb |
5 |
| Summit Partners Public Asset Management, Llc |
5 |
| FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund |
5 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
5 |
| Edge Wealth Management LLC |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
5 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
| Manning & Napier Advisors Llc |
5 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
5 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
5 |
| Argent Trust Co |
5 |
| G2 Investment Partners Management LLC |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| Dakota Wealth Management |
5 |
| Bluefin Trading, LLC |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
| KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
5 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
5 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
5 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
5 |
| ARKK - Ark ETF Trust - ARK Innovation ETF |
5 |
| Column Capital Advisors, LLC |
5 |
| Carroll Financial Associates, Inc. |
5 |
| Advantage Alpha Capital Partners LP |
5 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| Vigilare Wealth Management |
5 |
| WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
5 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
5 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
5 |
| Calamos Strategic Total Return Fund |
5 |
| Madison Asset Management, LLC |
5 |
| Periscope Capital Inc. |
5 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
5 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
5 |
| Flinton Capital Management LLC |
5 |
| Meridian Wealth Management, LLC |
5 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
5 |
| Keebeck Alpha, LP |
5 |
| Calamos Wealth Management LLC |
5 |
| Country Trust Bank |
5 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
5 |
| Anfield Capital Management, LLC |
5 |
| BBVA USA Bancshares, Inc. |
5 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
5 |
| Utah Retirement Systems |
5 |
| Stoneridge Investment Partners Llc |
5 |
| Webster Bank, N. A. |
5 |
| Karp Capital Management Corp |
5 |
| AllSquare Wealth Management LLC |
5 |
| WASHINGTON TRUST Co |
5 |
| Capital Investment Advisory Services, LLC |
5 |
| Camden Capital, LLC |
5 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
5 |
| Brookstone Capital Management |
5 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
5 |
| Burney Co/ |
5 |
| Tompkins Financial Corp |
5 |
| DC Investments Management, LLC |
5 |
| Dynamic Advisor Solutions LLC |
5 |
| Atlas Private Wealth Advisors |
5 |
| WFA of San Diego, LLC |
5 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
| FNY Partners Fund LP |
5 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
5 |
| Aristides Capital LLC |
5 |
| Integrated Advisors Network LLC |
5 |
| Steel Peak Wealth Management LLC |
5 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
5 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
5 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
5 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
5 |
| Eastern Bank |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| American National Bank |
5 |
| Chicago Partners Investment Group LLC |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
5 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
5 |
| Peapack Gladstone Financial Corp |
5 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
5 |
| CSat Investment Advisory, L.P. |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
5 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
5 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
5 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
5 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
5 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
5 |
| ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class |
5 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
5 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
5 |
| Meteora Capital, LLC |
5 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
5 |
| PACIFIC SELECT FUND - Health Sciences Portfolio Class I |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 |
5 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
| PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
5 |
| Sugarloaf Wealth Management, LLC |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
5 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
5 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
5 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
5 |
| AGF Investments LLC |
5 |
| Eminence Capital, Lp |
5 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
5 |
| NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
5 |
| Mascoma Wealth Management LLC |
5 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
5 |
| EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
5 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
| Ten Capital Wealth Advisors, LLC |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| Ally Bridge Group (NY) LLC |
5 |
| Silverback Asset Management Llc |
5 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
5 |
| Paces Ferry Wealth Advisors, Llc |
5 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
| Simon Quick Advisors, Llc |
5 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
| Rice Hall James & Associates, Llc |
5 |
| Central Pacific Bank - Trust Division |
5 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
5 |
| Decker Retirement Planning Inc. |
5 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
5 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
5 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
5 |
| Livforsakringsbolaget Skandia, Omsesidigt |
5 |
| Cornerstone Investment Partners, LLC |
5 |
| StoneX Group Inc. |
5 |
| BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A |
5 |
| WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
5 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
5 |
| Girard Partners Ltd. |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
5 |
| PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A |
5 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
5 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
5 |
| SeaBridge Investment Advisors LLC |
5 |
| Murphy Michael R |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
5 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
5 |
| Penn Capital Management Co Inc |
5 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class |
5 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
| THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A |
5 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
5 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
5 |
| Oberweis Asset Management Inc/ |
5 |
| ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
5 |
| Navellier & Associates Inc |
5 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
5 |
| Advisors Capital Management, LLC |
5 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
| Ionic Capital Management LLC |
5 |
| Isthmus Partners, Llc |
5 |
| Absolute Return Capital, LLC |
5 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
5 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
5 |
| High Note Wealth, LLC |
5 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
5 |
| RWC Asset Management LLP |
5 |
| Korea Investment CORP |
5 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
5 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
5 |
| PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 |
5 |
| AlphaMark Advisors, LLC |
5 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
5 |
| RWM Asset Management, LLC |
5 |
| Phoenix Wealth Advisors |
5 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
5 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
5 |
| Hilltop National Bank |
5 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
5 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
5 |
| Tygh Capital Management, Inc. |
5 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
5 |
| Denver Investment Advisors Llc |
5 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
| Dorsey & Whitney Trust CO LLC |
5 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
5 |
| Putnam Master Intermediate Income Trust |
5 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
5 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
5 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
5 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
5 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
5 |
| Opal Wealth Advisors, LLC |
5 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
5 |
| Associated Banc-corp |
5 |
| IAG Wealth Partners, LLC |
5 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
5 |
| FineMark National Bank & Trust |
5 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
5 |
| Harwood Advisory Group, LLC |
5 |
| JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares |
5 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
5 |
| Williams Jones Wealth Management, LLC. |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 |
5 |
| VCGAX - VALIC Co I - Growth & Income Fund |
5 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
5 |
| First Allied Advisory Services, Inc. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
5 |
| Sivik Global Healthcare LLC |
5 |
| HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A |
5 |
| Myriad Asset Management Ltd. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
5 |
| PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares |
5 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
5 |
| Cable Hill Partners, LLC |
5 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
5 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
5 |
| PointState Capital LP |
5 |
| NorthCoast Asset Management LLC |
5 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
5 |
| Analytic Investors, LLC |
5 |
| OneAscent Financial Services LLC |
5 |
| Simplify Asset Management Inc. |
5 |
| Highland Capital Management, Llc |
5 |
| Affinity Investment Advisors, Llc |
5 |
| IBM Retirement Fund |
5 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
| Putnam Premier Income Trust |
5 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
| Shenkman Capital Management Inc |
5 |
| III Capital Management |
5 |
| Qs Batterymarch Financial Management, Inc |
5 |
| Weaver Consulting Group |
5 |
| Wcm Investment Management, Llc |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
| Tri Locum Partners LP |
5 |
| Blue Water Life Science Advisors, LLC |
5 |
| Next Financial Holdings |
5 |
| Tekla World Healthcare Fund |
5 |
| HN Saltoro Capital, LP |
5 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
5 |
| Trellus Management Company, LLC |
5 |
| Royal London Asset Management Ltd |
5 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
5 |
| Granite Point Capital Management, L.P. |
5 |
| Great Valley Advisor Group, Inc. |
5 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
5 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
5 |
| M&G Plc |
5 |
| Kore Private Wealth LLC |
5 |
| IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF |
5 |
| Machina Capital S.a.s. |
5 |
| Tekla Life Sciences Investors |
5 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
5 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
5 |
| Quilter Plc |
5 |
| Hutchin Hill Capital, LP |
5 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
5 |
| Executive Wealth Management, LLC |
5 |
| Aequim Alternative Investments LP |
5 |
| Tsfg, Llc |
5 |
| Phocas Financial Corp. |
5 |
| AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class |
5 |
| 361 Capital Llc |
5 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
5 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
| Opti Capital Management, Lp |
5 |
| QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
5 |
| Dagco, Inc. |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
| Bollard Group LLC |
5 |
| Global Wealth Management Investment Advisory, Inc. |
5 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
5 |
| Lincoln National Corp |
5 |
| TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
5 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
| SAC Capital Advisors LP |
5 |
| Ossiam |
5 |
| Bridger Management, Llc |
5 |
| Bradley & Co. Private Wealth Management, LLC |
5 |
| NewEdge Wealth, LLC |
5 |
| Pallas Capital Advisors LLC |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
5 |
| FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio |
5 |
| Vanguard Horizon Funds |
5 |
| Timpani Capital Management LLC |
5 |
| Thoroughbred Financial Services, Llc |
5 |
| Manatuck Hill Partners, LLC |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
5 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
5 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
5 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
5 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
5 |
| Kb Financial Partners, Llc |
5 |
| Sheaff Brock Investment Advisors, LLC |
5 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
5 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
5 |
| Cromwell Holdings LLC |
5 |
| Gen-Wealth Partners Inc |
5 |
| Bradley Foster & Sargent Inc/ct |
5 |
| Summit Financial, LLC |
5 |
| Siemens Fonds Invest GmbH |
5 |
| HealthInvest Partners AB |
5 |
| Triumph Capital Management |
5 |
| Counterpoint Mutual Funds LLC |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
5 |
| Green Alpha Advisors, LLC |
5 |
| Andra AP-fonden |
5 |
| Enlightenment Research, LLC |
5 |
| FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
5 |
| Beacon Pointe Advisors, LLC |
5 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
5 |
| Duncker Streett & Co Inc |
5 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
5 |
| TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
5 |
| Prescott Group Capital Management, L.l.c. |
5 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
5 |
| Spears Abacus Advisors LLC |
5 |
| MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I |
5 |
| Nachman Norwood & Parrott, Inc |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| Eisler Capital (UK) Ltd. |
5 |
| Redhawk Wealth Advisors, Inc. |
5 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
5 |
| Vectors Research Management, LLC |
5 |
| Headinvest, Llc |
5 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
5 |
| Accurate Wealth Management, LLC |
5 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
5 |
| L & S Advisors Inc |
5 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
5 |
| Ontario Teachers Pension Plan Board |
5 |
| MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
5 |
| Worldquant Millennium Advisors Llc |
5 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
5 |
| TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I |
5 |
| Oppenheimer Funds Inc |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
5 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
5 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
5 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
5 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
5 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
5 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
5 |
| V-Square Quantitative Management LLC |
5 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
5 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
5 |
| ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
5 |
| Blackrock Master Llc |
5 |
| Zrc Wealth Management, Llc |
5 |
| Vanguard National Trust Co |
5 |
| Cipher Capital LP |
5 |
| Monarch Partners Asset Management LLC |
5 |
| Medallion Wealth Advisors, LLC |
5 |
| U.S. Capital Wealth Advisors, LLC |
5 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
| Chicago Capital, LLC |
5 |
| FourThought Financial, LLC |
5 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
5 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
| MidFirst Bank |
5 |
| Cornerstone Advisors, Inc. |
5 |
| Ing Groep Nv |
5 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
5 |
| MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
5 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
| QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
5 |
| Evolve Private Wealth, Llc |
5 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
| McIlrath & Eck, LLC |
5 |
| Nvwm, Llc |
5 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
| Hazlett, Burt & Watson, Inc. |
5 |
| Highline Wealth Partners Llc |
5 |
| Pnc Funds |
5 |
| Pinebridge Investments Llc |
5 |
| CastleArk Alternatives, LLC |
5 |
| iA Global Asset Management Inc. |
5 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
5 |
| Fideuram Asset Management (Ireland) dac |
5 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
5 |
| Levin Capital Strategies, L.p. |
5 |
| Wedmont Private Capital |
5 |
| Clear Street Llc |
5 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
| Wagner Wealth Management, Llc |
5 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
5 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
5 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
5 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
5 |
| St Germain D J Co Inc |
5 |
| Numerai GP LLC |
5 |
| Highland Capital Management Fund Advisors, L.p. |
5 |
| Rachor Investment Advisory Services, LLC |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| Virtue Capital Management, LLC |
5 |
| Commonwealth Equity Services, Inc |
5 |
| Moran Wealth Management, LLC |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
5 |
| Camelot Portfolios, LLC |
5 |
| Insigneo Advisory Services, Llc |
5 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
| Maryland Capital Advisors Inc. |
5 |
| NEOS Investment Management LLC |
5 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
5 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
5 |
| Lake Street Advisors Group, Llc |
5 |
| Brown, Lisle/cummings, Inc. |
5 |
| Qsemble Capital Management, LP |
5 |
| Beck Mack & Oliver Llc |
5 |
| First New York Securities Llc /ny |
5 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
5 |
| Scott & Selber, Inc. |
5 |
| Platinum Investment Management Ltd |
5 |
| Nissay Asset Management Corp /japan/ /adv |
5 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
5 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
5 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
5 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
5 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
5 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
| NorthCrest Asset Manangement, LLC |
5 |
| MANA Advisors LLC |
5 |
| Abn Amro Investment Solutions |
5 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
5 |
| TCTC Holdings, LLC |
5 |
| Masso Torrence Wealth Management Inc. |
5 |
| CarsonAllaria Wealth Management, Ltd. |
5 |
| Industrial Alliance Investment Management Inc. |
5 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
5 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
5 |
| Optima Capital Llc |
5 |
| Ra Capital Management, L.p. |
5 |
| E. Ohman J:or Asset Management AB |
5 |
| Stonegate Investment Group, LLC |
5 |
| WR Wealth Planners, LLC |
5 |
| Private Wealth Asset Management, LLC |
5 |
| CenterBook Partners LP |
5 |
| MQS Management LLC |
5 |
| Investors Research Corp |
5 |
| Northwest Financial Advisors |
5 |
| Fiduciary Alliance LLC |
5 |
| First Turn Management, LLC |
5 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
5 |
| Operose Advisors LLC |
5 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
| Huntleigh Advisors, Inc. |
5 |
| Oak Ridge Investments Llc |
5 |
| Mutual Advisors, LLC |
5 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
| Dogwood Wealth Management LLC |
5 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
5 |
| Frazier Financial Advisors, LLC |
5 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
5 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
5 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
| Dynamic Wealth Strategies, LLC |
5 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
5 |
| ADAR1 Capital Management, LLC |
5 |
| Tilia Fiduciary Partners, Inc. |
5 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
| Aspect Partners, LLC |
5 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
5 |
| Rhenman & Partners Asset Management AB |
5 |
| Signition Lp |
5 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
5 |
| Context Capital Management, LLC |
5 |
| Heritage Wealth Advisors |
5 |
| Cary Street Partners Financial Llc |
5 |
| Quantessence Capital LLC |
5 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
| Peak6 Llc |
5 |
| GKV Capital Management Co., Inc. |
5 |
| Eaton Vance Ltd Duration Income Fund |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
5 |
| Romano Brothers And Company |
5 |
| Acuta Capital Partners, Llc |
5 |
| PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF |
5 |
| Tyler-Stone Wealth Management |
5 |
| Byrne Asset Management LLC |
5 |
| MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| Vise Technologies, Inc. |
5 |
| Simplicity Wealth,LLC |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| Zazove Associates Llc |
5 |
| Ellsworth Growth & Income Fund Ltd |
5 |
| Whipplewood Advisors, LLC |
5 |
| Equitec Proprietary Markets, Llc |
5 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
5 |
| Flynn James E |
5 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
5 |
| EP Wealth Advisors, Inc. |
5 |
| Sierra Ocean, Llc |
5 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
5 |
| National Planning Corp |
5 |
| Pine River Capital Management L.P. |
5 |
| BOK Financial Private Wealth, Inc. |
5 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
5 |
| Pinnacle Bancorp, Inc. |
5 |
| Basso Capital Management, L.p. |
5 |
| Advantage Investment Management, Llc |
5 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
5 |
| Beacon Investment Advisory Services, Inc. |
5 |
| Bancroft Fund Ltd |
5 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
5 |
| BHCFX - BARON SELECT FUNDS - Baron Health Care Fund |
5 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
5 |
| Tobam |
5 |
| NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares |
5 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
5 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
5 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
5 |
| IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class |
5 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| Ashton Thomas Private Wealth, LLC |
5 |
| Soros Fund Management Llc |
5 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A |
5 |
| BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND |
5 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
5 |
| Sterling Investment Advisors, Ltd. |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
5 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
5 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
| Symmetry Peak Management Llc |
5 |
| Bfsg, Llc |
5 |
| Jag Capital Management, Llc |
5 |
| SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional |
5 |
| Fulton Bank, N.a. |
5 |
| LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C |
5 |
| PDFDX - World Funds Trust - Perkins Discovery Fund Investor |
5 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
5 |
| Wunderlich Securities, Inc. |
5 |
| Columbus Circle Investors |
5 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
5 |
| Hitchwood Capital Management LP |
5 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
5 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
| DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A |
4 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
4 |
| FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A |
4 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
4 |
| Quinn Opportunity Partners LLC |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
4 |
| GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class |
4 |
| Paradigm Asset Management Co Llc |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
| Sciencast Management LP |
4 |
| Evermay Wealth Management Llc |
4 |
| Ropes Wealth Advisors Llc |
4 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
4 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
4 |
| Mosaic Family Wealth, LLC |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| First National Bank Of Omaha |
4 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
4 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
| Gardner Lewis Asset Management L P |
4 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
4 |
| Nations Financial Group Inc, /ia/ /adv |
4 |
| People's United Financial, Inc. |
4 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
4 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| De Burlo Group Inc |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
4 |
| Motco |
4 |
| Viking Global Investors Lp |
4 |
| Keel Point, LLC |
4 |
| AHL Partners LLP |
4 |
| Riverhead Capital Management Llc |
4 |
| Banco BTG Pactual S.A. |
4 |
| BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
4 |
| Wall Street Associates |
4 |
| VTL Associates, LLC |
4 |
| Decade Capital Management Llc |
4 |
| Catapult Capital Management Llc |
4 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
4 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
4 |
| Bartlett & Co. LLC |
4 |
| Moody Aldrich Partners Llc |
4 |
| CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
4 |
| Baird Robert W & Co Inc /wi/ |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| Caldwell Securities, Inc |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
| Princeton Alpha Management LP |
4 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Antonetti Capital Management LLC |
4 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
4 |
| Sei Trust Co |
4 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
4 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
4 |
| GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares |
4 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
4 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
4 |
| VCULX - VALIC Co I - Growth Fund |
4 |
| VBCVX - VALIC Co I - Systematic Value Fund |
4 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
4 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
4 |
| Global X Management CO LLC |
4 |
| UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology |
4 |
| First Citizens Bank & Trust Co |
4 |
| JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV |
4 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
4 |
| Rock Creek Group, LP |
4 |
| Pictet & Cie (Europe) SA |
4 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
4 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
4 |
| Corient Capital Partners, LLC |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
4 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
4 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
4 |
| First Bank & Trust |
4 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
| Red Door Wealth Management, LLC |
4 |
| Carnegie Capital Asset Management, LLC |
4 |
| S.A. Mason LLC |
4 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| Verdence Capital Advisors LLC |
4 |
| Ikarian Capital, LLC |
4 |
| Heartwood Wealth Advisors LLC |
4 |
| Stone House Investment Management, LLC |
4 |
| Samalin Investment Counsel, LLC |
4 |
| Quaker Wealth Management, LLC |
4 |
| JJJ Advisors Inc. |
4 |
| Islay Capital Management, Llc |
4 |
| Community Bank, N.A. |
4 |
| Marcum Wealth, LLC |
4 |
| DLD Asset Management, LP |
4 |
| Adviser Investments LLC |
4 |
| Alpine Associates Management Inc. |
4 |
| Invenomic Capital Management LP |
4 |
| N.E.W. Advisory Services LLC |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| Fiduciary Trust Co |
4 |
| Regent Peak Wealth Advisors LLC |
4 |
| Mission Creek Capital Partners, Inc. |
4 |
| Wealth Quarterback LLC |
4 |
| Dai-Ichi Life Insurance Company, Ltd |
4 |
| Engrave Wealth Partners LLC |
4 |
| Tyers Asset Management LLC |
4 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
4 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
| Intellectus Partners, LLC |
4 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
| Cigna Investments Inc /new |
4 |
| Northern Trust Co Of Connecticut |
4 |
| Worth Venture Partners, LLC |
4 |
| IFM Investors Pty Ltd |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| Ritholtz Wealth Management |
4 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
| Storebrand Asset Management As |
4 |
| TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class |
4 |
| LKSCX - LKCM Funds - LKCM Small Cap Equity Fund |
4 |
| SpiderRock Advisors, LLC |
4 |
| XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF |
4 |
| Security National Trust Co |
4 |
| Financial Enhancement Group LLC |
4 |
| FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
4 |
| Achmea Investment Management B.V. |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Ipswich Investment Management Co., Inc. |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares |
4 |
| Pendal Group Ltd |
4 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
4 |
| Capital Bank & Trust Co |
4 |
| Mesirow Financial Investment Management, Inc. |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| Donoghue Forlines LLC |
4 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
| Csenge Advisory Group |
4 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
4 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
4 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
4 |
| Zevenbergen Capital Investments Llc |
4 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
4 |
| Arlington Partners LLC |
4 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
| Kovack Advisors, Inc. |
4 |
| Six Circles Trust - Six Circles Global Bond Fund |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| Advisor OS, LLC |
4 |
| Quantedge Capital Pte Ltd |
4 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
4 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
4 |
| Allianz Se |
4 |
| Ascend Capital, Llc |
4 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
4 |
| Planned Solutions, Inc. |
4 |
| First Pacific Financial |
4 |
| Bluefin Capital Management, Llc |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
| Voya Prime Rate Trust |
4 |
| Willis Investment Counsel |
4 |
| Rock Springs Capital Management LP |
4 |
| Iron Horse Wealth Management, LLC |
4 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
4 |
| Castle Creek Arbitrage, LLC |
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 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
4 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
4 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
4 |
| Black Swift Group, LLC |
4 |
| Addison Advisors LLC |
4 |
| Berger Financial Group, Inc |
4 |
| Eagle Health Investments LP |
4 |
| Aaron Wealth Advisors LLC |
4 |
| Usaa Etf Trust |
4 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
4 |
| Senator Investment Group LP |
4 |
| HBK Sorce Advisory LLC |
4 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
| Veriti Management LLC |
4 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
4 |
| Blackrock Debt Strategies Fund, Inc. |
4 |
| Allegheny Financial Group LTD |
4 |
| Annapolis Financial Services, LLC |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
4 |
| Mach-1 Financial Group, Inc. |
4 |
| TCG Advisory Services, LLC |
4 |
| Charter Oak Capital Management, LLC |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
| Sittner & Nelson, Llc |
4 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
4 |
| F/M Investments LLC |
4 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
4 |
| Investment Management Corp of Ontario |
4 |
| Greenleaf Trust |
4 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
| Kowal Investment Group, LLC |
4 |
| Colonial River Wealth Management, LLC |
4 |
| Retirement Group, LLC |
4 |
| Kozak & Associates, Inc. |
4 |
| Laird Norton Trust Company, Llc |
4 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
4 |
| Kimelman & Baird, LLC |
4 |
| Valley Brook Capital Group, Inc. |
4 |
| Arcadia Investment Management Corp/mi |
4 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
4 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
| Gabelli Convertible & Income Securities Fund Inc |
4 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
4 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
| Eagle Bay Advisors LLC |
4 |
| Coatue Management Llc |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
| Gabelli Dividend & Income Trust |
4 |
| Horizon Investments, LLC |
4 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
4 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
4 |
| Eaton Vance Senior Income Trust |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
4 |
| Two Roads Shared Trust - APEX HealthCare ETF |
4 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
4 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
4 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
4 |
| Astrantus Ltd |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| Missouri Trust & Investment Co |
4 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
4 |
| Retirement Planning Co of New England, Inc. |
4 |
| Buckingham Strategic Partners |
4 |
| Metis Global Partners, LLC |
4 |
| JGP Global Gestao de Recursos Ltda. |
4 |
| South Dakota Investment Council |
4 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Future Fund LLC |
4 |
| Forum Financial Management, LP |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
4 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
| Values First Advisors, Inc. |
4 |
| City State Bank |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
4 |
| American Trust |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| Steelhead Partners Llc |
4 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| Strengthening Families & Communities, LLC |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| Country Club Bank /gfn |
4 |
| Worth Asset Management, LLC |
4 |
| EHP Funds Inc. |
4 |
| Beacon Capital Management, LLC |
4 |
| Fortitude Advisory Group L.L.C. |
4 |
| Quantum Private Wealth, LLC |
4 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
4 |
| Saudi Central Bank |
4 |
| DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
4 |
| Scarborough Advisors, LLC |
4 |
| Tradewinds, LLC. |
4 |
| Colonial Trust Advisors |
4 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
4 |
| ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
4 |
| ICA Group Wealth Management, LLC |
4 |
| Boston Partners |
4 |
| Exos TFP Holdings LLC |
4 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
4 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
4 |
| STRV - EA Series Trust - Strive 500 ETF |
4 |
| Mark Sheptoff Financial Planning, Llc |
4 |
| Trifecta Capital Advisors, LLC |
4 |
| Daymark Wealth Partners, Llc |
4 |
| VitalStone Financial, LLC |
4 |
| Riverview Capital Advisers, LLC |
4 |
| Commonwealth Retirement Investments LLC |
4 |
| Oppenheimer Global Multi Strategies Fund |
4 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
4 |
| LGT Financial Advisors LLC |
4 |
| West Tower Group, LLC |
4 |
| Eaton Vance Floating-rate Income Plus Fund |
4 |
| Eaton Vance Floating-rate Income Trust |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| Meeder Advisory Services, Inc. |
4 |
| PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
4 |
| Linden Thomas Advisory Services, LLC |
4 |
| Compass Wealth Management LLC |
4 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
4 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
4 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
4 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
4 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
4 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
4 |
| Global Thematic Partners, LLC |
4 |
| Vanderbilt University |
4 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
| 25 Llc |
4 |
| Ofi Invest Asset Management |
4 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| Pine Valley Investments Ltd Liability Co |
4 |
| Riggs Asset Managment Co. Inc. |
4 |
| CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF |
4 |
| Garde Capital, Inc. |
4 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
4 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
4 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
4 |
| EA Series Trust |
4 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
4 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
4 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
4 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
4 |
| Eaton Vance Short Duration Diversified Income Fund |
4 |
| RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares |
4 |
| Eaton Vance Senior Floating Rate Trust |
4 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
4 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
4 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
4 |
| Rational Advisors Llc |
4 |
| FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Strategic Advocates LLC |
4 |
| West Paces Advisors Inc. |
4 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
4 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
4 |
| Anchor Investment Management, LLC |
4 |
| Jamison Private Wealth Management, Inc. |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
4 |
| Custom Index Systems, Llc |
4 |
| Lecap Asset Management Ltd |
4 |
| Rakuten Securities, Inc. |
4 |
| Savvy Advisors, Inc. |
4 |
| University Of Texas/texas Am Investment Managment Co |
4 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
4 |
| Plato Investment Management Ltd |
4 |
| Whalen Wealth Management Inc. |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| Clough Global Equity Fund |
4 |
| Polymer Capital Management (HK) LTD |
4 |
| SIH Partners, LLLP |
4 |
| Caitlin John, LLC |
4 |
| Exome Asset Management LLC |
4 |
| Clough Global Opportunities Fund |
4 |
| Main Street Group, LTD |
4 |
| CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
4 |
| Planning Capital Management Corp |
4 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
| Bp Plc |
4 |
| Hershey Trust Co |
4 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
4 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
4 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
4 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
4 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
| Mowery & Schoenfeld Wealth Management, LLC |
4 |
| Lynx Investment Advisory |
4 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
| J. Safra Sarasin Holding AG |
4 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
| Ashton Thomas Securities, Llc |
4 |
| DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
4 |
| Kestra Investment Management, LLC |
4 |
| Essex Financial Services, Inc. |
4 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
4 |
| Principia Wealth Advisory, LLC |
4 |
| Elk Creek Partners, LLC |
4 |
| Kennebec Savings Bank |
4 |
| Ballentine Partners, LLC |
4 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
4 |
| HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
| Oddo Bhf Asset Management Sas |
4 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
4 |
| Crews Bank & Trust |
4 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
| MASTER BOND LLC - Master Total Return Portfolio |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| Hartford Series Fund Inc |
4 |
| Curio Wealth, Llc |
4 |
| Calton & Associates, Inc. |
4 |
| Bryce Point Capital, LLC |
4 |
| Resona Asset Management Co.,Ltd. |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| CenterStar Asset Management, LLC |
4 |
| Farringdon Capital, Ltd. |
4 |
| Raiffeisen Bank International AG |
4 |
| Massar Capital Management, LP |
4 |
| Joel Isaacson & Co., LLC |
4 |
| Shine Investment Advisory Services Inc |
4 |
| Mpwm Advisory Solutions, Llc |
4 |
| Vega Investment Solutions |
4 |
| DeDora Capital, Inc. |
4 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
| PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 |
4 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
4 |
| MJT & Associates Financial Advisory Group, Inc. |
4 |
| Integrity Alliance, Llc. |
4 |
| ASR Vermogensbeheer N.V. |
4 |
| Financial Gravity Companies, Inc. |
4 |
| VestGen Advisors, LLC |
4 |
| Binnacle Investments Inc |
4 |
| Endurance Wealth Management, Inc. |
4 |
| Alphasimplex Group, Llc |
4 |
| RMG Wealth Management LLC |
4 |
| Private Wealth Partners, LLC |
4 |
| Boreal Capital Management LLC |
4 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| World Asset Management Inc |
4 |
| Athanor Capital, Lp |
4 |
| Caldwell Trust Co |
4 |
| Pfs Investments Inc. |
4 |
| Slow Capital, Inc. |
4 |
| Aventura Private Wealth, LLC |
4 |
| Acorn Wealth Advisors, LLC |
4 |
| Solstein Capital, LLC |
4 |
| North Dakota State Investment Board |
4 |
| Investors Portfolio Services LLC |
4 |
| Certified Advisory Corp |
4 |
| Westwood Management Corp /il/ |
4 |
| Havemeyer Place LP |
4 |
| Hilton Head Capital Partners, LLC |
4 |
| Gilpin Wealth Management, Llc |
4 |
| Ankerstar Wealth, LLC |
4 |
| Cantor Fitzgerald, L. P. |
4 |
| Coastline Trust Co |
4 |
| Emerald Investment Partners, Llc |
4 |
| Wellington Shields Capital Management, LLC |
4 |
| Wellington Shields & Co., LLC |
4 |
| Westchester Capital Management, LLC |
4 |
| Castleview Partners, Llc |
4 |
| Saba Capital Management, L.P. |
4 |
| Silvant Capital Management LLC |
4 |
| Financial Consulate, Inc |
4 |
| CenterStar Fund, LLC |
4 |
| Independent Financial Group, Llc |
4 |
| Sofinnova Investments, Inc. |
4 |
| SEB Asset Management AB |
4 |
| Innovative Asset Advisors Group, LLC |
4 |
| Owl Creek Wealth Partners LLC |
4 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
4 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
4 |
| Equitable Holdings, Inc. |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
4 |
| Birchview Capital, LP |
4 |
| Cooper Financial Group |
4 |
| Evolution Wealth Advisors, LLC |
4 |
| One68 Global Capital, LLC |
4 |
| Magee Thomson Investment Partners Llc |
4 |
| WealthTrust-Arizona, LLC |
4 |
| Arabesque Asset Management Ltd |
4 |
| Aptus Capital Advisors, LLC |
4 |
| Eagle Global Advisors Llc |
4 |
| QCM Cayman, Ltd. |
4 |
| Natixis Investment Managers International |
4 |
| Abundance Wealth Counselors |
4 |
| Hoover Financial Advisors, Inc. |
4 |
| Harbourvest Partners Llc |
4 |
| Radcliffe Capital Management, L.P. |
4 |
| Tang Capital Management Llc |
4 |
| Hilltop Holdings Inc. |
4 |
| Strategic Blueprint, LLC |
4 |
| Pensionmark Financial Group, Llc |
4 |
| Wealthfront Advisers Llc |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| Quest Capital Management Inc /adv |
4 |
| Princeton Global Asset Management LLC |
4 |
| Easterly Investment Partners Llc |
4 |
| Aegon Asset Management Uk Plc |
4 |
| BKD Wealth Advisors, LLC |
4 |
| Waddell & Associates, Llc |
4 |
| Traynor Capital Management, Inc. |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Inscription Capital, LLC |
4 |
| Hartford Investment Management Co |
4 |
| Arden Trust Co |
4 |
| Jump Trading, Llc |
4 |
| Clear Creek Financial Management, LLC |
4 |
| Bleichroeder LP |
4 |
| Buckingham Strategic Wealth, Llc |
4 |
| Hall Laurie J Trustee |
4 |
| Bank Of Hawaii |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| Delaware Management Holdings, Inc. |
4 |
| Ramius Advisors Llc |
4 |
| Ilmarinen Mutual Pension Insurance Co |
4 |
| Beck Bode, LLC |
4 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
4 |
| GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
4 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
4 |
| Gofen & Glossberg Llc /il/ |
4 |
| Fir Tree Capital Management Lp |
4 |
| OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
4 |
| Bray Capital Advisors |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| Ativo Capital Management LLC |
4 |
| Sandler Capital Management |
4 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
4 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class |
4 |
| Ogorek Anthony Joseph /ny/ /adv |
4 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
4 |
| Hartford Financial Management Inc. |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
| Gagnon Securities Llc |
4 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
4 |
| Nine Chapters Capital Management LLC |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
4 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
4 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
4 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
4 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
4 |
| American Research & Management Co. |
4 |
| Polen Capital Management Llc |
4 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
| PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
4 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
4 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
4 |
| DAVENPORT & Co LLC |
4 |
| APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class |
4 |
| Sageworth Trust Co |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
4 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
4 |
| ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares |
4 |
| OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A |
4 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
4 |
| Eubel Brady & Suttman Asset Management Inc |
4 |
| WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
4 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
| York Capital Management Global Advisors, LLC |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
4 |
| Fosun International Ltd |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| Foster Dykema Cabot & Co Inc/ma |
4 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
4 |
| RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
4 |
| J. Goldman & Co LP |
4 |
| OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
4 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A |
4 |
| Moody National Bank Trust Division |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class |
4 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
| Monetary Management Group Inc |
4 |
| White Pine Capital Llc |
4 |
| Doheny Asset Management /ca |
4 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
4 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
4 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
4 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
4 |
| Harvest Management Llc |
4 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
4 |
| Logan Capital Management Inc |
4 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
4 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
4 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
4 |
| One Capital Management, LLC |
4 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
4 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
4 |
| Tredje AP-fonden |
4 |
| GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A |
4 |
| RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A |
4 |
| RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A |
4 |
| Willingdon Wealth Management |
4 |
| Menta Capital Llc |
4 |
| Bowling Portfolio Management LLC |
4 |
| NINE MASTS CAPITAL Ltd |
4 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
4 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A |
4 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
4 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
4 |
| Hanson & Doremus Investment Management |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
4 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
4 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
4 |
| Nbt Bank N A /ny |
4 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
4 |
| Destination Wealth Management |
4 |
| ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N |
4 |
| JBF Capital, Inc. |
4 |
| Ckw Financial Group |
4 |
| QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I |
4 |
| BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class |
4 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
4 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
4 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
4 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I |
4 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
4 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
4 |
| Intracoastal Capital, Llc |
4 |
| MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class |
4 |
| National Pension Service |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
4 |
| Trust Co |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
4 |
| Roundview Capital LLC |
4 |
| Cowen Group, Inc. |
4 |
| Usca Ria Llc |
4 |
| Ghost Tree Capital, LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
4 |
| Crestline Management, LP |
4 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
4 |
| Parsons Capital Management Inc/ri |
4 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
4 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| Northern Right Capital Management, L.P. |
4 |
| Fairfield, Bush & Co. |
4 |
| Cambridge Trust Co |
4 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
4 |
| Wedge Capital Management L L P/nc |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| Grandeur Peak Global Advisors, LLC |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
4 |
| Yakira Capital Management, Inc. |
4 |
| Greenwood Capital Associates Llc |
4 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
| Longfellow Investment Management Co Llc |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
4 |
| Apriem Advisors |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio |
4 |
| Veritable, L.P. |
4 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
| Boston Private Bank & Trust Co |
4 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
4 |
| EFG Asset Management (Americas) Corp. |
4 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
| Profunds - Profund Vp Small-cap Value |
4 |
| Sanders Morris Harris Llc |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
| Cornerstone Advisory, LLC |
4 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
| Oracle Investment Management Inc |
4 |
| SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I |
4 |
| Handelsinvest Investeringsforvaltning |
4 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
4 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
4 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
4 |
| Verde Servicos Internacionais S.A. |
4 |
| WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
4 |
| Madison Investment Holdings Inc |
4 |
| KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A |
4 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
4 |
| Shanda Payment Holdings Ltd. |
4 |
| Capital World Investors |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
4 |
| PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 |
4 |
| Cormorant Asset Management, LP |
4 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
4 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
4 |
| HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A |
4 |
| Washington Trust Bank |
4 |
| Wrapmanager Inc |
4 |
| WFG Advisors, LP |
4 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
4 |
| Forsta Ap-fonden |
4 |
| Archford Capital Strategies, LLC |
4 |
| Cortina Asset Management, LLC |
4 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
4 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
4 |
| Rothschild Asset Management Inc |
4 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
4 |
| Columbia Partners L L C Investment Management |
4 |
| QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
4 |
| Verity Asset Management, Inc. |
4 |
| Financial Counselors Inc |
4 |
| Intrust Bank Na |
4 |
| JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A |
4 |
| SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A |
4 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
4 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
4 |
| SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund |
4 |
| Dana Investment Advisors, Inc. |
4 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
4 |
| Earnest Partners Llc |
4 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
4 |
| Cannell Capital Llc |
4 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
4 |
| Adams Diversified Equity Fund, Inc. |
4 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
4 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
4 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
4 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
4 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
4 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
4 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
4 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
4 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
4 |
| Hirtle Callaghan & Co LLC |
4 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
4 |
| Zions Bancorporation |
4 |
| Piper Sandler & Co. |
4 |
| XT - iSHARES TRUST - iShares Exponential Technologies ETF |
4 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
| Brandywine Global Investment Management, LLC |
4 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
4 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
| AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A |
4 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
3 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
3 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
| Sugar Maple Asset Management, LLC |
3 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
3 |
| HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
| Amplify ETF Trust - Amplify Treatments, Testing and Advancements ETF |
3 |
| Gilman Hill Asset Management, LLC |
3 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
| Turner Funds |
3 |
| Perpetual Ltd |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| Global X Japan Co., Ltd. |
3 |
| World Equity Group, Inc. |
3 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
3 |
| SeaTown Holdings Pte. Ltd. |
3 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
3 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
| XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
| IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF |
3 |
| Ariel Investments, Llc |
3 |
| Fairscale Capital, LLC |
3 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
3 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
3 |
| Blackrock Enhanced Equity Dividend Trust |
3 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
3 |
| Curian Capital Llc |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
3 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| 1620 Investment Advisors, Inc. |
3 |
| Resurgent Financial Advisors LLC |
3 |
| ORG Wealth Partners, LLC |
3 |
| Net Worth Advisory Group |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z |
3 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
| FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
3 |
| Provence Wealth Management Group |
3 |
| NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I |
3 |
| My Personal CFO, LLC |
3 |
| Empery Asset Management, LP |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
3 |
| ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
3 |
| BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
3 |
| Hl Financial Services Llc |
3 |
| Stevens First Principles Investment Advisors |
3 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
| Rathbone Brothers plc |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
3 |
| Kera Capital Partners, Inc. |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| Union Bancaire Privee, UBP SA |
3 |
| Comprehensive Financial Consultants Institutional, Inc. |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| Psagot Value Holdings Ltd. / (Israel) |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| Oaktree Diversified Income Fund Inc. |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| Vienna Asset Management LLC |
3 |
| Fedenia Advisers LLC |
3 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
| SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA |
3 |
| Synergy Investment Management, LLC |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
3 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
| First Financial Group Corp |
3 |
| Turner Investments, L.p. |
3 |
| John Hancock Hedged Equity & Income Fund |
3 |
| Millstone Evans Group, LLC |
3 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF |
3 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
| Integrated Quantitative Investments LLC |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| Seneschal Advisors, LLC |
3 |
| Richards, Merrill & Peterson, Inc. |
3 |
| Ulland Investment Advisors, LLC |
3 |
| Zullo Investment Group, Inc. |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| Fieldview Capital Management, LLC |
3 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
| Guerra Advisors Inc |
3 |
| Catalio Capital Management, LP |
3 |
| Banque Transatlantique SA |
3 |
| Marshall & Sterling Wealth Advisors Inc. |
3 |
| Zazove Convertible Securities Fund Inc |
3 |
| Wahed Invest LLC |
3 |
| Seaport Global Advisors, LLC |
3 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
3 |
| James Reed Financial Services, Inc. |
3 |
| Mbb Public Markets I Llc |
3 |
| Pluribus Labs, LLC |
3 |
| Sandia Investment Management LP |
3 |
| REAP Financial Group, LLC |
3 |
| Journey Strategic Wealth Llc |
3 |
| Mariner Investment Group Llc |
3 |
| Redwood Investment Management, Llc |
3 |
| Copia Wealth Management |
3 |
| Sarissa Capital Management LP |
3 |
| PKO Investment Management Joint-Stock Co |
3 |
| Lansforsakringar Fondforvaltning AB (publ) |
3 |
| Aubrey Capital Management Ltd |
3 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| Valmark Advisers, Inc. |
3 |
| Fifth Lane Capital, Lp |
3 |
| New Millennium Group LLC |
3 |
| Guardian Life Insurance Co Of America |
3 |
| North Capital, Inc. |
3 |
| Pavadi Capital LLC |
3 |
| Brookwood Investment Group LLC |
3 |
| HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
3 |
| Pacific Capital Partners Ltd |
3 |
| Highlander Capital Management, LLC |
3 |
| Senvest Management, LLC |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
| Krs Capital Management, Llc |
3 |
| Rakuten Investment Management, Inc. |
3 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
| Washington Trust Advisors, Inc. |
3 |
| Nova Wealth Management, Inc. |
3 |
| Wealth Management Associates, Inc. |
3 |
| Smith, Graham & Co., Investment Advisors, LP |
3 |
| Skye Global Management LP |
3 |
| Mastrapasqua Asset Management Inc |
3 |
| Paralel Advisors LLC |
3 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
| Ag2r La Mondiale Gestion D'actifs |
3 |
| Evercore Wealth Management, LLC |
3 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
| Truewealth Llc |
3 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
| Hirschman Orin |
3 |
| Beck Capital Management, Llc |
3 |
| Harbor Asset Planning, Inc. |
3 |
| Midwest Trust Co |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| GraniteShares Advisors LLC |
3 |
| Connective Portfolio Management, LLC |
3 |
| Bangor Savings Bank |
3 |
| FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF |
3 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
| Private Capital Advisors, Inc. |
3 |
| Sandy Cove Advisors, LLC |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| Evolution Wealth Management Inc. |
3 |
| Wafra Inc. |
3 |
| First Command Advisory Services, Inc. |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
3 |
| PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Basepoint Wealth LLC |
3 |
| SWS Partners |
3 |
| Primecap Management Co/ca/ |
3 |
| Fore Capital, LLC |
3 |
| Consonance Capital Management LP |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| Seelaus Asset Management LLC |
3 |
| One Wealth Advisors, LLC |
3 |
| GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| Clark Wealth Partners |
3 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. |
3 |
| Reuter James Wealth Management, Llc |
3 |
| Oak Thistle LLC |
3 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
| CNB Bank |
3 |
| Atlantic Private Wealth, LLC |
3 |
| WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares |
3 |
| SBI Okasan Asset Management Co.Ltd. |
3 |
| AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
3 |
| TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I |
3 |
| McMillan Office, Inc. |
3 |
| International Biotechnology Trust Plc |
3 |
| Index Technologies Group LLC |
3 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
3 |
| Benson Wealth Management INC |
3 |
| TopTier Wealth Management, LLC |
3 |
| Marino, Stram & Associates Llc |
3 |
| OmniStar Financial Group, Inc. |
3 |
| NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF |
3 |
| Taproot Management LP |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Acumen Wealth Advisors, LLC |
3 |
| Gateway Investment Advisers Llc |
3 |
| BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
3 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
| Odyssean, LLC |
3 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
| MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I |
3 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
| CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
3 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
| Cahill Financial Advisors Inc |
3 |
| West Branch Capital LLC |
3 |
| Reflection Asset Management |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
| Claybrook Capital, LLC |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| Smith Group Asset Management, LLC |
3 |
| 12 West Capital Management LP |
3 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
| Bravera Wealth |
3 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
3 |
| ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES |
3 |
| Dubuque Bank & Trust Co |
3 |
| Vision Retirement, LLC |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| 1015 Capital Partners, LLC |
3 |
| Krane Funds Advisors LLC |
3 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
3 |
| Tiaa-cref Individual & Institutional Services, Llc |
3 |
| Braun-Bostich & Associates Inc. |
3 |
| Gables Capital Management Inc. |
3 |
| McElhenny Sheffield Capital Management, LLC |
3 |
| Amplify ETF Trust - Amplify Thematic All-Stars ETF |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| SHP ETF Trust - FIS Knights of Columbus Global Belief ETF |
3 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| Bridges Investment Management Inc |
3 |
| PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
3 |
| Minichmacgregor Wealth Management, Llc |
3 |
| JFWD - Jacob Funds Inc. - Jacob Forward ETF |
3 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
| Putnam Fl Investment Management Co |
3 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
3 |
| Avitas Wealth Management LLC |
3 |
| Equitable Trust Co |
3 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| GV Financial Advisors |
3 |
| Zeke Capital Advisors, Llc |
3 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
3 |
| Canton Hathaway, LLC |
3 |
| Selective Wealth Management, Inc. |
3 |
| Country Club Trust Company, n.a. |
3 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
3 |
| Bb&t Securities, Llc |
3 |
| AIA Group Ltd |
3 |
| Impax Asset Management Group plc |
3 |
| Wakefield Asset Management LLLP |
3 |
| W.G. Shaheen & Associates DBA Whitney & Co |
3 |
| C WorldWide Group Holding A/S |
3 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
| Delta Investment Management, LLC |
3 |
| Eukles Asset Management |
3 |
| Pinnacle Wealth Management Group, Inc. |
3 |
| JTC Employer Solutions Trusteee Ltd |
3 |
| Ellis Investment Partners, LLC |
3 |
| Bbva Usa |
3 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
3 |
| VVSGX - VALIC Co I - Small Cap Growth Fund |
3 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
| Grandview Asset Management LLC |
3 |
| ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF |
3 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
| Heritage Wealth Management, Llc |
3 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
| Laurel Wealth Advisors LLC |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| Carlson Capital L P |
3 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
| Paradigm Financial Partners, Llc |
3 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
3 |
| Next Capital Management LLC |
3 |
| Robertson Stephens Wealth Management, LLC |
3 |
| FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF |
3 |
| BlackRock Innovation & Growth Trust |
3 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
3 |
| RBF Capital, LLC |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| Stonnington Group, Llc |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| Islet Management, LP |
3 |
| Alphabet Inc. |
3 |
| PRW Wealth Management LLC |
3 |
| Palumbo Wealth Management LLC |
3 |
| Nfj Investment Group, Llc |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| O'Neil Global Advisors, Inc. |
3 |
| Seeyond |
3 |
| Alera Investment Advisors, LLC |
3 |
| AXS Investments LLC |
3 |
| Mirova |
3 |
| Connectus Wealth, LLC |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| Deep Track Capital, LP |
3 |
| Mount Lucas Management LP |
3 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
| Avalon Advisors, Llc |
3 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
| Nalls Sherbakoff Group, Llc |
3 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| Quantum Capital Management |
3 |
| Cynosure Management, Llc |
3 |
| Sit Investment Associates Inc |
3 |
| Laffer Investments |
3 |
| Aspire Private Capital, LLC |
3 |
| Human Investing LLC |
3 |
| Gyl Financial Synergies, Llc |
3 |
| Childress Capital Advisors, Llc |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| SkyView Investment Advisors, LLC |
3 |
| Lake Point Wealth Management |
3 |
| Hound Partners, LLC |
3 |
| APG Asset Management US Inc. |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| Cribstone Capital Management, LLC |
3 |
| BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
3 |
| PRNT - Ark ETF Trust - The 3D Printing ETF |
3 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
3 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
3 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
3 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
| AtonRa Partners |
3 |
| Profunds - Profund Vp Oil & Gas |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Gq Asset Management, Llc |
3 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
3 |
| Standard Family Office LLC |
3 |
| Requisite Capital Management, LLC |
3 |
| TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class |
3 |
| Clark Capital Management Group, Inc. |
3 |
| Glg Llc |
3 |
| AIGH Capital Management LLC |
3 |
| Bluestein R H & Co |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
| Woodward Diversified Capital, Llc |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Colony Group Llc |
3 |
| Jasper Ridge Partners, L.P. |
3 |
| Choate Investment Advisors |
3 |
| Arden Investment Series Trust |
3 |
| Old Mutual Global Investors (UK) Ltd. |
3 |
| Inspire Advisors, LLC |
3 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| Humankind Investments LLC |
3 |
| WT Wealth Management |
3 |
| Lebenthal Global Advisors, LLC |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| Personal Cfo Solutions, Llc |
3 |
| Ambassador Advisors, LLC |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| Pacitti Group Inc. |
3 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
| Center For Asset Management LLC |
3 |
| Accretive Wealth Partners, LLC |
3 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
| Rockefeller Financial Services Inc |
3 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| First Interstate Bank |
3 |
| Mma Asset Management Llc |
3 |
| Cutter & CO Brokerage, Inc. |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| Wd Rutherford Llc |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II |
3 |
| OneAscent Wealth Management LLC |
3 |
| General Electric Co |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I |
3 |
| PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares |
3 |
| TradeLink Capital LLC |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C |
3 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
3 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
3 |
| Syverson Strege & Co |
3 |
| Mizuho Markets Americas Llc |
3 |
| GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
3 |
| SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A |
3 |
| Barings Llc |
3 |
| Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
3 |
| Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
| Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
3 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
| Legal Advantage Investments, Inc. |
3 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
| MTM Investment Management, LLC |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I |
3 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
3 |
| Sage Mountain Advisors LLC |
3 |
| Clearview Wealth Advisors LLC |
3 |
| LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| Oak Harvest Investment Services |
3 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares |
3 |
| BlackRock ETF Trust - BlackRock Future Innovators ETF |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| Cordasco Financial Network |
3 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
3 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
3 |
| TPG Group Holdings (SBS) Advisors, Inc. |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
3 |
| IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF |
3 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
3 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| Garrison Asset Management, LLC |
3 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
| Cognios Capital, LLC |
3 |
| Bnc Wealth Management, Llc |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| RPg Family Wealth Advisory, LLC |
3 |
| Owl Creek Asset Management, L.P. |
3 |
| Windmill Hill Asset Management Ltd |
3 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
| Paragon Capital Management Ltd |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
3 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
3 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
3 |
| Matrix Capital Management Company, LP |
3 |
| Cim, Llc |
3 |
| Ami Asset Management Corp |
3 |
| VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
3 |
| PACIFIC SELECT FUND - Value Advantage Portfolio Class I |
3 |
| WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF |
3 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
| Elm Advisors, Llc |
3 |
| Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
3 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
3 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
3 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
3 |
| Integral Derivatives, LLC |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
3 |
| Knight Capital Group, Inc. |
3 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
| JS Capital Management LLC |
3 |
| JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
3 |
| DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF |
3 |
| ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
3 |
| Financial Advisory Service, Inc. |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
| Leavell Investment Management, Inc. |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
3 |
| Oakbrook Investments Llc |
3 |
| PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I |
3 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
3 |
| GERM - ETF Managers Trust - ETFMG Treatments, Testing and Advancements ETF |
3 |
| MMCAP International Inc. SPC |
3 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
| Jacob Asset Management Of New York Llc |
3 |
| FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
3 |
| Foundry Partners, LLC |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| Front Row Advisors LLC |
3 |
| Malaga Cove Capital, LLC |
3 |
| Lountzis Asset Management, Llc |
3 |
| City Holding Co |
3 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
3 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| Alpha Windward Llc |
3 |
| Marsico Capital Management Llc |
3 |
| Cheyne Capital Management (UK) LLP |
3 |
| First Foundation Advisors |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Clough Capital Partners L P |
3 |
| Capstone Asset Management Co |
3 |
| EULAV Asset Management |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
| Jump Trading, LLC |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| Unison Advisors LLC |
3 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
| WoodTrust Financial Corp |
3 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
3 |
| RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
3 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
| Exchange Capital Management, Inc. |
3 |
| Sawyer & Company, Inc |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| Security National Bank |
3 |
| FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
| RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF |
3 |
| JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class |
3 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
3 |
| Ark Investment Management Llc |
3 |
| Perkins Coie Trust Co |
3 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
| FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class |
3 |
| NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
3 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
3 |
| TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
3 |
| Perkins Investment Management, LLC |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA |
3 |
| Bb&t Investment Services, Inc. |
3 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
3 |
| YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
3 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
3 |
| Indiana Trust & Investment Management CO |
3 |
| Daiwa SB Investments Ltd. |
3 |
| Carlson Capital Management |
3 |
| Clinton Group Inc |
3 |
| New England Research & Management, Inc. |
3 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
| Wealthfront Inc |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class |
3 |
| EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A |
3 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
3 |
| Athos Capital Ltd |
3 |
| Spot Trading L.l.c. |
3 |
| ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares |
3 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
3 |
| Patton Albertson Miller Group, Llc |
3 |
| Hilton Capital Management, LLC |
3 |
| MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| River Road Asset Management, LLC |
3 |
| SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
3 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
3 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
| D'Orazio & Associates, Inc. |
3 |
| BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N |
3 |
| M&r Capital Management Inc |
3 |
| RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
3 |
| Camden Asset Management L P /ca |
3 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
| HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares |
3 |
| BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
3 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
| Clear Perspective Advisors, LLC |
3 |
| Keeley-Teton Advisors, LLC |
3 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
| OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class |
3 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
| OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class |
3 |
| GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
3 |
| WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| Morse Asset Management, Inc |
3 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
3 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
3 |
| Richard P Slaughter Associates Inc |
3 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
3 |
| BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund |
3 |
| CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
3 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
3 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
| Ridgewood Investments LLC |
3 |
| NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
3 |
| NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class |
3 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
| Df Dent & Co Inc |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class |
3 |
| Wall Street Access Asset Management, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
3 |
| FundVantage Trust - Verplanck Balanced Fund |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
3 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
3 |
| GSB Wealth Management, LLC |
3 |
| Rosenberg Matthew Hamilton |
3 |
| VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares |
3 |
| Stelac Advisory Services LLC |
3 |
| Davis Capital Management |
3 |
| LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
3 |
| LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
3 |
| Brandywine Managers, Llc |
3 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
3 |
| Sentry Investment Management Llc |
3 |
| Vestor Capital, Llc |
3 |
| Glenview Capital Management, Llc |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 |
3 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
| FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund |
3 |
| ARGI Investment Services, LLC |
3 |
| Glg Inc. |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 |
3 |
| Ziegler Capital Management, LLC |
3 |
| Gupta Wealth Management LLC |
3 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| ACG Wealth |
3 |
| SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A |
3 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| Kentucky Retirement Systems |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
3 |
| Neuburgh Advisers LLC |
3 |
| Filbrandt Wealth Management, LLC |
3 |
| RMR Wealth Builders |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| TimesSquare Capital Management, LLC |
3 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
3 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
3 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
| Stephenson National Bank & Trust |
3 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
3 |
| Seven Springs Wealth Group, LLC |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| Pacific Alternative Asset Management Company, Llc |
3 |
| WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
3 |
| Alpha Cubed Investments, LLC |
3 |
| North Tide Capital, Llc |
3 |
| Transcend Wealth Collective, Llc |
3 |
| Bullseye Asset Management LLC |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
3 |
| AEGON USA Investment Management, LLC |
3 |
| Banco Santander, S.A. |
3 |
| Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
3 |
| Gladius Capital Management LP |
3 |
| HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I |
3 |
| Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A |
3 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
| Haafor (Singapore) Pte. Ltd. |
3 |
| Deseret Mutual Benefit Administrators |
3 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
3 |
| Virtus Alternative Investment Advisers, Inc. |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| Covenant Multifamily Offices, LLC |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| Gratus Capital LLC |
3 |
| Ballast Advisors Llc |
3 |
| Arrow Financial Corp |
3 |
| Center for Financial Planning, Inc. |
3 |
| Capital Advisory Group Advisory Services, LLC |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
3 |
| Bellevue Asset Management, Llc |
3 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
3 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
| SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
3 |
| Menard Financial Group LLC |
3 |
| Soltis Investment Advisors LLC |
3 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
3 |
| Wealth Alliance |
3 |
| Mayo Clinic |
3 |
| Symmetry Partners, LLC |
3 |
| CBIZ Investment Advisory Services, LLC |
3 |
| Mine & Arao Wealth Creation & Management, LLC. |
3 |
| Marks Group Wealth Management, Inc |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
| Horizon Bancorp Inc /in/ |
3 |
| TBH Global Asset Management, LLC |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Checchi Capital Advisers, LLC |
3 |
| GFG Capital, LLC |
3 |
| First Capital Advisors Group, LLC. |
3 |
| BlackRock Credit Strategies Fund |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
3 |
| Gill Capital Partners, Llc |
3 |
| Sun Life Financial Inc |
3 |
| Northwest Wealth Management, Llc |
3 |
| Stonebridge Capital Management Inc |
3 |
| JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I |
3 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
3 |
| River Wealth Advisors LLC |
3 |
| Farmers & Merchants Trust Co of Chambersburg PA |
3 |
| SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
3 |
| Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B |
3 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
| Light Street Capital Management, Llc |
3 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
3 |
| Tavio Capital LLC |
3 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
3 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
3 |
| PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A |
3 |
| Rubric Capital Management LP |
3 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
| NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
3 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV |
3 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
3 |
| Pennsylvania Trust Co |
3 |
| Teton Westwood Funds |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class |
3 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
| Redmond Asset Management, LLC |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| SG Capital Management LLC |
3 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
| PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| Flow Traders U.s. Llc |
3 |
| Heritage Investors Management Corp |
3 |
| Asset Planning Services, Ltd. |
3 |
| ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| Morningstar Investment Services LLC |
3 |
| AustralianSuper Pty Ltd |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
3 |
| Searle & Co. |
3 |
| AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I |
3 |
| SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
| Capital International Inc /ca/ |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
3 |
| SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
3 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
3 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 |
3 |
| Oakworth Capital, Inc. |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
3 |
| Brick & Kyle, Associates |
3 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
| Brandes Investment Partners, Lp |
3 |
| Elite Wealth Management, Inc. |
3 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
| Proffitt & Goodson Inc |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
3 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
3 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
3 |
| Iguana Healthcare Management, LLC |
3 |
| I.g. Investment Management, Ltd. |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| VCCBX - VALIC Co II - Core Bond Fund |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| VISEX - VALIC Co II - International Opportunities Fund |
3 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
| Bourgeon Capital Management Llc |
3 |
| FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| Berkley W R Corp |
3 |
| Continental Advisors Llc |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| Chesapeake Asset Management Llc |
3 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
3 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
3 |
| WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| Piermont Capital Management LLC |
3 |
| Capital Wealth Planning, LLC |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares |
3 |
| Formidable Asset Management, LLC |
3 |
| VCIGX - VALIC Co I - Dividend Value Fund |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
3 |
| Hunter Associates Investment Management Llc |
3 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
3 |
| Crestwood Advisors Group LLC |
3 |
| Kepos Capital LP |
3 |
| CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A |
3 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
3 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
| VSSGX - VALIC Co I - Small-Mid Growth Fund |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| Societe Generale |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
3 |
| GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
| Oak Associates Ltd /oh/ |
3 |
| Stone Ridge Asset Management LLC |
3 |
| GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF |
3 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| Tuttle Tactical Management LLC |
3 |
| Diamond Hill Capital Management Inc |
3 |
| NuWave Investment Management, LLC |
3 |
| FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A |
3 |
| Blume Capital Management, Inc. |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
3 |
| SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF |
3 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
3 |
| HWG Holdings LP |
3 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
3 |
| USS Investment Management Ltd |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| Board of Trustees of The Leland Stanford Junior University |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A |
3 |
| DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A |
3 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
3 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| Ardevora Asset Management LLP |
3 |
| University Of Notre Dame Du Lac |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
3 |
| Frontier Wealth Management LLC |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF |
3 |
| Advisory Alpha, LLC |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
| Aurora Investment Counsel |
3 |
| Profunds - Profund Vp Small-cap Growth |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| Placemark Investments, Inc. |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
3 |
| MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class |
3 |
| MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class |
3 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
| Balter Liquid Alternatives, LLC |
3 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
| NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A |
3 |
| CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A |
3 |
| Cowen Prime Services LLC |
3 |
| Mariner Wealth Advisors-NYC, LLC |
3 |
| LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A |
3 |
| NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
3 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
3 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
3 |
| Lord Abbett Developing Growth Fund, Inc. |
3 |
| Everett Harris & Co /ca/ |
3 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
| Brown Advisory Securities, LLC |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
3 |
| Index Management Solutions, LLC |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
| Iszo Capital Management Lp |
3 |
| Clean Yield Group |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio |
3 |
| TRUE Private Wealth Advisors |
3 |
| Laurel Wealth Advisors, Inc. |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| Boston Trust Walden Corp |
3 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
3 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
| LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
3 |
| LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
3 |
| Punch & Associates Investment Management, Inc. |
3 |
| HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A |
3 |
| AlphaCore Capital LLC |
3 |
| Discovery Group I, LLC |
3 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
3 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
3 |
| Brave Asset Management Inc |
3 |
| CWA Asset Management Group, LLC |
3 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
| Pitcairn Co |
3 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
| Tributary Capital Management, LLC |
3 |
| Gagnon Advisors, LLC |
3 |
| Philadelphia Trust Co |
3 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
3 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
| Janus Capital Management Llc |
3 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
| LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares |
3 |
| Alpha Omega Wealth Management LLC |
3 |
| Old Second National Bank Of Aurora |
3 |
| KRMA - Global X Funds - Global X Conscious Companies ETF |
3 |
| Cantab Capital Partners LLP |
3 |
| ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A |
3 |
| Kerrisdale Advisers, LLC |
3 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
3 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
3 |
| Exane Asset Management |
3 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
3 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
3 |
| MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
| Vivaldi Asset Management, LLC |
3 |
| MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
3 |
| SpiderRock Trading LLC |
3 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
3 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
3 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
3 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
3 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
3 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
3 |
| Tradeworx Inc. |
3 |
| USA Financial Portformulas Corp |
3 |
| DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
3 |
| LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| Silicon Valley Capital Partners |
3 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| Savior LLC |
3 |
| MEDI - Harbor ETF Trust - Harbor Health Care ETF |
3 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
| Cm Wealth Advisors Llc |
3 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
3 |
| Mfs Charter Income Trust |
3 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
| New England Securities Corp /MA/ |
3 |
| Carmignac Gestion |
3 |
| KAMES CAPITAL plc |
3 |
| FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund |
3 |
| Barrett & Company, Inc. |
3 |
| PFG Investments, LLC |
3 |
| Investment House Llc |
3 |
| Avalon Trust Co |
3 |
| Vinva Investment Management Ltd |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
| Scholtz & Company, Llc |
3 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |
| Clearbridge, Llc |
3 |
| La Banque Postale Asset Management SA |
3 |
| FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
3 |
| Burt Wealth Advisors |
3 |
| Vivo Capital, LLC |
3 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
3 |
| AMF Pensionsforsakring AB |
3 |
| CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares |
3 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
3 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
3 |
| Atomi Financial Group, Inc. |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| Oppenheimer Quest For Value Funds |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| Gateway Wealth Partners, LLC |
3 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| Efg Capital International Corp. |
3 |
| Euclidean Technologies Management, LLC |
3 |
| Regentatlantic Capital Llc |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
3 |
| Global Opportunities Portfolio - Global Opportunities Portfolio |
3 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
| Calvert Investment Management, Inc. |
3 |
| Washington Capital Management Inc |
3 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
3 |
| Matarin Capital Management, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
3 |
| 8 Knots Management, Llc |
3 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
3 |
| Paradigm Capital Management Inc/ny |
3 |
| Terrapin Asset Management, LLC |
3 |
| Prosperity Wealth Management, Inc. |
3 |
| Kula Investments, LLC |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| DecisionPoint Financial, LLC |
3 |
| Congress Asset Management Co /ma |
3 |
| Greenland Capital Management LP |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| Grey Fox Wealth Advisors, LLC |
3 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
3 |
| WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares |
3 |
| LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
3 |
| Tema ETF Trust - Tema Oncology ETF |
3 |
| BluePath Capital Management, LLC |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| Tiaa Trust, National Association |
3 |
| Scout Investments, Inc. |
3 |
| First United Bank Trust/ |
3 |
| Allstate Investment Management Co |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Norden Group Llc |
3 |
| Thematics Asset Management |
3 |
| Timber Hill LLC |
3 |
| Cardinal Capital Management |
3 |
| Atwood & Palmer Inc |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| PFS Partners, LLC |
3 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| Moss Adams Wealth Advisors LLC |
3 |
| ACT Capital Management, LLLP |
3 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| Cassaday & Co Wealth Management LLC |
3 |
| Valued Wealth Advisors LLC |
3 |
| Financial Perspectives, Inc |
3 |
| TrueMark Investments, LLC |
3 |
| Griffin Asset Management, Inc. |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| Cadian Capital Management, Lp |
3 |
| Avoro Capital Advisors LLC |
3 |
| Jessup Wealth Management, Inc |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
3 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
3 |
| Turtle Creek Wealth Advisors, LLC |
3 |
| Baker Ellis Asset Management LLC |
3 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| Cetera Trust Company, N.A |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| YHB Investment Advisors, Inc. |
3 |
| Cyndeo Wealth Partners, LLC |
3 |
| Nelson Capital Management, LLC |
3 |
| Fidelis Capital Partners, LLC |
3 |
| AJOVista, LLC |
3 |
| Signature Resources Capital Management, LLC |
3 |
| Everpar Advisors Llc |
3 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
3 |
| Hoey Investments, Inc |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Balboa Wealth Partners |
3 |
| Tidemark, LLC |
3 |
| Catalytic Wealth RIA, LLC |
3 |
| Birch Hill Investment Advisors LLC |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Abich Financial Wealth Management LLC |
3 |
| Oppenheimer Etf Trust |
3 |
| Family Firm, Inc. |
3 |
| NatWest Group plc |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Spring Creek Capital Llc |
3 |
| Ilex Capital Partners (UK) LLP |
3 |
| ARS Investment Partners, LLC |
3 |
| Vantage Investment Advisors, LLC |
3 |
| Degroof Petercam Asset Management |
3 |
| Clough Global Dividend & Income Fund |
3 |
| Ares Dynamic Credit Allocation Fund, Inc. |
3 |
| Torno Capital, Llc |
3 |
| Nan Fung Group Holdings Ltd |
3 |
| CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
| Citizens Business Bank |
3 |
| Vima Llc |
3 |
| Sivia Capital Partners, LLC |
3 |
| Able Wealth Management LLC |
3 |
| Bmc Fund Inc |
3 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| CZAR - Themes ETF Trust - Themes Natural Monopoly ETF |
3 |
| Creekmur Asset Management LLC |
3 |
| Ables, Iannone, Moore & Associates, Inc. |
3 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
3 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
| waypoint wealth counsel |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| Cion Ares Diversified Credit Fund |
3 |
| Kapitalo Investimentos Ltda |
3 |
| WealthCollab, LLC |
3 |
| Financial Synergies Wealth Advisors, Inc. |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
3 |
| NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
3 |
| Triad Wealth Partners, LLC |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
3 |
| Diversify Advisory Services, LLC |
3 |
| Global Assets Advisory, LLC |
3 |
| Kim, Llc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| EdgeRock Capital LLC |
3 |
| Castle Wealth Management Llc |
3 |
| Tairen Capital Ltd |
3 |
| New Covenant Trust Company, N.A. |
3 |
