| Citadel Advisors Llc |
36 |
| Morgan Stanley |
35 |
| Jpmorgan Chase & Co |
33 |
| UBS Group AG |
33 |
| Bank Of America Corp /de/ |
32 |
| Royal Bank Of Canada |
32 |
| Proequities, Inc. |
32 |
| Susquehanna International Group, Llp |
32 |
| Jane Street Group, Llc |
32 |
| Deutsche Bank Ag\ |
32 |
| Wells Fargo & Company/mn |
31 |
| Barclays Plc |
31 |
| Citigroup Inc |
31 |
| Goldman Sachs Group Inc |
29 |
| Millennium Management Llc |
29 |
| Tower Research Capital LLC (TRC) |
29 |
| State Street Corp |
28 |
| Bnp Paribas Arbitrage, Sa |
27 |
| Lazard Asset Management Llc |
27 |
| BlackRock, Inc. |
27 |
| Geode Capital Management, Llc |
27 |
| D. E. Shaw & Co., Inc. |
26 |
| Vanguard Group Inc |
26 |
| Css Llc/il |
26 |
| Hrt Financial Lp |
26 |
| Russell Investments Group, Ltd. |
26 |
| Fmr Llc |
25 |
| Renaissance Technologies Llc |
25 |
| Walleye Capital LLC |
25 |
| Nuveen Asset Management, LLC |
25 |
| Pnc Financial Services Group, Inc. |
24 |
| Point72 Asset Management, L.P. |
24 |
| Credit Suisse Ag/ |
24 |
| New York State Common Retirement Fund |
24 |
| Northwestern Mutual Wealth Management Co |
24 |
| Two Sigma Investments, Lp |
24 |
| Bank Of Montreal /can/ |
24 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
24 |
| Marshall Wace, Llp |
23 |
| Balyasny Asset Management Llc |
23 |
| Virtu Financial LLC |
23 |
| Verition Fund Management LLC |
23 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
23 |
| Legal & General Group Plc |
23 |
| Invesco Ltd. |
23 |
| California State Teachers Retirement System |
22 |
| Jefferies Group LLC |
22 |
| Group One Trading, L.p. |
22 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
22 |
| Squarepoint Ops LLC |
22 |
| Manufacturers Life Insurance Company, The |
22 |
| Aqr Capital Management Llc |
22 |
| Bank of New York Mellon Corp |
22 |
| SG Americas Securities, LLC |
22 |
| EverSource Wealth Advisors, LLC |
21 |
| Northern Trust Corp |
21 |
| Qube Research & Technologies Ltd |
21 |
| Parallax Volatility Advisers, L.P. |
21 |
| Rhumbline Advisers |
21 |
| Boothbay Fund Management, Llc |
21 |
| Nomura Holdings Inc |
21 |
| Advisor Group Holdings, Inc. |
21 |
| Two Sigma Securities, Llc |
21 |
| Capstone Investment Advisors, Llc |
21 |
| Dimensional Fund Advisors Lp |
20 |
| Cwm, Llc |
20 |
| Price T Rowe Associates Inc /md/ |
20 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
20 |
| IFP Advisors, Inc |
20 |
| Us Bancorp \de\ |
20 |
| Charles Schwab Investment Management Inc |
20 |
| LPL Financial LLC |
20 |
| Walleye Trading LLC |
20 |
| Captrust Financial Advisors |
20 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
20 |
| Tudor Investment Corp Et Al |
20 |
| Wolverine Asset Management Llc |
20 |
| XTX Topco Ltd |
20 |
| Advisory Services Network, LLC |
20 |
| Thrivent Financial For Lutherans |
19 |
| Signaturefd, Llc |
19 |
| Amalgamated Bank |
19 |
| Ubs Asset Management Americas Inc |
19 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
19 |
| Gsa Capital Partners Llp |
19 |
| Man Group plc |
19 |
| Steward Partners Investment Advisory, Llc |
19 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
19 |
| Cubist Systematic Strategies, LLC |
19 |
| Strs Ohio |
19 |
| Norges Bank |
19 |
| LMR Partners LLP |
18 |
| Quadrant Capital Group Llc |
18 |
| Wolverine Trading, Llc |
18 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
18 |
| Federated Hermes, Inc. |
18 |
| Hsbc Holdings Plc |
18 |
| Voya Investment Management Llc |
18 |
| American International Group, Inc. |
18 |
| Alliancebernstein L.p. |
18 |
| Amundi |
18 |
| Hudson Bay Capital Management LP |
18 |
| Allworth Financial LP |
18 |
| Centiva Capital, LP |
18 |
| Rockefeller Capital Management L.P. |
18 |
| Simplex Trading, Llc |
18 |
| Parallel Advisors, LLC |
18 |
| Nisa Investment Advisors, Llc |
18 |
| Parametric Portfolio Associates Llc |
18 |
| Macquarie Group Ltd |
18 |
| Prudential Financial Inc |
17 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
17 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
17 |
| Ameriprise Financial Inc |
17 |
| Ionic Capital Management LLC |
17 |
| Quantbot Technologies LP |
17 |
| Pacer Advisors, Inc. |
17 |
| Federation des caisses Desjardins du Quebec |
17 |
| Franklin Resources Inc |
17 |
| Schonfeld Strategic Advisors LLC |
17 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
17 |
| Principal Financial Group Inc |
17 |
| Creative Planning |
17 |
| Raymond James & Associates |
17 |
| Prelude Capital Management, Llc |
17 |
| Two Sigma Advisers, Lp |
17 |
| Bessemer Group Inc |
17 |
| Toronto Dominion Bank |
17 |
| Jefferies Financial Group Inc. |
17 |
| Harbour Investments, Inc. |
17 |
| American Century Companies Inc |
17 |
| Engineers Gate Manager LP |
17 |
| True Wealth Design, LLC |
17 |
| Envestnet Asset Management Inc |
17 |
| Calamos Advisors LLC |
17 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
16 |
| Paloma Partners Management Co |
16 |
| Dynamic Technology Lab Private Ltd |
16 |
| Parkside Financial Bank & Trust |
16 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
16 |
| Quadrature Capital Ltd |
16 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
16 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
16 |
| Guggenheim Capital Llc |
16 |
| Sei Investments Co |
16 |
| Ameritas Investment Partners, Inc. |
16 |
| Magnetar Financial LLC |
16 |
| KBC Group NV |
16 |
| Allianz Asset Management GmbH |
16 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
16 |
| Healthcare Of Ontario Pension Plan Trust Fund |
16 |
| ExodusPoint Capital Management, LP |
16 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
16 |
| Public Employees Retirement System Of Ohio |
16 |
| Point72 Hong Kong Ltd |
16 |
| Los Angeles Capital Management Llc |
16 |
| State Of Wisconsin Investment Board |
16 |
| Comerica Bank |
16 |
| Jacobs Levy Equity Management, Inc |
16 |
| Arrowstreet Capital, Limited Partnership |
16 |
| Trexquant Investment LP |
16 |
| Connor, Clark & Lunn Investment Management Ltd. |
16 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
16 |
| Victory Capital Management Inc |
16 |
| Neuberger Berman Group LLC |
16 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
16 |
| Ieq Capital, Llc |
16 |
| HighTower Advisors, LLC |
16 |
| Panagora Asset Management Inc |
16 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
16 |
| Ergoteles LLC |
16 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
16 |
| Pinnacle Wealth Planning Services, Inc. |
16 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
16 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
16 |
| SRS Capital Advisors, Inc. |
16 |
| Farther Finance Advisors, LLC |
16 |
| Acadian Asset Management Llc |
16 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
16 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
16 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
16 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
15 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
15 |
| Jones Financial Companies Lllp |
15 |
| Nuveen, LLC |
15 |
| Oxford Asset Management Llp |
15 |
| ProShare Advisors LLC |
15 |
| State of Wyoming |
15 |
| MAI Capital Management |
15 |
| Teacher Retirement System Of Texas |
15 |
| Advent Capital Management /de/ |
15 |
| Janus Henderson Group Plc |
15 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
15 |
| Bridgeway Capital Management Inc |
15 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
15 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
15 |
| Profunds - Profund Vp Ultrasmall-cap |
15 |
| AdvisorNet Financial, Inc |
15 |
| Metropolitan Life Insurance Co/ny |
15 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
15 |
| K2 Principal Fund, L.p. |
15 |
| MetLife Investment Management, LLC |
15 |
| First Horizon Advisors, Inc. |
15 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
15 |
| Caption Management, LLC |
15 |
| Truist Financial Corp |
15 |
| Larson Financial Group LLC |
15 |
| Jump Financial, LLC |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
15 |
| Mackay Shields Llc |
15 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
15 |
| Swiss National Bank |
15 |
| GWM Advisors LLC |
15 |
| Vanguard Capital Management Llc |
15 |
| Alpine Global Management, LLC |
15 |
| State Board Of Administration Of Florida Retirement System |
15 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
15 |
| SBI Securities Co., Ltd. |
15 |
| New York State Teachers Retirement System |
15 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
15 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
15 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
15 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
15 |
| Cutler Group LP |
15 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
15 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
15 |
| Wellington Management Group Llp |
15 |
| Mariner, LLC |
15 |
| First Trust Advisors Lp |
15 |
| Global Retirement Partners, LLC |
15 |
| Fifth Third Bancorp |
15 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
15 |
| Profunds - Profund Vp Small-cap |
15 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
15 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
15 |
| Lord, Abbett & Co. Llc |
14 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
14 |
| CIBC Private Wealth Group, LLC |
14 |
| Vanguard Fiduciary Trust Co |
14 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
14 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
14 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
14 |
| Arizona State Retirement System |
14 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
14 |
| State of New Jersey Common Pension Fund D |
14 |
| Great West Life Assurance Co /can/ |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
14 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
14 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
14 |
| Rothschild Investment Llc |
14 |
| Y-Intercept (Hong Kong) Ltd |
14 |
| Vanguard Portfolio Management Llc |
14 |
| Graham Capital Management, L.P. |
14 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
14 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
14 |
| Private Capital Group, LLC |
14 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
14 |
| GAMMA Investing LLC |
14 |
| Canada Pension Plan Investment Board |
14 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
14 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
14 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
14 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
14 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
14 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
14 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
14 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
14 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
14 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
14 |
| Massmutual Trust Co Fsb/adv |
14 |
| Huntington National Bank |
14 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
14 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
14 |
| Raymond James Financial Inc |
14 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
14 |
| State of Tennessee, Treasury Department |
14 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
14 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
14 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
14 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
14 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
14 |
| Cnh Partners Llc |
14 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
14 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
14 |
| Advent Claymore Convertible Securities & Income Fund |
14 |
| TCI Wealth Advisors, Inc. |
14 |
| BlueCrest Capital Management Ltd |
14 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
14 |
| SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund |
14 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
14 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
14 |
| Meeder Asset Management Inc |
13 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
13 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
13 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
13 |
| Virginia Retirement Systems Et Al |
13 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
13 |
| O'shaughnessy Asset Management, Llc |
13 |
| Corebridge Financial, Inc. |
13 |
| Susquehanna Portfolio Strategies, LLC |
13 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
13 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
13 |
| Assetmark, Inc |
13 |
| Klp Kapitalforvaltning As |
13 |
| Point72 Asia (Singapore) Pte. Ltd. |
13 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
13 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
13 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
13 |
| CIBC Asset Management Inc |
13 |
| JustInvest LLC |
13 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
13 |
| Police & Firemen's Retirement System of New Jersey |
13 |
| Alberta Investment Management Corp |
13 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
13 |
| Covestor Ltd |
13 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
13 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
13 |
| FNY Investment Advisers, LLC |
13 |
| Versant Capital Management, Inc |
13 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
13 |
| Dupont Capital Management Corp |
13 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
13 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
13 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
13 |
| Lindbrook Capital, Llc |
13 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
13 |
| Allspring Global Investments Holdings, LLC |
13 |
| Point72 (DIFC) Ltd |
13 |
| California Public Employees Retirement System |
13 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
13 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
13 |
| BNP Paribas Asset Management Holding S.A. |
13 |
| Brown Brothers Harriman & Co |
13 |
| Intech Investment Management Llc |
13 |
| Capital Fund Management S.a. |
13 |
| Davidson Kempner Capital Management Lp |
13 |
| Bell Investment Advisors, Inc |
13 |
| Highbridge Capital Management Llc |
13 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
13 |
| Optiver Holding B.V. |
13 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
13 |
| Putnam Investments Llc |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
13 |
| Blair William & Co/il |
13 |
| PEAK6 Investments LLC |
13 |
| Eaton Vance Management |
13 |
| Sterling Capital Management LLC |
13 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
13 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
13 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
13 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
13 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
13 |
| Cerity Partners LLC |
13 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
13 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
13 |
| Hbk Investments L P |
13 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
13 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
12 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
12 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
12 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
12 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
12 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
12 |
| Mirabella Financial Services Llp |
12 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
12 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
12 |
| Quarry LP |
12 |
| Hartland & Co., LLC |
12 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
12 |
| Winton Capital Group Ltd |
12 |
| Soros Fund Management Llc |
12 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
12 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
12 |
| Brevan Howard Capital Management LP |
12 |
| HAP Trading, LLC |
12 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
12 |
| Schroder Investment Management Group |
12 |
| Caitong International Asset Management Co., Ltd |
12 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
12 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
12 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
12 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
12 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
12 |
| Aquatic Capital Management LLC |
12 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
12 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
12 |
| A.R.T. Advisors, LLC |
12 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
12 |
| PDT Partners, LLC |
12 |
| Quent Capital, LLC |
12 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
12 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
12 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
12 |
| Robeco Institutional Asset Management B.V. |
12 |
| Vestcor Inc |
12 |
| Avion Wealth |
12 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
12 |
| Dark Forest Capital Management Lp |
12 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
12 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
12 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
12 |
| BRYN MAWR TRUST Co |
12 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio |
12 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
12 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
12 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
12 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
12 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
12 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
12 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
12 |
| Nomura Asset Management Co Ltd |
12 |
| Smartleaf Asset Management LLC |
12 |
| Ellevest, Inc. |
12 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
12 |
| Algert Global Llc |
12 |
| Occudo Quantitative Strategies Lp |
12 |
| Public Employees Retirement Association Of Colorado |
12 |
| NEXT Financial Group, Inc |
12 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
12 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
12 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
12 |
| OMERS ADMINISTRATION Corp |
12 |
| Coldstream Capital Management Inc |
12 |
| Stifel Financial Corp |
12 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
12 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
12 |
| American Portfolios Advisors |
12 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
12 |
| National Bank Of Canada /fi/ |
12 |
| TD Waterhouse Canada Inc. |
12 |
| Clear Street Markets Llc |
12 |
| Glassman Wealth Services |
12 |
| Marshall Wace North America L.P. |
12 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
12 |
| Cresset Asset Management, LLC |
12 |
| Ronald Blue Trust, Inc. |
12 |
| Fox Run Management, L.l.c. |
12 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
12 |
| Aigen Investment Management, Lp |
12 |
| Gotham Asset Management, LLC |
12 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
12 |
| Aristeia Capital Llc |
12 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
12 |
| International Assets Investment Management, Llc |
11 |
| Elequin Capital Lp |
11 |
| Corton Capital Inc. |
11 |
| Oregon Public Employees Retirement Fund |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
11 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
11 |
| Essential Partners LLC |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
11 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
11 |
| Glenmede Trust Co Na |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
11 |
| Harbor Capital Advisors, Inc. |
11 |
| Teachers Retirement System Of The State Of Kentucky |
11 |
| Capital Performance Advisors Llp |
11 |
| Bogart Wealth, LLC |
11 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
11 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
11 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
11 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
11 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
11 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
11 |
| VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares |
11 |
| FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF |
11 |
| First Republic Investment Management, Inc. |
11 |
| Principal Funds Inc |
11 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
11 |
| Advisor Group, Inc. |
11 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
11 |
| VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund |
11 |
| Skopos Labs, Inc. |
11 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
11 |
| Handelsbanken Fonder AB |
11 |
| Zacks Investment Management |
11 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
11 |
| Principal Securities, Inc. |
11 |
| Teachers Advisors, Llc |
11 |
| Weiss Asset Management LP |
11 |
| Tiaa Cref Investment Management Llc |
11 |
| Catalyst Funds Management Pty Ltd |
11 |
| Stephens Consulting, LLC |
11 |
| Public Sector Pension Investment Board |
11 |
| FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund |
11 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
11 |
| FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund |
11 |
| Profund Advisors Llc |
11 |
| Quantinno Capital Management LP |
11 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
11 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
11 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
11 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
11 |
| Palisade Capital Management Llc/nj |
11 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
11 |
| Daiwa Securities Group Inc. |
11 |
| Cetera Investment Advisers |
11 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
11 |
| Voloridge Investment Management, Llc |
11 |
| Boston Partners |
11 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
11 |
| Mirae Asset Global Investments Co., Ltd. |
11 |
| Ensign Peak Advisors, Inc |
11 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
11 |
| APG Asset Management N.V. |
11 |
| Ladenburg Thalmann Financial Services Inc |
11 |
| Vanguard Global Advisers, LLC |
11 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
11 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
11 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
11 |
| Alyeska Investment Group, L.P. |
11 |
| Seven Eight Capital, Lp |
11 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
11 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
11 |
| Sunbelt Securities, Inc. |
11 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
11 |
| Mercer Global Advisors Inc /adv |
11 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
11 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
11 |
| Commonwealth Equity Services, Llc |
11 |
| Crewe Advisors LLC |
11 |
| State of Alaska, Department of Revenue |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
| DekaBank Deutsche Girozentrale |
11 |
| Wipfli Financial Advisors Llc, |
11 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
11 |
| Manchester Capital Management LLC |
11 |
| Landscape Capital Management, L.l.c. |
11 |
| Mitsubishi UFJ Trust & Banking Corp |
11 |
| Amalgamated Financial Corp. |
11 |
| J. Goldman & Co LP |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
| Ancora Advisors, LLC |
11 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
11 |
| Root Financial Partners, LLC |
11 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
11 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
11 |
| Counterpoint Mutual Funds LLC |
11 |
| Petrus Trust Company, LTA |
10 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
10 |
| Bare Financial Services, Inc |
10 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
10 |
| Cipher Capital LP |
10 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
10 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
10 |
| Empowered Funds, LLC |
10 |
| Nbc Securities, Inc. |
10 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
10 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
10 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
10 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
10 |
| Brandywine Global Investment Management, LLC |
10 |
| Td Asset Management Inc |
10 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
10 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
10 |
| Stratos Wealth Partners, LTD. |
10 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
10 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
10 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
10 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
10 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
10 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
10 |
| Hexagon Capital Partners LLC |
10 |
| SJS Investment Consulting Inc. |
10 |
| Danske Bank A/s |
10 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
10 |
| Etf Managers Group, Llc |
10 |
| First Manhattan Co |
10 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
10 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
10 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
10 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
10 |
| Geneos Wealth Management Inc. |
10 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
10 |
| EAM Investors, LLC |
10 |
| Duncker Streett & Co Inc |
10 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
10 |
| Fortitude Family Office, LLC |
10 |
| Versor Investments LP |
10 |
| Umb Bank N A/mo |
10 |
| PEAK6 Investments, L.P. |
10 |
| Bayesian Capital Management, LP |
10 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
10 |
| Oppenheimer & Co Inc |
10 |
| Point72 Middle East FZE |
10 |
| Piedmont Investment Advisors Llc |
10 |
| EntryPoint Capital, LLC |
10 |
| Golden State Wealth Management, LLC |
10 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
10 |
| Nationwide Fund Advisors |
10 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
10 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
10 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
10 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
10 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
10 |
| Royce & Associates Lp |
10 |
| Blueshift Asset Management, LLC |
10 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
10 |
| Penserra Capital Management LLC |
10 |
| Aperio Group, LLC |
10 |
| Jfs Wealth Advisors, Llc |
10 |
| Carroll Financial Associates, Inc. |
10 |
| Linden Advisors Lp |
10 |
| Pathstone Family Office, Llc |
10 |
| First Quadrant L P/ca |
10 |
| Spark Investment Management LLC |
10 |
| Natixis |
10 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
10 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
10 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
10 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
10 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
10 |
| Valeo Financial Advisors, LLC |
10 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
10 |
| Driehaus Capital Management Llc |
10 |
| Creative Financial Designs Inc /adv |
10 |
| Gabelli Funds Llc |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| Snowden Capital Advisors LLC |
10 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
10 |
| Twin Peaks Wealth Advisors, LLC |
10 |
| Exchange Traded Concepts, Llc |
10 |
| Citizens Financial Group Inc/ri |
10 |
| Laurion Capital Management LP |
10 |
| CI Private Wealth, LLC |
10 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
10 |
| Raymond James Financial Services Advisors, Inc. |
10 |
| Amundi Pioneer Asset Management Inc |
10 |
| Axa S.a. |
10 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
10 |
| Mfs Charter Income Trust |
10 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
10 |
| Texas Permanent School Fund |
10 |
| Peak6 Llc |
10 |
| Flagship Harbor Advisors, Llc |
10 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
10 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
10 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
10 |
| Sherbrooke Park Advisers Llc |
10 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
10 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
10 |
| UMA Financial Services, Inc. |
10 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
10 |
| PineBridge Investments, L.P. |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
10 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
10 |
| Jain Global LLC |
10 |
| Nordea Investment Management Ab |
10 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
10 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
10 |
| Mackenzie Financial Corp |
10 |
| D.a. Davidson & Co. |
10 |
| Mfs Multimarket Income Trust |
10 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
10 |
| Louisiana State Employees Retirement System |
10 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
10 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
10 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
10 |
| Athanor Capital, Lp |
10 |
| Berman Capital Advisors, LLC |
10 |
| Holocene Advisors, LP |
10 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
10 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
10 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
10 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
9 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
9 |
| RidgeWorth Capital Management LLC |
9 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
9 |
| Atom Investors LP |
9 |
| Cibc World Markets Corp |
9 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
9 |
| M&t Bank Corp |
9 |
| Yousif Capital Management, Llc |
9 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
9 |
| Oppenheimer Asset Management Inc. |
9 |
| Quest Partners LLC |
9 |
| Martingale Asset Management L P |
9 |
| Ground Swell Capital, LLC |
9 |
| Axq Capital, Lp |
9 |
| MUFG Americas Holdings Corp |
9 |
| Pictet Asset Management Holding SA |
9 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
9 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
9 |
| Caxton Associates Lp |
9 |
| Susquehanna Fundamental Investments, Llc |
9 |
| Twinbeech Capital Lp |
9 |
| Calamos Global Dynamic Income Fund |
9 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
9 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
9 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
9 |
| Gemmer Asset Management LLC |
9 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
9 |
| Wealthspire Advisors, L.P. |
9 |
| Everence Capital Management Inc |
9 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
9 |
| Swiss Life Asset Management Ltd |
9 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
9 |
| Proficio Capital Partners LLC |
9 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
9 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
9 |
| Sculptor Capital LP |
9 |
| R Squared Ltd |
9 |
| QS Investors, LLC |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
9 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
9 |
| Wealth Enhancement Advisory Services, Llc |
9 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
9 |
| Whitebox Advisors Llc |
9 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
9 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
9 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
9 |
| Innealta Capital, Llc |
9 |
| JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) |
9 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
9 |
| CoreCap Advisors, LLC |
9 |
| Capital Advisors, Ltd. LLC |
9 |
| Diversified Trust Co |
9 |
| BlackRock Fund Advisors |
9 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
9 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
9 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
9 |
| Menta Capital Llc |
9 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
9 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
9 |
| Vident Investment Advisory, LLC |
9 |
| Levin Capital Strategies, L.p. |
9 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
9 |
| Mutual Of America Capital Management Llc |
9 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
9 |
| Picton Mahoney Asset Management |
9 |
| Alps Advisors Inc |
9 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
9 |
| BlackRock Investment Management, LLC |
9 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
9 |
| Entropy Technologies, LP |
9 |
| College Retirement Equities Fund |
9 |
| Credit Agricole S A |
9 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
9 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
9 |
| Activest Wealth Management |
9 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
9 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
9 |
| DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares |
9 |
| Enterprise Financial Services Corp |
9 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
9 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
9 |
| Dunhill Financial, LLC |
9 |
| Oppenheimer Funds Inc |
9 |
| Sowell Financial Services LLC |
9 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
9 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
9 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
9 |
| BlackRock Advisors LLC |
9 |
| Blackrock Corporate High Yield Fund, Inc. |
9 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
9 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
9 |
| Baker Avenue Asset Management, LP |
9 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
9 |
| Quantamental Technologies LLC |
9 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
9 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
9 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
9 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
9 |
| Benjamin F. Edwards & Company, Inc. |
9 |
| Shell Asset Management Co |
9 |
| Quantitative Systematic Strategies LLC |
9 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
9 |
| Spire Wealth Management |
9 |
| Polar Asset Management Partners Inc. |
9 |
| Skandinaviska Enskilda Banken AB (publ) |
9 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
9 |
| Twin Tree Management, LP |
9 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
9 |
| Quinn Opportunity Partners LLC |
9 |
| Great Lakes Advisors, Llc |
9 |
| Campbell & CO Investment Adviser LLC |
9 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
9 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
9 |
| Whittier Trust Co |
9 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
9 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
9 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
9 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
9 |
| Ubs Oconnor Llc |
9 |
| Natixis Advisors, L.p. |
9 |
| Transamerica Financial Advisors, Inc. |
8 |
| C M Bidwell & Associates Ltd |
8 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
8 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
8 |
| AE Wealth Management LLC |
8 |
| SOUTH STATE Corp |
8 |
| Guardian Wealth Advisors, LLC |
8 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
8 |
| Farmers & Merchants Investments Inc |
8 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
8 |
| Financial Consulate, Inc |
8 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
8 |
| Municipal Employees' Retirement System of Michigan |
8 |
| Private Wealth Management Group, LLC |
8 |
| Wolff Wiese Magana Llc |
8 |
| Cornerstone Capital Management Holdings Llc. |
8 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
8 |
| Maryland State Retirement & Pension System |
8 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
8 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
8 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
8 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
8 |
| Advisory Research Inc |
8 |
| CWM Advisors, LLC |
8 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
8 |
| Annis Gardner Whiting Capital Advisors, LLC |
8 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
8 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
8 |
| Weld Capital Management Llc |
8 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
8 |
| IMC-Chicago, LLC |
8 |
| Intrinsic Edge Capital Management LLC |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
8 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
8 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
8 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
8 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
8 |
| VANGUARD ASSET MANAGEMENT, Ltd |
8 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
| Assenagon Asset Management S.A. |
8 |
| BlackRock Institutional Trust Company, N.A. |
8 |
| Readystate Asset Management Lp |
8 |
| Senvest Management, LLC |
8 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
8 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
8 |
| Paradigm Asset Management Co Llc |
8 |
| Rehmann Capital Advisory Group |
8 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
8 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
8 |
| Janney Montgomery Scott LLC |
8 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
8 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
8 |
| Jupiter Asset Management Ltd |
8 |
| Boston Private Wealth Llc |
8 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
8 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
8 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
8 |
| NumerixS Investment Technologies Inc |
8 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
8 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
8 |
| RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H |
8 |
| SageView Advisory Group, LLC |
8 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
8 |
| Nicholas Investment Partners, LP |
8 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
8 |
| Calamos Dynamic Convertible & Income Fund |
8 |
| Calamos Convertible & High Income Fund |
8 |
| Smith Asset Management Group Lp |
8 |
| Mml Investors Services, Llc |
8 |
| Monashee Investment Management LLC |
8 |
| EMG Holdings, L.P. |
8 |
| Blackrock Ltd Duration Income Trust |
8 |
| Clearbridge Investments, LLC |
8 |
| Calamos Convertible Opportunities & Income Fund |
8 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
8 |
| Td Private Client Wealth Llc |
8 |
| Calamos Global Total Return Fund |
8 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
8 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
8 |
| Belpointe Asset Management LLC |
8 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
8 |
| Pictet Asset Management Sa |
8 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
8 |
| Context Capital Management, LLC |
8 |
| Centersquare Investment Management Llc |
8 |
| Mason Street Advisors, Llc |
8 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
8 |
| Clearline Capital LP |
8 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
8 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
8 |
| United Services Automobile Association |
8 |
| Headlands Technologies LLC |
8 |
| State Farm Mutual Fund Trust |
8 |
| Evergreen Capital Management Llc |
8 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
8 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
8 |
| Fuller & Thaler Asset Management, Inc. |
8 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
8 |
| Pathstone Holdings, LLC |
8 |
| RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
8 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
8 |
| Marathon Trading Investment Management LLC |
8 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
8 |
| Hantz Financial Services, Inc. |
8 |
| Loomis Sayles & Co L P |
8 |
| Kilter Group LLC |
8 |
| Savant Capital, LLC |
8 |
| National Asset Management, Inc. |
8 |
| Ci Investments Inc. |
8 |
| NewSquare Capital LLC |
8 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
8 |
| RBF Capital, LLC |
8 |
| Vanguard Index Funds |
8 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
8 |
| State Farm Variable Product Trust |
8 |
| Ubs Ag |
8 |
| Plante Moran Financial Advisors, LLC |
8 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
8 |
| Gradient Investments LLC |
8 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
| BlackRock Group LTD |
8 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
8 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
8 |
| Sandy Spring Bank |
8 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
8 |
| Toroso Investments, LLC |
8 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
8 |
| Nebula Research & Development LLC |
8 |
| Emerald Mutual Fund Advisers Trust |
8 |
| DiNuzzo Private Wealth, Inc. |
8 |
| Oaktree Capital Management Lp |
8 |
| NN Investment Partners Holdings N.V. |
8 |
| Teza Capital Management LLC |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
8 |
| Catalyst Capital Advisors LLC |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
8 |
| Lighthouse Investment Partners, LLC |
8 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
8 |
| First Hawaiian Bank |
8 |
| DRW Securities, LLC |
8 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
8 |
| Vanguard Investments Australia, Ltd. |
8 |
| Sanctuary Advisors, LLC |
8 |
| Humankind Benefit Corp - Humankind US Stock ETF |
8 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
8 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
8 |
| AMP Capital Investors Ltd |
8 |
| Guggenheim Active Allocation Fund |
8 |
| Kestra Advisory Services, LLC |
8 |
| Wbi Investments, Inc. |
8 |
| RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity |
8 |
| Private Trust Co Na |
8 |
| Wealthspire Advisors, LLC |
8 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
8 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
8 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
8 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
8 |
| Orion Portfolio Solutions, LLC |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
8 |
| Ethic Inc. |
8 |
| Ellington Management Group Llc |
8 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
8 |
| nVerses Capital, LLC |
8 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
7 |
| Symphony Asset Management Llc |
7 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
7 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
7 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
7 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
7 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
7 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
7 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
7 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
7 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
7 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
7 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
7 |
| Pineridge Advisors LLC |
7 |
| BlackRock Japan Co. Ltd |
7 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
7 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
7 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
7 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
7 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
7 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
7 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
7 |
| Brinker Capital Investments, LLC |
7 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
7 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
7 |
| Colony Group, LLC |
7 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
7 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
7 |
| Scientech Research LLC |
7 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
7 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
7 |
| Greenland Capital Management LP |
7 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
7 |
| PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A |
7 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
7 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
7 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
7 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
7 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
7 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
7 |
| Stevens Capital Management Lp |
7 |
| Prospera Financial Services Inc |
7 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
7 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
7 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
7 |
| Asset Management One Co., Ltd. |
7 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
7 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
7 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
7 |
| SECOR Capital Advisors, LP |
7 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
7 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
7 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
7 |
| Qrg Capital Management, Inc. |
7 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
7 |
| Brown Advisory Inc |
7 |
| Sutton Wealth Advisors Inc. |
7 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
7 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
7 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
7 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
7 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
7 |
| Eqis Capital Management, Inc. |
7 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
7 |
| Seacrest Wealth Management, Llc |
7 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
7 |
| Globeflex Capital L P |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
7 |
| Investors Research Corp |
7 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
7 |
| MYDA Advisors LLC |
7 |
| Merit Financial Group, LLC |
7 |
| Vise Technologies, Inc. |
7 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
7 |
| Penn Capital Management Co Inc |
7 |
| Fortitude Advisory Group L.L.C. |
7 |
| Summit Trail Advisors, Llc |
7 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
7 |
| Anson Funds Management LP |
7 |
| Gts Securities Llc |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
| Chicago Equity Partners Llc |
7 |
| Nemes Rush Group LLC |
7 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
7 |
| North Star Investment Management Corp. |
7 |
| VARCOV Co. |
7 |
| HHH - ETF Managers Trust - ETFMG Real Estate Tech ETF |
7 |
| Emerald Advisers, Llc |
7 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
7 |
| Independent Portfolio Consultants, Inc. |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
7 |
| Cornerstone Advisors, Inc. |
7 |
| Schubert & Co |
7 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
7 |
| Bamco Inc /ny/ |
7 |
| Vermillion Wealth Management, Inc. |
7 |
| FourThought Financial, LLC |
7 |
| Pearl River Capital, LLC |
7 |
| Alphacrest Capital Management Llc |
7 |
| Newbridge Financial Services Group, Inc. |
7 |
| First Mercantile Trust Co |
7 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
| Lombard Odier Asset Management (USA) Corp |
7 |
| Segantii Capital Management Ltd |
7 |
| Tarbox Family Office, Inc. |
7 |
| Cullen/frost Bankers, Inc. |
7 |
| SWAN Capital LLC |
7 |
| Nine Chapters Capital Management LLC |
7 |
| DnB Asset Management AS |
7 |
| Capstone Asset Management Co |
7 |
| Shay Capital LLC |
7 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
7 |
| Denali Advisors Llc |
7 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
7 |
| Hillsdale Investment Management Inc. |
7 |
| Duality Advisers, Lp |
7 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
7 |
| Veriti Management LLC |
7 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
7 |
| Bowling Portfolio Management LLC |
7 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
7 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
7 |
| LS Investment Advisors, LLC |
7 |
| Synovus Financial Corp |
7 |
| Bluefin Capital Management, Llc |
7 |
| Russell Frank Co/ |
7 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
7 |
| Xponance, Inc. |
7 |
| Water Island Capital Llc |
7 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
7 |
| Avantax Advisory Services, Inc. |
7 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
7 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
7 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
7 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
7 |
| Private Advisor Group, LLC |
7 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
7 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
7 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
7 |
| Zebra Capital Management LLC |
7 |
| Disciplined Investments, LLC |
7 |
| Commonwealth Bank Of Australia |
7 |
| Moore Capital Management, Lp |
7 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
7 |
| Cetera Advisor Networks LLC |
7 |
| CENTRAL TRUST Co |
7 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
7 |
| FDx Advisors, Inc. |
7 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
7 |
| Apollo Management Holdings, L.P. |
7 |
| Vivaldi Asset Management, LLC |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
7 |
| Blackstone Group Inc |
7 |
| Meridian Wealth Partners, LLC |
7 |
| Hotchkis & Wiley Capital Management Llc |
7 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
7 |
| Kcg Holdings, Inc. |
7 |
| Bokf, Na |
7 |
| Isomer Partners LP |
7 |
| Kennedy Capital Management, Inc. |
7 |
| BlackRock Credit Strategies Fund |
7 |
| Venture Visionary Partners LLC |
7 |
| Suntrust Banks Inc |
7 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
7 |
| Barrow Hanley Mewhinney & Strauss Llc |
7 |
| Element Capital Management Llc |
7 |
| Sumitomo Mitsui Trust Holdings, Inc. |
7 |
| Stone Ridge Asset Management LLC |
7 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
7 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
7 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
7 |
| Fred Alger Management, Llc |
7 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
7 |
| Aster Capital Management (DIFC) Ltd |
7 |
| Keating Financial Advisory Services, Inc. |
7 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
7 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
7 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
7 |
| Leonteq Securities AG |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
7 |
| HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF |
7 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
7 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
7 |
| Xact Kapitalforvaltning AB |
7 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
7 |
| Simon Quick Advisors, Llc |
7 |
| Calamos Wealth Management LLC |
7 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
7 |
| Vanguard World Fund |
7 |
| DLD Asset Management, LP |
7 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
7 |
| Tiaa-cref Funds |
7 |
| Hartford Mutual Funds Inc/ct |
7 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
7 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
7 |
| AlphaCore Capital LLC |
7 |
| Patriot Financial Group Insurance Agency, LLC |
7 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
7 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
7 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
7 |
| Fieldpoint Private Securities, LLC |
7 |
| DeepCurrents Investment Group LLC |
7 |
| Crossmark Global Holdings, Inc. |
7 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
7 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
7 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
7 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
7 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
7 |
| Numerai GP LLC |
7 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
7 |
| Bogle Investment Management L P /de/ |
7 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
7 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
6 |
| Marex Group plc |
6 |
| ClariVest Asset Management LLC |
6 |
| Weiss Strategic Interval Fund |
6 |
| Winch Advisory Services, LLC |
6 |
| Money Concepts Capital Corp |
6 |
| Pallas Capital Advisors LLC |
6 |
| GHP Investment Advisors, Inc. |
6 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
6 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
6 |
| Optimize Financial Inc |
6 |
| Shaolin Capital Management LLC |
6 |
| Polymer Capital Management (US) LLC |
6 |
| Glazer Capital, Llc |
6 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
6 |
| SOA Wealth Advisors, LLC. |
6 |
| Clark Estates Inc/ny |
6 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
6 |
| Kistler-Tiffany Companies, LLC |
6 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
6 |
| Strategic Wealth Partners, Ltd. |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
6 |
| Tcwp Llc |
6 |
| Thompson Siegel & Walmsley Llc |
6 |
| Sawtooth Solutions, LLC |
6 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
6 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
6 |
| Salem Investment Counselors Inc |
6 |
| Prime Capital Investment Advisors, LLC |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
6 |
| Vontobel Holding Ltd. |
6 |
| ETRADE Capital Management LLC |
6 |
| Diametric Capital, LP |
6 |
| Parametrica Management Ltd |
6 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
6 |
| BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF |
6 |
| Hemington Wealth Management |
6 |
| Ssi Investment Management Llc |
6 |
| Caxton Associates Llp |
6 |
| Beryl Capital Management LLC |
6 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
6 |
| Sonora Investment Management, LLC |
6 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
6 |
| Utah Retirement Systems |
6 |
| Stephens Inc /ar/ |
6 |
| Zions Bancorporation, N.A. |
6 |
| Financial Gravity Companies, Inc. |
6 |
| GAM Holding AG |
6 |
| Prestige Wealth Management Group LLC |
6 |
| Mutual Advisors, LLC |
6 |
| Jackson Creek Investment Advisors LLC |
6 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
6 |
| Trustcore Financial Services, Llc |
6 |
| Belvedere Trading LLC |
6 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
6 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
6 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
6 |
| Ameritas Investment Corp |
6 |
| Rialto Wealth Management, LLC |
6 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
6 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
6 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
6 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
6 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
6 |
| Old Mutual Global Investors (UK) Ltd. |
6 |
| Whipplewood Advisors, LLC |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| Cornercap Investment Counsel Inc |
6 |
| Freestone Capital Holdings, LLC |
6 |
| CIBC Bancorp USA Inc. |
6 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
6 |
| Highland Capital Management, Llc |
6 |
| Airain ltd |
6 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
6 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
6 |
| Convergence Investment Partners, LLC |
6 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
6 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
6 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
6 |
| Jennison Associates Llc |
6 |
| Managed Account Advisors Llc |
6 |
| Harel Insurance Investments & Financial Services Ltd. |
6 |
| Angelo Gordon & Co., L.p. |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| Caas Capital Management Lp |
6 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
6 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
6 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
6 |
| Kohlberg Kravis Roberts & Co. L.P. |
6 |
| Lsv Asset Management |
6 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
6 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
6 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
6 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
6 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
6 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
6 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
6 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
6 |
| Adage Capital Partners Gp, L.l.c. |
6 |
| Luxor Capital Group, LP |
6 |
| FIL Ltd |
6 |
| Calamos Strategic Total Return Fund |
6 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
6 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
6 |
| Vident Advisory, LLC |
6 |
| Arkadios Wealth Advisors |
6 |
| Gamco Investors, Inc. Et Al |
6 |
| WFG Advisors, LP |
6 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
6 |
| Acrospire Investment Management LLC |
6 |
| Center for Financial Planning, Inc. |
6 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
6 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
6 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
6 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
6 |
| FORA Capital, LLC |
6 |
| CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
6 |
| Gratia Capital, Llc |
6 |
| Hancock Whitney Corp |
6 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
6 |
| Keebeck Alpha, LP |
6 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
6 |
| Mckinley Capital Management Llc /delaware |
6 |
| Waddell & Reed Financial Inc |
6 |
| Rafferty Asset Management, LLC |
6 |
| Blackrock Multi-sector Income Trust |
6 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
| Alera Investment Advisors, LLC |
6 |
| Illinois Municipal Retirement Fund |
6 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
6 |
| Invictus RG |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
6 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
6 |
| Profunds - Profund Vp Small-cap Value |
6 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
6 |
| Jpmorgan Trust Iii |
6 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
6 |
| Cambria Investment Management, L.P. |
6 |
| Edmond De Rothschild Holding S.a. |
6 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
6 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
6 |
| Zions Bancorporation |
6 |
| Cantor Fitzgerald, L. P. |
6 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
6 |
| Kingsview Wealth Management, LLC |
6 |
| Legacy Wealth Managment, LLC/ID |
6 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
6 |
| Brewin Dolphin Ltd |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
6 |
| Kemnay Advisory Services Inc. |
6 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
6 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
6 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
6 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
6 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
6 |
| Blackrock Debt Strategies Fund, Inc. |
6 |
| Symmetry Peak Management Llc |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
6 |
| Zimmer Partners, LP |
6 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
6 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
6 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
6 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
6 |
| Baird Financial Group, Inc. |
6 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
6 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
6 |
| Advisors Asset Management, Inc. |
6 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
6 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
6 |
| Institutional & Family Asset Management, Llc |
6 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
6 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
6 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
6 |
| Long Pond Capital, LP |
6 |
| AHL Partners LLP |
6 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
6 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
6 |
| Riverhead Capital Management Llc |
6 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
6 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
6 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
6 |
| PENN SERIES FUNDS INC - International Equity Fund |
6 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
6 |
| Prudential Plc |
6 |
| Bank Of Nova Scotia |
6 |
| Taconic Capital Advisors LP |
6 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
6 |
| Weiss Multi-Strategy Advisers LLC |
6 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
6 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
6 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
6 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
6 |
| Blackrock Core Bond Trust |
6 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
| Systematic Financial Management Lp |
6 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
6 |
| Sei Trust Co |
6 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
6 |
| Emerald Acquisition Ltd. |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| Old Mission Capital Llc |
6 |
| Formula Growth Ltd |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
| Inceptionr Llc |
6 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
6 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
6 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
6 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
6 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
6 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
6 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
6 |
| Avantax Planning Partners, Inc. |
6 |
| Employees Retirement System of Texas |
6 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
6 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
6 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
6 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
6 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
6 |
| CX Institutional |
6 |
| Prentice Capital Management, LP |
6 |
| Maven Securities LTD |
6 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
6 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
6 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
6 |
| Compagnie Lombard Odier SCmA |
6 |
| CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A |
6 |
| Abel Hall, LLC |
6 |
| Aviva Plc |
6 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
6 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
6 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
6 |
| Worth Venture Partners, LLC |
6 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
6 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
6 |
| Barings Llc |
6 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
| Harbor Investment Advisory, Llc |
6 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
6 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
6 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
6 |
| Pictet Asset Management Ltd |
6 |
| SG3 Management, LLC |
6 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
6 |
| Arden Investment Series Trust |
6 |
| Sofos Investments, Inc. |
6 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
6 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
| Steward Financial Group LLC |
6 |
| Ameritas Advisory Services, LLC |
6 |
| HST Ventures, LLC |
6 |
| Howe & Rusling Inc |
6 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
6 |
| Vantagepoint Funds |
6 |
| CIBC World Markets Inc. |
6 |
| Freestone Grove Partners LP |
6 |
| Yorktown Management & Research Co Inc |
6 |
| Evoke Wealth, Llc |
6 |
| Eagle Asset Management Inc |
6 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
6 |
| Winslow, Evans & Crocker, Inc. |
6 |
| Banque Transatlantique SA |
6 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
6 |
| Camelot Portfolios, LLC |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
6 |
| Brookfield Asset Management Inc. |
6 |
| CenterBook Partners LP |
6 |
| Numeric Investors Llc |
6 |
| Riverview Trust Co |
6 |
| MQS Management LLC |
6 |
| Trust Co Of Vermont |
6 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
6 |
| Spot Trading L.L.C |
6 |
| Delphia (USA) Inc. |
6 |
| Baldwin Brothers Inc/ma |
6 |
| Bayforest Capital Ltd |
6 |
| Ajo, Lp |
6 |
| VTL Associates, LLC |
5 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
5 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
5 |
| SAC Capital Advisors LP |
5 |
| Ardsley Advisory Partners Lp |
5 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
5 |
| United Capital Financial Advisers, Llc |
5 |
| BI Asset Management Fondsmaeglerselskab A/S |
5 |
| OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF |
5 |
| G2 Investment Partners Management LLC |
5 |
| Alliancebernstein Global High Income Fund Inc |
5 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
5 |
| Bartlett & Co. LLC |
5 |
| Lido Advisors, LLC |
5 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
5 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
5 |
| Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) |
5 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| Bb&t Securities, Llc |
5 |
| Salomon & Ludwin, LLC |
5 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
5 |
| Nalls Sherbakoff Group, Llc |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
5 |
| Procyon Private Wealth Partners, LLC |
5 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
5 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
5 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
5 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
5 |
| MASTER BOND LLC - Master Total Return Portfolio |
5 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
5 |
| Colonial Trust Advisors |
5 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
5 |
| MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
5 |
| Sig Brokerage, Lp |
5 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
5 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
5 |
| TIG Advisors, LLC |
5 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
| Saba Capital Management, L.P. |
5 |
| Northwest & Ethical Investments L.P. |
5 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
5 |
| Csenge Advisory Group |
5 |
| Vanguard Whitehall Funds |
5 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
5 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
5 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
5 |
| Stonebridge Capital Advisors LLC |
5 |
| State Of Michigan Retirement System |
5 |
| Wetherby Asset Management Inc |
5 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
5 |
| Accurate Wealth Management, LLC |
5 |
| Wealthcare Advisory Partners LLC |
5 |
| Cloud Capital Management, LLC |
5 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
5 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
5 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
5 |
| IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
5 |
| Echo Street Capital Management LLC |
5 |
| Steelhead Partners Llc |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| Absolute Return Capital, LLC |
5 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| Plato Investment Management Ltd |
5 |
| CVA Family Office, LLC |
5 |
| MUFG Securities EMEA plc |
5 |
| Skaana Management L.P. |
5 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
5 |
| Jacobi Capital Management LLC |
5 |
| Agf Investments Inc. |
5 |
| Bancroft Fund Ltd |
5 |
| Kapitalo Investimentos Ltda |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| StoneX Group Inc. |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
5 |
| Zions Bancorporation, National Association /ut/ |
5 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
5 |
| Liberty Wealth Management Llc |
5 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
5 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
5 |
| PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF |
5 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
5 |
| 361 Capital Llc |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| Clinton Group Inc |
5 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
5 |
| Neuberger Berman High Yield Strategies Fund Inc. |
5 |
| Bailard, Inc. |
5 |
| ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares |
5 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
5 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
5 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
5 |
| RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
5 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I |
5 |
| Quest Capital Management Inc /adv |
5 |
| Shenkman Capital Management Inc |
5 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
5 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
| GV Financial Advisors |
5 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
5 |
| Whittier Trust Co Of Nevada Inc |
5 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
5 |
| AlphaMark Advisors, LLC |
5 |
| Stone House Investment Management, LLC |
5 |
| Boston Advisors Llc |
5 |
| Western Wealth Management, LLC |
5 |
| Legato Capital Management LLC |
5 |
| Voleon Capital Management Lp |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
5 |
| FinTrust Capital Advisors, LLC |
5 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
5 |
| Jump Trading, LLC |
5 |
| Elkfork Partners LLC |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
5 |
| First Capital Advisors Group, LLC. |
5 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
5 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
5 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
5 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
5 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
5 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
5 |
| Leap Investments Lp |
5 |
| Massachusetts Financial Services Co /ma/ |
5 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
5 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
5 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
| DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF |
5 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
5 |
| Bridgewater Associates, LP |
5 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
5 |
| Triumph Capital Management |
5 |
| 1832 Asset Management L.P. |
5 |
| VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
5 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
5 |
| Anchor Capital Advisors Llc |
5 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
5 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
5 |
| Carlson Capital L P |
5 |
| 1st Global Advisors, Inc. |
5 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
5 |
| Pentwater Capital Management LP |
5 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
5 |
| Quantessence Capital LLC |
5 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
5 |
| Byrne Asset Management LLC |
5 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
5 |
| Ballentine Partners, LLC |
5 |
| Chartwell Investment Partners, Llc |
5 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| Rise Advisors, LLC |
5 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
5 |
| Continuum Advisory, LLC |
5 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
| III Capital Management |
5 |
| Gilder Gagnon Howe & Co Llc |
5 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
5 |
| Wexford Capital Lp |
5 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
5 |
| T. Rowe Price Investment Management, Inc. |
5 |
| Legg Mason Bw Global Income Opportunities Fund Inc. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
5 |
| Woodline Partners LP |
5 |
| Venator Capital Management Ltd. |
5 |
| Alpha Windward Llc |
5 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
5 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
5 |
| Shelton Capital Management |
5 |
| Allstate Corp |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| Atria Investments Llc |
5 |
| San Francisco Sentry Investment Group (ca) |
5 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
5 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
5 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
5 |
| Bluefin Trading, LLC |
5 |
| Northern Trust Co Of Connecticut |
5 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
5 |
| Rossby Financial, LCC |
5 |
| Fiera Capital Corp |
5 |
| Allianzgi Equity & Convertible Income Fund |
5 |
| Omnia Family Wealth, LLC |
5 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
5 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| Smallwood Wealth Investment Management, LLC |
5 |
| FNY Managed Accounts LLC |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
5 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
| Integrated Quantitative Investments LLC |
5 |
| Fir Tree Capital Management Lp |
5 |
| OP Asset Management Ltd |
5 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
5 |
| Timber Hill LLC |
5 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
5 |
| Gierl Augustine Investment Management Inc |
5 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
5 |
| Baystate Wealth Management LLC |
5 |
| Synergy Investment Management, LLC |
5 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
| Lenox Wealth Advisors, LLC |
5 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
5 |
| Sciencast Management LP |
5 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
5 |
| BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
5 |
| Retirement Systems of Alabama |
5 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
5 |
| WASHINGTON TRUST Co |
5 |
| WealthPLAN Partners, LLC |
5 |
| Cetera Advisors LLC |
5 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
5 |
| Copper Rock Capital Partners, LLC |
5 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
5 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
5 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
5 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
5 |
| Portolan Capital Management, LLC |
5 |
| Bay Harbor Wealth Management, LLC |
5 |
| HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF |
5 |
| Moneta Group Investment Advisors Llc |
5 |
| Lee Financial Co |
5 |
| Marcum Wealth, LLC |
5 |
| Vanguard Horizon Funds |
5 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
5 |
| Independent Advisor Alliance |
5 |
| Exos Asset Management LLC |
5 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
| Ropes Wealth Advisors Llc |
5 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
| Old National Bancorp /in/ |
5 |
| Oak Thistle LLC |
5 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
5 |
| Venturi Wealth Management, LLC |
5 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
5 |
| Wellington Grp LLC |
5 |
| Fortem Financial Group, Llc |
5 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
5 |
| RBB FUND, INC. - Aquarius International Fund |
5 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
5 |
| Virtus Investment Advisers, Inc. |
5 |
| Regions Financial Corp |
5 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
5 |
| Strive Financial Group ,LLC |
5 |
| Beaird Harris Wealth Management, LLC |
5 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
| Princeton Alpha Management LP |
5 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
5 |
| We Are One Seven, LLC |
5 |
| AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
5 |
| Affinity Investment Advisors, Llc |
5 |
| Nwam Llc |
5 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
5 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
5 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
5 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
5 |
| Maverick Capital Ltd |
5 |
| Clark Wealth Partners |
5 |
| Concord Wealth Partners |
5 |
| Cambridge Trust Co |
5 |
| Putnam Premier Income Trust |
5 |
| Hudock, Inc. |
5 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
5 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
5 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
5 |
| Bridgefront Capital, LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
5 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
5 |
| BBT Capital Management, LLC |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
5 |
| Vantage Consulting Group Inc |
5 |
| People's United Financial, Inc. |
5 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
5 |
| EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| Evercore Wealth Management, LLC |
5 |
| IHT Wealth Management, LLC |
5 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
5 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
5 |
| Cowen And Company, Llc |
5 |
| Boussard & Gavaudan Investment Management LLP |
5 |
| Capula Management Ltd |
5 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
5 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
5 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
5 |
| GPS Wealth Strategies Group, LLC |
5 |
| Lake Street Advisors Group, Llc |
5 |
| Financial Advocates Investment Management |
5 |
| MetLife Securities, Inc |
5 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
5 |
| Aaron Wealth Advisors LLC |
5 |
| Curio Wealth, Llc |
5 |
| Profunds - Profund Vp Oil & Gas |
5 |
| Integrated Advisors Network LLC |
5 |
| EAM Global Investors LLC |
5 |
| QVT Financial LP |
5 |
| Sequoia Financial Advisors, LLC |
5 |
| WPG Advisers, LLC |
5 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
5 |
| Murchinson Ltd. |
5 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
5 |
| Meadow Creek Investment Management LLC |
5 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
5 |
| Resources Investment Advisors, LLC. |
5 |
| Mesirow Financial Investment Management, Inc. |
5 |
| Johnson Financial Group, Inc. |
5 |
| RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R |
5 |
| New England Capital Financial Advisors LLC |
5 |
| Securian Asset Management, Inc |
5 |
| FineMark National Bank & Trust |
5 |
| Hartford Series Fund Inc |
5 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
5 |
| Hughes Financial Services, LLC |
5 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
5 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
5 |
| Capital Analysts, Inc. |
5 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
5 |
| Joel Isaacson & Co., LLC |
5 |
| USA Financial Portformulas Corp |
5 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| Zazove Associates Llc |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
5 |
| Bleakley Financial Group, LLC |
5 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
5 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
5 |
| Brighton Jones Llc |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
5 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
5 |
| Hennessy Advisors Inc |
5 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
5 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
5 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
5 |
| Putnam Master Intermediate Income Trust |
5 |
| Aspire Private Capital, LLC |
5 |
| Pitcairn Co |
5 |
| Cordant, Inc. |
5 |
| Delos Wealth Advisors, LLC |
5 |
| Reilly Financial Advisors, Llc |
5 |
| Cornerstone Planning Group LLC |
5 |
| TD Capital Management LLC |
5 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
5 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
5 |
| Ashton Thomas Private Wealth, LLC |
5 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
5 |
| New York Life Investment Management Llc |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
5 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
5 |
| Wiley Bros.-aintree Capital, Llc |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
5 |
| Kestra Private Wealth Services, Llc |
5 |
| Hm Payson & Co |
5 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
5 |
| BREFX - BARON SELECT FUNDS - Baron Real Estate Fund |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| Harvest Investment Services, LLC |
5 |
| Asset Dedication, LLC |
5 |
| New Amsterdam Partners Llc/ny |
5 |
| SpiderRock Advisors, LLC |
5 |
| Granite Investment Partners, LLC |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
5 |
| Cigna Investments Inc /new |
5 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
5 |
| Summit Global Investments |
5 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
5 |
| Perigon Wealth Management, LLC |
5 |
| Godfrey Financial Associates, Inc. |
5 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| Capital Impact Advisors, LLC |
5 |
| Tributary Capital Management, LLC |
5 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
5 |
| Kerrisdale Advisers, LLC |
5 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
5 |
| First Horizon Corp |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
5 |
| Koshinski Asset Management, Inc. |
5 |
| Flow Traders U.s. Llc |
5 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
5 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
5 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
5 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
5 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
5 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
5 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
5 |
| Covington Capital Management |
5 |
| Comprehensive Financial Planning, Inc./PA |
5 |
| Capital Growth Management Lp |
5 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
5 |
| Empyrean Capital Partners, LP |
5 |
| Tfs Capital Llc |
5 |
| Financial Architects, Inc |
5 |
| Wealthfront Advisers Llc |
5 |
| River & Mercantile Asset Management Llp |
5 |
| LRI Investments, LLC |
5 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| TCELX - T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
5 |
| SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A |
5 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
5 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
5 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
4 |
| Ghisallo Capital Management LLC |
4 |
| Tremblant Capital Group |
4 |
| InterOcean Capital Group, LLC |
4 |
| Alpha DNA Investment Management LLC |
4 |
| Visium Asset Management, LP |
4 |
| 25 Llc |
4 |
| Ing Groep Nv |
4 |
| Tradition Wealth Management, LLC |
4 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
| TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
4 |
| ORG Partners LLC |
4 |
| Atria Wealth Solutions, Inc. |
4 |
| Baader Bank INC |
4 |
| Wall Street Access Asset Management, LLC |
4 |
| New York Life Investments Alternatives |
4 |
| BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares |
4 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
4 |
| LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I |
4 |
| SummerHaven Investment Management, LLC |
4 |
| Resolute Advisors LLC |
4 |
| Leuthold Group, Llc |
4 |
| Verdad Advisers, LP |
4 |
| Point72 Europe (London) LLP |
4 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
4 |
| LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
4 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
4 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
4 |
| Corsair Capital Management, L.p. |
4 |
| CAPROCK Group, Inc. |
4 |
| Fort Baker Capital Management LP |
4 |
| CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF |
4 |
| Origin Asset Management LLP |
4 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
4 |
| High Note Wealth, LLC |
4 |
| Gabelli Convertible & Income Securities Fund Inc |
4 |
| Glen Harbor Capital Management LLC |
4 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
4 |
| MCF Advisors LLC |
4 |
| Sound Income Strategies, LLC |
4 |
| Sage Mountain Advisors LLC |
4 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
4 |
| Aristides Capital LLC |
4 |
| Van Berkom & Associates Inc. |
4 |
| Motley Fool Asset Management LLC |
4 |
| SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class |
4 |
| Profunds - Profund Vp Real Estate |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| Winfield Associates, Inc. |
4 |
| Quantitative Investment Management, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| Valley National Advisers Inc |
4 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
4 |
| Essex Investment Management Co Llc |
4 |
| DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A |
4 |
| Harvest Management Llc |
4 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
4 |
| Karp Capital Management Corp |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
4 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
4 |
| XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF |
4 |
| Chicago Partners Investment Group LLC |
4 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
4 |
| First Citizens Bank & Trust Co |
4 |
| TFC Financial Management |
4 |
| Wilkerson Advisory Group LLC |
4 |
| Old Mutual Customised Solutions (proprietary) Ltd |
4 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
4 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
| KKR Credit Opportunities Portfolio |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| Arrowgrass Capital Partners (us) Lp |
4 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
4 |
| VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares |
4 |
| Ledyard National Bank |
4 |
| Candriam Luxembourg S.C.A. |
4 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| Stonegate Investment Group, LLC |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| Notable Capital Management, L.l.c. |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| Weber Alan W |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
4 |
| James Investment Research Inc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
4 |
| Carmichael Hill & Associates, Inc. |
4 |
| REPIX - Profunds - Real Estate Ultrasector Profund Investor Class |
4 |
| Cowen Group, Inc. |
4 |
| CenterStar Asset Management, LLC |
4 |
| Capital Guardian Trust Co |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
4 |
| Prescott Group Capital Management, L.l.c. |
4 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
4 |
| Vision Financial Markets Llc |
4 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
4 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
4 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
| General Motors Investment Management Corp |
4 |
| Whetstone Capital Advisors, LLC |
4 |
| Meramec Financial Planners, LLC |
4 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
4 |
| RWC Asset Management LLP |
4 |
| First Eagle Investment Management, LLC |
4 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
4 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
| Sarver Vrooman Wealth Advisors |
4 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
4 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
4 |
| HOMZ - ETF Series Solutions - Hoya Capital Housing ETF |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
4 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| Ellsworth Growth & Income Fund Ltd |
4 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
4 |
| HHM Wealth Advisors, LLC |
4 |
| Manatuck Hill Partners, LLC |
4 |
| FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund |
4 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
4 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
4 |
| Magnus Financial Group LLC |
4 |
| JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV |
4 |
| Optima Capital Llc |
4 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
4 |
| Park West Asset Management LLC |
4 |
| Spectrum Management Group, LLC |
4 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
4 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
4 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
4 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
4 |
| Kestra Investment Management, LLC |
4 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
4 |
| 111 Capital |
4 |
| Tocqueville Asset Management L.p. |
4 |
| Mv Capital Management, Inc. |
4 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
4 |
| Brinker Capital Inc |
4 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
4 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
4 |
| PenderFund Capital Management Ltd. |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| Rsm Us Wealth Management Llc |
4 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
4 |
| Mather Group, Llc. |
4 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
| EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
4 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
4 |
| Westside Investment Management, Inc. |
4 |
| Aventura Private Wealth, LLC |
4 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
4 |
| FNPIX - Profunds - Financials Ultrasector Profund Investor Class |
4 |
| Easterly Investment Partners Llc |
4 |
| Union Bancaire Privee, UBP SA |
4 |
| LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF |
4 |
| Vivaldi Capital Management, LLC |
4 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
4 |
| Equitec Proprietary Markets, Llc |
4 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
4 |
| Marquette Asset Management, LLC |
4 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
4 |
| Eaton Vance Ltd Duration Income Fund |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
4 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
4 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
4 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
4 |
| Private Ocean, LLC |
4 |
| Moisand Fitzgerald Tamayo, LLC |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| New Wave Wealth Advisors Llc |
4 |
| Renaissance Group Llc |
4 |
| Miller Wealth Advisors, Llc |
4 |
| Gen-Wealth Partners Inc |
4 |
| VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral |
4 |
| Mint Tower Capital Management B.V. |
4 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
4 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
4 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
4 |
| RMB Capital Management, LLC |
4 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
4 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
4 |
| AdvisorShares Investments LLC |
4 |
| VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| Atlantic Trust, LLC |
4 |
| Winton Diversified Opportunities Fund |
4 |
| Cinctive Capital Management LP |
4 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
4 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
4 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
4 |
| HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| Matarin Capital Management, LLC |
4 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
| Gideon Capital Advisors, Inc. |
4 |
| Oppenheimer Variable Account Funds |
4 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
4 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
4 |
| Optas, LLC |
4 |
| Castle Creek Arbitrage, LLC |
4 |
| BDO Wealth Advisors, LLC |
4 |
| Kore Private Wealth LLC |
4 |
| National Planning Corp |
4 |
| Profunds - Profund Vp Financials |
4 |
| South Dakota Investment Council |
4 |
| Three Corner Global Investors LP |
4 |
| Wealthcare Capital Management Llc |
4 |
| West Paces Advisors Inc. |
4 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
4 |
| Pendal Group Ltd |
4 |
| Highland Capital Management Lp |
4 |
| EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 |
4 |
| Neo Ivy Capital Management |
4 |
| Mount Yale Investment Advisors, LLC |
4 |
| Game Plan Financial Advisors, LLC |
4 |
| Kkr Income Opportunities Fund |
4 |
| Strategic Wealth Advisors LLC |
4 |
| HFM Investment Advisors, LLC |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
4 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
4 |
| Islay Capital Management, Llc |
4 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
4 |
| Banque Cantonale Vaudoise |
4 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
4 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
4 |
| Bb&t Investment Services, Inc. |
4 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| Strategic Investment Solutions, Inc. /IL |
4 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
4 |
| GeoWealth Management, LLC |
4 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
4 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
4 |
| Dana Investment Advisors, Inc. |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| Blackrock Floating Rate Income Trust |
4 |
| Intact Investment Management Inc. |
4 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
4 |
| Cedar Mountain Advisors, LLC |
4 |
| Profunds - Profund Vp Small-cap Growth |
4 |
| Advisors Preferred, LLC |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
4 |
| Camden Asset Management L P /ca |
4 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
4 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
4 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
4 |
| Invictus RG Pte. Ltd. |
4 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
4 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
4 |
| BlueMar Capital Management, LLC |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| Governors Lane LP |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
4 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
4 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
4 |
| MKP Capital Management, L.L.C. |
4 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
4 |
| Edge Advisors, Llc |
4 |
| River Road Asset Management, LLC |
4 |
| Rydex Etf Trust |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| Lennar Corp /new/ |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| Oberweis Asset Management Inc/ |
4 |
| Schechter Investment Advisors, LLC |
4 |
| Maplelane Capital, Llc |
4 |
| Philadelphia Financial Management of San Francisco, LLC |
4 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
4 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
| TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund |
4 |
| PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
4 |
| Abound Wealth Management |
4 |
| Oppenheimer Quest For Value Funds |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| Nvest Wealth Strategies, Inc. |
4 |
| Treasurer of the State of North Carolina |
4 |
| Atika Capital Management LLC |
4 |
| Voya Emerging Markets High Dividend Equity Fund |
4 |
| Edgestream Partners, L.P. |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| MCHI - iSHARES TRUST - iShares MSCI China ETF |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| Cerebellum GP, LLC |
4 |
| EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
4 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
4 |
| Core Wealth Advisors, Llc |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
4 |
| ESGE - iShares, Inc. - iShares ESG MSCI EM ETF |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
4 |
| Turtle Creek Wealth Advisors, LLC |
4 |
| Longfellow Investment Management Co Llc |
4 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
4 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
4 |
| FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund |
4 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
4 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
4 |
| Wealth Preservation Advisors, LLC |
4 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
4 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
4 |
| EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF |
4 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
4 |
| Global X Funds |
4 |
| RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
4 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
4 |
| Pnc Funds |
4 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
4 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
4 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
4 |
| PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF |
4 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
4 |
| AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A |
4 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
| CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class |
4 |
| Itau Unibanco Holding S.A. |
4 |
| Optimum Investment Advisors |
4 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
| First National Bank Of Omaha |
4 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
4 |
| New Mexico Educational Retirement Board |
4 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
4 |
| Pier Capital, LLC |
4 |
| Westpac Banking Corp |
4 |
| Dubuque Bank & Trust Co |
4 |
| DGS Capital Management, LLC |
4 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
4 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
4 |
| Callan Family Office, LLC |
4 |
| First Personal Financial Services |
4 |
| Keybank National Association/oh |
4 |
| ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class |
4 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
4 |
| 683 Capital Management, LLC |
4 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
4 |
| Capital World Investors |
4 |
| PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 |
4 |
| URE - PROSHARES TRUST - ProShares Ultra Real Estate |
4 |
| Deere & Co |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| Oppenheimer Etf Trust |
4 |
| Greenleaf Trust |
4 |
| Union Square Park Capital Management, LLC |
4 |
| UYG - PROSHARES TRUST - ProShares Ultra Financials |
4 |
| Analytic Investors, LLC |
4 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
4 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
4 |
| EverPoint Asset Management, LLC |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| Mizuho Securities Usa Llc |
4 |
| FJ Capital Management LLC |
4 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
4 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
4 |
| JPL Wealth Management, LLC |
4 |
| Royce Value Trust Inc |
4 |
| Frazier Financial Advisors, LLC |
4 |
| GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| CWA Asset Management Group, LLC |
4 |
| Enlightenment Research, LLC |
4 |
| DB Fitzpatrick & Co, Inc |
4 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
4 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
4 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
4 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
4 |
| EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF |
4 |
| Scopus Asset Management, L.p. |
4 |
| Front Row Advisors LLC |
4 |
| U.S. Capital Wealth Advisors, LLC |
4 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
4 |
| WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL |
4 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| PharVision Advisers, LLC |
4 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
4 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
4 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
| CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
4 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
| ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A |
4 |
| Copeland Capital Management, LLC |
4 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
4 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
4 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| IMA Wealth, Inc. |
4 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
4 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
| Delphi Private Advisors LLC |
4 |
| Cascade Investment Advisors, Inc. |
4 |
| CenterStar Fund, LLC |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| Harbour Capital Advisors, LLC |
4 |
| Van Eck Associates Corp |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
4 |
| Kepos Capital LP |
4 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
4 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
4 |
| John Hancock Hedged Equity & Income Fund |
4 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
| Hanseatic Management Services Inc |
4 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
4 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
4 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
4 |
| Tsfg, Llc |
4 |
| CastleKnight Management LP |
4 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
4 |
| AGF Investments LLC |
4 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
4 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
4 |
| Gateway Investment Advisers Llc |
4 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
4 |
| Strycker View Capital Llc |
4 |
| Cullen Capital Management, LLC |
4 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
4 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I |
4 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
4 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
4 |
| Rothschild Investment Corp /il |
4 |
| Matrix Trust Co |
4 |
| IYR - iSHARES TRUST - iShares U.S. Real Estate ETF |
4 |
| CHIR - Global X Funds - Global X MSCI China Real Estate ETF |
4 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
4 |
| Mason Street Advisors, Llc |
4 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
4 |
| Global Trust Asset Management, LLC |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 |
4 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
4 |
| HB Wealth Management, LLC |
4 |
| Integral Derivatives, LLC |
4 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
4 |
| Raleigh Capital Management Inc. |
4 |
| Forum Financial Management, LP |
4 |
| JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF |
4 |
| Scotia Capital Inc. |
4 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
4 |
| Sandler Capital Management |
4 |
| Global X Management CO LLC |
4 |
| Inscription Capital, LLC |
4 |
| Malaga Cove Capital, LLC |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| City Holding Co |
4 |
| Delta Asset Management Llc/tn |
4 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
4 |
| Tompkins Financial Corp |
4 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
4 |
| Julex Capital Management, Llc |
4 |
| Hallmark Capital Management Inc |
4 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
4 |
| Oliver Lagore Vanvalin Investment Group |
4 |
| Tradewinds Capital Management, LLC |
4 |
| Navalign, LLC |
4 |
| Meteora Capital, LLC |
4 |
| Financial Management Professionals, Inc. |
4 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
4 |
| Checchi Capital Advisers, LLC |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
4 |
| Robertson Stephens Wealth Management, LLC |
4 |
| Tortoise Investment Management, LLC |
4 |
| Contravisory Investment Management, Inc. |
4 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
4 |
| Vinva Investment Management Ltd |
4 |
| Wunderlich Securities, Inc. |
4 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
4 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
4 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
4 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
4 |
| Miller Value Partners, Llc |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class |
4 |
| WealthCollab, LLC |
4 |
| Avalon Trust Co |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| Toth Financial Advisory Corp |
4 |
| Smithfield Trust Co |
4 |
| GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares |
3 |
| GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
3 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
3 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
3 |
| Nokomis Capital, L.L.C. |
3 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
3 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
3 |
| IndexIQ Advisors LLC |
3 |
| Davidson Kempner Partners |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| Selective Wealth Management, Inc. |
3 |
| AIA Group Ltd |
3 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
3 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
| Impact Partnership Wealth, LLC |
3 |
| FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| Cary Street Partner Investment Advisory Llc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| Coastal Capital Group, Inc. |
3 |
| Atomi Financial Group, Inc. |
3 |
| Townsquare Capital Llc |
3 |
| Gladstone Institutional Advisory LLC |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
| Islet Management, LP |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| Nishkama Capital, LLC |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| potrero capital research llc |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Pensionmark Financial Group, Llc |
3 |
| CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A |
3 |
| XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
3 |
| FCA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust China AlphaDEX Fund |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
3 |
| FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF |
3 |
| FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
3 |
| Alight Capital Management LP |
3 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
3 |
| Cypress Capital, LLC |
3 |
| MMCAP International Inc. SPC |
3 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
3 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
3 |
| Machina Capital S.a.s. |
3 |
| Wedbush Securities Inc |
3 |
| Comerica Securities,inc. |
3 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
3 |
| Cadence Capital Management Llc |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| Horizon Kinetics Asset Management Llc |
3 |
| Benjamin Edwards Inc |
3 |
| Weaver Consulting Group |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class |
3 |
| Jump Trading, Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares |
3 |
| MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares |
3 |
| FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund |
3 |
| MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares |
3 |
| MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares |
3 |
| MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II |
3 |
| Chimera Capital Management LLC |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
3 |
| Munder Series Trust |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| Delaware Management Holdings, Inc. |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| Abacus Wealth Partners, LLC |
3 |
| Beck Bode, LLC |
3 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
3 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
3 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
3 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
3 |
| RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| Vanderbilt University |
3 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| JOEMX - Advisers Investment Trust - JOHCM Emerging Markets Opportunities Fund Institutional Shares |
3 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
3 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
3 |
| UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF |
3 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
3 |
| Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) |
3 |
| Ibex Investors LLC |
3 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
3 |
| Gupta Wealth Management LLC |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) |
3 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
3 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
3 |
| NMMGX - Northern Funds - Multi-manager Global Real Estate Fund |
3 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
3 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| GEM Realty Capital |
3 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
3 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
3 |
| MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I |
3 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
3 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
3 |
| Security National Trust Co |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - |
3 |
| GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| Wealthfront Inc |
3 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
| SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
3 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| Westwood Holdings Group Inc |
3 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
3 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio |
3 |
| JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class |
3 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
3 |
| Jb Capital Partners Lp |
3 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
3 |
| WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
3 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
3 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
3 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
| Epoch Investment Partners, Inc. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
3 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| Santa Fe Partners LLC |
3 |
| SummitTX Capital, L.P. |
3 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
| Mendota Financial Group, LLC |
3 |
| VitalStone Financial, LLC |
3 |
| Fiduciary Alliance LLC |
3 |
| DV Trading LLC |
3 |
| MCH - MATTHEWS INTERNATIONAL FUNDS - Matthews China Active ETF |
3 |
| Uniplan Investment Counsel, Inc. |
3 |
| Samlyn Capital, Llc |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| Glynn Capital Management Llc |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| Axxcess Wealth Management, Llc |
3 |
| Connective Capital Management, LLC |
3 |
| Scarborough Advisors, LLC |
3 |
| Columbus Circle Investors |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
3 |
| Vantage Investment Advisors, LLC |
3 |
| Heritage Financial Services, LLC |
3 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
3 |
| REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF |
3 |
| Deltec Asset Management Llc |
3 |
| K.J. Harrison & Partners Inc |
3 |
| Monarch Partners Asset Management LLC |
3 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
| Range Financial Group LLC |
3 |
| Rational Advisors Llc |
3 |
| High Net Worth Advisory Group LLC |
3 |
| TMFX - RBB FUND, INC. - Motley Fool Next Index ETF |
3 |
| Osterweis Capital Management Inc |
3 |
| CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF |
3 |
| Perpetual Ltd |
3 |
| Simplicity Wealth,LLC |
3 |
| Vulcan Value Partners, LLC |
3 |
| Kultura Capital Management LP |
3 |
| Options Solutions, Llc |
3 |
| Tyler-Stone Wealth Management |
3 |
| Omni Event Management Ltd |
3 |
| High Point Bank & Trust Co |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| King Luther Capital Management Corp |
3 |
| Advisor Partners Llc |
3 |
| Americafirst Capital Management, Llc |
3 |
| Tiedemann Advisors, Llc |
3 |
| Divisadero Street Capital Management, LP |
3 |
| Thompson Davis & Co., Inc. |
3 |
| Maple Securities Usa Inc |
3 |
| Vetamer Capital Management, L.p. |
3 |
| Nikko Asset Management Americas, Inc. |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| Psagot Investment House Ltd. |
3 |
| World Asset Management Inc |
3 |
| Southpoint Capital Advisors LP |
3 |
| St Germain D J Co Inc |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Westchester Capital Management, LLC |
3 |
| Masso Torrence Wealth Management Inc. |
3 |
| Buckingham Strategic Partners |
3 |
| Bridges Investment Management Inc |
3 |
| Delta Lloyd Nv |
3 |
| Janus Capital Management Llc |
3 |
| REAP Financial Group, LLC |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Kirr Marbach & Co Llc /in/ |
3 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
3 |
| Kanaly Trust Co |
3 |
| Prentiss Smith & Co Inc |
3 |
| Ivory Investment Management, Llc |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| QCM Cayman, Ltd. |
3 |
| Capital Research Global Investors |
3 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
3 |
| Mount Lucas Management LP |
3 |
| Deprince Race & Zollo Inc |
3 |
| Radcliffe Capital Management, L.P. |
3 |
| Clear Street Llc |
3 |
| Wedmont Private Capital |
3 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
3 |
| SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
3 |
| GLG Partners LP |
3 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
3 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
| Raymond James Trust N.a. |
3 |
| Hutchin Hill Capital, LP |
3 |
| First Affirmative Financial Network |
3 |
| Glg Llc |
3 |
| Integre Asset Management, LLC |
3 |
| Nantahala Capital Management, LLC |
3 |
| Cim Investment Mangement Inc |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Ankerstar Wealth, LLC |
3 |
| Buckingham Strategic Wealth, Llc |
3 |
| Landmark Investment Partners, L.p. |
3 |
| Alambic Investment Management, L.P. |
3 |
| Gilpin Wealth Management, Llc |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| Rockefeller Financial Services Inc |
3 |
| TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 |
3 |
| Boyar Asset Management Inc. |
3 |
| Tygh Capital Management, Inc. |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| Korea Investment CORP |
3 |
| Camarda Financial Advisors, LLC |
3 |
| Fieldview Capital Management, LLC |
3 |
| Advisor Resource Council |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
| Lmcg Investments, Llc |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| Rice Hall James & Associates, Llc |
3 |
| WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF |
3 |
| Hexavest Inc. |
3 |
| Shannon River Fund Management LLC |
3 |
| Sageworth Trust Co of South Dakota |
3 |
| Hosking Partners LLP |
3 |
| Heritage Wealth Management, Llc |
3 |
| Wcm Investment Management, Llc |
3 |
| FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF |
3 |
| FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF |
3 |
| Stonnington Group, Llc |
3 |
| Sigma Planning Corp |
3 |
| Horizon Kinetics LLC |
3 |
| Sageworth Trust Co |
3 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
3 |
| First Financial Corp /in/ |
3 |
| QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
3 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
| Mayflower Financial Advisors, LLC |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Edge Wealth Management LLC |
3 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
3 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
3 |
| WealthTrak Capital Management LLC |
3 |
| West Oak Capital, LLC |
3 |
| Childress Capital Advisors, Llc |
3 |
| Hollencrest Capital Management |
3 |
| AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
3 |
| Laird Norton Trust Company, Llc |
3 |
| SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
3 |
| NinePointTwo Capital |
3 |
| Krilogy Financial LLC |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Moody National Bank Trust Division |
3 |
| BIT Capital GmbH |
3 |
| Alpine Associates Management Inc. |
3 |
| Boston Common Asset Management, LLC |
3 |
| Strategic Wealth Advisors Group, LLC |
3 |
| EP Wealth Advisors, Inc. |
3 |
| Interchange Capital Partners, LLC |
3 |
| Moors & Cabot, Inc. |
3 |
| Think Investments LP |
3 |
| Third Avenue Management Llc |
3 |
| Logan Capital Management Inc |
3 |
| Polar Capital Holdings Plc |
3 |
| Hilton Head Capital Partners, LLC |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Annapolis Financial Services, LLC |
3 |
| Allegheny Financial Group LTD |
3 |
| Cannon Global Investment Management, LLC |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| Golden State Equity Partners |
3 |
| Symmetry Investments LP |
3 |
| Discovery Capital Management, Llc / Ct |
3 |
| EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF |
3 |
| Crescent Capital Consulting, LLC |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| Argent Trust Co |
3 |
| Montag A & Associates Inc |
3 |
| KESG - Krane Shares Trust - KraneShares MSCI China ESG Leaders Index ETF |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| Ninety One UK Ltd |
3 |
| Parkworth Wealth Management, Inc. |
3 |
| Ninety One North America, Inc. |
3 |
| DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
3 |
| Lucus Advisors Llc |
3 |
| Capital One, National Association |
3 |
| D. E. Shaw & Co, L.p. |
3 |
| Peoples Financial Services Corp. |
3 |
| TB Alternative Assets Ltd. |
3 |
| Skylands Capital, LLC |
3 |
| Bel Air Investment Advisors Llc |
3 |
| Integrated Wealth Management |
3 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Jericho Capital Asset Management L.P. |
3 |
| Usca Ria Llc |
3 |
| Koch Industries Inc |
3 |
| Six Circles Trust - Six Circles Global Bond Fund |
3 |
| Senator Investment Group LP |
3 |
| Navellier & Associates Inc |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
3 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
3 |
| Berkley W R Corp |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Piermont Capital Management LLC |
3 |
| Hound Partners, LLC |
3 |
| Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund |
3 |
| Yakira Capital Management, Inc. |
3 |
| Coatue Management Llc |
3 |
| Sierra Ocean, Llc |
3 |
| AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
3 |
| MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund |
3 |
| Ancient Art, L.P. |
3 |
| Tuttle Tactical Management LLC |
3 |
| DoubleLine Yield Opportunities Fund |
3 |
| Hoxton Financial, Inc. |
3 |
| Silphium Asset Management Ltd |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| Thomas J. Herzfeld Advisors, Inc. |
3 |
| IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
3 |
| MBEQX - M FUND INC - M International Equity Fund |
3 |
| Sanders Morris Harris Llc |
3 |
| Eudaimonia Partners, LLC |
3 |
| Melvin Capital Management LP |
3 |
| Cornerstone Advisory, LLC |
3 |
| Clean Yield Group |
3 |
| Retirement Wealth Solutions LLC |
3 |
| TRUE Private Wealth Advisors |
3 |
| Boston Trust Walden Corp |
3 |
| Dodge & Cox |
3 |
| Oliver Luxxe Assets LLC |
3 |
| Rs Investment Management Co Llc |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| Lockheed Martin Investment Management Co |
3 |
| Andra AP-fonden |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
3 |
| Fiduciary Management Associates Llc |
3 |
| Godsey & Gibb Associates |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| Transcend Wealth Collective, Llc |
3 |
| Washington Trust Bank |
3 |
| Mission Creek Capital Partners, Inc. |
3 |
| Forsta Ap-fonden |
3 |
| N.E.W. Advisory Services LLC |
3 |
| Atreides Management, LP |
3 |
| New South Capital Management Inc |
3 |
| Invenomic Capital Management LP |
3 |
| Fortis Capital Management LLC |
3 |
| U S Global Investors Inc |
3 |
| Teamwork Financial Advisors, LLC |
3 |
| Turner Investments, L.p. |
3 |
| Capital International Investors |
3 |
| Parcion Private Wealth LLC |
3 |
| Key FInancial Inc |
3 |
| Bahl & Gaynor Inc |
3 |
| Aperture Investors, LLC |
3 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
3 |
| Institute for Wealth Management, LLC. |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| HGI Capital Management, LLC |
3 |
| Verdence Capital Advisors LLC |
3 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
3 |
| Tcw Group Inc |
3 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| Jabre Capital Partners S.A. |
3 |
| Fort, L.p. |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| Nokota Management, LP |
3 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
3 |
| AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A |
3 |
| Interval Partners, LP |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| Signet Financial Management, Llc |
3 |
| Castle Ridge Investment Management LP |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
3 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
| BKF - iShares, Inc. - iShares MSCI BRIC ETF |
3 |
| ZPR Investment Management |
3 |
| Steamboat Capital Partners, LLC |
3 |
| Dragoneer Investment Group, LLC |
3 |
| SDG - iSHARES TRUST - iShares MSCI Global Impact ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Hall Kathryn A. |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| Next Century Growth Investors Llc |
3 |
| ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF |
3 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
| GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
3 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
3 |
| Summit Partners Public Asset Management, Llc |
3 |
| JIHDX - John Hancock Funds II - High Yield Fund Class 1 |
3 |
| Erste Asset Management GmbH |
3 |
| John Hancock Funds II - Science & Technology Fund Class NAV |
3 |
| Engine Capital Management, LP |
3 |
| Associated Banc-corp |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| Highlander Capital Management, LLC |
3 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
| Stillwater Investment Management, L.P. |
3 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
3 |
| ARS Investment Partners, LLC |
3 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
3 |
| Schonfeld Group Holdings LLC |
3 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
3 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
3 |
| VCGEX - VALIC Co I - Emerging Economies Fund |
3 |
| Gator Capital Management, LLC |
3 |
| VCSTX - VALIC Co I - Science & Technology Fund |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND |
3 |
| Banco BTG Pactual S.A. |
3 |
| VCIEX - VALIC Co I - International Equities Index Fund |
3 |
| Cantab Capital Partners LLP |
3 |
| GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| Decade Capital Management Llc |
3 |
| Index Management Solutions, LLC |
3 |
| Highline Wealth Partners Llc |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF |
3 |
| Q Global Advisors, LLC |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| Placemark Investments, Inc. |
3 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
3 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
3 |
| Jane Street Holding, LLC |
3 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
| Munder Capital Management |
3 |
| Cable Hill Partners, LLC |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| Societe Generale |
3 |
| Coronation Fund Managers Ltd. |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| Pekin Hardy Strauss, Inc. |
3 |
| Wintrust Investments Llc |
3 |
| Bellwether Investment Group, LLC |
3 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| Baillie Gifford & Co |
3 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| First Bank & Trust |
3 |
| First Command Bank |
3 |
| First Command Financial Services, Inc. |
3 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
3 |
| M&g Investment Management Ltd |
3 |
| COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A |
3 |
| NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A |
3 |
| EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A |
3 |
| SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund |
3 |
| McAdam, LLC |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| Polianta Ltd |
3 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
3 |
| ARK Investment Management LLC |
3 |
| Westfield Capital Management Co Lp |
3 |
| FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio |
3 |
| Steel Canyon Capital, LLC |
3 |
| Adviser Investments LLC |
3 |
| FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
3 |
| Tyers Asset Management LLC |
3 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
3 |
| Royal London Asset Management Ltd |
3 |
| Traynor Capital Management, Inc. |
3 |
| Hartford Investment Management Co |
3 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
3 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
3 |
| Albion Financial Group /ut |
3 |
| IBM Retirement Fund |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| Ritholtz Wealth Management |
3 |
| Colony Group Llc |
3 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
| Storebrand Asset Management As |
3 |
| Linden Capital L.P. |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares |
3 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
3 |
| Knights of Columbus Asset Advisors LLC |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| Aua Capital Management, Llc |
3 |
| Altfest L J & Co Inc |
3 |
| FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund |
3 |
| Spot Trading L.l.c. |
3 |
| FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund |
3 |
| FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
3 |
| FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
3 |
| Phoenix Holdings Ltd. |
3 |
| CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund |
3 |
| Ahrens Investment Partners LLC |
3 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
3 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
3 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
3 |
| Close Asset Management Ltd |
3 |
| Standard Life Aberdeen plc |
3 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
3 |
| Glen Eagle Advisors, LLC |
3 |
| Price Wealth Management, Inc. |
3 |
| PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF |
3 |
| Brown, Lisle/cummings, Inc. |
3 |
| Invesco Senior Loan Fund |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| Global Financial Private Client, LLC |
3 |
| Cannell Capital Llc |
3 |
| PFG Advisors |
3 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
3 |
| Chilton Capital Management Llc |
3 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
3 |
| XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
3 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
3 |
| PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF |
3 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund |
3 |
| Voya Asia Pacific High Dividend Equity Income Fund |
3 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
| Usaa Etf Trust |
3 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
| Commerce Bank |
3 |
| Granahan Investment Management Inc/ma |
3 |
| Forum Funds |
3 |
| Polen Capital Management Llc |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| Peapack Gladstone Financial Corp |
3 |
| Land & Buildings Investment Management, LLC |
3 |
| Pimco Corporate & Income Opportunity Fund |
3 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| Allianzgi Diversified Income & Convertible Fund |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
3 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
3 |
| American Capital Advisory, LLC |
3 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
3 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
3 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
3 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
| Brookfield Real Assets Income Fund Inc. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| Icon Advisers Inc/co |
3 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
3 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
3 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
3 |
| ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| Nuveen Global High Income Fund |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| Sirios Capital Management L P |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
3 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
3 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
3 |
| IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF |
3 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| Sierra Summit Advisors Llc |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A |
3 |
| ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
3 |
| NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
3 |
| Aspect Partners, LLC |
3 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. |
3 |
| NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
3 |
| ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
3 |
| American Funds Insurance Series |
3 |
| Main Street Group, LTD |
3 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
| Torno Capital, Llc |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
3 |
| GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund |
3 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
3 |
| Pimco Income Opportunity Fund |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
3 |
| SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A |
3 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
3 |
| BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
3 |
| KIFAX - Forward Funds - Salient Select Income Fund Class A |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
3 |
| FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
3 |
| Indaba Capital Management, L.P. |
3 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
3 |
| Us Global Investors Funds |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
3 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| Artisan Partners Limited Partnership |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Girard Partners Ltd. |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| Sachetta, LLC |
3 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
3 |
| Advantage Advisers Xanthus Fund, L.l.c. |
3 |
| New America High Income Fund Inc |
3 |
| Tourbillon Capital Partners, L.P. |
3 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
3 |
| Mfs Intermediate High Income Fund |
3 |
| FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio |
3 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
3 |
| Rakuten Securities, Inc. |
3 |
| Towle & Co |
3 |
| FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund |
3 |
| Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
3 |
| PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund |
3 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
| First Trust High Income Long/short Fund |
3 |
| FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A |
3 |
| Veritable, L.P. |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund |
3 |
| Tfs Capital Investment Trust |
3 |
| PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| Mfs Special Value Trust |
3 |
| SHP Wealth Management |
3 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
| Cowen Prime Services LLC |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| Vanguard Specialized Funds |
3 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
3 |
| ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I |
3 |
| HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares |
3 |
| SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF |
3 |
| Temasek Holdings (Private) Ltd |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
3 |
| COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund |
3 |
| Alpine Global Premier Properties Fund |
3 |
| PFS Partners, LLC |
3 |
| China Fund Inc |
3 |
| Alpine Equity Trust |
3 |
| ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF |
3 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
3 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
3 |
| Portus Wealth Advisors, LLC |
3 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
| Wasatch Advisors Inc |
3 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
3 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
| Relative Value Fund |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| Norden Group Llc |
3 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
| Vanguard Morgan Growth Fund |
3 |
| HAP Trading, LLC |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund |
3 |
| NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF |
3 |
| Acap Strategic Fund |
3 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| Park Avenue Securities Llc |
3 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
| Markston International Llc |
3 |
| Arlington Trust Co LLC |
3 |
| BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
3 |
| FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund |
3 |
| Seizert Capital Partners, Llc |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
3 |
| Underlying Funds Trust |
3 |
| FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund |
3 |
| Capstone Series Fund Inc |
3 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| Opus Capital Group, LLC |
3 |
| Centaurus Financial, Inc. |
3 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
| POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A |
3 |
| Icon Wealth Partners, LLC |
3 |
| Delpha Capital Management, Llc |
3 |
| Truewealth Llc |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| First Command Advisory Services, Inc. |
3 |
| Sb Investment Advisers (uk) Ltd |
3 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
3 |
| TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
3 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
3 |
| Pzena Investment Management Llc |
3 |
| Avestar Capital, LLC |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| One Wealth Advisors, LLC |
3 |
| NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A |
3 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
3 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
3 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
3 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
3 |
| Evermay Wealth Management Llc |
3 |
| Cqs (us), Llc |
3 |
| HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A |
3 |
| Marino, Stram & Associates Llc |
3 |
| OmniStar Financial Group, Inc. |
3 |
| LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A |
3 |
| McIlrath & Eck, LLC |
3 |
| Atlas Capital Advisors Llc |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I |
3 |
| Altshuler Shaham Ltd |
3 |
| Cvi Holdings, Llc |
3 |
| EA Series Trust |
3 |
