| Susquehanna International Group, Llp |
21 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
21 |
| Citigroup Inc |
21 |
| Bank Of America Corp /de/ |
20 |
| UBS Group AG |
20 |
| Proequities, Inc. |
20 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
20 |
| Morgan Stanley |
20 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
19 |
| Deutsche Bank Ag\ |
19 |
| Barclays Plc |
19 |
| Wells Fargo & Company/mn |
19 |
| Citadel Advisors Llc |
19 |
| Royal Bank Of Canada |
19 |
| Goldman Sachs Group Inc |
18 |
| Pacer Advisors, Inc. |
18 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
18 |
| Millennium Management Llc |
18 |
| Northern Trust Corp |
18 |
| Invesco Ltd. |
18 |
| Jpmorgan Chase & Co |
18 |
| State Street Corp |
18 |
| Geode Capital Management, Llc |
18 |
| D. E. Shaw & Co., Inc. |
18 |
| Renaissance Technologies Llc |
17 |
| Ameriprise Financial Inc |
17 |
| Magnetar Financial LLC |
17 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
17 |
| Pnc Financial Services Group, Inc. |
17 |
| Tower Research Capital LLC (TRC) |
17 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
17 |
| SG Americas Securities, LLC |
17 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
17 |
| Fmr Llc |
17 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
17 |
| Credit Suisse Ag/ |
17 |
| BlackRock, Inc. |
17 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
17 |
| BlackRock Fund Advisors |
16 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
16 |
| Bnp Paribas Arbitrage, Sa |
16 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
16 |
| Bank Of Montreal /can/ |
16 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
16 |
| Vanguard Group Inc |
16 |
| Ubs Ag |
16 |
| Aqr Capital Management Llc |
16 |
| Highbridge Capital Management Llc |
16 |
| Allianz Asset Management GmbH |
16 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
16 |
| Two Sigma Investments, Lp |
16 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
16 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
15 |
| Acadian Asset Management Llc |
15 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
15 |
| Verition Fund Management LLC |
15 |
| Victory Capital Management Inc |
15 |
| BlackRock Institutional Trust Company, N.A. |
15 |
| California Public Employees Retirement System |
15 |
| Gabelli Funds Llc |
15 |
| Manufacturers Life Insurance Company, The |
15 |
| Alliancebernstein L.p. |
15 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
15 |
| College Retirement Equities Fund |
15 |
| Jefferies Group LLC |
15 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
15 |
| Creative Planning |
15 |
| BlackRock Advisors LLC |
15 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
15 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
15 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
15 |
| Virtu Financial LLC |
15 |
| Metropolitan Life Insurance Co/ny |
15 |
| Mackay Shields Llc |
14 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
14 |
| Huntington National Bank |
14 |
| Gsa Capital Partners Llp |
14 |
| Panagora Asset Management Inc |
14 |
| Putnam Investments Llc |
14 |
| Nomura Holdings Inc |
14 |
| Charles Schwab Investment Management Inc |
14 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
14 |
| Guggenheim Capital Llc |
14 |
| Rhumbline Advisers |
14 |
| Prelude Capital Management, Llc |
14 |
| Hrt Financial Lp |
14 |
| Two Sigma Advisers, Lp |
14 |
| Toronto Dominion Bank |
14 |
| Walleye Trading LLC |
14 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
14 |
| Group One Trading, L.p. |
14 |
| New York State Common Retirement Fund |
14 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
14 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
14 |
| California State Teachers Retirement System |
14 |
| Nationwide Fund Advisors |
14 |
| Dimensional Fund Advisors Lp |
14 |
| Alberta Investment Management Corp |
14 |
| Us Bancorp \de\ |
14 |
| Bank of New York Mellon Corp |
14 |
| Sei Investments Co |
14 |
| Bridgeway Capital Management Inc |
13 |
| Simplex Trading, Llc |
13 |
| Blackrock Corporate High Yield Fund, Inc. |
13 |
| Bessemer Group Inc |
13 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
13 |
| Quarry LP |
13 |
| New York State Teachers Retirement System |
13 |
| Squarepoint Ops LLC |
13 |
| Wellington Management Group Llp |
13 |
| Tudor Investment Corp Et Al |
13 |
| BlackRock Investment Management, LLC |
13 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
13 |
| Polar Asset Management Partners Inc. |
13 |
| Price T Rowe Associates Inc /md/ |
13 |
| Marshall Wace, Llp |
13 |
| Sonora Investment Management, LLC |
13 |
| Prudential Financial Inc |
13 |
| Russell Frank Co/ |
13 |
| Loomis Sayles & Co L P |
13 |
| PEAK6 Investments, L.P. |
13 |
| Ladenburg Thalmann Financial Services Inc |
13 |
| Balyasny Asset Management Llc |
13 |
| Envestnet Asset Management Inc |
13 |
| Strs Ohio |
13 |
| Captrust Financial Advisors |
13 |
| Federated Hermes, Inc. |
13 |
| ProShare Advisors LLC |
13 |
| Public Employees Retirement System Of Ohio |
13 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
13 |
| American International Group, Inc. |
13 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
13 |
| PDT Partners, LLC |
13 |
| Parametric Portfolio Associates Llc |
13 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
13 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
13 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
13 |
| Municipal Employees' Retirement System of Michigan |
13 |
| BlackRock Group LTD |
13 |
| First Trust Advisors Lp |
13 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
12 |
| MetLife Investment Management, LLC |
12 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
12 |
| Wolverine Asset Management Llc |
12 |
| Capstone Investment Advisors, Llc |
12 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
12 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
12 |
| O'shaughnessy Asset Management, Llc |
12 |
| Guggenheim Strategic Opportunities Fund |
12 |
| Ubs Asset Management Americas Inc |
12 |
| Great West Life Assurance Co /can/ |
12 |
| Legal & General Group Plc |
12 |
| Jacobs Levy Equity Management, Inc |
12 |
| Brandywine Global Investment Management, LLC |
12 |
| Parallax Volatility Advisers, L.P. |
12 |
| Arrowstreet Capital, Limited Partnership |
12 |
| Hsbc Holdings Plc |
12 |
| Sterling Capital Management LLC |
12 |
| Lsv Asset Management |
12 |
| Advisor Group, Inc. |
12 |
| Norges Bank |
12 |
| Gamco Investors, Inc. Et Al |
12 |
| Connor, Clark & Lunn Investment Management Ltd. |
12 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
12 |
| Two Sigma Securities, Llc |
12 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
12 |
| Gotham Asset Management, LLC |
12 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
12 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
12 |
| VTL Associates, LLC |
12 |
| Quantbot Technologies LP |
12 |
| Los Angeles Capital Management Llc |
12 |
| Aperio Group, LLC |
12 |
| Jane Street Group, Llc |
12 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
12 |
| Principal Financial Group Inc |
12 |
| Voya Investment Management Llc |
12 |
| Tiaa Cref Investment Management Llc |
12 |
| Cubist Systematic Strategies, LLC |
12 |
| D.a. Davidson & Co. |
12 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
12 |
| American Century Companies Inc |
12 |
| State Board Of Administration Of Florida Retirement System |
12 |
| Cwm, Llc |
12 |
| State of Tennessee, Treasury Department |
12 |
| Man Group plc |
12 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
12 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
12 |
| Engineers Gate Manager LP |
12 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
12 |
| State Of Wisconsin Investment Board |
12 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
12 |
| Thrivent Financial For Lutherans |
12 |
| A.R.T. Advisors, LLC |
12 |
| Nuveen Asset Management, LLC |
12 |
| Ameritas Investment Partners, Inc. |
12 |
| Teachers Advisors, Llc |
12 |
| Cnh Partners Llc |
12 |
| IFP Advisors, Inc |
12 |
| Northwestern Mutual Wealth Management Co |
12 |
| Campbell & CO Investment Adviser LLC |
12 |
| Lazard Asset Management Llc |
12 |
| Paloma Partners Management Co |
12 |
| Css Llc/il |
12 |
| Swiss National Bank |
12 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
12 |
| Public Sector Pension Investment Board |
12 |
| Macquarie Group Ltd |
12 |
| Tfs Capital Llc |
12 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
12 |
| Teachers Retirement System Of The State Of Kentucky |
12 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
12 |
| Brown Brothers Harriman & Co |
12 |
| Oxford Asset Management Llp |
12 |
| Russell Investments Group, Ltd. |
12 |
| Dynamic Technology Lab Private Ltd |
12 |
| Stifel Financial Corp |
12 |
| Teacher Retirement System Of Texas |
12 |
| Walleye Capital LLC |
12 |
| Trexquant Investment LP |
12 |
| Menta Capital Llc |
12 |
| Louisiana State Employees Retirement System |
11 |
| Qube Research & Technologies Ltd |
11 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
11 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
11 |
| Guggenheim Active Allocation Fund |
11 |
| Globeflex Capital L P |
11 |
| IndexIQ Advisors LLC |
11 |
| Advisory Services Network, LLC |
11 |
| RidgeWorth Capital Management LLC |
11 |
| Mason Street Advisors, Llc |
11 |
| BlueCrest Capital Management Ltd |
11 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
11 |
| Profund Advisors Llc |
11 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
11 |
| Meeder Asset Management Inc |
11 |
| Marshall Wace North America L.P. |
11 |
| PineBridge Investments, L.P. |
11 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
11 |
| LPL Financial LLC |
11 |
| Fifth Third Bancorp |
11 |
| Point72 Hong Kong Ltd |
11 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
11 |
| Amalgamated Bank |
11 |
| Axa S.a. |
11 |
| Comerica Bank |
11 |
| Algert Global Llc |
11 |
| EverSource Wealth Advisors, LLC |
11 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
11 |
| Advisor Group Holdings, Inc. |
11 |
| Cornercap Investment Counsel Inc |
11 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
11 |
| Massmutual Trust Co Fsb/adv |
11 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
11 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
11 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
11 |
| Principal Funds Inc |
11 |
| MetLife Securities, Inc |
11 |
| Steward Partners Investment Advisory, Llc |
11 |
| Quadrant Capital Group Llc |
11 |
| Global Retirement Partners, LLC |
11 |
| Franklin Resources Inc |
11 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
11 |
| Hutchin Hill Capital, LP |
11 |
| Spot Trading L.L.C |
11 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
11 |
| Point72 Asset Management, L.P. |
11 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
11 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
11 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
11 |
| Arizona State Retirement System |
11 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
11 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
11 |
| Wolverine Trading, Llc |
11 |
| Cutler Group LP |
11 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
11 |
| Mutual Of America Capital Management Llc |
11 |
| Glenmede Trust Co Na |
11 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
11 |
| LS Investment Advisors, LLC |
11 |
| SBI Securities Co., Ltd. |
11 |
| Blackrock Core Bond Trust |
11 |
| Texas Permanent School Fund |
11 |
| PEAK6 Investments LLC |
11 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
11 |
| KBC Group NV |
11 |
| Ellington Management Group Llc |
11 |
| ClariVest Asset Management LLC |
11 |
| GWM Advisors LLC |
11 |
| Capital Fund Management S.a. |
11 |
| Nisa Investment Advisors, Llc |
11 |
| MUFG Americas Holdings Corp |
11 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
11 |
| Stevens Capital Management Lp |
11 |
| Managed Account Advisors Llc |
11 |
| Crossmark Global Holdings, Inc. |
10 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
10 |
| Yousif Capital Management, Llc |
10 |
| Voloridge Investment Management, Llc |
10 |
| State of New Jersey Common Pension Fund D |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
10 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
10 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
10 |
| Schonfeld Strategic Advisors LLC |
10 |
| Corebridge Financial, Inc. |
10 |
| Emerald Acquisition Ltd. |
10 |
| National Bank Of Canada /fi/ |
10 |
| Mirae Asset Global Investments Co., Ltd. |
10 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
10 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
10 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
10 |
| Boothbay Fund Management, Llc |
10 |
| Amundi |
10 |
| Capstone Asset Management Co |
10 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
| Schroder Investment Management Group |
10 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
10 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
10 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
10 |
| Oppenheimer Funds Inc |
10 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
10 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
10 |
| HighTower Advisors, LLC |
10 |
| Ground Swell Capital, LLC |
10 |
| Farmers & Merchants Investments Inc |
10 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
10 |
| XTX Topco Ltd |
10 |
| BNP Paribas Asset Management Holding S.A. |
10 |
| Alps Advisors Inc |
10 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
10 |
| Blackrock Multi-sector Income Trust |
10 |
| Petrus Trust Company, LTA |
10 |
| EAM Investors, LLC |
10 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
10 |
| First Hawaiian Bank |
10 |
| DekaBank Deutsche Girozentrale |
10 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
10 |
| Rockefeller Capital Management L.P. |
10 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
10 |
| Farther Finance Advisors, LLC |
10 |
| Eaton Vance Management |
10 |
| Kcg Holdings, Inc. |
10 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
10 |
| Water Island Capital Llc |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
10 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
10 |
| Absolute Return Capital, LLC |
10 |
| Suntrust Banks Inc |
10 |
| Assetmark, Inc |
10 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
10 |
| Piedmont Investment Advisors Llc |
10 |
| Glassman Wealth Services |
10 |
| Virginia Retirement Systems Et Al |
10 |
| Allspring Global Investments Holdings, LLC |
10 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
10 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
10 |
| Deere & Co |
10 |
| Covestor Ltd |
10 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
10 |
| Parallel Advisors, LLC |
10 |
| Commonwealth Equity Services, Llc |
10 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
10 |
| Itau Unibanco Holding S.A. |
10 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
10 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
10 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
10 |
| Oregon Public Employees Retirement Fund |
10 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
10 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
10 |
| Irish Life Investment Managers Ltd. |
10 |
| Systematic Financial Management Lp |
10 |
| Healthcare Of Ontario Pension Plan Trust Fund |
10 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
10 |
| Mackenzie Financial Corp |
10 |
| Exchange Traded Concepts, Llc |
10 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
10 |
| Zacks Investment Management |
10 |
| Lombard Odier Asset Management (USA) Corp |
10 |
| Driehaus Capital Management Llc |
10 |
| State of Alaska, Department of Revenue |
10 |
| Ajo, Lp |
10 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
10 |
| Private Trust Co Na |
10 |
| Raymond James & Associates |
10 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
10 |
| Signaturefd, Llc |
10 |
| Public Employees Retirement Association Of Colorado |
10 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
10 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
10 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
10 |
| Allworth Financial LP |
10 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| Parkside Financial Bank & Trust |
10 |
| Blackrock Ltd Duration Income Trust |
10 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
10 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
10 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
10 |
| Gemmer Asset Management LLC |
10 |
| QS Investors, LLC |
10 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
10 |
| Hillsdale Investment Management Inc. |
10 |
| SRS Capital Advisors, Inc. |
10 |
| Centiva Capital, LP |
10 |
| Vanguard Index Funds |
10 |
| Tiaa-cref Funds |
10 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
10 |
| Truist Financial Corp |
10 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
10 |
| Jump Financial, LLC |
10 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
10 |
| FNY Investment Advisers, LLC |
10 |
| Wealthspire Advisors, L.P. |
10 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
10 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
10 |
| Janus Henderson Group Plc |
10 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
10 |
| Vident Investment Advisory, LLC |
10 |
| Laurion Capital Management LP |
10 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
10 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
| Cresset Asset Management, LLC |
10 |
| Quadrature Capital Ltd |
10 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
10 |
| ExodusPoint Capital Management, LP |
10 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
10 |
| BlackRock Japan Co. Ltd |
10 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
10 |
| Neuberger Berman Group LLC |
10 |
| Lindbrook Capital, Llc |
10 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
10 |
| Advisors Asset Management, Inc. |
10 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
10 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
10 |
| Umb Bank N A/mo |
10 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
10 |
| Royce & Associates Lp |
10 |
| Winton Capital Group Ltd |
10 |
| Assenagon Asset Management S.A. |
10 |
| Versant Capital Management, Inc |
10 |
| Cornerstone Capital Management Holdings Llc. |
10 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
10 |
| State of Wyoming |
10 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
10 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
10 |
| Vanguard World Fund |
10 |
| First Horizon Advisors, Inc. |
10 |
| Y-Intercept (Hong Kong) Ltd |
10 |
| Lord, Abbett & Co. Llc |
10 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
10 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
10 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
10 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
10 |
| Boston Partners |
9 |
| Robeco Institutional Asset Management B.V. |
9 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
9 |
| Ubs Oconnor Llc |
9 |
| True Wealth Design, LLC |
9 |
| Point72 Middle East FZE |
9 |
| Hantz Financial Services, Inc. |
9 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
9 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
9 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
9 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
9 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
9 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
| Hudson Bay Capital Management LP |
9 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
9 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
9 |
| Janney Montgomery Scott LLC |
9 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
9 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
9 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
9 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
9 |
| Natixis Advisors, L.p. |
9 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
9 |
| Raymond James Financial Services Advisors, Inc. |
9 |
| Orion Portfolio Solutions, LLC |
9 |
| Diversified Trust Co |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
9 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
9 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
9 |
| GV Financial Advisors |
9 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
9 |
| Csenge Advisory Group |
9 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
9 |
| Federation des caisses Desjardins du Quebec |
9 |
| Ensign Peak Advisors, Inc |
9 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
9 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
9 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
9 |
| Alliancebernstein Global High Income Fund Inc |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
9 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
9 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
9 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
9 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
9 |
| United Services Automobile Association |
9 |
| Amalgamated Financial Corp. |
9 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
9 |
| Smartleaf Asset Management LLC |
9 |
| Td Asset Management Inc |
9 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
9 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
9 |
| First Quadrant L P/ca |
9 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
9 |
| Dupont Capital Management Corp |
9 |
| Tarbox Family Office, Inc. |
9 |
| Hbk Investments L P |
9 |
| Catalyst Funds Management Pty Ltd |
9 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
9 |
| Larson Financial Group LLC |
9 |
| TCI Wealth Advisors, Inc. |
9 |
| Mercer Global Advisors Inc /adv |
9 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
9 |
| Bryn Mawr Capital Management Inc |
9 |
| Riverhead Capital Management Llc |
9 |
| Analytic Investors, LLC |
9 |
| Quantamental Technologies LLC |
9 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
9 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
9 |
| NEXT Financial Group, Inc |
9 |
| Old Mutual Customised Solutions (proprietary) Ltd |
9 |
| Jupiter Asset Management Ltd |
9 |
| Susquehanna Fundamental Investments, Llc |
9 |
| Oppenheimer & Co Inc |
9 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
9 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
9 |
| OMERS ADMINISTRATION Corp |
9 |
| Canada Pension Plan Investment Board |
9 |
| Ergoteles LLC |
9 |
| Global X Management CO LLC |
9 |
| Cerity Partners LLC |
9 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
9 |
| Graham Capital Management, L.P. |
9 |
| M&t Bank Corp |
9 |
| Amundi Pioneer Asset Management Inc |
9 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
9 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
9 |
| Maryland State Retirement & Pension System |
9 |
| Fuller & Thaler Asset Management, Inc. |
9 |
| Mason Street Advisors, Llc |
9 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
9 |
| Credit Agricole S A |
9 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
9 |
| Keybank National Association/oh |
9 |
| SpiderRock Trading LLC |
9 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
9 |
| Airain ltd |
9 |
| Rothschild Investment Llc |
9 |
| Hartland & Co., LLC |
9 |
| Vantage Consulting Group Inc |
9 |
| Versor Investments LP |
9 |
| GAMMA Investing LLC |
9 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
9 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
9 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
9 |
| Intech Investment Management Llc |
9 |
| Acrospire Investment Management LLC |
9 |
| AMP Capital Investors Ltd |
9 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
9 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
9 |
| Martingale Asset Management L P |
9 |
| Aquatic Capital Management LLC |
9 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
9 |
| Hancock Whitney Corp |
9 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
9 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
9 |
| Howe & Rusling Inc |
9 |
| Sutton Wealth Advisors Inc. |
9 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
9 |
| Mariner, LLC |
9 |
| Cornerstone Advisors, Inc. |
9 |
| SECOR Capital Advisors, LP |
9 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
9 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
9 |
| Toroso Investments, LLC |
9 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
9 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
9 |
| Barrow Hanley Mewhinney & Strauss Llc |
9 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
9 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
9 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
9 |
| First Republic Investment Management, Inc. |
9 |
| Element Capital Management Llc |
9 |
| Stone Ridge Asset Management LLC |
9 |
| Profunds - Profund Vp Small-cap |
9 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
9 |
| Profunds - Profund Vp Ultrasmall-cap |
9 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
9 |
| Asset Management One Co., Ltd. |
9 |
| Bailard, Inc. |
9 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
9 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
9 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
9 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
9 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
9 |
| Ronald Blue Trust, Inc. |
9 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
9 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
9 |
| Raymond James Financial Inc |
9 |
| Jones Financial Companies Lllp |
9 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
9 |
| Aigen Investment Management, Lp |
9 |
| FNY Managed Accounts LLC |
9 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
9 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
9 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
9 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
9 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
9 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
9 |
| Quantinno Capital Management LP |
9 |
| Sei Trust Co |
9 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
9 |
| Landscape Capital Management, L.l.c. |
9 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
9 |
| Kennedy Capital Management, Inc. |
9 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
9 |
| Blackrock Debt Strategies Fund, Inc. |
9 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
9 |
| State Farm Variable Product Trust |
9 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
9 |
| State Farm Mutual Fund Trust |
9 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
9 |
| Dark Forest Capital Management Lp |
9 |
| CIBC Private Wealth Group, LLC |
9 |
| SAC Capital Advisors LP |
9 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
9 |
| Sculptor Capital LP |
9 |
| Coldstream Capital Management Inc |
9 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
8 |
| Stratos Wealth Partners, LTD. |
8 |
| Picton Mahoney Asset Management |
8 |
| Duality Advisers, Lp |
8 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
8 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
8 |
| Police & Firemen's Retirement System of New Jersey |
8 |
| Sofos Investments, Inc. |
8 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
8 |
| AHL Partners LLP |
8 |
| Crestline Management, LP |
8 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
8 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
8 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
8 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
8 |
| Nebula Research & Development LLC |
8 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
8 |
| Belpointe Asset Management LLC |
8 |
| Seizert Capital Partners, Llc |
8 |
| Skopos Labs, Inc. |
8 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
8 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
8 |
| Handelsbanken Fonder AB |
8 |
| Quest Partners LLC |
8 |
| CENTRAL TRUST Co |
8 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
8 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
8 |
| Aviva Plc |
8 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
8 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
8 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
8 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
8 |
| Brevan Howard Capital Management LP |
8 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
8 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
8 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
8 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
8 |
| Rafferty Asset Management, LLC |
8 |
| Catalyst Capital Advisors LLC |
8 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
8 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
8 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
8 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
8 |
| Bayesian Capital Management, LP |
8 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
8 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
8 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
8 |
| CIBC Asset Management Inc |
8 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
8 |
| Shell Asset Management Co |
8 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
8 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
8 |
| Pinnacle Wealth Planning Services, Inc. |
8 |
| National Asset Management, Inc. |
8 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
8 |
| CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF |
8 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
8 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
8 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
8 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
8 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
8 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
8 |
| Bell Investment Advisors, Inc |
8 |
| Tocqueville Asset Management L.p. |
8 |
| CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF |
8 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
8 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
8 |
| Mml Investors Services, Llc |
8 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
8 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
8 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
8 |
| Paradigm Asset Management Co Llc |
8 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
8 |
| FIL Ltd |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
8 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
8 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
8 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
8 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
8 |
| Hotchkis & Wiley Capital Management Llc |
8 |
| Chicago Equity Partners Llc |
8 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
8 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
8 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
8 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
8 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
8 |
| Thompson Davis & Co., Inc. |
8 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
8 |
| Advent Capital Management /de/ |
8 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
8 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
8 |
| Harbour Investments, Inc. |
8 |
| First Manhattan Co |
8 |
| Spire Wealth Management |
8 |
| Bogle Investment Management L P /de/ |
8 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
8 |
| Wedge Capital Management L L P/nc |
8 |
| Investors Research Corp |
8 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
8 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
8 |
| Blair William & Co/il |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
8 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
8 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
8 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
8 |
| Advisory Research Inc |
8 |
| Everence Capital Management Inc |
8 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
8 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
8 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
8 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
8 |
| Point72 Asia (Singapore) Pte. Ltd. |
8 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
8 |
| Occudo Quantitative Strategies Lp |
8 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
8 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
8 |
| New York Life Investment Management Llc |
8 |
| Clinton Group Inc |
8 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
8 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
8 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
8 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
8 |
| Convergence Investment Partners, LLC |
8 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
8 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
8 |
| Clear Street Markets Llc |
8 |
| Elkfork Partners LLC |
8 |
| Teza Capital Management LLC |
8 |
| Veriti Management LLC |
8 |
| Clearbridge Investments, LLC |
8 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
8 |
| Natixis |
8 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
8 |
| Nuveen, LLC |
8 |
| Weiss Asset Management LP |
8 |
| Alambic Investment Management, L.P. |
8 |
| Hexagon Capital Partners LLC |
8 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
8 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
8 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
8 |
| Numeric Investors Llc |
8 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
8 |
| Nine Chapters Capital Management LLC |
8 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
8 |
| Assured Investment Management LLC |
8 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
8 |
| AdvisorNet Financial, Inc |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
8 |
| Private Capital Group, LLC |
8 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
8 |
| Foundry Partners, LLC |
8 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
8 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
8 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
8 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
8 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
8 |
| Quantitative Systematic Strategies LLC |
8 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
8 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
8 |
| Cibc World Markets Corp |
8 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
8 |
| Benjamin F. Edwards & Company, Inc. |
8 |
| Campbell Multi-strategy Trust |
8 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
8 |
| Harvest Group Wealth Management, Llc |
8 |
| TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF |
8 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
8 |
| Brown Advisory Inc |
8 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
8 |
| Mitsubishi UFJ Trust & Banking Corp |
8 |
| Salem Investment Counselors Inc |
8 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
8 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
8 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
8 |
| Bowling Portfolio Management LLC |
8 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
8 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
8 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
8 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
8 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
7 |
| Employees Retirement System of Texas |
7 |
| Wbi Investments, Inc. |
7 |
| Vident Advisory, LLC |
7 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
7 |
| Rational Advisors Llc |
7 |
| PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I |
7 |
| First Citizens Bank & Trust Co |
7 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
7 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
7 |
| Klp Kapitalforvaltning As |
7 |
| Hanseatic Management Services Inc |
7 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
7 |
| Ellevest, Inc. |
7 |
| First Eagle Investment Management, LLC |
7 |
| Glen Harbor Capital Management LLC |
7 |
| Meadow Creek Investment Management LLC |
7 |
| SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF |
7 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
7 |
| 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 |
7 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
7 |
| SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 |
7 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
7 |
| CIBC World Markets Inc. |
7 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
7 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
7 |
| Van Eck Associates Corp |
7 |
| Dean Investment Associates, Llc |
7 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
7 |
| Plante Moran Financial Advisors, LLC |
7 |
| Ontario Teachers Pension Plan Board |
7 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
7 |
| International Assets Investment Management, Llc |
7 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
7 |
| Ameritas Investment Corp |
7 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
7 |
| Tfo-tdc, Llc |
7 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
7 |
| Richard Bernstein Advisors LLC |
7 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
7 |
| Thompson Siegel & Walmsley Llc |
7 |
| Baird Financial Group, Inc. |
7 |
| Maverick Capital Ltd |
7 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
7 |
| Philadelphia Trust Co |
7 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class |
7 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
7 |
| Capula Management Ltd |
7 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
7 |
| Fortitude Family Office, LLC |
7 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
7 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
7 |
| NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A |
7 |
| Seven Eight Capital, Lp |
7 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
7 |
| Pictet Asset Management Holding SA |
7 |
| IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF |
7 |
| Tompkins Financial Corp |
7 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
7 |
| Brinker Capital Investments, LLC |
7 |
| Creative Financial Designs Inc /adv |
7 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
7 |
| Sageworth Trust Co |
7 |
| C M Bidwell & Associates Ltd |
7 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
7 |
| Xact Kapitalforvaltning AB |
7 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
7 |
| Atria Investments Llc |
7 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
7 |
| First Financial Corp /in/ |
7 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
7 |
| Fisher Asset Management, LLC |
7 |
| Shelton Capital Management |
7 |
| Nomura Asset Management Co Ltd |
7 |
| HAP Trading, LLC |
7 |
| Dreman Value Management, L L C |
7 |
| Fox Run Management, L.l.c. |
7 |
| Vantagepoint Funds |
7 |
| Atlantic Trust, LLC |
7 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
| Spark Investment Management LLC |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
7 |
| Koshinski Asset Management, Inc. |
7 |
| Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A |
7 |
| JustInvest LLC |
7 |
| KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A |
7 |
| Monarch Partners Asset Management LLC |
7 |
| Carroll Financial Associates, Inc. |
7 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
7 |
| Northern Trust Co Of Connecticut |
7 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
7 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
7 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
7 |
| Bridgewater Associates, LP |
7 |
| Heartland Advisors Inc |
7 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
7 |
| EntryPoint Capital, LLC |
7 |
| Venturi Wealth Management, LLC |
7 |
| Sowell Financial Services LLC |
7 |
| BI Asset Management Fondsmaeglerselskab A/S |
7 |
| Massachusetts Financial Services Co /ma/ |
7 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
7 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A |
7 |
| Pathstone Holdings, LLC |
7 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
7 |
| VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
7 |
| TD Waterhouse Canada Inc. |
7 |
| Alyeska Investment Group, L.P. |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
7 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
7 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
7 |
| Point72 (DIFC) Ltd |
7 |
| Toth Financial Advisory Corp |
7 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
7 |
| Palisade Capital Management Llc/nj |
7 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
7 |
| Navellier & Associates Inc |
7 |
| Old Mutual Global Investors (UK) Ltd. |
7 |
| Moody National Bank Trust Division |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| Bokf, Na |
7 |
| Cetera Investment Advisers |
7 |
| Ethic Inc. |
7 |
| Karp Capital Management Corp |
7 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
7 |
| James Investment Research Inc |
7 |
| Synovus Financial Corp |
7 |
| IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF |
7 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
7 |
| QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
7 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
7 |
| XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF |
7 |
| Visium Asset Management, LP |
7 |
| Nbc Securities, Inc. |
7 |
| Geneos Wealth Management Inc. |
7 |
| Whittier Trust Co |
7 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
7 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
7 |
| PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 |
7 |
| Vestcor Inc |
7 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
7 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
7 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
7 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
7 |
| Nordea Investment Management Ab |
7 |
| Keebeck Alpha, LP |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
7 |
| Legacy Financial Advisors, Inc. |
7 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
7 |
| BlackRock Credit Strategies Fund |
7 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
7 |
| Gabelli Dividend & Income Trust |
7 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
7 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
7 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
7 |
| Xponance, Inc. |
7 |
| Caption Management, LLC |
7 |
| SVPIX - Profunds - Small-cap Value Profund Investor Class |
7 |
| Sandy Spring Bank |
7 |
| DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares |
7 |
| GAM Holding AG |
7 |
| Weld Capital Management Llc |
7 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
7 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
7 |
| SGPIX - Profunds - Small-cap Growth Profund Investor Class |
7 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
7 |
| Resources Investment Advisors, LLC. |
7 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
7 |
| Headlands Technologies LLC |
7 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
7 |
| JNL SERIES TRUST - JNL Small Cap Index Fund (I) |
7 |
| IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF |
7 |
| SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A |
7 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
7 |
| NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A |
7 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
7 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
7 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
7 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
7 |
| Capital Performance Advisors Llp |
7 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
7 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
7 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
7 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
7 |
| Summit Trail Advisors, Llc |
7 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
7 |
| VVSCX - VALIC Co I - Small Cap Value Fund |
7 |
| RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF |
7 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
7 |
| Abound Wealth Management |
7 |
| New England Securities Corp /MA/ |
7 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
7 |
| Jfs Wealth Advisors, Llc |
7 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
7 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
7 |
| Snowden Capital Advisors LLC |
7 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
7 |
| Eqis Capital Management, Inc. |
7 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
7 |
| Alphacrest Capital Management Llc |
7 |
| Profunds - Profund Vp Small-cap Growth |
7 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
7 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
7 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
7 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
7 |
| Profunds - Profund Vp Small-cap Value |
7 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
7 |
| Counterpoint Mutual Funds LLC |
7 |
| Axq Capital, Lp |
7 |
| Commonwealth Bank Of Australia |
7 |
| Aster Capital Management (DIFC) Ltd |
7 |
| Invesco Bond Fund |
7 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
7 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
7 |
| RBF Capital, LLC |
7 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
7 |
| Mint Tower Capital Management B.V. |
7 |
| Alpine Global Management, LLC |
7 |
| Qs Batterymarch Financial Management, Inc |
7 |
| Wipfli Financial Advisors Llc, |
7 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
7 |
| Fieldpoint Private Securities, LLC |
7 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
7 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
7 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
7 |
| OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A |
7 |
| Flinton Capital Management LLC |
7 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
7 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
7 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
7 |
| XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF |
7 |
| Innealta Capital, Llc |
7 |
| Pathstone Family Office, Llc |
7 |
| APG Asset Management N.V. |
7 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
7 |
| JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF |
7 |
| SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares |
7 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
7 |
| Empowered Funds, LLC |
7 |
| Tortoise Investment Management, LLC |
7 |
| SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF |
7 |
| Empirical Finance, LLC |
7 |
| CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares |
7 |
| VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares |
7 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
7 |
| Cornerstone Planning Group LLC |
7 |
| UniSuper Management Pty Ltd |
7 |
| NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A |
7 |
| Cetera Advisor Networks LLC |
7 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
7 |
| MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class |
7 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
7 |
| Ci Investments Inc. |
7 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
7 |
| VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares |
7 |
| Hartford Mutual Funds Inc/ct |
7 |
| ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF |
7 |
| Principal Securities, Inc. |
7 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
7 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
7 |
| Illinois Municipal Retirement Fund |
7 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
7 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
7 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
7 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
7 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
7 |
| SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF |
7 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A |
7 |
| Weiss Multi-Strategy Advisers LLC |
7 |
| Private Wealth Management Group, LLC |
7 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
7 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
7 |
| SJS Investment Consulting Inc. |
7 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
7 |
| PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF |
6 |
| Moore Capital Management, Lp |
6 |
| Savant Capital, LLC |
6 |
| Humankind Benefit Corp - Humankind US Stock ETF |
6 |
| RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H |
6 |
| Pictet Asset Management Sa |
6 |
| Skandinaviska Enskilda Banken AB (publ) |
6 |
| LMR Partners LLP |
6 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
6 |
| Delpha Capital Management, Llc |
6 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
6 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
6 |
| First Capital Advisors Group, LLC. |
6 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
6 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
6 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
6 |
| Lido Advisors, LLC |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 |
6 |
| First Mercantile Trust Co |
6 |
| AlphaMark Advisors, LLC |
6 |
| DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
6 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
6 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
6 |
| Edgestream Partners, L.P. |
6 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
6 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. |
6 |
| Mendota Financial Group, LLC |
6 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
6 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
6 |
| Smith Asset Management Group Lp |
6 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
6 |
| Whitebox Advisors Llc |
6 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
6 |
| FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund |
6 |
| Yorktown Management & Research Co Inc |
6 |
| Ieq Capital, Llc |
6 |
| State Of Michigan Retirement System |
6 |
| Zebra Capital Management LLC |
6 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
6 |
| Cambria Investment Management, L.P. |
6 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
6 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
6 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
6 |
| IHT Wealth Management, LLC |
6 |
| U.S. Capital Wealth Advisors, LLC |
6 |
| Affinity Investment Advisors, Llc |
6 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
6 |
| Caisse De Depot Et Placement Du Quebec |
6 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
6 |
| STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF |
6 |
| Steward Financial Group LLC |
6 |
| Nicholas Investment Partners, LP |
6 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
6 |
| Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A |
6 |
| American Portfolios Advisors |
6 |
| Timber Hill LLC |
6 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
6 |
| Graves-Light Private Wealth Management, Inc. |
6 |
| Comerica Securities,inc. |
6 |
| General Motors Investment Management Corp |
6 |
| Neuburgh Advisers LLC |
6 |
| Royce Value Trust Inc |
6 |
| Saba Capital Management, L.P. |
6 |
| Great Lakes Advisors, Llc |
6 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
6 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
6 |
| Advisors Preferred, LLC |
6 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
6 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
6 |
| Caxton Associates Lp |
6 |
| Prescott Group Capital Management, L.l.c. |
6 |
| Manchester Capital Management LLC |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
6 |
| Retirement Systems of Alabama |
6 |
| Highland Capital Management, Llc |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class |
6 |
| CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF |
6 |
| Smithfield Trust Co |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
6 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
6 |
| MAI Capital Management |
6 |
| CWM Advisors, LLC |
6 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
6 |
| Holocene Advisors, LP |
6 |
| Old Mission Capital Llc |
6 |
| FourThought Financial, LLC |
6 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
6 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
6 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
6 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
6 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
6 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
6 |
| Guardian Wealth Advisors, LLC |
6 |
| Prudential Plc |
6 |
| MASTER BOND LLC - Master Total Return Portfolio |
6 |
| NumerixS Investment Technologies Inc |
6 |
| Quantitative Investment Management, LLC |
6 |
| Wedbush Securities Inc |
6 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
6 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
6 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
6 |
| Berman Capital Advisors, LLC |
6 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
6 |
| Oppenheimer Asset Management Inc. |
6 |
| Mfs Charter Income Trust |
6 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
6 |
| Mount Yale Investment Advisors, LLC |
6 |
| North Star Investment Management Corp. |
6 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
6 |
| USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares |
6 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
6 |
| Integrated Wealth Management |
6 |
| Montag A & Associates Inc |
6 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
6 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
6 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
6 |
| Capital One, National Association |
6 |
| GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y |
6 |
| Profunds - Profund Vp Oil & Gas |
6 |
| Catapult Capital Management Llc |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
6 |
| RFP Financial Group LLC |
6 |
| Securian Asset Management, Inc |
6 |
| Wealth Enhancement Advisory Services, Llc |
6 |
| Cadence Capital Management Llc |
6 |
| Schubert & Co |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class |
6 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
6 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
6 |
| Atom Investors LP |
6 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
6 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
6 |
| Alpha Windward Llc |
6 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
6 |
| Hl Financial Services Llc |
6 |
| Arrowgrass Capital Partners (us) Lp |
6 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
6 |
| Boston Advisors Llc |
6 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
6 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
6 |
| Tfs Capital Investment Trust |
6 |
| ARGI Investment Services, LLC |
6 |
| CI Private Wealth, LLC |
6 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
6 |
| Jane Street Holding, LLC |
6 |
| Liberty Mutual Group Asset Management Inc. |
6 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
6 |
| Rydex Etf Trust |
6 |
| Jennison Associates Llc |
6 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
6 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
6 |
| Lmcg Investments, Llc |
6 |
| Ancora Advisors, LLC |
6 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
| Pinnacle Associates Ltd |
6 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
6 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
6 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
6 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
6 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
6 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class |
6 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
6 |
| FundVantage Trust - Verplanck Balanced Fund |
6 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
6 |
| Disciplined Investments, LLC |
6 |
| DLD Asset Management, LP |
6 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
6 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
6 |
| Rsm Us Wealth Management Llc |
6 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
6 |
| DiNuzzo Private Wealth, Inc. |
6 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
6 |
| Enterprise Financial Services Corp |
6 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
6 |
| Daiwa Securities Group Inc. |
6 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
6 |
| Diametric Capital, LP |
6 |
| ETRADE Capital Management LLC |
6 |
| Contravisory Investment Management, Inc. |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio |
6 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
6 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
6 |
| Valeo Financial Advisors, LLC |
6 |
| Eagle Asset Management Inc |
6 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
6 |
| South Dakota Investment Council |
6 |
| Proficio Capital Partners LLC |
6 |
| Regions Financial Corp |
6 |
| Segall Bryant & Hamill, Llc |
6 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
6 |
| Princeton Alpha Management LP |
6 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
6 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
6 |
| DRW Securities, LLC |
6 |
| Cordant, Inc. |
6 |
| Concord Wealth Partners |
6 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
6 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity |
6 |
| Twin Peaks Wealth Advisors, LLC |
6 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
6 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
6 |
| Sherbrooke Park Advisers Llc |
6 |
| Oppenheimer Etf Trust |
6 |
| Shepherd Kaplan Krochuk, Llc |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
6 |
| Focused Wealth Management, Inc |
6 |
| USA Financial Portformulas Corp |
6 |
| Matarin Capital Management, LLC |
6 |
| Patriot Financial Group Insurance Agency, LLC |
6 |
| WFG Advisors, LP |
6 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
6 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
6 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
6 |
| Stephens Consulting, LLC |
6 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
6 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
| Erste Asset Management GmbH |
6 |
| Edmond De Rothschild Holding S.a. |
6 |
| SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF |
6 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
6 |
| Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) |
6 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
6 |
| Vanguard Horizon Funds |
6 |
| Pitcairn Co |
6 |
| XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF |
6 |
| GLG Partners LP |
6 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
6 |
| GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class |
6 |
| CoreCap Advisors, LLC |
6 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
6 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
6 |
| Symphony Asset Management Llc |
6 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
6 |
| Pine River Capital Management L.P. |
6 |
| Bridgefront Capital, LLC |
6 |
| Twinbeech Capital Lp |
6 |
| Mfs Multimarket Income Trust |
6 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
6 |
| Signet Financial Management, Llc |
6 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
6 |
| Hartford Investment Management Co |
6 |
| J. Goldman & Co LP |
6 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
6 |
| Rehmann Capital Advisory Group |
6 |
| Rialto Wealth Management, LLC |
6 |
| FinTrust Capital Advisors, LLC |
6 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
6 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
6 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
6 |
| Jefferies Financial Group Inc. |
6 |
| SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF |
6 |
| Capital Advisors, Ltd. LLC |
6 |
| WealthTrust Axiom LLC |
6 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
6 |
| Dorsey Wright & Associates |
6 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
6 |
| Sawtooth Solutions, LLC |
6 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
6 |
| Hennessy Advisors Inc |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
6 |
| Kingsview Wealth Management, LLC |
6 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
6 |
| FNY Partners Fund LP |
6 |
| Optiver Holding B.V. |
6 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
6 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
6 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
6 |
| EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF |
6 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
6 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
6 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
6 |
| FORA Capital, LLC |
6 |
| Blueshift Asset Management, LLC |
6 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
6 |
| Altshuler Shaham Ltd |
6 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
6 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
6 |
| Independent Portfolio Consultants, Inc. |
6 |
| Silvercrest Asset Management Group Llc |
6 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
6 |
| Caitong International Asset Management Co., Ltd |
6 |
| Calamos Advisors LLC |
6 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
6 |
| Qrg Capital Management, Inc. |
6 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
6 |
| WPG Advisers, LLC |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
6 |
| PENN SERIES FUNDS INC - International Equity Fund |
6 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
6 |
| RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF |
6 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
6 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
5 |
| Mill Creek Capital Advisors, LLC |
5 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
| LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares |
5 |
| Gradient Investments LLC |
5 |
| Vise Technologies, Inc. |
5 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
5 |
| Clear Street Llc |
5 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
5 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
5 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
5 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
5 |
| Advisor Resource Council |
5 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
5 |
| Key FInancial Inc |
5 |
| Westpac Banking Corp |
5 |
| Financial Management Professionals, Inc. |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
5 |
| HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class |
5 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
5 |
| HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| Pictet Asset Management Ltd |
5 |
| Peak6 Llc |
5 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
5 |
| BBT Capital Management, LLC |
5 |
| Bank Of Nova Scotia |
5 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
5 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
5 |
| Man Investments Ltd |
5 |
| Walthausen & Co., LLC |
5 |
| Ibex Investors LLC |
5 |
| Cable Hill Partners, LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
5 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
5 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
5 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
5 |
| Banque Cantonale Vaudoise |
5 |
| Quent Capital, LLC |
5 |
| Strategic Investment Management, Llc |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| Artisan Partners Limited Partnership |
5 |
| People's United Financial, Inc. |
5 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
5 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
5 |
| Avantax Advisory Services, Inc. |
5 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
5 |
| United Capital Financial Advisers, Llc |
5 |
| Sargent Bickham Lagudis LLC |
5 |
| Sanctuary Advisors, LLC |
5 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
5 |
| SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF |
5 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
5 |
| Wealthfront Inc |
5 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
5 |
| Money Concepts Capital Corp |
5 |
| Continuum Advisory, LLC |
5 |
| Strategic Investment Solutions, Inc. /IL |
5 |
| Bollard Group LLC |
5 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
| Inceptionr Llc |
5 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
5 |
| Dean Capital Management |
5 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
5 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
5 |
| Cutler Capital Management, LLC |
5 |
| Advanced Series Trust - Ast High Yield Portfolio |
5 |
| Twin Tree Management, LP |
5 |
| TCTC Holdings, LLC |
5 |
| ISAM Funds (UK) Ltd |
5 |
| Credit Suisse Asset Management Income Fund Inc |
5 |
| World Asset Management Inc |
5 |
| Ing Groep Nv |
5 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
5 |
| Jain Global LLC |
5 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
5 |
| Chartwell Investment Partners, Llc |
5 |
| ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class |
5 |
| Guggenheim Credit Allocation Fund |
5 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
5 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
5 |
| Northwestern Mutual Investment Management Company, Llc |
5 |
| Guggenheim Taxable Municipal Managed Duration Trust |
5 |
| Shay Capital LLC |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
5 |
| Roble, Belko & Company, Inc |
5 |
| Sciencast Management LP |
5 |
| Glazer Capital, Llc |
5 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
5 |
| Pnc Funds |
5 |
| Wexford Capital Lp |
5 |
| Wilmington Funds Management Corp |
5 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
5 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
5 |
| DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A |
5 |
| RMB Capital Management, LLC |
5 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
5 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
5 |
| Hanson & Doremus Investment Management |
5 |
| Pinkerton Retirement Specialists, LLC |
5 |
| CAPROCK Group, Inc. |
5 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
5 |
| Childress Capital Advisors, Llc |
5 |
| HFM Investment Advisors, LLC |
5 |
| Redwood Wealth Management Group, LLC |
5 |
| EAM Global Investors LLC |
5 |
| Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A |
5 |
| Glenmede Investment Management, LP |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class |
5 |
| Pearl River Capital, LLC |
5 |
| SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF |
5 |
| CenterStar Fund, LLC |
5 |
| Chase Investment Counsel Corp |
5 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
5 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
5 |
| StoneX Group Inc. |
5 |
| Raleigh Capital Management Inc. |
5 |
| Impax Asset Management Group plc |
5 |
| Gargoyle Investment Advisor L.L.C. |
5 |
| Verdence Capital Advisors LLC |
5 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
5 |
| Mutual Advisors, LLC |
5 |
| Td Private Client Wealth Llc |
5 |
| Kowal Investment Group, LLC |
5 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
5 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
5 |
| XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A |
5 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
5 |
| Rothschild Asset Management Inc |
5 |
| Scotia Capital Inc. |
5 |
| Pioneer Diversified High Income Trust |
5 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
5 |
| Boston Private Wealth Llc |
5 |
| Equitec Specialists, Llc |
5 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
5 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
5 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
5 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
5 |
| Santa Fe Partners LLC |
5 |
| Aristides Capital LLC |
5 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
5 |
| Clear Harbor Asset Management, LLC |
5 |
| L & S Advisors Inc |
5 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
5 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
5 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
5 |
| Robeco Schweiz AG |
5 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
5 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
5 |
| Candriam Luxembourg S.C.A. |
5 |
| Cassady Schiller Wealth Management, LLC |
5 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
5 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
5 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
| Credit Suisse High Yield Bond Fund |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| Corton Capital Inc. |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
5 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
5 |
| Calamos Global Dynamic Income Fund |
5 |
| Calamos Global Total Return Fund |
5 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
5 |
| Van Hulzen Asset Management, LLC |
5 |
| Stephens Inc /ar/ |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
5 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
5 |
| Alpha Paradigm Partners, LLC |
5 |
| Avantax Planning Partners, Inc. |
5 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
| Mizuho Securities Usa Llc |
5 |
| Eaton Vance Ltd Duration Income Fund |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
5 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
5 |
| K2 Principal Fund, L.p. |
5 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
5 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
5 |
| FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF |
5 |
| Cowen And Company, Llc |
5 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
5 |
| Opal Wealth Advisors, LLC |
5 |
| XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF |
5 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
5 |
| Wilbanks Smith & Thomas Asset Management Llc |
5 |
| Redwood Investment Management, Llc |
5 |
| Annis Gardner Whiting Capital Advisors, LLC |
5 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
5 |
| Capstone Series Fund Inc |
5 |
| Artemis Investment Management LLP |
5 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
5 |
| DCM Advisors, LLC |
5 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
5 |
| Hemington Wealth Management |
5 |
| Zions Bancorporation, N.A. |
5 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
5 |
| Beaird Harris Wealth Management, LLC |
5 |
| XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF |
5 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
5 |
| Brighton Jones Llc |
5 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
5 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
5 |
| Truvestments Capital Llc |
5 |
| FDx Advisors, Inc. |
5 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
5 |
| XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
5 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
5 |
| Clark Capital Management Group, Inc. |
5 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
5 |
| Icon Advisers Inc/co |
5 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
5 |
| Covington Capital Management |
5 |
| Horizon Investments, LLC |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
5 |
| Virginia Retirement System |
5 |
| Bare Financial Services, Inc |
5 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
5 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
5 |
| Cipher Capital LP |
5 |
| First Pacific Financial |
5 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
5 |
| Gabelli Equity Series Funds Inc |
5 |
| Parisi Gray Wealth Management |
5 |
| Lee Financial Co |
5 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
5 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
5 |
| Brinker Capital Inc |
5 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
5 |
| MUFG Securities EMEA plc |
5 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
5 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
5 |
| Azzad Asset Management Inc /adv |
5 |
| Tucker Asset Management Llc |
5 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| Arlington Partners LLC |
5 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
5 |
| Knight Capital Group, Inc. |
5 |
| Prime Capital Investment Advisors, LLC |
5 |
| Eubel Brady & Suttman Asset Management Inc |
5 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
5 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
5 |
| Trustcore Financial Services, Llc |
5 |
| First Midwest Bank Trust Division |
5 |
| SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF |
5 |
| AE Wealth Management LLC |
5 |
| EHP Funds Inc. |
5 |
| Warren Averett Asset Management, LLC |
5 |
| Prospera Financial Services Inc |
5 |
| Cullen/frost Bankers, Inc. |
5 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
5 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
5 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
5 |
| Kapitalo Investimentos Ltda |
5 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
5 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
5 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
5 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
5 |
| Golden State Wealth Management, LLC |
5 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
5 |
| AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class |
5 |
| XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF |
5 |
| Scientech Research LLC |
5 |
| Valley National Advisers Inc |
5 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
5 |
| IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF |
5 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
5 |
| Tcwp Llc |
5 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
5 |
| DnB Asset Management AS |
5 |
| Private Advisor Group, LLC |
5 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
5 |
| VCSVX - VALIC Co II - Small Cap Value Fund |
5 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
5 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
5 |
| Summit Global Investments |
5 |
| DAVENPORT & Co LLC |
5 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
5 |
| Checchi Capital Advisers, LLC |
5 |
| Gendell Jeffrey L |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
5 |
| Chevy Chase Trust Holdings, Inc. |
5 |
| Rise Advisors, LLC |
5 |
| Parametrica Management Ltd |
5 |
| Lucus Advisors Llc |
5 |
| Phocas Financial Corp. |
5 |
| VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 |
5 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
5 |
| Susquehanna Portfolio Strategies, LLC |
5 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
5 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
5 |
| Legato Capital Management LLC |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 |
5 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
5 |
| McIlrath & Eck, LLC |
5 |
| Ameritas Advisory Services, LLC |
5 |
| Gts Securities Llc |
5 |
| Ritholtz Wealth Management |
5 |
| Ziegler Capital Management, LLC |
5 |
| AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF |
5 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
5 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
5 |
| D'Orazio & Associates, Inc. |
5 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
5 |
| New England Research & Management, Inc. |
5 |
| Denali Advisors Llc |
5 |
| Global Financial Private Client, LLC |
5 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio |
5 |
| UMA Financial Services, Inc. |
5 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
5 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
5 |
| Archer Investment Corp |
5 |
| Rotella Capital Management, Inc. |
5 |
| Mirabella Financial Services Llp |
5 |
| Meridian Wealth Partners, LLC |
5 |
| Hm Payson & Co |
5 |
| Cinctive Capital Management LP |
5 |
| Capital World Investors |
5 |
| Baker Avenue Asset Management, LP |
5 |
| LRI Investments, LLC |
5 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
5 |
| Oakworth Capital, Inc. |
5 |
| Levin Capital Strategies, L.p. |
5 |
| Carolinas Wealth Consulting Llc |
5 |
| Koch Industries Inc |
5 |
| BDO Wealth Advisors, LLC |
5 |
| Bogart Wealth, LLC |
5 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
5 |
| Moors & Cabot, Inc. |
5 |
| Gyon Technologies Capital Management, LP |
5 |
| Entropy Technologies, LP |
5 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
5 |
| SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 |
5 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
5 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
5 |
| Gabelli Equity Trust Inc |
5 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
5 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
5 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
5 |
| Gabelli Global Small & Mid Cap Value Trust |
5 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
5 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
5 |
| nVerses Capital, LLC |
5 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
5 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
5 |
| Reilly Financial Advisors, Llc |
5 |
| EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class |
5 |
| New Mexico Educational Retirement Board |
5 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
5 |
| Evergreen Capital Management Llc |
5 |
| Johnson Financial Group, Inc. |
5 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
5 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
5 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
5 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
5 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
5 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
5 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
5 |
| Evercore Wealth Management, LLC |
5 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
5 |
| STXK - EA Series Trust - Strive Small-Cap ETF |
5 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
5 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
5 |
| Bay Harbor Wealth Management, LLC |
5 |
| Index Management Solutions, LLC |
5 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
5 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
5 |
| Parkworth Wealth Management, Inc. |
5 |
| Financial Gravity Companies, Inc. |
5 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
5 |
| SageView Advisory Group, LLC |
5 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
5 |
| Sound Income Strategies, LLC |
5 |
| Central Pacific Bank - Trust Division |
5 |
| Stoneridge Investment Partners Llc |
5 |
| Whittier Trust Co Of Nevada Inc |
5 |
| American Funds Insurance Series |
5 |
| Cary Street Partner Investment Advisory Llc |
5 |
| Bluefin Trading, LLC |
4 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
4 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
4 |
| Harbor Investment Advisory, Llc |
4 |
| Stifel Nicolaus & Co Inc \mo\ |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| Virtus Investment Advisers, Inc. |
4 |
| Simplicity Wealth,LLC |
4 |
| Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
4 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
| First Personal Financial Services |
4 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
4 |
| NatWest Group plc |
4 |
| SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A |
4 |
| Advance Capital I Inc |
4 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
4 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
4 |
| CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A |
4 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
4 |
| EverPoint Asset Management, LLC |
4 |
| Cambridge Trust Co |
4 |
| Spears Abacus Advisors LLC |
4 |
| XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF |
4 |
| Newland Capital Management, Llc |
4 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
4 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| Johnson Investment Counsel Inc |
4 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
4 |
| BNP Paribas Investment Partners S.A. |
4 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
4 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
4 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
4 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
4 |
| SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I |
4 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
4 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
4 |
| Longfellow Investment Management Co Llc |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| Perigon Wealth Management, LLC |
4 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
4 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
4 |
| Munder Capital Management |
4 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
4 |
| Societe Generale |
4 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
4 |
| Hatteras Alternative Mutual Funds, LLC |
4 |
| Forum Financial Management, LP |
4 |
| Heritage Wealth Advisors |
4 |
| Elite Wealth Management, Inc. |
4 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
4 |
| Jacobi Capital Management LLC |
4 |
| Kepos Capital LP |
4 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
4 |
| HB Wealth Management, LLC |
4 |
| Barings Llc |
4 |
| King Luther Capital Management Corp |
4 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
4 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
| Vanguard Explorer Fund |
4 |
| Vantage Investment Advisors, LLC |
4 |
| Maven Securities LTD |
4 |
| Hgk Asset Management Inc |
4 |
| Independent Advisor Alliance |
4 |
| PENN SERIES FUNDS INC - High Yield Bond Fund |
4 |
| Level Four Advisory Services, Llc |
4 |
| Tyers Asset Management LLC |
4 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
4 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
4 |
| Brave Asset Management Inc |
4 |
| MMCAP International Inc. SPC |
4 |
| Cigna Investments Inc /new |
4 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
4 |
| Advantage Investment Management, Llc |
4 |
| Aptus Capital Advisors, LLC |
4 |
| EA Series Trust |
4 |
| HYFI - AB Active ETFs, Inc. - AB High Yield ETF |
4 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
4 |
| Knights of Columbus Asset Advisors LLC |
4 |
| Westside Investment Management, Inc. |
4 |
| Buckingham Strategic Partners |
4 |
| MARSHALL WACE ASIA Ltd |
4 |
| Regentatlantic Capital Llc |
4 |
| Deltec Asset Management Llc |
4 |
| Pendal Group Ltd |
4 |
| BTC Capital Management, Inc. |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| Apollon Wealth Management, LLC |
4 |
| Adirondack Trust Co |
4 |
| Park Avenue Securities Llc |
4 |
| Donoghue Forlines LLC |
4 |
| Integrated Quantitative Investments LLC |
4 |
| Angelo Gordon & Co., L.p. |
4 |
| Calvert Investment Management, Inc. |
4 |
| Standard Life Aberdeen plc |
4 |
| Guyasuta Investment Advisors Inc |
4 |
| SG3 Management, LLC |
4 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| Falcon Point Capital, Llc |
4 |
| Lighthouse Investment Partners, LLC |
4 |
| Front Row Advisors LLC |
4 |
| Kovack Advisors, Inc. |
4 |
| Legacy Capital Group California, Inc. |
4 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
4 |
| Invesco High Income Trust Ii |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
4 |
| COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ |
4 |
| Nilsine Partners, LLC |
4 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
4 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
4 |
| Atwood & Palmer Inc |
4 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
4 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| Fifth Third Wealth Advisors LLC |
4 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| Psagot Investment House Ltd. |
4 |
| Northpointe Capital Llc |
4 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
4 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
4 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
4 |
| Highline Wealth Partners Llc |
4 |
| Beck Capital Management, Llc |
4 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
4 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| Soros Fund Management Llc |
4 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
4 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
4 |
| FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund |
4 |
| FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A |
4 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
4 |
| Magnus Financial Group LLC |
4 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
4 |
| Miller Howard Investments Inc /ny |
4 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
4 |
| FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund |
4 |
| SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF |
4 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
4 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
4 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
4 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
4 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
4 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
| Dfa Investment Trust Co - The Emerging Markets Series |
4 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
4 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
4 |
| Gabelli Convertible & Income Securities Fund Inc |
4 |
| Virtus Global Dividend & Income Fund Inc. |
4 |
| Perpetual Ltd |
4 |
| GHP Investment Advisors, Inc. |
4 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
4 |
| Pentwater Capital Management LP |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
| Blackstone / Gso Strategic Credit Fund |
4 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
4 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
| Palouse Capital Management, Inc. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
4 |
| FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 |
4 |
| Curian Capital Llc |
4 |
| Commonwealth Equity Services, Inc |
4 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
4 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
4 |
| Linden Thomas Advisory Services, LLC |
4 |
| Neo Ivy Capital Management |
4 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
4 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
4 |
| First Heartland Consultants, Inc. |
4 |
| Dreyfus High Yield Strategies Fund |
4 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
| Tdam Usa Inc. |
4 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
4 |
| Accurate Wealth Management, LLC |
4 |
| LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
4 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
4 |
| Pimco Flexible Credit Income Fund |
4 |
| Pimco Income Opportunity Fund |
4 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
4 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
4 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
4 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
4 |
| MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A |
4 |
| Advisor Partners Llc |
4 |
| Americafirst Capital Management, Llc |
4 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
4 |
| Eagle Bay Advisors LLC |
4 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
| Transamerica Partners Portfolios |
4 |
| Transamerica Partners Funds Group Ii |
4 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
4 |
| Transamerica Partners Funds Group |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| Maple Securities Usa Inc |
4 |
| West Tower Group, LLC |
4 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
4 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
4 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
4 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
4 |
| Endurance Wealth Management, Inc. |
4 |
| Kula Investments, LLC |
4 |
| Bartlett & Co. LLC |
4 |
| BRYN MAWR TRUST Co |
4 |
| LGT Financial Advisors LLC |
4 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
4 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
4 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
4 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
4 |
| Parkwood LLC |
4 |
| Profunds - Profund Vp Industrials |
4 |
| Stonebridge Capital Advisors LLC |
4 |
| SYSTM Wealth Solutions LLC |
4 |
| Regal Investment Advisors LLC |
4 |
| RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A |
4 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
4 |
| Winslow, Evans & Crocker, Inc. |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
4 |
| Sumitomo Mitsui Trust Holdings, Inc. |
4 |
| Bleakley Financial Group, LLC |
4 |
| Mfs Intermediate High Income Fund |
4 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
4 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
4 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
4 |
| MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I |
4 |
| Westchester Capital Management, LLC |
4 |
| SummitTX Capital, L.P. |
4 |
| SkyView Investment Advisors, LLC |
4 |
| Penn Capital Management Co Inc |
4 |
| Wealthspire Advisors, LLC |
4 |
| Neuberger Berman High Yield Strategies Fund Inc. |
4 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
4 |
| First National Trust Co |
4 |
| Advent Claymore Convertible Securities & Income Fund |
4 |
| Seacrest Wealth Management, Llc |
4 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
4 |
| Mfs Special Value Trust |
4 |
| DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| EMC Capital Management |
4 |
| TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
4 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
4 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
4 |
| PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| Wealthfront Advisers Llc |
4 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
4 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
| Bb&t Securities, Llc |
4 |
| Alpha DNA Investment Management LLC |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| NewSquare Capital LLC |
4 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
4 |
| Clarus Group, Inc. |
4 |
| Interchange Capital Partners, LLC |
4 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
| Winton Diversified Opportunities Fund |
4 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
4 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
4 |
| SummerHaven Investment Management, LLC |
4 |
| Calamos Convertible Opportunities & Income Fund |
4 |
| Calamos Strategic Total Return Fund |
4 |
| Calamos Convertible & High Income Fund |
4 |
| Calamos Dynamic Convertible & Income Fund |
4 |
| Duncker Streett & Co Inc |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| Kanaly Trust Co |
4 |
| Inspire Advisors, LLC |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
4 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
4 |
| Banque Pictet & Cie Sa |
4 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
4 |
| Advisor Partners Ii, Llc |
4 |
| WealthTrust-Arizona, LLC |
4 |
| Schechter Investment Advisors, LLC |
4 |
| RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A |
4 |
| Breton Hill Capital Ltd. |
4 |
| EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A |
4 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
4 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
4 |
| XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A |
4 |
| SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF |
4 |
| Avestar Capital, LLC |
4 |
| TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
4 |
| WR Wealth Planners, LLC |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| Aaron Wealth Advisors LLC |
4 |
| High Note Wealth, LLC |
4 |
| Hilltop Holdings Inc. |
4 |
| Linden Advisors Lp |
4 |
| GoalVest Advisory LLC |
4 |
| One Wealth Advisors, LLC |
4 |
| Laffer Investments |
4 |
| Virtue Capital Management, LLC |
4 |
| Raymond James Trust N.a. |
4 |
| BlackRock Capital Allocation Trust |
4 |
| Empyrean Capital Partners, LP |
4 |
| Scopus Asset Management, L.p. |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
4 |
| Wealthcare Capital Management Llc |
4 |
| Claraphi Advisory Network, LLC |
4 |
| Treasurer of the State of North Carolina |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
4 |
| Liberty Wealth Management Llc |
4 |
| Bluefin Capital Management, Llc |
4 |
| Kestra Advisory Services, LLC |
4 |
| TFC Financial Management |
4 |
| Capital Research Global Investors |
4 |
| Kestra Private Wealth Services, Llc |
4 |
| Commerzbank Aktiengesellschaft /fi |
4 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
4 |
| Conning Inc. |
4 |
| Concentric Capital Strategies, LP |
4 |
| Denver Investment Advisors Llc |
4 |
| Axiom Investment Management LLC |
4 |
| First Interstate Bank |
4 |
| Kore Private Wealth LLC |
4 |
| Mather Group, Llc. |
4 |
| TradeLink Capital LLC |
4 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
4 |
| Hudock, Inc. |
4 |
| Prestige Wealth Management Group LLC |
4 |
| Calton & Associates, Inc. |
4 |
| We Are One Seven, LLC |
4 |
| Atria Wealth Solutions, Inc. |
4 |
| Trust Co Of Vermont |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
4 |
| Cordasco Financial Network |
4 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
4 |
| ICA Group Wealth Management, LLC |
4 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
4 |
| Hexavest Inc. |
4 |
| Vaughan Nelson Investment Management, L.p. |
4 |
| Next Financial Holdings |
4 |
| DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF |
4 |
| Bedel Financial Consulting, Inc. |
4 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
4 |
| FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF |
4 |
| Neville Rodie & Shaw Inc |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| Matrix Trust Co |
4 |
| Dynamic Advisor Solutions LLC |
4 |
| City Holding Co |
4 |
| GeoWealth Management, LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class |
4 |
| Brookstone Capital Management |
4 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class |
4 |
| R Squared Ltd |
4 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
4 |
| WealthTrak Capital Management LLC |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| Avion Wealth |
4 |
| Dakota Wealth Management |
4 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
4 |
| Calamos Long/Short Equity & Dynamic Income Trust |
4 |
| TFG Advisers LLC |
4 |
| Pacitti Group Inc. |
4 |
| Hollencrest Capital Management |
4 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
4 |
| Atlas Capital Advisors Llc |
4 |
| CVA Family Office, LLC |
4 |
| Wealth Quarterback LLC |
4 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
4 |
| Old National Bancorp /in/ |
4 |
| Center for Financial Planning, Inc. |
4 |
| Balentine LLC |
4 |
| Colony Group Llc |
4 |
| EP Wealth Advisors, Inc. |
4 |
| Agf Investments Inc. |
4 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
4 |
| Third Avenue Management Llc |
4 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
4 |
| Fs Credit Income Fund |
4 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
4 |
| MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class |
4 |
| GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio |
4 |
| Ashton Thomas Private Wealth, LLC |
4 |
| Venture Visionary Partners LLC |
4 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
4 |
| Hc Financial Advisors Inc |
4 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
4 |
| 111 Capital |
4 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
4 |
| Elo Mutual Pension Insurance Co |
4 |
| Kilter Group LLC |
4 |
| Migdal Insurance & Financial Holdings Ltd. |
4 |
| Ssi Investment Management Llc |
4 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
4 |
| Gladius Capital Management LP |
4 |
| Castleark Management Llc |
4 |
| WealthCollab, LLC |
4 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
4 |
| Argent Trust Co |
4 |
| Independence Bank of Kentucky |
4 |
| SOUTH STATE Corp |
4 |
| Ardsley Advisory Partners Lp |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| Sandler Capital Management |
4 |
| Utah Retirement Systems |
4 |
| VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
4 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
4 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
4 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
4 |
| Integrated Wealth Concepts LLC |
4 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
4 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
4 |
| AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class |
4 |
| FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF |
4 |
| Belvedere Trading LLC |
4 |
| Janus Capital Management Llc |
4 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
4 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
4 |
| Blackrock Multi-sector Opportunities Trust |
4 |
| Pennsylvania Trust Co |
4 |
| Smith, Moore & Co. |
4 |
| Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| CX Institutional |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| Capital Guardian Trust Co |
4 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
4 |
| Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A |
4 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| Zeke Capital Advisors, Llc |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| Ionic Capital Management LLC |
4 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
4 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
4 |
| Colony Group, LLC |
4 |
| Sunbelt Securities, Inc. |
4 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
4 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
4 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
4 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
4 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| FineMark National Bank & Trust |
4 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
4 |
| Kiwi Wealth Investments Limited Partnership |
4 |
| 1492 Capital Management LLC |
4 |
| Yakira Capital Management, Inc. |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| New Age Alpha Advisors, LLC |
4 |
| SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N |
4 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
4 |
| Centaurus Financial, Inc. |
4 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
4 |
| WASHINGTON TRUST Co |
4 |
| Sequoia Financial Advisors, LLC |
4 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
4 |
| Crewe Advisors LLC |
4 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
4 |
| Taylor Hoffman Wealth Management |
4 |
| Hoxton Financial, Inc. |
4 |
| Frazier Financial Advisors, LLC |
4 |
| Dynamic Technology Lab Pte Ltd |
4 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
4 |
| Mv Capital Management, Inc. |
4 |
| Vanguard Whitehall Funds |
4 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| 1832 Asset Management L.P. |
4 |
| Optimum Investment Advisors |
4 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
4 |
| Smallcap World Fund Inc |
4 |
| WealthPLAN Partners, LLC |
4 |
| Cetera Advisors LLC |
4 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
4 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
4 |
| Grove Bank & Trust |
4 |
| Oliver Luxxe Assets LLC |
4 |
| Mazama Capital Management Inc |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| Granite Investment Partners, LLC |
4 |
| Harvest Management Llc |
4 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
4 |
| Andra AP-fonden |
4 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
4 |
| Gerber Kawasaki Wealth & Investment Management |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| Vivaldi Asset Management, LLC |
4 |
| Shapiro Robert N |
4 |
| Tradeworx Inc. |
4 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
4 |
| Penserra Capital Management LLC |
4 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
4 |
| City State Bank |
4 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
4 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
4 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
| U S Global Investors Inc |
4 |
| Turner Investments, L.p. |
4 |
| Pergamon Offshore Advisors, L.P. |
4 |
| Cooper Creek Partners Management Llc |
4 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
4 |
| Tsfg, Llc |
4 |
| Citizens Financial Group Inc/ri |
4 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
4 |
| TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund |
4 |
| Alpine Associates Management Inc. |
4 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
4 |
| Vectors Research Management, LLC |
4 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
4 |
| SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
4 |
| Camden Asset Management L P /ca |
4 |
| Invictus RG Pte. Ltd. |
4 |
| Invictus RG |
4 |
| BBVA USA Bancshares, Inc. |
4 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
4 |
| Pinnacle Holdings, LLC |
4 |
| Ford Financial Group, LLC |
4 |
| SG Capital Management LLC |
4 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
4 |
| Oberweis Asset Management Inc/ |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
4 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
4 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
| 361 Capital Llc |
4 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
4 |
| Havens Advisors Llc |
4 |
| PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF |
4 |
| MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
4 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
4 |
| Nachman Norwood & Parrott, Inc |
4 |
| Euclidean Technologies Management, LLC |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
4 |
| Ulysses Management LLC |
4 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
4 |
| Fred Alger Management, Llc |
4 |
| AdvisorShares Investments LLC |
4 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
4 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
3 |
| FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
3 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| Leisure Capital Management |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| PENN SERIES FUNDS INC - Small Cap Value Fund |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class |
3 |
| Polymer Capital Management (US) LLC |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| Romano Brothers And Company |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
3 |
| Fiduciary Trust Co |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
| CenterStar Asset Management, LLC |
3 |
| SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A |
3 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
3 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
3 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
3 |
| Tibra Equities Europe Ltd |
3 |
| Sheets Smith Wealth Management |
3 |
| Gryphon Financial Partners LLC |
3 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
3 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
3 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
| Sterneck Capital Management, LLC |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| Kaizen Advisory, Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class |
3 |
| Kentucky Retirement Systems |
3 |
| Merit Financial Group, LLC |
3 |
| Blackhawk Capital Partners LLC. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
3 |
| Providence Capital Advisors, LLC |
3 |
| Sentry Investment Management Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Premia Global Advisors, Llc |
3 |
| First Command Advisory Services, Inc. |
3 |
| Financial Advocates Investment Management |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Cortina Asset Management, LLC |
3 |
| IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I |
3 |
| McMahon Financial Advisors, LLC |
3 |
| Fort Baker Capital Management LP |
3 |
| Seelaus Asset Management LLC |
3 |
| PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| Sanctuary Wealth Advisors, LLC |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
3 |
| CNB Bank |
3 |
| Deprince Race & Zollo Inc |
3 |
| Certified Advisory Corp |
3 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
3 |
| Security National Trust Co |
3 |
| Strategic Wealth Partners, Ltd. |
3 |
| Whitener Capital Management, Inc. |
3 |
| Castleview Partners, Llc |
3 |
| Horizon Investment Services, LLC |
3 |
| Silvant Capital Management LLC |
3 |
| Ceredex Value Advisors LLC |
3 |
| Earnest Partners Llc |
3 |
| Change Path, LLC |
3 |
| EXI - iSHARES TRUST - iShares Global Industrials ETF |
3 |
| Spectrum Financial Alliance Ltd LLC |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| Gables Capital Management Inc. |
3 |
| T. Rowe Price Investment Management, Inc. |
3 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
3 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| Pflug Koory, LLC |
3 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
3 |
| QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A |
3 |
| ArrowMark Colorado Holdings LLC |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| Braun Stacey Associates Inc |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
3 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
3 |
| Westwood Holdings Group Inc |
3 |
| AIA Group Ltd |
3 |
| Wakefield Asset Management LLLP |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
3 |
| Calamos Wealth Management LLC |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| Ellis Investment Partners, LLC |
3 |
| Jump Trading, LLC |
3 |
| Evolution Wealth Advisors, LLC |
3 |
| Alphagen Securities Llc |
3 |
| Grandview Asset Management LLC |
3 |
| Enlightenment Research, LLC |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
3 |
| Costello Asset Management, INC |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| Stratos Wealth Advisors, LLC |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| First Pacific Advisors, LP |
3 |
| Townsquare Capital Llc |
3 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
3 |
| Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A |
3 |
| Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A |
3 |
| 9258 Wealth Management, LLC |
3 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
3 |
| HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| Hughes Financial Services, LLC |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial |
3 |
| Semmax Financial Advisors Inc. |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A |
3 |
| Seeyond |
3 |
| Brant Point Investment Management Llc |
3 |
| Ossiam |
3 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| Watershed Asset Management, L.L.C. |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| Strategic Blueprint, LLC |
3 |
| Pensionmark Financial Group, Llc |
3 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
| MorganRosel Wealth Management, LLC |
3 |
| Claro Advisors LLC |
3 |
| Aspire Private Capital, LLC |
3 |
| Range Financial Group LLC |
3 |
| Gyl Financial Synergies, Llc |
3 |
| Cullen Capital Management, LLC |
3 |
| Dorsey & Whitney Trust CO LLC |
3 |
| Voleon Capital Management Lp |
3 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
3 |
| MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class |
3 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
3 |
| Surevest, LLC |
3 |
| Baader Bank INC |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| Beacon Capital Management, LLC |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
3 |
| Choate Investment Advisors |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
3 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| IMC-Chicago, LLC |
3 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
3 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
3 |
| Resurgent Financial Advisors LLC |
3 |
| Shaolin Capital Management LLC |
3 |
| Greenleaf Trust |
3 |
| Coastal Investment Advisors, Inc. |
3 |
| Inscription Capital, LLC |
3 |
| Baldrige Asset Management LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| Benjamin Edwards Inc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| Weaver Consulting Group |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I |
3 |
| Arden Trust Co |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| Empirical Asset Management, LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| My Personal CFO, LLC |
3 |
| Leap Investments Lp |
3 |
| Virtus Insight Trust |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| Arden Investment Series Trust |
3 |
| Stonehage Fleming (uk) Ltd |
3 |
| Decker Retirement Planning Inc. |
3 |
| PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class |
3 |
| Munder Series Trust |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
3 |
| Evoke Wealth, Llc |
3 |
| Personal Cfo Solutions, Llc |
3 |
| Williams Jones Wealth Management, LLC. |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 |
3 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
3 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S |
3 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
3 |
| Cookson Peirce & Co Inc |
3 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
3 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
3 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
| BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
3 |
| BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| Bbr Partners, Llc |
3 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II |
3 |
| DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A |
3 |
| NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
3 |
| Brookfield Asset Management Inc. |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
3 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
3 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
3 |
| Strengthening Families & Communities, LLC |
3 |
| RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity |
3 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
3 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| Sun Life Financial Inc |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| NHFIX - Northern Funds - Northern High Yield Fixed Income Fund |
3 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
3 |
| Perella Weinberg Partners Capital Management LP |
3 |
| Cove Street Capital, LLC |
3 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
3 |
| NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund |
3 |
| ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H |
3 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| Psagot Value Holdings Ltd. / (Israel) |
3 |
| SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A |
3 |
| ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A |
3 |
| GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
| SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K |
3 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
3 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
| GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares |
3 |
| PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A |
3 |
| FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A |
3 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
3 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
3 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
3 |
| CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
3 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
3 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
3 |
| Ifrah Financial Services, Inc. |
3 |
| Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A |
3 |
| PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P |
3 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
3 |
| Byrne Asset Management LLC |
3 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
3 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| Supplemental Annuity Collective Trust of NJ |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| Corsair Capital Management, L.p. |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| Elm Ridge Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
3 |
| Rinkey Investments |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| Ntv Asset Management Llc |
3 |
| James Reed Financial Services, Inc. |
3 |
| Passport Capital, LLC |
3 |
| CastleKnight Management LP |
3 |
| Financial Architects, Inc |
3 |
| Sandia Investment Management LP |
3 |
| RE Dickinson Investment Advisors, LLC |
3 |
| Fifth Lane Capital, Lp |
3 |
| Colonial Trust Advisors |
3 |
| MQS Management LLC |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| CenterBook Partners LP |
3 |
| Investment Counselors Of Maryland Llc |
3 |
| B. Metzler seel. Sohn & Co. AG |
3 |
| Metis Global Partners, LLC |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Wesbanco Bank Inc |
3 |
| Industrial Alliance Investment Management Inc. |
3 |
| Boulder Hill Capital Management Lp |
3 |
| PointState Capital LP |
3 |
| Carlson Capital L P |
3 |
| Legacy Wealth Managment, LLC/ID |
3 |
| Legacy Investment Solutions, LLC |
3 |
| NorthCrest Asset Manangement, LLC |
3 |
| Norwood Financial Corp |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| Huber Capital Management LLC |
3 |
| Congress Wealth Management LLC / DE / |
3 |
| 1st Source Bank |
3 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
3 |
| Fsb Premier Wealth Management, Inc. |
3 |
| Kathleen S. Wright Associates Inc. |
3 |
| Maryland Capital Advisors Inc. |
3 |
| Sii Investments Inc/wi |
3 |
| Wayfinding Financial, LLC |
3 |
| Pillar Pacific Capital Management Llc |
3 |
| New World Fund Inc |
3 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
3 |
| Central Bank & Trust Co |
3 |
| Baker Ellis Asset Management LLC |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF |
3 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
3 |
| Reuter James Wealth Management, Llc |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Bp Plc |
3 |
| HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR |
3 |
| Shufro Rose & Co Llc |
3 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
3 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
3 |
| Sit Investment Associates Inc |
3 |
| Herold Advisors, Inc. |
3 |
| TD Securities (USA) LLC |
3 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| Ballentine Partners, LLC |
3 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
3 |
| Militia Capital Partners, LP |
3 |
| PGGM Investments |
3 |
| Transamerica Financial Advisors, Inc. |
3 |
| JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) |
3 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
3 |
| FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF |
3 |
| JTC Employer Solutions Trusteee Ltd |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF |
3 |
| Caxton Associates Llp |
3 |
| Capital Investment Advisors, LLC |
3 |
| Joel Isaacson & Co., LLC |
3 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Lederer & Associates Investment Counsel/ca |
3 |
| Heritage Wealth Management, Llc |
3 |
| Corsicana & Co. |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
| Kb Financial Partners, Llc |
3 |
| IMA Wealth, Inc. |
3 |
| MU Investments Co., Ltd. |
3 |
| Hennion & Walsh Asset Management, Inc. |
3 |
| Murphy Capital Management Inc |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| Kestra Investment Management, LLC |
3 |
| NewEdge Wealth, LLC |
3 |
| Rothschild Investment Corp /il |
3 |
| NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF |
3 |
| Northwest & Ethical Investments L.P. |
3 |
| Curi Wealth Management, LLC |
3 |
| Gateway Investment Advisers Llc |
3 |
| Baron Silver Stevens Financial Advisors, Llc |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
3 |
| Thomasville National Bank |
3 |
| Field & Main Bank |
3 |
| AMER - Emles Trust - Emles Made in America ETF |
3 |
| Private Wealth Asset Management, LLC |
3 |
| Marathon Capital Management |
3 |
| Safeguard Investment Advisory Group, LLC |
3 |
| Gw Henssler & Associates Ltd |
3 |
| Freedman Financial Associates, Inc. |
3 |
| NinePointTwo Capital |
3 |
| Putnam Fl Investment Management Co |
3 |
| Delta Lloyd Nv |
3 |
| F/M Investments LLC |
3 |
| Exos Asset Management LLC |
3 |
| Vigilant Capital Management, LLC |
3 |
| Tradition Wealth Management, LLC |
3 |
| Ashton Thomas Securities, Llc |
3 |
| Sittner & Nelson, Llc |
3 |
| Resolute Advisors LLC |
3 |
| Vontobel Holding Ltd. |
3 |
| Synergy Financial Management, LLC |
3 |
| Altus Wealth Group LLC |
3 |
| Vicus Capital |
3 |
| Bck Capital Management Lp |
3 |
| Allegheny Financial Group LTD |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| Lumature Wealth Partners, LLC |
3 |
| San Luis Wealth Advisors LLC |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| Masters Capital Management Llc |
3 |
| Mount Lucas Management LP |
3 |
| TGIF - Tidal ETF Trust - SoFi Weekly Income ETF |
3 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
3 |
| Wolff Wiese Magana Llc |
3 |
| Accel Wealth Management |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF |
3 |
| TSP Capital Management Group, LLC |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
3 |
| Signia Capital Management Llc |
3 |
| Chiron Capital Management, Llc |
3 |
| Glg Llc |
3 |
| Integre Asset Management, LLC |
3 |
| TIG Advisors, LLC |
3 |
| Cim Investment Mangement Inc |
3 |
| OTA Financial Group L.P. |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Kellner Capital, LLC |
3 |
| Founders Financial Alliance, LLC |
3 |
| Bank Of Hawaii |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| Anchor Capital Advisors Llc |
3 |
| Becker Capital Management Inc |
3 |
| Tennessee Valley Asset Management Partners |
3 |
| Korea Investment CORP |
3 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
3 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
| First Horizon Corp |
3 |
| Flossbach Von Storch Ag |
3 |
| Kelly Financial Services LLC |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Killen Group Inc |
3 |
| GETCO Holding Company, LLC |
3 |
| Quantedge Capital Pte Ltd |
3 |
| Lynx Investment Advisory |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| WealthTrust Fairport, LLC |
3 |
| Grant Street Asset Management, Inc. |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| RBB FUND, INC. - Aquarius International Fund |
3 |
| MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class |
3 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
3 |
| GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares |
3 |
| TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class |
3 |
| SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF |
3 |
| Integral Derivatives, LLC |
3 |
| American Research & Management Co. |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Winch Advisory Services, LLC |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Orrstown Financial Services Inc |
3 |
| Leavell Investment Management, Inc. |
3 |
| Oakbrook Investments Llc |
3 |
| BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF |
3 |
| American National Bank |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class |
3 |
| Eastern Bank |
3 |
| Sigma Planning Corp |
3 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
3 |
| Delta Asset Management Llc/tn |
3 |
| TruNorth Capital Management, LLC |
3 |
| GW&K Investment Management, LLC |
3 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
3 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
3 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| IMS Capital Management |
3 |
| Benin Management CORP |
3 |
| Barnett & Company, Inc. |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
| Dalton Greiner Hartman Maher & Co |
3 |
| PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 |
3 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
3 |
| ID Management A/S |
3 |
| tru Independence LLC |
3 |
| Caas Capital Management Lp |
3 |
| Rosenberg Matthew Hamilton |
3 |
| Thb Asset Management |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| Country Trust Bank |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| Westfield Capital Management Co Lp |
3 |
| Optimal Asset Management, Inc. |
3 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
| Perkins Coie Trust Co |
3 |
| Eudaimonia Partners, LLC |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| LMR Master Fund Ltd |
3 |
| Gierl Augustine Investment Management Inc |
3 |
| Connor Clark & Lunn Investment Management Ltd |
3 |
| F&C Asset Management plc |
3 |
| Burke & Herbert Bank & Trust Co |
3 |
| Baystate Wealth Management LLC |
3 |
| Edge Wealth Management LLC |
3 |
| Compagnie Lombard Odier SCmA |
3 |
| Wunderlich Securities, Inc. |
3 |
| Trust Department Mb Financial Bank N A |
3 |
| West Oak Capital, LLC |
3 |
| Filbrandt Wealth Management, LLC |
3 |
| Total Clarity Wealth Management, Inc. |
3 |
| Cribstone Capital Management, LLC |
3 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
3 |
| Procyon Private Wealth Partners, LLC |
3 |
| Meyer Handelman Co |
3 |
| Royal London Asset Management Ltd |
3 |
| F&V Capital Management, LLC |
3 |
| Fulton Bank, N.a. |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Arkadios Wealth Advisors |
3 |
| IBM Retirement Fund |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| Regent Peak Wealth Advisors LLC |
3 |
| Voya Financial Advisors, Inc. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| Woodline Partners LP |
3 |
| Column Capital Advisors, LLC |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| PYA Waltman Capital, LLC |
3 |
| Basso Capital Management, L.p. |
3 |
| Lion Street Advisors, LLC |
3 |
| L2 Asset Management, LLC |
3 |
| Professional Financial Advisors, LLC |
3 |
| Janney Capital Management LLC |
3 |
| Watson Rebecca |
3 |
| Gallagher Fiduciary Advisors, LLC |
3 |
| Islay Capital Management, Llc |
3 |
| ACG Wealth |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| Great Diamond Partners, LLC |
3 |
| Lehman Financial Resources, Inc. |
3 |
| Boussard & Gavaudan Investment Management LLP |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| Cfm Wealth Partners Llc |
3 |
| Tredje AP-fonden |
3 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
3 |
| Norinchukin Bank, The |
3 |
| Zweig-DiMenna Associates LLC |
3 |
| Trust Investment Advisors |
3 |
| MCF Advisors LLC |
3 |
| Ironwood Financial, llc |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| Adage Capital Partners Gp, L.l.c. |
3 |
| American Capital Advisory, LLC |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares |
3 |
| Arrow Financial Corp |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
3 |
| Creekmur Asset Management LLC |
3 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
3 |
| Wasatch Advisors Inc |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| Essex Investment Management Co Llc |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
3 |
| Stanley-Laman Group, Ltd. |
3 |
| AllSquare Wealth Management LLC |
3 |
| Ferguson Wellman Capital Management, Inc |
3 |
| Nbt Bank N A /ny |
3 |
| Burney Co/ |
3 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
3 |
| Pineridge Advisors LLC |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| Accredited Investors Inc. |
3 |
| SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF |
3 |
| S.A. Mason LLC |
3 |
| Ckw Financial Group |
3 |
| River Wealth Advisors LLC |
3 |
| Macroview Investment Management Llc |
3 |
| Frontier Capital Management Co Llc |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| Abel Hall, LLC |
3 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| Chilton Capital Management Llc |
3 |
| National Pension Service |
3 |
| Skylands Capital, LLC |
3 |
| Sierra Summit Advisors Llc |
3 |
| Trust Co |
3 |
| PSCM - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Materials ETF |
3 |
| Heritage Investors Management Corp |
3 |
| Berkshire Asset Management Llc/pa |
3 |
| Commerce Bank |
3 |
| PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| Cowen Group, Inc. |
3 |
| Usca Ria Llc |
3 |
| HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF |
3 |
| Kessler Investment Group, LLC |
3 |
| EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF |
3 |
| Beese Fulmer Investment Management, Inc. |
3 |
| Main Street Group, LTD |
3 |
| HighPoint Advisor Group LLC |
3 |
| PICK - iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF |
3 |
| I.g. Investment Management, Ltd. |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF |
3 |
| EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF |
3 |
| Berkley W R Corp |
3 |
| GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
3 |
| Candelo Capital Management LP |
3 |
| GGHEX - GMO TRUST - GMO Alpha Only Fund Class III |
3 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF |
3 |
| Freestone Capital Holdings, LLC |
3 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| Columbia Asset Management |
3 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
| ClearAlpha Technologies LP |
3 |
| Chesapeake Capital Corp /il/ |
3 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
| Tuttle Tactical Management LLC |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| Spectrum Management Group, LLC |
3 |
| Blume Capital Management, Inc. |
3 |
| Kornitzer Capital Management Inc /ks |
3 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| Tran Capital Management, L.p. |
3 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Sachetta, LLC |
3 |
| Frontier Wealth Management LLC |
3 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
3 |
| Chicago Capital Management, LLC |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
| EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF |
3 |
| Price Michael F |
3 |
| Park Square Financial Group, LLC |
3 |
| HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| Canandaigua National Bank & Trust Co |
3 |
| Atlantic Union Bankshares Corp |
3 |
| TRUE Private Wealth Advisors |
3 |
| VCGAX - VALIC Co I - Growth & Income Fund |
3 |
| JNBA Financial Advisors |
3 |
| VSSVX - VALIC Co I - Small Cap Special Values Fund |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional |
3 |
| Sheaff Brock Investment Advisors, LLC |
3 |
| GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF |
3 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
3 |
| Ramsey Quantitative Systems |
3 |
| Private Ocean, LLC |
3 |
| Trust Asset Management LLC |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| Asset Dedication, LLC |
3 |
| Capital Counsel Llc/ny |
3 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
3 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
3 |
| Arcus Capital Partners, LLC |
3 |
| Renaissance Group Llc |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Paradigm Financial Advisors, LLC |
3 |
| Old Second National Bank Of Aurora |
3 |
| Schooner Investment Group, LLC. |
3 |
| Genesee Valley Trust Co |
3 |
| Exane Derivatives |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| Godsey & Gibb Associates |
3 |
| Syntal Capital Partners, LLC |
3 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
| BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL |
3 |
| Li Winifred I |
3 |
| DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I |
3 |
| Unique Wealth Strategies, LLC |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| Washington Trust Bank |
3 |
| Rakuten Securities, Inc. |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| Van Den Berg Management I, Inc |
3 |
| Archford Capital Strategies, LLC |
3 |
| DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF |
3 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
3 |
| National Planning Corp |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| Trust Point Inc. |
3 |
| NorthRock Partners, LLC |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| Folger Nolan Fleming Douglas Capital Management, Inc |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
3 |
| Verity Asset Management, Inc. |
3 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
3 |
| Institute for Wealth Management, LLC. |
3 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
3 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
| Dana Investment Advisors, Inc. |
3 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| First Allied Advisory Services, Inc. |
3 |
| LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| Oppenheimer & Close, LLC |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| Integrated Investment Consultants, LLC |
3 |
| Capital Asset Advisory Services LLC |
3 |
| REAP Financial Group, LLC |
3 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
3 |
| ACK Asset Management LLC |
3 |
| Dynamic Capital Management Ltd |
3 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
3 |
| Credential Qtrade Securities Inc. |
3 |
| Rainier Investment Management Llc |
3 |
| Polar Capital LLP |
3 |
| Cupps Capital Management, LLC |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| Valued Wealth Advisors LLC |
3 |
| Anchor Investment Management, LLC |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| PFS Partners, LLC |
3 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
3 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
3 |
| Virtus ETF Advisers LLC |
3 |
| CQS Cayman LP |
3 |
| Mariner Investment Group Llc |
3 |
| Bardin Hill Management Partners Lp |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
3 |
| Quinn Opportunity Partners LLC |
3 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
3 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
3 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
3 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| Ruggie Capital Group |
3 |
| Capital A Wealth Management, LLC |
3 |
| Lombard Odier Asset Management (Switzerland) SA |
3 |
| Lombard Odier Asset Management (Europe) Ltd |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Allstate Corp |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| Savior LLC |
3 |
| Girard Partners Ltd. |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| Investment Management Of Virginia Llc |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Cna Financial Corp |
3 |
| Rampart Investment Management Company, LLC |
3 |
| Courier Capital Llc |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| First National Bank Of Omaha |
3 |
| PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
3 |
| Trustmark National Bank Trust Department |
3 |
| Bluestein R H & Co |
3 |
| Gardner Lewis Asset Management L P |
3 |
| Pittenger & Anderson Inc |
3 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
| Lincoln National Corp |
3 |
| Dubuque Bank & Trust Co |
3 |
| Nations Financial Group Inc, /ia/ /adv |
3 |
| Highlander Capital Management, LLC |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
3 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
3 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
3 |
| Wilmington Trust Co |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF |
3 |
| Schonfeld Group Holdings LLC |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
3 |
| Clearline Capital LP |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF |
3 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
| Adirondack Research & Management Inc. |
3 |
| Luminus Management Llc |
3 |
| Financiere des Professionnels - Fonds d,investissement inc. |
3 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
3 |
| Cantab Capital Partners LLP |
3 |
| SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF |
3 |
| CWA Asset Management Group, LLC |
3 |
| Fairpointe Capital LLC |
3 |
| Friess Associates Llc |
3 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
3 |
| Syon Capital Llc |
3 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
3 |
| HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio |
3 |
| City National Bank |
3 |
| Buckhead Capital Management Llc |
3 |
| Moody Aldrich Partners Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 |
3 |
| Greenwood Capital Associates Llc |
3 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
3 |
| Balter Liquid Alternatives, LLC |
3 |
| Caldwell Securities, Inc |
3 |
| Placemark Investments, Inc. |
3 |
| BlueCrest Capital Management LLP |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| Founders Bank & Trust |
3 |
| Gary Goldberg Planning Services Inc |
3 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
3 |
| Arlington Trust Co LLC |
3 |
| Cape Investment Advisory, Inc. |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
3 |
| ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| Veritable, L.P. |
3 |
| NuWave Investment Management, LLC |
3 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
3 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
3 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| Harwood Advisory Group, LLC |
3 |
| TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class |
3 |
| Cascade Investment Advisors, Inc. |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class |
3 |
| BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF |
3 |
| Wintrust Investments Llc |
3 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
3 |
| Bellwether Investment Group, LLC |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Harbour Capital Advisors, LLC |
3 |
| Front Street Capital Management, Inc. |
3 |
| Bridgewater Advisors Inc. |
3 |
| Hodges Capital Management Inc. |
3 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
3 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| William Blair Investment Management, Llc |
3 |
| Cowen Prime Services LLC |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| Etf Managers Group, Llc |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF |
3 |
| ECML - EA Series Trust - Euclidean Fundamental Value ETF |
3 |
| Simon Quick Advisors, Llc |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| Teton Westwood Funds |
3 |
| First Command Bank |
3 |
| First Command Financial Services, Inc. |
3 |
| Mascoma Wealth Management LLC |
3 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
| AGF Investments LLC |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
3 |
| AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF |
3 |
| Rubric Capital Management LP |
3 |
| Millburn Ridgefield Corp |
3 |
| Private Advisory Group LLC |
3 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
3 |
| AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A |
3 |
| ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A |
3 |
| NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A |
3 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
3 |
| NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A |
3 |
| Glenview Trust Co |
3 |
| ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
3 |
| ARK Investment Management LLC |
3 |
| Symmetry Partners, LLC |
3 |
| Periscope Capital Inc. |
3 |
| Adviser Investments LLC |
3 |
| Freestone Grove Partners LP |
3 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
| Blenheim Capital Management, BV |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| Banco Santander, S.A. |
3 |
| FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| Fieldview Capital Management, LLC |
3 |
| FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund |
3 |
| City Financial Investment Co Ltd |
3 |
| Fortis Advisors, LLC |
3 |
| Worth Venture Partners, LLC |
3 |
| IFM Investors Pty Ltd |
3 |
| Flaharty Asset Management, LLC |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| Almanack Investment Partners, LLC. |
3 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
3 |
| Nemes Rush Group LLC |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| Cary Street Partners Financial Llc |
3 |
| SpiderRock Advisors, LLC |
3 |
| Carmignac Gestion |
3 |
| Atomi Financial Group, Inc. |
3 |
| Herndon Capital Management Llc |
3 |
| Clear Perspective Advisors, LLC |
3 |
| Achmea Investment Management B.V. |
3 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
3 |
| Bfsg, Llc |
3 |
| ORG Partners LLC |
3 |
| Aua Capital Management, Llc |
3 |
| Spot Trading L.l.c. |
3 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
3 |
| LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A |
3 |
| Sumitomo Life Insurance Co |
3 |
| VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio |
3 |
| Phoenix Holdings Ltd. |
3 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
3 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
3 |
| Quantessence Capital LLC |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| Massar Capital Management, LP |
3 |
| Bb&t Investment Services, Inc. |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| Newport Trust Co |
3 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
| ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class |
3 |
| PFG Investments, LLC |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| Barrett & Company, Inc. |
3 |
| Unison Advisors LLC |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
| HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF |
3 |
| Claymore Exchange-traded Fund Trust |
3 |
| Wells Fargo Utilities & High Income Fund |
3 |
| Wetherby Asset Management Inc |
3 |
| 25 Llc |
3 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| Raiffeisen Bank International AG |
3 |
| Opus Capital Group, LLC |
3 |
| HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class |
3 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
3 |
| Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. |
3 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| Voya Infrastructure, Industrials & Materials Fund |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
3 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| Forum Funds |
3 |
| FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
3 |
| Pimco Corporate & Income Strategy Fund |
3 |
| Pimco Income Strategy Fund Ii |
3 |
| AMG National Trust Bank |
3 |
| Pimco Income Strategy Fund |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
3 |
| FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund |
3 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| MHITX - MFS SERIES TRUST III - MFS High Income Fund A |
3 |
| HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares |
3 |
| Investors Capital Advisory Services |
3 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| PRNT - Ark ETF Trust - The 3D Printing ETF |
3 |
| STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A |
3 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| Pzena Investment Management Llc |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
3 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
3 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
3 |
| Nuveen Global High Income Fund |
3 |
| Blackstone / Gso Long-short Credit Income Fund |
3 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
3 |
| Nuveen S&p 500 Buywrite Income Fund |
3 |
| Nuveen Core Equity Alpha Fund |
3 |
| HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF |
3 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
3 |
| GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A |
3 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
| Gdl Fund |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
3 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
3 |
| CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A |
3 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
| TIMOTHY PLAN - Timothy Strategic Variable |
3 |
| Pimco Strategic Income Fund, Inc |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| Pcm Fund, Inc. |
3 |
| TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C |
3 |
| IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
3 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
3 |
| Readystate Asset Management Lp |
3 |
| LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares |
3 |
| Geneva Advisors, LLC |
3 |
| Pimco Dynamic Income Fund |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| Fortis Capital Advisors, LLC |
3 |
| Pimco Dynamic Credit & Mortgage Income Fund |
3 |
| Pimco Global Stocksplus & Income Fund |
3 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
3 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| Context Capital Management, LLC |
3 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| Motco |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
3 |
| TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A |
3 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| Keel Point, LLC |
3 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
3 |
| ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
3 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
3 |
| Blackrock 2022 Global Income Opportunity Trust |
3 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
3 |
| Us Global Investors Funds |
3 |
| Busey Wealth Management |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
3 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
3 |
| GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF |
3 |
| WESPAC Advisors, LLC |
3 |
| EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF |
3 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
| Timpani Capital Management LLC |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF |
3 |
| Advisory Alpha, LLC |
3 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
3 |
| PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C |
3 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| Profunds - Profund Vp Bull |
3 |
| Moran Wealth Management, LLC |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| Profunds - Profund Vp Large-cap Value |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| Vanguard Convertible Securities Fund |
3 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
3 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
3 |
| Global X Funds |
3 |
| TARKX - Clark Fork Trust - Tarkio Fund |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
| GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares |
3 |
| New England Capital Financial Advisors LLC |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
3 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
3 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
3 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
| Sawgrass Asset Management Llc |
3 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
3 |
| Transce3nd, LLC |
3 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
3 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
3 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
3 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| Fidelis Capital Partners, LLC |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I |
3 |
| WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N |
3 |
| Jpmorgan Trust Iii |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
| AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| Fiduciary Alliance LLC |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
3 |
| Gallacher Capital Management LLC |
3 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
3 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF |
3 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
3 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
3 |
| GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 |
3 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S |
3 |
| EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S |
3 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
3 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
3 |
| Wells Fargo Multi-sector Income Fund |
3 |
| WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| Brewin Dolphin Ltd |
3 |
| IFC Holdings Incorporated/FL |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| Bancroft Fund Ltd |
3 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
3 |
| WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| Colonial Trust Co / SC |
3 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A |
3 |
| WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A |
3 |
| Lowe Wealth Advisors, LLC |
3 |
| Hood River Capital Management LLC |
3 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
3 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
3 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
3 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
3 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
3 |
