| VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares |
14 |
| FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund |
11 |
| AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A |
10 |
| VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares |
8 |
| TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class |
8 |
| Voya Senior Income Fund |
7 |
| Pacer Advisors, Inc. |
7 |
| OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A |
7 |
| IFP Advisors, Inc |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
6 |
| First Horizon Advisors, Inc. |
6 |
| Marshall Wace, Llp |
6 |
| Teacher Retirement System Of Texas |
6 |
| Two Sigma Securities, Llc |
6 |
| UBS Group AG |
6 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
6 |
| Two Sigma Advisers, Lp |
6 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
6 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
6 |
| Susquehanna International Group, Llp |
6 |
| Dynamic Technology Lab Private Ltd |
6 |
| Tower Research Capital LLC (TRC) |
6 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
6 |
| Geode Capital Management, Llc |
6 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
6 |
| Voya Prime Rate Trust |
6 |
| Squarepoint Ops LLC |
6 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
6 |
| Renaissance Technologies Llc |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
6 |
| Jpmorgan Chase & Co |
6 |
| Goldman Sachs Group Inc |
6 |
| Jane Street Group, Llc |
6 |
| Royal Bank Of Canada |
6 |
| Morgan Stanley |
6 |
| Invesco Ltd. |
6 |
| Citigroup Inc |
6 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
6 |
| Citadel Advisors Llc |
6 |
| Wells Fargo & Company/mn |
6 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
5 |
| Barclays Plc |
5 |
| Guggenheim Capital Llc |
5 |
| First Trust Advisors Lp |
5 |
| Creative Planning |
5 |
| Rhumbline Advisers |
5 |
| Parkside Financial Bank & Trust |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
5 |
| Comerica Bank |
5 |
| Schonfeld Strategic Advisors LLC |
5 |
| BlackRock Advisors LLC |
5 |
| Bnp Paribas Arbitrage, Sa |
5 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| Acadian Asset Management Llc |
5 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
5 |
| Gamco Investors, Inc. Et Al |
5 |
| Prudential Financial Inc |
5 |
| Hsbc Holdings Plc |
5 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
5 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
5 |
| Northern Trust Corp |
5 |
| FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund |
5 |
| Hrt Financial Lp |
5 |
| Simplex Trading, Llc |
5 |
| New York State Teachers Retirement System |
5 |
| Griffin Institutional Access Credit Fund |
5 |
| MetLife Securities, Inc |
5 |
| Eaton Vance Management |
5 |
| Lazard Asset Management Llc |
5 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
| Axa S.a. |
5 |
| Cwm, Llc |
5 |
| Dupont Capital Management Corp |
5 |
| American Century Companies Inc |
5 |
| Louisiana State Employees Retirement System |
5 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
5 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
5 |
| Capital Fund Management S.a. |
5 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| Panagora Asset Management Inc |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| Gabelli Funds Llc |
5 |
| BlackRock, Inc. |
5 |
| Us Bancorp \de\ |
5 |
| California State Teachers Retirement System |
5 |
| Glenmede Trust Co Na |
5 |
| Gsa Capital Partners Llp |
5 |
| Parallax Volatility Advisers, L.P. |
5 |
| Strs Ohio |
5 |
| BlackRock Fund Advisors |
5 |
| BlackRock Group LTD |
5 |
| Toronto Dominion Bank |
5 |
| Nordea Investment Management Ab |
5 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
5 |
| CIBC Private Wealth Group, LLC |
5 |
| D.a. Davidson & Co. |
5 |
| Legal & General Group Plc |
5 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
5 |
| California Public Employees Retirement System |
5 |
| Quadrant Capital Group Llc |
5 |
| Vanguard Group Inc |
5 |
| Dimensional Fund Advisors Lp |
5 |
| Huntington National Bank |
5 |
| Teachers Retirement System Of The State Of Kentucky |
5 |
| Mutual Of America Capital Management Llc |
5 |
| Nomura Holdings Inc |
5 |
| BlueCrest Capital Management Ltd |
5 |
| Voya Investment Management Llc |
5 |
| Balyasny Asset Management Llc |
5 |
| Bessemer Group Inc |
5 |
| Neuberger Berman Group LLC |
5 |
| Verition Fund Management LLC |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| Prelude Capital Management, Llc |
5 |
| Ellington Management Group Llc |
5 |
| Paloma Partners Management Co |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| Ameritas Investment Partners, Inc. |
5 |
| Cubist Systematic Strategies, LLC |
5 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
5 |
| Northwestern Mutual Wealth Management Co |
5 |
| Ladenburg Thalmann Financial Services Inc |
5 |
| Proequities, Inc. |
5 |
| Aperio Group, LLC |
5 |
| State Board Of Administration Of Florida Retirement System |
5 |
| TCI Wealth Advisors, Inc. |
5 |
| D. E. Shaw & Co., Inc. |
5 |
| Mason Street Advisors, Llc |
5 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
5 |
| Massmutual Trust Co Fsb/adv |
5 |
| SG Americas Securities, LLC |
5 |
| BlackRock Institutional Trust Company, N.A. |
5 |
| Fifth Third Bancorp |
5 |
| Brown Advisory Inc |
5 |
| Millennium Management Llc |
5 |
| Teachers Advisors, Llc |
5 |
| Los Angeles Capital Management Llc |
5 |
| Aqr Capital Management Llc |
5 |
| BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund |
5 |
| Nationwide Fund Advisors |
5 |
| Public Employees Retirement System Of Ohio |
5 |
| Two Sigma Investments, Lp |
5 |
| Tiaa Cref Investment Management Llc |
5 |
| Nisa Investment Advisors, Llc |
5 |
| Texas Permanent School Fund |
5 |
| Gotham Asset Management, LLC |
5 |
| Capstone Investment Advisors, Llc |
5 |
| Macquarie Group Ltd |
5 |
| Virginia Retirement Systems Et Al |
5 |
| Nuveen Asset Management, LLC |
5 |
| Tudor Investment Corp Et Al |
5 |
| Great West Life Assurance Co /can/ |
5 |
| Boothbay Fund Management, Llc |
5 |
| Hutchin Hill Capital, LP |
5 |
| PDT Partners, LLC |
5 |
| PineBridge Investments, L.P. |
5 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
5 |
| Bank Of Montreal /can/ |
5 |
| Ubs Asset Management Americas Inc |
5 |
| BlackRock Investment Management, LLC |
5 |
| Envestnet Asset Management Inc |
5 |
| NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A |
5 |
| Bank Of America Corp /de/ |
5 |
| Charles Schwab Investment Management Inc |
5 |
| Fmr Llc |
5 |
| American International Group, Inc. |
5 |
| Stifel Financial Corp |
5 |
| Russell Frank Co/ |
5 |
| PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund |
5 |
| Deutsche Bank Ag\ |
5 |
| ProShare Advisors LLC |
5 |
| Alberta Investment Management Corp |
5 |
| Bank of New York Mellon Corp |
5 |
| Raymond James & Associates |
5 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
5 |
| Schroder Investment Management Group |
5 |
| Advisors Preferred, LLC |
5 |
| Alliancebernstein L.p. |
5 |
| DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A |
5 |
| Norges Bank |
5 |
| LS Investment Advisors, LLC |
5 |
| Fuller & Thaler Asset Management, Inc. |
5 |
| Jefferies Group LLC |
5 |
| Principal Financial Group Inc |
5 |
| Price T Rowe Associates Inc /md/ |
5 |
| New York State Common Retirement Fund |
5 |
| Winton Capital Group Ltd |
5 |
| State Street Corp |
5 |
| Hudson Bay Capital Management LP |
5 |
| Manufacturers Life Insurance Company, The |
5 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
5 |
| Metropolitan Life Insurance Co/ny |
5 |
| Sei Investments Co |
5 |
| State of Tennessee, Treasury Department |
5 |
| Ameriprise Financial Inc |
5 |
| Group One Trading, L.p. |
5 |
| Arizona State Retirement System |
5 |
| Allianz Asset Management GmbH |
5 |
| Swiss National Bank |
5 |
| Credit Suisse Ag/ |
5 |
| Wellington Management Group Llp |
5 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
| Parametric Portfolio Associates Llc |
5 |
| Federated Hermes, Inc. |
5 |
| Quantbot Technologies LP |
5 |
| Thrivent Financial For Lutherans |
5 |
| Pnc Financial Services Group, Inc. |
5 |
| Point72 Asset Management, L.P. |
4 |
| Symphony Asset Management Llc |
4 |
| Keybank National Association/oh |
4 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
4 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
| Stone Ridge Asset Management LLC |
4 |
| Natixis Advisors, L.p. |
4 |
| Cresset Asset Management, LLC |
4 |
| Truist Financial Corp |
4 |
| Bridgeway Capital Management Inc |
4 |
| Farmers & Merchants Investments Inc |
4 |
| QS Investors, LLC |
4 |
| Amalgamated Bank |
4 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
4 |
| Segall Bryant & Hamill, Llc |
4 |
| Engineers Gate Manager LP |
4 |
| XTX Topco Ltd |
4 |
| Man Group plc |
4 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
4 |
| SECOR Capital Advisors, LP |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
4 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
4 |
| Wolverine Asset Management Llc |
4 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
4 |
| National Asset Management, Inc. |
4 |
| Ellevest, Inc. |
4 |
| Putnam Investments Llc |
4 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
4 |
| Walleye Trading LLC |
4 |
| Trexquant Investment LP |
4 |
| PEAK6 Investments LLC |
4 |
| Cambridge Investment Research Advisors, Inc. |
4 |
| Vanguard World Fund |
4 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
4 |
| Oxford Asset Management Llp |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| State Of Wisconsin Investment Board |
4 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
4 |
| Hbk Investments L P |
4 |
| Principal Funds Inc |
4 |
| FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund |
4 |
| Adage Capital Partners Gp, L.l.c. |
4 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
4 |
| Oppenheimer Funds Inc |
4 |
| Aviva Plc |
4 |
| Qube Research & Technologies Ltd |
4 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
4 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
4 |
| NEXT Financial Group, Inc |
4 |
| Jump Financial, LLC |
4 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
4 |
| Caxton Associates Lp |
4 |
| Td Asset Management Inc |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| Versant Capital Management, Inc |
4 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
4 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
| Highbridge Capital Management Llc |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| MetLife Investment Management, LLC |
4 |
| Royce & Associates Lp |
4 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| Ubs Oconnor Llc |
4 |
| PEAK6 Investments, L.P. |
4 |
| Whittier Trust Co |
4 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
4 |
| FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| KBC Group NV |
4 |
| Campbell & CO Investment Adviser LLC |
4 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| Vanguard Index Funds |
4 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| LPL Financial LLC |
4 |
| Stevens Capital Management Lp |
4 |
| Parallel Advisors, LLC |
4 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
4 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
4 |
| Profund Advisors Llc |
4 |
| Centiva Capital, LP |
4 |
| GWM Advisors LLC |
4 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
4 |
| Algert Global Llc |
4 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
4 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
4 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
4 |
| Cibc World Markets Corp |
4 |
| Public Sector Pension Investment Board |
4 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
4 |
| Janus Henderson Group Plc |
4 |
| Rehmann Capital Advisory Group |
4 |
| Assenagon Asset Management S.A. |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| Advisors Asset Management, Inc. |
4 |
| Barings Llc |
4 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
4 |
| Janney Montgomery Scott LLC |
4 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
4 |
| Canada Pension Plan Investment Board |
4 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
4 |
| Credit Agricole S A |
4 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
4 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
4 |
| PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund |
4 |
| Loomis Sayles & Co L P |
4 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
4 |
| Foundry Partners, LLC |
4 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
4 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
4 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| Zacks Investment Management |
4 |
| Advisory Services Network, LLC |
4 |
| IndexIQ Advisors LLC |
4 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
4 |
| Signaturefd, Llc |
4 |
| Hillsdale Investment Management Inc. |
4 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
4 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
4 |
| Virtu Financial LLC |
4 |
| Rational Advisors Llc |
4 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Laurion Capital Management LP |
4 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
4 |
| First Quadrant L P/ca |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund |
4 |
| Meeder Asset Management Inc |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
4 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
4 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
4 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
4 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
4 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
4 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
| ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A |
4 |
| AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
4 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
4 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
4 |
| Connor, Clark & Lunn Investment Management Ltd. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
4 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
4 |
| Healthcare Of Ontario Pension Plan Trust Fund |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
4 |
| HighTower Advisors, LLC |
4 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
| Piedmont Investment Advisors Llc |
4 |
| Petrus Trust Company, LTA |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
4 |
| Kcg Holdings, Inc. |
4 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
4 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| Employees Retirement System of Texas |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| Wealthspire Advisors, L.P. |
4 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
4 |
| VTL Associates, LLC |
4 |
| Assetmark, Inc |
4 |
| Martingale Asset Management L P |
4 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
4 |
| Ground Swell Capital, LLC |
4 |
| NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A |
4 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
4 |
| Itau Unibanco Holding S.A. |
4 |
| Cutler Group LP |
4 |
| PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. |
4 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
4 |
| Acrospire Investment Management LLC |
4 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
4 |
| WFG Advisors, LP |
4 |
| VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A |
4 |
| Associated Banc-corp |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
4 |
| Ubs Ag |
4 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
4 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
4 |
| AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
4 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| Arrowstreet Capital, Limited Partnership |
4 |
| Brandywine Global Investment Management, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
4 |
| Jacobs Levy Equity Management, Inc |
4 |
| Manchester Capital Management LLC |
4 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
4 |
| NumerixS Investment Technologies Inc |
4 |
| New York Life Investment Management Llc |
4 |
| Point72 Hong Kong Ltd |
4 |
| Eagle Asset Management Inc |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
4 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
4 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
| Sei Trust Co |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| Alps Advisors Inc |
4 |
| State of Alaska, Department of Revenue |
4 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| Menta Capital Llc |
4 |
| Great Lakes Advisors, Llc |
4 |
| Victory Capital Management Inc |
4 |
| Water Island Capital Llc |
4 |
| Riverhead Capital Management Llc |
4 |
| Granite Investment Partners, LLC |
4 |
| Franklin Resources Inc |
4 |
| Advisor Group, Inc. |
4 |
| Wolverine Trading, Llc |
4 |
| Synovus Financial Corp |
4 |
| MUFG Americas Holdings Corp |
4 |
| Ramsey Quantitative Systems |
4 |
| RidgeWorth Capital Management LLC |
4 |
| Alpine Global Management, LLC |
4 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
4 |
| O'shaughnessy Asset Management, Llc |
4 |
| People's United Financial, Inc. |
4 |
| Public Employees Retirement Association Of Colorado |
4 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
4 |
| Clinton Group Inc |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| CHTFX - AQUILA MUNICIPAL TRUST - Aquila Churchill Tax-Free Fund of Kentucky Class A |
4 |
| Russell Investments Group, Ltd. |
4 |
| CENTRAL TRUST Co |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
3 |
| Baird Financial Group, Inc. |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| New Mexico Educational Retirement Board |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| Westpac Banking Corp |
3 |
| Dubuque Bank & Trust Co |
3 |
| Polar Asset Management Partners Inc. |
3 |
| Securian Asset Management, Inc |
3 |
| MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| World Asset Management Inc |
3 |
| MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
3 |
| Ancora Advisors, LLC |
3 |
| M&t Bank Corp |
3 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
3 |
| AHL Partners LLP |
3 |
| Handelsbanken Fonder AB |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
3 |
| CIBC World Markets Inc. |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| Cantab Capital Partners LLP |
3 |
| Boston Private Wealth Llc |
3 |
| Westchester Capital Management, LLC |
3 |
| Johnson Investment Counsel Inc |
3 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
3 |
| Cornerstone Advisors, Inc. |
3 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
3 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
3 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
3 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
3 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
3 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
3 |
| Bank Of Nova Scotia |
3 |
| Quadrature Capital Ltd |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| Index Management Solutions, LLC |
3 |
| CenterStar Fund, LLC |
3 |
| Howe & Rusling Inc |
3 |
| National Bank Of Canada /fi/ |
3 |
| Placemark Investments, Inc. |
3 |
| FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund |
3 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| Bb&t Securities, Llc |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 |
3 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
3 |
| Emerald Acquisition Ltd. |
3 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
3 |
| Wilmington Funds Management Corp |
3 |
| Ci Investments Inc. |
3 |
| Amundi |
3 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
3 |
| Vanguard Horizon Funds |
3 |
| Vanguard Explorer Fund |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
3 |
| Elkfork Partners LLC |
3 |
| Mason Street Advisors, Llc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
3 |
| Cnh Partners Llc |
3 |
| Alyeska Investment Group, L.P. |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| Natixis |
3 |
| Fondren Management LP |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
3 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
3 |
| GLG Partners LP |
3 |
| Glen Harbor Capital Management LLC |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Lord, Abbett & Co. Llc |
3 |
| Raymond James Trust N.a. |
3 |
| Pathstone Family Office, Llc |
3 |
| A.R.T. Advisors, LLC |
3 |
| Sowell Financial Services LLC |
3 |
| Graham Capital Management, L.P. |
3 |
| Commonwealth Bank Of Australia |
3 |
| Scopus Asset Management, L.p. |
3 |
| Marshall Wace North America L.P. |
3 |
| Lsv Asset Management |
3 |
| Fieldpoint Private Securities, LLC |
3 |
| Cornercap Investment Counsel Inc |
3 |
| Glg Llc |
3 |
| Magnetar Financial LLC |
3 |
| Assured Investment Management LLC |
3 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
3 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
| First Eagle Investment Management, LLC |
3 |
| Kellner Capital, LLC |
3 |
| Crossmark Global Holdings, Inc. |
3 |
| Csenge Advisory Group |
3 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
3 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
3 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
3 |
| First Interstate Bank |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
3 |
| Invesco Senior Income Trust |
3 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
3 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
3 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
3 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
3 |
| USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares |
3 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
3 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
3 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
3 |
| Numeric Investors Llc |
3 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
3 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
3 |
| Boston Partners |
3 |
| State Of Michigan Retirement System |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| Trust Co Of Vermont |
3 |
| MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 |
3 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
3 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| Spot Trading L.L.C |
3 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
3 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
3 |
| Kennedy Capital Management, Inc. |
3 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
3 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
3 |
| Chicago Equity Partners Llc |
3 |
| First Manhattan Co |
3 |
| Retirement Systems of Alabama |
3 |
| MAI Capital Management |
3 |
| Sumitomo Mitsui Trust Holdings, Inc. |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
3 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
3 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
3 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
3 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| K2 Principal Fund, L.p. |
3 |
| Copeland Capital Management, LLC |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| Massachusetts Financial Services Co /ma/ |
3 |
| GW&K Investment Management, LLC |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| Sterling Capital Management LLC |
3 |
| Glassman Wealth Services |
3 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
| Nuveen Diversified Dividend & Income Fund |
3 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| Capstone Asset Management Co |
3 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
3 |
| Gdl Fund |
3 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
3 |
| Reinhart Partners, Inc. |
3 |
| Quantitative Systematic Strategies LLC |
3 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
| Smith Asset Management Group Lp |
3 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
3 |
| First Citizens Bank & Trust Co |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
3 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
| Pimco Dynamic Income Fund |
3 |
| Pimco Income Opportunity Fund |
3 |
| Pimco Dynamic Credit & Mortgage Income Fund |
3 |
| Regions Financial Corp |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A |
3 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
| HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| State Farm Mutual Fund Trust |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| State Farm Variable Product Trust |
3 |
| SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| PYZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Basic Materials Momentum ETF |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
3 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
| Tocqueville Asset Management L.p. |
3 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
3 |
| Jfs Wealth Advisors, Llc |
3 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
3 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
3 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
3 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
3 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
3 |
| FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund |
3 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
3 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
3 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
3 |
| Old National Bancorp /in/ |
3 |
| PENN SERIES FUNDS INC - International Equity Fund |
3 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| Raymond James Financial Services Advisors, Inc. |
3 |
| INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A |
3 |
| Mackenzie Financial Corp |
3 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
3 |
| Sheets Smith Wealth Management |
3 |
| Landscape Capital Management, L.l.c. |
3 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
3 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
3 |
| Bowling Portfolio Management LLC |
3 |
| Ontario Teachers Pension Plan Board |
3 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
3 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
3 |
| Arrow Financial Corp |
3 |
| Westwood Holdings Group Inc |
3 |
| United Services Automobile Association |
3 |
| Neuberger Berman High Yield Strategies Fund Inc. |
3 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
3 |
| Utah Retirement Systems |
3 |
| Stephens Inc /ar/ |
3 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
3 |
| EAM Investors, LLC |
3 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
3 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
3 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
| Ascend Capital, Llc |
3 |
| Pictet Asset Management Ltd |
3 |
| VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A |
3 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
3 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| Mackay Shields Llc |
3 |
| Aigen Investment Management, Lp |
3 |
| Wedge Capital Management L L P/nc |
3 |
| Illinois Municipal Retirement Fund |
3 |
| Hartford Investment Management Co |
3 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
3 |
| Ethic Inc. |
3 |
| Orion Portfolio Solutions, LLC |
3 |
| Meridian Wealth Partners, LLC |
3 |
| Integrated Wealth Management |
3 |
| Ensign Peak Advisors, Inc |
3 |
| CVA Family Office, LLC |
3 |
| Xponance, Inc. |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
3 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
3 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
3 |
| Advisory Research Inc |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
3 |
| Umb Bank N A/mo |
3 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
3 |
| Crestline Management, LP |
3 |
| Northern Trust Co Of Connecticut |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
3 |
| I.g. Investment Management, Ltd. |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
3 |
| Shelton Capital Management |
3 |
| Ada Investment Management, LP |
3 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
| Commonwealth Equity Services, Llc |
3 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
3 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
3 |
| Investors Research Corp |
3 |
| GV Financial Advisors |
3 |
| State of New Jersey Common Pension Fund D |
3 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
| Captrust Financial Advisors |
3 |
| FineMark National Bank & Trust |
3 |
| CWM Advisors, LLC |
3 |
| Sandhill Capital Partners LLC |
3 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| Seven Eight Capital, Lp |
3 |
| Yakira Capital Management, Inc. |
3 |
| We Are One Seven, LLC |
3 |
| Castleark Management Llc |
3 |
| Irish Life Investment Managers Ltd. |
3 |
| AdvisorNet Financial, Inc |
3 |
| Dean Investment Associates, Llc |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
3 |
| Ergoteles LLC |
3 |
| CIBC Asset Management Inc |
3 |
| Rockefeller Capital Management L.P. |
3 |
| Asset Management One Co., Ltd. |
3 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| Zebra Capital Management LLC |
3 |
| FNY Investment Advisers, LLC |
3 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
3 |
| Wipfli Financial Advisors Llc, |
3 |
| Global Retirement Partners, LLC |
3 |
| Maryland State Retirement & Pension System |
3 |
| Evercore Wealth Management, LLC |
3 |
| Vantage Consulting Group Inc |
3 |
| Quantamental Technologies LLC |
3 |
| Occudo Quantitative Strategies Lp |
3 |
| Private Trust Co Na |
3 |
| Lindbrook Capital, Llc |
3 |
| Allworth Financial LP |
3 |
| Voloridge Investment Management, Llc |
3 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
3 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
3 |
| Humankind Benefit Corp - Humankind US Stock ETF |
3 |
| Spire Wealth Management |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| Gemmer Asset Management LLC |
3 |
| Managed Account Advisors Llc |
3 |
| Moore Capital Management, Lp |
3 |
| Quantinno Capital Management LP |
3 |
| Dark Forest Capital Management Lp |
3 |
| ExodusPoint Capital Management, LP |
3 |
| Harvest Investment Services, LLC |
3 |
| Toroso Investments, LLC |
3 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
3 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
3 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
3 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
3 |
| Proficio Capital Partners LLC |
3 |
| Tfs Capital Llc |
3 |
| JNBA Financial Advisors |
3 |
| Bell Investment Advisors, Inc |
3 |
| Convergence Investment Partners, LLC |
3 |
| BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C |
3 |
| APG Asset Management N.V. |
3 |
| Airain ltd |
3 |
| Allspring Global Investments Holdings, LLC |
3 |
| BW Gestao de Investimentos Ltda. |
3 |
| Capital World Investors |
3 |
| Nomura Asset Management Co Ltd |
3 |
| Keeley Asset Management Corp |
3 |
| Yousif Capital Management, Llc |
3 |
| EverSource Wealth Advisors, LLC |
3 |
| State of Wyoming |
3 |
| Globeflex Capital L P |
3 |
| Covestor Ltd |
3 |
| SJS Investment Consulting Inc. |
3 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
3 |
| Advisor Group Holdings, Inc. |
3 |
| Aquatic Capital Management LLC |
3 |
| Regentatlantic Capital Llc |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| SpiderRock Trading LLC |
3 |
| Ajo, Lp |
3 |
| Amalgamated Financial Corp. |
3 |
| Deprince Race & Zollo Inc |
3 |
| AMP Capital Investors Ltd |
3 |
| Calvert Investment Management, Inc. |
3 |
| Hantz Financial Services, Inc. |
3 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
3 |
| Ronald Blue Trust, Inc. |
3 |
| Intech Investment Management Llc |
3 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| Brown Brothers Harriman & Co |
3 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
| OMERS ADMINISTRATION Corp |
3 |
| Hancock Whitney Corp |
3 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
3 |
| Cetera Investment Advisers |
3 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
3 |
| King Luther Capital Management Corp |
3 |
| Point72 Middle East FZE |
3 |
| Citizens Financial Group Inc/ri |
3 |
| Levin Capital Strategies, L.p. |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
3 |
| Shell Asset Management Co |
3 |
| FNY Managed Accounts LLC |
3 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
3 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
3 |
| Farther Finance Advisors, LLC |
3 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| TD Waterhouse Canada Inc. |
3 |
| Invictus RG |
3 |
| Ing Groep Nv |
3 |
| PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I |
3 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
3 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
3 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
3 |
| GHP Investment Advisors, Inc. |
3 |
| Azzad Asset Management Inc /adv |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
3 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
3 |
| Skandinaviska Enskilda Banken AB (publ) |
3 |
| Bailard, Inc. |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
| Twin Tree Management, LP |
3 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
3 |
| Jones Financial Companies Lllp |
3 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
3 |
| First Republic Investment Management, Inc. |
3 |
| PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I |
3 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
3 |
| Enterprise Financial Services Corp |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
3 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
3 |
| ClariVest Asset Management LLC |
3 |
