| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
79 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
79 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
79 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
78 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
74 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
71 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
69 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
69 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
64 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
64 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
62 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
57 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
56 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
52 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
51 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
51 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
49 |
| MASTER BOND LLC - Master Total Return Portfolio |
47 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
47 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
46 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
46 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
45 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
41 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
41 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
40 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
40 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
40 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
39 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
39 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
38 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
38 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
37 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
36 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
36 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
36 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
36 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
35 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
35 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
34 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
34 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
34 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
33 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
33 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
33 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
33 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
32 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
32 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
32 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
32 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
31 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
31 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
31 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
31 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
30 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
30 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
30 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
30 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
29 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
29 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
29 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
29 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
29 |
| Blackrock Core Bond Trust |
28 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
28 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
28 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
28 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
28 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
28 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
28 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
28 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
28 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
28 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
27 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
27 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
27 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
27 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
26 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
26 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
26 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
26 |
| Pacer Advisors, Inc. |
26 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
26 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
26 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
26 |
| UBS Group AG |
26 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
26 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
26 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
26 |
| Blackrock Ltd Duration Income Trust |
26 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
26 |
| Six Circles Trust - Six Circles Global Bond Fund |
26 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
26 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
25 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
25 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
25 |
| Blackrock Corporate High Yield Fund, Inc. |
25 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
25 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
25 |
| Royal Bank Of Canada |
25 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
25 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
25 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
25 |
| Bank Of America Corp /de/ |
25 |
| Wells Fargo & Company/mn |
25 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
25 |
| BlackRock, Inc. |
24 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
24 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
24 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
24 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
24 |
| Morgan Stanley |
24 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
24 |
| Citadel Advisors Llc |
24 |
| Susquehanna International Group, Llp |
24 |
| Jane Street Group, Llc |
24 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
24 |
| Tower Research Capital LLC (TRC) |
24 |
| Blackrock Debt Strategies Fund, Inc. |
24 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
23 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
23 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
23 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
23 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
23 |
| Jpmorgan Chase & Co |
23 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
23 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
23 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
23 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
23 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
23 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
23 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
23 |
| Barclays Plc |
23 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
23 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
23 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
23 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
22 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
22 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
22 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
22 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
22 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
22 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
22 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
22 |
| Blackrock Multi-sector Income Trust |
22 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
22 |
| Deutsche Bank Ag\ |
22 |
| Goldman Sachs Group Inc |
22 |
| Vanguard Group Inc |
22 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
22 |
| Citigroup Inc |
22 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
22 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
22 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
22 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
22 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
22 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
22 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
21 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
21 |
| Manufacturers Life Insurance Company, The |
21 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
21 |
| Ameriprise Financial Inc |
21 |
| Renaissance Technologies Llc |
21 |
| Fmr Llc |
21 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
21 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
21 |
| Invesco Ltd. |
21 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
21 |
| SG Americas Securities, LLC |
21 |
| Group One Trading, L.p. |
21 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
21 |
| Blackrock Credit Allocation Income Trust |
21 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
21 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
21 |
| Eaton Vance Ltd Duration Income Fund |
21 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
20 |
| Millennium Management Llc |
20 |
| Nuveen Asset Management, LLC |
20 |
| Bank of New York Mellon Corp |
20 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
20 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
20 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
20 |
| Envestnet Asset Management Inc |
20 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
20 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
20 |
| Simplex Trading, Llc |
20 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
20 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
20 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
20 |
| Sei Investments Co |
20 |
| Allianz Asset Management GmbH |
20 |
| Bank Of Montreal /can/ |
20 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
20 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
20 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
20 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
20 |
| Pnc Financial Services Group, Inc. |
20 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
20 |
| Dimensional Fund Advisors Lp |
20 |
| Bnp Paribas Arbitrage, Sa |
20 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
20 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
20 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
20 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
20 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
20 |
| Credit Suisse Ag/ |
20 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
19 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
19 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
19 |
| Virtu Financial LLC |
19 |
| Franklin Resources Inc |
19 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
19 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
19 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
19 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
19 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
19 |
| Geode Capital Management, Llc |
19 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
19 |
| Creative Planning |
19 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
19 |
| Northern Trust Corp |
19 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
19 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
19 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
19 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
19 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
19 |
| Proequities, Inc. |
19 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
19 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
19 |
| Alliancebernstein L.p. |
19 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
19 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
19 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
19 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
19 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
19 |
| LPL Financial LLC |
19 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
19 |
| American International Group, Inc. |
18 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
18 |
| Two Sigma Advisers, Lp |
18 |
| Wells Fargo Utilities & High Income Fund |
18 |
| Two Sigma Investments, Lp |
18 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
18 |
| Advisory Services Network, LLC |
18 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
18 |
| Raymond James & Associates |
18 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
18 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
18 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
18 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
18 |
| Arrowstreet Capital, Limited Partnership |
18 |
| IFP Advisors, Inc |
18 |
| Marshall Wace, Llp |
18 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
18 |
| Prelude Capital Management, Llc |
18 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
18 |
| State Street Corp |
18 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
18 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
18 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
18 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
18 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
18 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
18 |
| Cambridge Investment Research Advisors, Inc. |
17 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
17 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
17 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
17 |
| Panagora Asset Management Inc |
17 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
17 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
17 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
17 |
| D. E. Shaw & Co., Inc. |
17 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
17 |
| Wolverine Trading, Llc |
17 |
| Fifth Third Bancorp |
17 |
| California Public Employees Retirement System |
17 |
| Guggenheim Capital Llc |
17 |
| Janney Montgomery Scott LLC |
17 |
| Public Employees Retirement System Of Ohio |
17 |
| Stifel Financial Corp |
17 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
17 |
| Advisor Group Holdings, Inc. |
17 |
| Jefferies Group LLC |
17 |
| Bessemer Group Inc |
17 |
| Two Sigma Securities, Llc |
17 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
17 |
| Cutler Group LP |
17 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
17 |
| First Trust Advisors Lp |
17 |
| Us Bancorp \de\ |
17 |
| Northwestern Mutual Wealth Management Co |
17 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
17 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
17 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
17 |
| Squarepoint Ops LLC |
17 |
| Cubist Systematic Strategies, LLC |
17 |
| Russell Investments Group, Ltd. |
17 |
| Nomura Holdings Inc |
17 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
17 |
| Aqr Capital Management Llc |
17 |
| Gabelli Funds Llc |
17 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
17 |
| Neuberger Berman Group LLC |
17 |
| Ubs Asset Management Americas Inc |
17 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
17 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
16 |
| Canada Pension Plan Investment Board |
16 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
16 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
16 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
16 |
| Tortoise Index Solutions, LLC |
16 |
| Hsbc Holdings Plc |
16 |
| Price T Rowe Associates Inc /md/ |
16 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
16 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
16 |
| Jones Financial Companies Lllp |
16 |
| HighTower Advisors, LLC |
16 |
| Legal & General Group Plc |
16 |
| Walleye Trading LLC |
16 |
| Dynamic Technology Lab Private Ltd |
16 |
| Trexquant Investment LP |
16 |
| Ladenburg Thalmann Financial Services Inc |
16 |
| Ubs Ag |
16 |
| Verition Fund Management LLC |
16 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
16 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
16 |
| PDT Partners, LLC |
16 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
16 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
16 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
16 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
16 |
| Hrt Financial Lp |
16 |
| First Horizon Advisors, Inc. |
16 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
16 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
16 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
16 |
| Signaturefd, Llc |
16 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
16 |
| Cwm, Llc |
16 |
| Great West Life Assurance Co /can/ |
16 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
16 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
16 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
16 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
16 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
16 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
16 |
| Huntington National Bank |
16 |
| Prudential Financial Inc |
15 |
| Quadrant Capital Group Llc |
15 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
15 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
15 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
15 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
15 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
15 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
15 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
15 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
15 |
| Parkside Financial Bank & Trust |
15 |
| M&t Bank Corp |
15 |
| Invesco Bond Fund |
15 |
| Alliancebernstein Global High Income Fund Inc |
15 |
| Norges Bank |
15 |
| Parametric Portfolio Associates Llc |
15 |
| Advisor Group, Inc. |
15 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
15 |
| Glenmede Trust Co Na |
15 |
| Lazard Asset Management Llc |
15 |
| Acadian Asset Management Llc |
15 |
| Hennessy Advisors Inc |
15 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
15 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
15 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
15 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
15 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
15 |
| Principal Financial Group Inc |
15 |
| Strs Ohio |
15 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
15 |
| BlueCrest Capital Management Ltd |
15 |
| CIBC Private Wealth Group, LLC |
15 |
| Allworth Financial LP |
15 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
15 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
15 |
| Charles Schwab Investment Management Inc |
15 |
| Balyasny Asset Management Llc |
15 |
| Toronto Dominion Bank |
15 |
| Bank Of Nova Scotia |
15 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
15 |
| Swiss National Bank |
15 |
| PEAK6 Investments, L.P. |
15 |
| American Century Companies Inc |
15 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
15 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
15 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
15 |
| Mackenzie Financial Corp |
15 |
| BlackRock Fund Advisors |
15 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
15 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
15 |
| Metropolitan Life Insurance Co/ny |
15 |
| Ameritas Investment Partners, Inc. |
15 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
15 |
| Victory Capital Management Inc |
15 |
| Comerica Bank |
15 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
15 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
15 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
15 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
15 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
15 |
| Rhumbline Advisers |
15 |
| Macquarie Group Ltd |
15 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
15 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
15 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
15 |
| New York State Common Retirement Fund |
15 |
| Susquehanna Fundamental Investments, Llc |
15 |
| Nisa Investment Advisors, Llc |
15 |
| Raymond James Financial Services Advisors, Inc. |
15 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
15 |
| Federated Hermes, Inc. |
15 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
15 |
| Assetmark, Inc |
15 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
15 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
15 |
| Steward Partners Investment Advisory, Llc |
15 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
15 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
15 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
14 |
| Janus Henderson Group Plc |
14 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
14 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
14 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
14 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
14 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
14 |
| ProShare Advisors LLC |
14 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
14 |
| Advanced Series Trust - Ast High Yield Portfolio |
14 |
| Winton Capital Group Ltd |
14 |
| Baird Financial Group, Inc. |
14 |
| Vident Investment Advisory, LLC |
14 |
| Point72 Hong Kong Ltd |
14 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
14 |
| Ground Swell Capital, LLC |
14 |
| State Of Wisconsin Investment Board |
14 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
14 |
| Quantbot Technologies LP |
14 |
| Tudor Investment Corp Et Al |
14 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
14 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
14 |
| Suntrust Banks Inc |
14 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
14 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
14 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
14 |
| Adage Capital Partners Gp, L.l.c. |
14 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
14 |
| NEXT Financial Group, Inc |
14 |
| KBC Group NV |
14 |
| State of New Jersey Common Pension Fund D |
14 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
14 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
14 |
| Capstone Investment Advisors, Llc |
14 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
14 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
14 |
| Gsa Capital Partners Llp |
14 |
| BlackRock Advisors LLC |
14 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
14 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
14 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
14 |
| Nuveen Real Asset Income & Growth Fund |
14 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
14 |
| Advisors Asset Management, Inc. |
14 |
| Mariner, LLC |
14 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
14 |
| XTX Topco Ltd |
14 |
| Wolverine Asset Management Llc |
14 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
14 |
| Paloma Partners Management Co |
14 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
14 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
14 |
| Principal Funds Inc |
14 |
| Td Asset Management Inc |
14 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
14 |
| Federation des caisses Desjardins du Quebec |
14 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
14 |
| Mfs Multimarket Income Trust |
14 |
| Arizona State Retirement System |
14 |
| California State Teachers Retirement System |
14 |
| Credit Agricole S A |
14 |
| GWM Advisors LLC |
14 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
14 |
| Parallax Volatility Advisers, L.P. |
14 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
14 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
14 |
| Man Group plc |
14 |
| XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF |
14 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
14 |
| Wells Fargo Global Dividend Opportunity Fund |
14 |
| NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
14 |
| Virtus Global Dividend & Income Fund Inc. |
14 |
| Magnetar Financial LLC |
13 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
13 |
| Brown Brothers Harriman & Co |
13 |
| Kcg Holdings, Inc. |
13 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
13 |
| Bokf, Na |
13 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13 |
| Proficio Capital Partners LLC |
13 |
| BlackRock Investment Management, LLC |
13 |
| Cetera Advisor Networks LLC |
13 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
13 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
13 |
| Global Retirement Partners, LLC |
13 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
13 |
| Private Trust Co Na |
13 |
| Qube Research & Technologies Ltd |
13 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
13 |
| MUFG Americas Holdings Corp |
13 |
| TCI Wealth Advisors, Inc. |
13 |
| Rockefeller Capital Management L.P. |
13 |
| Harbour Investments, Inc. |
13 |
| AdvisorNet Financial, Inc |
13 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
13 |
| Van Eck Associates Corp |
13 |
| Private Advisor Group, LLC |
13 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
13 |
| American Portfolios Advisors |
13 |
| Boothbay Fund Management, Llc |
13 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
13 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
13 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
13 |
| Commonwealth Equity Services, Llc |
13 |
| Wellington Management Group Llp |
13 |
| Los Angeles Capital Management Llc |
13 |
| Alpine Global Management, LLC |
13 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
13 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
13 |
| Russell Frank Co/ |
13 |
| Blair William & Co/il |
13 |
| State of Alaska, Department of Revenue |
13 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
13 |
| Amalgamated Bank |
13 |
| GAM Holding AG |
13 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
13 |
| SOUTH STATE Corp |
13 |
| Farther Finance Advisors, LLC |
13 |
| Gotham Asset Management, LLC |
13 |
| Franklin Ltd Duration Income Trust |
13 |
| DekaBank Deutsche Girozentrale |
13 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
13 |
| Parallel Advisors, LLC |
13 |
| Thrivent Financial For Lutherans |
13 |
| Calamos Global Dynamic Income Fund |
13 |
| Aberdeen Global Income Fund Inc |
13 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
13 |
| Quadrature Capital Ltd |
13 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
13 |
| Franklin Universal Trust |
13 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
13 |
| Algert Global Llc |
13 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
13 |
| Driehaus Capital Management Llc |
13 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
13 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
13 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
13 |
| Brookstone Capital Management |
13 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
13 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
13 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
13 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
13 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
13 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
13 |
| New York State Teachers Retirement System |
13 |
| Gamco Investors, Inc. Et Al |
13 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
13 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
13 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
13 |
| Commonwealth Equity Services, Inc |
13 |
| Prospera Financial Services Inc |
13 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
13 |
| Oppenheimer & Co Inc |
13 |
| BlackRock Institutional Trust Company, N.A. |
13 |
| CIBC Asset Management Inc |
13 |
| Asset Management One Co., Ltd. |
13 |
| Engineers Gate Manager LP |
13 |
| Ronald Blue Trust, Inc. |
13 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
13 |
| A.R.T. Advisors, LLC |
13 |
| Voloridge Investment Management, Llc |
13 |
| Gemmer Asset Management LLC |
13 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
13 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
13 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
13 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
13 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
13 |
| Teacher Retirement System Of Texas |
13 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
13 |
| WFG Advisors, LP |
13 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
13 |
| Nomura Asset Management Co Ltd |
13 |
| Voya Investment Management Llc |
13 |
| Mirae Asset Global Investments Co., Ltd. |
13 |
| BNP Paribas Asset Management Holding S.A. |
13 |
| Neuberger Berman High Yield Strategies Fund Inc. |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
12 |
| Public Sector Pension Investment Board |
12 |
| Ethic Inc. |
12 |
| Jump Financial, LLC |
12 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
12 |
| Centiva Capital, LP |
12 |
| Oxford Asset Management Llp |
12 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
12 |
| Sandy Spring Bank |
12 |
| State of Tennessee, Treasury Department |
12 |
| Jfs Wealth Advisors, Llc |
12 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
12 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
12 |
| Brandywine Global Investment Management, LLC |
12 |
| Captrust Financial Advisors |
12 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
12 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
12 |
| D.a. Davidson & Co. |
12 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
12 |
| Highbridge Capital Management Llc |
12 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
12 |
| Wealthspire Advisors, L.P. |
12 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
12 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
12 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
12 |
| Benjamin F. Edwards & Company, Inc. |
12 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
12 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
12 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
12 |
| Farmers & Merchants Investments Inc |
12 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
12 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
12 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
12 |
| Mfs Charter Income Trust |
12 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
12 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
12 |
| Emerald Acquisition Ltd. |
12 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
12 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
12 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
12 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
12 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
12 |
| Fs Credit Income Fund |
12 |
| Cerity Partners LLC |
12 |
| Geneos Wealth Management Inc. |
12 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
12 |
| National Asset Management, Inc. |
12 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
12 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
12 |
| VCBDX - VALIC Co I - Core Bond Fund |
12 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
12 |
| OMERS ADMINISTRATION Corp |
12 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
12 |
| VCCBX - VALIC Co II - Core Bond Fund |
12 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
12 |
| Raymond James Financial Inc |
12 |
| State Board Of Administration Of Florida Retirement System |
12 |
| Massmutual Trust Co Fsb/adv |
12 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
12 |
| MAI Capital Management |
12 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
12 |
| Ancora Advisors, LLC |
12 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
12 |
| Laurion Capital Management LP |
12 |
| Sterling Capital Management LLC |
12 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
12 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
12 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
12 |
| Clear Street Markets Llc |
12 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
12 |
| O'shaughnessy Asset Management, Llc |
12 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
12 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
12 |
| Profund Advisors Llc |
12 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
12 |
| Campbell & CO Investment Adviser LLC |
12 |
| Exchange Traded Concepts, Llc |
12 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
12 |
| Public Employees Retirement Association Of Colorado |
12 |
| Employees Retirement System of Texas |
12 |
| PEAK6 Investments LLC |
12 |
| AMP Capital Investors Ltd |
12 |
| Nordea Investment Management Ab |
12 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
12 |
| ExodusPoint Capital Management, LP |
12 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
12 |
| Shell Asset Management Co |
12 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
12 |
| Hbk Investments L P |
12 |
| Cetera Investment Advisers |
12 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
12 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
12 |
| SRS Capital Advisors, Inc. |
12 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
12 |
| Versor Investments LP |
12 |
| Truist Financial Corp |
12 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
12 |
| EverSource Wealth Advisors, LLC |
12 |
| Vanguard Capital Management Llc |
12 |
| Connor, Clark & Lunn Investment Management Ltd. |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
12 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
12 |
| Zimmer Partners, LP |
12 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
12 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
12 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
12 |
| Agf Investments Inc. |
12 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
12 |
| MetLife Securities, Inc |
12 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
12 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
12 |
| Meeder Asset Management Inc |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
11 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
| LS Investment Advisors, LLC |
11 |
| Mason Street Advisors, Llc |
11 |
| Covestor Ltd |
11 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
11 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
11 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
11 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
11 |
| Municipal Employees' Retirement System of Michigan |
11 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
11 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
11 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
11 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
11 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
11 |
| Aquatic Capital Management LLC |
11 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
11 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
11 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
11 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
11 |
| Brookfield Asset Management Inc. |
11 |
| Fort Washington Investment Advisors Inc /oh/ |
11 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
11 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
11 |
| Calamos Dynamic Convertible & Income Fund |
11 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
11 |
| Aperio Group, LLC |
11 |
| Nine Chapters Capital Management LLC |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
11 |
| Miller Howard Investments Inc /ny |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
11 |
| Montage Investments, Llc |
11 |
| GAMMA Investing LLC |
11 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
11 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
11 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
11 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
11 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
11 |
| Duff & Phelps Investment Management Co |
11 |
| Smithfield Trust Co |
11 |
| Oregon Public Employees Retirement Fund |
11 |
| Teachers Retirement System Of The State Of Kentucky |
11 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
11 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
11 |
| Massachusetts Financial Services Co /ma/ |
11 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
11 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
11 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
11 |
| Shelton Capital Management |
11 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
11 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
11 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
11 |
| Ci Investments Inc. |
11 |
| Coldstream Capital Management Inc |
11 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
11 |
| Vanguard Fiduciary Trust Co |
11 |
| Regions Financial Corp |
11 |
| Stevens Capital Management Lp |
11 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
11 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
11 |
| Skopos Labs, Inc. |
11 |
| Schonfeld Strategic Advisors LLC |
11 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
11 |
| Wells Fargo Income Opportunities Fund |
11 |
| Texas Permanent School Fund |
11 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
11 |
| Wells Fargo Multi-sector Income Fund |
11 |
| Glassman Wealth Services |
11 |
| Mitsubishi UFJ Trust & Banking Corp |
11 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
11 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
11 |
| Capital Fund Management S.a. |
11 |
| GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
11 |
| Managed Account Advisors Llc |
11 |
| Centaurus Financial, Inc. |
11 |
| Dnp Select Income Fund Inc |
11 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
11 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
11 |
| Tortoise Capital Advisors, L.l.c. |
11 |
| TD Waterhouse Canada Inc. |
11 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
11 |
| Vanguard Horizon Funds |
11 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
11 |
| Y-Intercept (Hong Kong) Ltd |
11 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
11 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
11 |
| Checchi Capital Advisers, LLC |
11 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
11 |
| Jacobs Levy Equity Management, Inc |
11 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
11 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
11 |
| Oppenheimer Funds Inc |
11 |
| Calamos Convertible & High Income Fund |
11 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
11 |
| BNP Paribas Investment Partners S.A. |
11 |
| Allspring Global Investments Holdings, LLC |
11 |
| TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund |
11 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
11 |
| Calamos Strategic Total Return Fund |
11 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
11 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
11 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
11 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
11 |
| Inspire Advisors, LLC |
11 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
11 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
11 |
| Natixis |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
11 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
11 |
| Walleye Capital LLC |
11 |
| Tfs Capital Investment Trust |
11 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
11 |
| APG Asset Management N.V. |
11 |
| Point72 Asset Management, L.P. |
11 |
| Enterprise Financial Services Corp |
11 |
| Marshall Wace North America L.P. |
11 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
11 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
11 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
11 |
| MetLife Investment Management, LLC |
11 |
| Ellevest, Inc. |
11 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
11 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
11 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
11 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
11 |
| Acrospire Investment Management LLC |
11 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
11 |
| World Asset Management Inc |
11 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
11 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
11 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
11 |
| Daiwa Securities Group Inc. |
11 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
11 |
| National Planning Corp |
11 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
11 |
| Mercer Global Advisors Inc /adv |
11 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
11 |
| Capstone Asset Management Co |
11 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
11 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
11 |
| Calamos Convertible Opportunities & Income Fund |
11 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
11 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
11 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
11 |
| Versant Capital Management, Inc |
11 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
11 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
11 |
| Natixis Advisors, L.p. |
11 |
| Mutual Of America Capital Management Llc |
11 |
| Citizens Financial Group Inc/ri |
11 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
11 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
11 |
| Ing Groep Nv |
11 |
| Atria Investments Llc |
11 |
| College Retirement Equities Fund |
11 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
11 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
11 |
| BlackRock Group LTD |
11 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
11 |
| Louisiana State Employees Retirement System |
11 |
| Eaton Vance Management |
11 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
11 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
11 |
| New York Life Investment Management Llc |
11 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
10 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
10 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
10 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
10 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
10 |
| Cohen & Steers, Inc. |
10 |
| Profunds - Profund Vp Oil & Gas |
10 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
10 |
| Crossmark Global Holdings, Inc. |
10 |
| Belpointe Asset Management LLC |
10 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
10 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
10 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
10 |
| Vanguard Index Funds |
10 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
10 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
10 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
10 |
| Polar Asset Management Partners Inc. |
10 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
10 |
| EntryPoint Capital, LLC |
10 |
| Smartleaf Asset Management LLC |
10 |
| Lord, Abbett & Co. Llc |
10 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
10 |
| Root Financial Partners, LLC |
10 |
| Weiss Multi-Strategy Advisers LLC |
10 |
| United Services Automobile Association |
10 |
| True Wealth Design, LLC |
10 |
| Luminus Management Llc |
10 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
10 |
| Vanguard Portfolio Management Llc |
10 |
| SJS Investment Consulting Inc. |
10 |
| Yousif Capital Management, Llc |
10 |
| Schubert & Co |
10 |
| Brinker Capital Investments, LLC |
10 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
10 |
| United Capital Financial Advisers, Llc |
10 |
| Dark Forest Capital Management Lp |
10 |
| Teachers Advisors, Llc |
10 |
| Tiaa Cref Investment Management Llc |
10 |
| Money Concepts Capital Corp |
10 |
| Optiver Holding B.V. |
10 |
| Schroder Investment Management Group |
10 |
| Whittier Trust Co |
10 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
10 |
| Occudo Quantitative Strategies Lp |
10 |
| Maryland State Retirement & Pension System |
10 |
| CIBC Bancorp USA Inc. |
10 |
| Amundi |
10 |
| Brown Advisory Inc |
10 |
| Ergoteles LLC |
10 |
| Jennison Associates Llc |
10 |
| Kestra Advisory Services, LLC |
10 |
| Hexagon Capital Partners LLC |
10 |
| Cornercap Investment Counsel Inc |
10 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
10 |
| Calamos Long/Short Equity & Dynamic Income Trust |
10 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
10 |
| Mirabella Financial Services Llp |
10 |
| First Citizens Bank & Trust Co |
10 |
| Healthcare Of Ontario Pension Plan Trust Fund |
10 |
| BlackRock Multi-Sector Opportunities Trust II |
10 |
| BlackRock Credit Strategies Fund |
10 |
| Aigen Investment Management, Lp |
10 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
10 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
10 |
| Carlson Capital L P |
10 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
10 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
10 |
| Pictet Asset Management Ltd |
10 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
10 |
| Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND |
10 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
10 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
10 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
10 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
10 |
| Evercore Wealth Management, LLC |
10 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
10 |
| Financial Architects, Inc |
10 |
| Calvert Investment Management, Inc. |
10 |
| North Star Investment Management Corp. |
10 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
10 |
| Nationwide Fund Advisors |
10 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
10 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
10 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
10 |
| Caitong International Asset Management Co., Ltd |
10 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
10 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
10 |
| Virginia Retirement Systems Et Al |
10 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
10 |
| Winslow, Evans & Crocker, Inc. |
10 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
10 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
10 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
10 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
10 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
10 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
10 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
10 |
| Ellington Management Group Llc |
10 |
| Css Llc/il |
10 |
| Bridgeway Capital Management Inc |
10 |
| Cnh Partners Llc |
10 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
10 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
10 |
| PineBridge Investments, L.P. |
10 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
10 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
10 |
| Trust Co Of Vermont |
10 |
| Spot Trading L.L.C |
10 |
| Cullen/frost Bankers, Inc. |
10 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
10 |
| SBI Securities Co., Ltd. |
10 |
| Fox Run Management, L.l.c. |
10 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
10 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
10 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
| Moors & Cabot, Inc. |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
10 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
10 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
10 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
10 |
| Sonora Investment Management, LLC |
10 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
10 |
| Karp Capital Management Corp |
10 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
10 |
| Xponance, Inc. |
10 |
| Umb Bank N A/mo |
10 |
| Sunbelt Securities, Inc. |
10 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
10 |
| FineMark National Bank & Trust |
10 |
| Aster Capital Management (DIFC) Ltd |
10 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
10 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
10 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
10 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
10 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
10 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
10 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
10 |
| QS Investors, LLC |
10 |
| CENTRAL TRUST Co |
10 |
| JNBA Financial Advisors |
10 |
| NumerixS Investment Technologies Inc |
10 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
10 |
| NN Investment Partners Holdings N.V. |
10 |
| Brevan Howard Capital Management LP |
10 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
10 |
| Martingale Asset Management L P |
10 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
10 |
| UMA Financial Services, Inc. |
10 |
| Vantagepoint Funds |
10 |
| Prestige Wealth Management Group LLC |
10 |
| Toroso Investments, LLC |
10 |
| Cresset Asset Management, LLC |
10 |
| Quantinno Capital Management LP |
10 |
| Catalyst Capital Advisors LLC |
10 |
| Lindbrook Capital, Llc |
10 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
10 |
| Blackrock Multi-sector Opportunities Trust |
10 |
| CWM Advisors, LLC |
10 |
| Larson Financial Group LLC |
10 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
10 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
10 |
| Sciencast Management LP |
10 |
| Mosaic Family Wealth, LLC |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
10 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
10 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
10 |
| Dubuque Bank & Trust Co |
10 |
| Calamos Global Total Return Fund |
10 |
| Winton Diversified Opportunities Fund |
10 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
10 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
10 |
| Riverhead Capital Management Llc |
10 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
10 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
10 |
| Boston Private Wealth Llc |
10 |
| Clearbridge Investments, LLC |
10 |
| VTL Associates, LLC |
10 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
10 |
| John Hancock Income Securities Trust |
10 |
| Jane Street Holding, LLC |
10 |
| Sei Trust Co |
10 |
| Pnc Funds |
10 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
10 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
10 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
10 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
10 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
10 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
10 |
| Td Private Client Wealth Llc |
10 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
10 |
| Empowered Funds, LLC |
10 |
| Tiaa-cref Funds |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
10 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
10 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
10 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
10 |
| Gabelli Utility Trust |
10 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
10 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
9 |
| Loomis Sayles & Co L P |
9 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
9 |
| Horizon Investment Services, LLC |
9 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
9 |
| Northwestern Mutual Investment Management Company, Llc |
9 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
9 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
9 |
| Ieq Capital, Llc |
9 |
| Intech Investment Management Llc |
9 |
| Delaware Enhanced Global Dividend & Income Fund |
9 |
| Montage Managers Trust |
9 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
9 |
| Pictet Asset Management Holding SA |
9 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
9 |
| Numeric Investors Llc |
9 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
9 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
9 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
9 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
9 |
| Duncker Streett & Co Inc |
9 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
9 |
| New America High Income Fund Inc |
9 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
9 |
| Beacon Pointe Advisors, LLC |
9 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
9 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
9 |
| Irish Life Investment Managers Ltd. |
9 |
| Berman Capital Advisors, LLC |
9 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
9 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
9 |
| Holocene Advisors, LP |
9 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
9 |
| C M Bidwell & Associates Ltd |
9 |
| Fortitude Family Office, LLC |
9 |
| FORA Capital, LLC |
9 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
9 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
9 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
9 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
9 |
| Stratos Wealth Partners, LTD. |
9 |
| Weiss Asset Management LP |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
9 |
| R Squared Ltd |
9 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
9 |
| Commerce Bank |
9 |
| Stephens Inc /ar/ |
9 |
| Old Mutual Customised Solutions (proprietary) Ltd |
9 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
9 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
9 |
| Cutter & CO Brokerage, Inc. |
9 |
| Johnson Financial Group, Inc. |
9 |
| AGF Investments LLC |
9 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
9 |
| Regentatlantic Capital Llc |
9 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
9 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
9 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
9 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
9 |
| TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF |
9 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
9 |
| Cornerstone Planning Group LLC |
9 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
9 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
9 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
9 |
| New England Securities Corp /MA/ |
9 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
9 |
| Orion Portfolio Solutions, LLC |
9 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
9 |
| Clinton Group Inc |
9 |
| Chicago Equity Partners Llc |
9 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
9 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
9 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
9 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
9 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
9 |
| Nuveen, LLC |
9 |
| Motco |
9 |
| Piedmont Investment Advisors Llc |
9 |
| Hillsdale Investment Management Inc. |
9 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
9 |
| JustInvest LLC |
9 |
| Alps Advisors Inc |
9 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
9 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
9 |
| Teza Capital Management LLC |
9 |
| State of New Jersey Common Pension Fund A |
9 |
| Ballentine Partners, LLC |
9 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
9 |
| Meridian Wealth Partners, LLC |
9 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
9 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
9 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
9 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
9 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
9 |
| Transamerica Financial Advisors, Inc. |
9 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
9 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
9 |
| Bare Financial Services, Inc |
9 |
| Cornerstone Advisors, Inc. |
9 |
| Harbor Investment Advisory, Llc |
9 |
| Assured Investment Management LLC |
9 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
9 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
9 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
9 |
| Financial Gravity Companies, Inc. |
9 |
| MQS Management LLC |
9 |
| Regal Investment Advisors LLC |
9 |
| Twinbeech Capital Lp |
9 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
9 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
9 |
| Private Wealth Management Group, LLC |
9 |
| First Personal Financial Services |
9 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
9 |
| Americafirst Capital Management, Llc |
9 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
9 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
9 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
9 |
| Quest Partners LLC |
9 |
| Blueshift Asset Management, LLC |
9 |
| Princeton Alpha Management LP |
9 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
9 |
| Stonebridge Capital Advisors LLC |
9 |
| BlackRock Japan Co. Ltd |
9 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
9 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
9 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
9 |
| Amundi Pioneer Asset Management Inc |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
9 |
| Westport Resources Management Inc |
9 |
| Corebridge Financial, Inc. |
9 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
9 |
| Dupont Capital Management Corp |
9 |
| Rational Advisors Llc |
9 |
| State of Wyoming |
9 |
| Avantax Advisory Services, Inc. |
9 |
| Harbor Capital Advisors, Inc. |
9 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
9 |
| Klp Kapitalforvaltning As |
9 |
| Rothschild Investment Llc |
9 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
9 |
| Steward Financial Group LLC |
9 |
| Tfs Capital Llc |
9 |
| DRW Securities, LLC |
9 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
9 |
| AHL Partners LLP |
9 |
| Essential Partners LLC |
9 |
| Sanctuary Advisors, LLC |
9 |
| Sofos Investments, Inc. |
9 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
9 |
| Carroll Financial Associates, Inc. |
9 |
| Wealth Enhancement Advisory Services, Llc |
9 |
| Energy Income Partners, LLC |
9 |
| Pathstone Holdings, LLC |
9 |
| Bell Investment Advisors, Inc |
9 |
| First Republic Investment Management, Inc. |
9 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
9 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
9 |
| Wealthfront Inc |
9 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
9 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
9 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
9 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
9 |
| Cantab Capital Partners LLP |
9 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
9 |
| Brookfield Infrastructure Income Fund Inc. |
9 |
| Lido Advisors, LLC |
9 |
| Tarbox Family Office, Inc. |
9 |
| Securian Asset Management, Inc |
9 |
| Zacks Investment Management |
9 |
| Manchester Capital Management LLC |
9 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
9 |
| Eqis Capital Management, Inc. |
9 |
| Spire Wealth Management |
9 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
9 |
| Pinnacle Wealth Planning Services, Inc. |
9 |
| Chevy Chase Trust Holdings, Inc. |
9 |
| Dean Investment Associates, Llc |
9 |
| Ontario Teachers Pension Plan Board |
9 |
| Axa S.a. |
9 |
| Keybank National Association/oh |
9 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
9 |
| Summit Trail Advisors, Llc |
9 |
| Greenland Capital Management LP |
9 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
9 |
| First Manhattan Co |
9 |
| Sowell Financial Services LLC |
9 |
| BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
9 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
9 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
9 |
| Graham Capital Management, L.P. |
9 |
| Bb&t Securities, Llc |
9 |
| Police & Firemen's Retirement System of New Jersey |
9 |
| Mfs Special Value Trust |
9 |
| Seven Eight Capital, Lp |
9 |
| Putnam Investments Llc |
9 |
| Bridgefront Capital, LLC |
9 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
9 |
| Liberty Mutual Group Asset Management Inc. |
9 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
9 |
| HAP Trading, LLC |
9 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
9 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
9 |
| Rydex Etf Trust |
9 |
| RidgeWorth Capital Management LLC |
9 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
9 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
9 |
| Kennedy Capital Management, Inc. |
9 |
| Baird Robert W & Co Inc /wi/ |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
9 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
9 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
9 |
| LMR Partners LLP |
9 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
9 |
| State Of Michigan Retirement System |
9 |
| Pictet Asset Management Sa |
9 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
9 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
9 |
| AE Wealth Management LLC |
9 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
9 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
9 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
9 |
| Moody National Bank Trust Division |
9 |
| Hemington Wealth Management |
9 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
9 |
| Sawtooth Solutions, LLC |
9 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
9 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
9 |
| Claymore Exchange-traded Fund Trust |
9 |
| Capital Advisors, Ltd. LLC |
9 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
9 |
| Usca Ria Llc |
9 |
| DnB Asset Management AS |
9 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
9 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
9 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
9 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
9 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
9 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
9 |
| Jackson Creek Investment Advisors LLC |
9 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
9 |
| Vanguard Global Advisers, LLC |
9 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
9 |
| Old Mutual Global Investors (UK) Ltd. |
9 |
| Quarry LP |
9 |
| Societe Generale |
9 |
| Westwood Holdings Group Inc |
9 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
8 |
| Moneta Group Investment Advisors Llc |
8 |
| Merit Financial Group, LLC |
8 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
8 |
| Skandinaviska Enskilda Banken AB (publ) |
8 |
| Pathstone Family Office, Llc |
8 |
| Twin Tree Management, LP |
8 |
| Covalis Capital Llp |
8 |
| Jupiter Asset Management Ltd |
8 |
| Nebula Research & Development LLC |
8 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
8 |
| Seacrest Wealth Management, Llc |
8 |
| Edgestream Partners, L.P. |
8 |
| Longbow Capital Partners, L.P. |
8 |
| BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class |
8 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
8 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
8 |
| Sanctuary Wealth Advisors, LLC |
8 |
| Hartland & Co., LLC |
8 |
| BRYN MAWR TRUST Co |
8 |
| Putnam Master Intermediate Income Trust |
8 |
| Fred Alger Management, Llc |
8 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
8 |
| Vanguard Investments Australia, Ltd. |
8 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
8 |
| Sumitomo Mitsui Trust Holdings, Inc. |
8 |
| Gradient Investments LLC |
8 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
8 |
| Nbc Securities, Inc. |
8 |
| Boston Partners |
8 |
| Sutton Wealth Advisors Inc. |
8 |
| Point72 Asia (Singapore) Pte. Ltd. |
8 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
8 |
| Jain Global LLC |
8 |
| Vident Advisory, LLC |
8 |
| Venturi Wealth Management, LLC |
8 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
8 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
8 |
| Summit Global Investments |
8 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
8 |
| Lenox Wealth Advisors, LLC |
8 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
8 |
| Perigon Wealth Management, LLC |
8 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
8 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
8 |
| IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF |
8 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
8 |
| Cornerstone Capital Management Holdings Llc. |
8 |
| Principal Securities, Inc. |
8 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
8 |
| Deere & Co |
8 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
8 |
| USA Financial Portformulas Corp |
8 |
| Castleton Investment Management LLC |
8 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
8 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
8 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
8 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
8 |
| nVerses Capital, LLC |
8 |
| Kapitalo Investimentos Ltda |
8 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
8 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
8 |
| Assenagon Asset Management S.A. |
8 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
8 |
| Global X Management CO LLC |
8 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
8 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
8 |
| SAC Capital Advisors LP |
8 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
8 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
8 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
8 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
8 |
| Patriot Financial Group Insurance Agency, LLC |
8 |
| John Hancock Investors Trust |
8 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
8 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
8 |
| Mfs Intermediate High Income Fund |
8 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
8 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
| Prudential Short Duration High Yield Fund, Inc. |
8 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
8 |
| Delaware Investments Dividend & Income Fund, Inc |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
8 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
8 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
8 |
| Alberta Investment Management Corp |
8 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
8 |
| Brookfield Real Assets Income Fund Inc. |
8 |
| Oppenheimer Etf Trust |
8 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
8 |
| Vestcor Inc |
8 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
8 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
8 |
| Jacobi Capital Management LLC |
8 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
8 |
| Fieldpoint Private Securities, LLC |
8 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
8 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
8 |
| PENN SERIES FUNDS INC - International Equity Fund |
8 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
8 |
| Penn Capital Management Co Inc |
8 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
8 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
8 |
| Wedbush Securities Inc |
8 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
8 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
8 |
| AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
8 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
8 |
| Blackrock 2022 Global Income Opportunity Trust |
8 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
8 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
8 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
8 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
8 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
8 |
| Hl Financial Services Llc |
8 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
8 |
| John Hancock Hedged Equity & Income Fund |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
8 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
8 |
| Csenge Advisory Group |
8 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
8 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
8 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
8 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
8 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
8 |
| ClariVest Asset Management LLC |
8 |
| Magellan Asset Management Ltd |
8 |
| Ensign Peak Advisors, Inc |
8 |
| Freestone Grove Partners LP |
8 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
8 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
8 |
| Vermillion Wealth Management, Inc. |
8 |
| QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I |
8 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
8 |
| CVA Family Office, LLC |
8 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
8 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
8 |
| Advent Capital Management /de/ |
8 |
| Thompson Siegel & Walmsley Llc |
8 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
8 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
8 |
| NewSquare Capital LLC |
8 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
8 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
8 |
| Blackstart Capital LP |
8 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
8 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
8 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
8 |
| DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
8 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
8 |
| Putnam Premier Income Trust |
8 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
8 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
8 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
8 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
8 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
8 |
| CIBC World Markets Inc. |
8 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
8 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
8 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
8 |
| IndexIQ Advisors LLC |
8 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
8 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
8 |
| Disciplined Investments, LLC |
8 |
| WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
8 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
8 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
8 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
8 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
8 |
| Paradigm Asset Management Co Llc |
8 |
| Valley National Advisers Inc |
8 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
8 |
| Wesbanco Bank Inc |
8 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
8 |
| International Assets Investment Management, Llc |
8 |
| Robeco Institutional Asset Management B.V. |
8 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
8 |
| Cipher Capital LP |
8 |
| GV Financial Advisors |
8 |
| Chicago Partners Investment Group LLC |
8 |
| Picton Mahoney Asset Management |
8 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
8 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
8 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
8 |
| First Horizon Corp |
8 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
8 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
8 |
| Mason Street Advisors, Llc |
8 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
8 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
8 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
8 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
8 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
8 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
8 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
8 |
| James Investment Research Inc |
8 |
| BlackRock Capital Allocation Trust |
8 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
8 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
8 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
8 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
8 |
| Jefferies Financial Group Inc. |
8 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
8 |
| Navellier & Associates Inc |
8 |
| Wipfli Financial Advisors Llc, |
8 |
| Catalyst Funds Management Pty Ltd |
8 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
8 |
| Meiji Yasuda Asset Management Co Ltd. |
8 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
8 |
| Hartford Mutual Funds Inc/ct |
8 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
8 |
| Vanguard World Fund |
8 |
| National Bank Of Canada /fi/ |
8 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
8 |
| Reaves W H & Co Inc |
8 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
8 |
| Opus Investment Management Inc |
8 |
| Guardian Wealth Advisors, LLC |
8 |
| GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class |
8 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
8 |
| Cibc World Markets Corp |
8 |
| Sequoia Financial Advisors, LLC |
8 |
| Triumph Capital Management |
8 |
| Capital Analysts, Inc. |
8 |
| Airain ltd |
8 |
| Wbi Investments, Inc. |
8 |
| Old Mission Capital Llc |
8 |
| Dean Capital Management |
8 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
8 |
| VANGUARD ASSET MANAGEMENT, Ltd |
8 |
| Vanguard Whitehall Funds |
8 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
8 |
| FourThought Financial, LLC |
8 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
8 |
| Convergence Investment Partners, LLC |
8 |
| Moore Capital Management, Lp |
8 |
| Cetera Advisors LLC |
8 |
| Capital Performance Advisors Llp |
8 |
| Tocqueville Asset Management L.p. |
8 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
8 |
| Retirement Systems of Alabama |
8 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
8 |
| CoreCap Advisors, LLC |
8 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
8 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
8 |
| Rialto Wealth Management, LLC |
8 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
8 |
| Snowden Capital Advisors LLC |
8 |
| Icon Advisers Inc/co |
8 |
| M&r Capital Management Inc |
8 |
| Corton Capital Inc. |
8 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
8 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
8 |
| Financial Consulate, Inc |
8 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
8 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
8 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
8 |
| Ajo, Lp |
8 |
| Bryn Mawr Capital Management Inc |
8 |
| Quent Capital, LLC |
8 |
| Hilltop Holdings Inc. |
8 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
8 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
8 |
| Forsta Ap-fonden |
8 |
| Amalgamated Financial Corp. |
8 |
| Beacon Capital Management, LLC |
8 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
8 |
| Hantz Financial Services, Inc. |
8 |
| Leavell Investment Management, Inc. |
8 |
| Glenmede Investment Management, LP |
8 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
8 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
8 |
| Keating Financial Advisory Services, Inc. |
8 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
8 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
8 |
| JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
8 |
| Eurizon Capital SGR S.p.A. |
8 |
| Fs Multi-alternative Income Fund |
8 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
8 |
| Wealthspire Advisors, LLC |
8 |
| Advisor Partners Ii, Llc |
8 |
| SECOR Capital Advisors, LP |
8 |
| IHT Wealth Management, LLC |
8 |
| Delta Asset Management Llc/tn |
8 |
| Weld Capital Management Llc |
8 |
| Ameritas Investment Corp |
8 |
| Alphacrest Capital Management Llc |
8 |
| FinTrust Capital Advisors, LLC |
8 |
| Cary Street Partner Investment Advisory Llc |
8 |
| Quantamental Technologies LLC |
8 |
| Visium Asset Management, LP |
8 |
| Axq Capital, Lp |
8 |
| Bayesian Capital Management, LP |
8 |
| Old Republic International Corp |
8 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
8 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
8 |
| Earnest Partners Llc |
8 |
| Krane Funds Advisors LLC |
8 |
| Creative Financial Designs Inc /adv |
8 |
| CI Private Wealth, LLC |
8 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
8 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
8 |
| We Are One Seven, LLC |
8 |
| Absolute Return Capital, LLC |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
7 |
| Invictus RG Pte. Ltd. |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
7 |
| Invictus RG |
7 |
| Weaver C. Barksdale & Associates, Inc. |
7 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
7 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
7 |
| SevenBridge Financial Group, LLC |
7 |
| 6 Meridian |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
7 |
| Ropes Wealth Advisors Llc |
7 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
7 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
7 |
| Inceptionr Llc |
7 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
7 |
| Bruderman Asset Management, LLC |
7 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
7 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
7 |
| Flinton Capital Management LLC |
7 |
| State Farm Mutual Fund Trust |
7 |
| Diversified Trust Co |
7 |
| Private Capital Group, LLC |
7 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
7 |
| Crestline Management, LP |
7 |
| Electron Capital Partners, LLC |
7 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
7 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
7 |
| Versus Capital Real Assets Fund Llc |
7 |
| MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A |
7 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
7 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
7 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
7 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
7 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
7 |
| VGLSX - VALIC Co I - Global Strategy Fund |
7 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
7 |
| John Hancock Premium Dividend Fund |
7 |
| Transce3nd, LLC |
7 |
| IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A |
7 |
| Infrastructure Capital Advisors, Llc |
7 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
7 |
| Aip Series Trust |
7 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
7 |
| RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
7 |
| John Hancock Tax-advantaged Dividend Income Fund |
7 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
7 |
| San Francisco Sentry Investment Group (ca) |
7 |
| Oppenheimer Asset Management Inc. |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
7 |
| Aaron Wealth Advisors LLC |
7 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
7 |
| RWM Asset Management, LLC |
7 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
7 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
7 |
| Petrus Trust Company, LTA |
7 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
7 |
| Hanseatic Management Services Inc |
7 |
| Coastal Investment Advisors, Inc. |
7 |
| William Blair Investment Management, Llc |
7 |
| VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares |
7 |
| Community Bank, N.A. |
7 |
| Tfo-tdc, Llc |
7 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
7 |
| Vantage Consulting Group Inc |
7 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
7 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
7 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
7 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
7 |
| Concord Wealth Partners |
7 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
7 |
| Aventail Capital Group, LP |
7 |
| Golden State Wealth Management, LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
7 |
| Trust For Advisor Solutions |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
7 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
7 |
| Sageworth Trust Co |
7 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
7 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
7 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
7 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
7 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
7 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
7 |
| Ashton Thomas Private Wealth, LLC |
7 |
| Elkfork Partners LLC |
7 |
| Hotchkis & Wiley Capital Management Llc |
7 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
7 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
7 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
7 |
| Atlantic Trust, LLC |
7 |
| Ubs Oconnor Llc |
7 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
7 |
| Warren Averett Asset Management, LLC |
7 |
| Tuttle Tactical Management LLC |
7 |
| Janney Capital Management LLC |
7 |
| Profunds - Profund Vp Small-cap |
7 |
| Systematic Financial Management Lp |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
7 |
| Perella Weinberg Partners Capital Management LP |
7 |
| Yaupon Capital Management LP |
7 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
7 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
7 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
7 |
| Weiss Strategic Interval Fund |
7 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
7 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
7 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
7 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
7 |
| Virtus ETF Advisers LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
7 |
| Financial Advocates Investment Management |
7 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
7 |
| Newbridge Financial Services Group, Inc. |
7 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
7 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
7 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
7 |
| Hartford Financial Management Inc. |
7 |
| Entropy Technologies, LP |
7 |
| Headlands Technologies LLC |
7 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
7 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
7 |
| Zurich Insurance Group Ltd/FI |
7 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
7 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
7 |
| Dunhill Financial, LLC |
7 |
| U.S. Capital Wealth Advisors, LLC |
7 |
| Colony Group, LLC |
7 |
| Mv Capital Management, Inc. |
7 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
7 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
7 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
7 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
7 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
7 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
7 |
| Alera Investment Advisors, LLC |
7 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
7 |
| Susquehanna Portfolio Strategies, LLC |
7 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
7 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
7 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
7 |
| Lee Financial Co |
7 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
7 |
| Rafferty Asset Management, LLC |
7 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
7 |
| 1832 Asset Management L.P. |
7 |
| EULAV Asset Management |
7 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
7 |
| Menta Capital Llc |
7 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
7 |
| Bridgewater Associates, LP |
7 |
| Neo Ivy Capital Management |
7 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
7 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
7 |
| Scotia Capital Inc. |
7 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
7 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
7 |
| WealthPLAN Partners, LLC |
7 |
| Silvercrest Asset Management Group Llc |
7 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
7 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
7 |
| Fuller & Thaler Asset Management, Inc. |
7 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
7 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
7 |
| Reaves Utility Income Fund |
7 |
| Atlantic Union Bankshares Corp |
7 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
7 |
| Laurel Wealth Advisors, Inc. |
7 |
| HITE Hedge Asset Management LLC |
7 |
| Rehmann Capital Advisory Group |
7 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
7 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
7 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
7 |
| JPL Wealth Management, LLC |
7 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
7 |
| Bailard, Inc. |
7 |
| Apollon Wealth Management, LLC |
7 |
| Duality Advisers, Lp |
7 |
| DAVENPORT & Co LLC |
7 |
| EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I |
7 |
| Hollencrest Capital Management |
7 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
7 |
| Sachetta, LLC |
7 |
| Ausdal Financial Partners, Inc. |
7 |
| Evolve Private Wealth, Llc |
7 |
| Ramsey Quantitative Systems |
7 |
| Profunds - Profund Vp Ultrasmall-cap |
7 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
7 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
7 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
7 |
| Riverview Trust Co |
7 |
| Asset Dedication, LLC |
7 |
| Capula Management Ltd |
7 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
7 |
| Elo Mutual Pension Insurance Co |
7 |
| Sherbrooke Park Advisers Llc |
7 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
7 |
| Pearl River Capital, LLC |
7 |
| First Allied Advisory Services, Inc. |
7 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
7 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
| Swiss Life Asset Management Ltd |
7 |
| Tompkins Financial Corp |
7 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
7 |
| Alyeska Investment Group, L.P. |
7 |
| Meadow Creek Investment Management LLC |
7 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
7 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
7 |
| Pine River Capital Management L.P. |
7 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
7 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
7 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
7 |
| Maven Securities LTD |
7 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
7 |
| Cbre Clarion Securities Llc |
7 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
7 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
7 |
| PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF |
7 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
7 |
| Underlying Funds Trust |
7 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
7 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
7 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
7 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
7 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
7 |
| Advisor Partners Llc |
7 |
| Barings Llc |
7 |
| 361 Capital Llc |
7 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
7 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
7 |
| DiNuzzo Private Wealth, Inc. |
7 |
| Hudson Bay Capital Management LP |
7 |
| Twin Peaks Wealth Advisors, LLC |
7 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
7 |
| FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF |
7 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
7 |
| PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
7 |
| Godsey & Gibb Associates |
7 |
| Torren Management, LLC |
7 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
7 |
| Advisors Preferred, LLC |
7 |
| Gateway Investment Advisers Llc |
7 |
| Stephens Consulting, LLC |
7 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
7 |
| Clark Capital Management Group, Inc. |
7 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
7 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
7 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
7 |
| Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) |
7 |
| Plante Moran Financial Advisors, LLC |
7 |
| Groupe la Francaise |
7 |
| Element Capital Management Llc |
7 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
7 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
7 |
| Arkadios Wealth Advisors |
7 |
| Bartlett & Co. LLC |
7 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
7 |
| Financial Management Professionals, Inc. |
7 |
| General Motors Investment Management Corp |
7 |
| Redwood Wealth Management Group, LLC |
7 |
| Shapiro Robert N |
7 |
| Rise Advisors, LLC |
7 |
| FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
7 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
7 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
7 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
7 |
| Tradewinds Capital Management, LLC |
7 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
7 |
| WASHINGTON TRUST Co |
7 |
| Great Lakes Advisors, Llc |
7 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
7 |
| FundVantage Trust - Verplanck Balanced Fund |
7 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
7 |
| Hm Payson & Co |
7 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
7 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
7 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
7 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
7 |
| Howe & Rusling Inc |
7 |
| Exencial Wealth Advisors, Llc |
7 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
7 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
7 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
7 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
7 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
7 |
| New Mexico Educational Retirement Board |
7 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
7 |
| Adams Diversified Equity Fund, Inc. |
7 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
7 |
| Western Asset Premier Bond Fund |
7 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
7 |
| Pinnacle Financial Partners Inc |
7 |
| Cornerstone Wealth Management, LLC |
7 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
7 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
7 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
7 |
| Global Financial Private Client, LLC |
7 |
| Tcwp Llc |
7 |
| GFS Advisors, LLC |
7 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
7 |
| Alpha Windward Llc |
7 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
7 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
7 |
| Savant Capital, LLC |
7 |
| Horizon Investments, LLC |
7 |
| Mather Group, Llc. |
7 |
| State Farm Variable Product Trust |
7 |
| Penserra Capital Management LLC |
7 |
| Synovus Financial Corp |
7 |
| Salem Investment Counselors Inc |
7 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
7 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
7 |
| Burney Co/ |
7 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
7 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
7 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
7 |
| Janus Capital Management Llc |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
7 |
| Archford Capital Strategies, LLC |
7 |
| HFM Investment Advisors, LLC |
7 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
7 |
| EP Wealth Advisors, Inc. |
7 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
7 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
7 |
| Segall Bryant & Hamill, Llc |
7 |
| Chilton Capital Management Llc |
7 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
7 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
7 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
7 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
7 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
7 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
7 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
7 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
7 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
7 |
| Knight Capital Group, Inc. |
7 |
| HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged |
7 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
7 |
| J.w. Cole Advisors, Inc. |
7 |
| SageView Advisory Group, LLC |
7 |
| First Mercantile Trust Co |
7 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
7 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
7 |
| Mackay Shields Llc |
7 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
7 |
| Wealthcare Advisory Partners LLC |
7 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
7 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
7 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
7 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
7 |
| Vise Technologies, Inc. |
7 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
7 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
7 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
7 |
| Hudock, Inc. |
7 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
7 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
7 |
| Cable Hill Partners, LLC |
7 |
| Agf Management Ltd |
7 |
| Wilbanks Smith & Thomas Asset Management Llc |
7 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
7 |
| Integrated Wealth Management |
7 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
7 |
| Cordant, Inc. |
7 |
| Lsv Asset Management |
7 |
| Atom Investors LP |
6 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
6 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
6 |
| CenterStar Fund, LLC |
6 |
| Avantax Planning Partners, Inc. |
6 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
6 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
6 |
| Polymer Capital Management (US) LLC |
6 |
| 111 Capital |
6 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
6 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
6 |
| Transamerica Partners Funds Group |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
6 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
6 |
| FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio |
6 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
6 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
6 |
| Raymond James Trust N.a. |
6 |
| Cloud Capital Management, LLC |
6 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
6 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
6 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
6 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
6 |
| Profunds - Profund Vp Utilities |
6 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
6 |
| EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class |
6 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
6 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
6 |
| Reilly Financial Advisors, Llc |
6 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
6 |
| WPG Advisers, LLC |
6 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
6 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
6 |
| Transamerica Partners Funds Group Ii |
6 |
| Abound Wealth Management |
6 |
| Curio Wealth, Llc |
6 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
6 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
6 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
6 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
6 |
| Hughes Financial Services, LLC |
6 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
6 |
| MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
6 |
| EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
6 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
6 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
6 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
6 |
| Greenleaf Trust |
6 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
6 |
| Highstreet Asset Management Inc. |
6 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
6 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
6 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
6 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
6 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
6 |
| Transamerica Partners Portfolios |
6 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
6 |
| UPW - PROSHARES TRUST - ProShares Ultra Utilities |
6 |
| Parkworth Wealth Management, Inc. |
6 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
6 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
6 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
6 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I |
6 |
| MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
6 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
6 |
| DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
6 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
6 |
| Santa Fe Partners LLC |
6 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class |
6 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
6 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
6 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
6 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
6 |
| Sierra Ocean, Llc |
6 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
6 |
| Eastern Bank |
6 |
| Sigma Planning Corp |
6 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
6 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
6 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
6 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
6 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
6 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
6 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
6 |
| Longboard Asset Management, LP |
6 |
| Spirit Of America Management Corp/ny |
6 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
6 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
6 |
| First Financial Corp /in/ |
6 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
6 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
6 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
6 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
6 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
6 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
6 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
6 |
| K2 Principal Fund, L.p. |
6 |
| Gierl Augustine Investment Management Inc |
6 |
| Gupta Wealth Management LLC |
6 |
| Baystate Wealth Management LLC |
6 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
6 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
6 |
| Denali Advisors Llc |
6 |
| PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
6 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
6 |
| Kistler-Tiffany Companies, LLC |
6 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
6 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
6 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
6 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
6 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
6 |
| Krilogy Financial LLC |
6 |
| Harvest Fund Management Co., Ltd |
6 |
| A. D. Beadell Investment Counsel, Inc. |
6 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
6 |
| Halbert Hargrove Global Advisors, Llc |
6 |
| Balentine LLC |
6 |
| Illinois Municipal Retirement Fund |
6 |
| PIMCO Energy & Tactical Credit Opportunities Fund |
6 |
| Pinz Capital Management, LP |
6 |
| RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
6 |
| Carolinas Wealth Consulting Llc |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
6 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
6 |
| Procyon Private Wealth Partners, LLC |
6 |
| Focused Wealth Management, Inc |
6 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
6 |
| CAPROCK Group, Inc. |
6 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
6 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
6 |
| Gabelli Dividend & Income Trust |
6 |
| GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF |
6 |
| Rsm Us Wealth Management Llc |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
6 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
6 |
| HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF |
6 |
| Montag A & Associates Inc |
6 |
| RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
6 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
6 |
| Quantitative Investment Management, LLC |
6 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
6 |
| Utah Retirement Systems |
6 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
6 |
| Delaware Vip Trust - Delaware Vip High Yield Series Standard Class |
6 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
6 |
| AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF |
6 |
| Partnervest Advisory Services LLC |
6 |
| Estabrook Capital Management |
6 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
6 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
6 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
6 |
| Capital One, National Association |
6 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
6 |
| Peoples Financial Services Corp. |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity |
6 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
6 |
| SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF |
6 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
6 |
| Vaughan David Investments Inc/il |
6 |
| Caldwell Trust Co |
6 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
6 |
| Paces Ferry Wealth Advisors, Llc |
6 |
| Kayne Anderson Capital Advisors Lp |
6 |
| Capital Guardian Trust Co |
6 |
| Ingalls & Snyder Llc |
6 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
6 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
6 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
6 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
6 |
| Erste Asset Management GmbH |
6 |
| MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A |
6 |
| High Note Wealth, LLC |
6 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
6 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
6 |
| Coann Capital LLC |
6 |
| Whittier Trust Co Of Nevada Inc |
6 |
| Laird Norton Trust Company, Llc |
6 |
| Sfmg, Llc |
6 |
| SOA Wealth Advisors, LLC. |
6 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
6 |
| Longfellow Investment Management Co Llc |
6 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
6 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
6 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
6 |
| Continuum Advisory, LLC |
6 |
| Hennion & Walsh Asset Management, Inc. |
6 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
6 |
| S&t Bank/pa |
6 |
| Bbva Usa |
6 |
| Telemetry Investments, L.L.C. |
6 |
| SHP Wealth Management |
6 |
| Elyxium Wealth, LLC |
6 |
| Dynamic Technology Lab Pte Ltd |
6 |
| BDO Wealth Advisors, LLC |
6 |
| Sculptor Capital LP |
6 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
6 |
| Gabelli Global Utility & Income Trust |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
6 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
6 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
6 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
6 |
| Independent Advisor Alliance |
6 |
| Nuveen S&p 500 Buywrite Income Fund |
6 |
| Boston Trust Walden Corp |
6 |
| Ameritas Advisory Services, LLC |
6 |
| Cassady Schiller Wealth Management, LLC |
6 |
| Buckingham Strategic Partners |
6 |
| Aviva Plc |
6 |
| FDx Advisors, Inc. |
6 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
6 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
6 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
6 |
| CenterBook Partners LP |
6 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
6 |
| RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class |
6 |
| Delphia (USA) Inc. |
6 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
6 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
6 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
6 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
6 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
6 |
| HB Wealth Management, LLC |
6 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
6 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
6 |
| Blackstone Group Inc |
6 |
| Washington Trust Bank |
6 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
6 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
6 |
| Psagot Value Holdings Ltd. / (Israel) |
6 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
6 |
| Atria Wealth Solutions, Inc. |
6 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
6 |
| RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A |
6 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
6 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
6 |
| Dai-Ichi Life Insurance Company, Ltd |
6 |
| Evoke Wealth, Llc |
6 |
| Avion Wealth |
6 |
| GeoWealth Management, LLC |
6 |
| Benjamin Edwards Inc |
6 |
| Hancock Whitney Corp |
6 |
| IMC-Chicago, LLC |
6 |
| BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares |
6 |
| Wealthfront Advisers Llc |
6 |
| Mckinley Capital Management Llc /delaware |
6 |
| Pensionmark Financial Group, Llc |
6 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
6 |
| Godfrey Financial Associates, Inc. |
6 |
| Parametrica Management Ltd |
6 |
| UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
6 |
| Level Four Advisory Services, Llc |
6 |
| Bay Harbor Wealth Management, LLC |
6 |
| Townsquare Capital Llc |
6 |
| Personal Wealth Partners |
6 |
| Wiley Bros.-aintree Capital, Llc |
6 |
| Pinkerton Retirement Specialists, LLC |
6 |
| Hartford Investment Management Co |
6 |
| ISAM Funds (UK) Ltd |
6 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
6 |
| FNY Investment Advisers, LLC |
6 |
| CX Institutional |
6 |
| Minichmacgregor Wealth Management, Llc |
6 |
| Mount Yale Investment Advisors, LLC |
6 |
| Integrated Wealth Concepts LLC |
6 |
| Strategic Wealth Partners, Ltd. |
6 |
| Point72 Middle East FZE |
6 |
| Wagner Wealth Management, Llc |
6 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| Sound Income Strategies, LLC |
6 |
| Shelter Harbor Advisors, Lp |
6 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
6 |
| Alphasimplex Group, Llc |
6 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
6 |
| TCTC Holdings, LLC |
6 |
| Trustcore Financial Services, Llc |
6 |
| Pinnacle Associates Ltd |
6 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
6 |
| Clarus Wealth Advisors |
6 |
| Claraphi Advisory Network, LLC |
6 |
| Capstone Series Fund Inc |
6 |
| Kemnay Advisory Services Inc. |
6 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
6 |
| Dreyfus High Yield Strategies Fund |
6 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
6 |
| TPMN - Timothy Plan - Timothy Plan Market Neutral Etf |
6 |
| Signature Equity Partners, LLC |
6 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
6 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
6 |
| ORG Partners LLC |
6 |
| Royce & Associates Lp |
6 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
6 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
6 |
| Gts Securities Llc |
6 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
6 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
6 |
| CSat Investment Advisory, L.P. |
6 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
6 |
| Cohen & Steers Infrastructure Fund Inc |
6 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
6 |
| Insight Select Income Fund |
6 |
| FIL Ltd |
6 |
| Caisse De Depot Et Placement Du Quebec |
6 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
6 |
| Anchor Investment Management, LLC |
6 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
6 |
| Virtus Investment Advisers, Inc. |
6 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
6 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
6 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
6 |
| Commonwealth Bank Of Australia |
6 |
| Mml Investors Services, Llc |
6 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
6 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
6 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
6 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
6 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
6 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
| Westpac Banking Corp |
6 |
| IFM Investors Pty Ltd |
6 |
| Flagship Harbor Advisors, Llc |
6 |
| Clear Harbor Asset Management, LLC |
6 |
| NatWest Group plc |
6 |
| Cion Ares Diversified Credit Fund |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
6 |
| First Trust New Opportunities Mlp & Energy Fund |
6 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
6 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
6 |
| Bartlett & Co. Wealth Management Llc |
6 |
| Financial Network Wealth Advisors LLC |
6 |
| Western Asset Global Corporate Defined Opportunity Fund Inc. |
6 |
| EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF |
6 |
| Duff & Phelps Global Utility Income Fund Inc. |
6 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
6 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
6 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
6 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
6 |
| DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS |
6 |
| Johnson Investment Counsel Inc |
6 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
6 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
6 |
| LRI Investments, LLC |
6 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
6 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
6 |
| Point72 (DIFC) Ltd |
6 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
6 |
| MidFirst Bank |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| First Trust Mlp & Energy Income Fund |
6 |
| City National Bank |
6 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
6 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
6 |
| Boston Income Portfolio - Boston Income Portfolio |
6 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
6 |
| Western Asset Global High Income Fund Inc. |
6 |
| First Trust Energy Infrastructure Fund |
6 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
6 |
| First Trust Energy Income & Growth Fund |
6 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
6 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
6 |
| Voya Global Advantage & Premium Opportunity Fund |
6 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
6 |
| Tortoise Power & Energy Infrastructure Fund Inc |
6 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
6 |
| Wilmington Trust, National Association |
6 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
6 |
| Ibex Wealth Advisors |
6 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
| Pinnacle Bancorp, Inc. |
6 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
6 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
6 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
6 |
| Front Row Advisors LLC |
6 |
| DC Investments Management, LLC |
6 |
| First Command Bank |
6 |
| First Command Financial Services, Inc. |
6 |
| Valeo Financial Advisors, LLC |
6 |
| Bayforest Capital Ltd |
6 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
6 |
| Evergreen Capital Management Llc |
6 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
6 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
6 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
6 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
6 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
6 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
6 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
6 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
6 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
6 |
| Jaffetilchin Investment Partners, LLC |
6 |
| Tiedemann Advisors, Llc |
6 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
6 |
| IDU - iSHARES TRUST - iShares U.S. Utilities ETF |
6 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
6 |
| Thompson Davis & Co., Inc. |
6 |
| Timber Hill LLC |
6 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
6 |
| Murphy Capital Management Inc |
6 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
6 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
6 |
| Dorsey Wright & Associates |
6 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
6 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
6 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
6 |
| FPWR - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF |
6 |
| EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund |
6 |
| UTPIX - Profunds - Utilities Ultrasector Profund Investor Class |
6 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
6 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
6 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
6 |
| Yorktown Management & Research Co Inc |
6 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
6 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
| King Luther Capital Management Corp |
5 |
| Sit Investment Associates Inc |
5 |
| Highland Capital Management Lp |
5 |
| Soros Fund Management Llc |
5 |
| Wedge Capital Management L L P/nc |
5 |
| Advisory Research Inc |
5 |
| Deprince Race & Zollo Inc |
5 |
| Lombard Odier Asset Management (USA) Corp |
5 |
| Waddell & Reed Financial Inc |
5 |
| Cramer Rosenthal Mcglynn Llc |
5 |
| Fiera Capital Corp |
5 |
| Cribstone Capital Management, LLC |
5 |
| IBM Retirement Fund |
5 |
| Colony Group Llc |
5 |
| Castleark Management Llc |
5 |
| Covington Capital Management |
5 |
| Symphony Asset Management Llc |
5 |
| Baldwin Brothers Inc/ma |
5 |
| Optimum Investment Advisors |
5 |
| Monetary Management Group Inc |
5 |
| Hanson & Doremus Investment Management |
5 |
| New Amsterdam Partners Llc/ny |
5 |
| Adirondack Trust Co |
5 |
| Wetherby Asset Management Inc |
5 |
| Ardevora Asset Management LLP |
5 |
| Robeco Schweiz AG |
5 |
| Wealthcare Capital Management Llc |
5 |
| Patten Group, Inc. |
5 |
| Genesis Wealth Advisors, LLC |
5 |
| First City Capital Management, Inc. |
5 |
| Dearborn Partners Llc |
5 |
| Epoch Investment Partners, Inc. |
5 |
| HBK Sorce Advisory LLC |
5 |
| Analytic Investors, LLC |
5 |
| Phocas Financial Corp. |
5 |
| Legato Capital Management LLC |
5 |
| Zeke Capital Advisors, Llc |
5 |
| Mork Capital Management, LLC |
5 |
| Havens Advisors Llc |
5 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
5 |
| South Dakota Investment Council |
5 |
| Colonial Trust Advisors |
5 |
| Vantage Investment Advisors, LLC |
5 |
| Mark Sheptoff Financial Planning, Llc |
5 |
| Connable Office Inc |
5 |
| Globeflex Capital L P |
5 |
| Lebenthal Holdings,LLC |
5 |
| Sii Investments Inc/wi |
5 |
| Atwood & Palmer Inc |
5 |
| First New York Securities Llc /ny |
5 |
| Central Bank & Trust Co |
5 |
| FNY Managed Accounts LLC |
5 |
| GHP Investment Advisors, Inc. |
5 |
| Pinnacle Summer Investments, Inc. |
5 |
| Palladium Partners Llc |
5 |
| IMA Wealth, Inc. |
5 |
| Wellington Shields Capital Management, LLC |
5 |
| Capital Management Associates /ny/ |
5 |
| Gw Henssler & Associates Ltd |
5 |
| L & S Advisors Inc |
5 |
| Vigilant Capital Management, LLC |
5 |
| Breton Hill Capital Ltd. |
5 |
| Eagle Global Advisors Llc |
5 |
| American Investment Services, Inc. |
5 |
| Cushing Asset Management, Lp |
5 |
| HighVista Strategies LLC |
5 |
| Financial Sense Advisors, Inc. |
5 |
| Camarda Financial Advisors, LLC |
5 |
| Tokio Marine Asset Management Co Ltd |
5 |
| Triangle Securities Wealth Management |
5 |
| FormulaFolio Investments, LLC |
5 |
| First Quadrant L P/ca |
5 |
| Shinko Asset Management Co., Ltd. |
5 |
| Kwmg, Llc |
5 |
| American National Bank |
5 |
| Fruth Investment Management |
5 |
| Fisher Asset Management, LLC |
5 |
| First Hawaiian Bank |
5 |
| Wunderlich Securities, Inc. |
5 |
| Baker Avenue Asset Management, LP |
5 |
| Leuthold Group, Llc |
5 |
| RobecoSam USA, Inc. |
5 |
| ETRADE Capital Management LLC |
5 |
| ARGI Investment Services, LLC |
5 |
| Landscape Capital Management, L.l.c. |
5 |
| CTC Alternative Strategies, Ltd. |
5 |
| Bowling Portfolio Management LLC |
5 |
| Arrow Financial Corp |
5 |
| Nbt Bank N A /ny |
5 |
| Van Hulzen Asset Management, LLC |
5 |
| Koshinski Asset Management, Inc. |
5 |
| Brick & Kyle, Associates |
5 |
| I.g. Investment Management, Ltd. |
5 |
| S. Muoio & Co. Llc |
5 |
| Crestwood Advisors Group LLC |
5 |
| Hoxton Financial, Inc. |
5 |
| Salient Capital Advisors, LLC |
5 |
| Brinker Capital Inc |
5 |
| Clean Yield Group |
5 |
| V Wealth Advisors LLC |
5 |
| Private Ocean, LLC |
5 |
| Moisand Fitzgerald Tamayo, LLC |
5 |
| Exane Derivatives |
5 |
| SpiderRock Trading LLC |
5 |
| Gideon Capital Advisors, Inc. |
5 |
| TPH Asset Management, LLC |
5 |
| Integrated Investment Consultants, LLC |
5 |
| Zions Bancorporation |
5 |
| Signet Financial Management, Llc |
5 |
| Kovitz Investment Group Partners, LLC |
5 |
| Allstate Corp |
5 |
| Bluefin Trading, LLC |
5 |
| People's United Financial, Inc. |
5 |
| Institutional & Family Asset Management, Llc |
5 |
| Nuance Investments, Llc |
5 |
| CWA Asset Management Group, LLC |
5 |
| Prudential Plc |
5 |
| Index Management Solutions, LLC |
5 |
| Man Investments Ltd |
5 |
| Elite Wealth Management, Inc. |
5 |
| Etf Managers Group, Llc |
5 |
| Kohmann Bosshard Financial Services, LLC |
5 |
| Stone House Investment Management, LLC |
5 |
| JJJ Advisors Inc. |
5 |
| Virtus Alternative Investment Advisers, Inc. |
5 |
| Glen Harbor Capital Management LLC |
5 |
| Neuburgh Advisers LLC |
5 |
| Ritholtz Wealth Management |
5 |
| GSB Wealth Management, LLC |
5 |
| MARSHALL WACE ASIA Ltd |
5 |
| Pendal Group Ltd |
5 |
| Ahrens Investment Partners LLC |
5 |
| Capital Bank & Trust Co |
5 |
| Resources Investment Advisors, LLC. |
5 |
| Donoghue Forlines LLC |
5 |
| Standard Life Aberdeen plc |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
5 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
5 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
5 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
5 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
5 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
5 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
5 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
5 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
5 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
5 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
5 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
5 |
| FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class |
5 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
5 |
| Gabelli Convertible & Income Securities Fund Inc |
5 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
5 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
5 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
5 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
5 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
5 |
| CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A |
5 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
5 |
| Cohen & Steers Global Income Builder, Inc |
5 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
5 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
5 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
5 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
5 |
| Western Asset Income Fund |
5 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
5 |
| Cca Investments Trust |
5 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
5 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
5 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
5 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
5 |
| Cushing Mlp Total Return Fund |
5 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
5 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
| First Trust High Income Long/short Fund |
5 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
5 |
| Jpmorgan Trust Iii |
5 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
5 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
5 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
5 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
5 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
5 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
5 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
5 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
5 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
5 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
5 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
5 |
| Western Asset High Income Opportunity Fund Inc. |
5 |
| Tibra Equities Europe Ltd |
5 |
| Crewe Advisors LLC |
5 |
| Caption Management, LLC |
5 |
| First Command Advisory Services, Inc. |
5 |
| Certified Advisory Corp |
5 |
| Nvwm, Llc |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| Nachman Norwood & Parrott, Inc |
5 |
| Magnus Financial Group LLC |
5 |
| O'Shares Investment Advisers, LLC |
5 |
| VisionPoint Advisory Group, LLC |
5 |
| Western Wealth Management, LLC |
5 |
| Voleon Capital Management Lp |
5 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
5 |
| Arden Investment Series Trust |
5 |
| Delaware Management Holdings, Inc. |
5 |
| Beck Bode, LLC |
5 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
5 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
5 |
| GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
5 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
5 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
5 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
5 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
5 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
5 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
5 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
5 |
| FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1 |
5 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
5 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
5 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
5 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
5 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
5 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
5 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
5 |
| EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
5 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
5 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
5 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
5 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
5 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
5 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
5 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
5 |
| FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
5 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
5 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
5 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
5 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
5 |
| FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class |
5 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
5 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
5 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
5 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
5 |
| SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A |
5 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
5 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
5 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
5 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
5 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
5 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
5 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
5 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
5 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
5 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
5 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
5 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
5 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
5 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
5 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
5 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
5 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
5 |
| PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class |
5 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
5 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
5 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
5 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
5 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
5 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
5 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
5 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
5 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
5 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
5 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
5 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
5 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
5 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
5 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
5 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
5 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
5 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
5 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
5 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
5 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
5 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
5 |
| AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class |
5 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
5 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
5 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
5 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
5 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
5 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
5 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
5 |
| JHMU - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Utilities ETF |
5 |
| PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
5 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
5 |
| HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF |
5 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
5 |
| LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF |
5 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
5 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
5 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
5 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
5 |
| DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A |
5 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
5 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
5 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
5 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
5 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
5 |
| BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
5 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
5 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
5 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
5 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
5 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
5 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
5 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
5 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
5 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
5 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
5 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
5 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
5 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
5 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
5 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
5 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
5 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
5 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
5 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
5 |
| COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
5 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
5 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
5 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
5 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
5 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
5 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
5 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
5 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
5 |
| AIWEX - Cavanal Hill Funds - World Energy Fund Institutional |
5 |
| HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
5 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
5 |
| SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF |
5 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
5 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
5 |
| WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
5 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
5 |
| Kingsview Wealth Management, LLC |
5 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
5 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
5 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
5 |
| Samalin Investment Counsel, LLC |
5 |
| Venture Visionary Partners LLC |
5 |
| Steel Peak Wealth Management LLC |
5 |
| Integrated Advisors Network LLC |
5 |
| Key FInancial Inc |
5 |
| PSI Advisors, LLC |
5 |
| Column Capital Advisors, LLC |
5 |
| Woodline Partners LP |
5 |
| Regent Peak Wealth Advisors LLC |
5 |
| Cinctive Capital Management LP |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
5 |
| DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard |
5 |
| FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 |
5 |
| BI Asset Management Fondsmaeglerselskab A/S |
5 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
5 |
| Eudaimonia Partners, LLC |
5 |
| Symphony Financial, Ltd. Co. |
5 |
| Rosenberg Matthew Hamilton |
5 |
| Caas Capital Management Lp |
5 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
5 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
5 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
5 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
5 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
5 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
5 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
5 |
| TFC Financial Management |
5 |
| Founders Financial Alliance, LLC |
5 |
| ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class |
5 |
| ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class |
5 |
| NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class |
5 |
| Golden State Equity Partners |
5 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
5 |
| Interchange Capital Partners, LLC |
5 |
| Tradition Wealth Management, LLC |
5 |
| Sourcerock Group LLC |
5 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
5 |
| Childress Capital Advisors, Llc |
5 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
5 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
5 |
| Nfj Investment Group, Llc |
5 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
5 |
| Accurate Wealth Management, LLC |
5 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
5 |
| Guggenheim Active Allocation Fund |
5 |
| Claris Advisors, Llc / Mo / |
5 |
| Dixon Hughes Goodman Wealth Advisors LLC |
5 |
| Red Tortoise LLC |
5 |
| Journey Strategic Wealth Llc |
5 |
| Raleigh Capital Management Inc. |
5 |
| JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class |
5 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
5 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
5 |
| Hazlett, Burt & Watson, Inc. |
5 |
| Beaird Harris Wealth Management, LLC |
5 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
5 |
| OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares |
5 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
5 |
| ICA Group Wealth Management, LLC |
5 |
| Colonial Trust Co / SC |
5 |
| Armstrong Advisory Group, Inc |
5 |
| SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF |
5 |
| Bleakley Financial Group, LLC |
5 |
| LGT Financial Advisors LLC |
5 |
| Kula Investments, LLC |
5 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
5 |
| Putnam ETF Trust - Putnam ESG Core Bond ETF - |
5 |
| EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF |
5 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
5 |
| Zrc Wealth Management, Llc |
5 |
| PFG Investments, LLC |
5 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
5 |
| Cape Investment Advisory, Inc. |
5 |
| GPOW - Goldman Sachs ETF Trust - Goldman Sachs North American Pipelines & Power Equity ETF |
5 |
| Annis Gardner Whiting Capital Advisors, LLC |
5 |
| Financiere des Professionnels - Fonds d,investissement inc. |
5 |
| Qrg Capital Management, Inc. |
5 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
| JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF |
5 |
| E. Ohman J:or Asset Management AB |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
5 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
5 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
5 |
| Wall Street Financial Group, Inc. |
5 |
| Northwest & Ethical Investments L.P. |
5 |
| Kestra Investment Management, LLC |
5 |
| Versus Capital Infrastructure Income Fund |
5 |
| HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF |
5 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
5 |
| Stonebridge Financial Group, LLC |
5 |
| Whipplewood Advisors, LLC |
5 |
| Rossby Financial, LCC |
5 |
| Farringdon Capital, Ltd. |
5 |
| PharVision Advisers, LLC |
5 |
| Kilter Group LLC |
5 |
| Zions Bancorporation, National Association /ut/ |
5 |
| SummitTX Capital, L.P. |
5 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
5 |
| AXA Investment Managers S.A. |
5 |
| Leonteq Securities AG |
5 |
| IFC & Insurance Marketing, Inc. |
5 |
| Cornerstone Financial Management LLC |
5 |
| Owl Creek Wealth Partners LLC |
5 |
| Profunds - Profund Vp Mid-cap Value |
4 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
4 |
| AdvisorShares Investments LLC |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
4 |
| Tucker Asset Management Llc |
4 |
| Dfpg Investments, Llc |
4 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
4 |
| Rare Infrastructure Ltd |
4 |
| Medallion Wealth Advisors, LLC |
4 |
| Solstein Capital, LLC |
4 |
| Avalon Trust Co |
4 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Placemark Investments, Inc. |
4 |
| EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF |
4 |
| Hartline Investment Corp/ |
4 |
| Lebenthal Global Advisors, LLC |
4 |
| PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
4 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
4 |
| Bragg Financial Advisors, Inc |
4 |
| Genworth Financial Inc |
4 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
4 |
| BLB&B Advisors, LLC |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A |
4 |
| Woodley Farra Manion Portfolio Management Inc |
4 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
4 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
4 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
4 |
| Winton Capital Management Ltd |
4 |
| Elequin Capital Lp |
4 |
| IFC Holdings Incorporated/FL |
4 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
| Avalon Advisors, Llc |
4 |
| Missouri Trust & Investment Co |
4 |
| Glen Eagle Advisors, LLC |
4 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
4 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| Brand Asset Management Group, Inc. |
4 |
| ArrowMark Colorado Holdings LLC |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
4 |
| Private Wealth Asset Management, LLC |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
4 |
| WR Wealth Planners, LLC |
4 |
| Redpoint Investment Management Pty Ltd |
4 |
| Ardsley Advisory Partners Lp |
4 |
| Empower Advisory Group, LLC |
4 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
4 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
4 |
| SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares |
4 |
| Ssi Investment Management Llc |
4 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
4 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
4 |
| Advent Claymore Convertible Securities & Income Fund |
4 |
| ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
4 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
4 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
4 |
| Signition Lp |
4 |
| Machina Capital S.a.s. |
4 |
| Dividend Asset Capital, Llc |
4 |
| Ellis Investment Partners, LLC |
4 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
4 |
| Veritable, L.P. |
4 |
| QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF |
4 |
| Metis Global Partners, LLC |
4 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| Impact Partnership Wealth, LLC |
4 |
| Castleview Partners, Llc |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class |
4 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
4 |
| AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
4 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
4 |
| JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
4 |
| Ada Investment Management, LP |
4 |
| PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A |
4 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
4 |
| EA Series Trust |
4 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
4 |
| Mercer Capital Advisers, Inc. |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
| Ogorek Anthony Joseph /ny/ /adv |
4 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
4 |
| Meritage Portfolio Management |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| Gary Goldberg Planning Services Inc |
4 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
4 |
| Hutchin Hill Capital, LP |
4 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
4 |
| Corient Capital Partners, LLC |
4 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
4 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
4 |
| Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
4 |
| Trilogy Capital Inc. |
4 |
| ORG Wealth Partners, LLC |
4 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
| Joel Isaacson & Co., LLC |
4 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
4 |
| Centenus Global Management, Lp |
4 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
4 |
| Calamos Advisors LLC |
4 |
| Mesirow Institutional Investment Management, Inc. |
4 |
| GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF |
4 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
4 |
| Cypress Capital Group |
4 |
| Quaker Wealth Management, LLC |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
4 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
4 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
4 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
4 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| University Of Texas/texas Am Investment Managment Co |
4 |
| West Family Investments, Inc. |
4 |
| Nwq Investment Management Company, Llc |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
4 |
| Caxton Associates Lp |
4 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
4 |
| Crow Point Partners, LLC |
4 |
| Brewin Dolphin Ltd |
4 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
4 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| Danske Bank A/s |
4 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
4 |
| Retirement Group, LLC |
4 |
| Summit Financial Wealth Advisors, LLC |
4 |
| REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
| Schnieders Capital Management Llc |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| Spdr S&p Midcap 400 Etf Trust |
4 |
| Virtus Global Multi-sector Income Fund |
4 |
| Grace & White Inc /ny |
4 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
4 |
| Natixis Investment Managers International |
4 |
| Cyrus J. Lawrence, LLC |
4 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
4 |
| High Net Worth Advisory Group LLC |
4 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
4 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
4 |
| ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF |
4 |
| First Capital Advisors Group, LLC. |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| Tcw Strategic Income Fund Inc |
4 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
4 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
4 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
4 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
4 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
4 |
| Banque Cantonale Vaudoise |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
4 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
4 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
4 |
| Profunds - Profund Vp Mid-cap Growth |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
4 |
| Fort, L.p. |
4 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A |
4 |
| Roosevelt Investment Group Llc |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| Cohen & Steers Mlp Income & Energy Opportunity Fund |
4 |
| UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF |
4 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
4 |
| KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF |
4 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
4 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
4 |
| Rothschild Asset Management Inc |
4 |
| Ruggie Capital Group |
4 |
| CBIZ Investment Advisory Services, LLC |
4 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
4 |
| DRLL - EA Series Trust - Strive U.S. Energy ETF |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| Profunds - Profund Vp Ultramid-cap |
4 |
| Jag Capital Management, Llc |
4 |
| QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
4 |
| QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
4 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
| Osborn Rohs Williams & Donohoe Ltd |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
4 |
| First Pacific Financial |
4 |
| Contravisory Investment Management, Inc. |
4 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
4 |
| XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF |
4 |
| Optima Capital Llc |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| Kestra Private Wealth Services, Llc |
4 |
| MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class |
4 |
| Gabelli Equity Series Funds Inc |
4 |
| DIV - Global X Funds - Global X SuperDividend U.S. ETF |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
4 |
| PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
4 |
| Summit Financial, LLC |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
4 |
| Tiaa Trust, National Association |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
4 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
| Hightower 6M Holding, LLC |
4 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
4 |
| EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
| Liberty Wealth Management Llc |
4 |
| Oakbrook Investments Llc |
4 |
| Tiaa-cref Individual & Institutional Services, Llc |
4 |
| Cincinnati Insurance Co |
4 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
4 |
| Mycio Wealth Partners, Llc |
4 |
| Greenwood Capital Associates Llc |
4 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
4 |
| HWG Holdings LP |
4 |
| Envestnet Portfolio Solutions, Inc. |
4 |
| GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares |
4 |
| RMB Capital Management, LLC |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
4 |
| Winfield Associates, Inc. |
4 |
| Northern Trust Co Of Connecticut |
4 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
4 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
| Solaris Asset Management Llc |
4 |
| Allegis Investment Advisors, LLC |
4 |
| Donaldson Capital Management, Llc |
4 |
| Dana Investment Advisors, Inc. |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
4 |
| Fortis Group Advisors, LLC |
4 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
4 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
4 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
4 |
| Cypress Capital Management LLC (WY) |
4 |
| Water Island Capital Llc |
4 |
| SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF |
4 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
4 |
| Garrett Wealth Advisory Group, LLC |
4 |
| Shay Capital LLC |
4 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| Kempen Capital Management N.v. |
4 |
| Bray Capital Advisors |
4 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
4 |
| Lebenthal Asset Management, LLC |
4 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
4 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
4 |
| PIMCO FUNDS - PIMCO Low Duration Portfolio |
4 |
| Levin Capital Strategies, L.p. |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| Quad-Cities Investment Group, LLC |
4 |
| Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) |
4 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
4 |
| West Paces Advisors Inc. |
4 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
| Aberdeen Funds - Aberdeen Income Builder Fund Class A |
4 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
4 |
| NorthRock Partners, LLC |
4 |
| Alaska Permanent Fund Corp |
4 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| McIlrath & Eck, LLC |
4 |
| GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A |
4 |
| Winch Advisory Services, LLC |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| Albion Financial Group /ut |
4 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
4 |
| Viking Fund Management Llc |
4 |
| Resona Asset Management Co.,Ltd. |
4 |
| Mendota Financial Group, LLC |
4 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
4 |
| Wellington Shields & Co., LLC |
4 |
| Gryphon Financial Partners LLC |
4 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
4 |
| Optimize Financial Inc |
4 |
| Kayne Anderson Midstream/energy Fund, Inc. |
4 |
| Aptus Capital Advisors, LLC |
4 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
4 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
4 |
| Teilinger Capital Ltd. |
4 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
4 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
4 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
4 |
| Advisors Capital Management, LLC |
4 |
| Peregrine Asset Advisers, Inc. |
4 |
| Peak6 Llc |
4 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
4 |
| Hcim Trust |
4 |
| Heartland Advisors Inc |
4 |
| Sharkey, Howes & Javer |
4 |
| Integral Derivatives, LLC |
4 |
| Americana Partners, LLC |
4 |
| Cassaday & Co Wealth Management LLC |
4 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
4 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| Rodgers Brothers Inc. |
4 |
| Cary Street Partners Financial Llc |
4 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
4 |
| Equitable Holdings, Inc. |
4 |
| Fayez Sarofim & Co |
4 |
| Crabel Capital Management, LLC |
4 |
| Fieldview Capital Management, LLC |
4 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
4 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
4 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
| Boston Common Asset Management, LLC |
4 |
| Virtus Total Return Fund Inc. |
4 |
| Bancroft Fund Ltd |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| Mizuho Securities Usa Llc |
4 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
4 |
| Scout Investments, Inc. |
4 |
| Selective Wealth Management, Inc. |
4 |
| Whitebox Advisors Llc |
4 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
| Sargent Bickham Lagudis LLC |
4 |
| Cadence Capital Management Llc |
4 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
4 |
| 10Elms LLP |
4 |
| Channing Capital Management, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
4 |
| INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
4 |
| Turtle Creek Wealth Advisors, LLC |
4 |
| TD Capital Management LLC |
4 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
4 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
4 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
4 |
| CapWealth Advisors, LLC |
4 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
4 |
| Ameriflex Group, Inc. |
4 |
| Custom Index Systems, Llc |
4 |
| MCF Advisors LLC |
4 |
| Kavar Capital Partners, LLC |
4 |
| Scissortail Wealth Management, LLC |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| Binnacle Investments Inc |
4 |
| Highlander Capital Management, LLC |
4 |
| Albert D Mason Inc |
4 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
4 |
| Virtus Total Return Fund |
4 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
| Lee Danner & Bass Inc |
4 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
4 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
4 |
| Isi Strategy Fund Inc |
4 |
| Bogle Investment Management L P /de/ |
4 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| P Schoenfeld Asset Management Lp |
4 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
4 |
| U S Global Investors Inc |
4 |
| HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF |
4 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
4 |
| Executive Wealth Management, LLC |
4 |
| VCGAX - VALIC Co I - Growth & Income Fund |
4 |
| INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares |
4 |
| SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| Ellsworth Growth & Income Fund Ltd |
4 |
| Athanor Capital, Lp |
4 |
| American National Registered Investment Advisor, Inc. |
4 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
4 |
| Aris Wealth Services, Inc. |
4 |
| Angelo Gordon & Co., L.p. |
4 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
4 |
| VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF |
4 |
| Simplicity Wealth,LLC |
4 |
| PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
4 |
| Folger Nolan Fleming Douglas Capital Management, Inc |
4 |
| Tortoise Mlp Fund, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
4 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
4 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
4 |
| Pin Oak Investment Advisors Inc |
4 |
| Counterpoint Mutual Funds LLC |
4 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
4 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
4 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
4 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
4 |
| REAP Financial Group, LLC |
4 |
| FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A |
4 |
| TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund |
4 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
4 |
| Invesco High Income Trust Ii |
4 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
4 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
| Parsons Capital Management Inc/ri |
4 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| Matarin Capital Management, LLC |
4 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
4 |
| Everence Capital Management Inc |
4 |
| VCGEX - VALIC Co I - Emerging Economies Fund |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
4 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
4 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
4 |
| Hohimer Wealth Management, Llc |
4 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
4 |
| Pring Turner Capital Group Inc |
4 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
| Laffer Investments |
4 |
| Sterne Agee Group, Inc. |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| Edmond De Rothschild Holding S.a. |
4 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
4 |
| Mhi Funds, Llc |
4 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
4 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
4 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
4 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
4 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
4 |
| Wellington Grp LLC |
4 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
4 |
| Nuveen Multi-Asset Income Fund |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
4 |
| Forum Funds |
4 |
| Girard Partners Ltd. |
4 |
| Mangrove Partners |
4 |
| Edge Wealth Management LLC |
4 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
4 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
4 |
| Hallmark Capital Management Inc |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A |
4 |
| Geneva Advisors, LLC |
4 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
4 |
| CenturyLink Investment Management Co |
4 |
| De Burlo Group Inc |
4 |
| Next Financial Holdings |
4 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
4 |
| Squar Milner Financial Services Llc |
4 |
| Advisor Resource Council |
4 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
4 |
| Legacy Advisors, LLC |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
4 |
| Grove Bank & Trust |
4 |
| Edge Advisors, Llc |
4 |
| First Trust Intermediate Duration Preferred & Income Fund |
4 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
4 |
| Meeder Advisory Services, Inc. |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
4 |
| MUFG Securities EMEA plc |
4 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
| EAM Investors, LLC |
4 |
| Bogart Wealth, LLC |
4 |
| PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
4 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| Risk Paradigm Group, LLC |
4 |
| Beacon Investment Advisory Services, Inc. |
4 |
| Sentry Investment Management Llc |
4 |
| First Interstate Bank |
4 |
| Accel Wealth Management |
4 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
| SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| Peapack Gladstone Financial Corp |
4 |
| Scientech Research LLC |
4 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
4 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
4 |
| Bb&t Investment Services, Inc. |
4 |
| Boston Advisors Llc |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| Garner Asset Management Corp |
4 |
| John Hancock Preferred Income Fund |
4 |
| PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
4 |
| John Hancock Preferred Income Fund Iii |
4 |
| John Hancock Preferred Income Fund Ii |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
4 |
| M&g Investment Management Ltd |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
| Vectors Research Management, LLC |
4 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
4 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| Highland Capital Management, Llc |
4 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
| Kanaly Trust Co |
4 |
| Savior LLC |
4 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
4 |
| Burt Wealth Advisors |
4 |
| Claro Advisors LLC |
4 |
| Transcend Wealth Collective, Llc |
4 |
| Archer Investment Corp |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
4 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
4 |
| Bellwether Advisors, LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
| Old National Bancorp /in/ |
4 |
| Activest Wealth Management |
4 |
| Measured Wealth Private Client Group, LLC |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
4 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
4 |
| Spring Creek Capital Llc |
4 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
4 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
4 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
4 |
| Lincoln National Corp |
4 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
4 |
| PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A |
4 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
4 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
4 |
| Mascoma Wealth Management LLC |
4 |
| Itau Unibanco Holding S.A. |
4 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
4 |
| Koch Industries Inc |
4 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
4 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
4 |
| Bfsg, Llc |
4 |
| Teton Advisors, Inc. |
4 |
| Tcw Group Inc |
4 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
4 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
4 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
4 |
| Falcon Edge Capital, LP |
4 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
4 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
4 |
| DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
4 |
| Sivia Capital Partners, LLC |
4 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
4 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
4 |
| Vanguard Specialized Funds |
4 |
| Intrua Financial, LLC |
4 |
| Spark Investment Management LLC |
4 |
| Vaughan Nelson Investment Management, L.p. |
4 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
4 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
| SBI Okasan Asset Management Co.Ltd. |
4 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
4 |
| Westside Investment Management, Inc. |
4 |
| PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF |
4 |
| Oliver Lagore Vanvalin Investment Group |
4 |
| Treasurer of the State of North Carolina |
4 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
4 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
4 |
| BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
4 |
| Roble, Belko & Company, Inc |
4 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
4 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
4 |
| American Century Investment Management Inc |
4 |
| Knights of Columbus Asset Advisors LLC |
4 |
| Guggenheim Energy & Income Fund |
4 |
| Rockbridge Investment Management, LCC |
4 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
4 |
| Woodmont Investment Counsel Llc |
4 |
| BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
4 |
| Dfa Investment Trust Co - The Emerging Markets Series |
4 |
| 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 |
4 |
| Beaumont Financial Partners, LLC |
4 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
4 |
| Adams Natural Resources Fund, Inc. |
4 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| PenderFund Capital Management Ltd. |
4 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
4 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
4 |
| St Germain D J Co Inc |
4 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
4 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
4 |
| Taylor Hoffman Wealth Management |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| GPS Wealth Strategies Group, LLC |
4 |
| Li Winifred I |
4 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
4 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
4 |
| NJ State Employees Deferred Compensation Plan |
4 |
| Doyle Wealth Management |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
4 |
| MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| Kassirer Asset Management Corp |
4 |
| Tortoise Energy Infrastructure Corp |
4 |
| Chartwell Investment Partners, Llc |
4 |
| Gdl Fund |
4 |
| EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A |
4 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
4 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
4 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
4 |
| Omnia Family Wealth, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
4 |
| Tortoise Investment Management, LLC |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
4 |
| Advocacy Wealth Management Services, LLC |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
4 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
4 |
| Associated Banc-corp |
4 |
| Western Asset High Income Fund Ii Inc. |
4 |
| Virginia Retirement System |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
4 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
4 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
4 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
4 |
| Advantage Investment Management, Llc |
4 |
| TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class |
4 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
| PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| Parkwood LLC |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| Cardinal Capital Management |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| Concurrent Investment Advisors, LLC |
4 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
| Tsfg, Llc |
4 |
| AllSquare Wealth Management LLC |
4 |
| Dai-ichi Life Holdings, Inc. |
4 |
| SWS Partners |
4 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
4 |
| Bahl & Gaynor Inc |
4 |
| Zebra Capital Management LLC |
4 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
4 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
4 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
4 |
| Tyers Asset Management LLC |
4 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
4 |
| LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
4 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
4 |
| Community Financial Services Group, LLC |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
4 |
| XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF |
4 |
| Caxton Associates Llp |
4 |
| PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional |
4 |
| V-Square Quantitative Management LLC |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| Gleason Group, Inc. |
4 |
| WealthStone, Inc. |
4 |
| Point72 Europe (London) LLP |
4 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
4 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
4 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
4 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
4 |
| Putnam Fl Investment Management Co |
4 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
4 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
4 |
| Cohen & Steers Capital Management Inc |
4 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
| Polaris Wealth Advisory Group, LLC |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
4 |
| RHJ International SA |
4 |
| VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
4 |
| Diversify Advisory Services, LLC |
4 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
4 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
4 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
4 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
4 |
| ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| Brasada Capital Management, Lp |
4 |
| Hilltop National Bank |
4 |
| CFS Investment Advisory Services, LLC |
4 |
| Veriti Management LLC |
4 |
| Princeton Global Asset Management LLC |
4 |
| Bank Of Hawaii |
4 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
4 |
| Kms Financial Services, Inc |
4 |
| Copeland Capital Management, LLC |
4 |
| Carmichael Hill & Associates, Inc. |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| SeaTown Holdings Pte. Ltd. |
4 |
| Sheets Smith Wealth Management |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| Oak Thistle LLC |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
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 |
| Patton Albertson Miller Group, Llc |
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 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Fulton Bank, N.a. |
3 |
| First Heartland Consultants, Inc. |
3 |
| FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class |
3 |
| Turning Point Benefit Group, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB |
3 |
| Costello Asset Management, INC |
3 |
| Soroban Capital Partners LP |
3 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
3 |
| IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
3 |
| American National Insurance Co /tx/ |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF |
3 |
| ARS Investment Partners, LLC |
3 |
| Providence Capital Advisors, LLC |
3 |
| Bbr Partners, Llc |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| Comerica Securities,inc. |
3 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
3 |
| Gwn Securities Inc. |
3 |
| Hatteras Funds, LLC |
3 |
| Mizuho Trust & Banking Co., Ltd. |
3 |
| Stratos Wealth Advisors, LLC |
3 |
| Emerald Mutual Fund Advisers Trust |
3 |
| Aventura Private Wealth, LLC |
3 |
| Arabesque Asset Management Ltd |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class |
3 |
| Parcion Private Wealth LLC |
3 |
| denkapparat Operations GmbH |
3 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
3 |
| WealthTrak Capital Management LLC |
3 |
| Cookson Peirce & Co Inc |
3 |
| EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
3 |
| Investment Centers Of America Inc |
3 |
| KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
3 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
| Aequim Alternative Investments LP |
3 |
| Demars Financial Group, LLC |
3 |
| VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
3 |
| NewEdge Wealth, LLC |
3 |
| Mid Continent Capital Llc/il |
3 |
| McGowan Group Asset Management, Inc. |
3 |
| Chesapeake Asset Management Llc |
3 |
| Henshaw Capital LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
| Raiffeisen Bank International AG |
3 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
3 |
| BBT Capital Management, LLC |
3 |
| SIR Capital Management, L.P. |
3 |
| Essex Financial Services, Inc. |
3 |
| Cambridge Trust Co |
3 |
| Gries Financial Llc |
3 |
| Frontier Capital Management Co Llc |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
3 |
| Wilmington Trust Co |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| CSM Advisors, LLC |
3 |
| Jackson, Grant Investment Advisers, Inc. |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| Parvin Asset Management, LLC |
3 |
| Lucus Advisors Llc |
3 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
3 |
| EPG Wealth Management LLC |
3 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
3 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
3 |
| GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class |
3 |
| Wright Investors Service Inc |
3 |
| Emerald Advisers, Llc |
3 |
| Korea Investment CORP |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
3 |
| Capital A Wealth Management, LLC |
3 |
| AlphaMark Advisors, LLC |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| PFG Advisors |
3 |
| Abn Amro Investment Solutions |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| Zions Bancorporation, N.A. |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| Kalos Management, Inc. |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
3 |
| Claymore Exchange-traded Fund Trust 2 |
3 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
3 |
| Proffitt & Goodson Inc |
3 |
| Neuberger Berman Mlp Income Fund Inc. |
3 |
| Voya Infrastructure, Industrials & Materials Fund |
3 |
| Nations Financial Group Inc, /ia/ /adv |
3 |
| Sageworth Trust Co of South Dakota |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
3 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
3 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
3 |
| Pinnacle Wealth Advisors |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| Wealth Enhancement Trust Services, Inc. |
3 |
| Perpetual Ltd |
3 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
3 |
| Kovack Advisors, Inc. |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
| Winnow Wealth Llc |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| Villere St Denis J & Co Llc |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| Arlington Partners LLC |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| SG3 Management, LLC |
3 |
| BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
3 |
| Eagle Bay Advisors LLC |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| Cerebellum GP, LLC |
3 |
| HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
3 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
3 |
| Laidlaw Wealth Management LLC |
3 |
| Allianzgi Convertible & Income Fund Ii |
3 |
| Allianzgi Convertible & Income Fund |
3 |
| AlphaCore Capital LLC |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
3 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
| Park Square Financial Group, LLC |
3 |
| MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
3 |
| PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
3 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
3 |
| Oliver Luxxe Assets LLC |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
| Clear Investment Research, Llc |
3 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
3 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| Prudential Global Short Duration High Yield Fund, Inc. |
3 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
3 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
3 |
| HHM Wealth Advisors, LLC |
3 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
3 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
| Summit X, LLC |
3 |
| Wealth Quarterback LLC |
3 |
| Tiaa, Fsb |
3 |
| River Wealth Advisors LLC |
3 |
| Great Lakes Retirement, Inc. |
3 |
| TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
3 |
| Friedenthal Financial |
3 |
| Cranbrook Wealth Management, LLC |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| Allianzgi Equity & Convertible Income Fund |
3 |
| Allianzgi Diversified Income & Convertible Fund |
3 |
| GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares |
3 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
| Rrj Capital Ltd |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
3 |
| Lenox Wealth Management, Inc. |
3 |
| WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N |
3 |
| PRW Wealth Management LLC |
3 |
| Wood Tarver Financial Group, LLC |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| Formidable Asset Management, LLC |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
3 |
| Credential Qtrade Securities Inc. |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
3 |
| GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A |
3 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| Lansforsakringar Fondforvaltning AB (publ) |
3 |
| Keeley-Teton Advisors, LLC |
3 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
3 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
| Grace Capital |
3 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
| HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| Institute for Wealth Management, LLC. |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
3 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
3 |
| Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
3 |
| Denver Investment Advisors Llc |
3 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
| Argentus Capital Management, LLC |
3 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
| Threadgill Financial, Llc |
3 |
| Oppenheimer Variable Account Funds |
3 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
3 |
| VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| Texas Yale Capital Corp. |
3 |
| Founders Capital Management |
3 |
| Ruffer LLP |
3 |
| PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A |
3 |
| Herold Advisors, Inc. |
3 |
| Heritage Trust Co |
3 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
3 |
| Morse Asset Management, Inc |
3 |
| Teton Westwood Funds |
3 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
3 |
| SpiderRock Advisors, LLC |
3 |
| PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
3 |
| Ridgewood Investments LLC |
3 |
| DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
3 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
3 |
| HSBC FUNDS - HSBC Strategic Income Fund Class A |
3 |
| Crawford Investment Counsel Inc |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
3 |
| GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares |
3 |
| UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P |
3 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
| Core Bond Portfolio - Core Bond Portfolio |
3 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
3 |
| Ecofin Advisors Ltd |
3 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
3 |
| Full Sail Capital, LLC |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
| Choate Investment Advisors |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| Morgan Stanley India Investment Fund, Inc. |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
3 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
| Conning Inc. |
3 |
| TCW ETF Trust - TCW Corporate Bond ETF |
3 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| Verus Capital Partners, Llc |
3 |
| Advisory Alpha, LLC |
3 |
| WealthTrust Axiom LLC |
3 |
| BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
3 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
3 |
| Forward Management, LLC |
3 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
3 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| Cohen & Steers Reit & Preferred Income Fund Inc |
3 |
| Moloney Securities Asset Management, LLC |
3 |
| BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
| Ostrum Asset Management |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| Wexford Capital Lp |
3 |
| Gai Agility Income Fund |
3 |
| Kingfisher Capital LLC |
3 |
| Pimco Dynamic Income Fund |
3 |
| Cohen & Steers Select Preferred & Income Fund, Inc. |
3 |
| Pimco Flexible Credit Income Fund |
3 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| TEXN - iSHARES TRUST - iShares Texas Equity ETF |
3 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
3 |
| PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| Dv Equities, Llc |
3 |
| JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF |
3 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
3 |
| Whitnell & Co. |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| Waldron Private Wealth LLC |
3 |
| Columbus Hill Capital Management, L.P. |
3 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
| Kellner Capital, LLC |
3 |
| PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF |
3 |
| Reuter James Wealth Management, Llc |
3 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
3 |
| USAI - Pacer Funds Trust - Pacer American Energy Independence ETF |
3 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
3 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
3 |
| Green Arrow Capital Management Llc |
3 |
| Pimco Global Stocksplus & Income Fund |
3 |
| Horizon Kinetics Asset Management Llc |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
| Wayfinding Financial, LLC |
3 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF |
3 |
| Miles Capital, Inc. |
3 |
| Avestar Capital, LLC |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| Harvest Investment Services, LLC |
3 |
| Pimco Income Opportunity Fund |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| Harvest Fund Advisors LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
3 |
| Valueworks Llc |
3 |
| FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
3 |
| Ziegler Capital Management, LLC |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| Principal Street Partners, LLC |
3 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
3 |
| Graticule Asia Macro Advisors LLC |
3 |
| North Dakota State Investment Board |
3 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
| Salient Midstream & Mlp Fund |
3 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
3 |
| TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF |
3 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
3 |
| Qs Batterymarch Financial Management, Inc |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
3 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
3 |
| Cim Investment Mangement Inc |
3 |
| WESPAC Advisors, LLC |
3 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
3 |
| FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| Washington Trust Advisors, Inc. |
3 |
| Glg Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
3 |
| Homrich & Berg |
3 |
| BCJ Capital Management, LLC |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
3 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
3 |
| Simon Quick Advisors, Llc |
3 |
| CHICAGO TRUST Co NA |
3 |
| McAdam, LLC |
3 |
| Community Bank System, Inc. |
3 |
| tru Independence LLC |
3 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
3 |
| MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I |
3 |
| CNB Bank |
3 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
3 |
| PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A |
3 |
| Harbour Capital Advisors, LLC |
3 |
| Boston Private Bank & Trust Co |
3 |
| Mbb Public Markets I Llc |
3 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| CastleArk Alternatives, LLC |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
3 |
| Stone Ridge Asset Management LLC |
3 |
| Tilia Fiduciary Partners, Inc. |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
| Bivin & Associates, Inc. |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
3 |
| GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund |
3 |
| Paulson Wealth Management Inc. |
3 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
3 |
| Calton & Associates, Inc. |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
3 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
3 |
| Zullo Investment Group, Inc. |
3 |
| Diversified Real Asset Income Fund |
3 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| Jamison Eaton & Wood Inc /nj |
3 |
| Forum Financial Management, LP |
3 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
3 |
| Byrne Asset Management LLC |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class |
3 |
| WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF |
3 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
| WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV |
3 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
3 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
| JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I |
3 |
| Good Life Advisors, LLC |
3 |
| Pax World Management Llc |
3 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
3 |
| SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K |
3 |
| Cynosure Management, Llc |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
| Thomas White International Ltd |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| Keeley Asset Management Corp |
3 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
| DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund |
3 |
| Values First Advisors, Inc. |
3 |
| City State Bank |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
3 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
3 |
| Blume Capital Management, Inc. |
3 |
| PFG Private Wealth Management, LLC |
3 |
| Global X Funds |
3 |
| CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
3 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
3 |
| Dakota Wealth Management |
3 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
3 |
| Clough Capital Partners L P |
3 |
| Beach Investment Counsel Inc/pa |
3 |
| DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A |
3 |
| Morningstar Investment Management LLC |
3 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
3 |
| CrestPoint Capital Management, LLC |
3 |
| JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF |
3 |
| BP Capital Fund Advisors, LLC |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
3 |
| Hunting Hill Global Capital, LLC |
3 |
| PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| My Personal CFO, LLC |
3 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
| Centerpoint Advisors, LLC |
3 |
| Interval Partners, LP |
3 |
| CFBNX - COMMERCE FUNDS - The Bond Fund Shares |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| StoneX Group Inc. |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| TradeLink Global Equity LLC |
3 |
| Jump Trading, LLC |
3 |
| Boston Family Office Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| Alexandria Capital, LLC |
3 |
| Cushing Renaissance Fund |
3 |
| 1620 Investment Advisors, Inc. |
3 |
| MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class |
3 |
| Baader Bank INC |
3 |
| Sankala Group LLC |
3 |
| IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| Nicholas Investment Partners, LP |
3 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
3 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
3 |
| CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A |
3 |
| Brighton Jones Llc |
3 |
| Country Trust Bank |
3 |
| Logan Capital Management Inc |
3 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
3 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF |
3 |
| THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund |
3 |
| NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
3 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
3 |
| DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 |
3 |
| ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
3 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
3 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
3 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
3 |
| GLG Partners LP |
3 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
3 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
3 |
| Anson Funds Management LP |
3 |
| Evermay Wealth Management Llc |
3 |
| Symons Capital Management Inc |
3 |
| Palouse Capital Management, Inc. |
3 |
| TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class |
3 |
| Your Advocates Ltd., LLP |
3 |
| Pinebridge Investments Llc |
3 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
3 |
| ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
3 |
| Scarborough Advisors, LLC |
3 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
3 |
| Garrison Bradford & Associates Inc |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV |
3 |
| HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class |
3 |
| HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class |
3 |
| Atlas Capital Advisors Llc |
3 |
| Emerald Investment Partners, Llc |
3 |
| Birch Capital Management, LLC |
3 |
| HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class |
3 |
| LifePlan Financial Group, Inc |
3 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| Richard Bernstein Advisors LLC |
3 |
| Tortoise Pipeline & Energy Fund, Inc. |
3 |
| Freestone Capital Holdings, LLC |
3 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
3 |
| FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
3 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July |
3 |
| LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
3 |
| Capital Advisors Inc/ok |
3 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
3 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
| KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares |
3 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
3 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
| Gladius Capital Management LP |
3 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
3 |
| ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A |
3 |
| Kcm Investment Advisors Llc |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| ZIG - ETF Series Solutions - The Acquirers Fund |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
3 |
| FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I |
3 |
| Citizens Business Bank |
3 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
3 |
| Strategic Investment Management, Llc |
3 |
| Centersquare Investment Management Llc |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| Cantor Fitzgerald Sustainable Infrastructure Fund |
3 |
| AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I |
3 |
| Investors Capital Advisory Services |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| Piermont Capital Management LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
3 |
| LST - Managed Portfolio Series - Leuthold Select Industries ETF |
3 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
3 |
| PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional |
3 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
3 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
| PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
3 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
| Change Path, LLC |
3 |
| Altshuler Shaham Ltd |
3 |
| PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A |
3 |
| Macquarie Global Infrastructure Total Return Fund Inc. |
3 |
| DV Trading LLC |
3 |
| LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
3 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
3 |
| Key Group Holdings (cayman), Ltd. |
3 |
| Fiduciary Alliance LLC |
3 |
| AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
3 |
| Canal Insurance CO |
3 |
| FNY Partners Fund LP |
3 |
| Fidelis Capital Partners, LLC |
3 |
| Adviser Investments LLC |
3 |
| Us Financial Advisors, Llc |
3 |
| Davis R M Inc |
3 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
3 |
| BRC Investment Management LLC |
3 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
3 |
| Trium Capital LLP |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| Bardin Hill Management Partners Lp |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares |
3 |
| Salomon & Ludwin, LLC |
3 |
| RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund |
3 |
| Tiverton Asset Management Llc |
3 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
| Security National Trust Co |
3 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
3 |
| PENN SERIES FUNDS INC - Mid Core Value Fund |
3 |
| Cobalt Capital Management, Inc. |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Kayne Anderson Mlp Investment Co |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares |
3 |
| Royal London Asset Management Ltd |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
3 |
| Greenline Partners, LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A |
3 |
| West Tower Group, LLC |
3 |
| JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares |
3 |
| Fortis Capital Advisors, LLC |
3 |
| Readystate Asset Management Lp |
3 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
| Register Financial Advisors LLC |
3 |
| Prentiss Smith & Co Inc |
3 |
| Handelsbanken Fonder AB |
3 |
| Ausbil Investment Management Ltd |
3 |
| Hourglass Capital, Llc |
3 |
| BlueCrest Capital Management LLP |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| Tradeworx Inc. |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class |
3 |
| Kentucky Retirement Systems |
3 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| Callan Family Office, LLC |
3 |
| Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) |
3 |
| BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| Encompass Capital Advisors LLC |
3 |
| RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF |
3 |
| Franklin BSP Private Credit Fund |
3 |
| Unigestion Holding SA |
3 |
| Dynamic Capital Management Ltd |
3 |
| Acrisure Capital Management, LLC |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
3 |
| Supplemental Annuity Collective Trust of NJ |
3 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
3 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
| Highland Capital Management Fund Advisors, L.p. |
3 |
| Price Capital Management, Inc. |
3 |
| RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| Tlp Group Llc |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
3 |
| Echo Street Capital Management LLC |
3 |
| MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A |
3 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
3 |
| Delta Lloyd Nv |
3 |
| OP Asset Management Ltd |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| Douglass Winthrop Advisors, LLC |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| Barnett & Company, Inc. |
3 |
| IMS Capital Management |
3 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) |
3 |
| Vivaldi Asset Management, LLC |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| Stratton Management Co |
3 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
3 |
| Penseco Financial Services Corp |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| SWAN Capital LLC |
3 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
3 |
| Empirical Finance, LLC |
3 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
3 |
| VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I |
3 |
| Advanced Portfolio Management, LLC |
3 |
| Clough Global Equity Fund |
3 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
3 |
| City Holding Co |
3 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
3 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
3 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
3 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| Atomi Financial Group, Inc. |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
3 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
3 |
| Clough Global Dividend & Income Fund |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| Kingdom Financial Group LLC. |
3 |
| Ares Dynamic Credit Allocation Fund, Inc. |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| Genus Capital Management Inc. |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Clough Global Opportunities Fund |
3 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
3 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
3 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
3 |
| UniSuper Management Pty Ltd |
3 |
| Catamount Wealth Management |
3 |
| Portside Wealth Group, LLC |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| Foundry Partners, LLC |
3 |
| Delphi Private Advisors LLC |
3 |
| Park Avenue Securities Llc |
3 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| Monarch Partners Asset Management LLC |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| Strategic Financial Concepts, LLC |
3 |
| CGC Financial Services, LLC |
3 |
| Field & Main Bank |
3 |
| Halpern Financial, Inc. |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| Manning & Napier Advisors Llc |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| Arlington Trust Co LLC |
3 |
| Thomasville National Bank |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
| JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| Family Management Corp |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF |
3 |
| Edgemoor Investment Advisors, Inc. |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| Sasco Capital Inc / Ct/ |
3 |
| Syon Capital Llc |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| Strategic Advocates LLC |
3 |
| Bluefin Capital Management, Llc |
3 |
| United Community Bank |
3 |
| Beck Capital Management, Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
3 |
| Wealthstar Advisors, Llc |
3 |
| NEOS Investment Management LLC |
3 |
| Cozad Asset Management Inc |
3 |
| HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
3 |
| Rotella Capital Management, Inc. |
3 |
| Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF |
3 |
| Truvestments Capital Llc |
3 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
3 |
| LNGG - Listed Funds Trust - Roundhill Alerian LNG ETF |
3 |
| Hurley Capital, LLC |
3 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
3 |
| IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
3 |
| Raab & Moskowitz Asset Management LLC |
3 |
| Campbell Multi-strategy Trust |
3 |
| BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF |
3 |
| Philadelphia Trust Co |
3 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
| Valued Wealth Advisors LLC |
3 |
| JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A |
3 |
| DLD Asset Management, LP |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares |
3 |
| Financial Counselors Inc |
3 |
| Trueblood Wealth Management, LLC |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| Andra AP-fonden |
3 |
| S.A. Mason LLC |
3 |
| MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
3 |
| FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class |
3 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
| LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| Coastline Trust Co |
3 |
| Stancorp Investment Advisers Inc |
3 |
| Davidson & Garrard Inc |
3 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
3 |
| AMZA - ETFis Series Trust I - InfraCap MLP ETF |
3 |
| HighPoint Advisor Group LLC |
3 |
| Oak Grove Capital LLC |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Huber Capital Management LLC |
3 |
| CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A |
3 |
| Everpar Advisors Llc |
3 |
| MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
3 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
3 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
3 |
| MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares |
3 |
| AIA Group Ltd |
3 |
| Midwest Professional Planners, LTD. |
3 |
| SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares |
3 |
| Oakworth Capital, Inc. |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| One Capital Management, LLC |
3 |
| PointState Capital LP |
3 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
3 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
3 |
| Western Asset Management Company, LLC |
3 |
| ClearAlpha Technologies LP |
3 |
| CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
3 |
| WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares |
3 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
3 |
| Plato Investment Management Ltd |
3 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
3 |
| New Age Alpha Advisors, LLC |
3 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
3 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
3 |
| Kessler Investment Group, LLC |
3 |
| Fiduciary Trust Co |
3 |
| IFS Advisors, LLC |
3 |
| Vermillion & White Wealth Management Group, LLC |
3 |
| Twin Capital Management Inc |
3 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
3 |
| Modern Wealth Management, LLC |
3 |
| PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
3 |
| Wolff Wiese Magana Llc |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
3 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
| Trillium Asset Management, Llc |
3 |
| TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
3 |
| Plan A Wealth LLC |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
3 |
| VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares |
3 |
| Systematic Portfolios LLC |
3 |
| Wakefield Asset Management LLLP |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| Clarity Asset Management, Inc. |
3 |
| TriaGen Wealth Management LLC |
3 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| Cowen Group, Inc. |
3 |
| Voisard Asset Management Group, Inc. |
3 |
| Searle & Co. |
3 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
3 |
| Miracle Mile Advisors, LLC |
3 |
| EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF |
3 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
3 |
| Sand Grove Capital Management LLP |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| Old Second National Bank Of Aurora |
3 |
| Alpha Omega Wealth Management LLC |
3 |
| VMAX - Lattice Strategies Trust - Hartford US Value ETF |
3 |
| Pineridge Advisors LLC |
3 |
| Maverick Capital Ltd |
3 |
| Creekmur Asset Management LLC |
3 |
| Everett Harris & Co /ca/ |
3 |
| San Luis Wealth Advisors LLC |
3 |
| Richardson Financial Services Inc. |
3 |
| Cowa, Llc |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
3 |
| Chiron Investment Management, LLC |
3 |
| Sandell Asset Management Corp |
3 |
| ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
3 |
| Parisi Gray Wealth Management |
3 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
3 |
| FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A |
3 |
| Mint Tower Capital Management B.V. |
3 |
| Azzad Asset Management Inc /adv |
3 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
3 |
| Alpine Series Trust |
3 |
| WealthCollab, LLC |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| American Capital Advisory, LLC |
3 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
3 |
| Howard Hughes Medical Institute |
3 |
| Qci Asset Management Inc/ny |
3 |
| Paragon Capital Management Ltd |
3 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
3 |
| FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF |
3 |
| Qtron Investments LLC |
3 |
| Ares Financial Consulting, LLC |
3 |
| Bright Rock Capital Management, Llc |
3 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| Banque Pictet & Cie Sa |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| Central Pacific Bank - Trust Division |
3 |
| NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| M&G Plc |
3 |
| Cary Street Partners Asset Management Llc |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Gen-Wealth Partners Inc |
3 |
| Trustmark National Bank Trust Department |
3 |
| Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class |
3 |
| QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| Marquette Asset Management, LLC |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
3 |
| Atticus Wealth Management, Llc |
3 |
| Symmetry Partners, LLC |
3 |
| Wealth Preservation Advisors, LLC |
3 |
| Moody Aldrich Partners Llc |
3 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
| Smith, Moore & Co. |
3 |
| Altus Wealth Group LLC |
3 |
| Trust Co |
3 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
3 |
| TCG Advisory Services, LLC |
3 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
| 180 Wealth Advisors, Llc |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| J. Goldman & Co LP |
3 |
| Balasa Dinverno & Foltz Llc |
3 |
| Confluence Investment Management Llc |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| Graves-Light Private Wealth Management, Inc. |
3 |
| National Pension Service |
3 |
| Lynx Investment Advisory |
3 |
| Kelly Financial Services LLC |
3 |
| INFR - Legg Mason ETF Investment Trust - Legg Mason Global Infrastructure ETF |
3 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
3 |
| CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
3 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Utilities Central Fund |
3 |
| FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
3 |
| Pennsylvania Trust Co |
3 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
3 |
| Synergy Financial Management, LLC |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| Vontobel Holding Ltd. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
3 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
3 |
| Ashton Thomas Securities, Llc |
3 |
| BTG Pactual Asset Management US LLC |
3 |
| Argent Trust Co |
3 |
| Capital World Investors |
3 |
| Cromwell Holdings LLC |
3 |
| SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class |
3 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| Quest Capital Management Inc /adv |
3 |
| New Wave Wealth Advisors Llc |
3 |
| Clarus Group, Inc. |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
3 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
3 |
| NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| Castellan Group, LLC |
3 |
| RQSI Ltd |
3 |
| Ghisallo Capital Management LLC |
3 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
3 |
| Pinnacle Financial Partners, Inc. |
3 |
| Fairview Capital Investment Management, Llc |
3 |
| Stonebridge Financial Planning Group, LLC |
3 |
| EJF Capital LLC |
3 |
| HDV - iSHARES TRUST - iShares Core High Dividend ETF |
3 |
| Maple-Brown Abbott Ltd |
3 |
| Principia Wealth Advisory, LLC |
3 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
3 |
| Capital Innovations LLC |
3 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
3 |
| Cordasco Financial Network |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
3 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
3 |
| Relative Value Fund |
3 |
| Merewether Investment Management, LP |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| Capital Investment Advisors, LLC |
3 |
| WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| Callodine Capital Management, LP |
3 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
| Principal Diversified Select Real Asset Fund |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
3 |
| PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I |
3 |
| Western Asset High Yield Defined Opportunity Fund Inc. |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
3 |
| Duff & Phelps Select Energy Mlp Fund Inc. |
3 |
| Bull Harbor Capital LLC |
3 |
| Blackrock Utility & Infrastructure Trust |
3 |
| Marathon Trading Investment Management LLC |
3 |
| Williams Jones Wealth Management, LLC. |
3 |
| TrimTabs Asset Management, LLC |
3 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
3 |
| Gunderson Capital Management Inc. |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| Toth Financial Advisory Corp |
3 |
| FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF |
3 |
| PFFD - Global X Funds - Global X U.S. Preferred ETF |
3 |
| MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF |
3 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Diamond Hill Capital Management Inc |
3 |
| Obermeyer Wood Investment Counsel, Lllp |
3 |
| Tcg Advisors, Lp |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| Crews Bank & Trust |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| Fortress Investment Group LLC |
3 |
| IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
3 |
| Keebeck Alpha, LP |
3 |
| Coastal Capital Group, Inc. |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
3 |
| TIAA Wealth Investment Management LLC |
3 |
| BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund |
3 |
| Advance Capital I Inc |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| Kentucky Trust Co |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
