| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
83 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
83 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
63 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
59 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
58 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
57 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
57 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
56 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
51 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
50 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
50 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
50 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
50 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
49 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
49 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
49 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
48 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
45 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
44 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
44 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
44 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
43 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
43 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
42 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
42 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
42 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
42 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
40 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
39 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
39 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
38 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
37 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
36 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
36 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
34 |
| OAKIX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Fund Investor Class |
33 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
33 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
33 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
33 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
33 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
32 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
32 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
31 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
31 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
31 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
30 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
30 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
30 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
30 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
30 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
29 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
29 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
29 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
29 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
28 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
28 |
| Pacer Advisors, Inc. |
28 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
28 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
28 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
28 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
28 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
28 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
28 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
28 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
28 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
27 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
27 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
27 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
27 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
27 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
27 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
26 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
26 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
26 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
26 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
26 |
| Ameriprise Financial Inc |
26 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
26 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
26 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
26 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
26 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
26 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
25 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
25 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
25 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
25 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
25 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
25 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
25 |
| College Retirement Equities Fund |
25 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
25 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
25 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
25 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
24 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
24 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
24 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
24 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
24 |
| SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
24 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
24 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
24 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
23 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
23 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
23 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
23 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
23 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
23 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
23 |
| Tiaa-cref Funds |
23 |
| Principal Funds Inc |
23 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
23 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
23 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
22 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
22 |
| Vanguard Group Inc |
22 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
22 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
22 |
| Pnc Financial Services Group, Inc. |
22 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
22 |
| Wells Fargo & Company/mn |
22 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
22 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
22 |
| Morgan Stanley |
22 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
22 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
22 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
22 |
| Parametric Portfolio Associates Llc |
22 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
22 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
22 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
21 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
21 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
21 |
| Citadel Advisors Llc |
21 |
| Bank Of America Corp /de/ |
21 |
| Barclays Plc |
21 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
21 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
21 |
| BlackRock, Inc. |
21 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
21 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
21 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
21 |
| Jpmorgan Chase & Co |
21 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
21 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
21 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
21 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
21 |
| Hartford Mutual Funds Inc/ct |
21 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
21 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
21 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
21 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
21 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
21 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
21 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
21 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
21 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
21 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
21 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
21 |
| Six Circles Trust - Six Circles Global Bond Fund |
21 |
| Deutsche Bank Ag\ |
21 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
21 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
20 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
20 |
| UBS Group AG |
20 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
20 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
20 |
| Millennium Management Llc |
20 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
20 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
20 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
20 |
| Susquehanna International Group, Llp |
20 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
20 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
20 |
| State Street Corp |
20 |
| Bank of New York Mellon Corp |
20 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
20 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
20 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
20 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
20 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
20 |
| Bnp Paribas Arbitrage, Sa |
20 |
| Citigroup Inc |
20 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
20 |
| Goldman Sachs Group Inc |
20 |
| Royal Bank Of Canada |
20 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
20 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
20 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
20 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
19 |
| Alliancebernstein Global High Income Fund Inc |
19 |
| Aqr Capital Management Llc |
19 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
19 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
19 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
19 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
19 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
19 |
| Dimensional Fund Advisors Lp |
19 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
19 |
| Victory Capital Management Inc |
19 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
19 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
19 |
| American International Group, Inc. |
19 |
| XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF |
19 |
| Jane Street Group, Llc |
19 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
19 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
19 |
| Credit Suisse Ag/ |
19 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
19 |
| COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF |
19 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
19 |
| Blackrock Core Bond Trust |
19 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
19 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
19 |
| Northern Trust Corp |
19 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
19 |
| Invesco Ltd. |
19 |
| Fmr Llc |
19 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
18 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
18 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
18 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
18 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
18 |
| Wellington Management Group Llp |
18 |
| Charles Schwab Investment Management Inc |
18 |
| Federated Hermes, Inc. |
18 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
18 |
| Blackrock Ltd Duration Income Trust |
18 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
18 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
18 |
| Proequities, Inc. |
18 |
| Bank Of Montreal /can/ |
18 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
18 |
| California Public Employees Retirement System |
18 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
18 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
18 |
| Renaissance Technologies Llc |
18 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
18 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
18 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
18 |
| New York State Common Retirement Fund |
18 |
| Manufacturers Life Insurance Company, The |
18 |
| California State Teachers Retirement System |
18 |
| Rhumbline Advisers |
18 |
| Prudential Financial Inc |
18 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
18 |
| Tower Research Capital LLC (TRC) |
18 |
| Voya Investment Management Llc |
18 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
18 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
18 |
| Blackrock Credit Allocation Income Trust |
18 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
18 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
18 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
18 |
| Creative Planning |
18 |
| Blackrock Multi-sector Income Trust |
18 |
| D. E. Shaw & Co., Inc. |
18 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
18 |
| Group One Trading, L.p. |
18 |
| Geode Capital Management, Llc |
18 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
18 |
| Marshall Wace, Llp |
18 |
| Alliancebernstein L.p. |
18 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
18 |
| Simplex Trading, Llc |
18 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
18 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
17 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
17 |
| Lazard Asset Management Llc |
17 |
| 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 |
17 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
17 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
17 |
| Acadian Asset Management Llc |
17 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
17 |
| Russell Investments Group, Ltd. |
17 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
17 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
17 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
17 |
| Los Angeles Capital Management Llc |
17 |
| MASTER BOND LLC - Master Total Return Portfolio |
17 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
17 |
| Legal & General Group Plc |
17 |
| Price T Rowe Associates Inc /md/ |
17 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III |
17 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
17 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
17 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
17 |
| Ubs Asset Management Americas Inc |
17 |
| Jacobs Levy Equity Management, Inc |
17 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
17 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
17 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
17 |
| SG Americas Securities, LLC |
17 |
| Two Sigma Investments, Lp |
17 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
17 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
17 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
17 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
17 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
17 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
17 |
| Us Bancorp \de\ |
17 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
17 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
17 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
17 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
16 |
| Franklin Resources Inc |
16 |
| Cubist Systematic Strategies, LLC |
16 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
16 |
| Principal Financial Group Inc |
16 |
| Quadrant Capital Group Llc |
16 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
16 |
| Bridgeway Capital Management Inc |
16 |
| Janney Montgomery Scott LLC |
16 |
| IFP Advisors, Inc |
16 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
16 |
| Parallel Advisors, LLC |
16 |
| Captrust Financial Advisors |
16 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
16 |
| Invesco Bond Fund |
16 |
| Public Employees Retirement System Of Ohio |
16 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
16 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
16 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
16 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
16 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
16 |
| Nuveen Asset Management, LLC |
16 |
| Panagora Asset Management Inc |
16 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
16 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
16 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
16 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
16 |
| Bessemer Group Inc |
16 |
| Parallax Volatility Advisers, L.P. |
16 |
| Paloma Partners Management Co |
16 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
16 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
16 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
16 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
16 |
| Two Sigma Advisers, Lp |
16 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
16 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
16 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
16 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
16 |
| State Board Of Administration Of Florida Retirement System |
16 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
16 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
16 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
16 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
16 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
16 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
15 |
| BlackRock Institutional Trust Company, N.A. |
15 |
| Putnam Investments Llc |
15 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
15 |
| Ladenburg Thalmann Financial Services Inc |
15 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
15 |
| Point72 Asset Management, L.P. |
15 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
15 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
15 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
15 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
15 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
15 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
15 |
| Amalgamated Bank |
15 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
15 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
15 |
| Walleye Trading LLC |
15 |
| Jefferies Group LLC |
15 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
15 |
| Smallcap World Fund Inc |
15 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
15 |
| HighTower Advisors, LLC |
15 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
15 |
| Covestor Ltd |
15 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
15 |
| Prelude Capital Management, Llc |
15 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
15 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
15 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
15 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
15 |
| Huntington National Bank |
15 |
| BlackRock Investment Management, LLC |
15 |
| ExodusPoint Capital Management, LP |
15 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
15 |
| Wolverine Trading, Llc |
15 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
15 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
15 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
15 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
15 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
15 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
15 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
15 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
15 |
| Squarepoint Ops LLC |
15 |
| American Century Companies Inc |
15 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
15 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
15 |
| PDT Partners, LLC |
15 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
15 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
15 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
15 |
| Arrowstreet Capital, Limited Partnership |
15 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
15 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
15 |
| Fifth Third Bancorp |
15 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
15 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
15 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
15 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
15 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
15 |
| Metropolitan Life Insurance Co/ny |
15 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
15 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
15 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
15 |
| Cwm, Llc |
15 |
| Lord, Abbett & Co. Llc |
15 |
| Hsbc Holdings Plc |
15 |
| MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
15 |
| PEAK6 Investments LLC |
15 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
15 |
| Macquarie Group Ltd |
15 |
| Qube Research & Technologies Ltd |
15 |
| Oppenheimer Etf Trust |
15 |
| Nationwide Fund Advisors |
15 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
15 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
15 |
| Rockefeller Capital Management L.P. |
15 |
| BlackRock Fund Advisors |
15 |
| MetLife Investment Management, LLC |
15 |
| Vanguard Capital Management Llc |
15 |
| Tudor Investment Corp Et Al |
15 |
| First Trust Advisors Lp |
15 |
| Northwestern Mutual Wealth Management Co |
15 |
| Sei Investments Co |
15 |
| Cutler Group LP |
15 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
15 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
15 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
15 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
14 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
14 |
| Meeder Asset Management Inc |
14 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
14 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
14 |
| Winton Capital Group Ltd |
14 |
| Mackenzie Financial Corp |
14 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
14 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
14 |
| Marshall Wace North America L.P. |
14 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
14 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
14 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
14 |
| Man Group plc |
14 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
14 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
14 |
| State Of Wisconsin Investment Board |
14 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
14 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
14 |
| Susquehanna Fundamental Investments, Llc |
14 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
14 |
| Glenmede Trust Co Na |
14 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
14 |
| EverSource Wealth Advisors, LLC |
14 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
14 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
14 |
| Allspring Global Investments Holdings, LLC |
14 |
| Capstone Investment Advisors, Llc |
14 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
14 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
14 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
14 |
| Calamos Global Dynamic Income Fund |
14 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
14 |
| Point72 Hong Kong Ltd |
14 |
| LPL Financial LLC |
14 |
| Dynamic Technology Lab Private Ltd |
14 |
| Trexquant Investment LP |
14 |
| Massmutual Trust Co Fsb/adv |
14 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
14 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
14 |
| Kcg Holdings, Inc. |
14 |
| Nisa Investment Advisors, Llc |
14 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
14 |
| Gsa Capital Partners Llp |
14 |
| Norges Bank |
14 |
| Brevan Howard Capital Management LP |
14 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
14 |
| Axa S.a. |
14 |
| Quadrature Capital Ltd |
14 |
| Vanguard Portfolio Management Llc |
14 |
| Oxford Asset Management Llp |
14 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
14 |
| Brandywine Global Investment Management, LLC |
14 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
14 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
14 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
14 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
14 |
| Exchange Traded Concepts, Llc |
14 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
14 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
14 |
| Janus Henderson Group Plc |
14 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
14 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
14 |
| Verition Fund Management LLC |
14 |
| Quantbot Technologies LP |
14 |
| ProShare Advisors LLC |
14 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
14 |
| Engineers Gate Manager LP |
14 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
14 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
14 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
14 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
14 |
| BlackRock Advisors LLC |
14 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
14 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
14 |
| Blackrock Corporate High Yield Fund, Inc. |
14 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
14 |
| Connor, Clark & Lunn Investment Management Ltd. |
14 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
14 |
| Lindbrook Capital, Llc |
14 |
| CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF |
14 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
14 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
14 |
| Sterling Capital Management LLC |
14 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
14 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
14 |
| Signaturefd, Llc |
14 |
| New York State Teachers Retirement System |
14 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
14 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
14 |
| TCI Wealth Advisors, Inc. |
14 |
| Jump Financial, LLC |
14 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
14 |
| Advisor Group Holdings, Inc. |
14 |
| Comerica Bank |
14 |
| Teachers Advisors, Llc |
14 |
| Tiaa Cref Investment Management Llc |
14 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
14 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
14 |
| MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares |
14 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
14 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
14 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
14 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
14 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
14 |
| Hrt Financial Lp |
14 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
14 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
14 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
14 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
14 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
14 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
14 |
| Nomura Holdings Inc |
14 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
13 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
13 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
13 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
13 |
| Alps Advisors Inc |
13 |
| Police & Firemen's Retirement System of New Jersey |
13 |
| Truist Financial Corp |
13 |
| Corebridge Financial, Inc. |
13 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
13 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
13 |
| Dark Forest Capital Management Lp |
13 |
| True Wealth Design, LLC |
13 |
| Teacher Retirement System Of Texas |
13 |
| Hudson Bay Capital Management LP |
13 |
| Ergoteles LLC |
13 |
| Farther Finance Advisors, LLC |
13 |
| A.R.T. Advisors, LLC |
13 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
13 |
| Allworth Financial LP |
13 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
13 |
| Raymond James Financial Inc |
13 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
13 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
13 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
13 |
| XTX Topco Ltd |
13 |
| Capital Fund Management S.a. |
13 |
| Royce & Associates Lp |
13 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
13 |
| State of Wyoming |
13 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
13 |
| SBI Securities Co., Ltd. |
13 |
| Quest Partners LLC |
13 |
| Envestnet Asset Management Inc |
13 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
13 |
| Parkside Financial Bank & Trust |
13 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
13 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
13 |
| New America High Income Fund Inc |
13 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
13 |
| Smartleaf Asset Management LLC |
13 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
13 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
13 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
13 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
13 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
13 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
13 |
| PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
13 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
13 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
13 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
13 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
13 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
13 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
13 |
| Walleye Capital LLC |
13 |
| Public Employees Retirement Association Of Colorado |
13 |
| Advanced Series Trust - Ast High Yield Portfolio |
13 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
13 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
13 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
13 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
13 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
13 |
| Assetmark, Inc |
13 |
| Schonfeld Strategic Advisors LLC |
13 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
13 |
| Handelsbanken Fonder AB |
13 |
| Advisory Services Network, LLC |
13 |
| SRS Capital Advisors, Inc. |
13 |
| Jones Financial Companies Lllp |
13 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
13 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
13 |
| Vanguard Index Funds |
13 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
13 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
13 |
| Toronto Dominion Bank |
13 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
13 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
13 |
| Vident Investment Advisory, LLC |
13 |
| State of Alaska, Department of Revenue |
13 |
| Calamos Strategic Total Return Fund |
13 |
| Healthcare Of Ontario Pension Plan Trust Fund |
13 |
| Federation des caisses Desjardins du Quebec |
13 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
13 |
| GAMMA Investing LLC |
13 |
| Quantinno Capital Management LP |
13 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
13 |
| First Horizon Advisors, Inc. |
13 |
| Guggenheim Capital Llc |
13 |
| Mfs Charter Income Trust |
13 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
13 |
| Picton Mahoney Asset Management |
13 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
13 |
| Eaton Vance Management |
13 |
| Allianz Asset Management GmbH |
13 |
| Great West Life Assurance Co /can/ |
13 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
13 |
| MAI Capital Management |
13 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
13 |
| HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF |
13 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
13 |
| Canada Pension Plan Investment Board |
13 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
13 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
13 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
13 |
| Occudo Quantitative Strategies Lp |
13 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
13 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
13 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
13 |
| Versant Capital Management, Inc |
13 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
13 |
| Nuveen, LLC |
13 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
13 |
| Advent Claymore Convertible Securities & Income Fund |
13 |
| Jennison Associates Llc |
13 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
13 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
13 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
13 |
| KBC Group NV |
13 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
13 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
13 |
| O'shaughnessy Asset Management, Llc |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
13 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
13 |
| Boothbay Fund Management, Llc |
12 |
| Wolverine Asset Management Llc |
12 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
12 |
| BlackRock Group LTD |
12 |
| Two Sigma Securities, Llc |
12 |
| Steward Partners Investment Advisory, Llc |
12 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
12 |
| Ellevest, Inc. |
12 |
| Amalgamated Financial Corp. |
12 |
| Quantamental Technologies LLC |
12 |
| GWM Advisors LLC |
12 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
12 |
| Pinnacle Wealth Planning Services, Inc. |
12 |
| Russell Frank Co/ |
12 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
12 |
| Virtu Financial LLC |
12 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
12 |
| APG Asset Management N.V. |
12 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
12 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
12 |
| BlackRock Credit Strategies Fund |
12 |
| Root Financial Partners, LLC |
12 |
| Rothschild Investment Llc |
12 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
12 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
12 |
| Balyasny Asset Management Llc |
12 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
12 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
12 |
| Klp Kapitalforvaltning As |
12 |
| Mitsubishi UFJ Trust & Banking Corp |
12 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
12 |
| Ensign Peak Advisors, Inc |
12 |
| Vanguard Global Advisers, LLC |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
12 |
| Zacks Investment Management |
12 |
| Vanguard Horizon Funds |
12 |
| Voloridge Investment Management, Llc |
12 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
12 |
| Optiver Holding B.V. |
12 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
12 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
12 |
| Gotham Asset Management, LLC |
12 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
12 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
12 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
12 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
12 |
| Aigen Investment Management, Lp |
12 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
12 |
| Hbk Investments L P |
12 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
12 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
12 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
12 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
12 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
12 |
| Mfs Multimarket Income Trust |
12 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
12 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
12 |
| FNY Managed Accounts LLC |
12 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
12 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
12 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
12 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
12 |
| Glassman Wealth Services |
12 |
| Y-Intercept (Hong Kong) Ltd |
12 |
| VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares |
12 |
| Blackrock Debt Strategies Fund, Inc. |
12 |
| National Bank Of Canada /fi/ |
12 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
12 |
| DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A |
12 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
12 |
| FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF |
12 |
| Royce Global Value Trust, Inc. |
12 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
12 |
| Clear Street Markets Llc |
12 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
12 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
12 |
| Ameritas Investment Partners, Inc. |
12 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
12 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
12 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
12 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
12 |
| Ubs Ag |
12 |
| Skopos Labs, Inc. |
12 |
| Vanguard Fiduciary Trust Co |
12 |
| Schroder Investment Management Group |
12 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
12 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
12 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
12 |
| Larson Financial Group LLC |
12 |
| Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
12 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
12 |
| Piedmont Investment Advisors Llc |
12 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
12 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
12 |
| Capital Performance Advisors Llp |
12 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
12 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
12 |
| Advisor Group, Inc. |
12 |
| Yahoo Inc |
12 |
| Swiss National Bank |
12 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
12 |
| Harbor Capital Advisors, Inc. |
12 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
12 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
12 |
| Massachusetts Financial Services Co /ma/ |
12 |
| Shell Asset Management Co |
12 |
| Hillsdale Investment Management Inc. |
12 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
12 |
| AMP Capital Investors Ltd |
12 |
| PENN SERIES FUNDS INC - International Equity Fund |
12 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
12 |
| Empowered Funds, LLC |
12 |
| Denali Advisors Llc |
12 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
12 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
12 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
12 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
12 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
12 |
| Harbour Investments, Inc. |
12 |
| DekaBank Deutsche Girozentrale |
12 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
12 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
12 |
| Coldstream Capital Management Inc |
12 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
12 |
| Spark Investment Management LLC |
12 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
12 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
12 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
12 |
| Proficio Capital Partners LLC |
12 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
12 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
12 |
| Aquatic Capital Management LLC |
12 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
12 |
| John Hancock Hedged Equity & Income Fund |
12 |
| PEAK6 Investments, L.P. |
12 |
| Calamos Global Total Return Fund |
12 |
| Mercer Global Advisors Inc /adv |
12 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
12 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
12 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
12 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
12 |
| Martingale Asset Management L P |
12 |
| Maverick Capital Ltd |
11 |
| State of Tennessee, Treasury Department |
11 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
11 |
| Centiva Capital, LP |
11 |
| Essential Partners LLC |
11 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
11 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
11 |
| Nomura Asset Management Co Ltd |
11 |
| PGIM Short Duration High Yield Opportunities Fund |
11 |
| Pathstone Family Office, Llc |
11 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
11 |
| Commonwealth Equity Services, Llc |
11 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
11 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
11 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
11 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
11 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
11 |
| Caption Management, LLC |
11 |
| Campbell & CO Investment Adviser LLC |
11 |
| Berman Capital Advisors, LLC |
11 |
| Strs Ohio |
11 |
| FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
11 |
| Tfs Capital Investment Trust |
11 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
11 |
| Blair William & Co/il |
11 |
| Stifel Financial Corp |
11 |
| FNY Investment Advisers, LLC |
11 |
| QS Investors, LLC |
11 |
| NEXT Financial Group, Inc |
11 |
| Vanguard World Fund |
11 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
11 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
11 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
11 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
11 |
| Numeric Investors Llc |
11 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
11 |
| Managed Account Advisors Llc |
11 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
11 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
11 |
| Thrivent Financial For Lutherans |
11 |
| Emerald Acquisition Ltd. |
11 |
| Algert Global Llc |
11 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
11 |
| Mfs Special Value Trust |
11 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
11 |
| Prudential Short Duration High Yield Fund, Inc. |
11 |
| Blueshift Asset Management, LLC |
11 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
11 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
11 |
| Calamos Dynamic Convertible & Income Fund |
11 |
| Calamos Convertible & High Income Fund |
11 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
11 |
| Calamos Convertible Opportunities & Income Fund |
11 |
| Spot Trading L.L.C |
11 |
| Bayesian Capital Management, LP |
11 |
| Innealta Capital, Llc |
11 |
| Public Sector Pension Investment Board |
11 |
| Caitong International Asset Management Co., Ltd |
11 |
| Cresset Asset Management, LLC |
11 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
11 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
11 |
| Bell Investment Advisors, Inc |
11 |
| First Quadrant L P/ca |
11 |
| Cornerstone Capital Management Holdings Llc. |
11 |
| Ellington Management Group Llc |
11 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
11 |
| Aperio Group, LLC |
11 |
| Private Trust Co Na |
11 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
11 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
11 |
| SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
11 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
11 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
11 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
11 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
11 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
11 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
11 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
11 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
11 |
| Alyeska Investment Group, L.P. |
11 |
| Westpac Banking Corp |
11 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
11 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
11 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
11 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
11 |
| Kestra Advisory Services, LLC |
11 |
| Fuller & Thaler Asset Management, Inc. |
11 |
| MetLife Securities, Inc |
11 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
11 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
11 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
11 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
11 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
11 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
11 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
11 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
11 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
11 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
11 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
11 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
11 |
| Cibc World Markets Corp |
11 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
11 |
| Mariner, LLC |
11 |
| SJS Investment Consulting Inc. |
11 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
11 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
11 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
11 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
11 |
| JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
11 |
| Ubs Oconnor Llc |
11 |
| John Hancock Income Securities Trust |
11 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
11 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
11 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
11 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
11 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
11 |
| Assenagon Asset Management S.A. |
11 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
11 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
11 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
11 |
| Airain ltd |
11 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
11 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
11 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
11 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
11 |
| Ronald Blue Trust, Inc. |
11 |
| Arizona State Retirement System |
11 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
11 |
| Jefferies Financial Group Inc. |
11 |
| Versor Investments LP |
11 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
11 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
11 |
| Globeflex Capital L P |
11 |
| Hartland & Co., LLC |
11 |
| Amundi |
11 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
11 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
11 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
11 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
11 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
11 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
11 |
| Soros Fund Management Llc |
11 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
11 |
| Landscape Capital Management, L.l.c. |
11 |
| Virginia Retirement Systems Et Al |
11 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
11 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
11 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
11 |
| Greater India Portfolio - Greater India Portfolio |
11 |
| USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares |
11 |
| BlueCrest Capital Management Ltd |
11 |
| Ground Swell Capital, LLC |
11 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
11 |
| Twin Peaks Wealth Advisors, LLC |
10 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
10 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
10 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
10 |
| Mfs Intermediate High Income Fund |
10 |
| Hughes Financial Services, LLC |
10 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
10 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
10 |
| Wells Fargo Utilities & High Income Fund |
10 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
10 |
| Vantagepoint Funds |
10 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
10 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
10 |
| Twinbeech Capital Lp |
10 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
10 |
| Alpine Global Management, LLC |
10 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
10 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
10 |
| United Services Automobile Association |
10 |
| FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
10 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
10 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
10 |
| Intech Investment Management Llc |
10 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
10 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
10 |
| Rydex Etf Trust |
10 |
| Azora Capital LP |
10 |
| Element Capital Management Llc |
10 |
| Wealth Enhancement Advisory Services, Llc |
10 |
| Blackstone / Gso Senior Floating Rate Term Fund |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
10 |
| Magnetar Financial LLC |
10 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
10 |
| State Farm Mutual Fund Trust |
10 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
10 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
10 |
| Dupont Capital Management Corp |
10 |
| Blackstone / Gso Long-short Credit Income Fund |
10 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
10 |
| IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
10 |
| Nuveen Global High Income Fund |
10 |
| FORA Capital, LLC |
10 |
| Integrated Quantitative Investments LLC |
10 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
10 |
| EAM Investors, LLC |
10 |
| Mackay Shields Llc |
10 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
10 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
10 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
10 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
10 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
10 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
10 |
| VCBDX - VALIC Co I - Core Bond Fund |
10 |
| SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 |
10 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
10 |
| Caxton Associates Lp |
10 |
| Highbridge Capital Management Llc |
10 |
| Tfs Capital Llc |
10 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
10 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
10 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
10 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
10 |
| Atom Investors LP |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
10 |
| Teachers Retirement System Of The State Of Kentucky |
10 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
10 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
10 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
10 |
| Putnam Master Intermediate Income Trust |
10 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
10 |
| Cnh Partners Llc |
10 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
10 |
| Sunbelt Securities, Inc. |
10 |
| Loomis Sayles & Co L P |
10 |
| Ab Pooling Portfolios |
10 |
| Robeco Institutional Asset Management B.V. |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
10 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
10 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
10 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
10 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
10 |
| Ieq Capital, Llc |
10 |
| Wipfli Financial Advisors Llc, |
10 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
10 |
| Vanguard Whitehall Funds |
10 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
10 |
| Calamos Long/Short Equity & Dynamic Income Trust |
10 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
10 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
10 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
10 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
10 |
| Invesco High Income Trust Ii |
10 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
10 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
10 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
10 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
10 |
| Alphacrest Capital Management Llc |
10 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
10 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
10 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
10 |
| Blackstone / Gso Strategic Credit Fund |
10 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
10 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
10 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
10 |
| M&t Bank Corp |
10 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
10 |
| State Farm Variable Product Trust |
10 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
| Xponance, Inc. |
10 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
10 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
10 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
10 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
10 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
10 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
10 |
| Point72 Asia (Singapore) Pte. Ltd. |
10 |
| Cerity Partners LLC |
10 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
10 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
10 |
| Vanguard Investments Australia, Ltd. |
10 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
10 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
10 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
10 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
10 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
10 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
10 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
10 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
10 |
| Diversified Trust Co |
10 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
10 |
| CIBC Private Wealth Group, LLC |
10 |
| RidgeWorth Capital Management LLC |
10 |
| Brown Brothers Harriman & Co |
10 |
| BlackRock Japan Co. Ltd |
10 |
| Graham Capital Management, L.P. |
10 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
10 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
10 |
| BNP Paribas Asset Management Holding S.A. |
10 |
| Neuberger Berman Group LLC |
10 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
10 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
10 |
| VANGUARD ASSET MANAGEMENT, Ltd |
10 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
10 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
10 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
10 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
10 |
| Jfs Wealth Advisors, Llc |
10 |
| OMERS ADMINISTRATION Corp |
10 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
10 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
10 |
| Geneos Wealth Management Inc. |
10 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
10 |
| DRW Securities, LLC |
10 |
| Mirae Asset Global Investments Co., Ltd. |
10 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
10 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
10 |
| CIBC World Markets Inc. |
10 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
10 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
10 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
10 |
| Legato Capital Management LLC |
10 |
| Ancora Advisors, LLC |
10 |
| Aster Capital Management (DIFC) Ltd |
10 |
| Oppenheimer Funds Inc |
10 |
| Pathstone Holdings, LLC |
10 |
| Emerald Mutual Fund Advisers Trust |
10 |
| Chicago Equity Partners Llc |
10 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
10 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
10 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
10 |
| Axq Capital, Lp |
10 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
10 |
| Bank Of Nova Scotia |
10 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
10 |
| GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
10 |
| EntryPoint Capital, LLC |
10 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
10 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
10 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
10 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
10 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
10 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
10 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
10 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
10 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
10 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
10 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
10 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
10 |
| Fortitude Family Office, LLC |
10 |
| Prescott Group Capital Management, L.l.c. |
10 |
| Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B |
10 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
10 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
10 |
| Seven Eight Capital, Lp |
10 |
| Corton Capital Inc. |
10 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
10 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
10 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
10 |
| Asset Management One Co., Ltd. |
10 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
10 |
| Bailard, Inc. |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
10 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
10 |
| Alberta Investment Management Corp |
10 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
10 |
| Wells Fargo Global Dividend Opportunity Fund |
10 |
| Wells Fargo Multi-sector Income Fund |
10 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
10 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
10 |
| Raymond James Financial Services Advisors, Inc. |
9 |
| Principal Securities, Inc. |
9 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
9 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
9 |
| State of New Jersey Common Pension Fund D |
9 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
9 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
9 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
9 |
| Pictet Asset Management Holding SA |
9 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
9 |
| Itau Unibanco Holding S.A. |
9 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
9 |
| Range Financial Group LLC |
9 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
9 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
9 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
9 |
| Guggenheim Strategic Opportunities Fund |
9 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
9 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
9 |
| Tortoise Investment Management, LLC |
9 |
| CI Private Wealth, LLC |
9 |
| Cornerstone Planning Group LLC |
9 |
| Inceptionr Llc |
9 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
9 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
9 |
| Quarry LP |
9 |
| FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund |
9 |
| CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell |
9 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
9 |
| Stephens Consulting, LLC |
9 |
| Advent Capital Management /de/ |
9 |
| Thompson Davis & Co., Inc. |
9 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
9 |
| First Manhattan Co |
9 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
9 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
9 |
| Capula Management Ltd |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
9 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
9 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
9 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
9 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
9 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
9 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
9 |
| USA Financial Portformulas Corp |
9 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
9 |
| Laurion Capital Management LP |
9 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
9 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
9 |
| Bokf, Na |
9 |
| Lsv Asset Management |
9 |
| LMR Partners LLP |
9 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
9 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
9 |
| Acrospire Investment Management LLC |
9 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
9 |
| Penserra Capital Management LLC |
9 |
| New World Fund Inc |
9 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
9 |
| NumerixS Investment Technologies Inc |
9 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
9 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
9 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
9 |
| Commonwealth Bank Of Australia |
9 |
| GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF |
9 |
| Stevens Capital Management Lp |
9 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
9 |
| MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
9 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
9 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
9 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
9 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
9 |
| EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
9 |
| Moore Capital Management, Lp |
9 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
9 |
| FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
9 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
9 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
9 |
| FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio |
9 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
9 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
9 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
9 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
9 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
9 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
9 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
9 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
9 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
9 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
9 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
9 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
9 |
| Daiwa Securities Group Inc. |
9 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
9 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
9 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
9 |
| Allstate Corp |
9 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
9 |
| Highland Capital Management, Llc |
9 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
9 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
9 |
| Etf Managers Group, Llc |
9 |
| Pictet Asset Management Sa |
9 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
9 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
9 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
9 |
| Ci Investments Inc. |
9 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
9 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
9 |
| Smithfield Trust Co |
9 |
| Private Advisor Group, LLC |
9 |
| CIBC Asset Management Inc |
9 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
9 |
| VCCBX - VALIC Co II - Core Bond Fund |
9 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
9 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
9 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
9 |
| HAP Trading, LLC |
9 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
9 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
9 |
| SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
9 |
| Quantitative Investment Management, LLC |
9 |
| Capital Advisors, Ltd. LLC |
9 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
9 |
| Bogle Investment Management L P /de/ |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
9 |
| James Investment Research Inc |
9 |
| Livforsakringsbolaget Skandia, Omsesidigt |
9 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
9 |
| Harvest Fund Management Co., Ltd |
9 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
9 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
9 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
9 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
9 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
9 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
9 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
9 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
9 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
9 |
| Gemmer Asset Management LLC |
9 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
9 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
9 |
| Keebeck Alpha, LP |
9 |
| National Asset Management, Inc. |
9 |
| Vestcor Inc |
9 |
| Stratos Wealth Partners, LTD. |
9 |
| Karp Capital Management Corp |
9 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
9 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
9 |
| Utah Retirement Systems |
9 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
9 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
9 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
9 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
9 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
9 |
| SOUTH STATE Corp |
9 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
9 |
| BI Asset Management Fondsmaeglerselskab A/S |
9 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
9 |
| Lido Advisors, LLC |
9 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
9 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
9 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
9 |
| JustInvest LLC |
9 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
9 |
| Clinton Group Inc |
9 |
| Disciplined Investments, LLC |
9 |
| Raymond James & Associates |
9 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
9 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
9 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
9 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
9 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
9 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
9 |
| Crossmark Global Holdings, Inc. |
9 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
9 |
| SG3 Management, LLC |
9 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
9 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
9 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
9 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
9 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
9 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
9 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
9 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
9 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
9 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
9 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
9 |
| Baker Avenue Asset Management, LP |
9 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
9 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
9 |
| Whittier Trust Co |
9 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
9 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
9 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
9 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
9 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
9 |
| Benjamin F. Edwards & Company, Inc. |
9 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
9 |
| MUFG Americas Holdings Corp |
9 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
9 |
| Fox Run Management, L.l.c. |
9 |
| Dms Funds |
9 |
| United Capital Financial Advisers, Llc |
9 |
| Cordant, Inc. |
9 |
| Skandinaviska Enskilda Banken AB (publ) |
9 |
| Td Asset Management Inc |
9 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
9 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
9 |
| First Republic Investment Management, Inc. |
9 |
| Employees Retirement System of Texas |
9 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
9 |
| Cullen/frost Bankers, Inc. |
9 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
9 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
9 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
9 |
| Bridgefront Capital, LLC |
9 |
| CX Institutional |
9 |
| Weiss Strategic Interval Fund |
9 |
| Altshuler Shaham Ltd |
9 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
9 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
9 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
9 |
| AdvisorNet Financial, Inc |
9 |
| Ajo, Lp |
9 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
9 |
| Prudential Global Short Duration High Yield Fund, Inc. |
9 |
| D.a. Davidson & Co. |
9 |
| Profunds - Profund Vp Oil & Gas |
9 |
| Holocene Advisors, LP |
9 |
| Shay Capital LLC |
9 |
| Natixis |
9 |
| Keating Financial Advisory Services, Inc. |
9 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
9 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
9 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
9 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
9 |
| VHYLX - VALIC Co I - High Yield Bond Fund |
9 |
| Caxton Associates Llp |
9 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
9 |
| Eaton Vance Ltd Duration Income Fund |
9 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
9 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
9 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
9 |
| Peak6 Llc |
9 |
| Assured Investment Management LLC |
9 |
| Jain Global LLC |
9 |
| Rialto Wealth Management, LLC |
9 |
| Wells Fargo Income Opportunities Fund |
9 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
9 |
| Clough Global Dividend & Income Fund |
9 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
9 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
9 |
| Guggenheim Active Allocation Fund |
9 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
9 |
| Erste Asset Management GmbH |
9 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
9 |
| Absolute Return Capital, LLC |
9 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
9 |
| Morgan Stanley India Investment Fund, Inc. |
9 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
9 |
| Point72 (DIFC) Ltd |
9 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
9 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
9 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
9 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
9 |
| Nordea Investment Management Ab |
9 |
| Neuberger Berman High Yield Strategies Fund Inc. |
9 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
9 |
| Entropy Technologies, LP |
9 |
| Colony Group, LLC |
9 |
| John Hancock Investors Trust |
9 |
| Wedge Capital Management L L P/nc |
9 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
9 |
| Quent Capital, LLC |
9 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
9 |
| Private Wealth Management Group, LLC |
9 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
9 |
| Philadelphia Financial Management of San Francisco, LLC |
9 |
| Illinois Municipal Retirement Fund |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
8 |
| Boston Partners |
8 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
8 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
8 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
8 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
8 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
8 |
| Weiss Asset Management LP |
8 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
8 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
8 |
| Maven Securities LTD |
8 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 |
8 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
8 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
8 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
8 |
| MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class |
8 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
8 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
8 |
| Valeo Financial Advisors, LLC |
8 |
| Manager Directed Portfolios - Pemberwick Fund Shares |
8 |
| Belpointe Asset Management LLC |
8 |
| Teza Capital Management LLC |
8 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
8 |
| Umb Bank N A/mo |
8 |
| Lighthouse Investment Partners, LLC |
8 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
8 |
| NewSquare Capital LLC |
8 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
8 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
8 |
| Pnc Funds |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
8 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
8 |
| GAM Holding AG |
8 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
8 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
8 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
8 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
8 |
| PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF |
8 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
8 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
8 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
8 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
8 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
8 |
| Plante Moran Financial Advisors, LLC |
8 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
8 |
| Reilly Financial Advisors, Llc |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
8 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
8 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
8 |
| Claymore Exchange-traded Fund Trust |
8 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
8 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
8 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
8 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
8 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
8 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
8 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
8 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
8 |
| Edgestream Partners, L.P. |
8 |
| Ontario Teachers Pension Plan Board |
8 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
8 |
| Kemnay Advisory Services Inc. |
8 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
8 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
8 |
| Xact Kapitalforvaltning AB |
8 |
| Carroll Financial Associates, Inc. |
8 |
| Two Roads Shared Trust - Anfield Universal Fixed Income ETF |
8 |
| Danske Bank A/s |
8 |
| UMA Financial Services, Inc. |
8 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
8 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
8 |
| First Hawaiian Bank |
8 |
| TFC Financial Management |
8 |
| Sutton Wealth Advisors Inc. |
8 |
| Zebra Capital Management LLC |
8 |
| Arden Investment Series Trust |
8 |
| Atria Investments Llc |
8 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
8 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
8 |
| IMC-Chicago, LLC |
8 |
| Treasurer of the State of North Carolina |
8 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
8 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
8 |
| TD Waterhouse Canada Inc. |
8 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
8 |
| Wealthspire Advisors, LLC |
8 |
| Toroso Investments, LLC |
8 |
| Nine Chapters Capital Management LLC |
8 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
8 |
| Hemington Wealth Management |
8 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
8 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
8 |
| Credit Agricole S A |
8 |
| Park West Asset Management LLC |
8 |
| Tfo-tdc, Llc |
8 |
| Maryland State Retirement & Pension System |
8 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
8 |
| FinTrust Capital Advisors, LLC |
8 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
8 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
8 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
8 |
| Vantage Consulting Group Inc |
8 |
| Global Retirement Partners, LLC |
8 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
8 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
8 |
| EAM Global Investors LLC |
8 |
| Sofos Investments, Inc. |
8 |
| Pimco Corporate & Income Opportunity Fund |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
8 |
| Alpha DNA Investment Management LLC |
8 |
| Cornerstone Advisors, Inc. |
8 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
8 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
8 |
| Private Capital Group, LLC |
8 |
| Putnam Premier Income Trust |
8 |
| MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
8 |
| First Trust High Income Long/short Fund |
8 |
| Summit Trail Advisors, Llc |
8 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
8 |
| HB Wealth Management, LLC |
8 |
| Interval Partners, LP |
8 |
| CWM Advisors, LLC |
8 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
8 |
| Cetera Advisor Networks LLC |
8 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
8 |
| Gilder Gagnon Howe & Co Llc |
8 |
| GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
8 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
8 |
| Cadence Capital Management Llc |
8 |
| Private Ocean, LLC |
8 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
8 |
| Hutchin Hill Capital, LP |
8 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
8 |
| Dreman Value Management, L L C |
8 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
8 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
8 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
8 |
| Leonteq Securities AG |
8 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
8 |
| Spire Wealth Management |
8 |
| VTL Associates, LLC |
8 |
| Wealthspire Advisors, L.P. |
8 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
8 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
8 |
| Torren Management, LLC |
8 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
8 |
| Matarin Capital Management, LLC |
8 |
| Swiss Life Asset Management Ltd |
8 |
| Venturi Wealth Management, LLC |
8 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
8 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
8 |
| Profunds - Profund Vp Small-cap |
8 |
| Profunds - Profund Vp Ultrasmall-cap |
8 |
| Oppenheimer Asset Management Inc. |
8 |
| Virtus Global Dividend & Income Fund Inc. |
8 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
8 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
8 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
8 |
| Counterpoint Mutual Funds LLC |
8 |
| Riverhead Capital Management Llc |
8 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
8 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
8 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
| Rehmann Capital Advisory Group |
8 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
8 |
| HFM Investment Advisors, LLC |
8 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
8 |
| Cetera Investment Advisers |
8 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
8 |
| Analytic Investors, LLC |
8 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
8 |
| PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF |
8 |
| DiNuzzo Private Wealth, Inc. |
8 |
| Rafferty Asset Management, LLC |
8 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
8 |
| Catalyst Capital Advisors LLC |
8 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
8 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
8 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
8 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
8 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
8 |
| Deere & Co |
8 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
8 |
| Css Llc/il |
8 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
8 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
8 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
8 |
| Bayforest Capital Ltd |
8 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
8 |
| People's United Financial, Inc. |
8 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
8 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
8 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
8 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
8 |
| DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio |
8 |
| BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
8 |
| Cambridge Investment Research Advisors, Inc. |
8 |
| C M Bidwell & Associates Ltd |
8 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
8 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
8 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
8 |
| Mml Investors Services, Llc |
8 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
8 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
8 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
8 |
| R Squared Ltd |
8 |
| Bare Financial Services, Inc |
8 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
8 |
| SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
8 |
| YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF |
8 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
8 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
8 |
| Schubert & Co |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
8 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
8 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
8 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
8 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
8 |
| Catalyst Funds Management Pty Ltd |
8 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
8 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
8 |
| Steward Financial Group LLC |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
8 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
8 |
| Headlands Technologies LLC |
8 |
| Core Bond Portfolio - Core Bond Portfolio |
8 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
8 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
8 |
| Numerai GP LLC |
8 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
8 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
8 |
| SageView Advisory Group, LLC |
8 |
| Point72 Middle East FZE |
8 |
| Visium Asset Management, LP |
8 |
| Nebula Research & Development LLC |
8 |
| Hantz Financial Services, Inc. |
8 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
8 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
8 |
| EA Series Trust |
8 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
8 |
| CVA Family Office, LLC |
8 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
8 |
| Orion Portfolio Solutions, LLC |
8 |
| Patriot Financial Group Insurance Agency, LLC |
8 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
8 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
8 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
8 |
| Jupiter Asset Management Ltd |
8 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
8 |
| Brown Advisory Inc |
8 |
| Summit Global Investments |
8 |
| Stephens Inc /ar/ |
8 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
8 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
8 |
| Burney Co/ |
8 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
8 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
8 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
8 |
| Convergence Investment Partners, LLC |
8 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
8 |
| Twin Tree Management, LP |
8 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
8 |
| TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
8 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
8 |
| Artemis Investment Management LLP |
8 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
8 |
| Farmers & Merchants Investments Inc |
8 |
| Bowling Portfolio Management LLC |
8 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
8 |
| Hartford Series Fund Inc |
8 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
8 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
8 |
| Systematic Financial Management Lp |
8 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
7 |
| Northern Trust Co Of Connecticut |
7 |
| MUFG Securities EMEA plc |
7 |
| Second Curve Capital Llc |
7 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
7 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
| Avion Wealth |
7 |
| Mason Street Advisors, Llc |
7 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
7 |
| Columbus Circle Investors |
7 |
| EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
7 |
| Savant Capital, LLC |
7 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
7 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
7 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
7 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
7 |
| Point72 Europe (London) LLP |
7 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
7 |
| Sowell Financial Services LLC |
7 |
| Pine River Capital Management L.P. |
7 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
7 |
| Clear Harbor Asset Management, LLC |
7 |
| Caisse De Depot Et Placement Du Quebec |
7 |
| Zeke Capital Advisors, Llc |
7 |
| FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF |
7 |
| Carlson Capital L P |
7 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
7 |
| Vanguard Explorer Fund |
7 |
| Smith Asset Management Group Lp |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
7 |
| North Star Investment Management Corp. |
7 |
| Griffin Institutional Access Credit Fund |
7 |
| GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares |
7 |
| Wealth Preservation Advisors, LLC |
7 |
| Hancock Whitney Corp |
7 |
| USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares |
7 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
7 |
| Voleon Capital Management Lp |
7 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
7 |
| Pictet Asset Management Ltd |
7 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
7 |
| John Hancock Collateral Trust - John Hancock Collateral Trust |
7 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
7 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
7 |
| Cloud Capital Management, LLC |
7 |
| Westfield Capital Management Co Lp |
7 |
| Macroview Investment Management Llc |
7 |
| AHL Partners LLP |
7 |
| IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A |
7 |
| Bridgewater Associates, LP |
7 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
7 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
7 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
7 |
| Pimco Corporate & Income Strategy Fund |
7 |
| Sequoia Financial Advisors, LLC |
7 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
7 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
7 |
| Claris Advisors, Llc / Mo / |
7 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
7 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
7 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
7 |
| Mutual Of America Capital Management Llc |
7 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
7 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
7 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
7 |
| Commerzbank Aktiengesellschaft /fi |
7 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
7 |
| Barings Llc |
7 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| Yousif Capital Management, Llc |
7 |
| MorganRosel Wealth Management, LLC |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
7 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
7 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
7 |
| Compagnie Lombard Odier SCmA |
7 |
| Fs Credit Income Fund |
7 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
7 |
| Everence Capital Management Inc |
7 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
7 |
| Princeton Alpha Management LP |
7 |
| Pimco Dynamic Income Fund |
7 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
7 |
| Sherbrooke Park Advisers Llc |
7 |
| Advisors Preferred, LLC |
7 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
7 |
| Pimco Income Strategy Fund |
7 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
7 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
7 |
| Atlas Capital Advisors Llc |
7 |
| Flagship Harbor Advisors, Llc |
7 |
| Advisory Research Inc |
7 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
7 |
| Tcw Group Inc |
7 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
7 |
| Synovus Financial Corp |
7 |
| Valued Wealth Advisors LLC |
7 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
7 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
7 |
| nVerses Capital, LLC |
7 |
| Fsi Group, Llc |
7 |
| Pinz Capital Management, LP |
7 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
7 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
7 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
7 |
| Invictus RG |
7 |
| Diametric Capital, LP |
7 |
| CSat Investment Advisory, L.P. |
7 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
7 |
| Readystate Asset Management Lp |
7 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
7 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
7 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
7 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
7 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
| Cambria Investment Management, L.P. |
7 |
| HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares |
7 |
| BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
7 |
| Wasatch Advisors Inc |
7 |
| Belvedere Trading LLC |
7 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
7 |
| Sanctuary Advisors, LLC |
7 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
7 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
7 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
7 |
| Global Financial Private Client, LLC |
7 |
| Old Mission Capital Llc |
7 |
| Calamos Advisors LLC |
7 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
7 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
7 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
7 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
7 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
7 |
| Great Lakes Advisors, Llc |
7 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
7 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
7 |
| Sound Income Strategies, LLC |
7 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
7 |
| Advisors Asset Management, Inc. |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 |
7 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
7 |
| Nuveen High Income November 2021 Target Term Fund |
7 |
| Northwestern Mutual Investment Management Company, Llc |
7 |
| Athanor Capital, Lp |
7 |
| Qrg Capital Management, Inc. |
7 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
7 |
| Adage Capital Partners Gp, L.l.c. |
7 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
7 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
7 |
| Manchester Capital Management LLC |
7 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
7 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
7 |
| JNBA Financial Advisors |
7 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
7 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
7 |
| PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) |
7 |
| Bay Harbor Wealth Management, LLC |
7 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
7 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
7 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
7 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
7 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
7 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
7 |
| Parametrica Management Ltd |
7 |
| DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class |
7 |
| AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
7 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
7 |
| Steel Peak Wealth Management LLC |
7 |
| Wedbush Securities Inc |
7 |
| K2 Principal Fund, L.p. |
7 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
7 |
| 361 Capital Llc |
7 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
7 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
7 |
| American Portfolios Advisors |
7 |
| Koshinski Asset Management, Inc. |
7 |
| EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
7 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
7 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
7 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
7 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
7 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
7 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
7 |
| Levin Capital Strategies, L.p. |
7 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
7 |
| Winslow, Evans & Crocker, Inc. |
7 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
7 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
7 |
| ClearAlpha Technologies LP |
7 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
7 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
7 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
7 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
7 |
| Bogart Wealth, LLC |
7 |
| VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF |
7 |
| Harvest Capital Strategies LLC |
7 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
7 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
7 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
7 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
7 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
7 |
| Td Private Client Wealth Llc |
7 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
7 |
| Comerica Securities,inc. |
7 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
7 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
7 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
7 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
7 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
7 |
| Profund Advisors Llc |
7 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
7 |
| CoreCap Advisors, LLC |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
7 |
| Leuthold Group, Llc |
7 |
| Polar Asset Management Partners Inc. |
7 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
7 |
| Dfa Investment Trust Co - The Emerging Markets Series |
7 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
7 |
| AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
7 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
7 |
| Standard Life Aberdeen plc |
7 |
| Calvert Investment Management, Inc. |
7 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
7 |
| Royce Value Trust Inc |
7 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
7 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
7 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
7 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
7 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
7 |
| Cipher Capital LP |
7 |
| Riverview Trust Co |
7 |
| Polianta Ltd |
7 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
7 |
| Hartford Investment Management Co |
7 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
7 |
| Enterprise Financial Services Corp |
7 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
7 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
7 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
7 |
| Ascend Capital, Llc |
7 |
| Prestige Wealth Management Group LLC |
7 |
| Meadow Creek Investment Management LLC |
7 |
| Sonora Investment Management, LLC |
7 |
| AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A |
7 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
7 |
| BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
7 |
| Sumitomo Mitsui Trust Holdings, Inc. |
7 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
7 |
| Earnest Partners Llc |
7 |
| Hanseatic Management Services Inc |
7 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
7 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
7 |
| Oregon Public Employees Retirement Fund |
7 |
| Pearl River Capital, LLC |
7 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
7 |
| Elkfork Partners LLC |
7 |
| MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L |
7 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
7 |
| UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares |
7 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
7 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
7 |
| Clearbridge Investments, LLC |
7 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
7 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
7 |
| Underlying Funds Trust |
7 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
7 |
| INDA - iSHARES TRUST - iShares MSCI India ETF |
7 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
| VCSMX - VALIC Co I - Small Cap Fund |
7 |
| Prospera Financial Services Inc |
7 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
7 |
| Harbor Investment Advisory, Llc |
7 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
7 |
| BKF - iShares, Inc. - iShares MSCI BRIC ETF |
7 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
7 |
| IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF |
7 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
7 |
| EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
7 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
7 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
7 |
| MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L |
7 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
7 |
| Yorktown Management & Research Co Inc |
7 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
7 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
7 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
7 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
7 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
7 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
7 |
| SAC Capital Advisors LP |
7 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
7 |
| MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A |
7 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
7 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
7 |
| Sawtooth Solutions, LLC |
7 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
7 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
7 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
7 |
| International Assets Investment Management, Llc |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
7 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
7 |
| Samlyn Capital, Llc |
7 |
| Continental Advisors Llc |
7 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
7 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
7 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
7 |
| Emerald Advisers, Llc |
7 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
7 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
7 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
7 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
7 |
| JBF Capital, Inc. |
7 |
| Transamerica Financial Advisors, Inc. |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
7 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
7 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
7 |
| Paradigm Asset Management Co Llc |
7 |
| Barrow Hanley Mewhinney & Strauss Llc |
7 |
| Kingdon Capital Management, L.l.c. |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
7 |
| Prudential Plc |
7 |
| ClariVest Asset Management LLC |
7 |
| Continuum Advisory, LLC |
7 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
7 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
7 |
| First Mercantile Trust Co |
7 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
7 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
7 |
| Amundi Pioneer Asset Management Inc |
7 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
7 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
7 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
7 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
7 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
7 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
7 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
7 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
7 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
7 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
7 |
| Clough Global Opportunities Fund |
7 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
7 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
7 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
7 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
7 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
7 |
| L & S Advisors Inc |
7 |
| MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
7 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
7 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
7 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
7 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
7 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
7 |
| AGF Investments LLC |
7 |
| MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L |
7 |
| MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L |
7 |
| Meridian Wealth Partners, LLC |
7 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
7 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
7 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
7 |
| Clough Global Equity Fund |
7 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
7 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
7 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
7 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
7 |
| Trust For Advisor Solutions |
7 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
7 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
7 |
| IBM Retirement Fund |
7 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
7 |
| Quinn Opportunity Partners LLC |
7 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
7 |
| Mirabella Financial Services Llp |
7 |
| GV Financial Advisors |
7 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
7 |
| DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
7 |
| DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
7 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
7 |
| 1832 Asset Management L.P. |
7 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
7 |
| Zweig-DiMenna Associates LLC |
7 |
| INDF - EXCHANGE TRADED CONCEPTS TRUST - Nifty India Financials ETF |
7 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
7 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
7 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
7 |
| ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
7 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
7 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
7 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
7 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
7 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
7 |
| Boston Private Wealth Llc |
7 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
7 |
| GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
6 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
6 |
| SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
6 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
6 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
6 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
6 |
| Valley National Advisers Inc |
6 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
6 |
| Suntrust Banks Inc |
6 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
6 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
6 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
6 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
6 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
6 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
6 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
6 |
| Mangrove Partners |
6 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
6 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
6 |
| Toth Financial Advisory Corp |
6 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
6 |
| FJ Capital Management LLC |
6 |
| Regions Financial Corp |
6 |
| DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I |
6 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
6 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
6 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
6 |
| Capital One, National Association |
6 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
6 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
6 |
| Portolan Capital Management, LLC |
6 |
| Brookfield Asset Management Inc. |
6 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
6 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
6 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
6 |
| SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A |
6 |
| Oak Thistle LLC |
6 |
| Fieldpoint Private Securities, LLC |
6 |
| RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
6 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
6 |
| Armistice Capital, Llc |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
6 |
| TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares |
6 |
| JPL Wealth Management, LLC |
6 |
| GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI |
6 |
| Irish Life Investment Managers Ltd. |
6 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
6 |
| Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A |
6 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
6 |
| XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
6 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
6 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
6 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
6 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
6 |
| Chicago Partners Investment Group LLC |
6 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
6 |
| American Funds Insurance Series |
6 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
6 |
| VCGAX - VALIC Co I - Growth & Income Fund |
6 |
| IndexIQ Advisors LLC |
6 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
6 |
| AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A |
6 |
| Jacobi Capital Management LLC |
6 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
6 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
6 |
| Alaska Permanent Fund Corp |
6 |
| GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
6 |
| Elite Wealth Management, Inc. |
6 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
6 |
| Tuttle Tactical Management LLC |
6 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
6 |
| Ing Groep Nv |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
6 |
| Evoke Wealth, Llc |
6 |
| Delaware Management Holdings, Inc. |
6 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
6 |
| Weiss Multi-Strategy Advisers LLC |
6 |
| Voya Emerging Markets High Dividend Equity Fund |
6 |
| Jackson Creek Investment Advisors LLC |
6 |
| Shepherd Kaplan Krochuk, Llc |
6 |
| Hexagon Capital Partners LLC |
6 |
| Bartlett & Co. Wealth Management Llc |
6 |
| HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia |
6 |
| Bluefin Capital Management, Llc |
6 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
6 |
| Voya Asia Pacific High Dividend Equity Income Fund |
6 |
| Royal London Asset Management Ltd |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
6 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
6 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
6 |
| BlackRock Capital Allocation Trust |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
6 |
| Leap Investments Lp |
6 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
6 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
6 |
| Coatue Management Llc |
6 |
| 683 Capital Management, LLC |
6 |
| MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
6 |
| Pcm Fund, Inc. |
6 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
6 |
| Machina Capital S.a.s. |
6 |
| KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
6 |
| Nantahala Capital Management, LLC |
6 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
6 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
6 |
| Municipal Employees' Retirement System of Michigan |
6 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
6 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
6 |
| Integral Derivatives, LLC |
6 |
| Evergreen Capital Management Llc |
6 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
6 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
6 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
6 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
6 |
| Wealthfront Advisers Llc |
6 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
6 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
6 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
6 |
| Parkwood LLC |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| Horizon Investments, LLC |
6 |
| XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
6 |
| Salomon & Ludwin, LLC |
6 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
6 |
| Endurance Wealth Management, Inc. |
6 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
6 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
6 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
6 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
6 |
| Northpointe Capital Llc |
6 |
| PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 |
6 |
| Wealthcare Advisory Partners LLC |
6 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
6 |
| Ossiam |
6 |
| Weld Capital Management Llc |
6 |
| GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
6 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
6 |
| PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A |
6 |
| Tarbox Family Office, Inc. |
6 |
| Aristeia Capital Llc |
6 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
6 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
6 |
| Ameritas Investment Corp |
6 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
6 |
| Duality Advisers, Lp |
6 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
6 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
6 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
6 |
| PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) |
6 |
| Tyers Asset Management LLC |
6 |
| PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
6 |
| State Of Michigan Retirement System |
6 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
6 |
| Aviva Plc |
6 |
| Wiley Bros.-aintree Capital, Llc |
6 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
6 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
6 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
6 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
6 |
| Allianzgi Convertible & Income Fund Ii |
6 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
6 |
| Allianzgi Convertible & Income Fund |
6 |
| Forum Funds |
6 |
| Seawolf Capital, LLC |
6 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
6 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
6 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
6 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund |
6 |
| PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
6 |
| Worldquant Millennium Advisors Llc |
6 |
| Icon Advisers Inc/co |
6 |
| Mather Group, Llc. |
6 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
6 |
| Baird Financial Group, Inc. |
6 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
6 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
6 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
6 |
| Blackrock Multi-sector Opportunities Trust |
6 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
6 |
| Optimum Investment Advisors |
6 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
6 |
| MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class |
6 |
| Independent Advisor Alliance |
6 |
| Oppenheimer & Co Inc |
6 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
6 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
6 |
| Tocqueville Asset Management L.p. |
6 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
6 |
| BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| Qs Batterymarch Financial Management, Inc |
6 |
| Roosevelt Investment Group Llc |
6 |
| Carolina Wealth Advisors, LLC |
6 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
6 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
6 |
| MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
6 |
| NorthCoast Asset Management LLC |
6 |
| Gamco Investors, Inc. Et Al |
6 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
6 |
| Cetera Advisors LLC |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
6 |
| Origin Asset Management LLP |
6 |
| Dorsey Wright & Associates |
6 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
6 |
| Petrus Trust Company, LTA |
6 |
| CENTRAL TRUST Co |
6 |
| Buckingham Strategic Partners |
6 |
| EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M |
6 |
| Clark Capital Management Group, Inc. |
6 |
| Merit Financial Group, LLC |
6 |
| Jacobs Asset Management, Llc |
6 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
6 |
| Financial Gravity Companies, Inc. |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
6 |
| Redwood Investment Management, Llc |
6 |
| PineBridge Investments, L.P. |
6 |
| FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares |
6 |
| Waratah Capital Advisors Ltd. |
6 |
| JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF |
6 |
| AdvisorShares Investments LLC |
6 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
6 |
| Financial Management Professionals, Inc. |
6 |
| MQS Management LLC |
6 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
6 |
| CenterStar Asset Management, LLC |
6 |
| BerganKDV Wealth Management, LLC |
6 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
6 |
| Asset Dedication, LLC |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
6 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
6 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
6 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
6 |
| Allianzgi Diversified Income & Convertible Fund |
6 |
| Brighton Jones Llc |
6 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
6 |
| OP Asset Management Ltd |
6 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
6 |
| Whitebox Advisors Llc |
6 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
6 |
| Signature Equity Partners, LLC |
6 |
| Seacrest Wealth Management, Llc |
6 |
| Symphony Asset Management Llc |
6 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
6 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
6 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
6 |
| Guggenheim Credit Allocation Fund |
6 |
| Guardian Wealth Advisors, LLC |
6 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
6 |
| AE Wealth Management LLC |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
6 |
| Natixis Advisors, L.p. |
6 |
| Basswood Capital Management, L.l.c. |
6 |
| Pallas Capital Advisors LLC |
6 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
6 |
| XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
6 |
| Gideon Capital Advisors, Inc. |
6 |
| Vise Technologies, Inc. |
6 |
| UniSuper Management Pty Ltd |
6 |
| CIBC Bancorp USA Inc. |
6 |
| FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund |
6 |
| Osterweis Capital Management Inc |
6 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
6 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| Sachetta, LLC |
6 |
| Marex Group plc |
6 |
| Checchi Capital Advisers, LLC |
6 |
| Arkadios Wealth Advisors |
6 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
6 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
6 |
| JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
6 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
6 |
| DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
6 |
| Cantab Capital Partners LLP |
6 |
| ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
6 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
6 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
6 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
6 |
| EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
6 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
6 |
| PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
6 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
6 |
| EJF Capital LLC |
6 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
6 |
| Ritholtz Wealth Management |
6 |
| Vanguard Morgan Growth Fund |
6 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
6 |
| Gillson Capital LP |
6 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
6 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
6 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
6 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
6 |
| Citizens Financial Group Inc/ri |
6 |
| Columbia Partners L L C Investment Management |
6 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
6 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
6 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
6 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
6 |
| Sun Life Financial Inc |
6 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
6 |
| Gradient Investments LLC |
6 |
| Horizon Investment Services, LLC |
6 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
6 |
| Eqis Capital Management, Inc. |
6 |
| Commerce Bank |
6 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
6 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
6 |
| Newbridge Financial Services Group, Inc. |
6 |
| Activest Wealth Management |
6 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
6 |
| BRYN MAWR TRUST Co |
6 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
6 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
6 |
| Vermillion Wealth Management, Inc. |
6 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
6 |
| Freestone Grove Partners LP |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
6 |
| ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
6 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
6 |
| Sanctuary Wealth Advisors, LLC |
6 |
| FIL Ltd |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
6 |
| Fieldview Capital Management, LLC |
6 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
6 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
6 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
6 |
| Invictus RG Pte. Ltd. |
6 |
| Oppenheimer Quest For Value Funds |
6 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
6 |
| LS Investment Advisors, LLC |
6 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
6 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
6 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
6 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
6 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
6 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
6 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
6 |
| SECOR Capital Advisors, LP |
6 |
| Atlantic Trust, LLC |
6 |
| Old Mutual Global Investors (UK) Ltd. |
6 |
| Global X Management CO LLC |
6 |
| Focused Wealth Management, Inc |
6 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
6 |
| William Blair Investment Management, Llc |
6 |
| Semanteon Capital Management, LP |
6 |
| Rsm Us Wealth Management Llc |
6 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
6 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
6 |
| Spot Trading L.l.c. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
6 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
6 |
| FundVantage Trust - Verplanck Balanced Fund |
6 |
| Bruce G. Allen Investments, LLC |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
6 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
6 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
6 |
| JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I |
6 |
| Rossby Financial, LCC |
6 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
6 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
6 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
6 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
6 |
| COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F |
6 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
| Virtus Global Multi-sector Income Fund |
6 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
6 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
6 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
6 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
| HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I |
6 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
6 |
| Cribstone Capital Management, LLC |
6 |
| Donoghue Forlines LLC |
6 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
6 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
6 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
6 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
6 |
| Dunhill Financial, LLC |
6 |
| Csenge Advisory Group |
6 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
6 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
6 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
6 |
| GHP Investment Advisors, Inc. |
6 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
6 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
6 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
6 |
| PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
6 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
6 |
| Thompson Siegel & Walmsley Llc |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
6 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
6 |
| Sandler Capital Management |
6 |
| PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
6 |
| Rational Advisors Llc |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative |
6 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
6 |
| Howe & Rusling Inc |
6 |
| Arlington Partners LLC |
6 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
6 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
6 |
| New York Life Investment Management Llc |
6 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
6 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
6 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
6 |
| EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
6 |
| Jaffetilchin Investment Partners, LLC |
6 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
6 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
6 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
6 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
6 |
| Pimco Flexible Credit Income Fund |
6 |
| Intellectus Partners, LLC |
6 |
| Rainier Investment Management Mutual Funds |
6 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
6 |
| Parkworth Wealth Management, Inc. |
6 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
6 |
| FNY Partners Fund LP |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
| Susquehanna Portfolio Strategies, LLC |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
6 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
6 |
| Rise Advisors, LLC |
6 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
6 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
5 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
5 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
5 |
| IYG - iSHARES TRUST - iShares U.S. Financial Services ETF |
5 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
5 |
| IYF - iSHARES TRUST - iShares U.S. Financials ETF |
5 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
5 |
| VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF |
5 |
| Lombard Odier Asset Management (Switzerland) SA |
5 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
5 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
5 |
| Fred Alger Management, Llc |
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 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
5 |
| Bluefin Trading, LLC |
5 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
5 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
5 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
5 |
| Sciencast Management LP |
5 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
5 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
5 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
5 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
5 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
5 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
5 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
5 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
5 |
| Cahill Financial Advisors Inc |
5 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
5 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
5 |
| Advance Capital I Inc |
5 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
| EverPoint Asset Management, LLC |
5 |
| CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
5 |
| FNPIX - Profunds - Financials Ultrasector Profund Investor Class |
5 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
5 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
5 |
| Prospect Capital Advisors, LLC |
5 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
5 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
5 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
5 |
| Clovis Capital Management Lp |
5 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
5 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
5 |
| VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF |
5 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
5 |
| BNP Paribas Investment Partners S.A. |
5 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
5 |
| Shelton Capital Management |
5 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
5 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
5 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
5 |
| Placemark Investments, Inc. |
5 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
5 |
| Texas Permanent School Fund |
5 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
| Man Investments Ltd |
5 |
| FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio |
5 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
5 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
5 |
| FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio |
5 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
5 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
5 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
5 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
5 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
5 |
| Tsfg, Llc |
5 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
5 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
5 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
5 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
5 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
5 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
5 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
| Edmond De Rothschild Holding S.a. |
5 |
| GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF |
5 |
| VBCVX - VALIC Co I - Systematic Value Fund |
5 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
5 |
| UYG - PROSHARES TRUST - ProShares Ultra Financials |
5 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
5 |
| HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I |
5 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
5 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
5 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
5 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
5 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
5 |
| Stone House Investment Management, LLC |
5 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
5 |
| Avantax Planning Partners, Inc. |
5 |
| WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class |
5 |
| ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
5 |
| SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF |
5 |
| BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF |
5 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
5 |
| Kingsview Wealth Management, LLC |
5 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
5 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
5 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
5 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
5 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
5 |
| JJJ Advisors Inc. |
5 |
| Mason Street Advisors, Llc |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| Flinton Capital Management LLC |
5 |
| San Francisco Sentry Investment Group (ca) |
5 |
| ETPA - Managed Portfolio Series - Tortoise Digital Payments Infrastructure Fund |
5 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
5 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
5 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
5 |
| Lee Financial Co |
5 |
| Rathbone Brothers plc |
5 |
| IHT Wealth Management, LLC |
5 |
| Glen Harbor Capital Management LLC |
5 |
| Neuburgh Advisers LLC |
5 |
| Gyon Technologies Capital Management, LP |
5 |
| No Street GP LP |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
5 |
| General Motors Investment Management Corp |
5 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
5 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
5 |
| Caas Capital Management Lp |
5 |
| Regentatlantic Capital Llc |
5 |
| MBEQX - M FUND INC - M International Equity Fund |
5 |
| BRC Investment Management LLC |
5 |
| Algebris (uk) Ltd |
5 |
| Monarch Partners Asset Management LLC |
5 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
5 |
| Unison Advisors LLC |
5 |
| NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
5 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
5 |
| Front Row Advisors LLC |
5 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
5 |
| Timber Hill LLC |
5 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
5 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
5 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
5 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
5 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
5 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
5 |
| PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional |
5 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
5 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
5 |
| Quantedge Capital Pte Ltd |
5 |
| Knight Capital Group, Inc. |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
5 |
| Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A |
5 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
5 |
| STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A |
5 |
| Sculptor Capital LP |
5 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
5 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
5 |
| EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
5 |
| TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
5 |
| GPS Wealth Strategies Group, LLC |
5 |
| Full18 Capital LLC |
5 |
| Pimco Income Strategy Fund Ii |
5 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
5 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
5 |
| Childress Capital Advisors, Llc |
5 |
| Coppell Advisory Solutions LLC |
5 |
| IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF |
5 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
5 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
| MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
5 |
| Triumph Capital Management |
5 |
| Eagle Bay Advisors LLC |
5 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
5 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
5 |
| Fiera Capital Corp |
5 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
5 |
| U.S. Capital Wealth Advisors, LLC |
5 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
5 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
5 |
| SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
5 |
| Ameritas Advisory Services, LLC |
5 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
5 |
| HST Ventures, LLC |
5 |
| Cassady Schiller Wealth Management, LLC |
5 |
| TIMOTHY PLAN - Timothy Strategic Variable |
5 |
| CenterBook Partners LP |
5 |
| Pimco Strategic Income Fund, Inc |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
5 |
| Snowden Capital Advisors LLC |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
5 |
| Delphia (USA) Inc. |
5 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
| Tri-continental Corp |
5 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
5 |
| Elequin Capital Lp |
5 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| Raleigh Capital Management Inc. |
5 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
5 |
| Pimco Income Opportunity Fund |
5 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
5 |
| CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares |
5 |
| PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. |
5 |
| BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| Beaird Harris Wealth Management, LLC |
5 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
5 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
| Louisiana State Employees Retirement System |
5 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
5 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
5 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
5 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
5 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
5 |
| Hm Payson & Co |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
5 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
5 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| Blackrock 2022 Global Income Opportunity Trust |
5 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
5 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
5 |
| DV Trading LLC |
5 |
| Mendota Financial Group, LLC |
5 |
| West Tower Group, LLC |
5 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
5 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
5 |
| World Asset Management Inc |
5 |
| Marquette Asset Management, LLC |
5 |
| Regal Investment Advisors LLC |
5 |
| JCSD Capital, LLC |
5 |
| Wexford Capital Lp |
5 |
| PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III |
5 |
| Ada Investment Management, LP |
5 |
| PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. |
5 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
5 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
5 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
5 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
5 |
| VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
5 |
| Boston Advisors Llc |
5 |
| Oppenheimer Global Multi Strategies Fund |
5 |
| Gts Securities Llc |
5 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
5 |
| MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I |
5 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
5 |
| Migdal Insurance & Financial Holdings Ltd. |
5 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
| BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
5 |
| Annis Gardner Whiting Capital Advisors, LLC |
5 |
| Vident Advisory, LLC |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF |
5 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
| Anchor Investment Management, LLC |
5 |
| Sentinel Group Funds Inc |
5 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
5 |
| Hartford Funds Master Fund |
5 |
| Scientech Research LLC |
5 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
5 |
| EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA |
5 |
| Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
5 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
5 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
5 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
5 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
5 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
5 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
| Jpmorgan Trust Iii |
5 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
5 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
5 |
| Northwest & Ethical Investments L.P. |
5 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
5 |
| BlackRock ETF Trust II - BlackRock High Yield ETF |
5 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
5 |
| Highline Wealth Partners Llc |
5 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
| STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I |
5 |
| Curio Wealth, Llc |
5 |
| BIT Capital GmbH |
5 |
| WealthTrak Capital Management LLC |
5 |
| DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| Winton Diversified Opportunities Fund |
5 |
| Keybank National Association/oh |
5 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
5 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
5 |
| GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF |
5 |
| Dogwood Wealth Management LLC |
5 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
5 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
5 |
| RBF Capital, LLC |
5 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
| PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 |
5 |
| Pioneer High Income Trust |
5 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
5 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
5 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
5 |
| Zions Bancorporation, National Association /ut/ |
5 |
| SummitTX Capital, L.P. |
5 |
| QCM Cayman, Ltd. |
5 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
5 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
5 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
5 |
| GLG Partners LP |
5 |
| Raymond James Trust N.a. |
5 |
| Tibra Equities Europe Ltd |
5 |
| Crewe Advisors LLC |
5 |
| Mutual Advisors, LLC |
5 |
| Allen Investment Management LLC |
5 |
| HighVista Strategies LLC |
5 |
| Alphasimplex Group, Llc |
5 |
| Glg Llc |
5 |
| Deer Park Road Corp |
5 |
| First Command Advisory Services, Inc. |
5 |
| Financial Advocates Investment Management |
5 |
| WASHINGTON TRUST Co |
5 |
| Avestar Capital, LLC |
5 |
| Kendall Capital Management |
5 |
| We Are One Seven, LLC |
5 |
| Bank Of Hawaii |
5 |
| Hartford Funds Nextshares Trust |
5 |
| Change Path, LLC |
5 |
| Eagle Asset Management Inc |
5 |
| Mount Yale Investment Advisors, LLC |
5 |
| Truvestments Capital Llc |
5 |
| Hussman Strategic Advisors, Inc. |
5 |
| AlphaMark Advisors, LLC |
5 |
| Capital Research Global Investors |
5 |
| Trust Co Of Vermont |
5 |
| Sepio Capital, LP |
5 |
| Tokio Marine Asset Management Co Ltd |
5 |
| Ardsley Advisory Partners Lp |
5 |
| Harvest Investment Services, LLC |
5 |
| Scotia Capital Inc. |
5 |
| Brinker Capital Investments, LLC |
5 |
| Menta Capital Llc |
5 |
| 1st Global Advisors, Inc. |
5 |
| Kore Private Wealth LLC |
5 |
| DnB Asset Management AS |
5 |
| Algebris Investments (UK) LLP |
5 |
| Golden State Wealth Management, LLC |
5 |
| Vestmark Advisory Solutions, Inc. |
5 |
| Coastal Investment Advisors, Inc. |
5 |
| Malaga Cove Capital, LLC |
5 |
| Capstone Asset Management Co |
5 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
5 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
5 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
5 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
5 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
5 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
5 |
| West Oak Capital, LLC |
5 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
5 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
| J. Goldman & Co LP |
5 |
| Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
5 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
5 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
5 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
5 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
5 |
| RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class |
5 |
| Alpine Woods Capital Investors, Llc |
5 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
5 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
5 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
5 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
5 |
| Salem Investment Counselors Inc |
5 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
5 |
| ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
5 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
5 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
5 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
5 |
| ETRADE Capital Management LLC |
5 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
5 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
5 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
5 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
5 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
5 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
5 |
| CAPROCK Group, Inc. |
5 |
| JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A |
5 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
5 |
| Global Endowment Management, LP |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
| MCF Advisors LLC |
5 |
| CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class |
5 |
| CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class |
5 |
| Ingalls & Snyder Llc |
5 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
5 |
| RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
5 |
| State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Portfolio II |
5 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
5 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
5 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
5 |
| Rs Investment Trust |
5 |
| Lingohr & Partner Asset Management GmbH |
5 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
5 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
5 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
5 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class |
5 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
5 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
5 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
5 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
5 |
| Seizert Capital Partners, Llc |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
5 |
| Corsair Capital Management, L.p. |
5 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
5 |
| Wetherby Asset Management Inc |
5 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
5 |
| Discovery Capital Management, Llc / Ct |
5 |
| Cowen Group, Inc. |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class |
5 |
| Estabrook Capital Management |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
5 |
| Echo Street Capital Management LLC |
5 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
5 |
| Passport Capital, LLC |
5 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
5 |
| Liberty Mutual Group Asset Management Inc. |
5 |
| Gabelli Funds Llc |
5 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
5 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
5 |
| JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF |
5 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
5 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
5 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
5 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
5 |
| Wbi Investments, Inc. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
5 |
| Mv Capital Management, Inc. |
5 |
| PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional |
5 |
| PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional |
5 |
| Harel Insurance Investments & Financial Services Ltd. |
5 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
5 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
5 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
5 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
5 |
| XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
5 |
| Virginia Retirement System |
5 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
5 |
| Atlantic Union Bankshares Corp |
5 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
5 |
| Handelsinvest Investeringsforvaltning |
5 |
| Penn Capital Management Co Inc |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
5 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
5 |
| Brave Warrior Advisors, LLC |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
5 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
5 |
| BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class |
5 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
5 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
5 |
| Banque Pictet & Cie Sa |
5 |
| Segantii Capital Management Ltd |
5 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
5 |
| LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A |
5 |
| WFG Advisors, LP |
5 |
| J.Safra Asset Management Corp |
5 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
5 |
| Profunds - Profund Vp Financials |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| National Planning Corp |
5 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
5 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
5 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
5 |
| Davidson Kempner Capital Management Lp |
5 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
5 |
| U S Global Investors Inc |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
5 |
| Turner Investments, L.p. |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
5 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
5 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
5 |
| HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A |
5 |
| MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A |
5 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
5 |
| Dana Investment Advisors, Inc. |
5 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
5 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
5 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
5 |
| Apollo Management Holdings, L.P. |
5 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
5 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
5 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
5 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
5 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
5 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
5 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
5 |
| Driehaus Capital Management Llc |
5 |
| DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class |
5 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
5 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
5 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
5 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
5 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
5 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
5 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
5 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
5 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
5 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
5 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
5 |
| FEDERATED CORE TRUST - Emerging Markets Core Fund |
5 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
5 |
| HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
5 |
| Stone Ridge Asset Management LLC |
5 |
| Wealthfront Inc |
5 |
| Hotchkis & Wiley Capital Management Llc |
5 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
5 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
5 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
5 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
5 |
| Nicholas Investment Partners, LP |
5 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
5 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
5 |
| Signet Financial Management, Llc |
5 |
| FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A |
5 |
| PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) |
5 |
| PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
5 |
| PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
5 |
| Tlp Group Llc |
5 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
5 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
5 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
5 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
5 |
| EULAV Asset Management |
5 |
| ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS |
5 |
| Phocas Financial Corp. |
4 |
| Sandy Spring Bank |
4 |
| Icon Wealth Partners, LLC |
4 |
| JS Capital Management LLC |
4 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
4 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
4 |
| Turning Point Benefit Group, Inc. |
4 |
| Friedenthal Financial |
4 |
| OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class |
4 |
| Quotient Investors, LLC |
4 |
| Andra AP-fonden |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| Western Asset High Income Fund Ii Inc. |
4 |
| Delpha Capital Management, Llc |
4 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
4 |
| BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class |
4 |
| Cerebellum GP, LLC |
4 |
| Whipplewood Advisors, LLC |
4 |
| Alpine Series Trust |
4 |
| Essex Financial Services, Inc. |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
4 |
| Kilter Group LLC |
4 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
4 |
| Par Capital Management Inc |
4 |
| AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
4 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
4 |
| Gerber Kawasaki Wealth & Investment Management |
4 |
| LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
4 |
| Islet Management, LP |
4 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
4 |
| Integrated Wealth Management |
4 |
| LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income |
4 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
4 |
| FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund |
4 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
4 |
| Shapiro Robert N |
4 |
| Palestra Capital Management LLC |
4 |
| FIFIX - First Investors Income Funds - First Investors Fund For Income Class A |
4 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
4 |
| Securian Funds Trust - SFT Dynamic Managed Volatility Fund |
4 |
| Veritable, L.P. |
4 |
| EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
4 |
| Mork Capital Management, LLC |
4 |
| Fir Tree Capital Management Lp |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| Johnson Financial Group, Inc. |
4 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
4 |
| Lake Point Wealth Management |
4 |
| PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
4 |
| DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
4 |
| YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| Mendon Capital Advisors Corp |
4 |
| Kcm Investment Advisors Llc |
4 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
| ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares |
4 |
| Bartlett & Co. LLC |
4 |
| Calamos Wealth Management LLC |
4 |
| Washington Trust Bank |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| Heritage Wealth Management, Llc |
4 |
| Ridgeworth Funds |
4 |
| Rs Variable Products Trust |
4 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
4 |
| LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A |
4 |
| Brookstone Capital Management |
4 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| Voya Global Advantage & Premium Opportunity Fund |
4 |
| Actinver Wealth Management, Inc. |
4 |
| ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
4 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
4 |
| Ankerstar Wealth, LLC |
4 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
4 |
| Meridian Wealth Management, LLC |
4 |
| REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF |
4 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
4 |
| Friess Associates Llc |
4 |
| Kentucky Retirement Systems Insurance Trust Fund |
4 |
| G2 Investment Partners Management LLC |
4 |
| LRI Investments, LLC |
4 |
| Balasa Dinverno & Foltz Llc |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| Trellus Management Company, LLC |
4 |
| Columbia Wanger Asset Management Llc |
4 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
4 |
| RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
4 |
| Amerivest Investment Management LLC |
4 |
| Symmetry Partners, LLC |
4 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
| ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
4 |
| DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A |
4 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
4 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
4 |
| Ibex Investors LLC |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF |
4 |
| Nissay Asset Management Corp /japan/ /adv |
4 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
4 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
4 |
| Winmill & Co. Inc |
4 |
| Aureus Asset Management, LLC |
4 |
| GoalVest Advisory LLC |
4 |
| PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I |
4 |
| CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund |
4 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
4 |
| SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF |
4 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
4 |
| Hilltop Holdings Inc. |
4 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
4 |
| Private Advisory Group LLC |
4 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
4 |
| Resources Investment Advisors, LLC. |
4 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
4 |
| Kovitz Investment Group Partners, LLC |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
4 |
| Leavell Investment Management, Inc. |
4 |
| Aviance Capital Management, Llc |
4 |
| Duquesne Family Office LLC |
4 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
4 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
4 |
| Kowal Investment Group, LLC |
4 |
| Measured Wealth Private Client Group, LLC |
4 |
| Bb&t Investment Services, Inc. |
4 |
| Paragon Capital Management Ltd |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
4 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
4 |
| Greenleaf Trust |
4 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
4 |
| Kestra Private Wealth Services, Llc |
4 |
| BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund |
4 |
| FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 |
4 |
| Park Avenue Securities Llc |
4 |
| Viking Global Investors Lp |
4 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
4 |
| Sumitomo Life Insurance Co |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| Westwood Holdings Group Inc |
4 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
4 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
4 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
4 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
4 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
4 |
| ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class |
4 |
| ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class |
4 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
4 |
| Odyssean, LLC |
4 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
4 |
| WealthTrust-Arizona, LLC |
4 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
4 |
| NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
4 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
4 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
4 |
| Ninety One UK Ltd |
4 |
| PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional |
4 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
4 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
4 |
| ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
4 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
4 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
4 |
| Intrinsic Edge Capital Management LLC |
4 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
4 |
| S&t Bank/pa |
4 |
| Harbour Capital Advisors, LLC |
4 |
| PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF |
4 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
4 |
| Standard Life Investments LTD |
4 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
4 |
| Key FInancial Inc |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 |
4 |
| PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional |
4 |
| PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A |
4 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
4 |
| Park National Corp /oh/ |
4 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
4 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
4 |
| Legacy Wealth Managment, LLC/ID |
4 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
4 |
| Bryce Point Capital, LLC |
4 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A |
4 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
4 |
| PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
4 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
4 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class |
4 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
4 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
4 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
4 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
4 |
| Saba Capital Management, L.P. |
4 |
| PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
4 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
4 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
4 |
| Buckingham Strategic Wealth, Llc |
4 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
4 |
| Janus Capital Management Llc |
4 |
| Prescott Investors Profit Sharing Trust |
4 |
| PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class |
4 |
| PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
4 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
4 |
| Waldron Private Wealth LLC |
4 |
| PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
4 |
| Polymer Capital Management (US) LLC |
4 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
4 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
4 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| Cooper Creek Partners Management Llc |
4 |
| Pensionmark Financial Group, Llc |
4 |
| Easterly Investment Partners Llc |
4 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
4 |
| JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio |
4 |
| PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional |
4 |
| Perigon Wealth Management, LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
4 |
| USVT - Ultimus Managers Trust - US VALUE ETF |
4 |
| Sigma Planning Corp |
4 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
4 |
| ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
4 |
| Nuveen Preferred & Income Opportunities Fund |
4 |
| IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class |
4 |
| PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional |
4 |
| Mcguire Capital Advisors Inc |
4 |
| USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF |
4 |
| TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
4 |
| Cromwell Holdings LLC |
4 |
| Prentiss Smith & Co Inc |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
4 |
| Ogorek Anthony Joseph /ny/ /adv |
4 |
| McIlrath & Eck, LLC |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| BlackRock ESG Capital Allocation Trust |
4 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
4 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
4 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
4 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
4 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
4 |
| LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load |
4 |
| Marathon Trading Investment Management LLC |
4 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
| VIOPX - VALIC Co I - International Opportunities Fund |
4 |
| BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF |
4 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
| Cardinal Capital Management Llc /ct |
4 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
4 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
| Southpoint Capital Advisors LP |
4 |
| Kentucky Retirement Systems |
4 |
| Laffer Investments |
4 |
| Plato Investment Management Ltd |
4 |
| Wilbanks Smith & Thomas Asset Management Llc |
4 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
| Pacitti Group Inc. |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| Baldwin Brothers Inc/ma |
4 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
4 |
| rhino investment partners, Inc |
4 |
| Axiom Investment Management LLC |
4 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
4 |
| Gupta Wealth Management LLC |
4 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
4 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
4 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
4 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
4 |
| Bank Julius Baer & Co. Ltd, Zurich |
4 |
| Aviance Capital Partners, LLC |
4 |
| Engle Capital Management, L.P. |
4 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
4 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
4 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
4 |
| PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P |
4 |
| Retirement Wealth Solutions LLC |
4 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
4 |
| JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF |
4 |
| Neo Ivy Capital Management |
4 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
4 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
4 |
| Palisade Capital Management Llc/nj |
4 |
| Rakuten Securities, Inc. |
4 |
| Royal Fund Management, LLC |
4 |
| AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class |
4 |
| FineMark National Bank & Trust |
4 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
4 |
| Agf Management Ltd |
4 |
| Camden Capital, LLC |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
| Farringdon Capital, Ltd. |
4 |
| Capital International Investors |
4 |
| Usca Ria Llc |
4 |
| Pimco Global Stocksplus & Income Fund |
4 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
4 |
| AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF |
4 |
| First Allied Advisory Services, Inc. |
4 |
| STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund |
4 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
4 |
| Bfsg, Llc |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
4 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
4 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
4 |
| Boulder Hill Capital Management Lp |
4 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
4 |
| Advisor Resource Council |
4 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
4 |
| New Amsterdam Partners Llc/ny |
4 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
4 |
| Krilogy Financial LLC |
4 |
| Price Capital Management, Inc. |
4 |
| Fortis Advisors, LLC |
4 |
| QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
4 |
| Oppenheimer Variable Account Funds |
4 |
| B. Metzler seel. Sohn & Co. AG |
4 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
4 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
4 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
| FourThought Financial, LLC |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| Koch Industries Inc |
4 |
| Anchor Capital Advisors Llc |
4 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
4 |
| Glg Inc. |
4 |
| Old National Bancorp /in/ |
4 |
| Cynosure Management, Llc |
4 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
4 |
| Massar Capital Management, LP |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
| FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF |
4 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
4 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
4 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
4 |
| JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF |
4 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
4 |
| Ropes Wealth Advisors Llc |
4 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
| Capital World Investors |
4 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
4 |
| Bayview Asset Management, Llc |
4 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
4 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
4 |
| Cable Hill Partners, LLC |
4 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| Ziegler Capital Management, LLC |
4 |
| Integrated Wealth Concepts LLC |
4 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
4 |
| DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
4 |
| Systematic Alpha Investments, LLC |
4 |
| IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF |
4 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
4 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
4 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
4 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
4 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
| Lyon Street Capital, LLC |
4 |
| Espalier Global Management LLC |
4 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
4 |
| Caitlin John, LLC |
4 |
| POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A |
4 |
| Zions Bancorporation, N.A. |
4 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
4 |
| Pioneer Diversified High Income Trust |
4 |
| IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I |
4 |
| Redwood Investments, LLC |
4 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
| HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
4 |
| EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A |
4 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
4 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
4 |
| Strategic Investment Management, Llc |
4 |
| Allianzgi Equity & Convertible Income Fund |
4 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 |
4 |
| EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
4 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
4 |
| Institutional & Family Asset Management, Llc |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
4 |
| First Personal Financial Services |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
4 |
| Foundry Partners, LLC |
4 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
4 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
4 |
| Sierra Summit Advisors Llc |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
4 |
| NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF |
4 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
4 |
| Tiger Management L.l.c. |
4 |
| TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
4 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
4 |
| OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares |
4 |
| Requisite Capital Management, LLC |
4 |
| Elevation Series Trust - RiverNorth Patriot ETF |
4 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
4 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
4 |
| Qci Asset Management Inc/ny |
4 |
| EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A |
4 |
| BlueMar Capital Management, LLC |
4 |
| NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF |
4 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
4 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
4 |
| Greenline Partners, LLC |
4 |
| Contravisory Investment Management, Inc. |
4 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| Highlander Capital Management, LLC |
4 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
4 |
| Ballentine Partners, LLC |
4 |
| NMIEX - Northern Funds - Active M International Equity Fund |
4 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
4 |
| F&C Asset Management plc |
4 |
| SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A |
4 |
| First Citizens Bank & Trust Co |
4 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
4 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
4 |
| Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio |
4 |
| Ssi Investment Management Llc |
4 |
| NJ State Employees Deferred Compensation Plan |
4 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
4 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
4 |
| Twin Capital Management Inc |
4 |
| Pimco Dynamic Credit & Mortgage Income Fund |
4 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
4 |
| Vontobel Holding Ltd. |
4 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
4 |
| Old Mutual Customised Solutions (proprietary) Ltd |
4 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
4 |
| Lucus Advisors Llc |
4 |
| AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
4 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| DADIX - DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
| Sig Brokerage, Lp |
4 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
4 |
| Accurate Wealth Management, LLC |
4 |
| Westside Investment Management, Inc. |
4 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
4 |
| DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
4 |
| IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF |
4 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
4 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
4 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
4 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
| HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class |
4 |
| Sei Trust Co |
4 |
| Securian Asset Management, Inc |
4 |
| UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF |
4 |
| TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class |
4 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
4 |
| Cornerstone Advisory, LLC |
4 |
| FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund |
4 |
| Persistent Asset Partners Ltd |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund |
4 |
| Alpha Paradigm Partners, LLC |
4 |
| Advisor Partners Llc |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| West Paces Advisors Inc. |
4 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
4 |
| NMMEX - Northern Funds - Active M Emerging Markets Equity Fund |
4 |
| EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares |
4 |
| Owl Creek Wealth Partners LLC |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
4 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
4 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
4 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
4 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
4 |
| Foundations Investment Advisors, LLC |
4 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
4 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
4 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
4 |
| Blackrock Enhanced Capital & Income Fund, Inc. |
4 |
| Townsquare Capital Llc |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| Nuveen Core Equity Alpha Fund |
4 |
| IMA Wealth, Inc. |
4 |
| Mach-1 Financial Group, Inc. |
4 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
4 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
4 |
| MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF |
4 |
| FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund |
4 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
4 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
4 |
| TD Securities (USA) LLC |
4 |
| GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional |
4 |
| Brewin Dolphin Ltd |
4 |
| Colonial Trust Co / SC |
4 |
| Glen Eagle Advisors, LLC |
4 |
| FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund |
4 |
| Advisor Partners Ii, Llc |
4 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
4 |
| PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class |
4 |
| Us Global Investors Funds |
4 |
| Freestone Capital Holdings, LLC |
4 |
| Colony Group Llc |
4 |
| Qsemble Capital Management, LP |
4 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
4 |
| Miles Capital, Inc. |
4 |
| Jane Street Holding, LLC |
4 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
4 |
| Benjamin Edwards Inc |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| RMB Capital Management, LLC |
4 |
| Monroe Bank & Trust/mi |
4 |
| HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
4 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
4 |
| SpiderRock Advisors, LLC |
4 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
4 |
| Agf Investments Inc. |
4 |
| Moran Wealth Management, LLC |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
4 |
| FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund |
4 |
| AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class |
4 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
4 |
| Abel Hall, LLC |
4 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
4 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
4 |
| SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
4 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
4 |
| SG Capital Management LLC |
4 |
| CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I |
4 |
| American Capital Advisory, LLC |
4 |
| WealthPLAN Partners, LLC |
4 |
| Forum Financial Management, LP |
4 |
| Lafitte Capital Management LP |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| AIA Group Ltd |
4 |
| Pacific Alternative Asset Management Company, Llc |
4 |
| VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND |
4 |
| AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A |
4 |
| Trilogy Capital Inc. |
4 |
| BlackRock Multi-Sector Opportunities Trust II |
4 |
| Royce Micro-cap Trust, Inc /md/ |
4 |
| New Age Alpha Advisors, LLC |
4 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
4 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
4 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
4 |
| Transamerica Partners Funds Group |
4 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
4 |
| Waddell & Reed Financial Inc |
4 |
| Van Eck Associates Corp |
4 |
| LEND - Amplify ETF Trust - Amplify CrowdBureau(R) Peer-to-Peer Lending & Crowdfunding ETF |
4 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
4 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
4 |
| Maltese Capital Management Llc |
4 |
| Eaton Vance Tax Advantaged Dividend Income Fund |
4 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
4 |
| Axxcess Wealth Management, Llc |
4 |
| T. Rowe Price Investment Management, Inc. |
4 |
| Wakefield Asset Management LLLP |
4 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
4 |
| TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares |
4 |
| Kestrel Investment Management Corp |
4 |
| Motco |
4 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
| New Mexico Educational Retirement Board |
4 |
| Callan Family Office, LLC |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
4 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
4 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
4 |
| Foxby Corp. |
4 |
| Dividend & Income Fund |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| Empirical Finance, LLC |
4 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
4 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
4 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
4 |
| DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF |
4 |
| Gabelli Dividend & Income Trust |
4 |
| VGLSX - VALIC Co I - Global Strategy Fund |
4 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
4 |
| EWJ - iShares, Inc. - iShares MSCI Japan ETF |
4 |
| Cannon Global Investment Management, LLC |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
4 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
4 |
| Sargent Bickham Lagudis LLC |
4 |
| Herndon Capital Management Llc |
4 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
4 |
| Dean Investment Associates, Llc |
4 |
| FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
4 |
| VCGEX - VALIC Co I - Emerging Economies Fund |
4 |
| Putnam ETF Trust - Putnam ESG High Yield ETF - |
4 |
| FDx Advisors, Inc. |
4 |
| Vanguard Windsor Funds |
4 |
| Holistic Financial Partners |
4 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
4 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
4 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
4 |
| Jump Trading, LLC |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
4 |
| BlueCrest Capital Management LLP |
4 |
| Centaurus Financial, Inc. |
4 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
4 |
| EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
4 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
| Janney Capital Management LLC |
4 |
| Joel Isaacson & Co., LLC |
4 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
4 |
| Dakota Wealth Management |
4 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
4 |
| Militia Capital Partners, LP |
4 |
| Matrix Trust Co |
4 |
| IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF |
4 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
4 |
| GRSPX - GREENSPRING FUND INC - Greenspring Fund retail |
4 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
4 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
4 |
| Money Concepts Capital Corp |
4 |
| Trustcore Financial Services, Llc |
4 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
4 |
| BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
4 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
| Zrc Wealth Management, Llc |
4 |
| VCIEX - VALIC Co I - International Equities Index Fund |
4 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
4 |
| LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
4 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
4 |
| PFG Investments, LLC |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
4 |
| SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I |
4 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
4 |
| Financial Engines Advisors L.L.C. |
4 |
| Caldwell & Orkin Inc |
4 |
| Frank, Rimerman Advisors LLC |
4 |
| RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I |
4 |
| Korea Investment CORP |
4 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
| Camarda Financial Advisors, LLC |
4 |
| Tompkins Financial Corp |
4 |
| Cookson Peirce & Co Inc |
4 |
| First Horizon Corp |
4 |
| Evercore Wealth Management, LLC |
4 |
| VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I |
4 |
| FNTC - Direxion Shares ETF Trust - Direxion Daily FinTech Bull 2X Shares |
4 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
4 |
| GeoWealth Management, LLC |
4 |
| Warren Averett Asset Management, LLC |
4 |
| WPG Advisers, LLC |
4 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
4 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
4 |
| CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF |
4 |
| Western Wealth Management, LLC |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| Moisand Fitzgerald Tamayo, LLC |
4 |
| Transamerica Partners Funds Group Ii |
4 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
4 |
| Pentwater Capital Management LP |
4 |
| Quest Capital Management Inc /adv |
4 |
| HighPoint Advisor Group LLC |
4 |
| Pitcairn Co |
4 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
4 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
4 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
4 |
| Navellier & Associates Inc |
4 |
| Vantage Investment Advisors, LLC |
4 |
| Avantax Advisory Services, Inc. |
4 |
| Ellis Investment Partners, LLC |
4 |
| Turner Funds |
4 |
| Evolution Wealth Advisors, LLC |
4 |
| Moody Aldrich Partners Llc |
4 |
| Impact Partnership Wealth, LLC |
4 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
4 |
| Balentine LLC |
4 |
| Transamerica Partners Portfolios |
4 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
4 |
| Jump Trading, Llc |
4 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
4 |
| Edge Wealth Management LLC |
4 |
| GW&K Investment Management, LLC |
4 |
| I.g. Investment Management, Ltd. |
4 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
4 |
| GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
4 |
| Sovarnum Capital L.p. |
4 |
| Cambridge Trust Co |
4 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
4 |
| Governors Lane LP |
4 |
| CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class |
4 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
4 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 |
4 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
4 |
| Baader Bank INC |
4 |
| Allred Capital Management, LLC |
4 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
4 |
| Atria Wealth Solutions, Inc. |
4 |
| Gateway Investment Advisers Llc |
4 |
| CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| Scoria Capital Partners LP |
4 |
| MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A |
4 |
| CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund |
4 |
| ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
4 |
| VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares |
4 |
| Empyrean Capital Partners, LP |
4 |
| Guardian Life Insurance Co Of America |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| Arcadia Investment Management Corp/mi |
4 |
| Tcwp Llc |
4 |
| Northern Oak Wealth Management Inc |
4 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
4 |
| Enlightenment Research, LLC |
4 |
| Nair Vinay |
4 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| Cinctive Capital Management LP |
4 |
| MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 |
4 |
| Deseret Mutual Benefit Administrators |
4 |
| Banco Santander, S.A. |
4 |
| Rotella Capital Management, Inc. |
4 |
| Aberdeen Global Income Fund Inc |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
4 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
4 |
| Cary Street Partner Investment Advisory Llc |
4 |
| AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
4 |
| GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A |
4 |
| Congress Wealth Management LLC / DE / |
4 |
| FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
4 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
4 |
| India Fund Inc |
4 |
| D'Orazio & Associates, Inc. |
4 |
| Stux Capital Management, LLC |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
4 |
| PMC FIG Opportunities LLC |
4 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
4 |
| Thoroughbred Financial Services, Llc |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
4 |
| Commonwealth Equity Services, Inc |
4 |
| Financial Architects, Inc |
4 |
| Financiere des Professionnels - Fonds d,investissement inc. |
4 |
| Envestnet Portfolio Solutions, Inc. |
4 |
| Cornercap Investment Counsel Inc |
4 |
| Price Wealth Management, Inc. |
4 |
| MKP Capital Management, L.L.C. |
4 |
| Kodai Capital Management LP |
4 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
4 |
| Americafirst Capital Management, Llc |
4 |
| MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A |
4 |
| First Midwest Bank Trust Division |
4 |
| CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
| Householder Group Estate & Retirement Specialist, LLC |
4 |
| Paradigm Financial Partners, Llc |
4 |
| E. Ohman J:or Asset Management AB |
4 |
| MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| Ethic Inc. |
4 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
3 |
| Graticule Asia Macro Advisors LLC |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| Pimco High Income Fund |
3 |
| LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF |
3 |
| FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund |
3 |
| Choate Investment Advisors |
3 |
| SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
| MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A |
3 |
| Strategy Asset Managers Llc |
3 |
| Hennessy Advisors Inc |
3 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
3 |
| Berylson Capital Partners, Llc |
3 |
| Exos Asset Management LLC |
3 |
| Goodnow Investment Group, Llc |
3 |
| NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| Deimos Asset Management LLC |
3 |
| Buckingham Capital Management Inc |
3 |
| Usa Mutuals Advisors, Inc. |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares |
3 |
| Gilbert & Cook, Inc. |
3 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| Steamboat Capital Partners, LLC |
3 |
| HSBC FUNDS - HSBC High Yield Fund Class A |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| Quantum Capital Management, LLC / NJ |
3 |
| Sentry Investment Management Llc |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A |
3 |
| Thomas White International Ltd |
3 |
| Eudaimonia Partners, LLC |
3 |
| Cleararc Capital Inc |
3 |
| Elo Mutual Pension Insurance Co |
3 |
| Tredje AP-fonden |
3 |
| AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class |
3 |
| LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
3 |
| Conning Inc. |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| Smith Thomas W |
3 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
| FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF |
3 |
| PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| Wealthcare Capital Management Llc |
3 |
| Smith Group Asset Management, LLC |
3 |
| Integrated Investment Consultants, LLC |
3 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
3 |
| Washington Trust Advisors, Inc. |
3 |
| Ascent Group, LLC |
3 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
3 |
| EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A |
3 |
| TRANSAMERICA FUNDS - Transamerica Total Return I2 |
3 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
3 |
| VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| Delta Lloyd Nv |
3 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
3 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
3 |
| Achmea Investment Management B.V. |
3 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
3 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
3 |
| Alexandria Capital, LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| NatWest Group plc |
3 |
| Gables Capital Management Inc. |
3 |
| Barings Global Short Duration High Yield Fund |
3 |
| RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF |
3 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
3 |
| HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| Resolute Advisors LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
3 |
| SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
3 |
| STXM - EA Series Trust - Strive Mid-Cap ETF |
3 |
| KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF |
3 |
| Concord Wealth Partners |
3 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
3 |
| LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
3 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
3 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
3 |
| DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class |
3 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
3 |
| Winton Capital Management Ltd |
3 |
| Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
3 |
| Lansdowne Partners Limited Partnership |
3 |
| Dfa Investment Trust Co - The Dfa International Value Series |
3 |
| Nuveen Preferred & Income 2022 Term Fund |
3 |
| Dfa Investment Trust Co - The Japanese Small Company Series |
3 |
| FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A |
3 |
| Polar Capital Holdings Plc |
3 |
| Nuveen Preferred & Income Term Fund |
3 |
| MARSHALL WACE ASIA Ltd |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
3 |
| Dubuque Bank & Trust Co |
3 |
| HBK Sorce Advisory LLC |
3 |
| Highland Capital Management Lp |
3 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
3 |
| TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
3 |
| PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF |
3 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| Connacht Asset Management LP |
3 |
| BlackRock ETF Trust - BlackRock Future Financial and Technology ETF |
3 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
3 |
| Dai-ichi Life Holdings, Inc. |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| Charter Oak Capital Management, LLC |
3 |
| Global Wealth Strategies & Associates |
3 |
| Maple Securities Usa Inc |
3 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
3 |
| Winfield Associates, Inc. |
3 |
| MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
3 |
| TCG Advisory Services, LLC |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| Channing Capital Management, LLC |
3 |
| EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF |
3 |
| CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
3 |
| CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell |
3 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
3 |
| HighMark Wealth Management LLC |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
3 |
| Davis Selected Advisers |
3 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
3 |
| FourThought Financial Partners, LLC |
3 |
| Bleakley Financial Group, LLC |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| Argent Trust Co |
3 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
| Nikko Asset Management Americas, Inc. |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Selective Wealth Management, Inc. |
3 |
| PharVision Advisers, LLC |
3 |
| Cercano Management LLC |
3 |
| SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class |
3 |
| ISAM Funds (UK) Ltd |
3 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
3 |
| Greenland Capital Management LP |
3 |
| TradeLink Capital LLC |
3 |
| LGT Financial Advisors LLC |
3 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
3 |
| Kula Investments, LLC |
3 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
3 |
| FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
3 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
3 |
| Ridgewood Investments LLC |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| Meeder Advisory Services, Inc. |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
3 |
| DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF |
3 |
| Bell Rock Capital Llc |
3 |
| Ameriflex Group, Inc. |
3 |
| Brooktree Capital Management |
3 |
| JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| Frazier Financial Advisors, LLC |
3 |
| TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class |
3 |
| MSDMX - MORGAN STANLEY INSTITUTIONAL FUND INC - Sustainable Emerging Markets Portfolio Class R6 |
3 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
3 |
| Phoenix Investment Adviser LLC |
3 |
| PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
3 |
| FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class |
3 |
| Harspring Capital Management, LLC |
3 |
| Storebrand Asset Management As |
3 |
| Opal Wealth Advisors, LLC |
3 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
3 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
3 |
| Omnia Family Wealth, LLC |
3 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
| IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
3 |
| ACBEX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EM CoreBuilder Shares Series EM |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
| J. Safra Sarasin Holding AG |
3 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
| WR Wealth Planners, LLC |
3 |
| XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF |
3 |
| GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF |
3 |
| Hamilton Lane Advisors Llc |
3 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
3 |
| Nippon Life Insurance Co |
3 |
| V-Square Quantitative Management LLC |
3 |
| Sparta 24 Ltd. |
3 |
| Us Financial Advisors, Llc |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| Santa Fe Partners LLC |
3 |
| 25 Llc |
3 |
| CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
3 |
| DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard |
3 |
| Delta Investment Management, LLC |
3 |
| Vinva Investment Management Ltd |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF |
3 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
3 |
| Landsberg, Bennett, & Dubbaneh LLC |
3 |
| DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard |
3 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
3 |
| BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF |
3 |
| VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund |
3 |
| MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF |
3 |
| Capital Advisors Inc/ok |
3 |
| Security National Trust Co |
3 |
| DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
| SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
3 |
| Lloyds Banking Group plc |
3 |
| Essex Investment Management Co Llc |
3 |
| Red Tortoise LLC |
3 |
| EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
3 |
| ORG Partners LLC |
3 |
| HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
3 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
| SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A |
3 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
3 |
| Archer Investment Corp |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund |
3 |
| Liontrust Investment Partners LLP |
3 |
| Almanack Investment Partners, LLC. |
3 |
| Lionsbridge Wealth Management LLC |
3 |
| Argent Capital Management Llc |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A |
3 |
| Associated Banc-corp |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| Intersect Capital LLC |
3 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
3 |
| Monetary Management Group Inc |
3 |
| Fidelity Multi-Strategy Credit Fund |
3 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
3 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
3 |
| Comerica Securities Inc |
3 |
| Haafor (Singapore) Pte. Ltd. |
3 |
| BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
3 |
| Rbo & Co Llc |
3 |
| Silvercrest Asset Management Group Llc |
3 |
| SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF |
3 |
| Hitchwood Capital Management LP |
3 |
| Mission Creek Capital Partners, Inc. |
3 |
| Optas, LLC |
3 |
| ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
3 |
| Regent Peak Wealth Advisors LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
| New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES |
3 |
| Abound Wealth Management |
3 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| Harvest Management Llc |
3 |
| Center for Financial Planning, Inc. |
3 |
| Golden State Equity Partners |
3 |
| Nbc Securities, Inc. |
3 |
| Syon Capital Llc |
3 |
| Colonial Trust Advisors |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class |
3 |
| FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares |
3 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
3 |
| Global X Funds |
3 |
| Tiedemann Advisors, Llc |
3 |
| United Community Bank |
3 |
| Phoenician Capital Llc |
3 |
| Winslow Capital Management, LLC |
3 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
3 |
| THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
3 |
| IFM Investors Pty Ltd |
3 |
| Thrive Capital Management, LLC |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| Coastal Capital Group, Inc. |
3 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
| Jensen Investment Management Inc |
3 |
| Genesee Valley Trust Co |
3 |
| Woodline Partners LP |
3 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
3 |
| Lecap Asset Management Ltd |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| N.E.W. Advisory Services LLC |
3 |
| Carmignac Gestion |
3 |
| Aaron Wealth Advisors LLC |
3 |
| Cigna Investments Inc /new |
3 |
| Madison Avenue Partners, LP |
3 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
3 |
| Confluence Wealth Services, Inc. |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| TrinityPoint Wealth, LLC |
3 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
3 |
| 111 Capital |
3 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| WealthTrust Fairport, LLC |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| Apollon Wealth Management, LLC |
3 |
| Aberdeen Emerging Markets Smaller Co Opportunities Fund, Inc. |
3 |
| TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z |
3 |
| Sapience Investments, LLC |
3 |
| FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund |
3 |
| SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
| Partnervest Advisory Services LLC |
3 |
| SlateStone Wealth, LLC |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| PSI Advisors, LLC |
3 |
| RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
3 |
| Highstreet Asset Management Inc. |
3 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
3 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
3 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
3 |
| DT Investment Partners, LLC |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
3 |
| Taylor Frigon Capital Management LLC |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
3 |
| Intrust Bank Na |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
3 |
| PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
3 |
| Banque Cantonale Vaudoise |
3 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
3 |
| Seeyond |
3 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
3 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
| Bellwether Advisors, LLC |
3 |
| Frontier Capital Management Co Llc |
3 |
| Nuveen High Income 2023 Target Term Fund |
3 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| Lord Abbett Credit Opportunities Fund |
3 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
3 |
| Quaker Wealth Management, LLC |
3 |
| Kestra Investment Management, LLC |
3 |
| Integrated Advisors Network LLC |
3 |
| Venture Visionary Partners LLC |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
3 |
| John Hancock Tax-advantaged Dividend Income Fund |
3 |
| Mission Wealth Management, Lp |
3 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
3 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
3 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
3 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I |
3 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| Cfm Wealth Partners Llc |
3 |
| Khrom Capital Management Llc |
3 |
| Verdence Capital Advisors LLC |
3 |
| VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| Strategic Blueprint, LLC |
3 |
| Wolff Wiese Magana Llc |
3 |
| Accel Wealth Management |
3 |
| Retirement Systems of Alabama |
3 |
| Heritage Wealth Advisors |
3 |
| Richardson Financial Services Inc. |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Usaa Etf Trust |
3 |
| QUANTRES ASSET MANAGEMENT Ltd |
3 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
| One Fin Capital Management LP |
3 |
| National Pension Service |
3 |
| Clearview Wealth Advisors LLC |
3 |
| Rainier Investment Management Llc |
3 |
| Johnson Midwest Financial, LLC |
3 |
| LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
3 |
| Oppenheimer Global Strategic Income Fund |
3 |
| Binnacle Investments Inc |
3 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
3 |
| NorthCrest Asset Manangement, LLC |
3 |
| Human Investing LLC |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
3 |
| Qtron Investments LLC |
3 |
| CenturyLink Investment Management Co |
3 |
| ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF |
3 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A |
3 |
| Fwl Investment Management, Llc |
3 |
| TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
3 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| Aequim Alternative Investments LP |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
3 |
| Hanson & Doremus Investment Management |
3 |
| Executive Wealth Management, LLC |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| Polar Capital LLP |
3 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| Curian Capital Llc |
3 |
| Cpwm, Llc |
3 |
| NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A |
3 |
| TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I |
3 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
3 |
| Oakbrook Investments Llc |
3 |
| First New York Securities Llc /ny |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
3 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
3 |
| Liberty Wealth Management Llc |
3 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
3 |
| Blue Bell Private Wealth Management, Llc |
3 |
| UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class |
3 |
| Jericho Capital Asset Management L.P. |
3 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
3 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
3 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
3 |
| VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
3 |
| PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
3 |
| KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF |
3 |
| Abich Financial Wealth Management LLC |
3 |
| Kettle Hill Capital Management, Llc |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
3 |
| BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF |
3 |
| BSCE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 USD Emerging Markets Debt ETF |
3 |
| Capital Guardian Trust Co |
3 |
| DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
3 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| First Capital Advisors Group, LLC. |
3 |
| IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| Alphagen Securities Llc |
3 |
| Principia Wealth Advisory, LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| WealthStone, Inc. |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class |
3 |
| SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
3 |
| Premier Asset Management Llc |
3 |
| Crestline Management, LP |
3 |
| City Holding Co |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV |
3 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
3 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
| DAVENPORT & Co LLC |
3 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
3 |
| Zenit Asset Management AB |
3 |
| MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I |
3 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
3 |
| EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF |
3 |
| MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A |
3 |
| Natixis Investment Managers International |
3 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Sageworth Trust Co |
3 |
| Family Management Corp |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
3 |
| Spirit Of America Management Corp/ny |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class |
3 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
3 |
| Barnett & Company, Inc. |
3 |
| Bpv Family Of Funds |
3 |
| Owl Creek Asset Management, L.P. |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
3 |
| RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A |
3 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
3 |
| Sageworth Trust Co of South Dakota |
3 |
| CR Intrinsic Investors, LLC |
3 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
3 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
3 |
| MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N |
3 |
| INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
3 |
| PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
3 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
3 |
| Elyxium Wealth, LLC |
3 |
| Y.D. More Investments Ltd |
3 |
| Bb&t Securities, Llc |
3 |
| Gdl Fund |
3 |
| Artisan Partners Limited Partnership |
3 |
| GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II |
3 |
| Campbell Multi-strategy Trust |
3 |
| Hcim Trust |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| Counsel Portfolio Services Inc. |
3 |
| PENN SERIES FUNDS INC - Limited Maturity Bond Fund |
3 |
| Kapitalo Investimentos Ltda |
3 |
| ID Management A/S |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| Legacy Investment Solutions, LLC |
3 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
| Girard Partners Ltd. |
3 |
| Orchard Hill Capital Management LP |
3 |
| TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) |
3 |
| Abn Amro Investment Solutions |
3 |
| RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund |
3 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
3 |
| Rubric Capital Management LP |
3 |
| Kanaly Trust Co |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| Invst, LLC |
3 |
| Hartwell J M Limited Partnership |
3 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
3 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
3 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
3 |
| Kb Financial Partners, Llc |
3 |
| Chiron Investment Management, LLC |
3 |
| Franklin Templeton International Trust |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| Nuveen Multi-market Income Fund |
3 |
| Courier Capital Llc |
3 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
3 |
| UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
3 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
| Phase 2 Partners, LLC |
3 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
3 |
| CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF |
3 |
| TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I |
3 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
3 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
| First National Bank Sioux Falls |
3 |
| VISEX - VALIC Co II - International Opportunities Fund |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
3 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| Simon Quick Advisors, Llc |
3 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
3 |
| QICLX - AQR Funds - AQR International Multi-Style Fund Class I |
3 |
| QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I |
3 |
| Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF |
3 |
| Pittenger & Anderson Inc |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| Western Asset High Income Opportunity Fund Inc. |
3 |
| QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I |
3 |
| RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A |
3 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF |
3 |
| Covington Capital Management |
3 |
| DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A |
3 |
| GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
3 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
3 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
3 |
| Stoneridge Investment Partners Llc |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| Geneva Advisors, LLC |
3 |
| Zions Bancorporation |
3 |
| Richard Bernstein Advisors LLC |
3 |
| Mraz, Amerine & Associates, Inc. |
3 |
| AXA Investment Managers S.A. |
3 |
| AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A |
3 |
| CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class |
3 |
| Emory University |
3 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
3 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Water Island Capital Llc |
3 |
| Wilmington Trust Co |
3 |
| Vassalluzzo Scott J |
3 |
| Corient Capital Partners, LLC |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| Exxonmobil Investment Management Inc /tx |
3 |
| Banc Funds Co Llc |
3 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
3 |
| AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
3 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
3 |
| M&g Investment Management Ltd |
3 |
| Atwood & Palmer Inc |
3 |
| Haber Trilix Advisors, Lp |
3 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
3 |
| Baystate Wealth Management LLC |
3 |
| INDY - iSHARES TRUST - iShares India 50 ETF |
3 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
3 |
| Peregrine Capital Management Llc |
3 |
| ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
3 |
| RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A |
3 |
| PartnerRe Asset Management CORP |
3 |
| NewEdge Wealth, LLC |
3 |
| Bp Plc |
3 |
| Affinity Investment Advisors, Llc |
3 |
| Chesapeake Asset Management Llc |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB |
3 |
| EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
3 |
| SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund |
3 |
| Spectrum Management Group, LLC |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I |
3 |
| Strategic Global Advisors, LLC |
3 |
| Capitolis Advisors LLC |
3 |
| Lombard Odier Asset Management (USA) Corp |
3 |
| North Dakota State Investment Board |
3 |
| TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
3 |
| NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A |
3 |
| Tradewinds Capital Management, LLC |
3 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
3 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Capital Analysts, Inc. |
3 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| Godfrey Financial Associates, Inc. |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
3 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
| Dreyfus High Yield Strategies Fund |
3 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II |
3 |
| Gilpin Wealth Management, Llc |
3 |
| Epoch Investment Partners, Inc. |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
3 |
| MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares |
3 |
| Court Place Advisors, LLC |
3 |
| MSMLX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA SMALL COMPANIES FUND Investor Class Shares |
3 |
| USS Investment Management Ltd |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares |
3 |
| Oppenheimer International Small-mid Co Fund |
3 |
| Rockbridge Investment Management, LCC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
| RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
3 |
| Advisory Alpha, LLC |
3 |
| Waddell & Reed Advisors Funds |
3 |
| Napier Park Global Capital (US) LP |
3 |
| Hoxton Financial, Inc. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
3 |
| Byrne Asset Management LLC |
3 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
3 |
| Amida Capital Management II, LLC |
3 |
| Boston Private Bank & Trust Co |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
3 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
3 |
| Magee Thomson Investment Partners Llc |
3 |
| Muhlenkamp & Co Inc |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| Wilmington Funds Management Corp |
3 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
3 |
| Atlas Private Wealth Advisors |
3 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
3 |
| Fulton Bank, N.a. |
3 |
| Wilmington Trust Investment Management, LLC |
3 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
3 |
| ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class |
3 |
| Evolve Private Wealth, Llc |
3 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
| Wilmington Trust, National Association |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI |
3 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
3 |
| MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N |
3 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
3 |
| PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares |
3 |
| PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional |
3 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
3 |
| VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF |
3 |
| TD Capital Management LLC |
3 |
| Formula Growth Ltd |
3 |
| JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I |
3 |
| Toscafund Asset Management LLP |
3 |
| PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
3 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
3 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
3 |
| Nicholas Hoffman & Company, LLC. |
3 |
| PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional |
3 |
| ARGA Investment Management, LP |
3 |
| TrimTabs Asset Management, LLC |
3 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
3 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
3 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
3 |
| River & Mercantile Asset Management Llp |
3 |
| Brinker Capital Inc |
3 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
3 |
| LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
3 |
| Psagot Investment House Ltd. |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
3 |
| Chartwell Investment Partners, Llc |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
3 |
| SHP Wealth Management |
3 |
| Capstone Series Fund Inc |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
3 |
| Cannell Capital Llc |
3 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
3 |
| Alerus Financial Na |
3 |
| Euclid Advisors LLC |
3 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
| Mizuho Asset Management Co.,Ltd. |
3 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
3 |
| AUERX - Unified Series Trust - Auer Growth Fund |
3 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class |
3 |
| Fortress Investment Group LLC |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
3 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
3 |
| JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I |
3 |
| ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund |
3 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
3 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
3 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
3 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
3 |
| Intentional Wealth Strategies, LLC |
3 |
| CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
3 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
3 |
| Ativo Capital Management LLC |
3 |
| LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class |
3 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
| FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF |
3 |
| DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
3 |
| ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares |
3 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I |
3 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
3 |
| Bourgeon Capital Management Llc |
3 |
| FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund |
3 |
| IPAY - ETF Managers Trust - ETFMG Prime Mobile Payments ETF |
3 |
| NOIEX - Northern Funds - Northern Income Equity Fund |
3 |
| Talkot Capital, LLC |
3 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
3 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
3 |
| TradeLink Global Equity LLC |
3 |
| Clarus Wealth Advisors |
3 |
| J.w. Cole Advisors, Inc. |
3 |
| MILN - Global X Funds - Global X Millennials Thematic ETF |
3 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
| NuWave Investment Management, LLC |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
3 |
| Munder Capital Management |
3 |
| NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
3 |
| FINX - Global X Funds - Global X FinTech ETF |
3 |
| SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares |
3 |
| MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A |
3 |
| Oppenheimer Emerging Markets Innovators Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| Omega Advisors Inc. |
3 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
3 |
| Capital Management Associates /ny/ |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| Gruss Capital Management LP |
3 |
| Tieton Capital Management, LLC |
3 |
| Legg Mason Investment Counsel, LLC |
3 |
| Crawford Fund Management, LLC |
3 |
| Kohlberg Kravis Roberts & Co. L.P. |
3 |
| Moody National Bank Trust Division |
3 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
3 |
| HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A |
3 |
| THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund |
3 |
| Capital Impact Advisors, LLC |
3 |
| John Hancock Premium Dividend Fund |
3 |
| SOA Wealth Advisors, LLC. |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
| Grove Bank & Trust |
3 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
3 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
3 |
| Goldentree Asset Management Lp |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| Longboard Asset Management, LP |
3 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
3 |
| RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class |
3 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
3 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
| Oliver Luxxe Assets LLC |
3 |
| Aurora Investment Counsel |
3 |
| Ohio National Investments, Inc. |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
3 |
| John Hancock Preferred Income Fund Ii |
3 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
3 |
| Scoggin Management Lp |
3 |
| Achievement Holdings L.P. |
3 |
| National Penn Investors Trust Co /pa |
3 |
| Guardian Investor Services Llc |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| RPG Investment Advisory, LLC |
3 |
| Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
3 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
3 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
3 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
3 |
| Nuveen S&p 500 Buywrite Income Fund |
3 |
| Ausdal Financial Partners, Inc. |
3 |
| John Hancock Preferred Income Fund Iii |
3 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
| CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 |
3 |
| Mizuho Securities Usa Llc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
| Dialectic Capital Management, Lp |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
3 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
3 |
| Keeley Asset Management Corp |
3 |
| FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A |
3 |
| Global Trust Asset Management, LLC |
3 |
| Kovack Advisors, Inc. |
3 |
| Santori & Peters, Inc. |
3 |
| Diversify Advisory Services, LLC |
3 |
| Mizuho Trust & Banking Co., Ltd. |
3 |
| EP Wealth Advisors, Inc. |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
3 |
| FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
3 |
| Moors & Cabot, Inc. |
3 |
| AFALX - World Funds Trust - Applied Finance Core Fund Investor Class |
3 |
| NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
3 |
| CFC Planning Co LLC |
3 |
| Gyroscope Capital Management Group, Llc |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| Railway Pension Investments Ltd |
3 |
| Central Pacific Bank - Trust Division |
3 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
3 |
| King Luther Capital Management Corp |
3 |
| PGGM Investments |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
3 |
| Hilltop National Bank |
3 |
| John Hancock Preferred Income Fund |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
3 |
| Tortoise Index Solutions, LLC |
3 |
| Falcon Point Capital, Llc |
3 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
3 |
| Renaissance Group Llc |
3 |
| Sierra Ocean, Llc |
3 |
| Kaizen Advisory, Llc |
3 |
| FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A |
3 |
| Horan Securities, Inc. |
3 |
| ULTRA SERIES FUND - High Income Fund Class I |
3 |
| Index Management Solutions, LLC |
3 |
| Green Arrow Capital Management Llc |
3 |
| New York Life Trust Co |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 |
3 |
| IFC Holdings Incorporated/FL |
3 |
| FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
3 |
| Wall Street Associates |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| Sage Investment Counsel LLC |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
3 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
3 |
| Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio |
3 |
| Westport Resources Management Inc |
3 |
| Silverleafe Capital Partners, LLC |
3 |
| Castle Creek Arbitrage, LLC |
3 |
| SpiderRock Trading LLC |
3 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
3 |
| Blackstone Group Inc |
3 |
| Legacy Advisors, LLC |
3 |
| MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
3 |
| Tradeworx Inc. |
3 |
| Edge Advisors, Llc |
3 |
| HighTower Trust Services, LTA |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
3 |
| New England Securities Corp /MA/ |
3 |
| AAIIX - ANCORA TRUST - Ancora Income Fund Class I |
3 |
| ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
3 |
| Logan Capital Management Inc |
3 |
| Athena Capital Advisors Llc |
3 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
| MANA Advisors LLC |
3 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
3 |
| Laird Norton Trust Company, Llc |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
3 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
3 |
| Nuveen Tax-advantaged Dividend Growth Fund |
3 |
| FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund |
3 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
3 |
| Short Duration High Income Portfolio - Short Duration High Income Portfolio |
3 |
| Swedbank AB |
3 |
| FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares |
3 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
3 |
| Mowery & Schoenfeld Wealth Management, LLC |
3 |
| PACIFIC SELECT FUND - Emerging Markets Portfolio Class I |
3 |
| CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A |
3 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
3 |
| Lebenthal Holdings,LLC |
3 |
| Archford Capital Strategies, LLC |
3 |
| Mesirow Financial Investment Management, Inc. |
3 |
| Cim Investment Mangement Inc |
3 |
| EMC Capital Management |
3 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
3 |
| FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
3 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
| AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class |
3 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
| BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
3 |
| Prana Capital Management, LP |
3 |
| Profunds - Profund Vp Small-cap Value |
3 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
3 |
| Atika Capital Management LLC |
3 |
| Gerstein Fisher |
3 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
| BTC Capital Management, Inc. |
3 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| CenterStar Fund, LLC |
3 |
| City State Bank |
3 |
| BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class |
3 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
3 |
| CWA Asset Management Group, LLC |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
3 |
| AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
3 |
| Morgan Stanley Emerging Markets Fund Inc |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| Ferris Capital, Llc |
3 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
| Ahrens Investment Partners LLC |
3 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 |
3 |
| Hl Financial Services Llc |
3 |
| Barometer Capital Management Inc. |
3 |
| Spring Creek Capital Llc |
3 |
| Cruiser Capital Advisors, Llc |
3 |
| FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
3 |
| Platinum Investment Management Ltd |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Castleark Management Llc |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
| AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R |
3 |
| Oracle Alpha Inc. |
3 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| NinePointTwo Capital |
3 |
| Nuveen High Income 2020 Target Term Fund |
3 |
| Arete Wealth Advisors, LLC |
3 |
| Pendal Group Ltd |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| Financial Consulate, Inc |
3 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
3 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
| Phoenix Holdings Ltd. |
3 |
| Gator Capital Management, LLC |
3 |
| Seven Bridges Advisors LLC |
3 |
| ARGI Investment Services, LLC |
3 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
3 |
| QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
3 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
3 |
| Bronson Point Management LLC |
3 |
| Alphadyne Asset Management, LLC |
3 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
3 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
3 |
| Simply Money Advisors |
3 |
| Kize Capital Lp |
3 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
3 |
| Millrace Asset Group, Inc. |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
3 |
| Bryn Mawr Capital Management Inc |
3 |
| QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund |
3 |
| Solstein Capital, LLC |
3 |
| ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF |
3 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
3 |
| Game Creek Capital, LP |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| Lansdowne Partners (uk) Llp |
3 |
| Meru Capital Group, LP |
3 |
| Kennedy Capital Management, Inc. |
3 |
| TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C |
3 |
| Morgan Stanley Asia-pacific Fund, Inc. |
3 |
| K.J. Harrison & Partners Inc |
3 |
| PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares |
3 |
| WAFMX - WASATCH FUNDS TRUST - Wasatch Frontier Emerging Small Countries Fund Investor Class Shares |
3 |
| WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares |
3 |
| Howard Hughes Medical Institute |
3 |
| OmniStar Financial Group, Inc. |
3 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
3 |
| SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I |
3 |
| Centerpoint Advisors, LLC |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
3 |
| Creative Financial Designs Inc /adv |
3 |
| SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio |
3 |
| Prescott General Partners LLC |
3 |
| Verity Asset Management, Inc. |
3 |
| ACG Wealth |
3 |
| TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I |
3 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
3 |
| Davy Global Fund Management Ltd |
3 |
| Ghisallo Capital Management LLC |
3 |
| HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I |
3 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
3 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
