| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
35 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
31 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
31 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
31 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
30 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
30 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
29 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
29 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
28 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
27 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
26 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
25 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
25 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
24 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
24 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
23 |
| Six Circles Trust - Six Circles Global Bond Fund |
20 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
19 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
19 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
19 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
19 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
18 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
18 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
18 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
17 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
16 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
16 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
16 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
16 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
15 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
15 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
15 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
15 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
15 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
15 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
14 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
14 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
14 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
14 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
14 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
14 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
13 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
13 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
13 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
13 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
13 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
13 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
13 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
13 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
13 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
13 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
13 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
13 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
12 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
12 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
12 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
12 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
12 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
12 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
12 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
12 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
12 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
12 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
12 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
11 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
11 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
11 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
11 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
11 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
11 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
11 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
11 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
11 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
11 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
11 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
11 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
11 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
11 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
11 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
11 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
11 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
11 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
11 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
11 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
11 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
10 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
10 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
10 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
10 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
10 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
10 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
10 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
10 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
10 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
10 |
| Sonora Investment Management, LLC |
10 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
10 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
10 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
10 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
10 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
10 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
10 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
10 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
10 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
10 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
10 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
10 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
10 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
9 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
9 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
9 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
9 |
| UBS Group AG |
9 |
| Nomura Holdings Inc |
9 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
9 |
| BlackRock, Inc. |
9 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
9 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
9 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
9 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
9 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
9 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
9 |
| Proequities, Inc. |
9 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
9 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
9 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
9 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
9 |
| Millennium Management Llc |
9 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
9 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
8 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
8 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
8 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
8 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
8 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
8 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
8 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
8 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
8 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
8 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
8 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
8 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
8 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
8 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
8 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
8 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
8 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
8 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
8 |
| Price T Rowe Associates Inc /md/ |
8 |
| Adage Capital Partners Gp, L.l.c. |
8 |
| Goldman Sachs Group Inc |
8 |
| Marshall Wace, Llp |
8 |
| Tower Research Capital LLC (TRC) |
8 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
8 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
8 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
8 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
8 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
8 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
8 |
| Citigroup Inc |
8 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
8 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
8 |
| MASTER BOND LLC - Master Total Return Portfolio |
8 |
| Walleye Capital LLC |
8 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
8 |
| Verition Fund Management LLC |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
8 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
8 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
8 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
8 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
8 |
| Invesco Bond Fund |
8 |
| VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares |
8 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
8 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
8 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
8 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
8 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
8 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
8 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
7 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
7 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
7 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
7 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
7 |
| Parallax Volatility Advisers, L.P. |
7 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
7 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
7 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
7 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
7 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
7 |
| Centiva Capital, LP |
7 |
| Boothbay Fund Management, Llc |
7 |
| Quarry LP |
7 |
| HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia |
7 |
| IFP Advisors, Inc |
7 |
| LMR Partners LLP |
7 |
| Parametric Portfolio Associates Llc |
7 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
7 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
7 |
| Jpmorgan Chase & Co |
7 |
| Pnc Financial Services Group, Inc. |
7 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
7 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
7 |
| Virtu Financial LLC |
7 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
7 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
7 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
7 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
7 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
7 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
7 |
| Calamos Advisors LLC |
7 |
| Walleye Trading LLC |
7 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
7 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
7 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
7 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
7 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
7 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
7 |
| Blair William & Co/il |
7 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
7 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
7 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
7 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
7 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
7 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
7 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
7 |
| Ameriprise Financial Inc |
7 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
7 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
7 |
| HighTower Advisors, LLC |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
7 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
7 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
7 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
7 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
7 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
7 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
7 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
7 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
7 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
7 |
| Deutsche Bank Ag\ |
7 |
| Bank Of America Corp /de/ |
7 |
| Susquehanna International Group, Llp |
7 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
7 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
7 |
| Citadel Advisors Llc |
7 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
7 |
| Geode Capital Management, Llc |
7 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
7 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
7 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
6 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
6 |
| Lazard Asset Management Llc |
6 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
6 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
6 |
| GAMMA Investing LLC |
6 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
6 |
| OMERS ADMINISTRATION Corp |
6 |
| Northern Trust Corp |
6 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
6 |
| Morgan Stanley |
6 |
| Vestcor Inc |
6 |
| MAI Capital Management |
6 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
6 |
| Wells Fargo & Company/mn |
6 |
| Alberta Investment Management Corp |
6 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
6 |
| American International Group, Inc. |
6 |
| Magnetar Financial LLC |
6 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
6 |
| Royal Bank Of Canada |
6 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
6 |
| Bartlett & Co. LLC |
6 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
6 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
6 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
6 |
| Barclays Plc |
6 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
6 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
6 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
6 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
6 |
| Manufacturers Life Insurance Company, The |
6 |
| Charles Schwab Investment Management Inc |
6 |
| Paradigm Asset Management Co Llc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
6 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
6 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
6 |
| Schonfeld Strategic Advisors LLC |
6 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
6 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
6 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
6 |
| Prelude Capital Management, Llc |
6 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
6 |
| Vanguard Group Inc |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
6 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
6 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
6 |
| Dimensional Fund Advisors Lp |
6 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
6 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
6 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
6 |
| Captrust Financial Advisors |
6 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
6 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
6 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
6 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
6 |
| Meeder Asset Management Inc |
6 |
| Wolverine Asset Management Llc |
6 |
| Rhumbline Advisers |
6 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
6 |
| State Street Corp |
6 |
| Hudson Bay Capital Management LP |
6 |
| First Horizon Advisors, Inc. |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
6 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
6 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
6 |
| Pacer Advisors, Inc. |
6 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
6 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
6 |
| J. Goldman & Co LP |
6 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
6 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
6 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
5 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
5 |
| Park Avenue Securities Llc |
5 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
5 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
5 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
5 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
| Western Asset Income Fund |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
5 |
| Landscape Capital Management, L.l.c. |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
5 |
| Axa S.a. |
5 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| Mfs Charter Income Trust |
5 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
5 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
5 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
5 |
| Invesco Ltd. |
5 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
5 |
| CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
5 |
| Front Row Advisors LLC |
5 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
5 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
5 |
| Gsa Capital Partners Llp |
5 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
5 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
5 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
5 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
5 |
| Two Sigma Investments, Lp |
5 |
| Ubs Ag |
5 |
| Aqr Capital Management Llc |
5 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
5 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
5 |
| California Public Employees Retirement System |
5 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
5 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
5 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
5 |
| Quadrant Capital Group Llc |
5 |
| John Hancock Income Securities Trust |
5 |
| Global Retirement Partners, LLC |
5 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
5 |
| Dark Forest Capital Management Lp |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
5 |
| Weiss Asset Management LP |
5 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
5 |
| Bank Of Montreal /can/ |
5 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
5 |
| Steward Partners Investment Advisory, Llc |
5 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
5 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
5 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
5 |
| DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
5 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
5 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
5 |
| Integrated Wealth Concepts LLC |
5 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
5 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
5 |
| Advisor Group Holdings, Inc. |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
5 |
| Private Trust Co Na |
5 |
| Wellington Management Group Llp |
5 |
| Strs Ohio |
5 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
5 |
| California State Teachers Retirement System |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
5 |
| Polar Asset Management Partners Inc. |
5 |
| Edmond De Rothschild Holding S.a. |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
| Russell Investments Group, Ltd. |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
5 |
| Massmutual Trust Co Fsb/adv |
5 |
| Principal Funds Inc |
5 |
| BlackRock Investment Management, LLC |
5 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
5 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
5 |
| Jane Street Group, Llc |
5 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
5 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
5 |
| Allianz Asset Management GmbH |
5 |
| Mutual Of America Capital Management Llc |
5 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
5 |
| Victory Capital Management Inc |
5 |
| Private Capital Group, LLC |
5 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
5 |
| Bank of New York Mellon Corp |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
5 |
| Oxford Asset Management Llp |
5 |
| Glenmede Trust Co Na |
5 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
5 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
5 |
| FineMark National Bank & Trust |
5 |
| State Farm Mutual Fund Trust |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
5 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
5 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
5 |
| Nordea Investment Management Ab |
5 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
5 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
5 |
| Bnp Paribas Arbitrage, Sa |
5 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
5 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
5 |
| Vigilant Capital Management, LLC |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| SYSTM Wealth Solutions LLC |
5 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
5 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
5 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
5 |
| Ancora Advisors, LLC |
5 |
| Renaissance Technologies Llc |
5 |
| Paloma Partners Management Co |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
5 |
| Cnh Partners Llc |
5 |
| Wolverine Trading, Llc |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| Pathstone Holdings, LLC |
5 |
| Natixis |
5 |
| SBI Securities Co., Ltd. |
5 |
| Diversified Trust Co |
5 |
| Janus Henderson Group Plc |
5 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
5 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
5 |
| Advisory Services Network, LLC |
5 |
| Ladenburg Thalmann Financial Services Inc |
5 |
| Laffer Investments |
5 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
5 |
| Pathstone Family Office, Llc |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| Fisher Asset Management, LLC |
5 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
5 |
| VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
5 |
| Acadian Asset Management Llc |
5 |
| Segall Bryant & Hamill, Llc |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
5 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
5 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
5 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
5 |
| ProShare Advisors LLC |
5 |
| Comerica Bank |
5 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
5 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
5 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
5 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
5 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
5 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
5 |
| Jefferies Group LLC |
5 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
5 |
| Vanguard World Fund |
5 |
| Bartlett & Co. Wealth Management Llc |
5 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
5 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
5 |
| Whitebox Advisors Llc |
5 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
5 |
| Credit Suisse Ag/ |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
5 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
5 |
| Skopos Labs, Inc. |
5 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
5 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
5 |
| Voya Investment Management Llc |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
5 |
| Old Mission Capital Llc |
5 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
5 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
5 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
5 |
| State Farm Variable Product Trust |
5 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| Clear Street Llc |
5 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
5 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
5 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
5 |
| Two Sigma Advisers, Lp |
5 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
5 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
5 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
5 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
5 |
| Fred Alger Management, Llc |
5 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| BlackRock Fund Advisors |
5 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
5 |
| Panagora Asset Management Inc |
5 |
| Hantz Financial Services, Inc. |
5 |
| WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
5 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
| Cubist Systematic Strategies, LLC |
5 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
5 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
5 |
| Thrivent Financial For Lutherans |
5 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
5 |
| Jacobs Levy Equity Management, Inc |
5 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
5 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
5 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
5 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
5 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
5 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
5 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
5 |
| O'shaughnessy Asset Management, Llc |
5 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
5 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
5 |
| VCCBX - VALIC Co II - Core Bond Fund |
5 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
4 |
| Mariner, LLC |
4 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| National Asset Management, Inc. |
4 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
4 |
| TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF |
4 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
4 |
| Raymond James & Associates |
4 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
4 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
4 |
| Arrowstreet Capital, Limited Partnership |
4 |
| Loomis Sayles & Co L P |
4 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
4 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
4 |
| Pictet Asset Management Ltd |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
| Capital International Investors |
4 |
| Rise Advisors, LLC |
4 |
| Assetmark, Inc |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
4 |
| Pictet Asset Management Sa |
4 |
| SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
4 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Forum Financial Management, LP |
4 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
4 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
4 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| Sanctuary Advisors, LLC |
4 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
| Connor, Clark & Lunn Investment Management Ltd. |
4 |
| Franklin Resources Inc |
4 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| Raleigh Capital Management Inc. |
4 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
| Laurion Capital Management LP |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
4 |
| Envestnet Asset Management Inc |
4 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
4 |
| First Manhattan Co |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
4 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
4 |
| Zacks Investment Management |
4 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
4 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
4 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
4 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
4 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
4 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
4 |
| Aquatic Capital Management LLC |
4 |
| PENN SERIES FUNDS INC - International Equity Fund |
4 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
4 |
| Journey Strategic Wealth Llc |
4 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
4 |
| Shelton Capital Management |
4 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| Great West Life Assurance Co /can/ |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
4 |
| Eaton Vance Management |
4 |
| Oppenheimer Etf Trust |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
4 |
| Snowden Capital Advisors LLC |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
4 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| Profund Advisors Llc |
4 |
| Cromwell Holdings LLC |
4 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
4 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
4 |
| MQS Management LLC |
4 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| Texas Permanent School Fund |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
4 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
| SJS Investment Consulting Inc. |
4 |
| Campbell & CO Investment Adviser LLC |
4 |
| Covestor Ltd |
4 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| State of Wyoming |
4 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
| EverSource Wealth Advisors, LLC |
4 |
| Ameritas Advisory Services, LLC |
4 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
4 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
4 |
| Steward Financial Group LLC |
4 |
| Yousif Capital Management, Llc |
4 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
4 |
| BlackRock Institutional Trust Company, N.A. |
4 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
4 |
| CIBC Asset Management Inc |
4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
4 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
4 |
| Mfs Multimarket Income Trust |
4 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
4 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
4 |
| Capital Performance Advisors Llp |
4 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
4 |
| SG Americas Securities, LLC |
4 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
4 |
| Schubert & Co |
4 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
4 |
| Reilly Financial Advisors, Llc |
4 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
4 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
| Td Private Client Wealth Llc |
4 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
4 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
4 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
4 |
| Oak Thistle LLC |
4 |
| DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
4 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
4 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
4 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
4 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
4 |
| Allworth Financial LP |
4 |
| Voloridge Investment Management, Llc |
4 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
4 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
4 |
| Gemmer Asset Management LLC |
4 |
| Everence Capital Management Inc |
4 |
| Ab Pooling Portfolios |
4 |
| Seacrest Wealth Management, Llc |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
4 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
4 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
4 |
| Farmers & Merchants Investments Inc |
4 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
4 |
| Legacy Financial Advisors, Inc. |
4 |
| Prudential Financial Inc |
4 |
| Rothschild Investment Llc |
4 |
| Crewe Advisors LLC |
4 |
| Public Sector Pension Investment Board |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Allspring Global Investments Holdings, LLC |
4 |
| Clear Street Markets Llc |
4 |
| World Equity Group, Inc. |
4 |
| Larson Financial Group LLC |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
| Alpine Global Management, LLC |
4 |
| Holocene Advisors, LP |
4 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| CWM Advisors, LLC |
4 |
| MetLife Investment Management, LLC |
4 |
| Bell Investment Advisors, Inc |
4 |
| Corebridge Financial, Inc. |
4 |
| Summit Trail Advisors, Llc |
4 |
| Cowen And Company, Llc |
4 |
| U.S. Capital Wealth Advisors, LLC |
4 |
| Diametric Capital, LP |
4 |
| One Wealth Advisors, LLC |
4 |
| Regions Financial Corp |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
4 |
| We Are One Seven, LLC |
4 |
| Wesbanco Bank Inc |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| AdvisorNet Financial, Inc |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| Versant Capital Management, Inc |
4 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
4 |
| Rockefeller Capital Management L.P. |
4 |
| Ceredex Value Advisors LLC |
4 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
4 |
| DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A |
4 |
| Change Path, LLC |
4 |
| Altshuler Shaham Ltd |
4 |
| Qube Research & Technologies Ltd |
4 |
| Sofos Investments, Inc. |
4 |
| Accurate Wealth Management, LLC |
4 |
| JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I |
4 |
| Manchester Capital Management LLC |
4 |
| JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I |
4 |
| CX Institutional |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
4 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
4 |
| Federated Hermes, Inc. |
4 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| PEAK6 Investments LLC |
4 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
4 |
| Impax Asset Management Group plc |
4 |
| Hartford Series Fund Inc |
4 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
4 |
| Campbell Multi-strategy Trust |
4 |
| Global Financial Private Client, LLC |
4 |
| Vantagepoint Funds |
4 |
| Heritage Wealth Management, Llc |
4 |
| Point72 (DIFC) Ltd |
4 |
| Susquehanna Fundamental Investments, Llc |
4 |
| GeoWealth Management, LLC |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Lindbrook Capital, Llc |
4 |
| Pearl River Capital, LLC |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| Golden State Wealth Management, LLC |
4 |
| Shaolin Capital Management LLC |
4 |
| Alphacrest Capital Management Llc |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Blueshift Asset Management, LLC |
4 |
| Treasurer of the State of North Carolina |
4 |
| Voleon Capital Management Lp |
4 |
| Townsquare Capital Llc |
4 |
| Man Group plc |
4 |
| Sepio Capital, LP |
4 |
| Sterling Capital Management LLC |
4 |
| Avantax Advisory Services, Inc. |
4 |
| Geneos Wealth Management Inc. |
4 |
| Toroso Investments, LLC |
4 |
| Atom Investors LP |
4 |
| Money Concepts Capital Corp |
4 |
| Bay Harbor Wealth Management, LLC |
4 |
| Mackenzie Financial Corp |
4 |
| Ostrum Asset Management |
4 |
| ExodusPoint Capital Management, LP |
4 |
| Quantinno Capital Management LP |
4 |
| Continuum Advisory, LLC |
4 |
| Cresset Asset Management, LLC |
4 |
| XTX Topco Ltd |
4 |
| Federation des caisses Desjardins du Quebec |
4 |
| Harbour Investments, Inc. |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Van Eck Associates Corp |
4 |
| Spire Wealth Management |
4 |
| Swedbank AB |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| Principal Financial Group Inc |
4 |
| Nisa Investment Advisors, Llc |
4 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
4 |
| Nationwide Fund Advisors |
4 |
| SOA Wealth Advisors, LLC. |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| Aperio Group, LLC |
4 |
| Td Asset Management Inc |
4 |
| Cambridge Investment Research Advisors, Inc. |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
4 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
4 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
| Evergreen Capital Management Llc |
4 |
| United Services Automobile Association |
4 |
| Occudo Quantitative Strategies Lp |
4 |
| Norges Bank |
4 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
4 |
| Virginia Retirement Systems Et Al |
4 |
| Inspire Advisors, LLC |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| ClariVest Asset Management LLC |
4 |
| Jaffetilchin Investment Partners, LLC |
4 |
| Advisor Partners Llc |
4 |
| Fiera Capital Corp |
4 |
| Quantbot Technologies LP |
4 |
| Louisiana State Employees Retirement System |
4 |
| Vantage Consulting Group Inc |
4 |
| Stifel Financial Corp |
4 |
| Veriti Management LLC |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF |
4 |
| Royal London Asset Management Ltd |
4 |
| Y-Intercept (Hong Kong) Ltd |
4 |
| Dynamic Technology Lab Private Ltd |
4 |
| Maryland State Retirement & Pension System |
4 |
| High Note Wealth, LLC |
4 |
| Hemington Wealth Management |
4 |
| Bellwether Advisors, LLC |
4 |
| Hartford Investment Management Co |
4 |
| Hm Payson & Co |
4 |
| Wolff Wiese Magana Llc |
4 |
| Neuberger Berman Group LLC |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| Tortoise Investment Management, LLC |
4 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| BlackRock Capital Allocation Trust |
4 |
| Janney Montgomery Scott LLC |
4 |
| Toronto Dominion Bank |
4 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
4 |
| HFM Investment Advisors, LLC |
4 |
| Cordant, Inc. |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| Ergoteles LLC |
4 |
| Jump Financial, LLC |
4 |
| Public Employees Retirement System Of Ohio |
4 |
| Teacher Retirement System Of Texas |
4 |
| First Pacific Financial |
4 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
| State of New Jersey Common Pension Fund D |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
| Horrell Capital Management, Inc. |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| Huntington National Bank |
4 |
| Teachers Retirement System Of The State Of Kentucky |
4 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
4 |
| Entropy Technologies, LP |
4 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
4 |
| Mizuho Securities Usa Llc |
4 |
| Sandler Capital Management |
4 |
| D. E. Shaw & Co., Inc. |
4 |
| Keybank National Association/oh |
4 |
| Css Llc/il |
4 |
| Bridgeway Capital Management Inc |
4 |
| Northwestern Mutual Wealth Management Co |
4 |
| Natixis Investment Managers International |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Mason Street Advisors, Llc |
4 |
| International Assets Investment Management, Llc |
4 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
4 |
| Nuveen Asset Management, LLC |
4 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
4 |
| PineBridge Investments, L.P. |
4 |
| A.R.T. Advisors, LLC |
4 |
| Graham Capital Management, L.P. |
4 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
4 |
| Scientech Research LLC |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| Financial Network Wealth Advisors LLC |
4 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
4 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
4 |
| Natixis Advisors, L.p. |
4 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
4 |
| Engineers Gate Manager LP |
4 |
| Davy Global Fund Management Ltd |
4 |
| New York State Common Retirement Fund |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| Eagle Asset Management Inc |
4 |
| Abich Financial Wealth Management LLC |
4 |
| Disciplined Investments, LLC |
4 |
| Rsm Us Wealth Management Llc |
4 |
| Parkside Financial Bank & Trust |
4 |
| Savant Capital, LLC |
4 |
| Mather Group, Llc. |
4 |
| JustInvest LLC |
4 |
| NEXT Financial Group, Inc |
4 |
| Public Employees Retirement Association Of Colorado |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| AlphaMark Advisors, LLC |
4 |
| Bessemer Group Inc |
4 |
| Cwm, Llc |
4 |
| Smartleaf Asset Management LLC |
4 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
4 |
| American Century Companies Inc |
4 |
| State Of Michigan Retirement System |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Archer Investment Corp |
4 |
| CVA Family Office, LLC |
4 |
| Oregon Public Employees Retirement Fund |
4 |
| Ensign Peak Advisors, Inc |
4 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
4 |
| Mirabella Financial Services Llp |
4 |
| Twinbeech Capital Lp |
4 |
| Meridian Wealth Partners, LLC |
4 |
| Cinctive Capital Management LP |
4 |
| Arkadios Wealth Advisors |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| Center for Financial Planning, Inc. |
4 |
| Orion Portfolio Solutions, LLC |
4 |
| Ethic Inc. |
4 |
| Great Lakes Advisors, Llc |
4 |
| HITE Hedge Asset Management LLC |
4 |
| Nuveen, LLC |
4 |
| Retirement Systems of Alabama |
4 |
| FORA Capital, LLC |
4 |
| D.a. Davidson & Co. |
4 |
| Gyon Technologies Capital Management, LP |
4 |
| Signaturefd, Llc |
4 |
| Healthcare Of Ontario Pension Plan Trust Fund |
4 |
| New York State Teachers Retirement System |
4 |
| Principal Securities, Inc. |
4 |
| Baldwin Brothers Inc/ma |
4 |
| Illinois Municipal Retirement Fund |
4 |
| DnB Asset Management AS |
4 |
| Simplex Trading, Llc |
4 |
| Aigen Investment Management, Lp |
4 |
| Wealth Enhancement Advisory Services, Llc |
4 |
| Tompkins Financial Corp |
4 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
4 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| Atria Investments Llc |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
4 |
| BlackRock Advisors LLC |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Benjamin F. Edwards & Company, Inc. |
4 |
| Carroll Financial Associates, Inc. |
4 |
| Guggenheim Capital Llc |
4 |
| Aviva Plc |
4 |
| Rakuten Securities, Inc. |
4 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| Creative Planning |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| Fortitude Family Office, LLC |
4 |
| Toth Financial Advisory Corp |
4 |
| Old National Bancorp /in/ |
4 |
| Arizona State Retirement System |
4 |
| Group One Trading, L.p. |
4 |
| Sawtooth Solutions, LLC |
4 |
| Anchor Investment Management, LLC |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| Raymond James Financial Services Advisors, Inc. |
4 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
4 |
| GCCHX - GMO TRUST - GMO Climate Change Fund Class III |
4 |
| Bridgewater Associates, LP |
4 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
4 |
| West Paces Advisors Inc. |
4 |
| Brinker Capital Investments, LLC |
4 |
| Pictet Asset Management Holding SA |
4 |
| Vident Advisory, LLC |
4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
4 |
| CAPROCK Group, Inc. |
4 |
| Winton Capital Group Ltd |
4 |
| Wexford Capital Lp |
4 |
| KBC Group NV |
4 |
| Jefferies Financial Group Inc. |
4 |
| First Republic Investment Management, Inc. |
4 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
4 |
| Qrg Capital Management, Inc. |
4 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
4 |
| Envestnet Portfolio Solutions, Inc. |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| Glenmede Investment Management, LP |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| SOUTH STATE Corp |
4 |
| Caxton Associates Lp |
4 |
| State Of Wisconsin Investment Board |
4 |
| LS Investment Advisors, LLC |
4 |
| Sculptor Capital LP |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| Essex Investment Management Co Llc |
4 |
| VCULX - VALIC Co I - Growth Fund |
4 |
| Amalgamated Bank |
4 |
| Truist Financial Corp |
4 |
| Utah Retirement Systems |
4 |
| Tocqueville Asset Management L.p. |
4 |
| Karp Capital Management Corp |
4 |
| Norden Group Llc |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| Stratos Wealth Partners, LTD. |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| Picton Mahoney Asset Management |
4 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
4 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
4 |
| Capital One, National Association |
4 |
| Russell Frank Co/ |
4 |
| MUFG Americas Holdings Corp |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| Ledyard National Bank |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Securian Asset Management, Inc |
4 |
| Teachers Advisors, Llc |
4 |
| Tiaa Cref Investment Management Llc |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| Xponance, Inc. |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
4 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
4 |
| Advisors Asset Management, Inc. |
4 |
| Umb Bank N A/mo |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| Navellier & Associates Inc |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| Schroder Investment Management Group |
4 |
| GWM Advisors LLC |
4 |
| Whittier Trust Co |
4 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
4 |
| Squarepoint Ops LLC |
4 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
4 |
| Farther Finance Advisors, LLC |
4 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
4 |
| Private Advisor Group, LLC |
4 |
| AlphaCore Capital LLC |
4 |
| CIBC Private Wealth Group, LLC |
4 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
| Caitong International Asset Management Co., Ltd |
4 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
4 |
| Warren Averett Asset Management, LLC |
4 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
4 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
| Exchange Traded Concepts, Llc |
4 |
| Gts Securities Llc |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| William Blair Investment Management, Llc |
4 |
| TCI Wealth Advisors, Inc. |
4 |
| Capital Analysts, Inc. |
4 |
| State Board Of Administration Of Florida Retirement System |
4 |
| Peak6 Llc |
4 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
4 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| QS Investors, LLC |
4 |
| Transce3nd, LLC |
4 |
| Amundi |
4 |
| PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF |
4 |
| Cetera Advisors LLC |
4 |
| Cetera Advisor Networks LLC |
4 |
| CENTRAL TRUST Co |
4 |
| Ameritas Investment Partners, Inc. |
4 |
| TRUE Private Wealth Advisors |
4 |
| Laurel Wealth Advisors, Inc. |
4 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
4 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
4 |
| FDx Advisors, Inc. |
4 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
4 |
| HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| BlueCrest Capital Management Ltd |
4 |
| Macquarie Group Ltd |
4 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
4 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
4 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
4 |
| Mirae Asset Global Investments Co., Ltd. |
4 |
| Los Angeles Capital Management Llc |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| Penserra Capital Management LLC |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
| Clearbridge Investments, LLC |
4 |
| Brevan Howard Capital Management LP |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
| Brookfield Asset Management Inc. |
4 |
| Putnam Investments Llc |
4 |
| Davidson Kempner Capital Management Lp |
4 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
4 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
4 |
| Cetera Investment Advisers |
4 |
| Bokf, Na |
4 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
| Nebula Research & Development LLC |
4 |
| Institute for Wealth Management, LLC. |
4 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
4 |
| Trexquant Investment LP |
4 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
4 |
| Capital World Investors |
4 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
4 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
| Tucker Asset Management Llc |
4 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
4 |
| Bayesian Capital Management, LP |
4 |
| Fifth Third Wealth Advisors LLC |
4 |
| Capstone Investment Advisors, Llc |
4 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
4 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
4 |
| Silvercrest Asset Management Group Llc |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
4 |
| Legal & General Group Plc |
4 |
| Brandywine Global Investment Management, LLC |
4 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
| Skandinaviska Enskilda Banken AB (publ) |
4 |
| Police & Firemen's Retirement System of New Jersey |
4 |
| Klp Kapitalforvaltning As |
4 |
| Twin Tree Management, LP |
4 |
| State of Alaska, Department of Revenue |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| Edgestream Partners, L.P. |
4 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
4 |
| Jones Financial Companies Lllp |
4 |
| SIR Capital Management, L.P. |
4 |
| LPL Financial LLC |
4 |
| Alliancebernstein L.p. |
4 |
| Two Sigma Securities, Llc |
4 |
| Tudor Investment Corp Et Al |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| Gotham Asset Management, LLC |
4 |
| American Portfolios Advisors |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| Point72 Hong Kong Ltd |
4 |
| Baird Financial Group, Inc. |
4 |
| Venturi Wealth Management, LLC |
4 |
| Hrt Financial Lp |
4 |
| Callan Family Office, LLC |
4 |
| New Mexico Educational Retirement Board |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| Ubs Asset Management Americas Inc |
4 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| Point72 Middle East FZE |
4 |
| True Wealth Design, LLC |
4 |
| CI Private Wealth, LLC |
4 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
| M&t Bank Corp |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| Smithfield Trust Co |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| LGT Financial Advisors LLC |
4 |
| Headlands Technologies LLC |
4 |
| Handelsbanken Fonder AB |
4 |
| State of Tennessee, Treasury Department |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| Coldstream Capital Management Inc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| Hsbc Holdings Plc |
4 |
| Quadrature Capital Ltd |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| Rialto Wealth Management, LLC |
4 |
| Wealthspire Advisors, L.P. |
4 |
| Us Bancorp \de\ |
4 |
| Motco |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
| Hillsdale Investment Management Inc. |
4 |
| Cutler Group LP |
4 |
| Balyasny Asset Management Llc |
4 |
| Highbridge Capital Management Llc |
4 |
| Raymond James Financial Inc |
4 |
| Axq Capital, Lp |
4 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
4 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
4 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
4 |
| Daiwa Securities Group Inc. |
4 |
| Bleakley Financial Group, LLC |
4 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
| StoneX Group Inc. |
4 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
4 |
| Norway Savings Bank |
4 |
| Formidable Asset Management, LLC |
4 |
| CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF |
4 |
| Hartland & Co., LLC |
4 |
| Teza Capital Management LLC |
4 |
| Colonial Trust Co / SC |
4 |
| Advisor Partners Ii, Llc |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| Empowered Funds, LLC |
4 |
| Cerity Partners LLC |
4 |
| College Retirement Equities Fund |
4 |
| Tiaa-cref Funds |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| Virtus Alternative Investment Advisers, Inc. |
4 |
| SRS Capital Advisors, Inc. |
4 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
4 |
| Alps Advisors Inc |
4 |
| AE Wealth Management LLC |
4 |
| First Trust Advisors Lp |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
4 |
| Parallel Advisors, LLC |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| Wedbush Securities Inc |
4 |
| Carlson Capital L P |
4 |
| Assenagon Asset Management S.A. |
4 |
| Sowell Financial Services LLC |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
4 |
| TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF |
4 |
| Westside Investment Management, Inc. |
4 |
| Marshall Wace North America L.P. |
4 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
4 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| Lido Advisors, LLC |
4 |
| Flagship Harbor Advisors, Llc |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| Ci Investments Inc. |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
4 |
| Banque Pictet & Cie Sa |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
4 |
| Jfs Wealth Advisors, Llc |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Intech Investment Management Llc |
4 |
| Ronald Blue Trust, Inc. |
4 |
| Swiss National Bank |
4 |
| Shepherd Kaplan Krochuk, Llc |
4 |
| Crossmark Global Holdings, Inc. |
4 |
| Csenge Advisory Group |
4 |
| Valeo Financial Advisors, LLC |
4 |
| Standard Life Aberdeen plc |
4 |
| Belpointe Asset Management LLC |
4 |
| SG3 Management, LLC |
4 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
4 |
| GRNR - Global X Funds - Global X Green Building ETF |
4 |
| Vanguard Index Funds |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| Alyeska Investment Group, L.P. |
4 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
4 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
4 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
4 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
4 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
4 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
4 |
| Sei Investments Co |
4 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
4 |
| MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| Rehmann Capital Advisory Group |
4 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
4 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
4 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
4 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
4 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
4 |
| Pinnacle Financial Partners Inc |
4 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
4 |
| Gradient Investments LLC |
4 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
4 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
4 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
4 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| BRYN MAWR TRUST Co |
4 |
| Fifth Third Bancorp |
4 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
4 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
4 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
4 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
4 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
4 |
| Point72 Asset Management, L.P. |
4 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
4 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
4 |
| EXI - iSHARES TRUST - iShares Global Industrials ETF |
4 |
| Beacon Capital Management, LLC |
4 |
| D'Orazio & Associates, Inc. |
4 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
| Amalgamated Financial Corp. |
4 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
4 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
4 |
| Fmr Llc |
4 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
4 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
4 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
4 |
| GW&K Investment Management, LLC |
3 |
| Acropolis Investment Management, LLC |
3 |
| Horizon Funds - HORIZON EXPEDITION PLUS ETF |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| Bare Financial Services, Inc |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Sageworth Trust Co |
3 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
| New York Life Investment Management Llc |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| Versor Investments LP |
3 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
3 |
| Marco Investment Management Llc |
3 |
| TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| Avantax Planning Partners, Inc. |
3 |
| Capstone Asset Management Co |
3 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
| Campbell Newman Asset Management Inc |
3 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
| Massachusetts Financial Services Co /ma/ |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| Webster Bank, N. A. |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| Fox Run Management, L.l.c. |
3 |
| ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| Barings Llc |
3 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
| Quantitative Systematic Strategies LLC |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| First Hawaiian Bank |
3 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| Cetera Trust Company, N.A |
3 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| Contravisory Investment Management, Inc. |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| Mangrove Partners |
3 |
| Perkins Coie Trust Co |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| Abound Wealth Management |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
3 |
| Elkfork Partners LLC |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
3 |
| Lansforsakringar Fondforvaltning AB (publ) |
3 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
| Baystate Wealth Management LLC |
3 |
| Brewin Dolphin Ltd |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| Kingsview Wealth Management, LLC |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| Indiana Trust & Investment Management CO |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| JJJ Advisors Inc. |
3 |
| Heritage Wealth Advisors |
3 |
| New England Research & Management, Inc. |
3 |
| Lecap Asset Management Ltd |
3 |
| CHICAGO TRUST Co NA |
3 |
| Park Square Financial Group, LLC |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| Credit Agricole S A |
3 |
| Mason Street Advisors, Llc |
3 |
| West Oak Capital, LLC |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
| Hollencrest Capital Management |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| Insight Select Income Fund |
3 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
3 |
| Erste Asset Management GmbH |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| BKM Wealth Management, LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
3 |
| Gabelli Equity Trust Inc |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
3 |
| Modera Wealth Management, LLC |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| Valued Wealth Advisors LLC |
3 |
| Krilogy Financial LLC |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Symmetry Partners, LLC |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| Moody National Bank Trust Division |
3 |
| CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A |
3 |
| Voya Infrastructure, Industrials & Materials Fund |
3 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
3 |
| Lafayette Investments, Inc. |
3 |
| Df Dent & Co Inc |
3 |
| Boston Common Asset Management, LLC |
3 |
| Periscope Capital Inc. |
3 |
| Balentine LLC |
3 |
| Concentric Capital Strategies, LP |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
3 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
3 |
| EP Wealth Advisors, Inc. |
3 |
| Moors & Cabot, Inc. |
3 |
| Scotia Capital Inc. |
3 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| Salem Investment Counselors Inc |
3 |
| Exos TFP Holdings LLC |
3 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
3 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
3 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
3 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| San Francisco Sentry Investment Group (ca) |
3 |
| First Citizens Bank & Trust Co |
3 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
3 |
| Logan Capital Management Inc |
3 |
| CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| NEOS Investment Management LLC |
3 |
| Sawgrass Asset Management Llc |
3 |
| Menta Capital Llc |
3 |
| ETRADE Capital Management LLC |
3 |
| Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio |
3 |
| Byrne Asset Management LLC |
3 |
| South Dakota Investment Council |
3 |
| Magellan Asset Management Ltd |
3 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
3 |
| Barrett Asset Management, LLC |
3 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
| Total Investment Management Inc |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| Saudi Central Bank |
3 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
| Employees Retirement System of Texas |
3 |
| Oarsman Capital, Inc. |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| Focused Wealth Management, Inc |
3 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| TD Waterhouse Canada Inc. |
3 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
3 |
| Tredje AP-fonden |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| Norinchukin Bank, The |
3 |
| SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
3 |
| Marshall & Sterling Wealth Advisors Inc. |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| Lee Financial Co |
3 |
| Trust Investment Advisors |
3 |
| Independent Advisor Alliance |
3 |
| MCF Advisors LLC |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| Banco Santander, S.A. |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
3 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
| Groupe la Francaise |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| Bogle Investment Management L P /de/ |
3 |
| Ashton Thomas Securities, Llc |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| Argent Trust Co |
3 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
3 |
| Amerivest Investment Management LLC |
3 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| United Capital Financial Advisers, Llc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| Soros Fund Management Llc |
3 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
3 |
| IHT Wealth Management, LLC |
3 |
| Level Four Advisory Services, Llc |
3 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
| Glen Harbor Capital Management LLC |
3 |
| Meadow Creek Investment Management LLC |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
| Mufg Securities Americas Inc. |
3 |
| Roundview Capital LLC |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
3 |
| Sentry Investment Management Llc |
3 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
| Synovus Financial Corp |
3 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
3 |
| Stephens Inc /ar/ |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| Burney Co/ |
3 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
| Intellectus Partners, LLC |
3 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
3 |
| Chicago Partners Investment Group LLC |
3 |
| Intrinsic Edge Capital Management LLC |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
3 |
| Cigna Investments Inc /new |
3 |
| Ckw Financial Group |
3 |
| Vident Investment Advisory, LLC |
3 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
3 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| Macroview Investment Management Llc |
3 |
| Summit Global Investments |
3 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
3 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund |
3 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
| DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund |
3 |
| Winton Diversified Opportunities Fund |
3 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
3 |
| Ascent Group, LLC |
3 |
| CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A |
3 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
3 |
| Schechter Investment Advisors, LLC |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Parsons Capital Management Inc/ri |
3 |
| Nbc Securities, Inc. |
3 |
| Calvert Impact Fund Inc |
3 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
3 |
| Candriam Luxembourg S.C.A. |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| BLI - Banque de Luxembourg Investments |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
3 |
| Czech National Bank |
3 |
| National Pension Service |
3 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| P Schoenfeld Asset Management Lp |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| Koshinski Asset Management, Inc. |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| Cadence Capital Management Llc |
3 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
3 |
| Cibc World Markets Corp |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| RMB Capital Management, LLC |
3 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
3 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
3 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
| Cape Investment Advisory, Inc. |
3 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
3 |
| FIL Ltd |
3 |
| James Investment Research Inc |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
3 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
3 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
3 |
| Usca Ria Llc |
3 |
| Capital Guardian Trust Co |
3 |
| Capital International Inc /ca/ |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| Patriot Financial Group Insurance Agency, LLC |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| Cambridge Trust Co |
3 |
| CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A |
3 |
| CLIA - Tidal Trust II - Veridien Climate Action ETF |
3 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
| Tfo-tdc, Llc |
3 |
| Capital Advisors, Ltd. LLC |
3 |
| Castle Creek Arbitrage, LLC |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| MASTERINVEST Kapitalanlage GmbH |
3 |
| HighPoint Advisor Group LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| PDT Partners, LLC |
3 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
3 |
| Ridgewood Investments LLC |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
3 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
3 |
| Eisler Capital Management Ltd. |
3 |
| Ubs Oconnor Llc |
3 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
| DecisionPoint Financial, LLC |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
3 |
| CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio |
3 |
| Guggenheim Active Allocation Fund |
3 |
| Sunbelt Securities, Inc. |
3 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| Fairfield, Bush & Co. |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
3 |
| Echo Street Capital Management LLC |
3 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
3 |
| Aureus Asset Management, LLC |
3 |
| PEAK6 Investments, L.P. |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| HAP Trading, LLC |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
3 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
3 |
| Dunhill Financial, LLC |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
3 |
| Asset Management One Co., Ltd. |
3 |
| King Luther Capital Management Corp |
3 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
3 |
| Penobscot Investment Management Company, Inc. |
3 |
| ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
3 |
| Seven Eight Capital, Lp |
3 |
| National Bank Of Canada /fi/ |
3 |
| Whittier Trust Co Of Nevada Inc |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| Carmel Capital Partners, LLC |
3 |
| Crestwood Advisors Group LLC |
3 |
| Freestone Capital Holdings, LLC |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| Portside Wealth Group, LLC |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| Veritable, L.P. |
3 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
3 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
3 |
| Tcwp Llc |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
3 |
| UniSuper Management Pty Ltd |
3 |
| MARSHALL WACE ASIA Ltd |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| Highland Capital Management, Llc |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
3 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
3 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
| VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF |
3 |
| Affinity Investment Advisors, Llc |
3 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
3 |
| Savior LLC |
3 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
3 |
| Achmea Investment Management B.V. |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| Zebra Capital Management LLC |
3 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
3 |
| CSH - Listed Funds Trust - Morgan Creek-Exos Active SPAC Arbitrage ETF |
3 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
| EULAV Asset Management |
3 |
| CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| Wbi Investments, Inc. |
3 |
| Harbor Investment Advisory, Llc |
3 |
| New World Fund Inc |
3 |
| USS Investment Management Ltd |
3 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
3 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| RidgeWorth Capital Management LLC |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
| Aristotle Capital Management, LLC |
3 |
| Frontier Wealth Management LLC |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| Mv Capital Management, Inc. |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
3 |
| Aua Capital Management, Llc |
3 |
| Horizon Investments, LLC |
3 |
| iA Global Asset Management Inc. |
3 |
| Managed Account Advisors Llc |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
3 |
| Thomas J. Herzfeld Advisors, Inc. |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| Cipher Capital LP |
3 |
| Cherry Tree Wealth Management, LLC |
3 |
| 1832 Asset Management L.P. |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| Advisory Research Inc |
3 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
| Moore Capital Management, Lp |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| EA Series Trust |
3 |
| RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| WealthPLAN Partners, LLC |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
3 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
| Proficio Capital Partners LLC |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| JNBA Financial Advisors |
3 |
| Grove Bank & Trust |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF |
3 |
| Prospera Financial Services Inc |
3 |
| Twin Capital Management Inc |
3 |
| FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund |
3 |
| Difesa Capital Management, Lp |
3 |
| Principia Wealth Advisory, LLC |
3 |
| APG Asset Management N.V. |
3 |
| CoreCap Advisors, LLC |
3 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
3 |
| Pendal Group Ltd |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| Kalos Management, Inc. |
3 |
| Impact Partnership Wealth, LLC |
3 |
| Atomi Financial Group, Inc. |
3 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
3 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
3 |
| ORG Partners LLC |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| GV Financial Advisors |
3 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
3 |
| Pitcairn Co |
3 |
| Asset Dedication, LLC |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
3 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
3 |
| Brown Advisory Inc |
3 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
3 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
3 |
| Zeke Capital Advisors, Llc |
3 |
| Andra AP-fonden |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
3 |
| Exane Derivatives |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
3 |
| Red Tortoise LLC |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Syntal Capital Partners, LLC |
3 |
| NumerixS Investment Technologies Inc |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
3 |
| Capital Bank & Trust Co |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| Resources Investment Advisors, LLC. |
3 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| Washington Trust Bank |
3 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
3 |
| DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
3 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| Forsta Ap-fonden |
3 |
| Bogart Wealth, LLC |
3 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| Donoghue Forlines LLC |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
| AMP Capital Investors Ltd |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| Fdp Series, Inc. |
3 |
| Ground Swell Capital, LLC |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
3 |
| Checchi Capital Advisers, LLC |
3 |
| Arete Wealth Advisors, LLC |
3 |
| Brown Brothers Harriman & Co |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| Sagespring Wealth Partners, Llc |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| Hancock Whitney Corp |
3 |
| Kcg Holdings, Inc. |
3 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
| Metis Global Partners, LLC |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| Howard Hughes Medical Institute |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
| Bahl & Gaynor Inc |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| Janus Capital Management Llc |
3 |
| La Banque Postale Asset Management SA |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| Financial Counselors Inc |
3 |
| Citizens Financial Group Inc/ri |
3 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
3 |
| QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
3 |
| Washington Trust Advisors, Inc. |
3 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
3 |
| Vinva Investment Management Ltd |
3 |
| Rafferty Asset Management, LLC |
3 |
| Spartan Fund Management Inc. |
3 |
| Catalyst Capital Advisors LLC |
3 |
| Spark Investment Management LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
| Onefund, Llc |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| Donaldson Capital Management, Llc |
3 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
3 |
| First Allied Advisory Services, Inc. |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| Global X Funds |
3 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| PFG Investments, LLC |
3 |
| WealthTrak Capital Management LLC |
3 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
3 |
| Capital Asset Advisory Services LLC |
3 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
3 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
3 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| Tevis Investment Management |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| Old Mutual Global Investors (UK) Ltd. |
3 |
| Capital Research Global Investors |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
3 |
| Townsend & Associates, Inc |
3 |
| Fort, L.p. |
3 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| Earnest Partners Llc |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| V-Square Quantitative Management LLC |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Interval Partners, LP |
3 |
| Community Bank, N.A. |
3 |
| Stone Ridge Asset Management LLC |
3 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
3 |
| Stevens Capital Management Lp |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| Absolute Return Capital, LLC |
3 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| Wetherby Asset Management Inc |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF |
3 |
| Bailard, Inc. |
3 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
| Operose Advisors LLC |
3 |
| Crowley Wealth Management, Inc. |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares |
3 |
| Jain Global LLC |
3 |
| Simplicity Wealth,LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
3 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
3 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
3 |
| Atika Capital Management LLC |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
3 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
3 |
| Global Trust Asset Management, LLC |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| LifePlan Financial Group, Inc |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| Flagship Wealth Advisors, Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Robeco Institutional Asset Management B.V. |
3 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| Arcadia Investment Management Corp/mi |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Allstate Corp |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
3 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
3 |
| Driehaus Capital Management Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
3 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
3 |
| Sciencast Management LP |
3 |
| WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| GAM Holding AG |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| Generali Asset Management SPA SGR |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| Sandia Investment Management LP |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| Mbb Public Markets I Llc |
3 |
| PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
3 |
| Itau Unibanco Holding S.A. |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| Johnson Financial Group, Inc. |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| Mml Investors Services, Llc |
3 |
| Associated Banc-corp |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
3 |
| Fuller & Thaler Asset Management, Inc. |
3 |
| Canada Pension Plan Investment Board |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| Westpac Banking Corp |
3 |
| JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
3 |
| PIMCO FUNDS - PIMCO Short Asset Portfolio |
3 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
| Dubuque Bank & Trust Co |
3 |
| Cahill Financial Advisors Inc |
3 |
| Elequin Capital Lp |
3 |
| People's United Financial, Inc. |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| Atala Financial Inc |
3 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
3 |
| ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| Locust Wood Capital Advisers, Llc |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
3 |
| Advisor Resource Council |
3 |
| Eagle Bay Advisors LLC |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| Equitable Trust Co |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| VCBDX - VALIC Co I - Core Bond Fund |
3 |
| Truvestments Capital Llc |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| FNY Investment Advisers, LLC |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| Equitable Holdings, Inc. |
3 |
| Canton Hathaway, LLC |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Gabelli Funds Llc |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
3 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
3 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
3 |
| AIA Investment Management Private Ltd |
3 |
| Deere & Co |
3 |
| Weiss Strategic Interval Fund |
3 |
| Burt Wealth Advisors |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| Numerai GP LLC |
3 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| Ilmarinen Mutual Pension Insurance Co |
3 |
| Congress Asset Management Co /ma |
3 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
| Evoke Wealth, Llc |
3 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
3 |
| Avion Wealth |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| Sageworth Trust Co of South Dakota |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Ellevest, Inc. |
3 |
| Graves-Light Private Wealth Management, Inc. |
3 |
| Quantamental Technologies LLC |
3 |
| Ellis Investment Partners, LLC |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
3 |
| Greenleaf Trust |
3 |
| Cornerstone Planning Group LLC |
3 |
| Cordatus Wealth Management LLC |
3 |
| OneAscent Financial Services LLC |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| Beacon Pointe Advisors, LLC |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| Patton Fund Management, Inc. |
3 |
| Weaver Consulting Group |
3 |
| Siemens Fonds Invest GmbH |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| Jupiter Asset Management Ltd |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| Activest Wealth Management |
3 |
| Dupont Capital Management Corp |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| Personal Wealth Partners |
3 |
| Benjamin Edwards Inc |
3 |
| Old North State Trust, LLC |
3 |
| Rational Advisors Llc |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| First United Bank Trust/ |
3 |
| USA Financial Portformulas Corp |
3 |
| Inscription Capital, LLC |
3 |
| Weiss Multi-Strategy Advisers LLC |
3 |
| Mizuho Securities Usa Llc |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
3 |
| Next Financial Holdings |
3 |
| Nicolet Advisory Services, Llc |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| Meteora Capital, LLC |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| Ing Groep Nv |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| Riverview Trust Co |
3 |
| Easterly Investment Partners Llc |
3 |
| Kore Private Wealth LLC |
3 |
| JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
3 |
| Arabesque Asset Management Ltd |
3 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
3 |
| Liberty Wealth Management Llc |
3 |
| Aptus Capital Advisors, LLC |
3 |
| Robertson Stephens Wealth Management, LLC |
3 |
| DRW Securities, LLC |
3 |
| Hughes Financial Services, LLC |
3 |
| Albar Capital Ltd |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
| Duality Advisers, Lp |
3 |
| JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
3 |
| Apollon Wealth Management, LLC |
3 |
| Greenland Capital Management LP |
3 |
| Quest Capital Management Inc /adv |
3 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
| Qtron Investments LLC |
3 |
| Claro Advisors LLC |
3 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
3 |
| Zions Bancorporation, N.A. |
3 |
| Wealthfront Advisers Llc |
3 |
| Ameritas Investment Corp |
3 |
| Sandbar Asset Management LLP |
3 |
| Riverhead Capital Management Llc |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Pensionmark Financial Group, Llc |
3 |
| Kinneret Advisory, LLC |
3 |
| HHM Wealth Advisors, LLC |
3 |
| K2 Principal Fund, L.p. |
3 |
| ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
3 |
| Magnus Financial Group LLC |
3 |
| Asahi Life Asset Management Co., Ltd. |
3 |
| PRW Wealth Management LLC |
3 |
| Salomon & Ludwin, LLC |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| Gitterman Wealth Management, LLC |
3 |
| Weld Capital Management Llc |
3 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
| Inceptionr Llc |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| Central Bank & Trust Co |
3 |
| Ossiam |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| Fortem Financial Group, Llc |
3 |
| Dagco, Inc. |
3 |
| Shell Asset Management Co |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| Park Place Capital Corp |
3 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
| North Star Investment Management Corp. |
3 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| Northwest Investment Counselors, Llc |
3 |
| YHB Investment Advisors, Inc. |
3 |
| New Covenant Trust Company, N.A. |
3 |
| Optiver Holding B.V. |
3 |
| CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
3 |
| NewEdge Wealth, LLC |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| Nicholas Company, Inc. |
3 |
| Financial Management Professionals, Inc. |
3 |
| Boston Private Wealth Llc |
3 |
| LRI Investments, LLC |
3 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| Capitolis Advisors LLC |
3 |
| Vaughan Nelson Investment Management, L.p. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
3 |
| Allstate Investment Management Co |
3 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
| Precision Wealth Strategies, LLC |
3 |
| Chicago Equity Partners Llc |
3 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
| Humankind Benefit Corp - Humankind US Stock ETF |
3 |
| Mayflower Financial Advisors, LLC |
3 |
| ISAM Funds (UK) Ltd |
3 |
| BNE - ETF Series Solutions - Blue Horizon BNE ETF |
3 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
3 |
| Trust Co Of Toledo Na /oh/ |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
| Atlas Capital Advisors Llc |
3 |
| Baron Silver Stevens Financial Advisors, Llc |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| Johnson Investment Counsel Inc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
3 |
| Prudential Plc |
3 |
| GHP Investment Advisors, Inc. |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| Childress Capital Advisors, Llc |
3 |
| Bank Of Nova Scotia |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| Piedmont Investment Advisors Llc |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Capital Fund Management S.a. |
3 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
3 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
3 |
| M&g Investment Management Ltd |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| Diversify Advisory Services, LLC |
3 |
| Ballentine Partners, LLC |
3 |
| Standard Family Office LLC |
3 |
| Investment Management Corp of Ontario |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| Exos Asset Management LLC |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| Alpha DNA Investment Management LLC |
3 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
| VTL Associates, LLC |
3 |
| Tradition Wealth Management, LLC |
3 |
| Interchange Capital Partners, LLC |
3 |
| Concord Wealth Partners |
3 |
| Polar Capital Holdings Plc |
3 |
| Boston Partners |
3 |
| Vontobel Holding Ltd. |
3 |
| Enterprise Financial Services Corp |
3 |
| Bridgefront Capital, LLC |
3 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
3 |
| Independent Portfolio Consultants, Inc. |
3 |
| SAC Capital Advisors LP |
3 |
| Westfield Capital Management Co Lp |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| HB Wealth Management, LLC |
3 |
| Railway Pension Investments Ltd |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
| BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| TCG Advisory Services, LLC |
3 |
| Triad Wealth Partners, LLC |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| Varma Mutual Pension Insurance Co |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Lord, Abbett & Co. Llc |
3 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| Mitchell & Pahl Private Wealth, Llc |
3 |
| Premier Fund Managers Ltd |
3 |
| OneAscent Wealth Management LLC |
3 |
| Golden State Equity Partners |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Burleson & Company, LLC |
3 |
| MU Investments Co., Ltd. |
3 |
| Endurance Wealth Management, Inc. |
3 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
3 |
| Baker Tilly Financial, Llc |
3 |
| Wipfli Financial Advisors Llc, |
3 |
| Addison Advisors LLC |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
| Wasatch Advisors Inc |
3 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
3 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
3 |
| Nvwm, Llc |
3 |
| GoalVest Advisory LLC |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| World Asset Management Inc |
3 |
| Marquette Asset Management, LLC |
3 |
| Caldwell Securities, Inc |
3 |
| Globeflex Capital L P |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
3 |
| Adirondack Retirement Specialists, Inc. |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| Voya Prime Rate Trust |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| Creative Financial Designs Inc /adv |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| IBM Retirement Fund |
3 |
| Aurora Investment Counsel |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund |
3 |
| St Germain D J Co Inc |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| Marino, Stram & Associates Llc |
3 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
3 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
3 |
| Gateway Investment Advisers Llc |
3 |
| Zullo Investment Group, Inc. |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
3 |
| American Capital Advisory, LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| CIBC World Markets Inc. |
3 |
| Whipplewood Advisors, LLC |
3 |
| Bnc Wealth Management, Llc |
3 |
| Azzad Asset Management Inc /adv |
3 |
| Kapitalo Investimentos Ltda |
3 |
| Westchester Capital Management, LLC |
3 |
| Cornerstone Advisors, Inc. |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 |
3 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
| Field & Main Bank |
3 |
| Founders Financial Alliance, LLC |
3 |
| Jane Street Holding, LLC |
3 |
| Kestra Advisory Services, LLC |
3 |
| TFC Financial Management |
3 |
| CNB Bank |
3 |
| Howe & Rusling Inc |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| Hexagon Capital Partners LLC |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| Baader Bank INC |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
3 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
3 |
| Bridges Investment Management Inc |
3 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
3 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
3 |
| MetLife Securities, Inc |
3 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| Creekmur Asset Management LLC |
3 |
| Vise Technologies, Inc. |
3 |
| L & S Advisors Inc |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| Aristeia Capital Llc |
3 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
3 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
3 |
| NewSquare Capital LLC |
3 |
| Segment Wealth Management, LLC |
3 |
| W.G. Shaheen & Associates DBA Whitney & Co |
3 |
| First Horizon Corp |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| Irish Life Investment Managers Ltd. |
3 |
| Advisor OS, LLC |
3 |
| Covington Capital Management |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
3 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
3 |
| nVerses Capital, LLC |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| Charter Trust Co |
3 |
| Fedenia Advisers LLC |
3 |
| Aspect Partners, LLC |
3 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
3 |
| DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund |
3 |
| Ativo Capital Management LLC |
3 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
3 |
| Atlas Private Wealth Advisors |
3 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
3 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| Brasada Capital Management, Lp |
3 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
| Cable Hill Partners, LLC |
3 |
| FourThought Financial, LLC |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
3 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
| Ellington Management Group Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| Emerald Acquisition Ltd. |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| RBF Capital, LLC |
3 |
| Qsemble Capital Management, LP |
3 |
| Main Street Group, LTD |
3 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
| ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares |
3 |
| LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
3 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
| Royce & Associates Lp |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| LM Advisors LLC |
3 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
| BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class |
3 |
| Radcliffe Capital Management, L.P. |
3 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
3 |
| Financial Advocates Investment Management |
3 |
| Hilltop Holdings Inc. |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| First Command Advisory Services, Inc. |
3 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
| SummitTX Capital, L.P. |
3 |
| Canandaigua National Corp |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Athanor Capital, Lp |
3 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
3 |
| Brighton Jones Llc |
3 |
| Kestra Investment Management, LLC |
3 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
3 |
| EntryPoint Capital, LLC |
3 |
| HBK Sorce Advisory LLC |
3 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
3 |
| Raymond James Trust N.a. |
3 |
| Chilton Capital Management Llc |
3 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
3 |
| Advisor Group, Inc. |
3 |
| Berman Capital Advisors, LLC |
3 |
| Sierra Ocean, Llc |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| Quent Capital, LLC |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| Scopus Asset Management, L.p. |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| Olistico Wealth, LLC |
3 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
3 |
| Caption Management, LLC |
3 |
| Clark Capital Management Group, Inc. |
3 |
| MANA Advisors LLC |
3 |
| Colonial Trust Advisors |
3 |
| Commerce Bank |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Eqis Capital Management, Inc. |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| Merit Financial Group, LLC |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
3 |
| Truewealth Llc |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| 1858 Wealth Management, Llc |
3 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
| NorthCoast Asset Management LLC |
3 |
| TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
3 |
| Private Wealth Asset Management, LLC |
3 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
3 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
| Waldron Private Wealth LLC |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
| Bank Of Hawaii |
3 |
| Atlanta Capital Management Co L L C |
3 |
| DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N |
3 |
| XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund |
3 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
3 |
| WPG Advisers, LLC |
3 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
3 |
| Financial Gravity Companies, Inc. |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| Convergence Investment Partners, LLC |
3 |
| Parkwood LLC |
3 |
| Rivernorth Capital Management, Llc |
3 |
| Oppenheimer & Co Inc |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Plato Investment Management Ltd |
3 |
| FundVantage Trust - Verplanck Balanced Fund |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 |
3 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| Rosenberg Matthew Hamilton |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| Heck Capital Advisors, LLC |
3 |
| Elite Wealth Management, Inc. |
3 |
| Symphony Financial, Ltd. Co. |
3 |
| Eudaimonia Partners, LLC |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| Consolidated Planning Corp |
3 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
| Provenance Wealth Advisors, LLC |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| Rakuten Investment Management, Inc. |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
| HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
3 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
| First Mercantile Trust Co |
3 |
| Profunds - Profund Vp Bull |
3 |
| Profunds - Profund Vp Industrials |
3 |
| Korea Investment CORP |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
3 |
| Nomura Asset Management Co Ltd |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| Tfs Capital Llc |
3 |
| Financial Architects, Inc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| Redwood Investment Management, Llc |
3 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
3 |
| ClearAlpha Technologies LP |
3 |
| Isthmus Partners, Llc |
3 |
| Stephenson National Bank & Trust |
3 |
| RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF |
3 |
| Jacobi Capital Management LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| Kepos Capital LP |
3 |
| Binnacle Investments Inc |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Xact Kapitalforvaltning AB |
3 |
| Etf Managers Group, Llc |
3 |
| Hanseatic Management Services Inc |
3 |
| Trust Co Of Vermont |
3 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
3 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
| Capital International Sarl |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| Spot Trading L.L.C |
3 |
| DT Investment Partners, LLC |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| Tarbox Family Office, Inc. |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| Capital International Ltd /ca/ |
3 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
3 |
| NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF |
3 |
| Trustcore Financial Services, Llc |
3 |
| Keebeck Wealth Management, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
| SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
3 |
| Woodline Partners LP |
3 |
| Frazier Financial Advisors, LLC |
3 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
3 |
| N.E.W. Advisory Services LLC |
3 |
| Oppenheimer Funds Inc |
3 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
3 |
| Winthrop Capital Management, LLC |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| Sachetta, LLC |
3 |
| Simon Quick Advisors, Llc |
3 |
| Column Capital Advisors, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
3 |
| Jade Capital Advisors, LLC |
3 |
| Quest Partners LLC |
3 |
| Appian Way Asset Management LP |
3 |
| Centaurus Financial, Inc. |
3 |
| First Command Bank |
3 |
| First Quadrant L P/ca |
3 |
| First Command Financial Services, Inc. |
3 |
| Private Wealth Management Group, LLC |
3 |
| Parcion Private Wealth LLC |
3 |
| L2 Asset Management, LLC |
3 |
| Commonwealth Equity Services, Llc |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
3 |
| BlackRock Group LTD |
3 |
| Maverick Capital Ltd |
3 |
| Independence Bank of Kentucky |
3 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
3 |
| Winch Advisory Services, LLC |
3 |
| Municipal Employees' Retirement System of Michigan |
3 |
| Key FInancial Inc |
3 |
| Banque Cantonale Vaudoise |
3 |
| Avanza Fonder AB |
3 |
| Bryn Mawr Capital Management Inc |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 |
3 |
| Ajo, Lp |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| AGF Investments LLC |
3 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
3 |
| Venture Visionary Partners LLC |
3 |
| Northwest Financial Advisors |
3 |
| Sigma Planning Corp |
3 |
| Pacifica Partners Inc. |
3 |
| Glassman Wealth Services |
3 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
3 |
| MJT & Associates Financial Advisory Group, Inc. |
3 |
| Ieq Capital, Llc |
3 |
| Fidelis Capital Partners, LLC |
3 |
| Foundry Partners, LLC |
3 |
| Verdence Capital Advisors LLC |
3 |
| Optimum Investment Advisors |
3 |
| Malaga Cove Capital, LLC |
3 |
| Stephens Consulting, LLC |
3 |
| City Holding Co |
3 |
| Squar Milner Financial Services Llc |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| DAVENPORT & Co LLC |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
3 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
3 |
