| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
40 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
35 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
23 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
23 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
22 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
21 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
20 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
18 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
18 |
| Deutsche Bank Ag\ |
18 |
| Citadel Advisors Llc |
18 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
17 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
17 |
| Morgan Stanley |
17 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
17 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
17 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
17 |
| Royal Bank Of Canada |
17 |
| Ameriprise Financial Inc |
17 |
| Alliancebernstein Global High Income Fund Inc |
17 |
| Goldman Sachs Group Inc |
16 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
16 |
| D. E. Shaw & Co., Inc. |
16 |
| Barclays Plc |
16 |
| Citigroup Inc |
16 |
| Bank Of America Corp /de/ |
16 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
16 |
| Geode Capital Management, Llc |
16 |
| Bnp Paribas Arbitrage, Sa |
16 |
| Jpmorgan Chase & Co |
16 |
| BlackRock, Inc. |
15 |
| Bank of New York Mellon Corp |
15 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
15 |
| Wells Fargo & Company/mn |
15 |
| Nomura Holdings Inc |
15 |
| Invesco Ltd. |
15 |
| Credit Suisse Ag/ |
15 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
15 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
15 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
15 |
| Jefferies Group LLC |
15 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
15 |
| Susquehanna International Group, Llp |
15 |
| State Street Corp |
15 |
| BlackRock Advisors LLC |
14 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
14 |
| Wolverine Asset Management Llc |
14 |
| Manufacturers Life Insurance Company, The |
14 |
| Creative Planning |
14 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
14 |
| SG Americas Securities, LLC |
14 |
| BlackRock Fund Advisors |
14 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
14 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
14 |
| Millennium Management Llc |
14 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
14 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
14 |
| Northern Trust Corp |
14 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
14 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
14 |
| BlackRock Institutional Trust Company, N.A. |
14 |
| Wellington Management Group Llp |
13 |
| UBS Group AG |
13 |
| Fmr Llc |
13 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
13 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
13 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
13 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
13 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
13 |
| MASTER BOND LLC - Master Total Return Portfolio |
13 |
| Allianz Asset Management GmbH |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
13 |
| Verition Fund Management LLC |
13 |
| BlackRock Investment Management, LLC |
13 |
| Vanguard Group Inc |
13 |
| Jane Street Group, Llc |
13 |
| Ubs Asset Management Americas Inc |
12 |
| Bank Of Montreal /can/ |
12 |
| Neuberger Berman Group LLC |
12 |
| Tower Research Capital LLC (TRC) |
12 |
| Russell Frank Co/ |
12 |
| Ladenburg Thalmann Financial Services Inc |
12 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
12 |
| Advent Claymore Convertible Securities & Income Fund |
12 |
| Lord, Abbett & Co. Llc |
12 |
| Ubs Ag |
12 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
12 |
| New York State Common Retirement Fund |
12 |
| Guggenheim Capital Llc |
12 |
| Lazard Asset Management Llc |
12 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
12 |
| Pacer Advisors, Inc. |
12 |
| Group One Trading, L.p. |
12 |
| American International Group, Inc. |
12 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
11 |
| BlackRock Group LTD |
11 |
| Voya Investment Management Llc |
11 |
| Renaissance Technologies Llc |
11 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
11 |
| Eaton Vance Ltd Duration Income Fund |
11 |
| Putnam Investments Llc |
11 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
11 |
| Parametric Portfolio Associates Llc |
11 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
11 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
11 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
11 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
11 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
11 |
| Prelude Capital Management, Llc |
11 |
| Aqr Capital Management Llc |
11 |
| Envestnet Asset Management Inc |
11 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
11 |
| A.R.T. Advisors, LLC |
11 |
| ProShare Advisors LLC |
11 |
| Highbridge Capital Management Llc |
11 |
| Nationwide Fund Advisors |
11 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
11 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
11 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
11 |
| California Public Employees Retirement System |
11 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
11 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
11 |
| California State Teachers Retirement System |
11 |
| American Century Companies Inc |
11 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
11 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
11 |
| Sei Investments Co |
11 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
11 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
11 |
| EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
11 |
| Charles Schwab Investment Management Inc |
11 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
11 |
| IFP Advisors, Inc |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
11 |
| Ubs Oconnor Llc |
11 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
11 |
| Kcg Holdings, Inc. |
11 |
| Tiaa Cref Investment Management Llc |
11 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
11 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
11 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
11 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
11 |
| Walleye Trading LLC |
11 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
11 |
| Alliancebernstein L.p. |
11 |
| Axa S.a. |
11 |
| Credit Agricole S A |
11 |
| Us Bancorp \de\ |
11 |
| Thompson Davis & Co., Inc. |
10 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
10 |
| Pine River Capital Management L.P. |
10 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
10 |
| Fifth Third Bancorp |
10 |
| Teachers Advisors, Llc |
10 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
10 |
| Tudor Investment Corp Et Al |
10 |
| Raymond James & Associates |
10 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
10 |
| Panagora Asset Management Inc |
10 |
| Metropolitan Life Insurance Co/ny |
10 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
10 |
| Quantbot Technologies LP |
10 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
10 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
10 |
| Pathstone Family Office, Llc |
10 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
10 |
| Paloma Partners Management Co |
10 |
| Jacobs Levy Equity Management, Inc |
10 |
| RidgeWorth Capital Management LLC |
10 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
10 |
| Suntrust Banks Inc |
10 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
10 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
10 |
| Rhumbline Advisers |
10 |
| Airain ltd |
10 |
| HighTower Advisors, LLC |
10 |
| Price T Rowe Associates Inc /md/ |
10 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
10 |
| Css Llc/il |
10 |
| Pnc Financial Services Group, Inc. |
10 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
10 |
| BlueCrest Capital Management Ltd |
10 |
| Proequities, Inc. |
10 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
10 |
| Oxford Asset Management Llp |
10 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
10 |
| PEAK6 Investments, L.P. |
10 |
| Two Sigma Investments, Lp |
10 |
| Calamos Advisors LLC |
10 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
10 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
10 |
| Toronto Dominion Bank |
10 |
| Balyasny Asset Management Llc |
10 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
10 |
| M&t Bank Corp |
10 |
| Simplex Trading, Llc |
10 |
| Advisor Group, Inc. |
10 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
10 |
| State Board Of Administration Of Florida Retirement System |
10 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
10 |
| Mackay Shields Llc |
10 |
| Boothbay Fund Management, Llc |
10 |
| Amundi Pioneer Asset Management Inc |
10 |
| Two Sigma Advisers, Lp |
9 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
9 |
| FNY Managed Accounts LLC |
9 |
| MetLife Securities, Inc |
9 |
| FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
9 |
| KBC Group NV |
9 |
| Aperio Group, LLC |
9 |
| RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A |
9 |
| Daiwa Securities Group Inc. |
9 |
| Public Sector Pension Investment Board |
9 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
9 |
| Nicholas Investment Partners, LP |
9 |
| BNP Paribas Asset Management Holding S.A. |
9 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
9 |
| Stifel Financial Corp |
9 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
9 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
9 |
| FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund |
9 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
9 |
| Teacher Retirement System Of Texas |
9 |
| Federated Hermes, Inc. |
9 |
| National Asset Management, Inc. |
9 |
| Macquarie Group Ltd |
9 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
9 |
| Soros Fund Management Llc |
9 |
| Cnh Partners Llc |
9 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
9 |
| Legal & General Group Plc |
9 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
9 |
| Cubist Systematic Strategies, LLC |
9 |
| Spot Trading L.L.C |
9 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
9 |
| Northwestern Mutual Wealth Management Co |
9 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
9 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
9 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
9 |
| FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF |
9 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
9 |
| Prudential Plc |
9 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
9 |
| D.a. Davidson & Co. |
9 |
| Dynamic Technology Lab Private Ltd |
9 |
| Alpine Global Management, LLC |
9 |
| Dimensional Fund Advisors Lp |
9 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
9 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
9 |
| Victory Capital Management Inc |
9 |
| Regions Financial Corp |
9 |
| LPL Financial LLC |
9 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
9 |
| Russell Investments Group, Ltd. |
9 |
| FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF |
9 |
| Capstone Investment Advisors, Llc |
9 |
| Swiss National Bank |
9 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
9 |
| Prudential Financial Inc |
9 |
| Public Employees Retirement System Of Ohio |
9 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
9 |
| Parallax Volatility Advisers, L.P. |
9 |
| Bessemer Group Inc |
9 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
9 |
| Advent Capital Management /de/ |
9 |
| Two Sigma Securities, Llc |
9 |
| Gsa Capital Partners Llp |
9 |
| Principal Financial Group Inc |
9 |
| Stoneridge Investment Partners Llc |
9 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
9 |
| Ground Swell Capital, LLC |
9 |
| Ontario Teachers Pension Plan Board |
9 |
| AMP Capital Investors Ltd |
9 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
8 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
8 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
8 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
8 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
8 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
8 |
| Cornerstone Capital Management Holdings Llc. |
8 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
8 |
| Laurion Capital Management LP |
8 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
8 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
8 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
8 |
| Cambridge Investment Research Advisors, Inc. |
8 |
| Great West Life Assurance Co /can/ |
8 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
8 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
8 |
| Jefferies Financial Group Inc. |
8 |
| Edmond De Rothschild Holding S.a. |
8 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
8 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
8 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
8 |
| Strs Ohio |
8 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
8 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
8 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
8 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
8 |
| Sculptor Capital LP |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
8 |
| Trexquant Investment LP |
8 |
| Tcw Group Inc |
8 |
| State of Tennessee, Treasury Department |
8 |
| WealthPLAN Partners, LLC |
8 |
| Td Asset Management Inc |
8 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
8 |
| Comerica Bank |
8 |
| Spark Investment Management LLC |
8 |
| Hsbc Holdings Plc |
8 |
| Core Bond Portfolio - Core Bond Portfolio |
8 |
| Managed Account Advisors Llc |
8 |
| Vanguard Index Funds |
8 |
| Catalyst Capital Advisors LLC |
8 |
| Blair William & Co/il |
8 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
8 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
8 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
8 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
8 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
8 |
| Jane Street Holding, LLC |
8 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
8 |
| Squarepoint Ops LLC |
8 |
| Wolverine Trading, Llc |
8 |
| PDT Partners, LLC |
8 |
| Boston Partners |
8 |
| Loomis Sayles & Co L P |
8 |
| Cowen Group, Inc. |
8 |
| Advisory Services Network, LLC |
8 |
| FIL Ltd |
8 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
8 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
8 |
| Meeder Asset Management Inc |
8 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
8 |
| Point72 Asset Management, L.P. |
8 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
8 |
| Symphony Asset Management Llc |
8 |
| Essex Investment Management Co Llc |
8 |
| State Of Wisconsin Investment Board |
8 |
| OMERS ADMINISTRATION Corp |
8 |
| Landscape Capital Management, L.l.c. |
8 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
8 |
| Alyeska Investment Group, L.P. |
8 |
| Raymond James Financial Services Advisors, Inc. |
8 |
| Baker Avenue Asset Management, LP |
8 |
| Scotia Capital Inc. |
8 |
| Menta Capital Llc |
8 |
| First Republic Investment Management, Inc. |
8 |
| State Farm Mutual Fund Trust |
8 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
8 |
| First Hawaiian Bank |
8 |
| Bluefin Trading, LLC |
8 |
| Schroder Investment Management Group |
8 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
8 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
8 |
| Allianzgi Diversified Income & Convertible Fund |
8 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
8 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
8 |
| Marshall Wace, Llp |
8 |
| Allianzgi Equity & Convertible Income Fund |
8 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
8 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
8 |
| Palisade Capital Management Llc/nj |
8 |
| State Farm Variable Product Trust |
8 |
| Integral Derivatives, LLC |
8 |
| Ameritas Investment Partners, Inc. |
8 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
8 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
8 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
8 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
8 |
| Jupiter Asset Management Ltd |
8 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
8 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
8 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
8 |
| First Mercantile Trust Co |
8 |
| GAM Holding AG |
8 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
8 |
| Oppenheimer & Co Inc |
8 |
| Thrivent Financial For Lutherans |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
8 |
| Engineers Gate Manager LP |
8 |
| Polar Asset Management Partners Inc. |
8 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
8 |
| Nuveen Asset Management, LLC |
8 |
| First Trust Advisors Lp |
8 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
8 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
8 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
8 |
| XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
8 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
8 |
| LMR Partners LLP |
8 |
| Huntington National Bank |
8 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
8 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
8 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
8 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
8 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
7 |
| Acadian Asset Management Llc |
7 |
| Cutler Group LP |
7 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
7 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
7 |
| Fuller & Thaler Asset Management, Inc. |
7 |
| Quadrature Capital Ltd |
7 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
7 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
7 |
| FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF |
7 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
7 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
7 |
| United Services Automobile Association |
7 |
| Vantagepoint Funds |
7 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
7 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
7 |
| Rational Advisors Llc |
7 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
7 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
7 |
| Oppenheimer Funds Inc |
7 |
| Quantitative Investment Management, LLC |
7 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
7 |
| NEXT Financial Group, Inc |
7 |
| Friess Associates Llc |
7 |
| Whittier Trust Co |
7 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
7 |
| Maplelane Capital, Llc |
7 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
7 |
| Advisor Group Holdings, Inc. |
7 |
| Canada Pension Plan Investment Board |
7 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
7 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
7 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
7 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
7 |
| Gabelli Funds Llc |
7 |
| Compagnie Lombard Odier SCmA |
7 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
7 |
| Conning Inc. |
7 |
| SAC Capital Advisors LP |
7 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
7 |
| Principal Funds Inc |
7 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
7 |
| Glg Inc. |
7 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
7 |
| Gradient Investments LLC |
7 |
| Arrowstreet Capital, Limited Partnership |
7 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
7 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
7 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
7 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
7 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
7 |
| Whitebox Advisors Llc |
7 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
7 |
| Ancora Advisors, LLC |
7 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
7 |
| Nisa Investment Advisors, Llc |
7 |
| CIBC Private Wealth Group, LLC |
7 |
| Hillsdale Investment Management Inc. |
7 |
| First Horizon Advisors, Inc. |
7 |
| Ardsley Advisory Partners Lp |
7 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
7 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
7 |
| Ssi Investment Management Llc |
7 |
| Stevens Capital Management Lp |
7 |
| PENN SERIES FUNDS INC - International Equity Fund |
7 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
7 |
| Clear Street Markets Llc |
7 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
7 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
7 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
7 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
7 |
| Eqis Capital Management, Inc. |
7 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
7 |
| Magnetar Financial LLC |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
7 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
7 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
7 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
7 |
| Element Capital Management Llc |
7 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
7 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
7 |
| Clear Harbor Asset Management, LLC |
7 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
7 |
| Barings Llc |
7 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
7 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
7 |
| Bokf, Na |
7 |
| WFG Advisors, LP |
7 |
| GLG Partners LP |
7 |
| Picton Mahoney Asset Management |
7 |
| Franklin Resources Inc |
7 |
| Mackenzie Financial Corp |
7 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
7 |
| Zacks Investment Management |
7 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
7 |
| Lombard Odier Asset Management (USA) Corp |
7 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
7 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
7 |
| Arrowgrass Capital Partners (us) Lp |
7 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
7 |
| Americafirst Capital Management, Llc |
7 |
| Bridgeway Capital Management Inc |
7 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
7 |
| Profunds - Profund Vp Oil & Gas |
7 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
7 |
| Ellington Management Group Llc |
7 |
| Algert Global Llc |
7 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
7 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
7 |
| Globeflex Capital L P |
7 |
| First Quadrant L P/ca |
7 |
| HAP Trading, LLC |
7 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
7 |
| Cetera Advisor Networks LLC |
7 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
7 |
| Agf Investments Inc. |
7 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
| Private Advisor Group, LLC |
7 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
7 |
| Jones Financial Companies Lllp |
7 |
| Weiss Multi-Strategy Advisers LLC |
7 |
| BlackRock Japan Co. Ltd |
7 |
| Mutual Of America Capital Management Llc |
7 |
| Seven Eight Capital, Lp |
7 |
| BNP Paribas Investment Partners S.A. |
7 |
| Tiaa-cref Funds |
7 |
| College Retirement Equities Fund |
7 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
7 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
7 |
| Keybank National Association/oh |
7 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
7 |
| Janney Montgomery Scott LLC |
7 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
7 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
7 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
7 |
| Retirement Systems of Alabama |
7 |
| Vanguard World Fund |
7 |
| Banque Pictet & Cie Sa |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
7 |
| EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A |
7 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
7 |
| Norges Bank |
7 |
| Marshall Wace North America L.P. |
7 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
7 |
| FNY Partners Fund LP |
7 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
7 |
| Nine Chapters Capital Management LLC |
7 |
| RWC Asset Management LLP |
7 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
7 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
7 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
7 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
7 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
7 |
| Sonora Investment Management, LLC |
7 |
| Nordea Investment Management Ab |
7 |
| Manchester Capital Management LLC |
7 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
7 |
| Cornerstone Planning Group LLC |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
7 |
| Diversified Trust Co |
7 |
| Polar Capital LLP |
7 |
| Clinton Group Inc |
7 |
| Point72 Hong Kong Ltd |
7 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
7 |
| Sawtooth Solutions, LLC |
7 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
7 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
7 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
7 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
7 |
| Private Trust Co Na |
7 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
7 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
7 |
| Aviva Plc |
7 |
| Lombard Odier Asset Management (Switzerland) SA |
7 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
7 |
| K2 Principal Fund, L.p. |
7 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
7 |
| Quantitative Systematic Strategies LLC |
7 |
| Lombard Odier Asset Management (Europe) Ltd |
7 |
| Sandler Capital Management |
7 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
7 |
| Stratos Wealth Partners, LTD. |
7 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
7 |
| Capital Fund Management S.a. |
6 |
| Hutchin Hill Capital, LP |
6 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
6 |
| Brighton Jones Llc |
6 |
| Glassman Wealth Services |
6 |
| Natixis |
6 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
6 |
| Espalier Global Management LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
6 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
6 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
6 |
| RBF Capital, LLC |
6 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
6 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
6 |
| Enterprise Financial Services Corp |
6 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
6 |
| ClariVest Asset Management LLC |
6 |
| Highlander Capital Management, LLC |
6 |
| Marathon Trading Investment Management LLC |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
6 |
| Western Asset High Income Fund Ii Inc. |
6 |
| First Manhattan Co |
6 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
6 |
| Independent Advisor Alliance |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
6 |
| Empire Capital Management, L.L.C. |
6 |
| Connor, Clark & Lunn Investment Management Ltd. |
6 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
6 |
| Waddell & Reed Financial Inc |
6 |
| M&g Investment Management Ltd |
6 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
6 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
6 |
| Emerald Acquisition Ltd. |
6 |
| Herald Investment Management Ltd |
6 |
| Sowell Financial Services LLC |
6 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
6 |
| GWM Advisors LLC |
6 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
6 |
| Rotella Capital Management, Inc. |
6 |
| Freestone Capital Holdings, LLC |
6 |
| Washington Trust Bank |
6 |
| Forum Funds |
6 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
6 |
| Capital Advisors, Ltd. LLC |
6 |
| Janus Henderson Group Plc |
6 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
6 |
| Gamco Investors, Inc. Et Al |
6 |
| Allianzgi Convertible & Income Fund |
6 |
| Schonfeld Strategic Advisors LLC |
6 |
| Mizuho Securities Usa Llc |
6 |
| Virtu Financial LLC |
6 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
6 |
| Warren Averett Asset Management, LLC |
6 |
| Howard Hughes Medical Institute |
6 |
| WealthTrust-Arizona, LLC |
6 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
6 |
| Baird Robert W & Co Inc /wi/ |
6 |
| Ing Groep Nv |
6 |
| Western Asset High Income Opportunity Fund Inc. |
6 |
| Kornitzer Capital Management Inc /ks |
6 |
| Hbk Investments L P |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| Rydex Etf Trust |
6 |
| TCI Wealth Advisors, Inc. |
6 |
| Tfs Capital Investment Trust |
6 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
6 |
| Steward Partners Investment Advisory, Llc |
6 |
| Commonwealth Equity Services, Llc |
6 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
6 |
| Caisse De Depot Et Placement Du Quebec |
6 |
| Clearbridge Investments, LLC |
6 |
| Truist Financial Corp |
6 |
| Amalgamated Bank |
6 |
| State of Wyoming |
6 |
| John Hancock Income Securities Trust |
6 |
| We Are One Seven, LLC |
6 |
| Nomura Asset Management Co Ltd |
6 |
| Ameritas Advisory Services, LLC |
6 |
| Sandy Spring Bank |
6 |
| Rockefeller Capital Management L.P. |
6 |
| John Hancock Investors Trust |
6 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
6 |
| Global Retirement Partners, LLC |
6 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
6 |
| Dialectic Capital Management, Lp |
6 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
6 |
| Zweig-DiMenna Associates LLC |
6 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
6 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
6 |
| Walleye Capital LLC |
6 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
6 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
6 |
| BBT Capital Management, LLC |
6 |
| Assetmark, Inc |
6 |
| Raymond James Financial Inc |
6 |
| ETRADE Capital Management LLC |
6 |
| Wealthspire Advisors, L.P. |
6 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
6 |
| Ostrum Asset Management |
6 |
| Toroso Investments, LLC |
6 |
| Claro Advisors LLC |
6 |
| Western Asset Global High Income Fund Inc. |
6 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
6 |
| Krilogy Financial LLC |
6 |
| King Luther Capital Management Corp |
6 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
6 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
6 |
| Sargent Bickham Lagudis LLC |
6 |
| Pictet Asset Management Ltd |
6 |
| Bayesian Capital Management, LP |
6 |
| Fred Alger Management, Llc |
6 |
| Cetera Investment Advisers |
6 |
| Assured Investment Management LLC |
6 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
6 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
6 |
| O'shaughnessy Asset Management, Llc |
6 |
| Spire Wealth Management |
6 |
| Cetera Advisors LLC |
6 |
| Old Mission Capital Llc |
6 |
| Western Asset High Yield Defined Opportunity Fund Inc. |
6 |
| United Capital Financial Advisers, Llc |
6 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
6 |
| Carroll Financial Associates, Inc. |
6 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
6 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
6 |
| Benjamin F. Edwards & Company, Inc. |
6 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
6 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
6 |
| Glenmede Trust Co Na |
6 |
| MUFG Americas Holdings Corp |
6 |
| Royce & Associates Lp |
6 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
6 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
6 |
| Securian Asset Management, Inc |
6 |
| Riverhead Capital Management Llc |
6 |
| APG Asset Management N.V. |
6 |
| Bolton Lp |
6 |
| Tri-continental Corp |
6 |
| Blackrock Corporate High Yield Fund, Inc. |
6 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
6 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
6 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
6 |
| Atria Investments Llc |
6 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
6 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
6 |
| Wealth Enhancement Advisory Services, Llc |
6 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
6 |
| DnB Asset Management AS |
6 |
| USA Financial Portformulas Corp |
6 |
| Sigma Planning Corp |
6 |
| Gardner Lewis Asset Management L P |
6 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
6 |
| Veritable, L.P. |
6 |
| Gotham Asset Management, LLC |
6 |
| Nikko Asset Management Americas, Inc. |
6 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
6 |
| Financial Architects, Inc |
6 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
6 |
| Tocqueville Asset Management L.p. |
6 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
6 |
| Man Group plc |
6 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
6 |
| Signaturefd, Llc |
6 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
6 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
6 |
| Vanguard Horizon Funds |
6 |
| Jump Trading, LLC |
6 |
| Equitec Proprietary Markets, Llc |
6 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
6 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
6 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
6 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
6 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
6 |
| Brown Advisory Inc |
6 |
| MAI Capital Management |
6 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
6 |
| Gemmer Asset Management LLC |
6 |
| Los Angeles Capital Management Llc |
6 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
6 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
6 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
6 |
| Voloridge Investment Management, Llc |
6 |
| Allworth Financial LP |
6 |
| Driehaus Capital Management Llc |
6 |
| Cullen/frost Bankers, Inc. |
6 |
| Blackrock Debt Strategies Fund, Inc. |
6 |
| South Dakota Investment Council |
6 |
| Hudson Bay Capital Management LP |
6 |
| Rehmann Capital Advisory Group |
6 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
6 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
6 |
| Piper Sandler & Co. |
6 |
| State Of Michigan Retirement System |
6 |
| Reilly Financial Advisors, Llc |
6 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
6 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
6 |
| Brown Brothers Harriman & Co |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
6 |
| Dupont Capital Management Corp |
6 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
6 |
| Cwm, Llc |
6 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
6 |
| Korea Investment CORP |
6 |
| Asset Management One Co., Ltd. |
6 |
| Perella Weinberg Partners Capital Management LP |
6 |
| Brown Advisory Securities, LLC |
6 |
| Perigon Wealth Management, LLC |
6 |
| CIBC Asset Management Inc |
6 |
| Adage Capital Partners Gp, L.l.c. |
6 |
| Timber Hill LLC |
6 |
| CIBC World Markets Inc. |
6 |
| Public Employees Retirement Association Of Colorado |
6 |
| Hrt Financial Lp |
6 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
6 |
| MUFG Securities EMEA plc |
6 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
6 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
6 |
| Aristeia Capital Llc |
6 |
| Parkside Financial Bank & Trust |
6 |
| Wealthfront Inc |
6 |
| Oaktree Capital Management Lp |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
6 |
| Commerzbank Aktiengesellschaft /fi |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
6 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
6 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
6 |
| Allianzgi Convertible & Income Fund Ii |
6 |
| Massmutual Trust Co Fsb/adv |
6 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
6 |
| IndexIQ Advisors LLC |
6 |
| Profund Advisors Llc |
6 |
| Shelton Capital Management |
6 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
6 |
| Fortaleza Asset Management Inc/ |
6 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
6 |
| Piedmont Investment Advisors Llc |
6 |
| Federation des caisses Desjardins du Quebec |
6 |
| Glg Llc |
6 |
| NN Investment Partners Holdings N.V. |
6 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
| Apriem Advisors |
5 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
5 |
| Nuveen Core Equity Alpha Fund |
5 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
5 |
| Nokota Management, LP |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| Blackstone / Gso Long-short Credit Income Fund |
5 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
5 |
| Blackstone / Gso Strategic Credit Fund |
5 |
| Stone Ridge Asset Management LLC |
5 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
5 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
5 |
| Brandywine Global Investment Management, LLC |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| Bailard, Inc. |
5 |
| Petrus Trust Company, LTA |
5 |
| Twin Tree Management, LP |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
5 |
| Allstate Corp |
5 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
5 |
| Westfield Capital Management Co Lp |
5 |
| Symmetry Peak Management Llc |
5 |
| Sciencast Management LP |
5 |
| Ropes Wealth Advisors Llc |
5 |
| Baird Financial Group, Inc. |
5 |
| Itau Unibanco Holding S.A. |
5 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
5 |
| Mml Investors Services, Llc |
5 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
5 |
| New Mexico Educational Retirement Board |
5 |
| Blackrock Ltd Duration Income Trust |
5 |
| Royal London Asset Management Ltd |
5 |
| Westpac Banking Corp |
5 |
| People's United Financial, Inc. |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| First Personal Financial Services |
5 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
5 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
5 |
| Allegis Investment Advisors, LLC |
5 |
| Deere & Co |
5 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
5 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
5 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
5 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
5 |
| DRW Securities, LLC |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| Caitong International Asset Management Co., Ltd |
5 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
| Handelsbanken Fonder AB |
5 |
| Hm Payson & Co |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| Boston Private Wealth Llc |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
5 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
5 |
| Claymore Exchange-traded Fund Trust |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
5 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
5 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
| Bank Of Nova Scotia |
5 |
| VTL Associates, LLC |
5 |
| Green Arrow Capital Management Llc |
5 |
| Crossmark Global Holdings, Inc. |
5 |
| IBM Retirement Fund |
5 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
5 |
| BlueCrest Capital Management LLP |
5 |
| Achmea Investment Management B.V. |
5 |
| SpiderRock Advisors, LLC |
5 |
| Intellectus Partners, LLC |
5 |
| Parallel Advisors, LLC |
5 |
| AE Wealth Management LLC |
5 |
| Munder Capital Management |
5 |
| Sei Trust Co |
5 |
| Hartford Mutual Funds Inc/ct |
5 |
| NuWave Investment Management, LLC |
5 |
| Cerity Partners LLC |
5 |
| Atria Wealth Solutions, Inc. |
5 |
| Hartland & Co., LLC |
5 |
| Janney Capital Management LLC |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| Covington Capital Management |
5 |
| Commerce Bank |
5 |
| Natixis Advisors, L.p. |
5 |
| Covestor Ltd |
5 |
| WASHINGTON TRUST Co |
5 |
| Optimum Investment Advisors |
5 |
| Rialto Wealth Management, LLC |
5 |
| Harvest Management Llc |
5 |
| Activest Wealth Management |
5 |
| SBI Securities Co., Ltd. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
5 |
| Bridgewater Associates, LP |
5 |
| Brinker Capital Investments, LLC |
5 |
| Continuum Advisory, LLC |
5 |
| Pallas Capital Advisors LLC |
5 |
| XTX Topco Ltd |
5 |
| Aviance Capital Management, Llc |
5 |
| CQS Cayman LP |
5 |
| Occudo Quantitative Strategies Lp |
5 |
| Pittenger & Anderson Inc |
5 |
| Cibc World Markets Corp |
5 |
| Advisors Asset Management, Inc. |
5 |
| Cambridge Trust Co |
5 |
| Y-Intercept (Hong Kong) Ltd |
5 |
| National Bank Of Canada /fi/ |
5 |
| Whittier Trust Co Of Nevada Inc |
5 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
5 |
| BlackRock Capital Allocation Trust |
5 |
| Ergoteles LLC |
5 |
| Jump Financial, LLC |
5 |
| Sterling Capital Management LLC |
5 |
| Kestra Private Wealth Services, Llc |
5 |
| Amundi |
5 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
5 |
| Knight Capital Group, Inc. |
5 |
| Sanctuary Advisors, LLC |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
5 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
5 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
5 |
| Jennison Associates Llc |
5 |
| International Assets Investment Management, Llc |
5 |
| Park Avenue Securities Llc |
5 |
| Old Mutual Global Investors (UK) Ltd. |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
5 |
| Wetherby Asset Management Inc |
5 |
| State of Alaska, Department of Revenue |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| Johnson Financial Group, Inc. |
5 |
| Levin Capital Strategies, L.p. |
5 |
| Paradigm Asset Management Co Llc |
5 |
| Evermay Wealth Management Llc |
5 |
| Rsm Us Wealth Management Llc |
5 |
| Abound Wealth Management |
5 |
| Smithfield Trust Co |
5 |
| Northern Trust Co Of Connecticut |
5 |
| Tdam Usa Inc. |
5 |
| Chicago Equity Partners Llc |
5 |
| Motco |
5 |
| F&C Asset Management plc |
5 |
| Bartlett & Co. LLC |
5 |
| Zazove Associates Llc |
5 |
| Princeton Alpha Management LP |
5 |
| Arkadios Wealth Advisors |
5 |
| Orion Portfolio Solutions, LLC |
5 |
| Bourgeon Capital Management Llc |
5 |
| First Citizens Bank & Trust Co |
5 |
| Integrated Advisors Network LLC |
5 |
| Cadence Capital Management Llc |
5 |
| Grimes & Company, Inc. |
5 |
| Jfs Wealth Advisors, Llc |
5 |
| Gupta Wealth Management LLC |
5 |
| BRYN MAWR TRUST Co |
5 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
5 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
5 |
| Sanctuary Wealth Advisors, LLC |
5 |
| Security National Trust Co |
5 |
| FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares |
5 |
| Cypress Capital Group |
5 |
| Achievement Holdings L.P. |
5 |
| Mariner, LLC |
5 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
5 |
| Calamos Wealth Management LLC |
5 |
| Clough Capital Partners L P |
5 |
| Bogle Investment Management L P /de/ |
5 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
5 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
5 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
5 |
| Analytic Investors, LLC |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
5 |
| Texas Permanent School Fund |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
5 |
| Zeke Capital Advisors, Llc |
5 |
| Pathstone Holdings, LLC |
5 |
| Prospera Financial Services Inc |
5 |
| Cipher Capital LP |
5 |
| Scientech Research LLC |
5 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
5 |
| Bartlett & Co. Wealth Management Llc |
5 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
5 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
5 |
| Bangor Savings Bank |
5 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
5 |
| Caxton Associates Lp |
5 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
5 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
5 |
| San Francisco Sentry Investment Group (ca) |
5 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
5 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
5 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
5 |
| Everence Capital Management Inc |
5 |
| Farmers & Merchants Investments Inc |
5 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
5 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Wesbanco Bank Inc |
5 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
5 |
| K.J. Harrison & Partners Inc |
5 |
| Riggs Asset Managment Co. Inc. |
5 |
| Westport Resources Management Inc |
5 |
| Calvert Investment Management, Inc. |
5 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
5 |
| Principal Securities, Inc. |
5 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
5 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
5 |
| Visium Asset Management, LP |
5 |
| First New York Securities Llc /ny |
5 |
| North Star Investment Management Corp. |
5 |
| Glazer Capital, Llc |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| Financial Management Professionals, Inc. |
5 |
| Advisory Research Inc |
5 |
| Bp Plc |
5 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
5 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
5 |
| Evergreen Capital Management Llc |
5 |
| Curian Capital Llc |
5 |
| TD Securities (USA) LLC |
5 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
5 |
| Virginia Retirement Systems Et Al |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
5 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
5 |
| Louisiana State Employees Retirement System |
5 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
5 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
5 |
| World Asset Management Inc |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
5 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
5 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
5 |
| Regal Investment Advisors LLC |
5 |
| Fortitude Family Office, LLC |
5 |
| Winslow, Evans & Crocker, Inc. |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
5 |
| Tortoise Investment Management, LLC |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
5 |
| Boston Advisors Llc |
5 |
| Gateway Investment Advisers Llc |
5 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
5 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
5 |
| Howe & Rusling Inc |
5 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
5 |
| Bb&t Securities, Llc |
5 |
| L & S Advisors Inc |
5 |
| NewSquare Capital LLC |
5 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
5 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
5 |
| Mason Street Advisors, Llc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
5 |
| Hilltop Holdings Inc. |
5 |
| Linden Advisors Lp |
5 |
| Criterion Capital Management Llc |
5 |
| Laffer Investments |
5 |
| Fore Research & Management, LP |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| Boardman Bay Capital Management Llc |
5 |
| PineBridge Investments, L.P. |
5 |
| Nbc Securities, Inc. |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| Mycio Wealth Partners, Llc |
5 |
| Global X Management CO LLC |
5 |
| Alberta Investment Management Corp |
5 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
5 |
| Bank Of Hawaii |
5 |
| Eagle Asset Management Inc |
5 |
| Denver Investment Advisors Llc |
5 |
| Savant Capital, LLC |
5 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
5 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
5 |
| Sun Life Financial Inc |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
5 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
5 |
| Flossbach Von Storch Ag |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| Intersect Capital LLC |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
5 |
| First Midwest Bank Trust Division |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| Hanseatic Management Services Inc |
5 |
| WealthTrust Fairport, LLC |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
5 |
| Farther Finance Advisors, LLC |
5 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
5 |
| NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A |
5 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
| New York State Teachers Retirement System |
5 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
5 |
| Oakbrook Investments Llc |
5 |
| American National Bank |
5 |
| Eastern Bank |
5 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
5 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
5 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
5 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
5 |
| GW&K Investment Management, LLC |
5 |
| Maverick Capital Ltd |
5 |
| Cheyne Capital Management (UK) LLP |
5 |
| Chevy Chase Trust Holdings, Inc. |
5 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
5 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
5 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
5 |
| Brookstone Capital Management |
5 |
| Capstone Asset Management Co |
5 |
| Fisher Asset Management, LLC |
5 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
5 |
| Country Trust Bank |
5 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
5 |
| Contravisory Investment Management, Inc. |
5 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
5 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
5 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
5 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
5 |
| Hollencrest Capital Management |
5 |
| Evoke Wealth, Llc |
5 |
| Munder Series Trust |
5 |
| Arden Investment Series Trust |
5 |
| Ci Investments Inc. |
5 |
| Gulf International Bank (UK) Ltd |
5 |
| Arizona State Retirement System |
5 |
| Moody National Bank Trust Division |
5 |
| ExodusPoint Capital Management, LP |
5 |
| Cresset Asset Management, LLC |
5 |
| Mitsubishi UFJ Trust & Banking Corp |
5 |
| EP Wealth Advisors, Inc. |
5 |
| Moors & Cabot, Inc. |
5 |
| Nwam Llc |
5 |
| Salem Investment Counselors Inc |
5 |
| Harvest Capital Strategies LLC |
5 |
| Avantax Advisory Services, Inc. |
5 |
| Ameritas Investment Corp |
5 |
| Townsquare Capital Llc |
5 |
| CTC Alternative Strategies, Ltd. |
5 |
| CAPROCK Group, Inc. |
5 |
| Winton Capital Group Ltd |
5 |
| Tucker Asset Management Llc |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| Quentec Asset Management Llc |
5 |
| Commonwealth Bank Of Australia |
5 |
| MCF Advisors LLC |
5 |
| Ironwood Financial, llc |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| FNY Investment Advisers, LLC |
5 |
| DekaBank Deutsche Girozentrale |
5 |
| American Portfolios Advisors |
5 |
| Qube Research & Technologies Ltd |
5 |
| Altshuler Shaham Ltd |
5 |
| Strategic Wealth Partners, Ltd. |
5 |
| SOUTH STATE Corp |
5 |
| Valley National Advisers Inc |
5 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
5 |
| AdvisorNet Financial, Inc |
5 |
| Utah Retirement Systems |
5 |
| MetLife Investment Management, LLC |
5 |
| Primecap Management Co/ca/ |
5 |
| Synovus Financial Corp |
5 |
| Stephens Inc /ar/ |
5 |
| Berman Capital Advisors, LLC |
5 |
| Burney Co/ |
5 |
| Destination Wealth Management |
5 |
| Caption Management, LLC |
5 |
| Chicago Partners Investment Group LLC |
5 |
| Stonebridge Capital Management Inc |
5 |
| Vident Investment Advisory, LLC |
5 |
| Macroview Investment Management Llc |
5 |
| Lucus Advisors Llc |
5 |
| Belvedere Trading LLC |
5 |
| Mission Wealth Management, Lp |
5 |
| Centiva Capital, LP |
5 |
| Underlying Funds Trust |
5 |
| Seacrest Wealth Management, Llc |
5 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
5 |
| National Pension Service |
5 |
| Integrated Wealth Management |
5 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
5 |
| Livforsakringsbolaget Skandia, Omsesidigt |
5 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
5 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
5 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
5 |
| Usca Ria Llc |
5 |
| Capital Guardian Trust Co |
5 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
5 |
| Umb Bank N A/mo |
5 |
| HighPoint Advisor Group LLC |
5 |
| Navellier & Associates Inc |
5 |
| Ionic Capital Management LLC |
5 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
5 |
| Pictet Asset Management Sa |
5 |
| Sunbelt Securities, Inc. |
5 |
| Calamos Dynamic Convertible & Income Fund |
5 |
| Calamos Convertible & High Income Fund |
5 |
| Calamos Strategic Total Return Fund |
5 |
| Calamos Convertible Opportunities & Income Fund |
5 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
5 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
5 |
| Meiji Yasuda Asset Management Co Ltd. |
5 |
| Western Asset Global Corporate Defined Opportunity Fund Inc. |
5 |
| Captrust Financial Advisors |
5 |
| FineMark National Bank & Trust |
5 |
| Platte River Capital LLC |
5 |
| Sumitomo Mitsui Trust Holdings, Inc. |
5 |
| Eaton Vance Management |
5 |
| Richard Bernstein Advisors LLC |
5 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
5 |
| Columbia Asset Management |
5 |
| Oak Associates Ltd /oh/ |
5 |
| Highland Capital Management, Llc |
5 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
5 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
5 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
| Blume Capital Management, Inc. |
5 |
| Sequoia Financial Advisors, LLC |
5 |
| Massachusetts Financial Services Co /ma/ |
5 |
| Capital Analysts, Inc. |
5 |
| Water Island Capital Llc |
5 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
5 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
5 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
5 |
| Dynamic Technology Lab Pte Ltd |
5 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
5 |
| Harel Insurance Investments & Financial Services Ltd. |
5 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
5 |
| 1832 Asset Management L.P. |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
5 |
| Moore Capital Management, Lp |
5 |
| CENTRAL TRUST Co |
5 |
| Proficio Capital Partners LLC |
5 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
5 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
5 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
| FDx Advisors, Inc. |
5 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
| Sheaff Brock Investment Advisors, LLC |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
5 |
| Carlson Capital L P |
5 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
5 |
| Pitcairn Co |
5 |
| Asset Dedication, LLC |
5 |
| Mn Services Vermogensbeheer B.V. |
5 |
| Quadrant Capital Group Llc |
5 |
| Andra AP-fonden |
5 |
| Exane Derivatives |
5 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
5 |
| NumerixS Investment Technologies Inc |
5 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
5 |
| Western Asset Premier Bond Fund |
5 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
5 |
| Overland Advisors, LLC |
5 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
5 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
5 |
| Mirae Asset Global Investments Co., Ltd. |
5 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
5 |
| Penserra Capital Management LLC |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
| Acrospire Investment Management LLC |
5 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
5 |
| Hartford Series Fund Inc |
5 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
| National Planning Corp |
5 |
| Guardian Life Insurance Co Of America |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| Martingale Asset Management L P |
5 |
| John Hancock Hedged Equity & Income Fund |
5 |
| Davidson Kempner Capital Management Lp |
5 |
| Turner Investments, L.p. |
5 |
| Pinnacle Associates Ltd |
5 |
| Hancock Whitney Corp |
5 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
5 |
| Trust For Advisor Solutions |
5 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
| Mckinley Capital Management Llc /delaware |
5 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
5 |
| Citizens Financial Group Inc/ri |
5 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
5 |
| Rafferty Asset Management, LLC |
5 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
5 |
| Dana Investment Advisors, Inc. |
5 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
5 |
| First Allied Advisory Services, Inc. |
5 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
4 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
4 |
| Meritage Portfolio Management |
4 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
4 |
| Sentry Investment Management Llc |
4 |
| Bridges Investment Management Inc |
4 |
| Kentucky Retirement Systems |
4 |
| Cantor Fitzgerald, L. P. |
4 |
| Cohen & Steers, Inc. |
4 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
4 |
| Delta Lloyd Nv |
4 |
| Manning & Napier Advisors Llc |
4 |
| Country Club Trust Company, n.a. |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio |
4 |
| Invesco Bond Fund |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
| Wall Street Associates |
4 |
| Vigilant Capital Management, LLC |
4 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
4 |
| River & Mercantile Asset Management Llp |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
4 |
| Point72 (DIFC) Ltd |
4 |
| SRB Corp |
4 |
| Segment Wealth Management, LLC |
4 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
4 |
| Checchi Capital Advisers, LLC |
4 |
| Miracle Mile Advisors, LLC |
4 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
4 |
| Camden Asset Management L P /ca |
4 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
4 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
4 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
4 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
4 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
4 |
| Charter Trust Co |
4 |
| Kanaly Trust Co |
4 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
4 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| Aigen Investment Management, Lp |
4 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
4 |
| Ieq Capital, Llc |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Breton Hill Capital Ltd. |
4 |
| Sumitomo Life Insurance Co |
4 |
| First National Trust Co |
4 |
| Vident Advisory, LLC |
4 |
| Steel Peak Wealth Management LLC |
4 |
| Penn Capital Management Co Inc |
4 |
| Wedbush Securities Inc |
4 |
| Global Financial Private Client, LLC |
4 |
| PIMCO FUNDS - PIMCO Sector Fund Series - H |
4 |
| Alps Advisors Inc |
4 |
| Quaker Wealth Management, LLC |
4 |
| Ivory Investment Management, Llc |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| Smith Asset Management Group Lp |
4 |
| Banque Cantonale Vaudoise |
4 |
| Healthcare Of Ontario Pension Plan Trust Fund |
4 |
| Vestcor Inc |
4 |
| FORA Capital, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| QCM Cayman, Ltd. |
4 |
| Woodline Partners LP |
4 |
| TD Waterhouse Canada Inc. |
4 |
| Bellevue Asset Management, Llc |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| Ethic Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| Corebridge Financial, Inc. |
4 |
| Pimco Income Opportunity Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
4 |
| Lmcg Investments, Llc |
4 |
| Edgestream Partners, L.P. |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| Regent Peak Wealth Advisors LLC |
4 |
| Johnson Investment Counsel Inc |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
4 |
| Hohimer Wealth Management, Llc |
4 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
4 |
| Colonial Trust Co / SC |
4 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
4 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
4 |
| Chartwell Investment Partners, Llc |
4 |
| Kohlberg Kravis Roberts & Co. L.P. |
4 |
| TradeLink Global Equity LLC |
4 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
4 |
| Cinctive Capital Management LP |
4 |
| Meridian Wealth Partners, LLC |
4 |
| Raymond James Trust N.a. |
4 |
| Twinbeech Capital Lp |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| Qrg Capital Management, Inc. |
4 |
| Cantab Capital Partners LLP |
4 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
4 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
4 |
| Mirabella Financial Services Llp |
4 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
| Ensign Peak Advisors, Inc |
4 |
| Graham Capital Management, L.P. |
4 |
| Envestnet Portfolio Solutions, Inc. |
4 |
| Parkwood LLC |
4 |
| JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
4 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
4 |
| CVA Family Office, LLC |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
4 |
| HighVista Strategies LLC |
4 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
4 |
| Annis Gardner Whiting Capital Advisors, LLC |
4 |
| Archer Investment Corp |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
4 |
| Bollard Group LLC |
4 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
4 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
4 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
4 |
| Kerrisdale Advisers, LLC |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
4 |
| Glen Eagle Advisors, LLC |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF |
4 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
4 |
| Clean Yield Group |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| Pnc Funds |
4 |
| Ronald Blue Trust, Inc. |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
4 |
| Emory University |
4 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
4 |
| Buckingham Strategic Wealth, Llc |
4 |
| Financial Counselors Inc |
4 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
| Winton Capital Management Ltd |
4 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
4 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
4 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
4 |
| Ziegler Capital Management, LLC |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
4 |
| Coldstream Capital Management Inc |
4 |
| Atlantic Union Bankshares Corp |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
4 |
| LMR Master Fund Ltd |
4 |
| J. Safra Sarasin Holding AG |
4 |
| Rothschild Investment Llc |
4 |
| Daiwa Capital Markets America Inc. |
4 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
4 |
| GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
4 |
| TRUE Private Wealth Advisors |
4 |
| RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
4 |
| Symphony Financial, Ltd. Co. |
4 |
| Rockefeller Financial Services Inc |
4 |
| MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
4 |
| Fort, L.p. |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
4 |
| First Interstate Bank |
4 |
| Financial Sense Advisors, Inc. |
4 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
4 |
| JustInvest LLC |
4 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| Disciplined Investments, LLC |
4 |
| Td Private Client Wealth Llc |
4 |
| Mather Group, Llc. |
4 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
4 |
| JNBA Financial Advisors |
4 |
| FundVantage Trust - Verplanck Balanced Fund |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
4 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
4 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
4 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
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 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| Grove Bank & Trust |
4 |
| Hussman Strategic Advisors, Inc. |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
4 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
4 |
| Numeric Investors Llc |
4 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
4 |
| Northwest & Ethical Investments L.P. |
4 |
| Camarda Financial Advisors, LLC |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| Estabrook Capital Management |
4 |
| Hudock, Inc. |
4 |
| BOK Financial Private Wealth, Inc. |
4 |
| Baltimore-Washington Financial Advisors, Inc. |
4 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
4 |
| Quinn Opportunity Partners LLC |
4 |
| Fourth Dimension Wealth, LLC |
4 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
4 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class |
4 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
4 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
4 |
| Hartford Investment Management Co |
4 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
4 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
4 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
4 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
4 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
4 |
| RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A |
4 |
| First Eagle Investment Management, LLC |
4 |
| Tiverton Asset Management Llc |
4 |
| Seizert Capital Partners, Llc |
4 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
4 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
4 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
| Trust Co Of Vermont |
4 |
| Cromwell Holdings LLC |
4 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
4 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
4 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
4 |
| Highstreet Asset Management Inc. |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| Kestra Investment Management, LLC |
4 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
4 |
| Todd Asset Management Llc |
4 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
4 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
4 |
| Tarbox Family Office, Inc. |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
4 |
| Adirondack Trust Co |
4 |
| Ogorek Anthony Joseph /ny/ /adv |
4 |
| Intrust Bank Na |
4 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
4 |
| AHL Partners LLP |
4 |
| Standard Life Investments LTD |
4 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
4 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
4 |
| Decatur Capital Management, Inc. |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| RYDEX VARIABLE TRUST - Technology Fund Variable Annuity |
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 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| Columbia Partners L L C Investment Management |
4 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Herndon Capital Management Llc |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
4 |
| Avidian Wealth Solutions, LLC |
4 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
4 |
| BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
4 |
| Lloyds Banking Group plc |
4 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
4 |
| Vanguard Windsor Funds |
4 |
| GETCO Holding Company, LLC |
4 |
| XTH - SPDR SERIES TRUST - SPDR S&P Technology Hardware ETF |
4 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
4 |
| First Horizon Corp |
4 |
| WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A |
4 |
| Pimco Flexible Credit Income Fund |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| Agf Management Ltd |
4 |
| Twin Capital Management Inc |
4 |
| Vanguard Explorer Fund |
4 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
4 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
4 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| 1st Global Advisors, Inc. |
4 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
4 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
4 |
| TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A |
4 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
4 |
| Shinko Asset Management Co., Ltd. |
4 |
| Oppenheimer Etf Trust |
4 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
4 |
| Jackson Creek Investment Advisors LLC |
4 |
| Winch Advisory Services, LLC |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| Hexagon Capital Partners LLC |
4 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
4 |
| Kestra Advisory Services, LLC |
4 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
4 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
4 |
| Bluefin Capital Management, Llc |
4 |
| LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y |
4 |
| Leavell Investment Management, Inc. |
4 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
4 |
| Invictus RG Pte. Ltd. |
4 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
4 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
4 |
| ORG Wealth Partners, LLC |
4 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
4 |
| Shenkman Capital Management Inc |
4 |
| Private Ocean, LLC |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| Longfellow Investment Management Co Llc |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| Wolff Wiese Magana Llc |
4 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
4 |
| UniSuper Management Pty Ltd |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| Dynamic Advisor Solutions LLC |
4 |
| Malaga Cove Capital, LLC |
4 |
| Greenwood Capital Associates Llc |
4 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
4 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
4 |
| Trust Asset Management LLC |
4 |
| DAVENPORT & Co LLC |
4 |
| Tompkins Financial Corp |
4 |
| First Allied Asset Management, Inc. |
4 |
| MSS Series Trust - One Rock Fund |
4 |
| Invictus RG |
4 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
4 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
4 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
4 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
4 |
| Kentucky Retirement Systems Insurance Trust Fund |
4 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| Gts Securities Llc |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| Schechter Investment Advisors, LLC |
4 |
| Spirit Of America Management Corp/ny |
4 |
| ADVANCED SERIES TRUST - AST AB Global Bond Portfolio |
4 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
| Hemington Wealth Management |
4 |
| Wipfli Financial Advisors Llc, |
4 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
4 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
4 |
| Veriti Management LLC |
4 |
| Portolan Capital Management, LLC |
4 |
| Principia Wealth Advisory, LLC |
4 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
4 |
| Nemes Rush Group LLC |
4 |
| Vantage Consulting Group Inc |
4 |
| Alpha Paradigm Partners, LLC |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| Schonfeld Group Holdings LLC |
4 |
| Inspire Advisors, LLC |
4 |
| XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF |
4 |
| Lakeview Capital Partners, LLC |
4 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
4 |
| Bridgefront Capital, LLC |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| WHV Investments, Inc. |
4 |
| Fox Run Management, L.l.c. |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
4 |
| Knowledge Leaders Capital, LLC |
4 |
| Vontobel Holding Ltd. |
4 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
4 |
| Telemus Capital, Llc |
4 |
| Polar Capital Holdings Plc |
4 |
| Courier Capital Llc |
4 |
| Brandes Investment Partners, Lp |
4 |
| RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| Concord Wealth Partners |
4 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
4 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
| Interchange Capital Partners, LLC |
4 |
| Romano Brothers And Company |
4 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
4 |
| Fort Washington Investment Advisors Inc /oh/ |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
4 |
| Cleararc Capital Inc |
4 |
| Girard Partners Ltd. |
4 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
4 |
| Tradition Wealth Management, LLC |
4 |
| Alpha DNA Investment Management LLC |
4 |
| Perkins Coie Trust Co |
4 |
| Investment Management Corp of Ontario |
4 |
| Artisan Partners Limited Partnership |
4 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| Amerivest Investment Management LLC |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| SkyView Investment Advisors, LLC |
4 |
| ORG Partners LLC |
4 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
4 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
4 |
| Exxonmobil Investment Management Inc /tx |
4 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
4 |
| Childress Capital Advisors, Llc |
4 |
| Baystate Wealth Management LLC |
4 |
| Edge Wealth Management LLC |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
4 |
| Grace Capital |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
4 |
| Daiwa SB Investments Ltd. |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
4 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
4 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
4 |
| Capitolis Advisors LLC |
4 |
| Harbour Investments, Inc. |
4 |
| HFM Investment Advisors, LLC |
4 |
| Cupps Capital Management, LLC |
4 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
4 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
4 |
| Optiver Holding B.V. |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| Employees Retirement System of Texas |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| Geneos Wealth Management Inc. |
4 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| Congress Asset Management Co /ma |
4 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
4 |
| Avanza Fonder AB |
4 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
4 |
| Beck Bode, LLC |
4 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
4 |
| Pacitti Group Inc. |
4 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
4 |
| Detwiler Fenton Investment Management LLC |
4 |
| Advance Capital I Inc |
4 |
| Avion Wealth |
4 |
| Stonehage Fleming (uk) Ltd |
4 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
4 |
| Siemens Fonds Invest GmbH |
4 |
| GeoWealth Management, LLC |
4 |
| Saudi Central Bank |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Golden State Wealth Management, LLC |
4 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
4 |
| IMC-Chicago, LLC |
4 |
| Heritage Wealth Management, Llc |
4 |
| TrimTabs Asset Management, LLC |
4 |
| Rakuten Investment Management, Inc. |
4 |
| La Banque Postale Asset Management SA |
4 |
| Prestige Wealth Management Group LLC |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Counterpoint Mutual Funds LLC |
4 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
4 |
| Dark Forest Capital Management Lp |
4 |
| Machina Capital S.a.s. |
4 |
| Nebula Research & Development LLC |
4 |
| Accurate Wealth Management, LLC |
4 |
| Treasurer of the State of North Carolina |
4 |
| Signet Financial Management, Llc |
4 |
| Old National Bancorp /in/ |
4 |
| Brandywine Oak Private Wealth Llc |
4 |
| Nuveen, LLC |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| Columbia Seligman Premium Technology Growth Fund, Inc. |
4 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
4 |
| Schooner Investment Group, LLC. |
4 |
| Platinum Management (NY) LLC |
4 |
| Voya Financial Advisors, Inc. |
4 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| Atom Investors LP |
4 |
| TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF |
4 |
| Jabre Capital Partners S.A. |
4 |
| Balentine LLC |
4 |
| Quantinno Capital Management LP |
4 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
4 |
| ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
4 |
| FourThought Financial, LLC |
4 |
| Ossiam |
4 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
4 |
| Sirios Capital Management L P |
4 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
4 |
| Alera Investment Advisors, LLC |
4 |
| Zions Bancorporation, National Association /ut/ |
4 |
| Bay Harbor Wealth Management, LLC |
4 |
| Institutional & Family Asset Management, Llc |
4 |
| Sierra Ocean, Llc |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| Weld Capital Management Llc |
4 |
| Vinva Investment Management Ltd |
4 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
4 |
| Innealta Capital, Llc |
4 |
| 361 Capital Llc |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| Jag Capital Management, Llc |
4 |
| Logan Capital Management Inc |
4 |
| Zions Bancorporation, N.A. |
4 |
| Apollon Wealth Management, LLC |
4 |
| PFG Investments, LLC |
4 |
| Duality Advisers, Lp |
4 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
| Blueshift Asset Management, LLC |
4 |
| Aptus Capital Advisors, LLC |
4 |
| ASR Vermogensbeheer N.V. |
4 |
| Riverview Trust Co |
4 |
| Bell Investment Advisors, Inc |
4 |
| Alphacrest Capital Management Llc |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
4 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
4 |
| FinTrust Capital Advisors, LLC |
4 |
| Pearl River Capital, LLC |
4 |
| ACG Wealth |
4 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
4 |
| Lindbrook Capital, Llc |
4 |
| Polaris Wealth Advisory Group, LLC |
4 |
| Focused Wealth Management, Inc |
4 |
| Cary Street Partner Investment Advisory Llc |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| Allred Capital Management, LLC |
4 |
| One Capital Management, LLC |
4 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
4 |
| Weiss Asset Management LP |
4 |
| Boussard & Gavaudan Investment Management LLP |
4 |
| Allspring Global Investments Holdings, LLC |
4 |
| Quantamental Technologies LLC |
4 |
| Ellevest, Inc. |
4 |
| RFG Advisory, LLC |
4 |
| Tredje AP-fonden |
4 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
4 |
| Lavaca Capital Llc |
4 |
| Dfpg Investments, Llc |
4 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
4 |
| Parkworth Wealth Management, Inc. |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
4 |
| Norinchukin Bank, The |
4 |
| Wakefield Asset Management LLLP |
4 |
| Maxi Investments CY Ltd |
4 |
| Ajo, Lp |
4 |
| PEAK6 Investments LLC |
4 |
| Schubert & Co |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
4 |
| Nuveen Diversified Dividend & Income Fund |
4 |
| Truvestments Capital Llc |
4 |
| Capital Performance Advisors Llp |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
4 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
4 |
| Worldquant Millennium Advisors Llc |
4 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF |
4 |
| Capula Management Ltd |
4 |
| SpiderRock Trading LLC |
4 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| American National Insurance Co /tx/ |
4 |
| Great Lakes Advisors, Llc |
4 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
4 |
| Gruber & Mcbaine Capital Management Llc |
4 |
| Minichmacgregor Wealth Management, Llc |
4 |
| Mount Yale Investment Advisors, LLC |
4 |
| Shapiro Robert N |
4 |
| Weiss Strategic Interval Fund |
4 |
| Sofos Investments, Inc. |
4 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
4 |
| Systematic Financial Management Lp |
4 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
4 |
| Integrated Wealth Concepts LLC |
4 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
4 |
| Callan Family Office, LLC |
4 |
| Change Path, LLC |
4 |
| Hughes Financial Services, LLC |
4 |
| Yousif Capital Management, Llc |
4 |
| Elo Mutual Pension Insurance Co |
4 |
| Castleview Partners, Llc |
4 |
| Argent Trust Co |
4 |
| Portman Square Capital LLP |
4 |
| Versant Capital Management, Inc |
4 |
| Emerald Investment Partners, Llc |
4 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
4 |
| Arrow Financial Corp |
4 |
| McIlrath & Eck, LLC |
4 |
| Contrarius Investment Management Ltd |
4 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
4 |
| Montag A & Associates Inc |
4 |
| Steward Financial Group LLC |
4 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
4 |
| Capital Investment Counsel, Inc |
4 |
| Nvwm, Llc |
4 |
| EverSource Wealth Advisors, LLC |
4 |
| Creative Financial Designs Inc /adv |
4 |
| LS Investment Advisors, LLC |
4 |
| Private Capital Group, LLC |
4 |
| Point72 Middle East FZE |
4 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
4 |
| Dreman Value Management, L L C |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| GraniteShares Advisors LLC |
4 |
| Virtue Capital Management, LLC |
4 |
| Diametric Capital, LP |
4 |
| Peapack Gladstone Financial Corp |
4 |
| Cassady Schiller Wealth Management, LLC |
4 |
| Comerica Securities Inc |
4 |
| Summit Trail Advisors, Llc |
4 |
| Dubuque Bank & Trust Co |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
4 |
| Blackrock Core Bond Trust |
4 |
| Stanley-Laman Group, Ltd. |
4 |
| Karp Capital Management Corp |
4 |
| Lake Street Advisors Group, Llc |
4 |
| CWM Advisors, LLC |
4 |
| New England Securities Corp /MA/ |
4 |
| Nissay Asset Management Corp /japan/ /adv |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| Holocene Advisors, LP |
4 |
| Dai-ichi Life Holdings, Inc. |
4 |
| Allianzgi Convertible & Income 2024 Target Term Fund |
4 |
| Lsv Asset Management |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
| Lingohr & Partner Asset Management GmbH |
4 |
| Partnervest Advisory Services LLC |
4 |
| Merit Financial Group, LLC |
4 |
| FDO Partners, LLC |
4 |
| Buckingham Strategic Partners |
4 |
| CoreCap Advisors, LLC |
4 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
4 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
4 |
| Larson Financial Group LLC |
4 |
| Granahan Investment Management Inc/ma |
4 |
| True Wealth Design, LLC |
4 |
| 180 Wealth Advisors, Llc |
4 |
| Ckw Financial Group |
4 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
4 |
| Breakline Capital Llc |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| Carillon Tower Advisers, Inc. |
4 |
| Redwood Investment Management, Llc |
4 |
| SJS Investment Consulting Inc. |
4 |
| Wellesley Asset Management |
4 |
| PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
4 |
| Amica Retiree Medical Trust |
4 |
| Crewe Advisors LLC |
4 |
| Capital One, National Association |
4 |
| Metis Global Partners, LLC |
4 |
| Trustcore Financial Services, Llc |
4 |
| Amica Pension Fund Board Of Trustees |
4 |
| Rs Investment Management Co Llc |
4 |
| Centaurus Financial, Inc. |
4 |
| Snowden Capital Advisors LLC |
4 |
| Tibra Equities Europe Ltd |
4 |
| Gideon Capital Advisors, Inc. |
4 |
| Forsta Ap-fonden |
4 |
| Archford Capital Strategies, LLC |
4 |
| Generali Asset Management SPA SGR |
4 |
| CenterStar Asset Management, LLC |
4 |
| Claraphi Advisory Network, LLC |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
| Absolute Return Capital, LLC |
4 |
| Mbb Public Markets I Llc |
4 |
| Elliott Management Corporation |
4 |
| New York Life Trust Co |
4 |
| Ledyard National Bank |
4 |
| Corton Capital Inc. |
4 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
4 |
| Aquatic Capital Management LLC |
4 |
| QUANTRES ASSET MANAGEMENT Ltd |
4 |
| Elequin Capital Lp |
4 |
| North Capital, Inc. |
4 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
4 |
| Wilbanks Smith & Thomas Asset Management Llc |
4 |
| HB Wealth Management, LLC |
4 |
| Cognios Capital, LLC |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
| Raleigh Capital Management Inc. |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
4 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
4 |
| Forum Financial Management, LP |
4 |
| Koshinski Asset Management, Inc. |
4 |
| Euclid Advisors LLC |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
| CI Private Wealth, LLC |
4 |
| FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF |
4 |
| Rise Advisors, LLC |
4 |
| Klp Kapitalforvaltning As |
4 |
| Virtus Investment Advisers, Inc. |
4 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
4 |
| Quent Capital, LLC |
4 |
| Xponance, Inc. |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
4 |
| Meeder Advisory Services, Inc. |
4 |
| Resona Asset Management Co.,Ltd. |
4 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
4 |
| Readystate Asset Management Lp |
4 |
| Hantz Financial Services, Inc. |
4 |
| City State Bank |
4 |
| Migdal Insurance & Financial Holdings Ltd. |
4 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
4 |
| Strengthening Families & Communities, LLC |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
4 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
4 |
| Householder Group Estate & Retirement Specialist, LLC |
4 |
| HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F |
4 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
4 |
| Stanford Investment Group, Inc. |
4 |
| Kepos Capital LP |
4 |
| Xact Kapitalforvaltning AB |
4 |
| Crestline Management, LP |
4 |
| Oakworth Capital, Inc. |
4 |
| Etf Managers Group, Llc |
4 |
| Wilmington Funds Management Corp |
4 |
| Hatteras Alternative Mutual Funds, LLC |
4 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
4 |
| West Tower Group, LLC |
4 |
| Mosaic Family Wealth, LLC |
4 |
| Venturi Wealth Management, LLC |
4 |
| Radnor Capital Management, LLC |
4 |
| Headlands Technologies LLC |
4 |
| AlphaOne Investment Services, LLC |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
| Harbour Capital Advisors, LLC |
4 |
| LGT Group Foundation |
4 |
| I.g. Investment Management, Ltd. |
4 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
4 |
| Tcwp Llc |
4 |
| Amalgamated Financial Corp. |
4 |
| Versor Investments LP |
4 |
| Elkfork Partners LLC |
4 |
| Teza Capital Management LLC |
4 |
| Inceptionr Llc |
4 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| JJJ Advisors Inc. |
4 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
4 |
| Harvest Fund Management Co., Ltd |
4 |
| Societe Generale |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| Maven Securities LTD |
4 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
4 |
| Park Avenue Institutional Advisers LLC |
4 |
| Man Investments Ltd |
4 |
| AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF |
4 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
4 |
| Empowered Funds, LLC |
4 |
| Adviser Investments LLC |
4 |
| SRS Capital Advisors, Inc. |
4 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
4 |
| Park Place Capital Corp |
4 |
| GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
| Zions Bancorporation |
4 |
| Lee Financial Co |
4 |
| Northwestern Mutual Investment Management Company, Llc |
4 |
| Echo Street Capital Management LLC |
4 |
| Icc Capital Management Inc/ |
4 |
| Winton Diversified Opportunities Fund |
4 |
| Concentric Capital Strategies, LP |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| Susquehanna Fundamental Investments, Llc |
4 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
4 |
| ISAM Funds (UK) Ltd |
4 |
| Dai-Ichi Life Insurance Company, Ltd |
4 |
| IHT Wealth Management, LLC |
4 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Putnam Premier Income Trust |
4 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
4 |
| Counsel Portfolio Services Inc. |
4 |
| Wells Fargo Global Dividend Opportunity Fund |
4 |
| Glen Harbor Capital Management LLC |
4 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
4 |
| Quarry LP |
4 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
4 |
| Meadow Creek Investment Management LLC |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| black-and-white Capital LP |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| Integrated Investment Consultants, LLC |
4 |
| Cigna Investments Inc /new |
4 |
| Summit Global Investments |
4 |
| Colony Group Llc |
4 |
| Fortis Advisors, LLC |
4 |
| Advantage Investment Management, Llc |
4 |
| Blackrock Multi-sector Income Trust |
4 |
| Assenagon Asset Management S.A. |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| Patriot Financial Group Insurance Agency, LLC |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| Acuity Investment Management Inc |
4 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
4 |
| Sterling Investment Advisors, Ltd. |
4 |
| Orbitronix, LP |
4 |
| Fiera Capital Corp |
4 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
4 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
4 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
4 |
| Axq Capital, Lp |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| Lido Advisors, LLC |
4 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
4 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
4 |
| 1620 Investment Advisors, Inc. |
4 |
| Placemark Investments, Inc. |
4 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
4 |
| U S Global Investors Inc |
4 |
| Flagship Harbor Advisors, Llc |
4 |
| Lansforsakringar Fondforvaltning AB (publ) |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
| Van Eck Associates Corp |
4 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
4 |
| Atlantic Trust, LLC |
4 |
| Spot Trading L.l.c. |
4 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
4 |
| PartnerRe Asset Management CORP |
4 |
| Jpmorgan Trust Iii |
4 |
| BDO Wealth Advisors, LLC |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Qsemble Capital Management, LP |
4 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
4 |
| Fidelis Capital Partners, LLC |
4 |
| Intech Investment Management Llc |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
4 |
| Convergence Investment Partners, LLC |
4 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
4 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
4 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
4 |
| Colonial Trust Advisors |
4 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| Tfs Capital Llc |
4 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
4 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
4 |
| Vantage Investment Advisors, LLC |
4 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
4 |
| Quest Partners LLC |
4 |
| Private Wealth Management Group, LLC |
4 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
4 |
| Clear Investment Research, Llc |
4 |
| Sachetta, LLC |
4 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
4 |
| Sphinx Trading, Lp |
4 |
| Guardian Investor Services Llc |
4 |
| Resources Investment Advisors, LLC. |
4 |
| General Motors Investment Management Corp |
4 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
4 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| Qci Asset Management Inc/ny |
4 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
4 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
4 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
4 |
| SECOR Capital Advisors, LP |
4 |
| Heritage Wealth Advisors |
4 |
| Reliance Trust Co Of Delaware |
4 |
| Hennessy Advisors Inc |
4 |
| Strategy Asset Managers Llc |
4 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
4 |
| Regentatlantic Capital Llc |
4 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
4 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
4 |
| Pentwater Capital Management LP |
4 |
| IYW - iSHARES TRUST - iShares U.S. Technology ETF |
4 |
| Connective Capital Management, LLC |
4 |
| Bogart Wealth, LLC |
4 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
4 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
4 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
4 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
4 |
| Goelzer Investment Management, Inc. |
4 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
| Donoghue Forlines LLC |
4 |
| Frazier Financial Advisors, LLC |
4 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
| Evercore Wealth Management, LLC |
4 |
| Skopos Labs, Inc. |
4 |
| Intact Investment Management Inc. |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF |
4 |
| PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
4 |
| Smartleaf Asset Management LLC |
4 |
| Valeo Financial Advisors, LLC |
4 |
| Pinkerton Retirement Specialists, LLC |
4 |
| TEPIX - Profunds - Technology Ultrasector Profund Investor Class |
4 |
| Guyasuta Investment Advisors Inc |
4 |
| Thompson Siegel & Walmsley Llc |
4 |
| Standard Life Aberdeen plc |
4 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
4 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
4 |
| Glynn Capital Management Llc |
4 |
| Scout Investments, Inc. |
4 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
4 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
4 |
| Belpointe Asset Management LLC |
4 |
| Harbor Investment Advisory, Llc |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
4 |
| FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A |
4 |
| Eaton Vance Short Duration Diversified Income Fund |
4 |
| Atwood & Palmer Inc |
4 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
| Dinsmore Capital Management Co/nj |
4 |
| Stephens Consulting, LLC |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| Nuveen Global High Income Fund |
4 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
4 |
| Northpointe Capital Llc |
4 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
4 |
| Central Bank & Trust Co |
4 |
| Shell Asset Management Co |
4 |
| Edmond De Rothschild (suisse) S.a. |
4 |
| Texas Yale Capital Corp. |
4 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
4 |
| PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) |
4 |
| Exchange Traded Concepts, Llc |
4 |
| CSat Investment Advisory, L.P. |
4 |
| Telemetry Investments, L.L.C. |
4 |
| Bare Financial Services, Inc |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Susquehanna Portfolio Strategies, LLC |
4 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
4 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
4 |
| JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF |
4 |
| Wedge Capital Management L L P/nc |
4 |
| Glenmede Investment Management, LP |
4 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
4 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
| Unique Wealth Strategies, LLC |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
4 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
4 |
| Horizon Investments, LLC |
4 |
| MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y |
4 |
| SG3 Management, LLC |
4 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
4 |
| Honeywell International Inc |
4 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
4 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
4 |
| Miller Howard Investments Inc /ny |
4 |
| GAMMA Investing LLC |
4 |
| HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
4 |
| Mizuho Asset Management Co.,Ltd. |
4 |
| Wetzel Investment Advisors, Inc. |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| Colony Group, LLC |
4 |
| Trust Co Of Toledo Na /oh/ |
4 |
| Rakuten Securities, Inc. |
4 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
4 |
| Geduld E E |
4 |
| Aspect Partners, LLC |
4 |
| Cookson Peirce & Co Inc |
4 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
4 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
4 |
| FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio |
4 |
| Perpetual Ltd |
4 |
| GHP Investment Advisors, Inc. |
4 |
| Entropy Technologies, LP |
4 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
4 |
| Beech Hill Advisors, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
4 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
4 |
| Wright Investors Service Inc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
4 |
| Price Wealth Management, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
4 |
| APG Asset Management US Inc. |
4 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
4 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
4 |
| EAM Investors, LLC |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| Hoxton Financial, Inc. |
4 |
| nVerses Capital, LLC |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| Commonwealth Equity Services, Inc |
4 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
4 |
| Income Research & Management |
4 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
4 |
| Greenleaf Trust |
4 |
| Ballentine Partners, LLC |
4 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
4 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
4 |
| Woodmont Investment Counsel Llc |
4 |
| Hl Financial Services Llc |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| PGGM Investments |
4 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
4 |
| Transamerica Financial Advisors, Inc. |
4 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
4 |
| Boston Private Bank & Trust Co |
4 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
| City National Bank |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
4 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
4 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
4 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
4 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
4 |
| Independent Portfolio Consultants, Inc. |
4 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
4 |
| WestEnd Advisors, LLC |
4 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
4 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
4 |
| Jaffetilchin Investment Partners, LLC |
4 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
4 |
| Advisor Partners Llc |
4 |
| Advisors Capital Management, LLC |
4 |
| RMB Capital Management, LLC |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
4 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
4 |
| Frontier Wealth Management LLC |
4 |
| Gilder Gagnon Howe & Co Llc |
4 |
| Silverback Asset Management Llc |
4 |
| Capital Investment Advisors, LLC |
4 |
| American Capital Advisory, LLC |
4 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
4 |
| RHJ International SA |
4 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
4 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
4 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
| Mv Capital Management, Inc. |
4 |
| VCSTX - VALIC Co I - Science & Technology Fund |
4 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
4 |
| Profunds - Profund Vp Technology |
4 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
| Maple Securities Usa Inc |
4 |
| Meiji Yasuda Life Insurance Co |
4 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| IMA Wealth, Inc. |
4 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| Endurance Wealth Management, Inc. |
4 |
| New York Life Investment Management Llc |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| Janus Capital Management Llc |
4 |
| Capital World Investors |
4 |
| Dorsey Wright & Associates |
4 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
4 |
| Amica Mutual Insurance Co |
4 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
4 |
| Concurrent Investment Advisors, LLC |
4 |
| Invesco High Income Trust Ii |
4 |
| ROM - PROSHARES TRUST - ProShares Ultra Technology |
4 |
| Baader Bank INC |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| Index Management Solutions, LLC |
4 |
| Range Financial Group LLC |
4 |
| Schafer Cullen Capital Management Inc |
4 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
4 |
| Bahl & Gaynor Inc |
4 |
| Indices-Pac Research Corp. |
4 |
| Blackstone / Gso Senior Floating Rate Term Fund |
4 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
4 |
| Capital Research Global Investors |
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 |
| Rothschild Investment Corp /il |
4 |
| Balboa Wealth Partners |
4 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
4 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
4 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
4 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
4 |
| CHURCHILL MANAGEMENT Corp |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 |
4 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
4 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
4 |
| Swedbank AB |
4 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
4 |
| Yorktown Management & Research Co Inc |
4 |
| Anchor Investment Management, LLC |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| QS Investors, LLC |
4 |
| Braun Stacey Associates Inc |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| D'Orazio & Associates, Inc. |
4 |
| John Hancock Funds II - Science & Technology Fund Class NAV |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| Cornerstone Advisors, Inc. |
4 |
| Abn Amro Investment Solutions |
4 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| Ohio National Investments, Inc. |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| Pictet Asset Management Holding SA |
4 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
4 |
| CenterStar Fund, LLC |
4 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| Wealthcare Capital Management Llc |
4 |
| Peak6 Llc |
4 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
4 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
4 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
3 |
| Ibex Investors LLC |
3 |
| Okumus Fund Management Ltd. |
3 |
| Perkins Capital Management Inc |
3 |
| VIEX Capital Advisors, LLC |
3 |
| B. Riley Financial, Inc. |
3 |
| Tourbillon Capital Partners, L.P. |
3 |
| Glenview Capital Management, Llc |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| BKD Wealth Advisors, LLC |
3 |
| General Electric Co |
3 |
| Highland Capital Management Lp |
3 |
| Wasatch Advisors Inc |
3 |
| Kingdom Ridge Capital, LLC |
3 |
| Psagot Investment House Ltd. |
3 |
| Silvercrest Asset Management Group Llc |
3 |
| Earnest Partners Llc |
3 |
| Amici Capital, LLC |
3 |
| Viking Global Investors Lp |
3 |
| Westerly Capital Management, Llc |
3 |
| Harvey Partners, LLC |
3 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
3 |
| Discovery Capital Management, Llc / Ct |
3 |
| Passport Capital, LLC |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| PointState Capital LP |
3 |
| Shepherd Kaplan Krochuk, Llc |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Coatue Management Llc |
3 |
| Crosslink Capital Inc |
3 |
| Angelo Gordon & Co., L.p. |
3 |
| Dodge & Cox |
3 |
| Senvest Management, LLC |
3 |
| Kennedy Capital Management, Inc. |
3 |
| Nwq Investment Management Company, Llc |
3 |
| Paradigm Capital Management Inc/ny |
3 |
| West Family Investments, Inc. |
3 |
| Marathon Capital Management |
3 |
| Daruma Capital Management Llc |
3 |
| Masters Capital Management Llc |
3 |
| Eventide Asset Management, Llc |
3 |
| M Holdings Securities, Inc. |
3 |
| Traynor Capital Management, Inc. |
3 |
| Albion Financial Group /ut |
3 |
| Ccm Investment Advisers Llc |
3 |
| Bowen Hanes & Co Inc |
3 |
| Castleark Management Llc |
3 |
| True Bearing Asset Management LP |
3 |
| Disciplined Growth Investors Inc /mn |
3 |
| Segall Bryant & Hamill, Llc |
3 |
| Appaloosa Management Lp |
3 |
| Bainco International Investors |
3 |
| Raiff Partners Inc |
3 |
| M&r Capital Management Inc |
3 |
| Icon Advisers Inc/co |
3 |
| Mazama Capital Management Inc |
3 |
| Marco Investment Management Llc |
3 |
| Argent Capital Management Llc |
3 |
| Monetary Management Group Inc |
3 |
| Broadview Advisors Llc |
3 |
| Frontier Investment Mgmt Co |
3 |
| S Squared Technology, LLC |
3 |
| Pacific Alternative Asset Management Company, Llc |
3 |
| Hanson & Doremus Investment Management |
3 |
| Lenox Wealth Management, Inc. |
3 |
| P Schoenfeld Asset Management Lp |
3 |
| First Niagara Bank |
3 |
| Cypress Funds Llc |
3 |
| Board of Trustees of The Leland Stanford Junior University |
3 |
| Cowen Prime Services LLC |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| Brave Asset Management Inc |
3 |
| Philadelphia Trust Co |
3 |
| Afam Capital, Inc. |
3 |
| Cornercap Investment Counsel Inc |
3 |
| Sigma Investment Counselors Inc |
3 |
| Sentinel Trust Co Lba |
3 |
| Geller Advisors LLC |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| AMG National Trust Bank |
3 |
| GFS Advisors, LLC |
3 |
| Investors Capital Advisory Services |
3 |
| Aspiriant, Llc |
3 |
| Pzena Investment Management Llc |
3 |
| Iridian Asset Management Llc/ct |
3 |
| Palouse Capital Management, Inc. |
3 |
| Boys Arnold & Co Inc |
3 |
| Bell Bank |
3 |
| Boston Family Office Llc |
3 |
| Clark Estates Inc/ny |
3 |
| Tealwood Asset Management Inc |
3 |
| Geneva Advisors, LLC |
3 |
| SPC Financial, Inc. |
3 |
| Busey Wealth Management |
3 |
| WMS Partners, LLC |
3 |
| Advisory Alpha, LLC |
3 |
| Formidable Asset Management, LLC |
3 |
| Pictet & Cie (Europe) SA |
3 |
| Proffitt & Goodson Inc |
3 |
| Leisure Capital Management |
3 |
| Sheets Smith Wealth Management |
3 |
| Pinnacle Financial Partners Inc |
3 |
| Patten Group, Inc. |
3 |
| C M Bidwell & Associates Ltd |
3 |
| Beacon Capital Management, Inc. |
3 |
| Westwood Holdings Group Inc |
3 |
| Perkins Investment Management, LLC |
3 |
| Gerstein Fisher |
3 |
| First Foundation Advisors |
3 |
| Thomas White International Ltd |
3 |
| Guardian Capital Lp |
3 |
| Epoch Investment Partners, Inc. |
3 |
| Castle Creek Arbitrage, LLC |
3 |
| Santa Fe Partners LLC |
3 |
| Vertex One Asset Management Inc. |
3 |
| Taconic Capital Advisors LP |
3 |
| Choate Investment Advisors |
3 |
| Reynolds Capital Management Llc |
3 |
| Phocas Financial Corp. |
3 |
| Shaker Investments Llc/oh |
3 |
| Headinvest, Llc |
3 |
| GV Financial Advisors |
3 |
| IPG Investment Advisors LLC |
3 |
| Mork Capital Management, LLC |
3 |
| Edmond De Rothschild Asset Management (france) |
3 |
| Delphi Management Inc /ma/ |
3 |
| Kings Point Capital Management |
3 |
| VSR Financial Services, Inc. |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| Supplemental Annuity Collective Trust of NJ |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| Columbus Circle Investors |
3 |
| Linscomb & Williams, Inc. |
3 |
| Ashfield Capital Partners, LLC |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| PARUS FINANCE (UK) Ltd |
3 |
| Pointe Capital Management LLC |
3 |
| BRC Investment Management LLC |
3 |
| Parametrica Management Ltd |
3 |
| BTC Capital Management, Inc. |
3 |
| Sii Investments Inc/wi |
3 |
| Investment Centers Of America Inc |
3 |
| North Star Asset Management Inc |
3 |
| Pillar Pacific Capital Management Llc |
3 |
| Northwest Investment Counselors, Llc |
3 |
| Argentus Capital Management, LLC |
3 |
| Nelson Capital Management, LLC |
3 |
| Carnick & Kubik, LLC |
3 |
| Friedenthal Financial |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Shufro Rose & Co Llc |
3 |
| Hallmark Capital Management Inc |
3 |
| Hermes Investment Management Ltd |
3 |
| Eads & Heald Wealth Management |
3 |
| Point View Wealth Management, Inc. |
3 |
| Palladium Partners Llc |
3 |
| Osborn Rohs Williams & Donohoe Ltd |
3 |
| Athena Capital Advisors Llc |
3 |
| Tiedemann Advisors, Llc |
3 |
| Naples Global Advisors, Llc |
3 |
| Joel Isaacson & Co., LLC |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Thompson Investment Management, Inc. |
3 |
| MU Investments Co., Ltd. |
3 |
| Cutler Capital Management, LLC |
3 |
| Ikos Cif Ltd |
3 |
| Community Financial Services Group, LLC |
3 |
| Hamilton Lane Advisors Llc |
3 |
| St Germain D J Co Inc |
3 |
| Coastline Trust Co |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| Barometer Capital Management Inc. |
3 |
| Estate Counselors, LLC |
3 |
| Corbenic Partners LLC |
3 |
| Field & Main Bank |
3 |
| Capital Management Associates /ny/ |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Putnam Fl Investment Management Co |
3 |
| Factory Mutual Insurance Co |
3 |
| Duncker Streett & Co Inc |
3 |
| Carl Domino Inc |
3 |
| Visionary Asset Management, Inc. |
3 |
| Personal Capital Advisors Corp |
3 |
| Natixis Investment Managers International |
3 |
| Needham Investment Management Llc |
3 |
| Avalon Advisors, Llc |
3 |
| Capital Impact Advisors, LLC |
3 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
| Clark Capital Management Group, Inc. |
3 |
| Cim Investment Mangement Inc |
3 |
| ProVise Management Group, LLC |
3 |
| Jasper Ridge Partners, L.P. |
3 |
| NorthCoast Asset Management LLC |
3 |
| CI Global Investments Inc. |
3 |
| Bienville Capital Management, LLC |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| McKinley Carter Wealth Services, Inc. |
3 |
| Newfound Research LLC |
3 |
| Nippon Life Insurance Co |
3 |
| AlphaMark Advisors, LLC |
3 |
| Hartford Financial Management Inc. |
3 |
| FormulaFolio Investments, LLC |
3 |
| Blue Bell Private Wealth Management, Llc |
3 |
| Foundry Partners, LLC |
3 |
| City Holding Co |
3 |
| Delta Asset Management Llc/tn |
3 |
| Alpha Windward Llc |
3 |
| Sageworth Trust Co |
3 |
| Regent Investment Management LLC |
3 |
| First Financial Corp /in/ |
3 |
| Webster Bank, N. A. |
3 |
| Wade G W & Inc |
3 |
| Banced Corp |
3 |
| Swarthmore Group Inc |
3 |
| New England Research & Management, Inc. |
3 |
| Wunderlich Securities, Inc. |
3 |
| CHICAGO TRUST Co NA |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| Hilton Capital Management, LLC |
3 |
| Fulton Bank, N.a. |
3 |
| Centre Asset Management, LLC |
3 |
| Beacon Financial Group |
3 |
| Toth Financial Advisory Corp |
3 |
| Crow Point Partners, LLC |
3 |
| J. Goldman & Co LP |
3 |
| Monashee Investment Management LLC |
3 |
| Kassirer Asset Management Corp |
3 |
| Tobam |
3 |
| Sensato Investors LLC |
3 |
| Gyroscope Capital Management Group, Llc |
3 |
| Sigma Capital Management Llc |
3 |
| Leuthold Group, Llc |
3 |
| Kcm Investment Advisors Llc |
3 |
| Brightfield Capital Management Llc |
3 |
| Homrich & Berg |
3 |
| Foster & Motley Inc |
3 |
| Origin Asset Management LLP |
3 |
| American National Registered Investment Advisor, Inc. |
3 |
| Buckingham Capital Management, Inc. |
3 |
| Alexandria Capital, LLC |
3 |
| Willingdon Wealth Management |
3 |
| Alpha Cubed Investments, LLC |
3 |
| Artemis Investment Management LLP |
3 |
| NINE MASTS CAPITAL Ltd |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| Swedbank |
3 |
| Verity & Verity, LLC |
3 |
| Horan Capital Advisors, LLC. |
3 |
| Ninety One UK Ltd |
3 |
| Ninety One North America, Inc. |
3 |
| S&co Inc |
3 |
| Bremer Trust National Association |
3 |
| Alethea Capital Management, Llc |
3 |
| John G Ullman & Associates Inc |
3 |
| Peoples Financial Services Corp. |
3 |
| Summit Financial Wealth Advisors, LLC |
3 |
| Trust Co |
3 |
| Heritage Investors Management Corp |
3 |
| Berkshire Asset Management Llc/pa |
3 |
| Cornerstone Investment Partners, LLC |
3 |
| Atalanta Sosnoff Capital, Llc |
3 |
| James Investment Research Inc |
3 |
| Koch Industries Inc |
3 |
| Premier Asset Management Llc |
3 |
| Brick & Kyle, Associates |
3 |
| Zenit Asset Management AB |
3 |
| Alken Asset Management Ltd. |
3 |
| Firsthand Capital Management, Inc. |
3 |
| Odey Asset Management Group Ltd |
3 |
| Family Management Corp |
3 |
| Parametric Risk Advisors LLC |
3 |
| Andalusian Capital Partners, Lp |
3 |
| Sentinel Asset Management, Inc. |
3 |
| Fairfield, Bush & Co. |
3 |
| Saiers Capital, LLC |
3 |
| Lyons Wealth Management, LLC. |
3 |
| Peregrine Asset Advisers, Inc. |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Lanexa Management, Llc |
3 |
| Kepos Capital LP |
3 |
| Quadrature Capital LLP |
3 |
| Chemical Bank |
3 |
| Tuttle Tactical Management LLC |
3 |
| Smith, Salley & Associates |
3 |
| Affinity Investment Advisors, Llc |
3 |
| Spectrum Management Group, LLC |
3 |
| Strategic Global Advisors, LLC |
3 |
| Zebra Capital Management LLC |
3 |
| Wbi Investments, Inc. |
3 |
| Concert Wealth Management Inc. |
3 |
| USS Investment Management Ltd |
3 |
| Bedrijfstakpensioenfonds Voor De Media Pno |
3 |
| Affinity Wealth Management Llc |
3 |
| Vanguard Chester Funds |
3 |
| Dorsal Capital Management, LLC |
3 |
| Meitav Dash Investments Ltd |
3 |
| Foresters Investment Management Company, Inc. |
3 |
| Sanders Morris Harris Llc |
3 |
| WESPAC Advisors SoCal, LLC |
3 |
| Virginia Retirement System |
3 |
| Boston Trust Walden Corp |
3 |
| V Wealth Advisors LLC |
3 |
| Moisand Fitzgerald Tamayo, LLC |
3 |
| Lockheed Martin Investment Management Co |
3 |
| Granite Investment Partners, LLC |
3 |
| Tributary Capital Management, LLC |
3 |
| Bank Of The West |
3 |
| Renaissance Group Llc |
3 |
| Old Second National Bank Of Aurora |
3 |
| Raab & Moskowitz Asset Management LLC |
3 |
| Hilltop Park Associates LLC |
3 |
| Tradeworx Inc. |
3 |
| Clarius Group, LLC |
3 |
| Brevan Howard Capital Management LP |
3 |
| Vontobel Swiss Wealth Advisors AG |
3 |
| Spring Creek Capital Llc |
3 |
| Simmons Bank |
3 |
| Arete Wealth Advisors, LLC |
3 |
| NorthRock Partners, LLC |
3 |
| Rothschild Asset Management Inc |
3 |
| Pt Asset Management, Llc |
3 |
| Meru Capital Group, LP |
3 |
| Graticule Asia Macro Advisors LLC |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| Coe Capital Management, LLC |
3 |
| Advisors Preferred, LLC |
3 |
| Capital Asset Advisory Services LLC |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| Central Asset Investments & Management Holdings (HK) Ltd |
3 |
| Dynamic Capital Management Ltd |
3 |
| Cambria Investment Management, L.P. |
3 |
| Sterling Ridge Capital Management LP |
3 |
| Slate Path Capital LP |
3 |
| Virtus ETF Advisers LLC |
3 |
| TCTC Holdings, LLC |
3 |
| Centaur Capital Partners, L.P. |
3 |
| Tlp Group Llc |
3 |
| Silicon Valley Capital Partners |
3 |
| Bardin Hill Management Partners Lp |
3 |
| Highland Private Wealth Management |
3 |
| Northwestern Mutual Investment Services Llc |
3 |
| Hatteras Funds, LLC |
3 |
| Ruggie Capital Group |
3 |
| Duquesne Family Office LLC |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Light Street Capital Management, Llc |
3 |
| Harber Asset Management Llc |
3 |
| Vista Equity Partners Management, Llc |
3 |
| Contour Asset Management LLC |
3 |
| Maple Rock Capital Partners Inc. |
3 |
| Cna Financial Corp |
3 |
| Zweig Advisers Llc |
3 |
| Rampart Investment Management Company, LLC |
3 |
| Trustmark National Bank Trust Department |
3 |
| Lincoln National Corp |
3 |
| Nations Financial Group Inc, /ia/ /adv |
3 |
| Blue Rock Advisors, LLC |
3 |
| NatWest Group plc |
3 |
| Physicians Financial Services, Inc. |
3 |
| MIG Capital, LLC |
3 |
| Clearline Capital LP |
3 |
| Lebenthal Asset Management, LLC |
3 |
| ICONIQ Capital, LLC |
3 |
| Catapult Capital Management Llc |
3 |
| Andromeda Capital LLC |
3 |
| Railway Pension Investments Ltd |
3 |
| Mariner Wealth Advisors-NYC, LLC |
3 |
| Loeb Offshore Management LP |
3 |
| Kms Financial Services, Inc |
3 |
| Antonetti Capital Management LLC |
3 |
| Boussard & Gavaudan Asset Management LP |
3 |
| Cable Hill Partners, LLC |
3 |
| Alerus Financial Na |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| Yellowstone Partners, LLC |
3 |
| Bellwether Investment Group, LLC |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Wilmington Trust Investment Management, LLC |
3 |
| Arvest Trust Co N A |
3 |
| Stux Capital Management, LLC |
3 |
| Elite Wealth Management, Inc. |
3 |
| Ibex Wealth Advisors |
3 |
| Jacobi Capital Management LLC |
3 |
| Corient Capital Partners, LLC |
3 |
| StoneX Group Inc. |
3 |
| AustralianSuper Pty Ltd |
3 |
| First Bank & Trust |
3 |
| Simon Quick Advisors, Llc |
3 |
| Teton Westwood Funds |
3 |
| Mascoma Wealth Management LLC |
3 |
| AGF Investments LLC |
3 |
| Private Advisory Group LLC |
3 |
| Avantax Planning Partners, Inc. |
3 |
| McAdam, LLC |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| Mason Street Advisors, Llc |
3 |
| Financial Advisors Network, Inc. |
3 |
| Symmetry Partners, LLC |
3 |
| Cpwm, Llc |
3 |
| Meridian Wealth Management, LLC |
3 |
| Oribel Capital Management, LP |
3 |
| Empirical Finance, LLC |
3 |
| Total Investment Management Inc |
3 |
| Banco Santander, S.A. |
3 |
| Lucha Capital Management, LP |
3 |
| Worth Venture Partners, LLC |
3 |
| IFM Investors Pty Ltd |
3 |
| Ritholtz Wealth Management |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| YorkBridge Wealth Partners, LLC |
3 |
| Westside Investment Management, Inc. |
3 |
| Global Financial Private Capital, LLC |
3 |
| MARSHALL WACE ASIA Ltd |
3 |
| Clear Perspective Advisors, LLC |
3 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
3 |
| Pendal Group Ltd |
3 |
| Tiaa, Fsb |
3 |
| Ferris Capital, Llc |
3 |
| Bb&t Investment Services, Inc. |
3 |
| Capital Bank & Trust Co |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| American Financial Network Advisory Services Llc |
3 |
| Cerebellum GP, LLC |
3 |
| IFG Advisory, LLC |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| Front Row Advisors LLC |
3 |
| Kovack Advisors, Inc. |
3 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
3 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
3 |
| Wells Fargo Utilities & High Income Fund |
3 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A |
3 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| Voya Global Advantage & Premium Opportunity Fund |
3 |
| CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A |
3 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
3 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
3 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
3 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
3 |
| Nuveen Floating Rate Income Fund |
3 |
| Nuveen Floating Rate Income Opportunity Fund |
3 |
| Pimco Corporate & Income Opportunity Fund |
3 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
| SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF |
3 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
3 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
| ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
3 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
3 |
| Griffin Institutional Access Credit Fund |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
3 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
3 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| Eaton Vance Floating-rate 2022 Target Term Trust |
3 |
| Oppenheimer Variable Account Funds |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| Nuveen S&p 500 Buywrite Income Fund |
3 |
| Nuveen Tax Advantaged Total Return Strategy Fund |
3 |
| Waddell & Reed Advisors Funds |
3 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
3 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
3 |
| SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
3 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
3 |
| PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
3 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
3 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
3 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
3 |
| PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class |
3 |
| Pimco Dynamic Income Fund |
3 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
3 |
| PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class |
3 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
3 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Transamerica Partners Portfolios |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
3 |
| PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
3 |
| Transamerica Partners Funds Group |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| Us Global Investors Funds |
3 |
| Himco Variable Insurance Trust |
3 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
3 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
3 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
3 |
| BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund |
3 |
| Advantage Advisers Xanthus Fund, L.l.c. |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Cca Investments Trust |
3 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
3 |
| Deutsche Value Series, Inc |
3 |
| Global X Funds |
3 |
| THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
3 |
| Sentinel Variable Products Trust |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
| RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
3 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
3 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
3 |
| Blackrock Master Llc |
3 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
3 |
| Sentinel Group Funds Inc |
3 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
3 |
| Stone Ridge Trust Iii |
3 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
3 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
3 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
3 |
| Oppenheimer Quest For Value Funds |
3 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
3 |
| First Trust High Income Long/short Fund |
3 |
| Neuberger Berman High Yield Strategies Fund Inc. |
3 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
3 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
3 |
| LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
3 |
| Oppenheimer Global Multi-asset Income Fund |
3 |
| SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF |
3 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
3 |
| Oppenheimer Equity Income Fund |
3 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
3 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
3 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
3 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
3 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
3 |
| Clough Global Dividend & Income Fund |
3 |
| Clough Global Opportunities Fund |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
3 |
| Wells Fargo Multi-sector Income Fund |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class |
3 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
3 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
3 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
3 |
| Ridgeworth Funds |
3 |
| Vanguard Morgan Growth Fund |
3 |
| Franklin Ltd Duration Income Trust |
3 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
3 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
| Acap Strategic Fund |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
3 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
3 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| Ellsworth Growth & Income Fund Ltd |
3 |
| Ab Pooling Portfolios |
3 |
| Nuveen Flexible Investment Income Fund |
3 |
| Henderson Global Funds |
3 |
| Winton Series Trust |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| Squar Milner Financial Services Llc |
3 |
| Legacy Financial Advisors, Inc. |
3 |
| Gryphon Financial Partners LLC |
3 |
| Santori & Peters, Inc. |
3 |
| Kaizen Advisory, Llc |
3 |
| Financial Gravity Companies, Inc. |
3 |
| Icon Wealth Partners, LLC |
3 |
| Investors Research Corp |
3 |
| Delpha Capital Management, Llc |
3 |
| Melqart Asset Management (uk) Ltd |
3 |
| Providence Capital Advisors, LLC |
3 |
| MANA Advisors LLC |
3 |
| Athanor Capital, Lp |
3 |
| Sound Income Strategies, LLC |
3 |
| G&S Capital LLC |
3 |
| Financial Advocates Investment Management |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Avestar Capital, LLC |
3 |
| One Wealth Advisors, LLC |
3 |
| Acorn Wealth Advisors, LLC |
3 |
| Certified Advisory Corp |
3 |
| Marino, Stram & Associates Llc |
3 |
| Burleson & Company, LLC |
3 |
| Harvest Group Wealth Management, Llc |
3 |
| Main Management ETF Advisors, LLC |
3 |
| Atlas Capital Advisors Llc |
3 |
| Blackstone / Gso Floating Rate Enhanced Income Fund |
3 |
| Berkshire Capital Holdings Inc |
3 |
| CX Institutional |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| Kavar Capital Partners, LLC |
3 |
| AIA Group Ltd |
3 |
| Redhawk Wealth Advisors, Inc. |
3 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
3 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
| Delta Investment Management, LLC |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Inlet Private Wealth, LLC |
3 |
| Evolution Wealth Advisors, LLC |
3 |
| Mizuho Securities Usa Llc |
3 |
| Next Capital Management LLC |
3 |
| Gladstone Institutional Advisory LLC |
3 |
| Sepio Capital, LP |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Asahi Life Asset Management Co., Ltd. |
3 |
| PRW Wealth Management LLC |
3 |
| Semmax Financial Advisors Inc. |
3 |
| Nishkama Capital, LLC |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| Beirne Wealth Consulting Services, LLC |
3 |
| Pensionmark Financial Group, Llc |
3 |
| Wealthspire Advisors, LLC |
3 |
| DeepCurrents Investment Group LLC |
3 |
| Alpha Quant Advisors, Llc |
3 |
| Wealthfront Advisers Llc |
3 |
| Wealthbridge Capital Management, Llc |
3 |
| Aspire Private Capital, LLC |
3 |
| Human Investing LLC |
3 |
| Quest Capital Management Inc /adv |
3 |
| Voleon Capital Management Lp |
3 |
| Alight Capital Management LP |
3 |
| Tuscan Ridge Asset Management Llc |
3 |
| Executive Wealth Management, LLC |
3 |
| Princeton Global Asset Management LLC |
3 |
| Garrett Wealth Advisory Group, LLC |
3 |
| Liberty Wealth Management Llc |
3 |
| Kore Private Wealth LLC |
3 |
| Easterly Investment Partners Llc |
3 |
| Opseu Pension Plan Trust Fund |
3 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
3 |
| Comerica Securities,inc. |
3 |
| Gq Asset Management, Llc |
3 |
| Next Financial Holdings |
3 |
| Vestmark Advisory Solutions, Inc. |
3 |
| WealthStone, Inc. |
3 |
| Benjamin Edwards Inc |
3 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
3 |
| Arden Trust Co |
3 |
| III Capital Management |
3 |
| Patton Fund Management, Inc. |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| Guggenheim Equal Weight Enhanced Equity Income Fund |
3 |
| Rs Variable Products Trust |
3 |
| Whitebox Mutual Funds |
3 |
| Campbell Multi-strategy Trust |
3 |
| Hcim Trust |
3 |
| Principled Equity Market Fund |
3 |
| Personal Cfo Solutions, Llc |
3 |
| UMA Financial Services, Inc. |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
3 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
3 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
3 |
| DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A |
3 |
| DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
3 |
| Jnl Series Trust - Jnl/s&p Total Yield Fund (a) |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
3 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
3 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
3 |
| VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| Advanced Series Trust - Ast High Yield Portfolio |
3 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
3 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
3 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
3 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
3 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
3 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
3 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
3 |
| FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
| JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
3 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
3 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
3 |
| SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
3 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
3 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
3 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
3 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
3 |
| TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
3 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
3 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
3 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
3 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
| FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund |
3 |
| MML Series Investment Fund II - MML High Yield Fund Class II |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
3 |
| STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
3 |
| CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
3 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
3 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
3 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
3 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
3 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
3 |
| Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares |
3 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
3 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
3 |
| PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A |
3 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
3 |
| BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class |
3 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
3 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| IXN - iSHARES TRUST - iShares Global Tech ETF |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
3 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
3 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class |
3 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
3 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
3 |
| DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
3 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
| TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Information Technology Central Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
| IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
3 |
| YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) |
3 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
3 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
3 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
3 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
3 |
| Profunds - Profund Vp Large-cap Value |
3 |
| Profunds - Profund Vp Bull |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
3 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
3 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
3 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
3 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 |
3 |
| TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
3 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| ROGSX - Oak Associates Funds - Red Oak Technology Select Fund |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
3 |
| JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
3 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
3 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund |
3 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF |
3 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares |
3 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
3 |
| NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class |
3 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
3 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares |
3 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
3 |
| CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
3 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
3 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
3 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
3 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
| Savior LLC |
3 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
3 |
| SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| AIQ - Global X Funds - Global X Future Analytics Tech ETF |
3 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| AlphaCore Capital LLC |
3 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
3 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
| INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A |
3 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund |
3 |
| RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF |
3 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
3 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
3 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
3 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
3 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
3 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
3 |
| EWG Elevate Inc. |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF |
3 |
| ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF |
3 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
3 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
3 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| Kingsview Wealth Management, LLC |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
3 |
| Verdence Capital Advisors LLC |
3 |
| Atticus Wealth Management, Llc |
3 |
| Venture Visionary Partners LLC |
3 |
| Carolina Wealth Advisors, LLC |
3 |
| AllianzGI Artificial Intelligence & Technology Opportunities Fund |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| Key FInancial Inc |
3 |
| CBIZ Investment Advisory Services, LLC |
3 |
| Keebeck Alpha, LP |
3 |
| Pinpoint Asset Management Ltd |
3 |
| Marcum Wealth, LLC |
3 |
| Kathmere Capital Management, LLC |
3 |
| Center for Financial Planning, Inc. |
3 |
| Deseret Mutual Benefit Administrators |
3 |
| Haafor (Singapore) Pte. Ltd. |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
3 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
3 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
| Verus Capital Partners, Llc |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
3 |
| JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
3 |
| TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
3 |
| HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
3 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| GlobalBridge, Inc. |
3 |
| Connor Clark & Lunn Investment Management Ltd |
3 |
| Endex Capital Management Llc |
3 |
| Eudaimonia Partners, LLC |
3 |
| Royal Fund Management, LLC |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Caas Capital Management Lp |
3 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
3 |
| QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
3 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
3 |
| HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A |
3 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
| SLT - ETF Series Solutions - Salt High truBeta US Market ETF |
3 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
3 |
| Waterloo Capital, L.P. |
3 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
3 |
| Core Alternative Capital |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF |
3 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
3 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
3 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
| SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares |
3 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
3 |
| Six Circles Trust - Six Circles Global Bond Fund |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
| Advanced Investment Partners, LLC |
3 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
3 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
3 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
3 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
3 |
| First Pacific Financial |
3 |
| TFC Financial Management |
3 |
| Founders Financial Alliance, LLC |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| Cordant, Inc. |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
3 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
3 |
| Accel Wealth Management |
3 |
| TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
3 |
| QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF |
3 |
| Addison Advisors LLC |
3 |
| Mizuho Markets Americas Llc |
3 |
| Syverson Strege & Co |
3 |
| E Fund Management Co., Ltd. |
3 |
| Aaron Wealth Advisors LLC |
3 |
| Maryland State Retirement & Pension System |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Cowa, Llc |
3 |
| Symmetry Investments LP |
3 |
| Golden State Equity Partners |
3 |
| Waycross Partners, Llc |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| Mach-1 Financial Group, Inc. |
3 |
| Charter Oak Capital Management, LLC |
3 |
| Collaborative Holdings Management LP |
3 |
| Resolute Advisors LLC |
3 |
| Sittner & Nelson, Llc |
3 |
| F/M Investments LLC |
3 |
| Standard Family Office LLC |
3 |
| Force Hill Capital Management LP |
3 |
| NinePointTwo Capital |
3 |
| Alpha Family Trust |
3 |
| Safeguard Investment Advisory Group, LLC |
3 |
| Retirement Group, LLC |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| Encompass Wealth Advisors, Llc |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Humankind Benefit Corp - Humankind US Stock ETF |
3 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
| Syntax Advisors, Llc |
3 |
| QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
3 |
| Precision Wealth Strategies, LLC |
3 |
| TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
3 |
| Connectus Wealth, LLC |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| NewEdge Wealth, LLC |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| Money Concepts Capital Corp |
3 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
3 |
| Kb Financial Partners, Llc |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF |
3 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
3 |
| Eagle Bay Advisors LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
3 |
| Eisler Capital (UK) Ltd. |
3 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 |
3 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
3 |
| ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF |
3 |
| IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
3 |
| XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| JB Capital LLC |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF |
3 |
| Oak Thistle LLC |
3 |
| Reuter James Wealth Management, Llc |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| Guggenheim Active Allocation Fund |
3 |
| AHHX - Starboard Investment Trust - Adaptive High Income ETF |
3 |
| Wayfinding Financial, LLC |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| Carmel Capital Partners, LLC |
3 |
| Dixon Hughes Goodman Wealth Advisors LLC |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| NorthCrest Asset Manangement, LLC |
3 |
| FRG Family Wealth Advisors LLC |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Boulder Hill Capital Management Lp |
3 |
| Stonegate Investment Group, LLC |
3 |
| Washington Trust Advisors, Inc. |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| MQS Management LLC |
3 |
| Sora Investors Llc |
3 |
| Delphia (USA) Inc. |
3 |
| Roberts Capital Advisors, LLC |
3 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
3 |
| Simplicity Wealth,LLC |
3 |
| MOHR - Collaborative Investment Series Trust - Mohr Growth ETF |
3 |
| Oaktree Diversified Income Fund Inc. |
3 |
| Ascent Group, LLC |
3 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| Retireful, LLC |
3 |
| Beacon Capital Management, LLC |
3 |
| Beaird Harris Wealth Management, LLC |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| Vise Technologies, Inc. |
3 |
| WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF |
3 |
| MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| EdgeRock Capital LLC |
3 |
| CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| TRFM - ETF Series Solutions - AAM Transformers ETF |
3 |
| ICA Group Wealth Management, LLC |
3 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
3 |
| Czech National Bank |
3 |
| Citizens Business Bank |
3 |
| Advisor Partners Ii, Llc |
3 |
| Brewin Dolphin Ltd |
3 |
| Drive Wealth Management, Llc |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Trifecta Capital Advisors, LLC |
3 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
3 |
| Chapin Davis, Inc. |
3 |
| VitalStone Financial, LLC |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| Bleakley Financial Group, LLC |
3 |
| Greenland Capital Management LP |
3 |
| Sherbrooke Park Advisers Llc |
3 |
| Register Financial Advisors LLC |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| V-Square Quantitative Management LLC |
3 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
3 |
| Grey Street Capital, LLC |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| National Wealth Management Group, LLC |
3 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| Empower Advisory Group, LLC |
3 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| FWD - AB Active ETFs, Inc. - AB Disruptors ETF |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
3 |
| Portside Wealth Group, LLC |
3 |
| Dunhill Financial, LLC |
3 |
| DecisionPoint Financial, LLC |
3 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
| Cape Investment Advisory, Inc. |
3 |
| Syon Capital Llc |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| NEOS Investment Management LLC |
3 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
| West Paces Advisors Inc. |
3 |
| Valued Wealth Advisors LLC |
3 |
| Bruce G. Allen Investments, LLC |
3 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
3 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
3 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
| Turtle Creek Wealth Advisors, LLC |
3 |
| Lecap Asset Management Ltd |
3 |
| Naples Money Management LLC |
3 |
| E. Ohman J:or Asset Management AB |
3 |
| Northwest Financial Advisors |
3 |
| Catalytic Wealth RIA, LLC |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Polymer Capital Management (HK) LTD |
3 |
| EntryPoint Capital, LLC |
3 |
| FJ Investments, LLC |
3 |
| Sivia Capital Partners, LLC |
3 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
3 |
| Pineridge Advisors LLC |
3 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
3 |
| Richardson Financial Services Inc. |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
3 |
| Kapitalo Investimentos Ltda |
3 |
| Azzad Asset Management Inc /adv |
3 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
3 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
| Diversify Advisory Services, LLC |
3 |
| M&G Plc |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| LRI Investments, LLC |
3 |
| Mowery & Schoenfeld Wealth Management, LLC |
3 |
| POM Investment Strategies, LLC |
3 |
| Sugar Maple Asset Management, LLC |
3 |
| Institutional Investment Strategy Fund |
3 |
| AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF |
3 |
| WR Wealth Planners, LLC |
3 |
| Ashton Thomas Securities, Llc |
3 |
| NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
| SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF |
3 |
| Onefund, Llc |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| Erste Asset Management GmbH |
3 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
3 |
| UNICOM Systems, Inc. |
3 |
| Whipplewood Advisors, LLC |
3 |
| Jain Global LLC |
3 |
| Talos Asset Management LP |
3 |
| Police & Firemen's Retirement System of New Jersey |
3 |
| BIT Capital GmbH |
3 |
| WealthTrak Capital Management LLC |
3 |
| Bryce Point Capital, LLC |
3 |
| Quest 10 Wealth Builders, Inc. |
3 |
| Rossby Financial, LCC |
3 |
| Raiffeisen Bank International AG |
3 |
| Mufg Securities Americas Inc. |
3 |
| Bayforest Capital Ltd |
3 |
| Credit Industriel Et Commercial |
3 |
| Fieldview Capital Management, LLC |
3 |
| Marshall & Sterling Wealth Advisors Inc. |
3 |
| Freestone Grove Partners LP |
3 |
| PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
3 |
| Capital A Wealth Management, LLC |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Dogwood Wealth Management LLC |
3 |
| Park Square Financial Group, LLC |
3 |
| Kilter Group LLC |
3 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
3 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| Binnacle Investments Inc |
3 |
| Private Wealth Asset Management, LLC |
3 |
| Caxton Associates Llp |
3 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
| Winnow Wealth Llc |
3 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
