| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
76 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
67 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
67 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
63 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
63 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
60 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
58 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
57 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
55 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
55 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
54 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
51 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
50 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
50 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
49 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
45 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
44 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
43 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
42 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
40 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
39 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
37 |
| Millennium Management Llc |
36 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
35 |
| MASTER BOND LLC - Master Total Return Portfolio |
35 |
| Morgan Stanley |
34 |
| UBS Group AG |
34 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
34 |
| Bank Of America Corp /de/ |
33 |
| Proequities, Inc. |
33 |
| Citadel Advisors Llc |
33 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
32 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
32 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
32 |
| Susquehanna International Group, Llp |
32 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
31 |
| Goldman Sachs Group Inc |
31 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
31 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
31 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
31 |
| Jpmorgan Chase & Co |
31 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
31 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
31 |
| Six Circles Trust - Six Circles Global Bond Fund |
30 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
30 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
30 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
30 |
| Renaissance Technologies Llc |
30 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
30 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
30 |
| Royal Bank Of Canada |
29 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
29 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
29 |
| Geode Capital Management, Llc |
29 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
29 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
29 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
29 |
| BlackRock, Inc. |
28 |
| Citigroup Inc |
28 |
| Tower Research Capital LLC (TRC) |
28 |
| Pnc Financial Services Group, Inc. |
28 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
27 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
27 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
27 |
| State Street Corp |
27 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
27 |
| D. E. Shaw & Co., Inc. |
27 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
27 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
27 |
| Wells Fargo & Company/mn |
27 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
27 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
27 |
| Barclays Plc |
26 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
26 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
26 |
| Dimensional Fund Advisors Lp |
26 |
| Northern Trust Corp |
26 |
| Vanguard Group Inc |
26 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
26 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
26 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
26 |
| Rhumbline Advisers |
26 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
25 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
25 |
| Cubist Systematic Strategies, LLC |
25 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
25 |
| Two Sigma Investments, Lp |
25 |
| Deutsche Bank Ag\ |
25 |
| Bnp Paribas Arbitrage, Sa |
25 |
| Ameriprise Financial Inc |
25 |
| Hrt Financial Lp |
24 |
| Bank of New York Mellon Corp |
24 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
24 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
24 |
| Bank Of Montreal /can/ |
24 |
| Virtu Financial LLC |
24 |
| Fmr Llc |
24 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
24 |
| Invesco Ltd. |
24 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
24 |
| Credit Suisse Ag/ |
23 |
| Marshall Wace, Llp |
23 |
| Parametric Portfolio Associates Llc |
23 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
23 |
| Price T Rowe Associates Inc /md/ |
23 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
23 |
| IFP Advisors, Inc |
23 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
23 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
23 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
23 |
| Charles Schwab Investment Management Inc |
23 |
| Prelude Capital Management, Llc |
23 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
22 |
| California State Teachers Retirement System |
22 |
| Macquarie Group Ltd |
22 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
22 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
22 |
| Legal & General Group Plc |
22 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
22 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
22 |
| Group One Trading, L.p. |
22 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
22 |
| Jane Street Group, Llc |
22 |
| Boothbay Fund Management, Llc |
22 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
22 |
| New York State Common Retirement Fund |
22 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
22 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
22 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
22 |
| Advisor Group Holdings, Inc. |
21 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
21 |
| American International Group, Inc. |
21 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
21 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
21 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
21 |
| Russell Investments Group, Ltd. |
21 |
| Manufacturers Life Insurance Company, The |
21 |
| Sei Investments Co |
21 |
| California Public Employees Retirement System |
21 |
| LMR Partners LLP |
21 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
21 |
| Aqr Capital Management Llc |
21 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
21 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
21 |
| Qube Research & Technologies Ltd |
21 |
| SG Americas Securities, LLC |
21 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
21 |
| Simplex Trading, Llc |
21 |
| Gsa Capital Partners Llp |
21 |
| Creative Planning |
21 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
20 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
20 |
| Bessemer Group Inc |
20 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
20 |
| Alliancebernstein L.p. |
20 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
20 |
| Victory Capital Management Inc |
20 |
| First Horizon Advisors, Inc. |
20 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
20 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
20 |
| Two Sigma Advisers, Lp |
20 |
| Schonfeld Strategic Advisors LLC |
20 |
| Squarepoint Ops LLC |
20 |
| First Trust Advisors Lp |
20 |
| Captrust Financial Advisors |
20 |
| Nuveen Asset Management, LLC |
20 |
| Comerica Bank |
19 |
| Neuberger Berman Group LLC |
19 |
| XTX Topco Ltd |
19 |
| Paloma Partners Management Co |
19 |
| Hsbc Holdings Plc |
19 |
| Connor, Clark & Lunn Investment Management Ltd. |
19 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
19 |
| Sterling Capital Management LLC |
19 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
19 |
| Balyasny Asset Management Llc |
19 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
19 |
| Cutler Group LP |
19 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
19 |
| Norges Bank |
19 |
| Us Bancorp \de\ |
19 |
| Verition Fund Management LLC |
19 |
| Metropolitan Life Insurance Co/ny |
19 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
19 |
| American Century Companies Inc |
19 |
| Ameritas Investment Partners, Inc. |
19 |
| Two Sigma Securities, Llc |
19 |
| Arrowstreet Capital, Limited Partnership |
19 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
19 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
19 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
18 |
| Guggenheim Capital Llc |
18 |
| Fifth Third Bancorp |
18 |
| Raymond James & Associates |
18 |
| Quantbot Technologies LP |
18 |
| State Board Of Administration Of Florida Retirement System |
18 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
18 |
| Walleye Trading LLC |
18 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
18 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
18 |
| Quadrant Capital Group Llc |
18 |
| Point72 Asset Management, L.P. |
18 |
| Voya Investment Management Llc |
18 |
| Meeder Asset Management Inc |
18 |
| Cwm, Llc |
18 |
| Tudor Investment Corp Et Al |
18 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
18 |
| Blair William & Co/il |
18 |
| Federated Hermes, Inc. |
18 |
| Trexquant Investment LP |
18 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
18 |
| Panagora Asset Management Inc |
18 |
| HighTower Advisors, LLC |
18 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
18 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
18 |
| Ubs Asset Management Americas Inc |
18 |
| SBI Securities Co., Ltd. |
18 |
| Public Employees Retirement System Of Ohio |
18 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
18 |
| ExodusPoint Capital Management, LP |
18 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
18 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
18 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
18 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
18 |
| Acadian Asset Management Llc |
18 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
18 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
18 |
| Raymond James Financial Inc |
18 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
18 |
| Wolverine Trading, Llc |
18 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
18 |
| Los Angeles Capital Management Llc |
17 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
17 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
17 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
17 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
17 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
17 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
17 |
| Teachers Advisors, Llc |
17 |
| Ancora Advisors, LLC |
17 |
| Schroder Investment Management Group |
17 |
| Ergoteles LLC |
17 |
| Jump Financial, LLC |
17 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
17 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
17 |
| Allianz Asset Management GmbH |
17 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
17 |
| Prudential Financial Inc |
17 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
17 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
17 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
17 |
| Amalgamated Bank |
17 |
| ProShare Advisors LLC |
17 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
17 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
17 |
| Principal Financial Group Inc |
17 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
17 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
17 |
| Strs Ohio |
17 |
| Swiss National Bank |
17 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
17 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
17 |
| Oxford Asset Management Llp |
17 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
17 |
| Envestnet Asset Management Inc |
17 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
17 |
| Janus Henderson Group Plc |
17 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
17 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
17 |
| VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares |
17 |
| Signaturefd, Llc |
17 |
| Covestor Ltd |
17 |
| EverSource Wealth Advisors, LLC |
17 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
17 |
| Allworth Financial LP |
17 |
| Atom Investors LP |
17 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
17 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
17 |
| Parallel Advisors, LLC |
17 |
| Steward Partners Investment Advisory, Llc |
17 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
17 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
17 |
| O'shaughnessy Asset Management, Llc |
17 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
17 |
| Jefferies Group LLC |
16 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
16 |
| Man Group plc |
16 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
16 |
| KBC Group NV |
16 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
16 |
| Thrivent Financial For Lutherans |
16 |
| Public Employees Retirement Association Of Colorado |
16 |
| Dynamic Technology Lab Private Ltd |
16 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
16 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
16 |
| Caxton Associates Lp |
16 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
16 |
| Huntington National Bank |
16 |
| Tiaa Cref Investment Management Llc |
16 |
| Occudo Quantitative Strategies Lp |
16 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
16 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
16 |
| MetLife Investment Management, LLC |
16 |
| Td Asset Management Inc |
16 |
| Invesco Bond Fund |
16 |
| Glenmede Trust Co Na |
16 |
| Aperio Group, LLC |
16 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
16 |
| PEAK6 Investments LLC |
16 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
16 |
| Walleye Capital LLC |
16 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
16 |
| Great West Life Assurance Co /can/ |
16 |
| Canada Pension Plan Investment Board |
16 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
16 |
| Janney Montgomery Scott LLC |
16 |
| Engineers Gate Manager LP |
16 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
16 |
| Voloridge Investment Management, Llc |
16 |
| Royce & Associates Lp |
16 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
16 |
| Nisa Investment Advisors, Llc |
16 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
16 |
| Advisory Services Network, LLC |
16 |
| Alpine Global Management, LLC |
16 |
| Stifel Financial Corp |
16 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
16 |
| Quadrature Capital Ltd |
16 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
16 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
16 |
| LPL Financial LLC |
16 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
15 |
| PDT Partners, LLC |
15 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
15 |
| Parallax Volatility Advisers, L.P. |
15 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
15 |
| Magnetar Financial LLC |
15 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
15 |
| Driehaus Capital Management Llc |
15 |
| Point72 Hong Kong Ltd |
15 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
15 |
| State of Wyoming |
15 |
| Truist Financial Corp |
15 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
15 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
15 |
| Allspring Global Investments Holdings, LLC |
15 |
| Wolverine Asset Management Llc |
15 |
| Cambridge Investment Research Advisors, Inc. |
15 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
15 |
| Northwestern Mutual Wealth Management Co |
15 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
15 |
| Mariner, LLC |
15 |
| Teachers Retirement System Of The State Of Kentucky |
15 |
| FIL Ltd |
15 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
15 |
| Marshall Wace North America L.P. |
15 |
| Arizona State Retirement System |
15 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
15 |
| GAMMA Investing LLC |
15 |
| Rockefeller Capital Management L.P. |
15 |
| Loomis Sayles & Co L P |
15 |
| New York State Teachers Retirement System |
15 |
| Teacher Retirement System Of Texas |
15 |
| Advisors Asset Management, Inc. |
15 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
15 |
| CIBC Private Wealth Group, LLC |
15 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
15 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
15 |
| Ubs Ag |
15 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
15 |
| Franklin Resources Inc |
15 |
| JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) |
15 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
15 |
| Federation des caisses Desjardins du Quebec |
15 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
14 |
| Jones Financial Companies Lllp |
14 |
| Ladenburg Thalmann Financial Services Inc |
14 |
| Healthcare Of Ontario Pension Plan Trust Fund |
14 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
14 |
| Oregon Public Employees Retirement Fund |
14 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
14 |
| BlackRock Institutional Trust Company, N.A. |
14 |
| Public Sector Pension Investment Board |
14 |
| Capital Advisors, Ltd. LLC |
14 |
| Lindbrook Capital, Llc |
14 |
| Winton Capital Group Ltd |
14 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
14 |
| Jacobs Levy Equity Management, Inc |
14 |
| Penserra Capital Management LLC |
14 |
| RBF Capital, LLC |
14 |
| PEAK6 Investments, L.P. |
14 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
14 |
| Intech Investment Management Llc |
14 |
| Dark Forest Capital Management Lp |
14 |
| Algert Global Llc |
14 |
| Raymond James Financial Services Advisors, Inc. |
14 |
| SRS Capital Advisors, Inc. |
14 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
14 |
| Global Retirement Partners, LLC |
14 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
14 |
| BlackRock Fund Advisors |
14 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
14 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
14 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
14 |
| Nuveen, LLC |
14 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
14 |
| OMERS ADMINISTRATION Corp |
14 |
| FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF |
14 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
14 |
| BlackRock Advisors LLC |
14 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
14 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
14 |
| Assetmark, Inc |
14 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
14 |
| Holocene Advisors, LP |
14 |
| TCI Wealth Advisors, Inc. |
14 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
14 |
| PineBridge Investments, L.P. |
14 |
| Mfs Charter Income Trust |
14 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
14 |
| Glassman Wealth Services |
14 |
| Corebridge Financial, Inc. |
14 |
| Wellington Management Group Llp |
14 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
14 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
14 |
| Hudson Bay Capital Management LP |
14 |
| Susquehanna Fundamental Investments, Llc |
14 |
| Parkside Financial Bank & Trust |
14 |
| State Of Wisconsin Investment Board |
14 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
14 |
| Amundi |
14 |
| NEXT Financial Group, Inc |
14 |
| Axa S.a. |
14 |
| Y-Intercept (Hong Kong) Ltd |
14 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
13 |
| 1832 Asset Management L.P. |
13 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
13 |
| CoreCap Advisors, LLC |
13 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
13 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
13 |
| Rothschild Investment Llc |
13 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
13 |
| Mfs Multimarket Income Trust |
13 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
13 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
13 |
| HAP Trading, LLC |
13 |
| Caitong International Asset Management Co., Ltd |
13 |
| Picton Mahoney Asset Management |
13 |
| Employees Retirement System of Texas |
13 |
| Virginia Retirement Systems Et Al |
13 |
| Harbour Investments, Inc. |
13 |
| Spire Wealth Management |
13 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
13 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
13 |
| Boston Private Wealth Llc |
13 |
| Aquatic Capital Management LLC |
13 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
13 |
| Private Trust Co Na |
13 |
| CI Private Wealth, LLC |
13 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
13 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
13 |
| Klp Kapitalforvaltning As |
13 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
13 |
| Alyeska Investment Group, L.P. |
13 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
13 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
13 |
| Laurion Capital Management LP |
13 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
13 |
| Boston Partners |
13 |
| Advisor Group, Inc. |
13 |
| Blueshift Asset Management, LLC |
13 |
| Coldstream Capital Management Inc |
13 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
13 |
| Umb Bank N A/mo |
13 |
| Mutual Of America Capital Management Llc |
13 |
| Nomura Holdings Inc |
13 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
13 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
13 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
13 |
| GWM Advisors LLC |
13 |
| Mackenzie Financial Corp |
13 |
| Bayesian Capital Management, LP |
13 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
13 |
| Nomura Asset Management Co Ltd |
13 |
| A.R.T. Advisors, LLC |
13 |
| Fortitude Family Office, LLC |
13 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
13 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
13 |
| Graham Capital Management, L.P. |
13 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
13 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
13 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
13 |
| Handelsbanken Fonder AB |
13 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
13 |
| Hartland & Co., LLC |
13 |
| Ensign Peak Advisors, Inc |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
13 |
| Aigen Investment Management, Lp |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
13 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
13 |
| Smartleaf Asset Management LLC |
13 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
13 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
13 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
13 |
| Ronald Blue Trust, Inc. |
13 |
| Capital Performance Advisors Llp |
13 |
| Farther Finance Advisors, LLC |
13 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
13 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
13 |
| State of Tennessee, Treasury Department |
13 |
| Gotham Asset Management, LLC |
12 |
| Nationwide Fund Advisors |
12 |
| Massmutual Trust Co Fsb/adv |
12 |
| Highbridge Capital Management Llc |
12 |
| Skopos Labs, Inc. |
12 |
| Lord, Abbett & Co. Llc |
12 |
| Calamos Advisors LLC |
12 |
| Piedmont Investment Advisors Llc |
12 |
| Ci Investments Inc. |
12 |
| Capital Fund Management S.a. |
12 |
| Principal Securities, Inc. |
12 |
| Pictet Asset Management Holding SA |
12 |
| Natixis |
12 |
| Louisiana State Employees Retirement System |
12 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
12 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
12 |
| Oppenheimer Asset Management Inc. |
12 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
12 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
12 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
12 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
12 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
12 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
12 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
12 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
12 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
12 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
12 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
12 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
12 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
12 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
12 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
12 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
12 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
12 |
| CIBC Asset Management Inc |
12 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
12 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
12 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
12 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
12 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
12 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
12 |
| Exchange Traded Concepts, Llc |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
12 |
| Cresset Asset Management, LLC |
12 |
| Ameritas Investment Corp |
12 |
| FORA Capital, LLC |
12 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
12 |
| Gabelli Funds Llc |
12 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
12 |
| Toronto Dominion Bank |
12 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
12 |
| Everence Capital Management Inc |
12 |
| Versant Capital Management, Inc |
12 |
| State of Alaska, Department of Revenue |
12 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
12 |
| Larson Financial Group LLC |
12 |
| Commonwealth Equity Services, Llc |
12 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
12 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
12 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
12 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
12 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
12 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
12 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
12 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
12 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
12 |
| Cibc World Markets Corp |
12 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
12 |
| MUFG Americas Holdings Corp |
12 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
12 |
| Maryland State Retirement & Pension System |
12 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
12 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
12 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
12 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
12 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
12 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
12 |
| BlackRock Investment Management, LLC |
12 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
12 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
12 |
| Globeflex Capital L P |
12 |
| Amundi Pioneer Asset Management Inc |
12 |
| Geneos Wealth Management Inc. |
12 |
| Versor Investments LP |
12 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
12 |
| Bell Investment Advisors, Inc |
12 |
| Police & Firemen's Retirement System of New Jersey |
12 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
12 |
| Hbk Investments L P |
12 |
| Yousif Capital Management, Llc |
12 |
| M&t Bank Corp |
12 |
| Texas Permanent School Fund |
12 |
| State of New Jersey Common Pension Fund D |
12 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
12 |
| Capstone Investment Advisors, Llc |
12 |
| Catalyst Capital Advisors LLC |
12 |
| FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
12 |
| Kcg Holdings, Inc. |
12 |
| BNP Paribas Asset Management Holding S.A. |
12 |
| Brevan Howard Capital Management LP |
12 |
| Acrospire Investment Management LLC |
12 |
| Amalgamated Financial Corp. |
12 |
| CENTRAL TRUST Co |
12 |
| Hantz Financial Services, Inc. |
12 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
12 |
| United Services Automobile Association |
12 |
| Seven Eight Capital, Lp |
12 |
| Private Advisor Group, LLC |
12 |
| Vident Investment Advisory, LLC |
12 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
12 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
12 |
| True Wealth Design, LLC |
12 |
| Point72 Middle East FZE |
12 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
12 |
| Pacer Advisors, Inc. |
12 |
| Eaton Vance Management |
12 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
12 |
| Quantitative Systematic Strategies LLC |
12 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
12 |
| Bartlett & Co. Wealth Management Llc |
12 |
| Campbell & CO Investment Adviser LLC |
12 |
| MAI Capital Management |
12 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
11 |
| Wealth Enhancement Advisory Services, Llc |
11 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
11 |
| Asset Management One Co., Ltd. |
11 |
| Point72 (DIFC) Ltd |
11 |
| Global Financial Private Client, LLC |
11 |
| Quantamental Technologies LLC |
11 |
| Orion Portfolio Solutions, LLC |
11 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
11 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
11 |
| AMP Capital Investors Ltd |
11 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
11 |
| Hemington Wealth Management |
11 |
| Ground Swell Capital, LLC |
11 |
| Vident Advisory, LLC |
11 |
| Martingale Asset Management L P |
11 |
| Brown Brothers Harriman & Co |
11 |
| Cetera Investment Advisers |
11 |
| Gyon Technologies Capital Management, LP |
11 |
| Pearl River Capital, LLC |
11 |
| Rafferty Asset Management, LLC |
11 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
11 |
| Natixis Advisors, L.p. |
11 |
| Stevens Capital Management Lp |
11 |
| Spark Investment Management LLC |
11 |
| Jfs Wealth Advisors, Llc |
11 |
| Bridgeway Capital Management Inc |
11 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
11 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
11 |
| Jain Global LLC |
11 |
| Oppenheimer & Co Inc |
11 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
11 |
| Jefferies Financial Group Inc. |
11 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
11 |
| Adage Capital Partners Gp, L.l.c. |
11 |
| Cadence Capital Management Llc |
11 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
11 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
11 |
| Twin Tree Management, LP |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
11 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
11 |
| Bank Of Nova Scotia |
11 |
| MetLife Securities, Inc |
11 |
| Prudential Plc |
11 |
| Evoke Wealth, Llc |
11 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
11 |
| Sumitomo Mitsui Trust Holdings, Inc. |
11 |
| Fred Alger Management, Llc |
11 |
| Guggenheim Active Allocation Fund |
11 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
11 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
11 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
11 |
| Oppenheimer Funds Inc |
11 |
| SJS Investment Consulting Inc. |
11 |
| Point72 Asia (Singapore) Pte. Ltd. |
11 |
| Centiva Capital, LP |
11 |
| USA Financial Portformulas Corp |
11 |
| Baird Financial Group, Inc. |
11 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
11 |
| Capstone Asset Management Co |
11 |
| Venturi Wealth Management, LLC |
11 |
| Alberta Investment Management Corp |
11 |
| Twin Peaks Wealth Advisors, LLC |
11 |
| Catalyst Funds Management Pty Ltd |
11 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
11 |
| Brookfield Asset Management Inc. |
11 |
| Sawtooth Solutions, LLC |
11 |
| ClariVest Asset Management LLC |
11 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
11 |
| Crewe Advisors LLC |
11 |
| Vantage Consulting Group Inc |
11 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
11 |
| Philadelphia Financial Management of San Francisco, LLC |
11 |
| Landscape Capital Management, L.l.c. |
11 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
11 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
11 |
| Aster Capital Management (DIFC) Ltd |
11 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
11 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
11 |
| Nbc Securities, Inc. |
11 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
11 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
11 |
| Berman Capital Advisors, LLC |
11 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
11 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
11 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
11 |
| Cornerstone Planning Group LLC |
11 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
11 |
| Atria Investments Llc |
11 |
| AdvisorNet Financial, Inc |
11 |
| Benjamin F. Edwards & Company, Inc. |
11 |
| Private Capital Group, LLC |
11 |
| Quarry LP |
11 |
| Profund Advisors Llc |
11 |
| Howe & Rusling Inc |
11 |
| Russell Frank Co/ |
11 |
| Axq Capital, Lp |
11 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
11 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
11 |
| Whittier Trust Co Of Nevada Inc |
11 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
11 |
| Xponance, Inc. |
11 |
| Crossmark Global Holdings, Inc. |
11 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
11 |
| Farmers & Merchants Investments Inc |
11 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
11 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
11 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
11 |
| Diversified Trust Co |
11 |
| Money Concepts Capital Corp |
11 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
11 |
| Sofos Investments, Inc. |
11 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
11 |
| Rialto Wealth Management, LLC |
11 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
11 |
| FNY Investment Advisers, LLC |
11 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
11 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
11 |
| Capital Research Global Investors |
11 |
| National Bank Of Canada /fi/ |
11 |
| Ubs Oconnor Llc |
11 |
| Patriot Financial Group Insurance Agency, LLC |
11 |
| Putnam Investments Llc |
11 |
| Assenagon Asset Management S.A. |
11 |
| Brown Advisory Inc |
11 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
11 |
| Summit Global Investments |
11 |
| BlackRock Group LTD |
11 |
| Johnson Financial Group, Inc. |
11 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
11 |
| Tocqueville Asset Management L.p. |
11 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
11 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
11 |
| First Quadrant L P/ca |
11 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
11 |
| Eqis Capital Management, Inc. |
11 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
11 |
| Thompson Davis & Co., Inc. |
11 |
| Great Lakes Advisors, Llc |
11 |
| Harvest Fund Management Co., Ltd |
11 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
11 |
| QS Investors, LLC |
11 |
| Cetera Advisor Networks LLC |
11 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
11 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
11 |
| Proficio Capital Partners LLC |
11 |
| Thompson Siegel & Walmsley Llc |
11 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
11 |
| GW&K Investment Management, LLC |
11 |
| Twinbeech Capital Lp |
11 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
11 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
11 |
| Shelton Capital Management |
10 |
| Kennedy Capital Management, Inc. |
10 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
10 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
10 |
| Pictet Asset Management Sa |
10 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
10 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
10 |
| First Republic Investment Management, Inc. |
10 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
10 |
| Jennison Associates Llc |
10 |
| Alpha Paradigm Partners, LLC |
10 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
10 |
| Brinker Capital Investments, LLC |
10 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
10 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
10 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
10 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
10 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
10 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
10 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
10 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
10 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
10 |
| Nordea Investment Management Ab |
10 |
| JustInvest LLC |
10 |
| Northern Trust Co Of Connecticut |
10 |
| Caption Management, LLC |
10 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
10 |
| Prana Capital Management, LP |
10 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
10 |
| Lighthouse Investment Partners, LLC |
10 |
| Belpointe Asset Management LLC |
10 |
| Optiver Holding B.V. |
10 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
10 |
| GAM Holding AG |
10 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
10 |
| Atlantic Trust, LLC |
10 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
10 |
| Parkworth Wealth Management, Inc. |
10 |
| Ajo, Lp |
10 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
10 |
| Gemmer Asset Management LLC |
10 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
10 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
10 |
| Empowered Funds, LLC |
10 |
| Maven Securities LTD |
10 |
| Paradigm Asset Management Co Llc |
10 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
10 |
| Ethic Inc. |
10 |
| FourThought Financial, LLC |
10 |
| Oak Thistle LLC |
10 |
| Bay Harbor Wealth Management, LLC |
10 |
| Css Llc/il |
10 |
| Hillsdale Investment Management Inc. |
10 |
| Toroso Investments, LLC |
10 |
| Schubert & Co |
10 |
| Lazard Asset Management Llc |
10 |
| Daiwa Securities Group Inc. |
10 |
| Illinois Municipal Retirement Fund |
10 |
| Riverhead Capital Management Llc |
10 |
| Bartlett & Co. LLC |
10 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
10 |
| Ameritas Advisory Services, LLC |
10 |
| Westpac Banking Corp |
10 |
| Mml Investors Services, Llc |
10 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
10 |
| Sciencast Management LP |
10 |
| Capital World Investors |
10 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
10 |
| Avion Wealth |
10 |
| Corton Capital Inc. |
10 |
| Polar Asset Management Partners Inc. |
10 |
| Petrus Trust Company, LTA |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
10 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
10 |
| Sandy Spring Bank |
10 |
| Rise Advisors, LLC |
10 |
| Agf Investments Inc. |
10 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
10 |
| Bogle Investment Management L P /de/ |
10 |
| Davidson Kempner Capital Management Lp |
10 |
| TD Waterhouse Canada Inc. |
10 |
| Pathstone Family Office, Llc |
10 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
10 |
| Mirae Asset Global Investments Co., Ltd. |
10 |
| NumerixS Investment Technologies Inc |
10 |
| BlueCrest Capital Management Ltd |
10 |
| FDx Advisors, Inc. |
10 |
| Zacks Investment Management |
10 |
| APG Asset Management N.V. |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
10 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
10 |
| Managed Account Advisors Llc |
10 |
| T. Rowe Price Investment Management, Inc. |
10 |
| Dupont Capital Management Corp |
10 |
| Rational Advisors Llc |
10 |
| Ontario Teachers Pension Plan Board |
10 |
| Pathstone Holdings, LLC |
10 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
10 |
| Navellier & Associates Inc |
10 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
10 |
| Weiss Multi-Strategy Advisers LLC |
10 |
| Shell Asset Management Co |
10 |
| Stratos Wealth Partners, LTD. |
10 |
| Headlands Technologies LLC |
10 |
| HFM Investment Advisors, LLC |
10 |
| Sherbrooke Park Advisers Llc |
10 |
| LS Investment Advisors, LLC |
10 |
| Sonora Investment Management, LLC |
10 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
10 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
10 |
| SOUTH STATE Corp |
10 |
| Harbor Investment Advisory, Llc |
10 |
| DekaBank Deutsche Girozentrale |
10 |
| Cullen/frost Bankers, Inc. |
10 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
10 |
| Quest Partners LLC |
10 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
10 |
| American Portfolios Advisors |
10 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
10 |
| KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF |
10 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
10 |
| Visium Asset Management, LP |
10 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
10 |
| National Asset Management, Inc. |
10 |
| Suntrust Banks Inc |
10 |
| Clearbridge Investments, LLC |
10 |
| Dorsey Wright & Associates |
10 |
| Guggenheim Strategic Opportunities Fund |
10 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
10 |
| Kestra Advisory Services, LLC |
10 |
| TFC Financial Management |
10 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
10 |
| Nebula Research & Development LLC |
10 |
| Whittier Trust Co |
10 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
10 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
10 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
10 |
| Pictet Asset Management Ltd |
10 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
10 |
| Mather Group, Llc. |
10 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
10 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
10 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
10 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
10 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
10 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
9 |
| CIBC World Markets Inc. |
9 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
9 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
9 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
9 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
9 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
9 |
| Tcwp Llc |
9 |
| Sutton Wealth Advisors Inc. |
9 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
9 |
| FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund |
9 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
9 |
| Ellevest, Inc. |
9 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
9 |
| Rehmann Capital Advisory Group |
9 |
| Entropy Technologies, LP |
9 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
9 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
9 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
9 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
9 |
| Kayne Anderson Rudnick Investment Management Llc |
9 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
9 |
| Airain ltd |
9 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
9 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
9 |
| Mirabella Financial Services Llp |
9 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
9 |
| Newbridge Financial Services Group, Inc. |
9 |
| Caisse De Depot Et Placement Du Quebec |
9 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
9 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
9 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
9 |
| Teza Capital Management LLC |
9 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
9 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
9 |
| Accurate Wealth Management, LLC |
9 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
9 |
| Cerity Partners LLC |
9 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
9 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
9 |
| FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares |
9 |
| Relative Value Fund |
9 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
9 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
9 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
9 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
9 |
| Gillson Capital LP |
9 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
9 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
9 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
9 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
9 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
9 |
| Seacrest Wealth Management, Llc |
9 |
| Gradient Investments LLC |
9 |
| BRYN MAWR TRUST Co |
9 |
| D.a. Davidson & Co. |
9 |
| CVA Family Office, LLC |
9 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
9 |
| Korea Investment CORP |
9 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
9 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
9 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
9 |
| Sowell Financial Services LLC |
9 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
9 |
| Kapitalo Investimentos Ltda |
9 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
9 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
9 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
9 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
9 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
9 |
| Bridgewater Associates, LP |
9 |
| Stephens Consulting, LLC |
9 |
| International Assets Investment Management, Llc |
9 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
9 |
| Crestline Management, LP |
9 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
9 |
| Resources Investment Advisors, LLC. |
9 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
9 |
| Bogart Wealth, LLC |
9 |
| Integrated Wealth Concepts LLC |
9 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
9 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
9 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
9 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
9 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
9 |
| Mackay Shields Llc |
9 |
| Guardian Wealth Advisors, LLC |
9 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
9 |
| Atlas Capital Advisors Llc |
9 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
9 |
| BlackRock Japan Co. Ltd |
9 |
| EntryPoint Capital, LLC |
9 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
9 |
| First Mercantile Trust Co |
9 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
9 |
| Humankind Benefit Corp - Humankind US Stock ETF |
9 |
| Retirement Systems of Alabama |
9 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
9 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
9 |
| Stephens Inc /ar/ |
9 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
9 |
| Weiss Asset Management LP |
9 |
| Utah Retirement Systems |
9 |
| Diametric Capital, LP |
9 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
9 |
| Clear Street Markets Llc |
9 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
9 |
| Sanctuary Advisors, LLC |
9 |
| R Squared Ltd |
9 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
9 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
9 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
9 |
| Jaffetilchin Investment Partners, LLC |
9 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
9 |
| IYF - iSHARES TRUST - iShares U.S. Financials ETF |
9 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
9 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
9 |
| Bridgefront Capital, LLC |
9 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
9 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
9 |
| Tfs Capital Llc |
9 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
9 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
9 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
9 |
| Securian Asset Management, Inc |
9 |
| Callan Family Office, LLC |
9 |
| Aviva Plc |
9 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
9 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
9 |
| Trust Co Of Vermont |
9 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
9 |
| Fuller & Thaler Asset Management, Inc. |
9 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
9 |
| Fox Run Management, L.l.c. |
9 |
| Financial Architects, Inc |
9 |
| Voya Global Advantage & Premium Opportunity Fund |
9 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
9 |
| PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF |
9 |
| Wolff Wiese Magana Llc |
9 |
| Steward Financial Group LLC |
9 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
9 |
| People's United Financial, Inc. |
9 |
| Vestmark Advisory Solutions, Inc. |
9 |
| Pinnacle Wealth Planning Services, Inc. |
9 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
9 |
| Credit Agricole S A |
9 |
| First National Bank Of Omaha |
9 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
9 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
9 |
| DiNuzzo Private Wealth, Inc. |
9 |
| Prestige Wealth Management Group LLC |
9 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
9 |
| FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF |
9 |
| Treasurer of the State of North Carolina |
9 |
| Massachusetts Financial Services Co /ma/ |
9 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
9 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
9 |
| GeoWealth Management, LLC |
9 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
9 |
| Venture Visionary Partners LLC |
9 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
9 |
| Allstate Corp |
9 |
| Enterprise Financial Services Corp |
9 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
9 |
| DnB Asset Management AS |
9 |
| FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
9 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
9 |
| Voleon Capital Management Lp |
9 |
| Edgestream Partners, L.P. |
9 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
9 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
9 |
| IndexIQ Advisors LLC |
9 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
9 |
| Wealthspire Advisors, L.P. |
9 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
9 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
9 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
9 |
| Skandinaviska Enskilda Banken AB (publ) |
9 |
| Alps Advisors Inc |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
9 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
9 |
| VTL Associates, LLC |
9 |
| Quantinno Capital Management LP |
9 |
| Stone Ridge Asset Management LLC |
9 |
| Disciplined Investments, LLC |
9 |
| HHM Wealth Advisors, LLC |
9 |
| Segall Bryant & Hamill, Llc |
9 |
| Bare Financial Services, Inc |
9 |
| Element Capital Management Llc |
9 |
| Toth Financial Advisory Corp |
9 |
| Veriti Management LLC |
9 |
| Commerce Bank |
9 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
9 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
9 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
9 |
| Tcw Group Inc |
9 |
| Quent Capital, LLC |
9 |
| New York Life Investment Management Llc |
9 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
9 |
| Apollon Wealth Management, LLC |
9 |
| Capital International Investors |
9 |
| First Manhattan Co |
9 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
9 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
9 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
9 |
| Emerald Acquisition Ltd. |
9 |
| Townsquare Capital Llc |
9 |
| Parametrica Management Ltd |
9 |
| Cnh Partners Llc |
9 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
9 |
| Bokf, Na |
9 |
| Wiley Bros.-aintree Capital, Llc |
9 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
9 |
| Mason Street Advisors, Llc |
9 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
9 |
| Woodline Partners LP |
9 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
9 |
| Ellington Management Group Llc |
9 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
9 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
9 |
| StoneX Group Inc. |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
8 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
8 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
8 |
| FNPIX - Profunds - Financials Ultrasector Profund Investor Class |
8 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
8 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
8 |
| Prospera Financial Services Inc |
8 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
8 |
| Cipher Capital LP |
8 |
| Horizon Investments, LLC |
8 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
8 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
8 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
8 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
8 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
8 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
8 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
8 |
| Reilly Financial Advisors, Llc |
8 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
8 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
8 |
| South Dakota Investment Council |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
8 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
8 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
8 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
8 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
8 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
8 |
| IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF |
8 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
8 |
| Convergence Investment Partners, LLC |
8 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
8 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
8 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
8 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
8 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
8 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
8 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
8 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
8 |
| nVerses Capital, LLC |
8 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
8 |
| General Motors Investment Management Corp |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
8 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
8 |
| Manchester Capital Management LLC |
8 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
8 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
8 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
8 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
8 |
| Profunds - Profund Vp Financials |
8 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
8 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
8 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
8 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
8 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
8 |
| JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF |
8 |
| Calvert Investment Management, Inc. |
8 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
8 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
8 |
| Zions Bancorporation, National Association /ut/ |
8 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
8 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
8 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
8 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
8 |
| Scientech Research LLC |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
8 |
| Financial Network Wealth Advisors LLC |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
8 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
8 |
| Financial Management Professionals, Inc. |
8 |
| New Age Alpha Advisors, LLC |
8 |
| Sachetta, LLC |
8 |
| Private Wealth Management Group, LLC |
8 |
| Ballentine Partners, LLC |
8 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
8 |
| Rakuten Securities, Inc. |
8 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
8 |
| Rothschild Investment Corp /il |
8 |
| Yorktown Management & Research Co Inc |
8 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
8 |
| Plante Moran Financial Advisors, LLC |
8 |
| Trust Point Inc. |
8 |
| Cornerstone Advisors, Inc. |
8 |
| Bruce G. Allen Investments, LLC |
8 |
| NewSquare Capital LLC |
8 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
8 |
| Anchor Investment Management, LLC |
8 |
| FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF |
8 |
| Keybank National Association/oh |
8 |
| Raymond James Trust N.a. |
8 |
| Envestnet Portfolio Solutions, Inc. |
8 |
| Annis Gardner Whiting Capital Advisors, LLC |
8 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
8 |
| Commerzbank Aktiengesellschaft /fi |
8 |
| Eagle Asset Management Inc |
8 |
| Sit Investment Associates Inc |
8 |
| MUFG Securities EMEA plc |
8 |
| Numeric Investors Llc |
8 |
| Commonwealth Bank Of Australia |
8 |
| State Of Michigan Retirement System |
8 |
| Tokio Marine Asset Management Co Ltd |
8 |
| Tarbox Family Office, Inc. |
8 |
| Nine Chapters Capital Management LLC |
8 |
| Municipal Employees' Retirement System of Michigan |
8 |
| ORG Partners LLC |
8 |
| Contravisory Investment Management, Inc. |
8 |
| Carroll Financial Associates, Inc. |
8 |
| Fifth Third Wealth Advisors LLC |
8 |
| Baker Avenue Asset Management, LP |
8 |
| Gulf International Bank (UK) Ltd |
8 |
| Logan Capital Management Inc |
8 |
| ETRADE Capital Management LLC |
8 |
| Capital Returns Management, LLC |
8 |
| Freestone Grove Partners LP |
8 |
| Mill Creek Capital Advisors, LLC |
8 |
| Synovus Financial Corp |
8 |
| LGT Financial Advisors LLC |
8 |
| Inceptionr Llc |
8 |
| Park Place Capital Corp |
8 |
| Jupiter Asset Management Ltd |
8 |
| SYSTM Wealth Solutions LLC |
8 |
| Bleakley Financial Group, LLC |
8 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
8 |
| Colonial Trust Co / SC |
8 |
| FineMark National Bank & Trust |
8 |
| Nicholas Company, Inc. |
8 |
| Richard Bernstein Advisors LLC |
8 |
| Wbi Investments, Inc. |
8 |
| Principal Funds Inc |
8 |
| Mv Capital Management, Inc. |
8 |
| Harel Insurance Investments & Financial Services Ltd. |
8 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
8 |
| Moore Capital Management, Lp |
8 |
| EAM Investors, LLC |
8 |
| Asset Dedication, LLC |
8 |
| Hm Payson & Co |
8 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
8 |
| Hancock Whitney Corp |
8 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
8 |
| IBM Retirement Fund |
8 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
8 |
| Interval Partners, LP |
8 |
| HB Wealth Management, LLC |
8 |
| Snowden Capital Advisors LLC |
8 |
| Lombard Odier Asset Management (Switzerland) SA |
8 |
| B. Metzler seel. Sohn & Co. AG |
8 |
| CSat Investment Advisory, L.P. |
8 |
| Cna Financial Corp |
8 |
| Itau Unibanco Holding S.A. |
8 |
| New Mexico Educational Retirement Board |
8 |
| Cornerstone Capital Management Holdings Llc. |
8 |
| Deere & Co |
8 |
| Premier Fund Managers Ltd |
8 |
| BerganKDV Wealth Management, LLC |
8 |
| Placemark Investments, Inc. |
8 |
| Jane Street Holding, LLC |
8 |
| Sei Trust Co |
8 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
8 |
| Kepos Capital LP |
8 |
| Xact Kapitalforvaltning AB |
8 |
| Elkfork Partners LLC |
8 |
| Hughes Financial Services, LLC |
8 |
| Advisor Resource Council |
8 |
| Tiaa-cref Funds |
8 |
| Independent Advisor Alliance |
8 |
| Eagle Bay Advisors LLC |
8 |
| Dai-Ichi Life Insurance Company, Ltd |
8 |
| Cigna Investments Inc /new |
8 |
| Assured Investment Management LLC |
8 |
| Kb Financial Partners, Llc |
8 |
| Fieldpoint Private Securities, LLC |
8 |
| Whipplewood Advisors, LLC |
8 |
| Continuum Advisory, LLC |
8 |
| Csenge Advisory Group |
8 |
| Valeo Financial Advisors, LLC |
8 |
| Standard Life Aberdeen plc |
8 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
8 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
8 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
8 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
8 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
8 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
8 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
8 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
8 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
8 |
| SkyView Investment Advisors, LLC |
8 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
8 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
8 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
8 |
| Menta Capital Llc |
8 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
8 |
| Polar Capital Holdings Plc |
8 |
| Vontobel Holding Ltd. |
8 |
| BBVA USA Bancshares, Inc. |
8 |
| Nuveen Core Equity Alpha Fund |
8 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
8 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
8 |
| Old Mission Capital Llc |
8 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
8 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
8 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
8 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
8 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
8 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
8 |
| Levin Capital Strategies, L.p. |
8 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
8 |
| Cordant, Inc. |
8 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
8 |
| Agf Management Ltd |
8 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
8 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
8 |
| Veritable, L.P. |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
8 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
8 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
8 |
| RidgeWorth Capital Management LLC |
8 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
8 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
8 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
8 |
| SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF |
8 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
8 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
8 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
8 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
8 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
8 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
8 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
8 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
8 |
| Principia Wealth Advisory, LLC |
8 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
8 |
| Park Avenue Securities Llc |
8 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
8 |
| Summit Trail Advisors, Llc |
8 |
| We Are One Seven, LLC |
8 |
| Robeco Institutional Asset Management B.V. |
8 |
| Quantitative Investment Management, LLC |
8 |
| Procyon Private Wealth Partners, LLC |
8 |
| Meridian Wealth Partners, LLC |
8 |
| Arkadios Wealth Advisors |
8 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
8 |
| Barings Llc |
8 |
| Smithfield Trust Co |
8 |
| Alphacrest Capital Management Llc |
8 |
| Duality Advisers, Lp |
8 |
| Zions Bancorporation, N.A. |
8 |
| Td Private Client Wealth Llc |
8 |
| Vestcor Inc |
8 |
| Weld Capital Management Llc |
8 |
| Ossiam |
8 |
| Motco |
8 |
| Abound Wealth Management |
8 |
| Banque Cantonale Vaudoise |
8 |
| Machina Capital S.a.s. |
8 |
| Ieq Capital, Llc |
8 |
| Golden State Wealth Management, LLC |
8 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
8 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
8 |
| UMA Financial Services, Inc. |
8 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
8 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
8 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
8 |
| Glen Eagle Advisors, LLC |
8 |
| Smith Asset Management Group Lp |
8 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
8 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
8 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
8 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
8 |
| Segantii Capital Management Ltd |
8 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
8 |
| RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
8 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
8 |
| Soros Fund Management Llc |
8 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
8 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
| Sculptor Capital LP |
8 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
8 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
8 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
8 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
8 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
8 |
| Pentwater Capital Management LP |
8 |
| UYG - PROSHARES TRUST - ProShares Ultra Financials |
8 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
8 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
8 |
| VCGAX - VALIC Co I - Growth & Income Fund |
8 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
8 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
8 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
8 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
8 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
8 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
8 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
8 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
8 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
8 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
8 |
| RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
8 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
8 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
8 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
8 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
8 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
8 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
8 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
8 |
| J.w. Cole Advisors, Inc. |
8 |
| RMB Capital Management, LLC |
8 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
8 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
8 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
8 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
8 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
8 |
| WPG Advisers, LLC |
8 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
8 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
8 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
8 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
8 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
8 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
7 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
7 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
7 |
| Point72 Europe (London) LLP |
7 |
| Commonwealth Equity Services, Inc |
7 |
| Financiere des Professionnels - Fonds d,investissement inc. |
7 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
7 |
| PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
7 |
| Savant Capital, LLC |
7 |
| Northwestern Mutual Investment Management Company, Llc |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
7 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
7 |
| Mendota Financial Group, LLC |
7 |
| Longfellow Investment Management Co Llc |
7 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
7 |
| Brant Point Investment Management Llc |
7 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
7 |
| FNY Managed Accounts LLC |
7 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
7 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
7 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
7 |
| WealthStone, Inc. |
7 |
| VGLSX - VALIC Co I - Global Strategy Fund |
7 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
7 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
7 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
7 |
| Desjardins Global Asset Management Inc. |
7 |
| DecisionPoint Financial, LLC |
7 |
| Coastal Investment Advisors, Inc. |
7 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
7 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
7 |
| Scotia Capital Inc. |
7 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
7 |
| VCULX - VALIC Co I - Growth Fund |
7 |
| Oakbrook Investments Llc |
7 |
| TCTC Holdings, LLC |
7 |
| Earnest Partners Llc |
7 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
7 |
| Capital Bank & Trust Co |
7 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
7 |
| Benjamin Edwards Inc |
7 |
| Clinton Group Inc |
7 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
7 |
| Merit Financial Group, LLC |
7 |
| Ashton Thomas Private Wealth, LLC |
7 |
| Forsta Ap-fonden |
7 |
| DRW Securities, LLC |
7 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
7 |
| Exencial Wealth Advisors, Llc |
7 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
7 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
7 |
| Quaker Wealth Management, LLC |
7 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
7 |
| AE Wealth Management LLC |
7 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
7 |
| AHL Partners LLP |
7 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
7 |
| Portside Wealth Group, LLC |
7 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
7 |
| Norden Group Llc |
7 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
7 |
| Great Diamond Partners, LLC |
7 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
7 |
| Delpha Capital Management, Llc |
7 |
| HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
7 |
| Thoroughbred Financial Services, Llc |
7 |
| Capital Guardian Trust Co |
7 |
| Glen Harbor Capital Management LLC |
7 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
7 |
| Hexagon Capital Partners LLC |
7 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
7 |
| College Retirement Equities Fund |
7 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
7 |
| Sierra Ocean, Llc |
7 |
| Riverview Trust Co |
7 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
7 |
| Founders Financial Alliance, LLC |
7 |
| Profunds - Profund Vp Small-cap |
7 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
7 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
7 |
| North Star Investment Management Corp. |
7 |
| Altshuler Shaham Ltd |
7 |
| West Tower Group, LLC |
7 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
7 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
7 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
7 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
7 |
| Livforsakringsbolaget Skandia, Omsesidigt |
7 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
7 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
7 |
| Tiverton Asset Management Llc |
7 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
7 |
| ArrowMark Colorado Holdings LLC |
7 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
7 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
7 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
7 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
7 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
7 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
7 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
7 |
| Elo Mutual Pension Insurance Co |
7 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
7 |
| Lansforsakringar Fondforvaltning AB (publ) |
7 |
| Castleview Partners, Llc |
7 |
| JNBA Financial Advisors |
7 |
| Erste Asset Management GmbH |
7 |
| Riggs Asset Managment Co. Inc. |
7 |
| First Hawaiian Bank |
7 |
| Evergreen Capital Management Llc |
7 |
| Vanguard Index Funds |
7 |
| Investment Management Corp of Ontario |
7 |
| Hollencrest Capital Management |
7 |
| Front Row Advisors LLC |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
7 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
7 |
| Colonial Trust Advisors |
7 |
| DC Investments Management, LLC |
7 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
7 |
| Eudaimonia Partners, LLC |
7 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
7 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
7 |
| Wesbanco Bank Inc |
7 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
7 |
| Viking Global Investors Lp |
7 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
7 |
| Mitsubishi UFJ Trust & Banking Corp |
7 |
| Karp Capital Management Corp |
7 |
| Balentine LLC |
7 |
| Wayfinding Financial, LLC |
7 |
| Clark Capital Management Group, Inc. |
7 |
| Northwest & Ethical Investments L.P. |
7 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
7 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
7 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
7 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
7 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
7 |
| VisionPoint Advisory Group, LLC |
7 |
| Advisor Partners Llc |
7 |
| Meiji Yasuda Asset Management Co Ltd. |
7 |
| Janus Capital Management Llc |
7 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
7 |
| Old Mutual Global Investors (UK) Ltd. |
7 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
7 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
7 |
| Carolinas Wealth Consulting Llc |
7 |
| La Banque Postale Asset Management SA |
7 |
| DAVENPORT & Co LLC |
7 |
| Rivernorth Capital Management, Llc |
7 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
7 |
| ISAM Funds (UK) Ltd |
7 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
7 |
| Kilter Group LLC |
7 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
7 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
7 |
| Resona Asset Management Co.,Ltd. |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
7 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
7 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
7 |
| Bb&t Securities, Llc |
7 |
| Creative Financial Designs Inc /adv |
7 |
| Royce Value Trust Inc |
7 |
| Profunds - Profund Vp Ultrasmall-cap |
7 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
7 |
| Caas Capital Management Lp |
7 |
| Wealthfront Advisers Llc |
7 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
7 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
7 |
| Siemens Fonds Invest GmbH |
7 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
7 |
| Saudi Central Bank |
7 |
| Ascent Group, LLC |
7 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
7 |
| Worldquant Millennium Advisors Llc |
7 |
| Rsm Us Wealth Management Llc |
7 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
7 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
7 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
7 |
| Mycio Wealth Partners, Llc |
7 |
| First Capital Advisors Group, LLC. |
7 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
7 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
7 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
7 |
| PENN SERIES FUNDS INC - International Equity Fund |
7 |
| Associated Banc-corp |
7 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
7 |
| Fosun International Ltd |
7 |
| Heritage Wealth Advisors |
7 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
7 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
7 |
| FundVantage Trust - Verplanck Balanced Fund |
7 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
7 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
7 |
| Y.D. More Investments Ltd |
7 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
7 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
7 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
7 |
| Granahan Investment Management Inc/ma |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
7 |
| Gilder Gagnon Howe & Co Llc |
7 |
| Qsemble Capital Management, LP |
7 |
| Cromwell Holdings LLC |
7 |
| FinTrust Capital Advisors, LLC |
7 |
| Gamco Investors, Inc. Et Al |
7 |
| Brandywine Global Investment Management, LLC |
7 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
7 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
7 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
7 |
| Mbb Public Markets I Llc |
7 |
| CTC Alternative Strategies, Ltd. |
7 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
7 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
7 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
7 |
| First Personal Financial Services |
7 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
7 |
| AMG National Trust Bank |
7 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
7 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
7 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
7 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
7 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
7 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
7 |
| Regions Financial Corp |
7 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
7 |
| Ostrum Asset Management |
7 |
| HBK Sorce Advisory LLC |
7 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
7 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
7 |
| First Financial Corp /in/ |
7 |
| GV Financial Advisors |
7 |
| Mason Street Advisors, Llc |
7 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
7 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
7 |
| Activest Wealth Management |
7 |
| FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A |
7 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
7 |
| Tredje AP-fonden |
7 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
7 |
| Turner Investments, L.p. |
7 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
7 |
| Numerai GP LLC |
7 |
| Dixon Hughes Goodman Wealth Advisors LLC |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
7 |
| Symphony Asset Management Llc |
7 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
7 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
7 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
7 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
7 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
7 |
| Institutional & Family Asset Management, Llc |
7 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
7 |
| American Capital Advisory, LLC |
7 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
7 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
7 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
7 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
7 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
7 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
7 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
7 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
7 |
| SAC Capital Advisors LP |
7 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
7 |
| Tfo-tdc, Llc |
7 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
7 |
| BI Asset Management Fondsmaeglerselskab A/S |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
7 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
7 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
7 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
7 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
7 |
| Raleigh Capital Management Inc. |
7 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
7 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
7 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
7 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
7 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
7 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
7 |
| DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF |
7 |
| Arlington Trust Co LLC |
7 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
7 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
7 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
7 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
7 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
7 |
| Banque Pictet & Cie Sa |
7 |
| Susquehanna Portfolio Strategies, LLC |
7 |
| MCF Advisors LLC |
7 |
| Royal London Asset Management Ltd |
7 |
| Delphia (USA) Inc. |
7 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
7 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
7 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
7 |
| Wasatch Advisors Inc |
7 |
| Spot Trading L.L.C |
7 |
| Andra AP-fonden |
7 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
7 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
7 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
7 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
7 |
| Cape Investment Advisory, Inc. |
7 |
| Mercer Global Advisors Inc /adv |
7 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
7 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
7 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
7 |
| Scout Investments, Inc. |
7 |
| New Vernon Investment Management Llc |
7 |
| Ledyard National Bank |
7 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
7 |
| RFP Financial Group LLC |
7 |
| Candriam Luxembourg S.C.A. |
7 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
7 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
7 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
7 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
7 |
| Bayforest Capital Ltd |
7 |
| Wipfli Financial Advisors Llc, |
7 |
| Atria Wealth Solutions, Inc. |
7 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
7 |
| FJ Capital Management LLC |
7 |
| CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A |
7 |
| U.S. Capital Wealth Advisors, LLC |
7 |
| CX Institutional |
7 |
| Highline Wealth Partners Llc |
7 |
| CAPROCK Group, Inc. |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
7 |
| Mn Services Vermogensbeheer B.V. |
7 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
7 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
7 |
| Corient Capital Partners, LLC |
7 |
| Epoch Investment Partners, Inc. |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
7 |
| Cohen & Steers Select Preferred & Income Fund, Inc. |
7 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
7 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
7 |
| Castleark Management Llc |
7 |
| Achmea Investment Management B.V. |
7 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
7 |
| Covington Capital Management |
7 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
7 |
| Etf Managers Group, Llc |
7 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
7 |
| Artisan Partners Limited Partnership |
7 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
7 |
| JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV |
7 |
| Lido Advisors, LLC |
7 |
| Fulton Bank, N.a. |
7 |
| Moody National Bank Trust Division |
7 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
7 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
7 |
| United Capital Financial Advisers, Llc |
7 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
7 |
| Atomi Financial Group, Inc. |
7 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
7 |
| 111 Capital |
7 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
7 |
| USS Investment Management Ltd |
7 |
| Cohen & Steers Reit & Preferred Income Fund Inc |
7 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
7 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
7 |
| CWM Advisors, LLC |
7 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
7 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
7 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
7 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
7 |
| Avantax Advisory Services, Inc. |
7 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
7 |
| V-Square Quantitative Management LLC |
7 |
| Symmetry Partners, LLC |
7 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
7 |
| Qtron Investments LLC |
7 |
| Mount Yale Investment Advisors, LLC |
7 |
| JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I |
7 |
| LRI Investments, LLC |
7 |
| Bbva Usa |
7 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
7 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
7 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
7 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
7 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
7 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
7 |
| Silvercrest Asset Management Group Llc |
7 |
| Metis Global Partners, LLC |
7 |
| NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
7 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
7 |
| Wetzel Investment Advisors, Inc. |
7 |
| AGF Investments LLC |
7 |
| Tributary Capital Management, LLC |
7 |
| Kornitzer Capital Management Inc /ks |
7 |
| Forum Financial Management, LP |
7 |
| Kohmann Bosshard Financial Services, LLC |
7 |
| River Road Asset Management, LLC |
7 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
7 |
| Tucker Asset Management Llc |
7 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
7 |
| Rakuten Investment Management, Inc. |
7 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
7 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
7 |
| Parkwood LLC |
7 |
| Carillon Tower Advisers, Inc. |
7 |
| C M Bidwell & Associates Ltd |
7 |
| World Asset Management Inc |
7 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
7 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
7 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
7 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
7 |
| Hutchin Hill Capital, LP |
7 |
| Alaska Permanent Fund Corp |
7 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
7 |
| Winslow, Evans & Crocker, Inc. |
7 |
| Tortoise Investment Management, LLC |
7 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
7 |
| Janney Capital Management LLC |
7 |
| Comerica Securities,inc. |
7 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
7 |
| Virtus Investment Advisers, Inc. |
7 |
| IXG - iSHARES TRUST - iShares Global Financials ETF |
7 |
| Nissay Asset Management Corp /japan/ /adv |
7 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
7 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
7 |
| UniSuper Management Pty Ltd |
7 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
7 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
7 |
| Liontrust Investment Partners LLP |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
7 |
| Fiera Capital Corp |
7 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
7 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
7 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
7 |
| Westfield Capital Management Co Lp |
7 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
7 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
7 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
7 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
7 |
| Advisory Research Inc |
7 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
7 |
| Warren Averett Asset Management, LLC |
7 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
7 |
| Mizuho Securities Usa Llc |
7 |
| Gts Securities Llc |
7 |
| Opal Wealth Advisors, LLC |
7 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
7 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
7 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
7 |
| West Paces Advisors Inc. |
7 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
7 |
| Prescott Group Capital Management, L.l.c. |
7 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
6 |
| Zions Bancorporation |
6 |
| Wedmont Private Capital |
6 |
| Essex Investment Management Co Llc |
6 |
| Wexford Capital Lp |
6 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
6 |
| King Luther Capital Management Corp |
6 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
6 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
6 |
| Hanseatic Management Services Inc |
6 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
6 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
6 |
| Fortitude Advisory Group L.L.C. |
6 |
| Kestra Private Wealth Services, Llc |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
6 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
6 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
6 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
6 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
6 |
| Quinn Opportunity Partners LLC |
6 |
| Salem Investment Counselors Inc |
6 |
| AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
6 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
6 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
6 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
6 |
| Krane Funds Advisors LLC |
6 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
6 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
6 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
6 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
6 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
6 |
| Wealthfront Inc |
6 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
6 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
6 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
6 |
| Chartwell Investment Partners, Llc |
6 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
6 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
6 |
| Cumberland Partners Ltd |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
6 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
6 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
6 |
| Atlantic Union Bankshares Corp |
6 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
6 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
6 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
6 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
6 |
| XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund |
6 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
6 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
6 |
| Cable Hill Partners, LLC |
6 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
6 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
6 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
6 |
| RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF |
6 |
| Cetera Advisors LLC |
6 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
6 |
| Societe Generale |
6 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
6 |
| Patton Fund Management, Inc. |
6 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
6 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
6 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
6 |
| Moors & Cabot, Inc. |
6 |
| Strategic Wealth Partners, Ltd. |
6 |
| Kathmere Capital Management, LLC |
6 |
| McIlrath & Eck, LLC |
6 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
6 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
6 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
6 |
| Capital A Wealth Management, LLC |
6 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
6 |
| WR Wealth Planners, LLC |
6 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
6 |
| Colony Group Llc |
6 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
6 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
6 |
| Vise Technologies, Inc. |
6 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
6 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
6 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
6 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
6 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
6 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
6 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
6 |
| Dogwood Wealth Management LLC |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
6 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
6 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
6 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
6 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
6 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
6 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
6 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
6 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
6 |
| West Oak Capital, LLC |
6 |
| Brown Advisory Securities, LLC |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
6 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
6 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
6 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
6 |
| Harbour Capital Advisors, LLC |
6 |
| PENN SERIES FUNDS INC - Index 500 Fund |
6 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
6 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
6 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
6 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
6 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
6 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
6 |
| Foresters Investment Management Company, Inc. |
6 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
6 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
6 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
6 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
6 |
| Sigma Planning Corp |
6 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
6 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
6 |
| MMCAP International Inc. SPC |
6 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
6 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
6 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
6 |
| M&g Investment Management Ltd |
6 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
6 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
6 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
6 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
6 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
6 |
| EP Wealth Advisors, Inc. |
6 |
| Concurrent Investment Advisors, LLC |
6 |
| EULAV Asset Management |
6 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
6 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
6 |
| HighMark Wealth Management LLC |
6 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
6 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
6 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
6 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
6 |
| GoalVest Advisory LLC |
6 |
| Prime Capital Investment Advisors, LLC |
6 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
6 |
| Allred Capital Management, LLC |
6 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
6 |
| Mediolanum International Funds Ltd |
6 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
6 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
6 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
6 |
| PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. |
6 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
6 |
| Wunderlich Securities, Inc. |
6 |
| Chicago Partners Investment Group LLC |
6 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
6 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
6 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
6 |
| Avestar Capital, LLC |
6 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
6 |
| FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio |
6 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
6 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
6 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
6 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
6 |
| Ropes Wealth Advisors Llc |
6 |
| Boston Private Bank & Trust Co |
6 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
6 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
6 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
6 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
6 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
6 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
6 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
6 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
6 |
| AustralianSuper Pty Ltd |
6 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
6 |
| Peapack Gladstone Financial Corp |
6 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
6 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
6 |
| Axxcess Wealth Management, Llc |
6 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
6 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
6 |
| Simon Quick Advisors, Llc |
6 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
6 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
6 |
| FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund |
6 |
| CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF |
6 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
6 |
| Central Pacific Bank - Trust Division |
6 |
| Family Firm, Inc. |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
6 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
6 |
| Financial Advocates Investment Management |
6 |
| K2 Principal Fund, L.p. |
6 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
6 |
| First Command Advisory Services, Inc. |
6 |
| HWG Holdings LP |
6 |
| AMF Pensionsforsakring AB |
6 |
| Harbor Advisors LLC |
6 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
6 |
| Capital International Sarl |
6 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
6 |
| Wetherby Asset Management Inc |
6 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
6 |
| Sequoia Financial Advisors, LLC |
6 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
6 |
| Stoneridge Investment Partners Llc |
6 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
6 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
6 |
| Turtle Creek Wealth Advisors, LLC |
6 |
| ASR Vermogensbeheer N.V. |
6 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
6 |
| Vinva Investment Management Ltd |
6 |
| Dakota Wealth Management |
6 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
6 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
6 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
6 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
6 |
| IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF |
6 |
| Gateway Investment Advisers Llc |
6 |
| Mufg Securities Americas Inc. |
6 |
| Tlp Group Llc |
6 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
6 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
6 |
| Tuttle Tactical Management LLC |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
6 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
6 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
6 |
| Maverick Capital Ltd |
6 |
| Cooper Investors Pty Ltd |
6 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
6 |
| CenterStar Fund, LLC |
6 |
| High Note Wealth, LLC |
6 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
6 |
| Geneva Advisors, LLC |
6 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
6 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
6 |
| E. Ohman J:or Asset Management AB |
6 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
6 |
| Timber Hill LLC |
6 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
6 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
6 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
6 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
6 |
| Vigilant Capital Management, LLC |
6 |
| River & Mercantile Asset Management Llp |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
6 |
| Valued Wealth Advisors LLC |
6 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
6 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
6 |
| C WorldWide Group Holding A/S |
6 |
| Independent Portfolio Consultants, Inc. |
6 |
| Allstate Investment Management Co |
6 |
| Athanor Capital, Lp |
6 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
6 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
6 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
6 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
6 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
| Concord Wealth Partners |
6 |
| Interchange Capital Partners, LLC |
6 |
| BLPIX - Profunds - Bull Profund Investor Class |
6 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
6 |
| Avanza Fonder AB |
6 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
6 |
| Czech National Bank |
6 |
| Yakira Capital Management, Inc. |
6 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
6 |
| Markel Corp |
6 |
| Capital Investment Advisory Services, LLC |
6 |
| JJJ Advisors Inc. |
6 |
| Carlson Capital L P |
6 |
| Vanguard World Fund |
6 |
| Zurich Insurance Group Ltd/FI |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
6 |
| BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional |
6 |
| Red Door Wealth Management, LLC |
6 |
| PGGM Investments |
6 |
| Pensionmark Financial Group, Llc |
6 |
| Oliver Lagore Vanvalin Investment Group |
6 |
| Periscope Capital Inc. |
6 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class |
6 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
6 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
6 |
| NEOS Investment Management LLC |
6 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
6 |
| FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF |
6 |
| Dunhill Financial, LLC |
6 |
| Brighton Jones Llc |
6 |
| Buckingham Strategic Partners |
6 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
6 |
| First Citizens Bank & Trust Co |
6 |
| Qrg Capital Management, Inc. |
6 |
| Cassady Schiller Wealth Management, LLC |
6 |
| Consolidated Planning Corp |
6 |
| Emerald Mutual Fund Advisers Trust |
6 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
6 |
| TimesSquare Capital Management, LLC |
6 |
| Adviser Investments LLC |
6 |
| Global X Management CO LLC |
6 |
| Curian Capital Llc |
6 |
| HighVista Strategies LLC |
6 |
| Standard Family Office LLC |
6 |
| Glg Llc |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
6 |
| Advisor Partners Ii, Llc |
6 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
6 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
6 |
| Profunds - Profund Vp Ultrabull |
6 |
| Pine River Capital Management L.P. |
6 |
| NorthCoast Asset Management LLC |
6 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
6 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
6 |
| Brewin Dolphin Ltd |
6 |
| DoubleLine ETF Adviser LP |
6 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
6 |
| Echo Street Capital Management LLC |
6 |
| Banco Santander, S.A. |
6 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
6 |
| GHP Investment Advisors, Inc. |
6 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
6 |
| Systematic Financial Management Lp |
6 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
6 |
| Alphasimplex Group, Llc |
6 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
| IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF |
6 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
6 |
| Angelo Gordon & Co., L.p. |
6 |
| Longboard Asset Management, LP |
6 |
| Sunbelt Securities, Inc. |
6 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
6 |
| Private Wealth Asset Management, LLC |
6 |
| Old Mutual Customised Solutions (proprietary) Ltd |
6 |
| B. Metzler seel. Sohn & Co. Holding AG |
6 |
| Childress Capital Advisors, Llc |
6 |
| Santa Fe Partners LLC |
6 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
6 |
| IHT Wealth Management, LLC |
6 |
| Blackrock Ltd Duration Income Trust |
6 |
| Meadow Creek Investment Management LLC |
6 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
6 |
| FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF |
6 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
6 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
6 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
6 |
| Coppell Advisory Solutions LLC |
6 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
6 |
| VCBDX - VALIC Co I - Core Bond Fund |
6 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
6 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
6 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
6 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
6 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
6 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
6 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
6 |
| PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 |
6 |
| Ritholtz Wealth Management |
6 |
| Profunds - Profund Vp Bull |
6 |
| Financial Gravity Companies, Inc. |
6 |
| GFG Capital, LLC |
6 |
| Almanack Investment Partners, LLC. |
6 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
6 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
6 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
6 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
6 |
| DT Investment Partners, LLC |
6 |
| Waratah Capital Advisors Ltd. |
6 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
6 |
| HighPoint Advisor Group LLC |
6 |
| Journey Strategic Wealth Llc |
6 |
| Whitebox Advisors Llc |
6 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
6 |
| YorkBridge Wealth Partners, LLC |
6 |
| Citizens Financial Group Inc/ri |
6 |
| Greenleaf Trust |
6 |
| Lombard Odier Asset Management (USA) Corp |
6 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
6 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
6 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
6 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
6 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
6 |
| Chevy Chase Trust Holdings, Inc. |
6 |
| Farringdon Capital, Ltd. |
6 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
6 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
6 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
6 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
6 |
| National Pension Service |
6 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
6 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
6 |
| Sageworth Trust Co |
6 |
| JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I |
6 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
6 |
| Nfj Investment Group, Llc |
6 |
| BDO Wealth Advisors, LLC |
6 |
| Evermay Wealth Management Llc |
6 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
6 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
6 |
| Pendal Group Ltd |
6 |
| JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund |
6 |
| Optimum Investment Advisors |
6 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
6 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
6 |
| Bb&t Investment Services, Inc. |
6 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
6 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
6 |
| Mesirow Financial Investment Management, Inc. |
6 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
6 |
| Donoghue Forlines LLC |
6 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
6 |
| Capital International Inc /ca/ |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
6 |
| Usca Ria Llc |
6 |
| Pinnacle Associates Ltd |
6 |
| NewEdge Wealth, LLC |
6 |
| Icon Advisers Inc/co |
6 |
| Lincoln National Corp |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
6 |
| Highstreet Asset Management Inc. |
6 |
| Mizuho Securities Usa Llc |
6 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
6 |
| Cerebellum GP, LLC |
6 |
| Lester Murray Antman dba SimplyRich |
6 |
| AXS Investments LLC |
6 |
| Capitolis Advisors LLC |
6 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
6 |
| First New York Securities Llc /ny |
6 |
| Arlington Partners LLC |
6 |
| Mutual Advisors, LLC |
6 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
6 |
| DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund |
6 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
6 |
| Kings Point Capital Management |
6 |
| Centaurus Financial, Inc. |
6 |
| CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund |
6 |
| Spdr S&p 500 Etf Trust |
6 |
| Howard Hughes Medical Institute |
6 |
| Cynosure Management, Llc |
6 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
6 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
6 |
| Northwest Investment Counselors, Llc |
6 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
6 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
6 |
| Capula Management Ltd |
6 |
| OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
6 |
| Glenmede Investment Management, LP |
6 |
| Kingsview Wealth Management, LLC |
6 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
6 |
| Regent Peak Wealth Advisors LLC |
6 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
6 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
6 |
| CenterStar Asset Management, LLC |
6 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
6 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
6 |
| Cornercap Investment Counsel Inc |
6 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
6 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
6 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
6 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
6 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
6 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
6 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
6 |
| Samlyn Capital, Llc |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
6 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
6 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
6 |
| Gladstone Institutional Advisory LLC |
6 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
6 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
6 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
6 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
6 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
6 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
6 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
6 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
6 |
| Hartford Investment Management Co |
6 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
6 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
6 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
6 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
6 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
6 |
| Polar Capital LLP |
6 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
6 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
6 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
6 |
| AIA Investment Management Private Ltd |
6 |
| Caxton Associates Llp |
6 |
| Artemis Investment Management LLP |
6 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
6 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
6 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
6 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
6 |
| Checchi Capital Advisers, LLC |
6 |
| Quest Capital Management Inc /adv |
6 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
6 |
| Profunds - Profund Vp Large-cap Growth |
6 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
6 |
| Fort, L.p. |
6 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
6 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
6 |
| Peak6 Llc |
6 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
6 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
6 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
6 |
| Neo Ivy Capital Management |
6 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
6 |
| My Personal CFO, LLC |
6 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
6 |
| Garde Capital, Inc. |
6 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
6 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
6 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
6 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
6 |
| Tobam |
6 |
| Bp Plc |
6 |
| EverPoint Asset Management, LLC |
6 |
| Otter Creek Advisors, LLC |
6 |
| WFG Advisors, LP |
6 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
6 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
6 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
6 |
| Profunds - Profund Vp Large-cap Value |
6 |
| Onefund, Llc |
6 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
6 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
6 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
6 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
6 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
6 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
6 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
6 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
6 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
6 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
6 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
6 |
| Wilbanks Smith & Thomas Asset Management Llc |
6 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
6 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
6 |
| Kentucky Retirement Systems Insurance Trust Fund |
6 |
| Argent Trust Co |
6 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
6 |
| Aptus Capital Advisors, LLC |
6 |
| ICONIQ Capital, LLC |
6 |
| Meeder Advisory Services, Inc. |
6 |
| Register Financial Advisors LLC |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
6 |
| New England Securities Corp /MA/ |
6 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
6 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
6 |
| Deerfield Management Company, L.p. (series C) |
6 |
| Equitable Holdings, Inc. |
6 |
| Operose Advisors LLC |
6 |
| CWA Asset Management Group, LLC |
6 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
6 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
6 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
6 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
6 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
6 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
6 |
| Acrisure Capital Management, LLC |
6 |
| Princeton Global Asset Management LLC |
6 |
| Monashee Investment Management LLC |
6 |
| Sheets Smith Wealth Management |
6 |
| FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF |
6 |
| Kestra Investment Management, LLC |
6 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
6 |
| Empirical Asset Management, LLC |
6 |
| Modera Wealth Management, LLC |
6 |
| Johnson Investment Counsel Inc |
6 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
6 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
6 |
| MQS Management LLC |
6 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
6 |
| Redpoint Investment Management Pty Ltd |
6 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
6 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
6 |
| WealthTrak Capital Management LLC |
6 |
| Rivernorth Opportunities Fund, Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
6 |
| QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund |
6 |
| Simplicity Wealth,LLC |
6 |
| JIGDX - John Hancock Funds II - Global Bond Fund Class 1 |
6 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
6 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
6 |
| Amplius Wealth Advisors, LLC |
6 |
| Kovitz Investment Group Partners, LLC |
6 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
6 |
| Kentucky Retirement Systems |
6 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
6 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
6 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
6 |
| Gerber Kawasaki Wealth & Investment Management |
6 |
| Kore Private Wealth LLC |
6 |
| Syntal Capital Partners, LLC |
6 |
| Gupta Wealth Management LLC |
6 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
6 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
6 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
6 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
6 |
| Sentry Investment Management Llc |
6 |
| CenterBook Partners LP |
6 |
| Park National Corp /oh/ |
6 |
| QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund |
6 |
| Great Valley Advisor Group, Inc. |
6 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
6 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
6 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
6 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
6 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
6 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
6 |
| Index Management Solutions, LLC |
6 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
6 |
| Railway Pension Investments Ltd |
6 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
6 |
| Washington Trust Advisors, Inc. |
6 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
6 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
6 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
6 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
6 |
| Valley National Advisers Inc |
6 |
| iA Global Asset Management Inc. |
6 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
6 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
6 |
| Wealthcare Capital Management Llc |
6 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
6 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
6 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
6 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
6 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
6 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
6 |
| IMC-Chicago, LLC |
6 |
| Raiffeisen Bank International AG |
6 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
6 |
| Savior LLC |
6 |
| Beacon Capital Management, LLC |
6 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
6 |
| William Blair Investment Management, Llc |
6 |
| Swedbank AB |
6 |
| CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 |
6 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
6 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
6 |
| Princeton Alpha Management LP |
6 |
| Leuthold Group, Llc |
6 |
| Mizuho Trust & Banking Co., Ltd. |
6 |
| Irish Life Investment Managers Ltd. |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
6 |
| Pitcairn Co |
6 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
6 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio |
6 |
| Trust Asset Management LLC |
6 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
6 |
| Focused Wealth Management, Inc |
6 |
| Private Ocean, LLC |
6 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
6 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
6 |
| Atticus Wealth Management, Llc |
6 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
6 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
6 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
6 |
| Weiss Strategic Interval Fund |
6 |
| Cary Street Partner Investment Advisory Llc |
6 |
| Verdence Capital Advisors LLC |
6 |
| Shaolin Capital Management LLC |
6 |
| Norinchukin Bank, The |
6 |
| Chilton Investment Co Llc |
6 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
6 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
6 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
6 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
6 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
6 |
| Clear Street Llc |
6 |
| Symmetry Peak Management Llc |
6 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
6 |
| VSTIX - VALIC Co I - Stock Index Fund |
6 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
6 |
| VBCVX - VALIC Co I - Systematic Value Fund |
6 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
6 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
5 |
| IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class |
5 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
5 |
| Tealwood Asset Management Inc |
5 |
| Asahi Life Asset Management Co., Ltd. |
5 |
| PRW Wealth Management LLC |
5 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
5 |
| Wealth Alliance |
5 |
| Seeyond |
5 |
| Alera Investment Advisors, LLC |
5 |
| Ashton Thomas Securities, Llc |
5 |
| O'Shares Investment Advisers, LLC |
5 |
| Pinz Capital Management, LP |
5 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
5 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
5 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
5 |
| Harvest Investment Services, LLC |
5 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class |
5 |
| Mawer Investment Management Ltd. |
5 |
| CBIZ Investment Advisory Services, LLC |
5 |
| Marks Group Wealth Management, Inc |
5 |
| Wealthspire Advisors, LLC |
5 |
| Key FInancial Inc |
5 |
| Junto Capital Management LP |
5 |
| Claro Advisors LLC |
5 |
| FJ Investments, LLC |
5 |
| Edge Capital Group, LLC |
5 |
| Busey Wealth Management |
5 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
5 |
| Carolina Wealth Advisors, LLC |
5 |
| Integrated Advisors Network LLC |
5 |
| Steel Peak Wealth Management LLC |
5 |
| S-Bank Fund Management Ltd |
5 |
| LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class |
5 |
| Next Century Growth Investors Llc |
5 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
5 |
| SRB Corp |
5 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
5 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
5 |
| San Francisco Sentry Investment Group (ca) |
5 |
| Advisory Alpha, LLC |
5 |
| Gq Asset Management, Llc |
5 |
| GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund |
5 |
| Stonebridge Capital Advisors LLC |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
5 |
| Zimmer Partners, LP |
5 |
| Toews Corp /adv |
5 |
| 1st Global Advisors, Inc. |
5 |
| Industrial Alliance Investment Management Inc. |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
5 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
5 |
| Vantagepoint Funds |
5 |
| J. Safra Sarasin Holding AG |
5 |
| Evercore Wealth Management, LLC |
5 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
5 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
5 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
5 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
5 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
5 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
5 |
| Gibbs Wealth Management |
5 |
| Stifel Nicolaus & Co Inc \mo\ |
5 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
5 |
| SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF |
5 |
| XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
5 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
5 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
5 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
5 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
5 |
| POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
5 |
| Sumitomo Life Insurance Co |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
5 |
| Wedbush Securities Inc |
5 |
| SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
5 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
5 |
| Nations Financial Group Inc, /ia/ /adv |
5 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
5 |
| Highlander Capital Management, LLC |
5 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
5 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
5 |
| FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor |
5 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
5 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
5 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
5 |
| Confluence Investment Management Llc |
5 |
| Ativo Capital Management LLC |
5 |
| Institutional Investment Strategy Fund |
5 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
5 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
5 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II |
5 |
| Miracle Mile Advisors, LLC |
5 |
| Gladius Capital Management LP |
5 |
| Klingman & Associates, LLC |
5 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
5 |
| Schonfeld Group Holdings LLC |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
5 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
5 |
| Winfield Associates, Inc. |
5 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
5 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
5 |
| Fiduciary Trust Co |
5 |
| Kerrisdale Advisers, LLC |
5 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
5 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
5 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
5 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
5 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
5 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
5 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
5 |
| Edmond De Rothschild Holding S.a. |
5 |
| Perigon Wealth Management, LLC |
5 |
| Pinnacle Financial Partners Inc |
5 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
5 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
5 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
5 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
5 |
| Decade Capital Management Llc |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
5 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
5 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
5 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
5 |
| New Covenant Trust Company, N.A. |
5 |
| WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class |
5 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
5 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
5 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
5 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
5 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
5 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
5 |
| City National Bank |
5 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
5 |
| Sanctuary Wealth Advisors, LLC |
5 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
5 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
5 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
5 |
| Montag A & Associates Inc |
5 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
5 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
5 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
5 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
5 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
5 |
| Baird Robert W & Co Inc /wi/ |
5 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
5 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
5 |
| Reuter James Wealth Management, Llc |
5 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
5 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
5 |
| IFC Advisors LLC |
5 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
5 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
5 |
| Northeast Financial Consultants Inc |
5 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
5 |
| Chilton Capital Management Llc |
5 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
5 |
| GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
5 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
5 |
| Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
5 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
5 |
| D'Orazio & Associates, Inc. |
5 |
| KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF |
5 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
5 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
5 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
5 |
| Legg Mason Investment Counsel, LLC |
5 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
5 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
5 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
5 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
| EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds |
5 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
5 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
5 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
5 |
| SummitTX Capital, L.P. |
5 |
| Honeywell International Inc |
5 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
5 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
5 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
5 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
5 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
5 |
| Intrepid Capital Management Inc |
5 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
5 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
5 |
| Kula Investments, LLC |
5 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
5 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
5 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
5 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
5 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
5 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
5 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
5 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
5 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
5 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
5 |
| Eastern Bank |
5 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
5 |
| Wealthcare Advisory Partners LLC |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
5 |
| Psagot Investment House Ltd. |
5 |
| Nova Wealth Management, Inc. |
5 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
5 |
| Destination Wealth Management |
5 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
5 |
| Stux Capital Management, LLC |
5 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
5 |
| Sone Capital Management, LLC |
5 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
5 |
| Partnervest Advisory Services LLC |
5 |
| Smith Group Asset Management, LLC |
5 |
| Peregrine Capital Management Llc |
5 |
| Generali Asset Management SPA SGR |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
5 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
5 |
| Glazer Capital, Llc |
5 |
| Osterweis Capital Management Inc |
5 |
| Jacobi Capital Management LLC |
5 |
| Wedge Capital Management L L P/nc |
5 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
5 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
5 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
5 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class |
5 |
| K.J. Harrison & Partners Inc |
5 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
5 |
| Dsm Capital Partners Llc |
5 |
| Shine Investment Advisory Services Inc |
5 |
| Endeavour Capital Advisors Inc |
5 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
5 |
| Lecap Asset Management Ltd |
5 |
| Capital International Ltd /ca/ |
5 |
| Sapient Capital Llc |
5 |
| Atala Financial Inc |
5 |
| Ckw Financial Group |
5 |
| Joel Isaacson & Co., LLC |
5 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
5 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
5 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
5 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
5 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
5 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
5 |
| FNY Partners Fund LP |
5 |
| Avantax Planning Partners, Inc. |
5 |
| HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
5 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
5 |
| Putnam Fl Investment Management Co |
5 |
| WestEnd Advisors, LLC |
5 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
5 |
| DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF |
5 |
| Duncker Streett & Co Inc |
5 |
| Charter Trust Co |
5 |
| FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
5 |
| TD Capital Management LLC |
5 |
| Transamerica Financial Advisors, Inc. |
5 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
5 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
5 |
| Meridian Wealth Management, LLC |
5 |
| Mechanics Bank Trust Department |
5 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
5 |
| Mount Lucas Management LP |
5 |
| Dynamic Advisor Solutions LLC |
5 |
| Hilltop Holdings Inc. |
5 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
5 |
| Northwest Financial Advisors |
5 |
| Regentatlantic Capital Llc |
5 |
| Strategy Asset Managers Llc |
5 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
| Tower Bridge Advisors |
5 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
5 |
| Total Investment Management Inc |
5 |
| Eisler Capital (UK) Ltd. |
5 |
| Moran Wealth Management, LLC |
5 |
| Wright Investors Service Inc |
5 |
| WASHINGTON TRUST Co |
5 |
| Emerald Advisers, Llc |
5 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class |
5 |
| Moloney Securities Asset Management, LLC |
5 |
| Level Four Advisory Services, Llc |
5 |
| Tyers Asset Management LLC |
5 |
| Neuburgh Advisers LLC |
5 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
5 |
| DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class |
5 |
| City Holding Co |
5 |
| Delta Asset Management Llc/tn |
5 |
| IFM Investors Pty Ltd |
5 |
| Bryn Mawr Capital Management Inc |
5 |
| Counterpoint Mutual Funds LLC |
5 |
| Tompkins Financial Corp |
5 |
| Heritage Wealth Management, Llc |
5 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
5 |
| Empower Advisory Group, LLC |
5 |
| SpiderRock Advisors, LLC |
5 |
| Alliance Wealth Advisors, LLC /UT |
5 |
| Baldwin Brothers Inc/ma |
5 |
| Van Hulzen Asset Management, LLC |
5 |
| COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
5 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| FourThought Financial Partners, LLC |
5 |
| COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares |
5 |
| Pennsylvania Trust Co |
5 |
| Sargent Bickham Lagudis LLC |
5 |
| Boyd Watterson Asset Management Llc/oh |
5 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
5 |
| AlphaStar Capital Management, LLC |
5 |
| Hennessy Advisors Inc |
5 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
5 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
5 |
| Weaver C. Barksdale & Associates, Inc. |
5 |
| SG3 Management, LLC |
5 |
| Price Wealth Management, Inc. |
5 |
| G2 Investment Partners Management LLC |
5 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
5 |
| James Investment Research Inc |
5 |
| TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I |
5 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
5 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
5 |
| Cowen Group, Inc. |
5 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
5 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
5 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| Claymore Exchange-traded Fund Trust |
5 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
5 |
| Mayflower Financial Advisors, LLC |
5 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
5 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
5 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
5 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
5 |
| Fenimore Asset Management Inc |
5 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
5 |
| Degroof Petercam Asset Management |
5 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
5 |
| Binnacle Investments Inc |
5 |
| Select Equity Group, L.P. |
5 |
| Oakworth Capital, Inc. |
5 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
5 |
| Fidelis Capital Partners, LLC |
5 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
5 |
| Stonebridge Financial Group, LLC |
5 |
| JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
5 |
| I.g. Investment Management, Ltd. |
5 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
5 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
5 |
| Cary Street Partners Financial Llc |
5 |
| GMEZX - GuideStone Funds - Impact Equity Fund Investor |
5 |
| SOA Wealth Advisors, LLC. |
5 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
5 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
5 |
| Plato Investment Management Ltd |
5 |
| Blackrock Debt Strategies Fund, Inc. |
5 |
| Blackrock Core Bond Trust |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
5 |
| Webster Bank, N. A. |
5 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
5 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
5 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
5 |
| STRV - EA Series Trust - Strive 500 ETF |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
5 |
| CR Intrinsic Investors, LLC |
5 |
| Nuveen Preferred & Income Opportunities Fund |
5 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
5 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
5 |
| Telemus Capital, Llc |
5 |
| Caitlin John, LLC |
5 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
5 |
| Waddell & Reed Financial Inc |
5 |
| ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF |
5 |
| Ghisallo Capital Management LLC |
5 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
5 |
| Liberty Mutual Group Asset Management Inc. |
5 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
5 |
| Dorsey & Whitney Trust CO LLC |
5 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
5 |
| Schechter Investment Advisors, LLC |
5 |
| Tradition Wealth Management, LLC |
5 |
| Boreal Capital Management LLC |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
5 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
5 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
5 |
| Ogorek Anthony Joseph /ny/ /adv |
5 |
| Romano Brothers And Company |
5 |
| Champlain Investment Partners, LLC |
5 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
5 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
5 |
| Perkins Coie Trust Co |
5 |
| Ing Groep Nv |
5 |
| First United Bank Trust/ |
5 |
| Highland Capital Management, Llc |
5 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
5 |
| Board of the Pension Protection Fund |
5 |
| Annapolis Financial Services, LLC |
5 |
| Gofen & Glossberg Llc /il/ |
5 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
5 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
5 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
5 |
| Core Bond Portfolio - Core Bond Portfolio |
5 |
| CBOE Vest Financial, LLC |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| Full18 Capital LLC |
5 |
| Capital Analysts, Inc. |
5 |
| Mark Sheptoff Financial Planning, Llc |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
5 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
5 |
| RWM Asset Management, LLC |
5 |
| Highland Capital Management Lp |
5 |
| GPS Wealth Strategies Group, LLC |
5 |
| Baker Tilly Financial, Llc |
5 |
| E Fund Management Co., Ltd. |
5 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
5 |
| Dynamic Technology Lab Pte Ltd |
5 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
5 |
| WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF |
5 |
| Lenox Wealth Advisors, LLC |
5 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
5 |
| Addison Advisors LLC |
5 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
5 |
| CHICAGO TRUST Co NA |
5 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
5 |
| Brinker Capital Inc |
5 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
5 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
5 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
5 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
5 |
| PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A |
5 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
5 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
5 |
| Sage Mountain Advisors LLC |
5 |
| JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
5 |
| Denali Advisors Llc |
5 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
5 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
5 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
5 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
5 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
5 |
| Pittenger & Anderson Inc |
5 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
5 |
| AlphaMark Advisors, LLC |
5 |
| P Schoenfeld Asset Management Lp |
5 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
5 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| Fairway Wealth LLC |
5 |
| Cambridge Trust Co |
5 |
| FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
5 |
| Clean Yield Group |
5 |
| Oppenheimer Etf Trust |
5 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
5 |
| FLDZ - Listed Funds Trust - RiverNorth Patriot ETF |
5 |
| Paces Ferry Wealth Advisors, Llc |
5 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
5 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
5 |
| Portolan Capital Management, LLC |
5 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
5 |
| Prudential Short Duration High Yield Fund, Inc. |
5 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
5 |
| Tennessee Valley Asset Management Partners |
5 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
5 |
| Beaird Harris Wealth Management, LLC |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares |
5 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
5 |
| Diamond Hill Capital Management Inc |
5 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
5 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
5 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
5 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
5 |
| Voisard Asset Management Group, Inc. |
5 |
| Baader Bank INC |
5 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
5 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
5 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
5 |
| Ausdal Financial Partners, Inc. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
5 |
| FormulaFolio Investments, LLC |
5 |
| First Horizon Corp |
5 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
5 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
5 |
| Granite Investment Partners, LLC |
5 |
| SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
5 |
| Cowen Prime Services LLC |
5 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
5 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
| Tfs Capital Investment Trust |
5 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
5 |
| 1620 Investment Advisors, Inc. |
5 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
5 |
| Torray Llc |
5 |
| Compagnie Lombard Odier SCmA |
5 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
5 |
| Old Second National Bank Of Aurora |
5 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
5 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
5 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
5 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
5 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
5 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
5 |
| TrimTabs Asset Management, LLC |
5 |
| Cherry Tree Wealth Management, LLC |
5 |
| SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
5 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
5 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
5 |
| Blackrock Credit Allocation Income Trust |
5 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
5 |
| Blackrock Multi-sector Income Trust |
5 |
| Fund Management at Engine No. 1 LLC |
5 |
| Shapiro Robert N |
5 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
5 |
| STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
5 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
5 |
| Blackstone Group Inc |
5 |
| LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class |
5 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
5 |
| Ameriflex Group, Inc. |
5 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
5 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
5 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
5 |
| Washington Trust Bank |
5 |
| Hallmark Capital Management Inc |
5 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
5 |
| Fortress Investment Group LLC |
5 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
5 |
| Old National Bancorp /in/ |
5 |
| FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
| Gideon Capital Advisors, Inc. |
5 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
5 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
5 |
| Pembroke Management, LTD |
5 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
5 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
5 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
5 |
| TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 |
5 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
5 |
| TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
5 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
5 |
| FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF |
5 |
| Spring Creek Capital Llc |
5 |
| Core Alternative Capital |
5 |
| National Planning Corp |
5 |
| Rathbone Brothers plc |
5 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
5 |
| Safeguard Financial, LLC |
5 |
| Herndon Capital Management Llc |
5 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
5 |
| Bruderman Asset Management, LLC |
5 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
5 |
| Columbus Circle Investors |
5 |
| Albion Financial Group /ut |
5 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
5 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
5 |
| Columbia Partners L L C Investment Management |
5 |
| Painted Porch Advisors LLC |
5 |
| Intrust Bank Na |
5 |
| Bedel Financial Consulting, Inc. |
5 |
| tru Independence LLC |
5 |
| Legacy Financial Advisors, Inc. |
5 |
| ORG Wealth Partners, LLC |
5 |
| Gryphon Financial Partners LLC |
5 |
| Trustcore Financial Services, Llc |
5 |
| Redwood Investment Management, Llc |
5 |
| Bank Julius Baer & Co. Ltd, Zurich |
5 |
| Symphony Financial, Ltd. Co. |
5 |
| Kaizen Advisory, Llc |
5 |
| Icon Wealth Partners, LLC |
5 |
| Glg Inc. |
5 |
| ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
5 |
| First Eagle Investment Management, LLC |
5 |
| Truewealth Llc |
5 |
| Graypoint LLC |
5 |
| MANA Advisors LLC |
5 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
5 |
| Sound Income Strategies, LLC |
5 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
5 |
| Douglass Winthrop Advisors, LLC |
5 |
| BOK Financial Private Wealth, Inc. |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
5 |
| Cookson Peirce & Co Inc |
5 |
| Cowen And Company, Llc |
5 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
5 |
| Game Creek Capital, LP |
5 |
| First Allied Advisory Services, Inc. |
5 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
5 |
| RMR Wealth Builders |
5 |
| Centerpoint Advisors, LLC |
5 |
| Colony Group, LLC |
5 |
| Nvwm, Llc |
5 |
| TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF |
5 |
| Park Square Financial Group, LLC |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
5 |
| Emerald Investment Partners, Llc |
5 |
| YHB Investment Advisors, Inc. |
5 |
| Southside Capital, Llc |
5 |
| Chicago Capital, LLC |
5 |
| Rossby Financial, LCC |
5 |
| Integrated Investment Consultants, LLC |
5 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
5 |
| EAM Global Investors LLC |
5 |
| Unigestion Holding SA |
5 |
| Cognios Beta Neutral Large Cap Fund, Lp |
5 |
| FSA Wealth Management LLC |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
5 |
| Dynamic Capital Management Ltd |
5 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
5 |
| Basso Capital Management, L.p. |
5 |
| Equitable Trust Co |
5 |
| Altfest L J & Co Inc |
5 |
| Transcend Wealth Collective, Llc |
5 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
5 |
| AIA Group Ltd |
5 |
| SECOR Capital Advisors, LP |
5 |
| Deseret Mutual Benefit Administrators |
5 |
| Prospector Partners Llc |
5 |
| GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class |
5 |
| Analytic Investors, LLC |
5 |
| Nachman Norwood & Parrott, Inc |
5 |
| Center for Financial Planning, Inc. |
5 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
5 |
| EA Series Trust |
5 |
| Evolution Wealth Advisors, LLC |
5 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
5 |
| Bellevue Asset Management, Llc |
5 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
5 |
| Absolute Return Capital, LLC |
5 |
| Column Capital Advisors, LLC |
5 |
| Personal Wealth Partners |
5 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
5 |
| Summit Financial, LLC |
5 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
5 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
5 |
| Tdam Usa Inc. |
5 |
| Virtus ETF Advisers LLC |
5 |
| Arabesque Asset Management Ltd |
5 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
5 |
| Maple Securities Usa Inc |
4 |
| Greykasell Wealth Strategies, Inc. |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
4 |
| Mascoma Wealth Management LLC |
4 |
| Guardian Life Insurance Co Of America |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
4 |
| Camarda Financial Advisors, LLC |
4 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
4 |
| PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 |
4 |
| Lake Street Advisors Group, Llc |
4 |
| Exxonmobil Investment Management Inc /tx |
4 |
| PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 |
4 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
4 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
4 |
| Williams Jones Wealth Management, LLC. |
4 |
| Bamco Inc /ny/ |
4 |
| Tradewinds Capital Management, LLC |
4 |
| Meiji Yasuda Life Insurance Co |
4 |
| Cranbrook Wealth Management, LLC |
4 |
| Pfs Investments Inc. |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund |
4 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
4 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
4 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
4 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
4 |
| Tri-continental Corp |
4 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
4 |
| Grey Fox Wealth Advisors, LLC |
4 |
| FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund |
4 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
4 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
4 |
| Lenox Wealth Management, Inc. |
4 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
4 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
4 |
| Baystate Wealth Management LLC |
4 |
| Edge Wealth Management LLC |
4 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
4 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
4 |
| Aaron Wealth Advisors LLC |
4 |
| American Trust |
4 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
4 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
4 |
| LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF |
4 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
4 |
| Winton Capital Management Ltd |
4 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
4 |
| Grey Street Capital, LLC |
4 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
4 |
| Connecticut Wealth Management, LLC |
4 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
| IMG Wealth Management, Inc. |
4 |
| Abich Financial Wealth Management LLC |
4 |
| MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
4 |
| Ellis Investment Partners, LLC |
4 |
| Opus Capital Group, LLC |
4 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
4 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
4 |
| PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A |
4 |
| Scarborough Advisors, LLC |
4 |
| Roundview Capital LLC |
4 |
| Fullcircle Wealth Llc |
4 |
| FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio |
4 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
4 |
| Personal Cfo Solutions, Llc |
4 |
| Zrc Wealth Management, Llc |
4 |
| Morningstar Investment Services LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class |
4 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
4 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
4 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
4 |
| Ibex Wealth Advisors |
4 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
4 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class |
4 |
| Kinneret Advisory, LLC |
4 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
4 |
| Bellwether Advisors, LLC |
4 |
| Park Avenue Institutional Advisers LLC |
4 |
| Seelaus Asset Management LLC |
4 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
4 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
4 |
| Aspect Partners, LLC |
4 |
| State Farm Mutual Fund Trust |
4 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
4 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
4 |
| One Wealth Advisors, LLC |
4 |
| State Farm Variable Product Trust |
4 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
4 |
| Rock Creek Group, LP |
4 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
4 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
4 |
| Gerstein Fisher |
4 |
| Castle Wealth Management Llc |
4 |
| John Hancock Hedged Equity & Income Fund |
4 |
| Cm Wealth Advisors Llc |
4 |
| Girard Partners Ltd. |
4 |
| NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
4 |
| Summit Partners Public Asset Management, Llc |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
4 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
4 |
| Triangle Securities Wealth Management |
4 |
| Psagot Value Holdings Ltd. / (Israel) |
4 |
| MTM Investment Management, LLC |
4 |
| Granite Point Capital Management, L.P. |
4 |
| Ferguson Wellman Capital Management, Inc |
4 |
| JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV |
4 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
4 |
| Strategic Blueprint, LLC |
4 |
| Solstein Capital, LLC |
4 |
| Amica Mutual Insurance Co |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
4 |
| Geller Advisors LLC |
4 |
| Keel Point, LLC |
4 |
| Weitz Investment Management, Inc. |
4 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
4 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
4 |
| Zeke Capital Advisors, Llc |
4 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
4 |
| MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I |
4 |
| XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
4 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
4 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
4 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
4 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
4 |
| Wilmington Trust Investment Management, LLC |
4 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
4 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
4 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
4 |
| Impact Partnership Wealth, LLC |
4 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
4 |
| Brandes Investment Partners, Lp |
4 |
| Plaisance Capital LLC |
4 |
| Triasima Portfolio Management inc. |
4 |
| Donaldson Capital Management, Llc |
4 |
| PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF |
4 |
| FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund |
4 |
| Thornburg Investment Management Inc |
4 |
| JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF |
4 |
| IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
4 |
| CNB Bank |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| Bellwether Investment Group, LLC |
4 |
| XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF |
4 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
4 |
| Blackrock Enhanced Equity Dividend Trust |
4 |
| Certified Advisory Corp |
4 |
| RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity |
4 |
| Tsfg, Llc |
4 |
| DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF |
4 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
4 |
| Arden Investment Series Trust |
4 |
| Virginia Retirement System |
4 |
| Atlanta Capital Management Co L L C |
4 |
| Patton Albertson Miller Group, Llc |
4 |
| LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF |
4 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
4 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
4 |
| UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 |
4 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
4 |
| HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 |
4 |
| Schwartz Investment Counsel Inc |
4 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
4 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
4 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
4 |
| Spirepoint Private Client, Llc |
4 |
| Westwood Holdings Group Inc |
4 |
| Cornerstone Strategic Value Fund Inc |
4 |
| Salomon & Ludwin, LLC |
4 |
| Formidable Asset Management, LLC |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I |
4 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
4 |
| WealthPLAN Partners, LLC |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
4 |
| Alerus Financial Na |
4 |
| RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF |
4 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
4 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
4 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
4 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
4 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
4 |
| NuWave Investment Management, LLC |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| Liberty All Star Equity Fund |
4 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
4 |
| Mizuho Asset Management Co.,Ltd. |
4 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
| Mountain Road Advisors, LLC |
4 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
4 |
| Wallace Advisory Group, LLC |
4 |
| JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
4 |
| Arcadia Investment Management Corp/mi |
4 |
| Liberty All Star Growth Fund Inc. |
4 |
| CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
4 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| OneAscent Financial Services LLC |
4 |
| Trust Co Of Toledo Na /oh/ |
4 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
| PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I |
4 |
| TRUE Private Wealth Advisors |
4 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
4 |
| SevenBridge Financial Group, LLC |
4 |
| ACG Wealth |
4 |
| Laurel Wealth Advisors, Inc. |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P |
4 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
4 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
4 |
| Cognios Capital, LLC |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF |
4 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
4 |
| Orbimed Advisors Llc |
4 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
4 |
| TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund |
4 |
| DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I |
4 |
| Lmcg Investments, Llc |
4 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
4 |
| Grove Bank & Trust |
4 |
| TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
4 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
4 |
| Banyan Partners, LLC |
4 |
| Signet Financial Management, Llc |
4 |
| American National Bank |
4 |
| Roble, Belko & Company, Inc |
4 |
| Leap Investments Lp |
4 |
| Varma Mutual Pension Insurance Co |
4 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
4 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
| Avidian Wealth Solutions, LLC |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
4 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
4 |
| Buckhead Capital Management Llc |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
4 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
4 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
4 |
| First Pacific Financial |
4 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
4 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
4 |
| REAP Financial Group, LLC |
4 |
| Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A |
4 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
4 |
| Pier Capital, LLC |
4 |
| VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
4 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
4 |
| Truadvice, LLC |
4 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
4 |
| Running Oak Capital LLC |
4 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
4 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
4 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
4 |
| Verus Capital Partners, Llc |
4 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
4 |
| Handelsinvest Investeringsforvaltning |
4 |
| V Wealth Advisors LLC |
4 |
| Oliver Luxxe Assets LLC |
4 |
| VCIGX - VALIC Co I - Dividend Value Fund |
4 |
| National Penn Investors Trust Co /pa |
4 |
| Oberweis Asset Management Inc/ |
4 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
4 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
4 |
| NJ State Employees Deferred Compensation Plan |
4 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
4 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
4 |
| Zweig-DiMenna Associates LLC |
4 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
4 |
| QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares |
4 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
4 |
| Madison Asset Management, LLC |
4 |
| Stratos Wealth Advisors, LLC |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
4 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
4 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
4 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
4 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
4 |
| F3Logic, LLC |
4 |
| Millstone Evans Group, LLC |
4 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
4 |
| Advisors Preferred, LLC |
4 |
| Pathway Financial Advisors LLC |
4 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
| Kistler-Tiffany Companies, LLC |
4 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
4 |
| Shellback Capital, LP |
4 |
| Claybrook Capital, LLC |
4 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
4 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
4 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
4 |
| Silvant Capital Management LLC |
4 |
| Ceredex Value Advisors LLC |
4 |
| Silicon Valley Capital Partners |
4 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
4 |
| PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I |
4 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
4 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 |
4 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
4 |
| Creekmur Asset Management LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
4 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
4 |
| Knight Capital Group, Inc. |
4 |
| Arden Trust Co |
4 |
| PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
4 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
4 |
| Motley Fool Wealth Management, LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
4 |
| Leavell Investment Management, Inc. |
4 |
| Change Path, LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
4 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
4 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
4 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
4 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
4 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
4 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
4 |
| Nelson Capital Management, LLC |
4 |
| Lloyd Advisory Services, LLC. |
4 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
4 |
| Gyroscope Capital Management Group, Llc |
4 |
| FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector |
4 |
| Weaver Consulting Group |
4 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
4 |
| Taconic Capital Advisors LP |
4 |
| Thor Advisors, Llc |
4 |
| YOKE - EA Series Trust - Yoke Core ETF |
4 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
4 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
4 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
4 |
| Pinkerton Retirement Specialists, LLC |
4 |
| JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A |
4 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
4 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
4 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
4 |
| JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV |
4 |
| Nuveen Multi-Asset Income Fund |
4 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
4 |
| CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
4 |
| Mowery & Schoenfeld Wealth Management, LLC |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
4 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
4 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
4 |
| Horan Securities, Inc. |
4 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
4 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
4 |
| Blue Arrow Capital Management Llc |
4 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
4 |
| Horizon Kinetics Asset Management Llc |
4 |
| Blackrock Multi-sector Opportunities Trust |
4 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
4 |
| Stuart Chaussee & Associates, Inc. |
4 |
| Intersect Capital LLC |
4 |
| Howard Capital Management Inc. |
4 |
| DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
4 |
| HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class |
4 |
| Cribstone Capital Management, LLC |
4 |
| Beaconlight Capital, Llc |
4 |
| TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A |
4 |
| Origin Asset Management LLP |
4 |
| Resurgent Financial Advisors LLC |
4 |
| Nicolet Advisory Services, Llc |
4 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
4 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
4 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
4 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
4 |
| VCCBX - VALIC Co II - Core Bond Fund |
4 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
4 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
4 |
| TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class |
4 |
| EWG Elevate Inc. |
4 |
| JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A |
4 |
| PACIFIC SELECT FUND - Developing Growth Portfolio Class I |
4 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
4 |
| JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
4 |
| Sagespring Wealth Partners, Llc |
4 |
| Invictus RG |
4 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
4 |
| PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional |
4 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
4 |
| JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
4 |
| PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares |
4 |
| Talon Private Wealth, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
4 |
| Canada Post Corp Registered Pension Plan |
4 |
| BNP Paribas Investment Partners S.A. |
4 |
| Greenline Partners, LLC |
4 |
| SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I |
4 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
4 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
4 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
4 |
| FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF |
4 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
4 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
| SpiderRock Trading LLC |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| Minichmacgregor Wealth Management, Llc |
4 |
| M Holdings Securities, Inc. |
4 |
| Stephenson National Bank & Trust |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
4 |
| KAMES CAPITAL plc |
4 |
| SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 |
4 |
| Ironwood Investment Counsel, LLC |
4 |
| QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF |
4 |
| Twin Capital Management Inc |
4 |
| Friess Associates Llc |
4 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
4 |
| BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class |
4 |
| PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares |
4 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
4 |
| Fortis Capital Advisors, LLC |
4 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
4 |
| PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A |
4 |
| Jackson Wealth Management, LLC |
4 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
4 |
| Gluskin Sheff & Assoc Inc |
4 |
| Brighthouse Funds Trust I - AB International Bond Portfolio Class B |
4 |
| Readystate Asset Management Lp |
4 |
| Cramer Rosenthal Mcglynn Llc |
4 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
4 |
| Richardson Financial Services Inc. |
4 |
| Bradley Foster & Sargent Inc/ct |
4 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
4 |
| Boston Financial Mangement Llc |
4 |
| UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
4 |
| Aberdeen Asset Management Plc/uk |
4 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
4 |
| BlueMar Capital Management, LLC |
4 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
4 |
| FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N |
4 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
4 |
| Garrett Wealth Advisory Group, LLC |
4 |
| Gen-Wealth Partners Inc |
4 |
| Van Leeuwen & Company, LLC |
4 |
| Elevation Series Trust - RiverNorth Patriot ETF |
4 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
4 |
| Planning Capital Management Corp |
4 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
4 |
| Intelligent Financial Strategies |
4 |
| Orrstown Financial Services Inc |
4 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
4 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
4 |
| Spears Abacus Advisors LLC |
4 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
4 |
| Lebenthal Asset Management, LLC |
4 |
| Fayez Sarofim & Co |
4 |
| Havens Advisors Llc |
4 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
4 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
4 |
| LGT Group Foundation |
4 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
| LGT Fund Management Co Ltd. |
4 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
4 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
4 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
4 |
| Fft Wealth Management Llc |
4 |
| IAK - iSHARES TRUST - iShares U.S. Insurance ETF |
4 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
4 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
4 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
4 |
| Oarsman Capital, Inc. |
4 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
4 |
| J.Safra Asset Management Corp |
4 |
| SlateStone Wealth, LLC |
4 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
4 |
| FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A |
4 |
| Semmax Financial Advisors Inc. |
4 |
| ENDW - EA Series Trust - Cambria Endowment Style ETF |
4 |
| Abn Amro Investment Solutions |
4 |
| Archford Capital Strategies, LLC |
4 |
| RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H |
4 |
| Gagnon Securities Llc |
4 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
4 |
| Profunds - Profund Vp Small-cap Value |
4 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
4 |
| Cornerstone Advisors, LLC |
4 |
| Clarius Group, LLC |
4 |
| MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
4 |
| JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF |
4 |
| Truvestments Capital Llc |
4 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
4 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
4 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
4 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
4 |
| NMIEX - Northern Funds - Active M International Equity Fund |
4 |
| Archer Investment Corp |
4 |
| AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF |
4 |
| Utah Peaks Capital Inc |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A |
4 |
| Community Bank, N.A. |
4 |
| SageView Advisory Group, LLC |
4 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
4 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
| Redmont Wealth Advisors Llc |
4 |
| LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
4 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
4 |
| Transce3nd, LLC |
4 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
4 |
| Covenant Partners, LLC |
4 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
4 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
4 |
| Taikang Asset Management (Hong Kong) Co Ltd |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
4 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
4 |
| Great Lakes Retirement, Inc. |
4 |
| Resonant Capital Advisors, LLC |
4 |
| COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
4 |
| BlackRock Credit Strategies Fund |
4 |
| 55i, Llc |
4 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
4 |
| Manchester Financial Inc |
4 |
| Waterloo Capital, L.P. |
4 |
| Motley Fool Asset Management LLC |
4 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
4 |
| SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
4 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
4 |
| Capstone Financial Advisors, Inc. |
4 |
| STLV - iSHARES TRUST - iShares Factors US Value Style ETF |
4 |
| MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N |
4 |
| Voya Financial Advisors, Inc. |
4 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
4 |
| NorthRock Partners, LLC |
4 |
| Profunds - Profund Vp Small-cap Growth |
4 |
| Kcm Investment Advisors Llc |
4 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
4 |
| Carmel Capital Partners, LLC |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
4 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
4 |
| Jnl Series Trust - Jnl/s&p 4 Fund (a) |
4 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| NatWest Group plc |
4 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
4 |
| Robertson Stephens Wealth Management, LLC |
4 |
| SRN Advisors, LLC |
4 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
4 |
| Rothschild Asset Management Inc |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I |
4 |
| Fifth Lane Capital, Lp |
4 |
| Impax Asset Management Group plc |
4 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
4 |
| AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A |
4 |
| ARS Investment Partners, LLC |
4 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
4 |
| Accent Capital Management, LLC |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| Choate Investment Advisors |
4 |
| Halbert Hargrove Global Advisors, Llc |
4 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
4 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
4 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
4 |
| Magnus Financial Group LLC |
4 |
| BlackRock Multi-Sector Opportunities Trust II |
4 |
| Cambria Investment Management, L.P. |
4 |
| FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund |
4 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
| Cannell Peter B & Co Inc |
4 |
| West Family Investments, Inc. |
4 |
| WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF |
4 |
| SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A |
4 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
4 |
| LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares |
4 |
| SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A |
4 |
| Brendel Financial Advisors LLC |
4 |
| Missouri Trust & Investment Co |
4 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
4 |
| Claraphi Advisory Network, LLC |
4 |
| Df Dent & Co Inc |
4 |
| Wakefield Asset Management LLLP |
4 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
4 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
4 |
| aeris Capital Holding GmbH |
4 |
| Cinctive Capital Management LP |
4 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
4 |
| Penobscot Investment Management Company, Inc. |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
4 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
4 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
4 |
| Profunds - Profund Vp Mid-cap Growth |
4 |
| Townsend & Associates, Inc |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF |
4 |
| Cannell Capital Llc |
4 |
| Congress Wealth Management LLC / DE / |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
4 |
| Equitec Proprietary Markets, Llc |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio |
4 |
| Barnett & Company, Inc. |
4 |
| Todd Asset Management Llc |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
4 |
| TradeLink Capital LLC |
4 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
4 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
4 |
| First American Bank |
4 |
| MTCGX - M FUND INC - M Large Cap Growth Fund |
4 |
| L2 Asset Management, LLC |
4 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
4 |
| Shay Capital LLC |
4 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
4 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
4 |
| Piscataqua Savings Bank |
4 |
| Edge Advisors, Llc |
4 |
| Berkshire Asset Management Llc/pa |
4 |
| Squar Milner Financial Services Llc |
4 |
| Bowling Portfolio Management LLC |
4 |
| Mpwm Advisory Solutions, Llc |
4 |
| Pallas Capital Advisors LLC |
4 |
| VestGen Advisors, LLC |
4 |
| Signition Lp |
4 |
| MPS Loria Financial Planners, LLC |
4 |
| FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF |
4 |
| Mountain Capital Investment Advisors, Inc |
4 |
| Koch Industries Inc |
4 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
4 |
| Profunds - Profund Vp Ultramid-cap |
4 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
4 |
| Anderson Hoagland & Co |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| Integrated Wealth Management |
4 |
| Koshinski Asset Management, Inc. |
4 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
4 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
4 |
| Glass Jacobson Investment Advisors llc |
4 |
| Obermeyer Wood Investment Counsel, Lllp |
4 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
4 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
4 |
| Gitterman Wealth Management, LLC |
4 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
4 |
| Hartline Investment Corp/ |
4 |
| Clarkston Capital Partners, LLC |
4 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
4 |
| Caldwell Trust Co |
4 |
| Gilbert & Cook, Inc. |
4 |
| Credential Qtrade Securities Inc. |
4 |
| Dubuque Bank & Trust Co |
4 |
| Long Island Wealth Management, Inc. |
4 |
| Brookstone Capital Management |
4 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
4 |
| Sterling Investment Advisors, Ltd. |
4 |
| Spdr S&p Midcap 400 Etf Trust |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| Sierra Capital LLC |
4 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
4 |
| Morgan Dempsey Capital Management Llc |
4 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
4 |
| Westside Investment Management, Inc. |
4 |
| Team Hewins, LLC |
4 |
| Bahl & Gaynor Inc |
4 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
4 |
| GraniteShares Advisors LLC |
4 |
| Heartland Bank & Trust Co |
4 |
| Morse Asset Management, Inc |
4 |
| Maseco Llp |
4 |
| Nemes Rush Group LLC |
4 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
4 |
| Legacy Wealth Asset Management, LLC |
4 |
| Crawford Investment Counsel Inc |
4 |
| Annex Advisory Services, LLC |
4 |
| ROSS\JOHNSON & Associates LLC |
4 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
4 |
| Pinnacle Bancorp, Inc. |
4 |
| Doyle Wealth Management |
4 |
| Atwood & Palmer Inc |
4 |
| Lsv Asset Management |
4 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| Wsfs Capital Management, Llc |
4 |
| Elkhorn Investments, LLC |
4 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| Ionic Capital Management LLC |
4 |
| Parnassus Investments /ca |
4 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
4 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
4 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
4 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
4 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
4 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
4 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
4 |
| Ag2r La Mondiale Gestion D'actifs |
4 |
| FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF |
4 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
4 |
| JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I |
4 |
| Fiduciary Alliance LLC |
4 |
| BancorpSouth Bank |
4 |
| Catalyst Financial Partners Llc |
4 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
4 |
| Intrinsic Edge Capital Management LLC |
4 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
4 |
| Intellectus Partners, LLC |
4 |
| Dai-ichi Life Holdings, Inc. |
4 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
4 |
| Gardner Lewis Asset Management L P |
4 |
| Trifecta Capital Advisors, LLC |
4 |
| Amica Pension Fund Board Of Trustees |
4 |
| Financial Engines Advisors L.L.C. |
4 |
| Financial Counselors Inc |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| Central Bank & Trust Co |
4 |
| Armstrong Advisory Group, Inc |
4 |
| National Wealth Management Group, LLC |
4 |
| ASB Consultores, LLC |
4 |
| JDM Financial Group LLC |
4 |
| Brown, Lisle/cummings, Inc. |
4 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
4 |
| Advisors Capital Management, LLC |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
4 |
| Portfolio Design Labs, LLC |
4 |
| 44 Wealth Management Llc |
4 |
| Chicago Equity Partners Llc |
4 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
4 |
| Miles Capital, Inc. |
4 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
4 |
| Fieldview Capital Management, LLC |
4 |
| Stokes Family Office, LLC |
4 |
| Rockefeller Financial Services Inc |
4 |
| Nuveen Preferred & Income Securities Fund |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| James Hambro & Partners |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I |
4 |
| Frazier Financial Advisors, LLC |
4 |
| Anchor Capital Advisors Llc |
4 |
| Conning Inc. |
4 |
| DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF |
4 |
| Clear Harbor Asset Management, LLC |
4 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
4 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
4 |
| Optimal Asset Management, Inc. |
4 |
| Fir Tree Capital Management Lp |
4 |
| Trustmark National Bank Trust Department |
4 |
| RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF |
4 |
| LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF |
4 |
| Perpetual Ltd |
4 |
| Pine Valley Investments Ltd Liability Co |
4 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
4 |
| Waldron Private Wealth LLC |
4 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
4 |
| BlackRock ETF Trust - Blackrock Future U.S. Themes ETF |
4 |
| Intact Investment Management Inc. |
4 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
4 |
| Scott Marsh Financial, LLC |
4 |
| Retirement Planning Co of New England, Inc. |
4 |
| NorthCrest Asset Manangement, LLC |
4 |
| Prudential Global Short Duration High Yield Fund, Inc. |
4 |
| NORTHERN FUNDS - U.S. Quality ESG Fund Class I |
4 |
| Frontier Capital Management Co Llc |
4 |
| Profunds - Profund Vp Oil & Gas |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
| Buckingham Strategic Wealth, Llc |
4 |
| CI Global Investments Inc. |
4 |
| Fondren Management LP |
4 |
| Private Capital Management, LLC |
4 |
| Lee Financial Co |
4 |
| Amica Retiree Medical Trust |
4 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
4 |
| Orion Capital Management LLC |
4 |
| Virtus Alternative Investment Advisers, Inc. |
4 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
| BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A |
4 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
4 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
4 |
| Kozak & Associates, Inc. |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| Kowal Investment Group, LLC |
4 |
| Hartford Mutual Funds Inc/ct |
4 |
| Sterne Agee Group, Inc. |
4 |
| First PREMIER Bank |
4 |
| TIG Advisors, LLC |
4 |
| Islet Management, LP |
4 |
| Findlay Park Partners LLP |
4 |
| Wood Tarver Financial Group, LLC |
4 |
| Syon Capital Llc |
4 |
| Kingdon Capital Management, L.l.c. |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
4 |
| FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF |
4 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
4 |
| Quotient Wealth Partners, LLC |
4 |
| Triad Wealth Partners, LLC |
4 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
4 |
| Bailard, Inc. |
4 |
| NFC Investments, LLC |
4 |
| PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S |
4 |
| Innealta Capital, Llc |
4 |
| Madison Investment Advisors, LLC |
4 |
| Access Investment Management LLC |
4 |
| TCW ETF Trust - TCW Corporate Bond ETF |
4 |
| First Trust Investment Solutions L.P. |
4 |
| TradeLink Global Equity LLC |
4 |
| Oribel Capital Management, LP |
4 |
| Engine No. 1 Llc |
4 |
| Linden Advisors Lp |
4 |
| FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
4 |
| Hl Financial Services Llc |
4 |
| Oversea-Chinese Banking CORP Ltd |
4 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 |
4 |
| Connor Clark & Lunn Investment Management Ltd |
4 |
| Revisor Wealth Management LLC |
4 |
| Bank Of Nova Scotia Trust Co |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
4 |
| Flinton Capital Management LLC |
4 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
4 |
| Heck Capital Advisors, LLC |
4 |
| Kiwi Wealth Investments Limited Partnership |
4 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
4 |
| Country Trust Bank |
4 |
| Natixis Investment Managers International |
4 |
| SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| Euclid Advisors LLC |
4 |
| Frank, Rimerman Advisors LLC |
4 |
| AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class |
4 |
| Burgundy Asset Management Ltd. |
4 |
| Eagle Global Advisors Llc |
4 |
| PFS Partners, LLC |
4 |
| Saba Capital Management, L.P. |
4 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
4 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
4 |
| Vaughan Nelson Investment Management, L.p. |
4 |
| 6 Meridian |
4 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
4 |
| Vicus Capital |
4 |
| Hunter Associates Investment Management Llc |
4 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
| USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF |
4 |
| Rnc Capital Management Llc |
4 |
| WealthTrust-Arizona, LLC |
4 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
4 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
4 |
| Resolute Advisors LLC |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| Freestone Capital Holdings, LLC |
4 |
| Kanaly Trust Co |
4 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
4 |
| Crabel Capital Management, LLC |
4 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
| Van Eck Associates Corp |
4 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
4 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
4 |
| McAdam, LLC |
4 |
| PDS Planning, Inc |
4 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
4 |
| Legacy Capital Wealth Partners, LLC |
4 |
| Curated Wealth Partners LLC |
4 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class |
4 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
4 |
| CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A |
4 |
| Distillate Capital Partners LLC |
4 |
| PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 |
4 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
4 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
4 |
| Diversify Advisory Services, LLC |
4 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
4 |
| Rampart Investment Management Company, LLC |
4 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
4 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
4 |
| Lynx Investment Advisory |
4 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
4 |
| Corsair Capital Management, L.p. |
4 |
| Hotchkis & Wiley Capital Management Llc |
4 |
| Alta Advisers Ltd |
4 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
4 |
| JT Stratford LLC |
4 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
4 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
4 |
| Delta Global Management LP |
4 |
| Ohio National Investments, Inc. |
4 |
| Cannon Global Investment Management, LLC |
4 |
| Thomasville National Bank |
4 |
| Barometer Capital Management Inc. |
4 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
4 |
| Quadcap Wealth Management, LLC |
4 |
| Westchester Capital Management, LLC |
4 |
| Gdl Fund |
4 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
4 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
4 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
4 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
4 |
| Dowling & Yahnke Llc |
4 |
| Ilmarinen Mutual Pension Insurance Co |
4 |
| Private Advisory Group LLC |
4 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
4 |
| Shinko Asset Management Co., Ltd. |
4 |
| Boston Advisors Llc |
4 |
| Hexavest Inc. |
4 |
| River Wealth Advisors LLC |
4 |
| TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I |
4 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
4 |
| St Germain D J Co Inc |
4 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
4 |
| MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class |
4 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
4 |
| Sugarloaf Wealth Management, LLC |
4 |
| OneAscent Wealth Management LLC |
4 |
| Ikos Cif Ltd |
4 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
4 |
| Avalon Trust Co |
4 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
| FLP Wealth Management, LLC |
4 |
| PFG Investments, LLC |
4 |
| Symmetry Investments LP |
4 |
| Woodley Farra Manion Portfolio Management Inc |
4 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
4 |
| IMA Wealth, Inc. |
4 |
| Zebra Capital Management LLC |
4 |
| Thompson Investment Management, Inc. |
4 |
| Financial Synergies Wealth Advisors, Inc. |
3 |
| Catalytic Wealth RIA, LLC |
3 |
| Zwj Investment Counsel Inc |
3 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) |
3 |
| Wcm Investment Management, Llc |
3 |
| Haverford Trust Co |
3 |
| PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A |
3 |
| Hudock, Inc. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial |
3 |
| Karpus Management, Inc. |
3 |
| Majedie Asset Management Ltd |
3 |
| Longview Partners (Guernsey) LTD |
3 |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund |
3 |
| Fort Pitt Capital Group, Llc |
3 |
| Signal Advisors Wealth, LLC |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
3 |
| RiverPark Advisors, LLC |
3 |
| TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF |
3 |
| Cordasco Financial Network |
3 |
| Rice Hall James & Associates, Llc |
3 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
| HealthCor Management, L.P. |
3 |
| Friedenthal Financial |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| Perceptive Advisors Llc |
3 |
| Prio Wealth Limited Partnership |
3 |
| Sabal Trust CO |
3 |
| Cim, Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares |
3 |
| Stancorp Investment Advisers Inc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
3 |
| Winch Advisory Services, LLC |
3 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
3 |
| Williamson Legacy Group, LLC |
3 |
| Neville Rodie & Shaw Inc |
3 |
| APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF |
3 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
3 |
| Forte Capital Llc /adv |
3 |
| Foundry Partners, LLC |
3 |
| Alpha Windward Llc |
3 |
| IMS Capital Management |
3 |
| Quotient Investors, LLC |
3 |
| Three Peaks Capital Management, LLC |
3 |
| Lincoln Capital LLC |
3 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
3 |
| Fisher Asset Management, LLC |
3 |
| Mason Investment Advisory Services, Inc. |
3 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
3 |
| Imprint Wealth LLC |
3 |
| Wade G W & Inc |
3 |
| TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
3 |
| Meristem Family Wealth, LLC |
3 |
| Pure Financial Advisors, Inc. |
3 |
| CrestPoint Capital Management, LLC |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Legacy Capital Group California, Inc. |
3 |
| Montrusco Bolton Investments Inc. |
3 |
| Nilsine Partners, LLC |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| DIP - ETF Series Solutions - BTD Capital Fund |
3 |
| Texas Capital Bancshares Inc/tx |
3 |
| STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
3 |
| Capitolis Liquid Global Markets LLC |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| Moreno Evelyn V |
3 |
| Stock Yards Bank & Trust Co |
3 |
| PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
3 |
| Tilt Investment Management Holdings, PBC |
3 |
| Armis Advisers, LLC |
3 |
| Krilogy Financial LLC |
3 |
| Beacon Investment Advisory Services, Inc. |
3 |
| Hanlon Investment Management, Inc. |
3 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
| Vestor Capital, Llc |
3 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
| Marathon Capital Management |
3 |
| Homrich & Berg |
3 |
| Milestone Investment Advisors LLC |
3 |
| Ashford Capital Management Inc |
3 |
| Boussard & Gavaudan Investment Management LLP |
3 |
| Pinnacle Wealth Management Advisory Group, LLC |
3 |
| Global Endowment Management, LP |
3 |
| Stephens Investment Management Group LLC |
3 |
| Grandeur Peak Global Advisors, LLC |
3 |
| Willingdon Wealth Management |
3 |
| Ruedi Wealth Management, Inc. |
3 |
| Trust Investment Advisors |
3 |
| Coppell Advisory Solutions Corp. |
3 |
| Parvin Asset Management, LLC |
3 |
| FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund |
3 |
| Elk Creek Partners, LLC |
3 |
| FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund |
3 |
| FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund |
3 |
| FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund |
3 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
3 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
| FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund |
3 |
| FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund |
3 |
| Dover Advisors, Llc |
3 |
| AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares |
3 |
| FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund |
3 |
| Horizon Funds - HORIZON EXPEDITION PLUS ETF |
3 |
| FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| Capital Group Investment Management Pte. Ltd. |
3 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class |
3 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
3 |
| Sound Shore Management Inc /ct/ |
3 |
| Marshall & Sterling Wealth Advisors Inc. |
3 |
| Burney Co/ |
3 |
| Ninety One UK Ltd |
3 |
| Ninety One North America, Inc. |
3 |
| FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund |
3 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
3 |
| Bremer Trust National Association |
3 |
| Power Corp of Canada |
3 |
| Bain Capital Public Equity, LP |
3 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
3 |
| Macroview Investment Management Llc |
3 |
| Catalina Capital Group, LLC |
3 |
| Beverly Hills Private Wealth, LLC |
3 |
| FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund |
3 |
| Insigneo Advisory Services, Llc |
3 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
3 |
| Belvedere Trading LLC |
3 |
| PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
3 |
| Mission Wealth Management, Lp |
3 |
| Cambiar Investors Llc |
3 |
| Prossimo Advisors, LLC |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| QUANTRES ASSET MANAGEMENT Ltd |
3 |
| MML SERIES INVESTMENT FUND - MML Global Fund Class I |
3 |
| Northpointe Capital Llc |
3 |
| FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A |
3 |
| First American Trust, Fsb |
3 |
| Alteri Wealth LLC |
3 |
| Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF |
3 |
| VitalStone Financial, LLC |
3 |
| HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class |
3 |
| Nordwand Advisors, LLC |
3 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
3 |
| Cyndeo Wealth Partners, LLC |
3 |
| Icon Wealth Advisors, LLC |
3 |
| North Star Asset Management Inc |
3 |
| Daymark Wealth Partners, Llc |
3 |
| Somerset Trust Co |
3 |
| Dudley & Shanley, Inc. |
3 |
| Bellecapital International Ltd. |
3 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
3 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
3 |
| PCJ Investment Counsel Ltd. |
3 |
| MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A |
3 |
| Somerville Kurt F |
3 |
| Creative Capital Management Investments LLC |
3 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
3 |
| Berkley W R Corp |
3 |
| Continental Advisors Llc |
3 |
| Foyston, Gordon, & Payne Inc |
3 |
| Drive Wealth Management, Llc |
3 |
| Aureus Asset Management, LLC |
3 |
| Archon Partners LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II |
3 |
| ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A |
3 |
| Counsel Portfolio Services Inc. |
3 |
| HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A |
3 |
| Brewin Dolphin Wealth Management Ltd |
3 |
| Exos TFP Holdings LLC |
3 |
| Citizens Business Bank |
3 |
| LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A |
3 |
| Maltese Capital Management Llc |
3 |
| Fairfax Financial Holdings Ltd/ Can |
3 |
| ICA Group Wealth Management, LLC |
3 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
3 |
| LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A |
3 |
| MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 |
3 |
| Apriem Advisors |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| PartnerRe Asset Management CORP |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| First Business Financial Services, Inc. |
3 |
| Spectrum Management Group, LLC |
3 |
| Sentry Investments Corp. |
3 |
| Blume Capital Management, Inc. |
3 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class |
3 |
| Quantessence Capital LLC |
3 |
| Kim, Llc |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Ritter Daniher Financial Advisory LLC / DE |
3 |
| Farallon Capital Management Llc |
3 |
| BloombergSen Inc. |
3 |
| Philo Smith Capital Corp |
3 |
| FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A |
3 |
| Sovereign's Capital Management, LLC |
3 |
| QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class |
3 |
| FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A |
3 |
| Redwood Capital Management, Llc |
3 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
3 |
| Vanguard Whitehall Funds |
3 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
3 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
| WBALX - WEITZ FUNDS - Balanced Fund - Investor Class |
3 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
3 |
| Sanders Morris Harris Llc |
3 |
| Farmer Steven Patrick |
3 |
| CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
| Cornerstone Advisory, LLC |
3 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
3 |
| JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares |
3 |
| Cohen & Steers Real Estate Opportunities & Income Fund |
3 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
3 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
3 |
| Spartan Fund Management Inc. |
3 |
| Boston Trust Walden Corp |
3 |
| Harris Associates L P |
3 |
| Angeles Wealth Management, Llc |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
| Moisand Fitzgerald Tamayo, LLC |
3 |
| Lakeview Capital Partners, LLC |
3 |
| Concentric Capital Strategies, LP |
3 |
| Renaissance Group Llc |
3 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
| Alpha Omega Wealth Management LLC |
3 |
| EHP Funds Inc. |
3 |
| WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares |
3 |
| FOURPOINTS Investment Managers, S.A.S. |
3 |
| WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares |
3 |
| BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
3 |
| Vivaldi Asset Management, LLC |
3 |
| Washington Capital Management Inc |
3 |
| Retireful, LLC |
3 |
| Geneva Capital Management Llc |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| Tradeworx Inc. |
3 |
| ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class |
3 |
| Wrapmanager Inc |
3 |
| FDO Partners, LLC |
3 |
| Provence Wealth Management Group |
3 |
| Sterling Investment Counsel, LLC |
3 |
| Westport Resources Management Inc |
3 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
3 |
| CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class |
3 |
| PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 |
3 |
| Arete Wealth Advisors, LLC |
3 |
| Cavalier Investments, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
3 |
| Millrace Asset Group, Inc. |
3 |
| My Legacy Advisors, LLC |
3 |
| Strengthening Families & Communities, LLC |
3 |
| ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio |
3 |
| SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A |
3 |
| Castle Creek Arbitrage, LLC |
3 |
| Meteora Capital, LLC |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| City State Bank |
3 |
| Dana Investment Advisors, Inc. |
3 |
| RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
3 |
| Systematic Portfolios LLC |
3 |
| March Altus Capital Management LP |
3 |
| Capital Asset Advisory Services LLC |
3 |
| Adams Diversified Equity Fund, Inc. |
3 |
| Cornerstone Wealth Management, LLC |
3 |
| ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES |
3 |
| ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
3 |
| Aware Super Pty Ltd as trustee of Aware Super |
3 |
| AlphaCentric Advisors LLC |
3 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
3 |
| Rainier Investment Management Llc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
3 |
| SG Capital Management LLC |
3 |
| Mystic Asset Management, Inc. |
3 |
| Hawk Ridge Capital Management Lp |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| Byrne Asset Management LLC |
3 |
| Tyler-Stone Wealth Management |
3 |
| KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares |
3 |
| Sendero Wealth Management, LLC |
3 |
| 361 Capital Llc |
3 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio |
3 |
| Tilia Fiduciary Partners, Inc. |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| Western Pacific Wealth Management, LP |
3 |
| Bardin Hill Management Partners Lp |
3 |
| Redmond Asset Management, LLC |
3 |
| Highland Private Wealth Management |
3 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
| Migdal Insurance & Financial Holdings Ltd. |
3 |
| Coastal Bridge Advisors, LLC |
3 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
| Kemnay Advisory Services Inc. |
3 |
| CTC Capital Management, LLC |
3 |
| Pluribus Labs, LLC |
3 |
| Sender Co & Partners, Inc. |
3 |
| Aristotle Capital Boston, LLC |
3 |
| Northwestern Mutual Investment Services Llc |
3 |
| Ruggie Capital Group |
3 |
| New Millennium Group LLC |
3 |
| Cohen & Steers, Inc. |
3 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| Rodgers Brothers Inc. |
3 |
| Optimize Financial Inc |
3 |
| FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund |
3 |
| Stonegate Investment Group, LLC |
3 |
| Morton Brown Family Wealth, LLC |
3 |
| SC&H Financial Advisors, Inc. |
3 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
3 |
| Seven Grand Managers, Llc |
3 |
| Winnow Wealth Llc |
3 |
| FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund |
3 |
| Rocky Mountain Advisers, Llc |
3 |
| Prosperity Consulting Group, LLC |
3 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
3 |
| Redwood Park Advisors LLC |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| Mosaic Family Wealth, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
3 |
| Advocacy Wealth Management Services, LLC |
3 |
| GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF |
3 |
| Confluence Wealth Services, Inc. |
3 |
| Bluestein R H & Co |
3 |
| Polymer Capital Management (US) LLC |
3 |
| Westport Asset Management Inc |
3 |
| Cahill Financial Advisors Inc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I |
3 |
| Harbor Capital Advisors, Inc. |
3 |
| Credit Capital Investments LLC |
3 |
| Blue Rock Advisors, LLC |
3 |
| Allegis Investment Advisors, LLC |
3 |
| Advance Capital I Inc |
3 |
| Congress Asset Management Co /ma |
3 |
| Olstein Capital Management, L.P. |
3 |
| Cleararc Capital Inc |
3 |
| Simply Money Advisors |
3 |
| Absolute Capital Management, LLC |
3 |
| Clearline Capital LP |
3 |
| Cottonwood Capital Advisors, Llc |
3 |
| MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF |
3 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| Cantab Capital Partners LLP |
3 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
3 |
| OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A |
3 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
3 |
| Murphy & Mullick Capital Management Corp |
3 |
| Green Arrow Capital Management Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
3 |
| GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
3 |
| DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
3 |
| TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF |
3 |
| Silver Rock Financial LP |
3 |
| Q Global Advisors, LLC |
3 |
| Mariner Wealth Advisors-NYC, LLC |
3 |
| GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class |
3 |
| Kolinsky Wealth Management, LLC |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| Aurora Investment Counsel |
3 |
| SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF |
3 |
| Gary Goldberg Planning Services Inc |
3 |
| Mairs & Power Inc |
3 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
| Kendall Square Capital, LLC |
3 |
| Cai Capital Management, Inc. |
3 |
| Qs Batterymarch Financial Management, Inc |
3 |
| Dixon Hubard Feinour & Brown Inc/va |
3 |
| Munder Capital Management |
3 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
3 |
| Jackson, Grant Investment Advisers, Inc. |
3 |
| Harwood Advisory Group, LLC |
3 |
| AlTi Global, Inc. |
3 |
| Formula Growth Ltd |
3 |
| TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF |
3 |
| Bridgewater Advisors Inc. |
3 |
| Wilmington Trust, National Association |
3 |
| Wilmington Funds Management Corp |
3 |
| PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
3 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF |
3 |
| BTS Asset Management, Inc. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
| Capital Group Private Client Services, Inc. |
3 |
| Elite Wealth Management, Inc. |
3 |
| Polen Capital Management Llc |
3 |
| Well Done, LLC |
3 |
| Guidant Wealth Advisors |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
3 |
| PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF |
3 |
| Gwn Securities Inc. |
3 |
| FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF |
3 |
| Marsico Capital Management Llc |
3 |
| First Command Bank |
3 |
| McElhenny Sheffield Capital Management, LLC |
3 |
| First Command Financial Services, Inc. |
3 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
3 |
| FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF |
3 |
| Pier 88 Investment Partners Llc |
3 |
| Private Bank & Trust Co |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| Glenview Trust Co |
3 |
| Polianta Ltd |
3 |
| Deltec Asset Management Llc |
3 |
| Good Life Advisors, LLC |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
3 |
| RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A |
3 |
| GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A |
3 |
| Sustainable Insight Capital Management, LLC |
3 |
| Delos Wealth Advisors, LLC |
3 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
3 |
| PNC Managed Account Solutions, Inc. |
3 |
| Impact Capital Partners LLC |
3 |
| 22nw, Lp |
3 |
| Bishop Rock Capital, L.P. |
3 |
| R&F Capital Advisors LP |
3 |
| JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T |
3 |
| Fortis Advisors, LLC |
3 |
| Advantage Investment Management, Llc |
3 |
| Sageworth Trust Co of South Dakota |
3 |
| Bank of New Hampshire |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
| UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
3 |
| TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF |
3 |
| PhiloSmith Capital Corp |
3 |
| MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class |
3 |
| Heritage Trust Co |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
3 |
| Israel Discount Bank of New York |
3 |
| Global Financial Private Capital, LLC |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class |
3 |
| Keeley-Teton Advisors, LLC |
3 |
| Blue Sky Asset Management, LLC |
3 |
| Bfsg, Llc |
3 |
| Aua Capital Management, Llc |
3 |
| JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
3 |
| JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
3 |
| Geneva Partners, LLC |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| Phoenix Holdings Ltd. |
3 |
| Tiaa, Fsb |
3 |
| BankPlus Trust Department |
3 |
| Ahrens Investment Partners LLC |
3 |
| Ferris Capital, Llc |
3 |
| Centricity Wealth Management, LLC |
3 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio |
3 |
| CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class |
3 |
| Bar Harbor Trust Services |
3 |
| Close Asset Management Ltd |
3 |
| MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio |
3 |
| KCS Wealth Advisory |
3 |
| Jag Capital Management, Llc |
3 |
| Port Capital LLC |
3 |
| Connectus Wealth, LLC |
3 |
| MD Financial Management Inc. |
3 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
| Lee Danner & Bass Inc |
3 |
| FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
3 |
| Westport Advisers Llc |
3 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
3 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
3 |
| Silphium Asset Management Ltd |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| Qci Asset Management Inc/ny |
3 |
| Asset Planning,Inc |
3 |
| Voya Prime Rate Trust |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
3 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
3 |
| Harvest Management Llc |
3 |
| CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class |
3 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
3 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
3 |
| GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I |
3 |
| DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A |
3 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| Louisbourg Investments Inc. |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| IronBridge Private Wealth, LLC |
3 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
3 |
| Curi Wealth Management, LLC |
3 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
3 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| Baron Silver Stevens Financial Advisors, Llc |
3 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A |
3 |
| Tru Independence Asset Management 2, Llc |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| Encompass Wealth Advisors, Llc |
3 |
| George Kaiser Family Foundation |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
3 |
| Forum Funds |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| Patron Partners Advisors, Llc |
3 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
3 |
| Pimco Corporate & Income Strategy Fund |
3 |
| Pimco Income Strategy Fund Ii |
3 |
| Pimco Corporate & Income Opportunity Fund |
3 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
3 |
| Pimco Income Strategy Fund |
3 |
| Pimco High Income Fund |
3 |
| Putnam Premier Income Trust |
3 |
| SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| Financial Life Planners |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| SCS Capital Management LLC |
3 |
| FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y |
3 |
| DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A |
3 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
| Colonial River Wealth Management, LLC |
3 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
3 |
| Crestone Asset Management LLC |
3 |
| Freedman Financial Associates, Inc. |
3 |
| Alpha Family Trust |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund |
3 |
| Exos Asset Management LLC |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
3 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
3 |
| InterOcean Capital Group, LLC |
3 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
3 |
| Alpha DNA Investment Management LLC |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| Gabelli Equity Trust Inc |
3 |
| Rivernorth/doubleline Strategic Opportunity Fund, Inc. |
3 |
| Crews Bank & Trust |
3 |
| LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A |
3 |
| DHJJ Financial Advisors, Ltd. |
3 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
3 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
3 |
| Sanibel Captiva Trust Company, Inc. |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares |
3 |
| Green Harvest Asset Management LLC |
3 |
| Genesis Private Wealth, Llc |
3 |
| Decker Retirement Planning Inc. |
3 |
| Hanson & Doremus Investment Management |
3 |
| Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares |
3 |
| UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares |
3 |
| Oppenheimer Variable Account Funds |
3 |
| Mcdonald Partners Llc |
3 |
| Rivernorth Marketplace Lending Corp |
3 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
3 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
| Capital Group KKR Multi-Sector (plus) |
3 |
| qPULA Trading Management LP |
3 |
| Altus Wealth Group LLC |
3 |
| Hobbs Group Advisors, LLC |
3 |
| Mach-1 Financial Group, Inc. |
3 |
| Gabelli Dividend & Income Trust |
3 |
| IAG Wealth Partners, LLC |
3 |
| EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A |
3 |
| Allegheny Financial Group LTD |
3 |
| Cary Street Partners Asset Management Llc |
3 |
| SRTTX - SMA RELATIONSHIP TRUST - Series T |
3 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
| CFS Investment Advisory Services, LLC |
3 |
| Annandale Capital, LLC |
3 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
3 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II |
3 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
3 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
| Ruffer LLP |
3 |
| Golden State Equity Partners |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
3 |
| Pimco Strategic Income Fund, Inc |
3 |
| Pcm Fund, Inc. |
3 |
| PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
3 |
| Wealth Preservation Advisors, LLC |
3 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
3 |
| AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class |
3 |
| Harvest Capital Strategies LLC |
3 |
| Capital Directions Investment Advisors, LLC |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| Legacy Wealth Management, LLC / MS |
3 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
3 |
| Kavar Capital Partners Group, Llc |
3 |
| Oddo Bhf Asset Management Sas |
3 |
| FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF |
3 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
3 |
| Amerivest Investment Management LLC |
3 |
| TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. |
3 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
3 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
3 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
3 |
| Pimco Dynamic Income Fund |
3 |
| Pimco Flexible Credit Income Fund |
3 |
| Ellsworth Advisors, LLC |
3 |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. |
3 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
3 |
| Mizuho Markets Americas Llc |
3 |
| Pimco Income Opportunity Fund |
3 |
| POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
3 |
| Pimco Dynamic Credit & Mortgage Income Fund |
3 |
| Pimco Global Stocksplus & Income Fund |
3 |
| EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares |
3 |
| Peak Financial Advisors Llc |
3 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
3 |
| PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund |
3 |
| Marshall Financial Group LLC |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
3 |
| Brown Miller Wealth Management, LLC |
3 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Transamerica Partners Portfolios |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
3 |
| S&t Bank/pa |
3 |
| Transamerica Partners Funds Group |
3 |
| BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A |
3 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
3 |
| Groupama Asset Managment |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
3 |
| WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R |
3 |
| Journey Advisory Group, LLC |
3 |
| Courier Capital Llc |
3 |
| Iron Horse Wealth Management, LLC |
3 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
3 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
3 |
| BlackRock ETF Trust - BlackRock Future Health ETF |
3 |
| Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund |
3 |
| Cornerstone Total Return Fund Inc |
3 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
3 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
| BW Gestao de Investimentos Ltda. |
3 |
| MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class |
3 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
3 |
| NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I |
3 |
| Signature Estate & Investment Advisors Llc |
3 |
| Tcw Strategic Income Fund Inc |
3 |
| TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF |
3 |
| TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF |
3 |
| SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class |
3 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
3 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
3 |
| Horizon Financial Services, Llc |
3 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
3 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
3 |
| Tradition Capital Management Llc |
3 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
3 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
3 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
3 |
| Global X Funds |
3 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
3 |
| B. Riley Financial, Inc. |
3 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
| Constellation Wealth Advisors, LLC |
3 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
3 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
3 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
3 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
3 |
| Balasa Dinverno & Foltz Llc |
3 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
3 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
3 |
| Aster Investment Management Co Inc |
3 |
| USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A |
3 |
| Coolidge Francis L |
3 |
| Armistice Capital, Llc |
3 |
| KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF |
3 |
| Advisor OS, LLC |
3 |
| JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S |
3 |
| FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A |
3 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
| Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I |
3 |
| JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| Palisade Capital Management Llc/nj |
3 |
| Rydex Etf Trust |
3 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
3 |
| USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A |
3 |
| CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A |
3 |
| TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF |
3 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
3 |
| KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
3 |
| First Trust Intermediate Duration Preferred & Income Fund |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| Jpmorgan Trust Iii |
3 |
| BBR ALO Fund, LLC |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class |
3 |
| Rockbridge Investment Management, LCC |
3 |
| Clifford Swan Investment Counsel Llc |
3 |
| Credo Capital Management, LLC |
3 |
| DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF |
3 |
| Atlas Private Wealth Advisors |
3 |
| Prudent Man Advisors, LLC |
3 |
| JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
3 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
3 |
| SRGAX - 360 Funds - Stringer Growth Fund Class A Shares |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
3 |
| RBB FUND, INC. - Aquarius International Fund |
3 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
3 |
| FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF |
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 |
| Vanguard Explorer Fund |
3 |
| SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares |
3 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
3 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
3 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
3 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
| Zazove Associates Llc |
3 |
| Howland Capital Management Llc |
3 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
3 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
3 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
3 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
3 |
| Ashfield Capital Partners, LLC |
3 |
| Calamos Global Dynamic Income Fund |
3 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
3 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
3 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
3 |
| Pineno Levin & Ford Asset Management, Inc. |
3 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| Madison Investment Holdings Inc |
3 |
| Jet Capital Investors L P |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| Chesley Taft & Associates LLC |
3 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
3 |
| GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF |
3 |
| VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares |
3 |
| DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I |
3 |
| GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class |
3 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| Ridgeworth Funds |
3 |
| MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
3 |
| Deprince Race & Zollo Inc |
3 |
| EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF |
3 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
3 |
| FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
3 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
3 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
3 |
| Linscomb & Williams, Inc. |
3 |
| SeaBridge Investment Advisors LLC |
3 |
| FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| Alliancebernstein Global High Income Fund Inc |
3 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
3 |
| CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class |
3 |
| BlackRock Health Sciences Trust II |
3 |
| Putnam Master Intermediate Income Trust |
3 |
| OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
3 |
| FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF |
3 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
3 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
| PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes |
3 |
| Pineridge Advisors LLC |
3 |
| NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A |
3 |
| ICMAX - Intrepid Capital Management Funds Trust - Intrepid Endurance Fund Investor Class |
3 |
| WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF |
3 |
| QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares |
3 |
| TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A |
3 |
| Calton & Associates, Inc. |
3 |
| Northwest Capital Management Inc |
3 |
| Starboard Value LP |
3 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
| Net Worth Advisory Group |
3 |
| 3G Sahana Capital Management LP |
3 |
| Atalaya Capital Management LP |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
| Cortina Asset Management, LLC |
3 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
3 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
3 |
| TT International Asset Management LTD |
3 |
| THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A |
3 |
| AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares |
3 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
3 |
| J. W. Coons Advisors, LLC |
3 |
| Parisi Gray Wealth Management |
3 |
| Investors Research Corp |
3 |
| Auxier Asset Management |
3 |
| Sentinel Trust Co Lba |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| Partners Capital Investment Group, Llp |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| DiMeo Schneider & Associates, L.L.C. |
3 |
| GlobalBridge, Inc. |
3 |
| OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF |
3 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
3 |
| Dynasty Wealth Management, Llc |
3 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
3 |
| State of New Jersey Common Pension Fund A |
3 |
| F&C Asset Management plc |
3 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
3 |
| Virtue Capital Management, LLC |
3 |
| Natural Investments, Llc |
3 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
| NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class |
3 |
| HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| Engrave Wealth Partners LLC |
3 |
| Filbrandt Wealth Management, LLC |
3 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
3 |
| OmniStar Financial Group, Inc. |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| Rossmore Private Capital |
3 |
| Mainstay Capital Management Llc /adv |
3 |
| Capital Management Corp /va |
3 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
3 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
3 |
| West Branch Capital LLC |
3 |
| FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
3 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
3 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
| KC Investment Advisors, LLC |
3 |
| Cvi Holdings, Llc |
3 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
3 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
3 |
| Braun-Bostich & Associates Inc. |
3 |
| Gables Capital Management Inc. |
3 |
| Greenhaven Road Investment Management, L.P. |
3 |
| Northwest Bancshares, Inc. |
3 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
3 |
| KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio |
3 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
3 |
| Altium Wealth Management LLC |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| Dundas Partners LLP |
3 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
3 |
| O'Dell Group, LLC |
3 |
| Van Berkom & Associates Inc. |
3 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
| Pzena Investment Management Llc |
3 |
| Pflug Koory, LLC |
3 |
| SMITH HAYES Advisers, Inc |
3 |
| Foundations Investment Advisors, LLC |
3 |
| Cozad Asset Management Inc |
3 |
| Canton Hathaway, LLC |
3 |
| Iridian Asset Management Llc/ct |
3 |
| Selective Wealth Management, Inc. |
3 |
| WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I |
3 |
| Kavar Capital Partners, LLC |
3 |
| Argent Advisors, Inc. |
3 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
| Vectors Research Management, LLC |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional |
3 |
| IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
3 |
| MML Series Investment Fund II - MML Asset Momentum Fund Class II |
3 |
| Reliance Trust Co Of Delaware |
3 |
| Pacific Capital Wealth Advisors, Inc |
3 |
| AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I |
3 |
| Dfpg Investments, Llc |
3 |
| Lavaca Capital Llc |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| Graves-Light Private Wealth Management, Inc. |
3 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
3 |
| No Street GP LP |
3 |
| Essex Savings Bank |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| Enlightenment Research, LLC |
3 |
| Aprio Wealth Management, LLC |
3 |
| EPG Wealth Management LLC |
3 |
| Boston Family Office Llc |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| Perritt Capital Management Inc |
3 |
| NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| Old North State Trust, LLC |
3 |
| Laurel Wealth Advisors LLC |
3 |
| ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class |
3 |
| Aberdeen Wealth Management LLC |
3 |
| Capital Wealth Alliance, LLC |
3 |
| Insight Wealth Strategies, LLC |
3 |
| Mattern Capital Management, Llc |
3 |
| Paradigm Financial Partners, Llc |
3 |
| Reston Wealth Management Llc |
3 |
| Lion Street Advisors, LLC |
3 |
| De Burlo Group Inc |
3 |
| Next Capital Management LLC |
3 |
| Argent Wealth Management LLC |
3 |
| FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
3 |
| Parcion Private Wealth LLC |
3 |
| TrinityPoint Wealth, LLC |
3 |
| Marcum Wealth, LLC |
3 |
| ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class |
3 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
3 |
| Live Oak Private Wealth LLC |
3 |
| PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF |
3 |
| Austin Private Wealth, LLC |
3 |
| JSF Financial, LLC |
3 |
| NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF |
3 |
| TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class |
3 |
| ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
| Keebeck Alpha, LP |
3 |
| Diversify Wealth Management, Llc |
3 |
| Meridian Wealth Advisors, LLC |
3 |
| Parplus Partners |
3 |
| Anfield Capital Management, LLC |
3 |
| Hnp Capital Llc |
3 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
| Horizon Bancorp Inc /in/ |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 |
3 |
| Full Sail Capital, LLC |
3 |
| Private Advisors, LLC |
3 |
| Aspire Private Capital, LLC |
3 |
| Bain Capital Public Equity Management Ii, Llc |
3 |
| Mid Atlantic Financial Management Inc/adv |
3 |
| Western Wealth Management, LLC |
3 |
| PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A |
3 |
| Executive Wealth Management, LLC |
3 |
| Surevest, LLC |
3 |
| Aft, Forsyth & Sober, LLC |
3 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
3 |
| BCJ Capital Management, LLC |
3 |
| Occidental Asset Management, LLC |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 |
3 |
| Liberty Wealth Management Llc |
3 |
| Leelyn Smith, LLC |
3 |
| Opseu Pension Plan Trust Fund |
3 |
| Copeland Capital Management, LLC |
3 |
| Pacifica Partners Inc. |
3 |
| Bollard Group LLC |
3 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
| Lantz Financial LLC |
3 |
| Court Place Advisors, LLC |
3 |
| Whitnell & Co. |
3 |
| Cornerstone Wealth Group, LLC |
3 |
| SkyOak Wealth, LLC |
3 |
| Bremer Bank National Association |
3 |
| Next Financial Holdings |
3 |
| Woodmont Investment Counsel Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
| Julex Capital Management, Llc |
3 |
| Principal Street Partners, LLC |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| Heritage Family Offices, LLP |
3 |
| Shilanski & Associates, Inc. |
3 |
| Tradition Asset Management Llc |
3 |
| Enterprise Trust & Investment Co |
3 |
| Barrett Asset Management, LLC |
3 |
| Kings Path Partners LLC |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
3 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
3 |
| TCF National Bank |
3 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
3 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
| IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I |
3 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
3 |
| World Equity Group, Inc. |
3 |
| Provident Wealth Management, LLC |
3 |
| Welch & Forbes Llc |
3 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF |
3 |
| NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
3 |
| NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A |
3 |
| VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative |
3 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
3 |
| MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I |
3 |
| Sawgrass Asset Management Llc |
3 |
| BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF |
3 |
| IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV |
3 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
3 |
| MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
3 |
| IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV |
3 |
| Pictet & Cie (Europe) SA |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
3 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I |
3 |
| PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF |
3 |
| PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF |
3 |
| FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF |
3 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 |
3 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
3 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
3 |
| TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A |
3 |
| Grimes & Company, Inc. |
3 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| Relyea Zuckerberg Hanson LLC |
3 |
| Fairman Group, LLC |
3 |
| Paragon Advisors, LLC |
3 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF |
3 |
| GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A |
3 |
| CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
3 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
3 |
| FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
3 |
| Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) |
3 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
3 |
| Bangor Savings Bank |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF |
3 |
| BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio |
3 |
| Hood River Capital Management LLC |
3 |
| LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
3 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
| Seven Bridges Advisors LLC |
3 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio |
3 |
| IWL - iSHARES TRUST - iShares Russell Top 200 ETF |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio |
3 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
3 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
3 |
| RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P |
3 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
3 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
3 |
| IOO - iSHARES TRUST - iShares Global 100 ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
3 |
| SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| Sugar Maple Asset Management, LLC |
3 |
| GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A |
3 |
| IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF |
3 |
| Ninety One SA (PTY) Ltd |
3 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
3 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC |
3 |
| LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC |
3 |
| Birch Grove Capital LP |
3 |
| Manning & Napier Advisors Llc |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| Reynolds Capital Management Llc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A |
3 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
| Advanced Series Trust - Ast High Yield Portfolio |
3 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
3 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
3 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
3 |
| Iberiabank Corp |
3 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
3 |
| SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 |
3 |
| Trellus Management Company, LLC |
3 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
3 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
3 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
| VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I |
3 |
| JMVNX - John Hancock Funds II - Mid Value Fund Class NAV |
3 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
3 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
3 |
| JIEMX - John Hancock Funds II - Equity Income Fund Class NAV |
3 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
3 |
| PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
3 |
| PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
3 |
| SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 |
3 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
3 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
| WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A |
3 |
| JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
3 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| Robeco Schweiz AG |
3 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
3 |
| JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV |
3 |
| JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV |
3 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
3 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
3 |
| Security National Trust Co |
3 |
| QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
3 |
| USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
3 |
| DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I |
3 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A |
3 |
| GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
3 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
3 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
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 High Yield Portfolio Class I Shares |
3 |
| GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional |
3 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
3 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
3 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
3 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
| STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF |
3 |
| TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
3 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
3 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
3 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
| MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A |
3 |
| RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF |
3 |
| Braun Stacey Associates Inc |
3 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
3 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
3 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
3 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
| Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund |
3 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
3 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
3 |
| SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A |
3 |
| WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class |
3 |
| ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I |
3 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
3 |
| Perkins Investment Management, LLC |
3 |
| VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W |
3 |
| IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
3 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
3 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
3 |
| M&G Plc |
3 |
| PENN SERIES FUNDS INC - Mid Core Value Fund |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB |
3 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA |
3 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
3 |
| Calamos Wealth Management LLC |
3 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
3 |
| CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A |
3 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class |
3 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
| DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class |
3 |
| DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
3 |
| ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares |
3 |
| ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
3 |
| APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares |
3 |
| Hilltop National Bank |
3 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
3 |
| MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A |
3 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
3 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| Schafer Cullen Capital Management Inc |
3 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
3 |
| First Foundation Advisors |
3 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
3 |
| Bbr Partners, Llc |
3 |
| FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio |
3 |
| FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund |
3 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
3 |
| JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares |
3 |
| Pax World Management Llc |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A |
3 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
| BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class |
3 |
| Securian Funds Trust - SFT Ivy Small Cap Growth Fund |
3 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 |
3 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
3 |
| Ascend Capital, Llc |
3 |
| Dearborn Partners Llc |
3 |
| Redmile Group, LLC |
3 |
| Naples Money Management LLC |
3 |
| Criterion Capital Advisors, Llc |
3 |
| Advent Capital Management /de/ |
3 |
| Dividend Asset Capital, Llc |
3 |
| Lisanti Capital Growth, LLC |
3 |
| Tyche Wealth Partners LLC |
3 |
| MU Investments Co., Ltd. |
3 |
| Monroe Bank & Trust/mi |
3 |
| Trust Co Of Virginia /va |
3 |
| AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF |
3 |
| Custom Index Systems, Llc |
3 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
3 |
| Standard Life Investments LTD |
3 |
| Stance Capital Llc |
3 |
| Regal Investment Advisors LLC |
3 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
3 |
| Lodestar Investment Counsel Llc/il |
3 |
| Basswood Capital Management, L.l.c. |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| Coastline Trust Co |
3 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
| Capital Investment Advisors, LLC |
3 |
| FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF |
3 |
| Cedrus LLC |
3 |
| Trueblood Wealth Management, LLC |
3 |
| CHGX - EA Series Trust - Stance Sustainable Beta ETF |
3 |
| Unique Wealth Strategies, LLC |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
3 |
| Rockland Trust Co |
3 |
| Athena Capital Advisors Llc |
3 |
| Bridges Investment Management Inc |
3 |
| TrueMark Investments, LLC |
3 |
| Delta Lloyd Nv |
3 |
| L & S Advisors Inc |
3 |
| BKM Wealth Management, LLC |
3 |
| Murphy Pohlad Asset Management LLC |
3 |
| Discovery Capital Management, Llc / Ct |
3 |
| CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund |
3 |
| PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 |
3 |
| High Pointe Capital Management Llc |
3 |
| Factory Mutual Insurance Co |
3 |
| SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund |
3 |
| Riverbridge Partners Llc |
3 |
| HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
3 |
| Personal Capital Advisors Corp |
3 |
| Provident Trust Co |
3 |
| North Point Portfolio Managers Corp/oh |
3 |
| Hara Capital LLC |
3 |
| MeadowBrook Investment Advisors LLC |
3 |
| Ivory Investment Management, Llc |
3 |
| Fielder Capital Group LLC |
3 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I |
3 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
3 |
| QCM Cayman, Ltd. |
3 |
| Altrinsic Global Advisors Llc |
3 |
| BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF |
3 |
| Nicolet Bankshares Inc |
3 |
| Mascagni Wealth Management, Inc. |
3 |
| Avalon Advisors, Llc |
3 |
| Horizon Kinetics LLC |
3 |
| Quantum Capital Management |
3 |
| GLG Partners LP |
3 |
| Knollwood Investment Advisory, LLC |
3 |
| Laffer Investments |
3 |
| United Community Bank |
3 |
| TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
3 |
| Senator Investment Group LP |
3 |
| TD Securities (USA) LLC |
3 |
| Empyrean Capital Partners, LP |
3 |
| Ranger Investment Management, L.P. |
3 |
| Allen Investment Management LLC |
3 |
| Fort Pitt Capital Group Inc |
3 |
| RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF |
3 |
| Tiaa Trust, National Association |
3 |
| FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund |
3 |
| Savvy Advisors, Inc. |
3 |
| Anthracite Investment Company, Inc. |
3 |
| Solaris Asset Management Llc |
3 |
| FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF |
3 |
| Manatuck Hill Partners, LLC |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Provenance Wealth Advisors, LLC |
3 |
| New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class |
3 |
| New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES |
3 |
| Bank Of Hawaii |
3 |
| New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF |
3 |
| First Interstate Bank |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| McKinley Carter Wealth Services, Inc. |
3 |
