| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
95 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
95 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
95 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
95 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
94 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
94 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
92 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
91 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
89 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
88 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
88 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
86 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
86 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
86 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
84 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
81 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
77 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
76 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
75 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
66 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
65 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
65 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
64 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
61 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
61 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
60 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
59 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
59 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
57 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
57 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
56 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
56 |
| FPACX - FPA FUNDS TRUST - FPA Crescent Fund |
55 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
55 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
54 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
54 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
54 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
52 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
52 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
51 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
51 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
50 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
49 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
49 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
48 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
48 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
48 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
47 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
45 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
45 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
44 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
43 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
43 |
| Six Circles Trust - Six Circles Global Bond Fund |
41 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
41 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
40 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
40 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
39 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
39 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
39 |
| JNL SERIES TRUST - JNL Bond Index Fund (I) |
38 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
38 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
37 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
37 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
37 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
37 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
36 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
35 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
35 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
35 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
35 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
35 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
34 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
34 |
| MASTER BOND LLC - Master Total Return Portfolio |
34 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
34 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
33 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
33 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
33 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
33 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
33 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
33 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
33 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
33 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
33 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
33 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
33 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
32 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
32 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
32 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
32 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
32 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
32 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
32 |
| Jnl Series Trust - Jnl/mellon Bond Index Fund (a) |
32 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
32 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
31 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
31 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
31 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
31 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
31 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
31 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
31 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
30 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
30 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
30 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
30 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
30 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
29 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
29 |
| SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF |
29 |
| SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A |
29 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
29 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
29 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
29 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
29 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
28 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
28 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
28 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
28 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
27 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
27 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
27 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
27 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
27 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
27 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
27 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
26 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
25 |
| LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund |
25 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
25 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
25 |
| QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A |
25 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
24 |
| MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF |
24 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
24 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
24 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
23 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
23 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
23 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
23 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
23 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
23 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
23 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
23 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
23 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
23 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
22 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
22 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
22 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
22 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
22 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
22 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
22 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
22 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
22 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
21 |
| VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares |
21 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
21 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
21 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
21 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
21 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
21 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
21 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
21 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
21 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
21 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
20 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
20 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
20 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
20 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
20 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
20 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
20 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
20 |
| Invesco Bond Fund |
20 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
20 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
20 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
20 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
20 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
20 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
20 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
20 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
20 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
19 |
| ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF |
19 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
19 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
19 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
19 |
| RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF |
19 |
| FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund |
19 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
19 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
19 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
19 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
19 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
19 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
19 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
19 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
19 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
19 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
19 |
| MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A |
18 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
18 |
| AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 |
18 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
18 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
18 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
18 |
| Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A |
18 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
18 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
18 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
17 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
17 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
17 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
17 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
17 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
17 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
17 |
| BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund |
16 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
16 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
16 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
16 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
16 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
16 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
16 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
16 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
16 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
16 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
16 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
16 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
16 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
16 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
16 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
16 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
15 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
15 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
15 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
15 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
15 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
15 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
15 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
15 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
15 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
15 |
| LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I |
15 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
14 |
| CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A |
14 |
| PPM Funds - PPM Core Plus Fixed Income Fund (Inst) |
14 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
14 |
| PONAX - PIMCO FUNDS - PIMCO Income Fund Class A |
14 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
14 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
14 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
14 |
| CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M |
14 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
14 |
| SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
14 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
14 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
14 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
14 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
14 |
| Jnl Series Trust - Jnl/ppm America Total Return Fund (a) |
14 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
14 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
14 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
14 |
| FundVantage Trust - Verplanck Balanced Fund |
14 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
14 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
14 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
14 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
14 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
14 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
14 |
| MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares |
14 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
14 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
14 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
14 |
| Vanguard Group Inc |
14 |
| AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 |
14 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
13 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
13 |
| VCBDX - VALIC Co I - Core Bond Fund |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares |
13 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
13 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
13 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class |
13 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
13 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
13 |
| Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B |
13 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
13 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
13 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
13 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
13 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
13 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
13 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class |
13 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
13 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
13 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
13 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
13 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
12 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
12 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
12 |
| Bank Of America Corp /de/ |
12 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
12 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
12 |
| Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund |
12 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
12 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
12 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
12 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
12 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
12 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio |
12 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
12 |
| Wells Fargo & Company/mn |
12 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
12 |
| CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) |
12 |
| AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A |
12 |
| MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A |
12 |
| AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 |
12 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
12 |
| PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A |
12 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
12 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
12 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
12 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
12 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund |
12 |
| Morgan Stanley |
12 |
| ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio |
12 |
| DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class |
12 |
| Sonora Investment Management, LLC |
12 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
12 |
| DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class |
12 |
| Fmr Llc |
11 |
| Royal Bank Of Canada |
11 |
| Millennium Management Llc |
11 |
| HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
11 |
| EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA |
11 |
| TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A |
11 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
11 |
| IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
11 |
| LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A |
11 |
| LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC |
11 |
| VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares |
11 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
11 |
| Susquehanna International Group, Llp |
11 |
| JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) |
11 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
11 |
| FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund |
11 |
| VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares |
11 |
| UBS Group AG |
11 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
11 |
| Proequities, Inc. |
11 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
11 |
| Citigroup Inc |
11 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
11 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
11 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
11 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
11 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio |
11 |
| Eaton Vance Ltd Duration Income Fund |
11 |
| Goldman Sachs Group Inc |
11 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
11 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
11 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
11 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
11 |
| Citadel Advisors Llc |
11 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
11 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
11 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
11 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
11 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
11 |
| CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF |
11 |
| Jpmorgan Chase & Co |
10 |
| DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A |
10 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
10 |
| IFP Advisors, Inc |
10 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
10 |
| FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C |
10 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
10 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
10 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
10 |
| ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class |
10 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
10 |
| DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF |
10 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
10 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
10 |
| RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF |
10 |
| PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P |
10 |
| Vanguard Capital Management Llc |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
10 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
10 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
10 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
10 |
| FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund |
10 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
10 |
| Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A |
10 |
| Advisor Group, Inc. |
10 |
| SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A |
10 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
10 |
| BlackRock, Inc. |
10 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
10 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
10 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
10 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
10 |
| GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional |
10 |
| FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund |
10 |
| MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A |
10 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
10 |
| SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class |
10 |
| EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
10 |
| Bank Of Montreal /can/ |
10 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 |
10 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
10 |
| Tower Research Capital LLC (TRC) |
10 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 |
10 |
| Barclays Plc |
10 |
| LPL Financial LLC |
10 |
| JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV |
10 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
10 |
| Bnp Paribas Arbitrage, Sa |
10 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
10 |
| Deutsche Bank Ag\ |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
10 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
10 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
10 |
| PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class |
10 |
| State Street Corp |
10 |
| AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 |
10 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
10 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
10 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
10 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
10 |
| Jane Street Group, Llc |
10 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
10 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
10 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
9 |
| SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 |
9 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
9 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
9 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
9 |
| Marshall Wace, Llp |
9 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I |
9 |
| Us Bancorp \de\ |
9 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
9 |
| MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class |
9 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
9 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
9 |
| AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class |
9 |
| PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A |
9 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
9 |
| CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares |
9 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
9 |
| Calamos Strategic Total Return Fund |
9 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
9 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
9 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
9 |
| Squarepoint Ops LLC |
9 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
9 |
| Dimensional Fund Advisors Lp |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 |
9 |
| Renaissance Technologies Llc |
9 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
9 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
9 |
| Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II |
9 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
9 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
9 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
9 |
| Northern Trust Corp |
9 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
9 |
| IBNAX - IVY FUNDS - Ivy Balanced Fund Class A |
9 |
| John Hancock Income Securities Trust |
9 |
| Wolverine Trading, Llc |
9 |
| EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA |
9 |
| JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A |
9 |
| EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF |
9 |
| JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA |
9 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
9 |
| Russell Investments Group, Ltd. |
9 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
9 |
| Steward Partners Investment Advisory, Llc |
9 |
| NCICX - NEW COVENANT FUNDS - New Covenant Income Fund |
9 |
| Advisor Group Holdings, Inc. |
9 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
9 |
| Acadian Asset Management Llc |
9 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
9 |
| SG Americas Securities, LLC |
9 |
| Virtu Financial LLC |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class |
9 |
| Two Sigma Investments, Lp |
9 |
| Gsa Capital Partners Llp |
9 |
| PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A |
9 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
9 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
9 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
9 |
| Geode Capital Management, Llc |
9 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
9 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
9 |
| Sei Investments Co |
9 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
9 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
9 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
9 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
9 |
| Qube Research & Technologies Ltd |
8 |
| Centiva Capital, LP |
8 |
| Panagora Asset Management Inc |
8 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
8 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
8 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
8 |
| Ameriprise Financial Inc |
8 |
| Man Group plc |
8 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
8 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
8 |
| KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF |
8 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
8 |
| Trexquant Investment LP |
8 |
| Arrowstreet Capital, Limited Partnership |
8 |
| Calamos Global Total Return Fund |
8 |
| Calamos Convertible Opportunities & Income Fund |
8 |
| Calamos Convertible & High Income Fund |
8 |
| Calamos Dynamic Convertible & Income Fund |
8 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
8 |
| Wellington Management Group Llp |
8 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
8 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
8 |
| Creative Planning |
8 |
| Envestnet Asset Management Inc |
8 |
| NEXT Financial Group, Inc |
8 |
| IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF |
8 |
| Huntington National Bank |
8 |
| APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I |
8 |
| CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A |
8 |
| DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares |
8 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
8 |
| Walleye Capital LLC |
8 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
8 |
| New York State Common Retirement Fund |
8 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
8 |
| Boothbay Fund Management, Llc |
8 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
8 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
8 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
8 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
| Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio |
8 |
| Lazard Asset Management Llc |
8 |
| Engineers Gate Manager LP |
8 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
8 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
8 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
8 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
8 |
| ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A |
8 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 |
8 |
| JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV |
8 |
| PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) |
8 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
8 |
| Pacer Advisors, Inc. |
8 |
| Quantbot Technologies LP |
8 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
8 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
8 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
8 |
| Invesco Ltd. |
8 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
8 |
| Simplex Trading, Llc |
8 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
8 |
| QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I |
8 |
| THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund |
8 |
| LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A |
8 |
| KBC Group NV |
8 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
8 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
8 |
| WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I |
8 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
8 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
8 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
8 |
| MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class |
8 |
| California Public Employees Retirement System |
8 |
| Credit Suisse Ag/ |
8 |
| D. E. Shaw & Co., Inc. |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio |
8 |
| BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares |
8 |
| Geneos Wealth Management Inc. |
8 |
| WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 |
8 |
| WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I |
8 |
| ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A |
8 |
| Paloma Partners Management Co |
8 |
| VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares |
8 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
8 |
| IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A |
8 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
8 |
| Invesco Senior Income Trust |
8 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
8 |
| Advisory Services Network, LLC |
8 |
| ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A |
8 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
8 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
8 |
| Cubist Systematic Strategies, LLC |
8 |
| MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class |
8 |
| JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio |
8 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
8 |
| Federation des caisses Desjardins du Quebec |
8 |
| Ladenburg Thalmann Financial Services Inc |
8 |
| Group One Trading, L.p. |
8 |
| Victory Capital Management Inc |
8 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
8 |
| PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional |
8 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
8 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
8 |
| PIMCO FUNDS - PIMCO Moderate Duration Portfolio |
8 |
| BlackRock Capital Allocation Trust |
8 |
| Two Sigma Advisers, Lp |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
8 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
8 |
| Mfs Multimarket Income Trust |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
8 |
| Vanguard Index Funds |
8 |
| Oxford Asset Management Llp |
8 |
| IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV |
8 |
| Strategic Wealth Partners, Ltd. |
7 |
| HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia |
7 |
| Parallel Advisors, LLC |
7 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
7 |
| FNY Investment Advisers, LLC |
7 |
| Clear Street Markets Llc |
7 |
| SBI Securities Co., Ltd. |
7 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
7 |
| Oppenheimer Funds Inc |
7 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
7 |
| Invesco Senior Loan Fund |
7 |
| Hrt Financial Lp |
7 |
| Voya Investment Management Llc |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
7 |
| Cutler Group LP |
7 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
7 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class |
7 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
7 |
| Public Employees Retirement System Of Ohio |
7 |
| DLD Asset Management, LP |
7 |
| Symmetry Peak Management Llc |
7 |
| GWM Advisors LLC |
7 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
7 |
| Belpointe Asset Management LLC |
7 |
| Patriot Financial Group Insurance Agency, LLC |
7 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
7 |
| IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A |
7 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
7 |
| VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF |
7 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
7 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
7 |
| Point72 Asset Management, L.P. |
7 |
| Quadrant Capital Group Llc |
7 |
| Canada Pension Plan Investment Board |
7 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
7 |
| Charles Schwab Investment Management Inc |
7 |
| Bank of New York Mellon Corp |
7 |
| JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF |
7 |
| Parallax Volatility Advisers, L.P. |
7 |
| Laurion Capital Management LP |
7 |
| Mackay Shields Llc |
7 |
| Parametric Portfolio Associates Llc |
7 |
| PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF |
7 |
| Hudson Bay Capital Management LP |
7 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
7 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
7 |
| Manufacturers Life Insurance Company, The |
7 |
| Capstone Investment Advisors, Llc |
7 |
| JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) |
7 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
7 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
7 |
| Mason Street Advisors, Llc |
7 |
| FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF |
7 |
| CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class |
7 |
| BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF |
7 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
7 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
7 |
| Signaturefd, Llc |
7 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
7 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
7 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 |
7 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
7 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
7 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
7 |
| Gradient Investments LLC |
7 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
7 |
| Landscape Capital Management, L.l.c. |
7 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
7 |
| Assetmark, Inc |
7 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
7 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
7 |
| SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund |
7 |
| MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A |
7 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
7 |
| Schonfeld Strategic Advisors LLC |
7 |
| Ubs Asset Management Americas Inc |
7 |
| LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF |
7 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
7 |
| Price T Rowe Associates Inc /md/ |
7 |
| Putnam Investments Llc |
7 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
7 |
| CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF |
7 |
| Nomura Holdings Inc |
7 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
7 |
| DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class |
7 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
7 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
7 |
| SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service |
7 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
| AdvisorNet Financial, Inc |
7 |
| SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 |
7 |
| VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service |
7 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
7 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
7 |
| Verition Fund Management LLC |
7 |
| Dynamic Technology Lab Private Ltd |
7 |
| Legal & General Group Plc |
7 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund |
7 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
7 |
| PEAK6 Investments LLC |
7 |
| Commonwealth Equity Services, Llc |
7 |
| Raymond James Financial Services Advisors, Inc. |
7 |
| CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
7 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
7 |
| Sofos Investments, Inc. |
7 |
| Vanguard World Fund |
7 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
7 |
| IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF |
7 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
7 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
7 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
7 |
| Kcg Holdings, Inc. |
7 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
7 |
| Stifel Financial Corp |
7 |
| AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class |
7 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
7 |
| American Century Companies Inc |
7 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
7 |
| Macquarie Group Ltd |
7 |
| First Horizon Advisors, Inc. |
7 |
| HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF |
7 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 |
7 |
| Bridgeway Capital Management Inc |
7 |
| PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund |
7 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
7 |
| Highbridge Capital Management Llc |
7 |
| Pnc Financial Services Group, Inc. |
7 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
7 |
| Thompson Davis & Co., Inc. |
7 |
| Meeder Asset Management Inc |
7 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
7 |
| EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB |
7 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
7 |
| PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A |
7 |
| GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional |
7 |
| Wolverine Asset Management Llc |
7 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
7 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
7 |
| Aperio Group, LLC |
7 |
| Prelude Capital Management, Llc |
7 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
7 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
7 |
| Allianz Asset Management GmbH |
7 |
| Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II |
7 |
| BlackRock ESG Capital Allocation Trust |
7 |
| XTX Topco Ltd |
7 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
7 |
| Aqr Capital Management Llc |
7 |
| FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF |
7 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
7 |
| Jefferies Group LLC |
7 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
7 |
| Rhumbline Advisers |
7 |
| Nuveen Asset Management, LLC |
7 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
7 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
7 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund |
7 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
7 |
| JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV |
7 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
7 |
| PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares |
7 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
7 |
| PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional |
7 |
| Mfs Charter Income Trust |
7 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
7 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
7 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
7 |
| Captrust Financial Advisors |
7 |
| Amalgamated Bank |
7 |
| FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF |
7 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
7 |
| BlackRock Fund Advisors |
6 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares |
6 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
6 |
| Northwestern Mutual Wealth Management Co |
6 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
6 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
6 |
| Flagship Harbor Advisors, Llc |
6 |
| State Farm Variable Product Trust |
6 |
| Alliancebernstein L.p. |
6 |
| Franklin Resources Inc |
6 |
| Oppenheimer & Co Inc |
6 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
6 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
6 |
| Essex Investment Management Co Llc |
6 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
6 |
| Truist Financial Corp |
6 |
| Vanguard Global Advisers, LLC |
6 |
| Rockefeller Capital Management L.P. |
6 |
| First Interstate Bank |
6 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
6 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| MAI Capital Management |
6 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
6 |
| State Farm Mutual Fund Trust |
6 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class |
6 |
| Fifth Third Bancorp |
6 |
| PACIFIC SELECT FUND - Diversified Bond Portfolio Class I |
6 |
| American Portfolios Advisors |
6 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
6 |
| Cetera Advisor Networks LLC |
6 |
| Suntrust Banks Inc |
6 |
| Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio |
6 |
| DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class |
6 |
| Toronto Dominion Bank |
6 |
| MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I |
6 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
6 |
| Stratos Wealth Partners, LTD. |
6 |
| Fs Credit Income Fund |
6 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
6 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
6 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
6 |
| State of New Jersey Common Pension Fund D |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
6 |
| Ellington Management Group Llc |
6 |
| MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y |
6 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
6 |
| Glenmede Trust Co Na |
6 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
6 |
| Caxton Associates Lp |
6 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
6 |
| Versant Capital Management, Inc |
6 |
| RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF |
6 |
| Proficio Capital Partners LLC |
6 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
6 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
6 |
| Snowden Capital Advisors LLC |
6 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
6 |
| Glassman Wealth Services |
6 |
| Vident Investment Advisory, LLC |
6 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
6 |
| LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
6 |
| Winton Capital Group Ltd |
6 |
| Prudential Financial Inc |
6 |
| Bessemer Group Inc |
6 |
| National Asset Management, Inc. |
6 |
| Putnam Premier Income Trust |
6 |
| Fs Multi-alternative Income Fund |
6 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
6 |
| PEAK6 Investments, L.P. |
6 |
| NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A |
6 |
| ClariVest Asset Management LLC |
6 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
6 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
6 |
| Old Mission Capital Llc |
6 |
| Quantitative Systematic Strategies LLC |
6 |
| NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class |
6 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
6 |
| Golden State Wealth Management, LLC |
6 |
| Verus Capital Partners, Llc |
6 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
6 |
| SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class |
6 |
| Great West Life Assurance Co /can/ |
6 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
6 |
| Ameritas Investment Partners, Inc. |
6 |
| Norges Bank |
6 |
| Register Financial Advisors LLC |
6 |
| Raymond James & Associates |
6 |
| Blueshift Asset Management, LLC |
6 |
| Wealthspire Advisors, L.P. |
6 |
| Connor, Clark & Lunn Investment Management Ltd. |
6 |
| FIL Ltd |
6 |
| King Luther Capital Management Corp |
6 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I |
6 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
6 |
| Quadrature Capital Ltd |
6 |
| Hsbc Holdings Plc |
6 |
| Ronald Blue Trust, Inc. |
6 |
| Polar Asset Management Partners Inc. |
6 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
6 |
| Virginia Retirement Systems Et Al |
6 |
| Sigma Planning Corp |
6 |
| SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 |
6 |
| FDx Advisors, Inc. |
6 |
| Alberta Investment Management Corp |
6 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
6 |
| DnB Asset Management AS |
6 |
| Tiaa Cref Investment Management Llc |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial |
6 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
6 |
| Bayesian Capital Management, LP |
6 |
| Versor Investments LP |
6 |
| Teacher Retirement System Of Texas |
6 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
6 |
| United Services Automobile Association |
6 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
6 |
| O'shaughnessy Asset Management, Llc |
6 |
| First Republic Investment Management, Inc. |
6 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
6 |
| Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund |
6 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
6 |
| A.R.T. Advisors, LLC |
6 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
6 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
6 |
| BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF |
6 |
| BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF |
6 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
6 |
| Principal Funds Inc |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
6 |
| AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class |
6 |
| AHL Partners LLP |
6 |
| BlueCrest Capital Management Ltd |
6 |
| Allworth Financial LP |
6 |
| Voloridge Investment Management, Llc |
6 |
| Strs Ohio |
6 |
| MetLife Investment Management, LLC |
6 |
| Capital Fund Management S.a. |
6 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
6 |
| Public Sector Pension Investment Board |
6 |
| BlackRock Advisors LLC |
6 |
| NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y |
6 |
| Ubs Oconnor Llc |
6 |
| Piedmont Investment Advisors Llc |
6 |
| MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N |
6 |
| IndexIQ Advisors LLC |
6 |
| State Board Of Administration Of Florida Retirement System |
6 |
| Alps Advisors Inc |
6 |
| CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A |
6 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
6 |
| SECOR Capital Advisors, LP |
6 |
| ProShare Advisors LLC |
6 |
| Teachers Advisors, Llc |
6 |
| Insight Select Income Fund |
6 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
6 |
| Cwm, Llc |
6 |
| Institutional & Family Asset Management, Llc |
6 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
6 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
6 |
| California State Teachers Retirement System |
6 |
| NumerixS Investment Technologies Inc |
6 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
6 |
| White Pine Capital Llc |
6 |
| Federated Hermes, Inc. |
6 |
| Hutchin Hill Capital, LP |
6 |
| BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) |
6 |
| Bogle Investment Management L P /de/ |
6 |
| Alliancebernstein Global High Income Fund Inc |
6 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
6 |
| Comerica Bank |
6 |
| Candriam Luxembourg S.C.A. |
6 |
| Gemmer Asset Management LLC |
6 |
| Vanguard Fiduciary Trust Co |
6 |
| Public Employees Retirement Association Of Colorado |
6 |
| Calamos Global Dynamic Income Fund |
6 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
6 |
| Campbell & CO Investment Adviser LLC |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
6 |
| Orion Portfolio Solutions, LLC |
6 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
6 |
| Calamos Advisors LLC |
6 |
| Css Llc/il |
6 |
| PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative |
6 |
| Guggenheim Capital Llc |
6 |
| Menta Capital Llc |
6 |
| Walleye Trading LLC |
6 |
| Putnam Master Intermediate Income Trust |
6 |
| Daiwa Securities Group Inc. |
6 |
| Cambridge Investment Research Advisors, Inc. |
6 |
| BEGBX - American Century International Bond Funds - International Bond Fund Investor Class |
6 |
| Continuum Advisory, LLC |
6 |
| CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A |
6 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
6 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
6 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
6 |
| FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M |
6 |
| SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A |
6 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
6 |
| Harbour Investments, Inc. |
6 |
| Swiss National Bank |
6 |
| Brinker Capital Investments, LLC |
6 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
6 |
| Boston Income Portfolio - Boston Income Portfolio |
6 |
| Oberweis Asset Management Inc/ |
6 |
| CIBC Private Wealth Group, LLC |
6 |
| American International Group, Inc. |
6 |
| FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A |
6 |
| DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I |
6 |
| Spark Investment Management LLC |
6 |
| D.a. Davidson & Co. |
6 |
| Massmutual Trust Co Fsb/adv |
6 |
| DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I |
6 |
| TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A |
6 |
| First Trust Advisors Lp |
6 |
| Benjamin F. Edwards & Company, Inc. |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
6 |
| Nationwide Fund Advisors |
6 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
| Metropolitan Life Insurance Co/ny |
6 |
| Ubs Ag |
6 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
6 |
| Ontario Teachers Pension Plan Board |
6 |
| OMERS ADMINISTRATION Corp |
6 |
| Hbk Investments L P |
6 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
6 |
| JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
6 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
6 |
| Balyasny Asset Management Llc |
6 |
| MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class |
6 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
6 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
6 |
| Wedbush Securities Inc |
6 |
| Marshall Wace North America L.P. |
6 |
| Principal Financial Group Inc |
6 |
| PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
6 |
| BlackRock Group LTD |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
6 |
| Thrivent Financial For Lutherans |
6 |
| IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF |
6 |
| Nisa Investment Advisors, Llc |
6 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
6 |
| Baird Financial Group, Inc. |
6 |
| Point72 Hong Kong Ltd |
6 |
| IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF |
6 |
| Systematic Financial Management Lp |
6 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
6 |
| Invesco Dynamic Credit Opportunities Fund |
6 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
6 |
| Jacobs Levy Equity Management, Inc |
6 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
6 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
6 |
| Regions Financial Corp |
6 |
| Tradewinds Capital Management, LLC |
6 |
| True Link Financial Advisors, LLC |
6 |
| Jones Financial Companies Lllp |
6 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
6 |
| CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class |
6 |
| IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF |
6 |
| Toth Financial Advisory Corp |
6 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
6 |
| BlackRock Investment Management, LLC |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
| Acrospire Investment Management LLC |
6 |
| Gotham Asset Management, LLC |
6 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
6 |
| Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A |
6 |
| Arizona State Retirement System |
6 |
| Jump Financial, LLC |
6 |
| AMP Capital Investors Ltd |
6 |
| Valeo Financial Advisors, LLC |
6 |
| Tudor Investment Corp Et Al |
6 |
| PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional |
6 |
| Ergoteles LLC |
6 |
| Eqis Capital Management, Inc. |
6 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
6 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
6 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
6 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
6 |
| Cresset Asset Management, LLC |
6 |
| Ground Swell Capital, LLC |
6 |
| Alpine Global Management, LLC |
6 |
| Mutual Of America Capital Management Llc |
6 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
6 |
| BNP Paribas Asset Management Holding S.A. |
6 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
6 |
| AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF |
6 |
| TCI Wealth Advisors, Inc. |
6 |
| VCCBX - VALIC Co II - Core Bond Fund |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
6 |
| Fox Run Management, L.l.c. |
6 |
| ExodusPoint Capital Management, LP |
6 |
| Soros Fund Management Llc |
6 |
| Two Sigma Securities, Llc |
6 |
| Blackrock Credit Allocation Income Trust |
6 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
6 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
6 |
| Global Retirement Partners, LLC |
6 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
6 |
| Driehaus Capital Management Llc |
6 |
| Stevens Capital Management Lp |
6 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
6 |
| BFIX - Build Funds Trust - Build Bond Innovation ETF |
6 |
| BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
6 |
| Natixis Advisors, L.p. |
6 |
| Boston Partners |
6 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
6 |
| PPM Funds - PPM Long Short Credit Fund (Inst) |
6 |
| Aigen Investment Management, Lp |
6 |
| Algert Global Llc |
6 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
6 |
| RidgeWorth Capital Management LLC |
6 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
6 |
| QS Investors, LLC |
6 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
6 |
| Manager Directed Portfolios - Pemberwick Fund Shares |
6 |
| PDT Partners, LLC |
6 |
| BlackRock Institutional Trust Company, N.A. |
6 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
6 |
| MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I |
6 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
6 |
| Private Advisor Group, LLC |
6 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
6 |
| Allianzgi Diversified Income & Convertible Fund |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| JLKAX - John Hancock Funds II - Multimanager 2050 Lifetime Portfolio Class A |
5 |
| Seven Eight Capital, Lp |
5 |
| Sowell Financial Services LLC |
5 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| Brewin Dolphin Ltd |
5 |
| Emerald Acquisition Ltd. |
5 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
5 |
| Cornerstone Capital Management Holdings Llc. |
5 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
5 |
| New York State Teachers Retirement System |
5 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
5 |
| Lindbrook Capital, Llc |
5 |
| Cullen/frost Bankers, Inc. |
5 |
| Savant Capital, LLC |
5 |
| Weld Capital Management Llc |
5 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
5 |
| CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares |
5 |
| VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative |
5 |
| Exchange Traded Concepts, Llc |
5 |
| 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 |
5 |
| Castleark Management Llc |
5 |
| Lsv Asset Management |
5 |
| Brown Brothers Harriman & Co |
5 |
| Dupont Capital Management Corp |
5 |
| DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A |
5 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
5 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
5 |
| Bell Investment Advisors, Inc |
5 |
| Janus Henderson Group Plc |
5 |
| Root Financial Partners, LLC |
5 |
| Fiera Capital Corp |
5 |
| Everence Capital Management Inc |
5 |
| Weiss Asset Management LP |
5 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| Eagle Asset Management Inc |
5 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
5 |
| Chicago Equity Partners Llc |
5 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
5 |
| Money Concepts Capital Corp |
5 |
| Nicholas Investment Partners, LP |
5 |
| Magnetar Financial LLC |
5 |
| Petrus Trust Company, LTA |
5 |
| Winton Diversified Opportunities Fund |
5 |
| PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional |
5 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
5 |
| Caption Management, LLC |
5 |
| Los Angeles Capital Management Llc |
5 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
5 |
| ORG Partners LLC |
5 |
| SILVER OAK SECURITIES, Inc |
5 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
5 |
| Jupiter Asset Management Ltd |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Jennison Associates Llc |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class |
5 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
5 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
5 |
| Hanseatic Management Services Inc |
5 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
5 |
| AE Wealth Management LLC |
5 |
| CIBC Bancorp USA Inc. |
5 |
| Northwestern Mutual Investment Management Company, Llc |
5 |
| Seacrest Wealth Management, Llc |
5 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
5 |
| Assenagon Asset Management S.A. |
5 |
| RFP Financial Group LLC |
5 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
5 |
| Schroder Investment Management Group |
5 |
| PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional |
5 |
| Alpine Associates Management Inc. |
5 |
| JLDAX - John Hancock Funds II - Multimanager 2020 Lifetime Portfolio Class A |
5 |
| International Assets Investment Management, Llc |
5 |
| First Horizon Corp |
5 |
| UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF |
5 |
| BRASX - Blackrock Allocation Target Shares - Bats Series S |
5 |
| Spot Trading L.L.C |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
5 |
| Quinn Opportunity Partners LLC |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
5 |
| FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class |
5 |
| Kistler-Tiffany Companies, LLC |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
5 |
| Assured Investment Management LLC |
5 |
| Jefferies Financial Group Inc. |
5 |
| Carroll Financial Associates, Inc. |
5 |
| Mercer Global Advisors Inc /adv |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I |
5 |
| Aviva Plc |
5 |
| First Mercantile Trust Co |
5 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
5 |
| Amundi |
5 |
| Gabelli Funds Llc |
5 |
| MML Series Investment Fund II - MML Dynamic Bond Fund Class II |
5 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
5 |
| LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF |
5 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
5 |
| Coldstream Capital Management Inc |
5 |
| Cornerstone Advisors, Inc. |
5 |
| Municipal Employees' Retirement System of Michigan |
5 |
| Farmers & Merchants Investments Inc |
5 |
| IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF |
5 |
| Weiss Multi-Strategy Advisers LLC |
5 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
| OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
5 |
| Spire Wealth Management |
5 |
| WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund |
5 |
| First Manhattan Co |
5 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
5 |
| Mfs Intermediate Income Trust |
5 |
| MYDA Advisors LLC |
5 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
5 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
5 |
| Royce & Associates Lp |
5 |
| Cnh Partners Llc |
5 |
| Intellectus Partners, LLC |
5 |
| Nordea Investment Management Ab |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| JLKMX - John Hancock Funds II - Multimanager 2055 Lifetime Portfolio Class R1 |
5 |
| John Hancock Investors Trust |
5 |
| Catalyst Capital Advisors LLC |
5 |
| Vectors Research Management, LLC |
5 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio |
5 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
5 |
| First Hawaiian Bank |
5 |
| PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A |
5 |
| Crewe Advisors LLC |
5 |
| Lombard Odier Asset Management (USA) Corp |
5 |
| Alyeska Investment Group, L.P. |
5 |
| Rafferty Asset Management, LLC |
5 |
| Mml Investors Services, Llc |
5 |
| Moore Capital Management, Lp |
5 |
| Larson Financial Group LLC |
5 |
| Mirae Asset Global Investments Co., Ltd. |
5 |
| Virtus Global Dividend & Income Fund Inc. |
5 |
| EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB |
5 |
| 1832 Asset Management L.P. |
5 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
5 |
| Elkfork Partners LLC |
5 |
| IMC-Chicago, LLC |
5 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
5 |
| IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF |
5 |
| Susquehanna Fundamental Investments, Llc |
5 |
| Occudo Quantitative Strategies Lp |
5 |
| Globeflex Capital L P |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| Moors & Cabot, Inc. |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
5 |
| Mariner, LLC |
5 |
| State of Alaska, Department of Revenue |
5 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
5 |
| Tocqueville Asset Management L.p. |
5 |
| Parkside Financial Bank & Trust |
5 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
5 |
| Perigon Wealth Management, LLC |
5 |
| Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund |
5 |
| Teachers Retirement System Of The State Of Kentucky |
5 |
| Ashton Thomas Private Wealth, LLC |
5 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
5 |
| State Of Michigan Retirement System |
5 |
| Nbc Securities, Inc. |
5 |
| ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class |
5 |
| Contravisory Investment Management, Inc. |
5 |
| JLEAX - John Hancock Funds II - Multimanager 2025 Lifetime Portfolio Class A |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class |
5 |
| Xponance, Inc. |
5 |
| Vontobel Holding Ltd. |
5 |
| State Of Wisconsin Investment Board |
5 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
5 |
| PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund |
5 |
| Highland Capital Management Lp |
5 |
| Jfs Wealth Advisors, Llc |
5 |
| Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class |
5 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
5 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
5 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
5 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
5 |
| Wells Fargo Multi-sector Income Fund |
5 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
5 |
| Advent Capital Management /de/ |
5 |
| GAM Holding AG |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| Segantii Capital Management Ltd |
5 |
| FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund |
5 |
| Banque Cantonale Vaudoise |
5 |
| Loomis Sayles & Co L P |
5 |
| Synovus Financial Corp |
5 |
| HSBC FUNDS - HSBC Strategic Income Fund Class A |
5 |
| WFG Advisors, LP |
5 |
| AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF |
5 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
5 |
| Quarry LP |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
5 |
| Covestor Ltd |
5 |
| LS Investment Advisors, LLC |
5 |
| Shell Asset Management Co |
5 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
5 |
| DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF |
5 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
5 |
| Scotia Capital Inc. |
5 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
5 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB |
5 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class |
5 |
| IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged |
5 |
| ArrowMark Colorado Holdings LLC |
5 |
| GV Financial Advisors |
5 |
| Allspring Global Investments Holdings, LLC |
5 |
| CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund |
5 |
| Blackrock Multi-sector Opportunities Trust |
5 |
| Csenge Advisory Group |
5 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
5 |
| MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
5 |
| Sanctuary Wealth Advisors, LLC |
5 |
| BlackRock Multi-Sector Opportunities Trust II |
5 |
| BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A |
5 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
5 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
5 |
| Independent Advisor Alliance |
5 |
| JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF |
5 |
| DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class |
5 |
| Freestone Capital Holdings, LLC |
5 |
| HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class |
5 |
| WealthPLAN Partners, LLC |
5 |
| LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
5 |
| PineBridge Investments, L.P. |
5 |
| Quantitative Investment Management, LLC |
5 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
5 |
| Enterprise Financial Services Corp |
5 |
| Axa S.a. |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| Van Eck Associates Corp |
5 |
| Caitong International Asset Management Co., Ltd |
5 |
| DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service |
5 |
| Calamos Long/Short Equity & Dynamic Income Trust |
5 |
| Ameritas Advisory Services, LLC |
5 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
5 |
| Penserra Capital Management LLC |
5 |
| ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio |
5 |
| FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF |
5 |
| WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I |
5 |
| SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF |
5 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
5 |
| LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A |
5 |
| Adage Capital Partners Gp, L.l.c. |
5 |
| Analytic Investors, LLC |
5 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
5 |
| Ausdal Financial Partners, Inc. |
5 |
| Pathstone Family Office, Llc |
5 |
| Townsquare Capital Llc |
5 |
| Howe & Rusling Inc |
5 |
| Transamerica Financial Advisors, Inc. |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
5 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
| Cornerstone Planning Group LLC |
5 |
| Jane Street Holding, LLC |
5 |
| MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A |
5 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
5 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
5 |
| James Investment Research Inc |
5 |
| HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF |
5 |
| JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) |
5 |
| Cornerstone Wealth Management, LLC |
5 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
5 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
5 |
| Hillsdale Investment Management Inc. |
5 |
| Lord, Abbett & Co. Llc |
5 |
| CIBC World Markets Inc. |
5 |
| Mizuho Securities Usa Llc |
5 |
| Cantor Fitzgerald, L. P. |
5 |
| Quantamental Technologies LLC |
5 |
| CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares |
5 |
| FNY Partners Fund LP |
5 |
| Coston, McIsaac & Partners |
5 |
| Numeric Investors Llc |
5 |
| DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A |
5 |
| JLFAX - John Hancock Funds II - Multimanager 2030 Lifetime Portfolio Class A |
5 |
| Diametric Capital, LP |
5 |
| OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class |
5 |
| SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 |
5 |
| State of Tennessee, Treasury Department |
5 |
| Riverhead Capital Management Llc |
5 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
5 |
| Advent Claymore Convertible Securities & Income Fund |
5 |
| Summit Trail Advisors, Llc |
5 |
| Diversified Trust Co |
5 |
| Emerald Mutual Fund Advisers Trust |
5 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
5 |
| HOIBX - Homestead Funds Trust - Intermediate Bond Fund |
5 |
| Apollon Wealth Management, LLC |
5 |
| Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund |
5 |
| Handelsbanken Fonder AB |
5 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
5 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| Alambic Investment Management, L.P. |
5 |
| Healthcare Of Ontario Pension Plan Trust Fund |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| JMENX - John Hancock Funds II - Multimanager 2060 Lifetime Portfolio Class I |
5 |
| Amundi Pioneer Asset Management Inc |
5 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
5 |
| BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF |
5 |
| RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund |
5 |
| Umb Bank N A/mo |
5 |
| PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. |
5 |
| Neuberger Berman Group LLC |
5 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
5 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
5 |
| Russell Frank Co/ |
5 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
5 |
| Tfs Capital Llc |
5 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
5 |
| SAC Capital Advisors LP |
5 |
| Graham Capital Management, L.P. |
5 |
| BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF |
5 |
| Capstone Asset Management Co |
5 |
| VGLSX - VALIC Co I - Global Strategy Fund |
5 |
| FinTrust Capital Advisors, LLC |
5 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
5 |
| HighTower Advisors, LLC |
5 |
| Redhawk Wealth Advisors, Inc. |
5 |
| Skandinaviska Enskilda Banken AB (publ) |
5 |
| Kennedy Capital Management, Inc. |
5 |
| Whittier Trust Co |
5 |
| PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class |
5 |
| Qs Batterymarch Financial Management, Inc |
5 |
| FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A |
5 |
| Arkadios Wealth Advisors |
5 |
| IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
5 |
| Lighthouse Investment Partners, LLC |
5 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
5 |
| VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio |
5 |
| Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF |
5 |
| Smartleaf Asset Management LLC |
5 |
| Harel Insurance Investments & Financial Services Ltd. |
5 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
5 |
| ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF |
5 |
| Jacobi Capital Management LLC |
5 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
5 |
| Cerity Partners LLC |
5 |
| Silphium Asset Management Ltd |
5 |
| DRW Securities, LLC |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| Next Financial Holdings |
5 |
| Profund Advisors Llc |
5 |
| Calvert Investment Management, Inc. |
5 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
5 |
| HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF |
5 |
| Vanguard Portfolio Management Llc |
5 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
5 |
| Raymond James Financial Inc |
5 |
| Texas Permanent School Fund |
5 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
5 |
| Employees Retirement System of Texas |
5 |
| Cipher Capital LP |
5 |
| Farther Finance Advisors, LLC |
5 |
| Financial Advocates Investment Management |
5 |
| Janney Montgomery Scott LLC |
5 |
| Clearbridge Investments, LLC |
5 |
| Segall Bryant & Hamill, Llc |
5 |
| Sawtooth Solutions, LLC |
5 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
| Dfa Investment Trust Co - The Emerging Markets Small Cap Series |
5 |
| Ci Investments Inc. |
5 |
| BERIX - Chartwell Funds - Berwyn Income Fund |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
5 |
| JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV |
5 |
| Reilly Financial Advisors, Llc |
5 |
| FORA Capital, LLC |
5 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
| EAM Investors, LLC |
5 |
| Sandy Spring Bank |
5 |
| Anchor Investment Management, LLC |
5 |
| MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares |
5 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
| JJJ Advisors Inc. |
5 |
| Manatuck Hill Partners, LLC |
5 |
| Avantax Advisory Services, Inc. |
5 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
5 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
5 |
| JLHAX - John Hancock Funds II - Multimanager 2035 Lifetime Portfolio Class A |
5 |
| LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares |
5 |
| BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF |
5 |
| Coppell Advisory Solutions LLC |
5 |
| Western Wealth Management, LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
5 |
| Smithfield Trust Co |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| Blair William & Co/il |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
5 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
5 |
| SRS Capital Advisors, Inc. |
5 |
| Sound Income Strategies, LLC |
5 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
| BlackRock Japan Co. Ltd |
5 |
| JLJAX - John Hancock Funds II - Multimanager 2045 Lifetime Portfolio Class A |
5 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
5 |
| JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I |
5 |
| M&t Bank Corp |
5 |
| JLIAX - John Hancock Funds II - Multimanager 2040 Lifetime Portfolio Class A |
5 |
| Clough Global Dividend & Income Fund |
5 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
5 |
| SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund |
5 |
| Clinton Group Inc |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio |
5 |
| AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares |
5 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
5 |
| Natixis |
5 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
5 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
5 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class |
5 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
5 |
| Sterling Capital Management LLC |
5 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
5 |
| Kestra Advisory Services, LLC |
5 |
| Hurley Capital, LLC |
5 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio |
5 |
| McKinley Carter Wealth Services, Inc. |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio |
5 |
| Capital Wealth Planning, LLC |
5 |
| Atom Investors LP |
5 |
| Wealthspire Advisors, LLC |
5 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
5 |
| Louisiana State Employees Retirement System |
5 |
| JLBAX - John Hancock Funds II - Multimanager 2015 Lifetime Portfolio Class A |
5 |
| PACIFIC SELECT FUND - Core Income Portfolio Class I |
5 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
5 |
| Berman Capital Advisors, LLC |
5 |
| Brown Advisory Inc |
5 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
5 |
| MetLife Securities, Inc |
5 |
| First Personal Financial Services |
5 |
| Harbor Investment Advisory, Llc |
5 |
| Pinnacle Associates Ltd |
5 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
5 |
| Emerald Advisers, Llc |
5 |
| Brevan Howard Capital Management LP |
5 |
| Xact Kapitalforvaltning AB |
5 |
| Manchester Capital Management LLC |
5 |
| Holocene Advisors, LP |
5 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
4 |
| WealthPlan Investment Management, LLC |
4 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
4 |
| MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF |
4 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
4 |
| BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares |
4 |
| HAP Trading, LLC |
4 |
| ICA Group Wealth Management, LLC |
4 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
4 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
4 |
| Janus Capital Management Llc |
4 |
| Shelton Capital Management |
4 |
| Keybank National Association/oh |
4 |
| FineMark National Bank & Trust |
4 |
| Colonial Trust Co / SC |
4 |
| Eaton Vance Management |
4 |
| Trust Co Of Vermont |
4 |
| Pacitti Group Inc. |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
4 |
| Northern Trust Co Of Connecticut |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
4 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
4 |
| RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E |
4 |
| Canyon Capital Advisors Llc |
4 |
| Royal Fund Management, LLC |
4 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
4 |
| 1492 Capital Management LLC |
4 |
| Kohmann Bosshard Financial Services, LLC |
4 |
| Stephens Consulting, LLC |
4 |
| JustInvest LLC |
4 |
| BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K |
4 |
| ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A |
4 |
| ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A |
4 |
| Advisors Asset Management, Inc. |
4 |
| Rosenberg Matthew Hamilton |
4 |
| Sandler Capital Management |
4 |
| Rsm Us Wealth Management Llc |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I |
4 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
4 |
| Disciplined Investments, LLC |
4 |
| Tarbox Family Office, Inc. |
4 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
| LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A |
4 |
| Johnson Financial Group, Inc. |
4 |
| Primecap Management Co/ca/ |
4 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
4 |
| Founders Capital Management |
4 |
| Apriem Advisors |
4 |
| Nokomis Capital, L.L.C. |
4 |
| Rice Hall James & Associates, Llc |
4 |
| Legato Capital Management LLC |
4 |
| Bradley Foster & Sargent Inc/ct |
4 |
| Axq Capital, Lp |
4 |
| Elite Wealth Management, Inc. |
4 |
| Kornitzer Capital Management Inc /ks |
4 |
| Westside Investment Management, Inc. |
4 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
4 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
4 |
| Vivaldi Capital Management, LLC |
4 |
| JNL SERIES TRUST - JNL/PIMCO Income Fund (A) |
4 |
| Sherbrooke Park Advisers Llc |
4 |
| Paradigm Asset Management Co Llc |
4 |
| Sterling Investment Advisors, Ltd. |
4 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
4 |
| Meeder Advisory Services, Inc. |
4 |
| SageView Advisory Group, LLC |
4 |
| Palouse Capital Management, Inc. |
4 |
| Retirement Systems of Alabama |
4 |
| Prospera Financial Services Inc |
4 |
| CI Private Wealth, LLC |
4 |
| True Wealth Design, LLC |
4 |
| Alpine Woods Capital Investors, Llc |
4 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
4 |
| Horizon Investments, LLC |
4 |
| HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class |
4 |
| MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y |
4 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
4 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
4 |
| PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) |
4 |
| Fieldpoint Private Securities, LLC |
4 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
4 |
| RBF Capital, LLC |
4 |
| Lido Advisors, LLC |
4 |
| Private Trust Co Na |
4 |
| Putnam ETF Trust - Putnam ESG Core Bond ETF - |
4 |
| Dynamic Technology Lab Pte Ltd |
4 |
| DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF |
4 |
| PPM Funds - PPM High Yield Core Fund (Inst) |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
4 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
4 |
| First Quadrant L P/ca |
4 |
| Mv Capital Management, Inc. |
4 |
| Edmond De Rothschild Holding S.a. |
4 |
| TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund |
4 |
| SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| Tucker Asset Management Llc |
4 |
| PFG Investments, LLC |
4 |
| Nebula Research & Development LLC |
4 |
| J.w. Cole Advisors, Inc. |
4 |
| National Bank Of Canada /fi/ |
4 |
| Managed Account Advisors Llc |
4 |
| Needham Investment Management Llc |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
4 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
4 |
| Atlantic Trust, LLC |
4 |
| Cable Hill Partners, LLC |
4 |
| NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A |
4 |
| Ardsley Advisory Partners Lp |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
4 |
| Atomi Financial Group, Inc. |
4 |
| Advanced Series Trust - Ast High Yield Portfolio |
4 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
4 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
4 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
4 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
4 |
| CIBC Asset Management Inc |
4 |
| Nemes Rush Group LLC |
4 |
| Gts Securities Llc |
4 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio |
4 |
| Dunhill Financial, LLC |
4 |
| Perritt Capital Management Inc |
4 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
4 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
4 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
4 |
| Western Asset Income Fund |
4 |
| Cetera Advisors LLC |
4 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
4 |
| VEGN - ETF Series Solutions - US Vegan Climate ETF |
4 |
| Chase Investment Counsel Corp |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| Clean Yield Group |
4 |
| Sutton Wealth Advisors Inc. |
4 |
| Winch Advisory Services, LLC |
4 |
| Qrg Capital Management, Inc. |
4 |
| TD Waterhouse Canada Inc. |
4 |
| Vident Advisory, LLC |
4 |
| CENTRAL TRUST Co |
4 |
| Pictet Asset Management Holding SA |
4 |
| NEOS Investment Management LLC |
4 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
4 |
| Stoneridge Investment Partners Llc |
4 |
| Atlantic Union Bankshares Corp |
4 |
| Stone House Investment Management, LLC |
4 |
| JNBA Financial Advisors |
4 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| Nomura Asset Management Co Ltd |
4 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
4 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
4 |
| Trust Point Inc. |
4 |
| Geneva Advisors, LLC |
4 |
| V Wealth Advisors LLC |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF |
4 |
| Motco |
4 |
| APG Asset Management N.V. |
4 |
| HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
4 |
| South Dakota Investment Council |
4 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| GAMMA Investing LLC |
4 |
| E. Ohman J:or Asset Management AB |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| Tfo-tdc, Llc |
4 |
| Connective Capital Management, LLC |
4 |
| Avantax Planning Partners, Inc. |
4 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
4 |
| Principal Securities, Inc. |
4 |
| Pitcairn Co |
4 |
| Lockheed Martin Investment Management Co |
4 |
| Savvy Advisors, Inc. |
4 |
| Asset Dedication, LLC |
4 |
| Private Wealth Management Group, LLC |
4 |
| Delaware Enhanced Global Dividend & Income Fund |
4 |
| Quest Partners LLC |
4 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
4 |
| Granite Investment Partners, LLC |
4 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
4 |
| Skopos Labs, Inc. |
4 |
| Renaissance Group Llc |
4 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund |
4 |
| PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 |
4 |
| Virtus Global Multi-sector Income Fund |
4 |
| Tompkins Financial Corp |
4 |
| New Age Alpha Advisors, LLC |
4 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
4 |
| Signal Advisors Wealth, LLC |
4 |
| Hartland & Co., LLC |
4 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| Exane Derivatives |
4 |
| Exane Asset Management |
4 |
| JALGX - John Hancock Funds II - Multimanager Lifestyle Growth Portfolio Class A |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| Whitebox Advisors Llc |
4 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
4 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
4 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
4 |
| Scientech Research LLC |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| EntryPoint Capital, LLC |
4 |
| Pathstone Holdings, LLC |
4 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
4 |
| PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A |
4 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
4 |
| Ing Groep Nv |
4 |
| Vivaldi Asset Management, LLC |
4 |
| Great Lakes Advisors, Llc |
4 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
4 |
| Entropy Technologies, LP |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| Tsfg, Llc |
4 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
4 |
| Mangrove Partners |
4 |
| Franklin Street Advisors Inc /nc |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| Bollard Group LLC |
4 |
| TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z |
4 |
| VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares |
4 |
| Equitec Proprietary Markets, Llc |
4 |
| Atria Investments Llc |
4 |
| Donoghue Forlines LLC |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF |
4 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
4 |
| Rathbone Brothers plc |
4 |
| Crossmark Global Holdings, Inc. |
4 |
| Princeton Alpha Management LP |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
4 |
| Diversify Advisory Services, LLC |
4 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
4 |
| ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A |
4 |
| Danske Bank A/s |
4 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
4 |
| Bryn Mawr Capital Management Inc |
4 |
| Swedbank AB |
4 |
| ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
4 |
| York Capital Management Global Advisors, LLC |
4 |
| First Financial Corp /in/ |
4 |
| MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A |
4 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
4 |
| Point72 (DIFC) Ltd |
4 |
| Global Financial Private Client, LLC |
4 |
| Fisher Asset Management, LLC |
4 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
4 |
| Convergence Investment Partners, LLC |
4 |
| Jackson Creek Investment Advisors LLC |
4 |
| Hexagon Capital Partners LLC |
4 |
| TFC Financial Management |
4 |
| Corebridge Financial, Inc. |
4 |
| Gamco Investors, Inc. Et Al |
4 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
4 |
| Cordant, Inc. |
4 |
| AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF |
4 |
| Vantage Investment Advisors, LLC |
4 |
| Rothschild Investment Llc |
4 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
4 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
4 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
4 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
4 |
| Abound Wealth Management |
4 |
| Diversify Wealth Management, Llc |
4 |
| IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class |
4 |
| FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
4 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
4 |
| Clear Investment Research, Llc |
4 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
4 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
4 |
| JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) |
4 |
| Sanctuary Advisors, LLC |
4 |
| Millrace Asset Group, Inc. |
4 |
| Brookfield Asset Management Inc. |
4 |
| Turner Investments, L.p. |
4 |
| Optimum Investment Advisors |
4 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
4 |
| Hancock Whitney Corp |
4 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
4 |
| Cetera Investment Advisers |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I |
4 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
4 |
| AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A |
4 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| Ares Dynamic Credit Allocation Fund, Inc. |
4 |
| Clough Global Opportunities Fund |
4 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
4 |
| GoalVest Advisory LLC |
4 |
| Legg Mason Bw Global Income Opportunities Fund Inc. |
4 |
| Marathon Trading Investment Management LLC |
4 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
4 |
| Global X Management CO LLC |
4 |
| BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF |
4 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
4 |
| MML Series Investment Fund II - MML Short-Duration Bond Fund Class II |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
4 |
| Regal Investment Advisors LLC |
4 |
| Hemington Wealth Management |
4 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
4 |
| Raymond James Trust N.a. |
4 |
| Icon Advisers Inc/co |
4 |
| Heck Capital Advisors, LLC |
4 |
| SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A |
4 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
4 |
| STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A |
4 |
| CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A |
4 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
4 |
| Teza Capital Management LLC |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class |
4 |
| Maryland State Retirement & Pension System |
4 |
| GPS Wealth Strategies Group, LLC |
4 |
| Sovran Advisors, LLC |
4 |
| Boardman Bay Capital Management Llc |
4 |
| VCCCX - VALIC Co I - Capital Conservation Fund |
4 |
| Ancora Advisors, LLC |
4 |
| Y-Intercept (Hong Kong) Ltd |
4 |
| Symmetry Investments LP |
4 |
| Sierra Ocean, Llc |
4 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
4 |
| Capital Asset Advisory Services LLC |
4 |
| ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 |
4 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
4 |
| Invictus RG |
4 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
4 |
| Edge Wealth Management LLC |
4 |
| Sawgrass Asset Management Llc |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service |
4 |
| SG3 Management, LLC |
4 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
4 |
| AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares |
4 |
| IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A |
4 |
| Rialto Wealth Management, LLC |
4 |
| Thompson Siegel & Walmsley Llc |
4 |
| Liontrust Investment Partners LLP |
4 |
| ROM - PROSHARES TRUST - ProShares Ultra Technology |
4 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
4 |
| Hughes Financial Services, LLC |
4 |
| Veriti Management LLC |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
4 |
| SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio |
4 |
| Scout Investments, Inc. |
4 |
| Element Capital Management Llc |
4 |
| Interval Partners, LP |
4 |
| Klp Kapitalforvaltning As |
4 |
| Police & Firemen's Retirement System of New Jersey |
4 |
| Mason Street Advisors, Llc |
4 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
4 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
4 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
4 |
| Stone Ridge Asset Management LLC |
4 |
| WealthTrak Capital Management LLC |
4 |
| Absolute Return Capital, LLC |
4 |
| Maplelane Capital, Llc |
4 |
| Harvest Management Llc |
4 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
4 |
| Polymer Capital Management (US) LLC |
4 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| Richards, Merrill & Peterson, Inc. |
4 |
| Bridgefront Capital, LLC |
4 |
| Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares |
4 |
| Dymon Asia Capital (singapore) Pte. Ltd. |
4 |
| MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares |
4 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
4 |
| Rossby Financial, LCC |
4 |
| JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I |
4 |
| Peak6 Llc |
4 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
4 |
| Concord Wealth Partners |
4 |
| Credit Agricole S A |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| North Star Asset Management Inc |
4 |
| Sovereign Financial Group, Inc. |
4 |
| Interchange Capital Partners, LLC |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| Etf Managers Group, Llc |
4 |
| Cadence Capital Management Llc |
4 |
| Kensington Investment Counsel, LLC |
4 |
| Guerra Advisors Inc |
4 |
| Twin Tree Management, LP |
4 |
| Persistent Asset Partners Ltd |
4 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
4 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
4 |
| Silicon Valley Capital Partners |
4 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
4 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
| Calton & Associates, Inc. |
4 |
| Vermillion Wealth Management, Inc. |
4 |
| Mackenzie Financial Corp |
4 |
| North Star Investment Management Corp. |
4 |
| Yorktown Management & Research Co Inc |
4 |
| Sculptor Capital LP |
4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
4 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
4 |
| Kemnay Advisory Services Inc. |
4 |
| Baker Ellis Asset Management LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class |
4 |
| JLAAX - John Hancock Funds II - Multimanager 2010 Lifetime Portfolio Class A |
4 |
| YHB Investment Advisors, Inc. |
4 |
| Ruggie Capital Group |
4 |
| J. Goldman & Co LP |
4 |
| Keystone Financial Group |
4 |
| Legacy Financial Advisors, Inc. |
4 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
4 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
4 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
4 |
| Lombard Odier Asset Management (Switzerland) SA |
4 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| Miles Capital, Inc. |
4 |
| Centaurus Financial, Inc. |
4 |
| Baker Avenue Asset Management, LP |
4 |
| PIMCO FUNDS - PIMCO Low Duration Portfolio |
4 |
| Fred Alger Management, Llc |
4 |
| PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class |
4 |
| Coatue Management Llc |
4 |
| Allstate Corp |
4 |
| Krilogy Financial LLC |
4 |
| PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional |
4 |
| Old National Bancorp /in/ |
4 |
| PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio |
4 |
| ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class |
4 |
| Maverick Capital Ltd |
4 |
| Integrity Alliance, Llc. |
4 |
| Nuveen, LLC |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
4 |
| Greenwood Capital Associates Llc |
4 |
| Moody National Bank Trust Division |
4 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
4 |
| OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares |
4 |
| Financial Management Professionals, Inc. |
4 |
| Mutual Advisors, LLC |
4 |
| Securian Asset Management, Inc |
4 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class |
4 |
| Sciencast Management LP |
4 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
4 |
| Flinton Capital Management LLC |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
4 |
| Summit Partners Public Asset Management, Llc |
4 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
4 |
| Pinnacle Wealth Planning Services, Inc. |
4 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
4 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
4 |
| Balentine LLC |
4 |
| Bridgewater Associates, LP |
4 |
| Venturi Wealth Management, LLC |
4 |
| Humankind Benefit Corp - Humankind US Stock ETF |
4 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
4 |
| Itau Unibanco Holding S.A. |
4 |
| GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II |
4 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
4 |
| EP Wealth Advisors, Inc. |
4 |
| Financial Gravity Companies, Inc. |
4 |
| Virtus Investment Advisers, Inc. |
4 |
| Investors Research Corp |
4 |
| Marex Group plc |
4 |
| Delpha Capital Management, Llc |
4 |
| Nwam Llc |
4 |
| Salem Investment Counselors Inc |
4 |
| TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A |
4 |
| WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A |
4 |
| New Mexico Educational Retirement Board |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
4 |
| LMR Partners LLP |
4 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
4 |
| PFG Advisors |
4 |
| Perpetual Ltd |
4 |
| GHP Investment Advisors, Inc. |
4 |
| Td Asset Management Inc |
4 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
4 |
| Optiver Holding B.V. |
4 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
4 |
| Bb&t Securities, Llc |
4 |
| Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares |
4 |
| Westpac Banking Corp |
4 |
| Hennion & Walsh Asset Management, Inc. |
4 |
| MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF |
4 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund |
4 |
| Swiss Life Asset Management Ltd |
4 |
| Dubuque Bank & Trust Co |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund |
4 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
4 |
| Highlander Capital Management, LLC |
4 |
| Capula Management Ltd |
4 |
| Mandatum Life Insurance Co Ltd |
4 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
4 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
4 |
| Empowered Funds, LLC |
4 |
| Pentwater Capital Management LP |
4 |
| First Washington CORP |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
4 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
4 |
| Deere & Co |
4 |
| NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A |
4 |
| Voya Prime Rate Trust |
4 |
| CWM Advisors, LLC |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| USA Financial Portformulas Corp |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
4 |
| Counterpoint Mutual Funds LLC |
4 |
| Leonteq Securities AG |
4 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
4 |
| Commonwealth Equity Services, Inc |
4 |
| RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I |
4 |
| Adviser Investments LLC |
4 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
4 |
| Keating Financial Advisory Services, Inc. |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O |
4 |
| Clearline Capital LP |
4 |
| Profunds - Profund Vp Technology |
4 |
| BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF |
4 |
| Mycio Wealth Partners, Llc |
4 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
4 |
| Avestar Capital, LLC |
4 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
4 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
4 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
4 |
| SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A |
4 |
| One Wealth Advisors, LLC |
4 |
| Cupps Capital Management, LLC |
4 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
4 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
4 |
| Cornercap Investment Counsel Inc |
4 |
| ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 |
4 |
| Dark Forest Capital Management Lp |
4 |
| Prime Capital Investment Advisors, LLC |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF |
4 |
| Boston Private Wealth Llc |
4 |
| Sandell Asset Management Corp |
4 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
4 |
| IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF |
4 |
| We Are One Seven, LLC |
4 |
| Accurate Wealth Management, LLC |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A |
4 |
| Wealthcare Advisory Partners LLC |
4 |
| M&g Investment Management Ltd |
4 |
| Friess Associates Llc |
4 |
| Johnson Investment Counsel Inc |
4 |
| NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I |
4 |
| SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio |
4 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
4 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
4 |
| Odyssean, LLC |
4 |
| Bank Of Nova Scotia |
4 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
4 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
4 |
| VTL Associates, LLC |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| Private Capital Group, LLC |
4 |
| Tiaa-cref Funds |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| Strive Financial Group ,LLC |
4 |
| NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
4 |
| Creative Financial Designs Inc /adv |
4 |
| Index Management Solutions, LLC |
4 |
| Nvwm, Llc |
4 |
| CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares |
4 |
| CAPROCK Group, Inc. |
4 |
| PointState Capital LP |
4 |
| Rehmann Capital Advisory Group |
4 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
4 |
| WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES |
4 |
| SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares |
4 |
| Harvest Group Wealth Management, Llc |
4 |
| Capital Investment Advisors, LLC |
4 |
| Winslow, Evans & Crocker, Inc. |
4 |
| United Capital Financial Advisers, Llc |
4 |
| Sheets Smith Wealth Management |
4 |
| Strategic Asset Management, LLC |
4 |
| Park Avenue Securities Llc |
4 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
4 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
4 |
| Marquette Asset Management, LLC |
4 |
| OP Asset Management Ltd |
4 |
| Aberdeen Funds - Aberdeen Income Builder Fund Class A |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
4 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
4 |
| Independent Financial Group, Llc |
4 |
| Cibc World Markets Corp |
4 |
| Vision Retirement, LLC |
4 |
| Vanguard Investments Australia, Ltd. |
4 |
| VANGUARD ASSET MANAGEMENT, Ltd |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
4 |
| Wedmont Private Capital |
4 |
| DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| Change Path, LLC |
4 |
| Zweig-DiMenna Associates LLC |
4 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
4 |
| Integrated Wealth Concepts LLC |
4 |
| AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| Weiss Strategic Interval Fund |
4 |
| Penbrook Management LLC |
4 |
| MCF Advisors LLC |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| Mount Yale Investment Advisors, LLC |
4 |
| Minichmacgregor Wealth Management, Llc |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| CX Institutional |
4 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C |
4 |
| Schubert & Co |
4 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
4 |
| DGS Capital Management, LLC |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| Capital Performance Advisors Llp |
4 |
| Compagnie Lombard Odier SCmA |
4 |
| Yousif Capital Management, Llc |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| Carmel Capital Partners, LLC |
4 |
| Artemis Investment Management LLP |
4 |
| C M Bidwell & Associates Ltd |
4 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
4 |
| Foundations Investment Advisors, LLC |
4 |
| Truvestments Capital Llc |
4 |
| Steward Financial Group LLC |
4 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
4 |
| Ieq Capital, Llc |
4 |
| Congress Wealth Management LLC / DE / |
4 |
| Harbor Capital Advisors, Inc. |
4 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
4 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
4 |
| Arrow Financial Corp |
4 |
| Blackrock Core Bond Trust |
4 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
4 |
| SOUTH STATE Corp |
4 |
| CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A |
4 |
| Blackrock Ltd Duration Income Trust |
4 |
| Valley National Advisers Inc |
4 |
| Illinois Municipal Retirement Fund |
4 |
| State of Wyoming |
4 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
4 |
| Steel Peak Wealth Management LLC |
4 |
| Integrated Advisors Network LLC |
4 |
| Verity & Verity, LLC |
4 |
| M Holdings Securities, Inc. |
4 |
| Rockefeller Financial Services Inc |
4 |
| Buckingham Strategic Partners |
4 |
| CoreCap Advisors, LLC |
4 |
| Braun Stacey Associates Inc |
4 |
| Utah Retirement Systems |
4 |
| Fuller & Thaler Asset Management, Inc. |
4 |
| Karp Capital Management Corp |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| Westwood Holdings Group Inc |
4 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
4 |
| Stephens Inc /ar/ |
4 |
| SJS Investment Consulting Inc. |
4 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
4 |
| Burney Co/ |
4 |
| B. Metzler seel. Sohn & Co. AG |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
4 |
| CenterBook Partners LP |
4 |
| Traynor Capital Management, Inc. |
4 |
| Roman Butler Fullerton & Co |
4 |
| First Command Bank |
4 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
4 |
| Picton Mahoney Asset Management |
4 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
4 |
| Nuveen Credit Strategies Income Fund |
4 |
| IHT Wealth Management, LLC |
4 |
| First City Capital Management, Inc. |
4 |
| Summit Financial, LLC |
4 |
| Defender Capital, LLC. |
4 |
| Jump Trading, LLC |
4 |
| Pictet Asset Management Sa |
4 |
| Osterweis Capital Management Inc |
4 |
| Marks Group Wealth Management, Inc |
4 |
| Alphacrest Capital Management Llc |
4 |
| MUFG Securities EMEA plc |
4 |
| Meadow Creek Investment Management LLC |
4 |
| Anfield Capital Management, LLC |
4 |
| Riverview Trust Co |
4 |
| Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund |
4 |
| Aquatic Capital Management LLC |
4 |
| Keebeck Alpha, LP |
4 |
| First Command Financial Services, Inc. |
4 |
| Aptus Capital Advisors, LLC |
4 |
| Waddell & Reed Financial Inc |
4 |
| Elequin Capital Lp |
4 |
| Axiom International Investors Llc /de |
4 |
| Neuburgh Advisers LLC |
4 |
| Zions Bancorporation, N.A. |
4 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio I |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| Ameritas Investment Corp |
4 |
| TEPIX - Profunds - Technology Ultrasector Profund Investor Class |
4 |
| Vestcor Inc |
4 |
| Allianzgi Equity & Convertible Income Fund |
4 |
| PSI Advisors, LLC |
4 |
| L2 Asset Management, LLC |
4 |
| Wellington Shields Capital Management, LLC |
4 |
| Neo Ivy Capital Management |
4 |
| Ostrum Asset Management |
4 |
| Vanguard Horizon Funds |
4 |
| Koshinski Asset Management, Inc. |
4 |
| Integrated Wealth Management |
4 |
| Quantinno Capital Management LP |
4 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
4 |
| Simplicity Wealth,LLC |
4 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
4 |
| Cigna Investments Inc /new |
4 |
| VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares |
4 |
| Salomon & Ludwin, LLC |
4 |
| Fosun International Ltd |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| Toroso Investments, LLC |
4 |
| Pictet Asset Management Ltd |
4 |
| Summit Global Investments |
4 |
| USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares |
4 |
| AlphaMark Advisors, LLC |
4 |
| Wealthfront Advisers Llc |
4 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
4 |
| Leo H. Evart, Inc. |
4 |
| MUFG Americas Holdings Corp |
4 |
| IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
4 |
| Wetherby Asset Management Inc |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
4 |
| Vanguard Explorer Fund |
4 |
| Strengthening Families & Communities, LLC |
4 |
| Householder Group Estate & Retirement Specialist, LLC |
4 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
4 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
4 |
| Twinbeech Capital Lp |
4 |
| Mirabella Financial Services Llp |
4 |
| High Net Worth Advisory Group LLC |
4 |
| Ensign Peak Advisors, Inc |
4 |
| Crestline Management, LP |
4 |
| Wealth Quarterback LLC |
4 |
| CVA Family Office, LLC |
4 |
| Hudock, Inc. |
4 |
| Archer Investment Corp |
4 |
| WealthTrust-Arizona, LLC |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Liberty Wealth Management Llc |
4 |
| Capital Advisors, Ltd. LLC |
4 |
| Navellier & Associates Inc |
4 |
| Amalgamated Financial Corp. |
4 |
| Atria Wealth Solutions, Inc. |
4 |
| HBK Sorce Advisory LLC |
4 |
| Prestige Wealth Management Group LLC |
4 |
| Baader Bank INC |
4 |
| Ionic Capital Management LLC |
4 |
| EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
4 |
| DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF |
4 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
4 |
| MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund |
4 |
| PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| Herald Investment Management Ltd |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Hantz Financial Services, Inc. |
4 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
4 |
| Benjamin Edwards Inc |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
4 |
| Zacks Investment Management |
4 |
| MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I |
4 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
4 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
4 |
| Sunbelt Securities, Inc. |
4 |
| Trivest Advisors Ltd |
4 |
| HighMark Wealth Management LLC |
4 |
| Intech Investment Management Llc |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Greenleaf Trust |
4 |
| GeoWealth Management, LLC |
4 |
| Sumitomo Mitsui Trust Holdings, Inc. |
4 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
| Jump Trading, Llc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class |
3 |
| Connecticut Wealth Management, LLC |
3 |
| Tibra Equities Europe Ltd |
3 |
| Cromwell Holdings LLC |
3 |
| Park Place Capital Corp |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| Mascagni Wealth Management, Inc. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| NorthRock Partners, LLC |
3 |
| QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
| Pittenger & Anderson Inc |
3 |
| Platform Technology Partners |
3 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
3 |
| Integre Asset Management, LLC |
3 |
| Halbert Hargrove Global Advisors, Llc |
3 |
| Td Private Client Wealth Llc |
3 |
| Fairscale Capital, LLC |
3 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
3 |
| APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class |
3 |
| GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF |
3 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Arete Wealth Advisors, LLC |
3 |
| DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF |
3 |
| Ashton Thomas Securities, Llc |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| Laird Norton Trust Company, Llc |
3 |
| Martingale Asset Management L P |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class |
3 |
| Lombardia Capital Partners Llc |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| Simmons Bank |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
3 |
| Ossiam |
3 |
| National Pension Service |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| Parcion Private Wealth LLC |
3 |
| MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| Tyler-Stone Wealth Management |
3 |
| PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional |
3 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
3 |
| Stance Capital Llc |
3 |
| Hamilton Lane Advisors Llc |
3 |
| Washburn Capital Management, Inc. |
3 |
| PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class |
3 |
| AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I |
3 |
| Wall Street Financial Group, Inc. |
3 |
| Byrne Asset Management LLC |
3 |
| PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
3 |
| Mirae Asset Securities (usa) Inc. |
3 |
| JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 |
3 |
| Cunning Capital Partners, LP |
3 |
| Garda Capital Partners Lp |
3 |
| Trustcore Financial Services, Llc |
3 |
| CSat Investment Advisory, L.P. |
3 |
| Webster Bank, N. A. |
3 |
| RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF |
3 |
| Barnes Dennig Private Wealth Management LLC |
3 |
| Stanford Investment Group, Inc. |
3 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
3 |
| WR Wealth Planners, LLC |
3 |
| Texas Capital Bank Wealth Management Services Inc |
3 |
| PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II |
3 |
| Monashee Investment Management LLC |
3 |
| Claudia M.p. Batlle, Crp (r) Llc |
3 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
| Mark Sheptoff Financial Planning, Llc |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class |
3 |
| Cloud Capital Management, LLC |
3 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
3 |
| Main Street Financial Solutions, LLC |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
3 |
| Spring Creek Capital Llc |
3 |
| PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional |
3 |
| World Equity Group, Inc. |
3 |
| Inscription Capital, LLC |
3 |
| Fortis Group Advisors, LLC |
3 |
| Kelly Financial Services LLC |
3 |
| KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF |
3 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| Bnc Wealth Management, Llc |
3 |
| Gulf International Bank (UK) Ltd |
3 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
3 |
| Boston Advisors Llc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y |
3 |
| Colonial Trust Advisors |
3 |
| Brookwood Investment Group LLC |
3 |
| Glen Eagle Advisors, LLC |
3 |
| Yahoo Inc |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Alamar Capital Management, LLC |
3 |
| Hodges Capital Management Inc. |
3 |
| Wellington Shields & Co., LLC |
3 |
| Robbins Farley Llc |
3 |
| Lvm Capital Management Ltd/mi |
3 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
3 |
| Blue Clay Capital Management, LLC |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| Rise Advisors, LLC |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| Legacy Advisors, LLC |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| NN Investment Partners Holdings N.V. |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| Bluefin Trading, LLC |
3 |
| Mirador Capital Partners LP |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
| Redwood Investment Management, Llc |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
3 |
| Delaware Management Holdings, Inc. |
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 |
| TIG Advisors, LLC |
3 |
| AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF |
3 |
| VestGen Advisors, LLC |
3 |
| Banque Pictet & Cie Sa |
3 |
| Oversea-Chinese Banking CORP Ltd |
3 |
| NWF Advisory Services Inc. |
3 |
| Smith, Moore & Co. |
3 |
| Rakuten Investment Management, Inc. |
3 |
| Kestra Private Wealth Services, Llc |
3 |
| Private Wealth Asset Management, LLC |
3 |
| Institutional Investment Strategy Fund |
3 |
| SOA Wealth Advisors, LLC. |
3 |
| Wealth Watch Advisors, INC |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| SummitTX Capital, L.P. |
3 |
| Corbenic Partners LLC |
3 |
| DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF |
3 |
| HFM Investment Advisors, LLC |
3 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
3 |
| Game Plan Financial Advisors, LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| Symmetry Partners, LLC |
3 |
| Sugar Maple Asset Management, LLC |
3 |
| Clear Point Advisors Inc. |
3 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| Watts Gwilliam & Co., LLC |
3 |
| FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class |
3 |
| Gen-Wealth Partners Inc |
3 |
| ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund |
3 |
| GK Wealth Management LLC |
3 |
| Quad Capital Management Advisors LLC |
3 |
| AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| Ratan Capital Management LP |
3 |
| ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class |
3 |
| CloudAlpha Capital Management Limited/Hong Kong |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| Archford Capital Strategies, LLC |
3 |
| LRI Investments, LLC |
3 |
| Pzena Investment Management Llc |
3 |
| Insigneo Advisory Services, Llc |
3 |
| Forsta Ap-fonden |
3 |
| JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
3 |
| Curi Wealth Management, LLC |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| Beacon Investment Advisory Services, Inc. |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
3 |
| American Financial Group Inc |
3 |
| Matarin Capital Management, LLC |
3 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
3 |
| UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| St. Johns Investment Management Company, LLC |
3 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
3 |
| Meridian Wealth Management, LLC |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| Everhart Financial Group, Inc. |
3 |
| Tennessee Valley Asset Management Partners |
3 |
| MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class |
3 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
3 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
3 |
| WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF |
3 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
3 |
| IYW - iSHARES TRUST - iShares U.S. Technology ETF |
3 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
3 |
| Contour Asset Management LLC |
3 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
3 |
| CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
3 |
| Kathmere Capital Management, LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| Brookstone Capital Management |
3 |
| VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| Zebra Capital Management LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
| WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I |
3 |
| Sarver Vrooman Wealth Advisors |
3 |
| UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB |
3 |
| Good Life Advisors, LLC |
3 |
| Thrax Management, LLC |
3 |
| Maseco Llp |
3 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
3 |
| J.Safra Asset Management Corp |
3 |
| Prescott Group Capital Management, L.l.c. |
3 |
| Actinver Wealth Management, Inc. |
3 |
| Shufro Rose & Co Llc |
3 |
| Allianz Se |
3 |
| Hilltop National Bank |
3 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
3 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
3 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
3 |
| Cim Investment Mangement Inc |
3 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
3 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
3 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
3 |
| Americana Partners, LLC |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| Quent Capital, LLC |
3 |
| SevenBridge Financial Group, LLC |
3 |
| RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y |
3 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
| Arista Wealth Management, LLC |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| Willis Johnson & Associates, Inc. |
3 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| Mediolanum International Funds Ltd |
3 |
| Evelyn Partners Investment Management Services Ltd |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Mosaic Family Wealth, LLC |
3 |
| Cna Financial Corp |
3 |
| FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund |
3 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
| Abn Amro Investment Solutions |
3 |
| Financial Architects, Inc |
3 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
3 |
| Crawford Lake Capital Management, LLC |
3 |
| Vienna Asset Management LLC |
3 |
| Neuberger Berman High Yield Strategies Fund Inc. |
3 |
| Shay Capital LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
3 |
| Congress Park Capital LLC |
3 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
3 |
| First Trust High Income Long/short Fund |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A |
3 |
| Parisi Gray Wealth Management |
3 |
| Tripletail Wealth Management, LLC |
3 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| Glenmede Investment Management, LP |
3 |
| Cortina Asset Management, LLC |
3 |
| Principal Street Partners, LLC |
3 |
| Fairway Wealth LLC |
3 |
| Volterra Technologies LP |
3 |
| Focus Financial Network, Inc. |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
3 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| Triad Wealth Partners, LLC |
3 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
3 |
| Investment Research & Advisory Group, Inc. |
3 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
3 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
3 |
| Lowe Wealth Advisors, LLC |
3 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
3 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
3 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
3 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| Edge Advisors, Llc |
3 |
| Concurrent Investment Advisors, LLC |
3 |
| Washington Trust Bank |
3 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
3 |
| American Capital Advisory, LLC |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
3 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
3 |
| New England Securities Corp /MA/ |
3 |
| Financial Synergies Wealth Advisors, Inc. |
3 |
| AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| Ascent Group, LLC |
3 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
3 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
3 |
| WealthCollab, LLC |
3 |
| Capital World Investors |
3 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
3 |
| Evolution Wealth Management Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| Caldwell Trust Co |
3 |
| LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF |
3 |
| Azzad Asset Management Inc /adv |
3 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
3 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
3 |
| Capital Advisors Inc/ok |
3 |
| Sequoia Financial Advisors, LLC |
3 |
| Knights of Columbus Asset Advisors LLC |
3 |
| AAEYX - Adviser Managed Trust - Core Fixed Income Fund |
3 |
| BlackRock ETF Trust II - BlackRock Total Return ETF |
3 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
3 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
3 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
3 |
| Gateway Investment Advisers Llc |
3 |
| Merit Financial Group, LLC |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| Aft, Forsyth & Company, Inc. |
3 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
| American Financial Network Advisory Services Llc |
3 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Technology Fund Variable Annuity |
3 |
| Meritage Portfolio Management |
3 |
| MPS Loria Financial Planners, LLC |
3 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
3 |
| Short Duration High Income Portfolio - Short Duration High Income Portfolio |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| Basepoint Wealth LLC |
3 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
3 |
| Bogart Wealth, LLC |
3 |
| Eisler Capital (US) LLC |
3 |
| Chesapeake Asset Management Llc |
3 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
3 |
| Creekmur Asset Management LLC |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
3 |
| HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
3 |
| Kiley Juergens Wealth Management, Llc |
3 |
| Bartlett & Co. LLC |
3 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
3 |
| Mesirow Financial Investment Management, Inc. |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
3 |
| Gardner Lewis Asset Management L P |
3 |
| Providence Capital Advisors, LLC |
3 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
3 |
| MRP Capital Investments, LLC |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| Knight Capital Group, Inc. |
3 |
| Leap Investments Lp |
3 |
| Abel Hall, LLC |
3 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
| Lincoln National Corp |
3 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
| DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A |
3 |
| CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| Bnp Paribas |
3 |
| Strategic Blueprint, LLC |
3 |
| Zeke Capital Advisors, Llc |
3 |
| WASHINGTON TRUST Co |
3 |
| PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF |
3 |
| MANA Advisors LLC |
3 |
| HAP Trading, LLC |
3 |
| XTH - SPDR SERIES TRUST - SPDR S&P Technology Hardware ETF |
3 |
| CFICX - CALVERT FUND - Calvert Income Fund Class A |
3 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
3 |
| CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A |
3 |
| SYSTM Wealth Solutions LLC |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| O'Neil Global Advisors, Inc. |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| United Financial Planning Group LLC |
3 |
| Conestoga Capital Advisors, LLC |
3 |
| AXA Investment Managers S.A. |
3 |
| Avion Wealth |
3 |
| City State Bank |
3 |
| XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| Pensionmark Financial Group, Llc |
3 |
| Spectrum Management Group, LLC |
3 |
| MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 |
3 |
| Clarity Capital Partners LLC |
3 |
| Horrell Capital Management, Inc. |
3 |
| Portus Wealth Advisors, LLC |
3 |
| HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class |
3 |
| Koesten, Hirschmann & Crabtree, INC. |
3 |
| Nfj Investment Group, Llc |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| Maven Securities LTD |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
3 |
| First Pacific Advisors, LP |
3 |
| Resources Investment Advisors, LLC. |
3 |
| Capital Bank & Trust Co |
3 |
| Union Square Park Capital Management, LLC |
3 |
| Groupama Asset Managment |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| Aventura Private Wealth, LLC |
3 |
| Sivia Capital Partners, LLC |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| Overland Advisors, LLC |
3 |
| Hobbs Group Advisors, LLC |
3 |
| CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| Column Capital Advisors, LLC |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
3 |
| SpiderRock Trading LLC |
3 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| Quantedge Capital Pte Ltd |
3 |
| MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| People's United Financial, Inc. |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| Perbak Capital Partners LLP |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| Affinity Investment Advisors, Llc |
3 |
| TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| Adell Harriman & Carpenter Inc |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| Optimist Retirement Group LLC |
3 |
| Thames Capital Management Llc |
3 |
| Cane Capital Partners, LLC |
3 |
| Aspect Partners, LLC |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
3 |
| Clayton Financial Group LLC |
3 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
3 |
| Planning Capital Management Corp |
3 |
| 683 Capital Management, LLC |
3 |
| Sargent Bickham Lagudis LLC |
3 |
| Bb&t Investment Services, Inc. |
3 |
| SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class |
3 |
| Fortaleza Asset Management Inc/ |
3 |
| Encompass More Asset Management |
3 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
3 |
| Torno Capital, Llc |
3 |
| Ferris Capital, Llc |
3 |
| Colony Group, LLC |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Tairen Capital Ltd |
3 |
| GW&K Investment Management, LLC |
3 |
| NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class |
3 |
| Gerber Kawasaki Wealth & Investment Management |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
3 |
| Pursuit Wealth Management LLC |
3 |
| Syntal Capital Partners, LLC |
3 |
| Discovery Capital Management, Llc / Ct |
3 |
| Caitlin John, LLC |
3 |
| Degroof Petercam Asset Management |
3 |
| Athanor Capital, Lp |
3 |
| Wealth Enhancement Trust Services, Inc. |
3 |
| EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF |
3 |
| Linden Advisors Lp |
3 |
| PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| SIH Partners, LLLP |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Oliver Lagore Vanvalin Investment Group |
3 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
3 |
| Cannell Peter B & Co Inc |
3 |
| ULTRA SERIES FUND - Diversified Income Fund Class I |
3 |
| N.E.W. Advisory Services LLC |
3 |
| PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional |
3 |
| HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| Godsey & Gibb Associates |
3 |
| MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF |
3 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
3 |
| BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF |
3 |
| 1858 Wealth Management, Llc |
3 |
| ARS Investment Partners, LLC |
3 |
| Woodline Partners LP |
3 |
| JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 |
3 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
3 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
| JALRX - John Hancock Funds II - Multimanager Lifestyle Conservative Portfolio Class A |
3 |
| JALMX - John Hancock Funds II - Multimanager Lifestyle Moderate Portfolio Class A |
3 |
| Covington Capital Management |
3 |
| Kb Financial Partners, Llc |
3 |
| JALAX - John Hancock Funds II - Multimanager Lifestyle Aggressive Portfolio Class A |
3 |
| Torren Management, LLC |
3 |
| Ares Financial Consulting, LLC |
3 |
| ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| Qsemble Capital Management, LP |
3 |
| Full Sail Capital, LLC |
3 |
| BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF |
3 |
| Andra AP-fonden |
3 |
| Allegis Investment Advisors, LLC |
3 |
| Heritage Wealth Advisors |
3 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
3 |
| First Command Advisory Services, Inc. |
3 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
3 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
3 |
| Cynosure Management, Llc |
3 |
| Evergreen Capital Management Llc |
3 |
| Congress Asset Management Co /ma |
3 |
| Abich Financial Wealth Management LLC |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
3 |
| Rollins Financial Advisors, LLC |
3 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
3 |
| Ibex Wealth Advisors |
3 |
| Lodestone Wealth Management LLC |
3 |
| Bank Hapoalim Bm |
3 |
| FCG Investment Co |
3 |
| DAVENPORT & Co LLC |
3 |
| Plato Investment Management Ltd |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund |
3 |
| Clark Wealth Partners |
3 |
| GATEX - Gateway Trust - Gateway Fund Class A Shares |
3 |
| Kingsview Wealth Management, LLC |
3 |
| Corsicana & Co. |
3 |
| Curian Capital Llc |
3 |
| Alpha Omega Wealth Management LLC |
3 |
| Schonfeld Group Holdings LLC |
3 |
| Empirical Finance, LLC |
3 |
| Delta Asset Management Llc/tn |
3 |
| Bank of New Hampshire |
3 |
| Peregrine Capital Management Llc |
3 |
| HoyleCohen, LLC |
3 |
| Ethos Financial Group, LLC |
3 |
| Korea Investment CORP |
3 |
| RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares |
3 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
3 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
3 |
| Claro Advisors LLC |
3 |
| Family Management Corp |
3 |
| Warren Averett Asset Management, LLC |
3 |
| Catalytic Wealth RIA, LLC |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| North Dakota State Investment Board |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| Lake Street Advisors Group, Llc |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| Siemens Fonds Invest GmbH |
3 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| Mint Tower Capital Management B.V. |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| Ethic Inc. |
3 |
| ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A |
3 |
| Heritage Wealth Management, Llc |
3 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
3 |
| Trillium Asset Management, Llc |
3 |
| First Bank & Trust |
3 |
| Triumph Capital Management |
3 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
3 |
| Rockbridge Investment Management, LCC |
3 |
| RiverFront Investment Group, LLC |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
3 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| BOCHK Asset Management Ltd |
3 |
| Dynasty Wealth Management, Llc |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| Tyrus Capital S.A.M. |
3 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| Bellwether Investment Group, LLC |
3 |
| WFA of San Diego, LLC |
3 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
3 |
| MONECO Advisors, LLC |
3 |
| Capital Markets Trading UK LLP |
3 |
| Investors Portfolio Services LLC |
3 |
| Platinum Investment Management Ltd |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
3 |
| Frazier Financial Advisors, LLC |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| Tidemark, LLC |
3 |
| JPL Wealth Management, LLC |
3 |
| Bleakley Financial Group, LLC |
3 |
| Arlington Capital Management, Inc. |
3 |
| Fideuram Asset Management (Ireland) dac |
3 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| Eurizon Capital SGR S.p.A. |
3 |
| Banco de Sabadell, S.A |
3 |
| Profunds - Profund Vp Small-cap |
3 |
| Core Wealth Advisors, Llc |
3 |
| L & S Advisors Inc |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
3 |
| Sachetta, LLC |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| Meramec Financial Planners, LLC |
3 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
| Guggenheim Strategic Opportunities Fund |
3 |
| Pendal Group Ltd |
3 |
| Richard W. Paul & Associates, LLC |
3 |
| New Century Financial Group, LLC |
3 |
| Profunds - Profund Vp Ultrasmall-cap |
3 |
| Keel Point, LLC |
3 |
| Profunds - Profund Vp Bull |
3 |
| Harmony Asset Management Llc |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| Phoenix Holdings Ltd. |
3 |
| Czech National Bank |
3 |
| Wealth Enhancement Advisory Services, Llc |
3 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
3 |
| Alphadyne Asset Management, LLC |
3 |
| AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A |
3 |
| Havemeyer Place LP |
3 |
| Advantage Trust Co |
3 |
| Napier Financial, LLC |
3 |
| Hilton Head Capital Partners, LLC |
3 |
| Turiya Advisors Asia Ltd |
3 |
| Grand Alliance Asset Management Ltd |
3 |
| Cowen And Company, Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| Keebeck Wealth Management, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| Ballentine Partners, LLC |
3 |
| Northwest Financial Advisors |
3 |
| Quadrant Private Wealth Management, LLC |
3 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| JTC Employer Solutions Trusteee Ltd |
3 |
| GM Advisory Group, Inc. |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| Aviance Capital Management, Llc |
3 |
| Fielder Capital Group LLC |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
3 |
| Gyl Financial Synergies, Llc |
3 |
| Lebenthal Asset Management, LLC |
3 |
| McMillan Office, Inc. |
3 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
3 |
| Spears Abacus Advisors LLC |
3 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
3 |
| Hilltop Holdings Inc. |
3 |
| Virtue Capital Management, LLC |
3 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| Acorn Wealth Advisors, LLC |
3 |
| IFC & Insurance Marketing, Inc. |
3 |
| Eisler Capital (UK) Ltd. |
3 |
| Foundry Partners, LLC |
3 |
| Trust Asset Management LLC |
3 |
| Ankerstar Wealth, LLC |
3 |
| Ramsey Quantitative Systems |
3 |
| MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares |
3 |
| Bare Financial Services, Inc |
3 |
| Kerrisdale Advisers, LLC |
3 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
3 |
| Camarda Financial Advisors, LLC |
3 |
| Your Advocates Ltd., LLP |
3 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
3 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
3 |
| Milestone Asset Management, Llc |
3 |
| Avalon Advisors, Llc |
3 |
| Center for Financial Planning, Inc. |
3 |
| HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
3 |
| HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares |
3 |
| Gilliland Jeter Wealth Management LLC |
3 |
| Global Assets Advisory, LLC |
3 |
| Aristides Capital LLC |
3 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
3 |
| Qtron Investments LLC |
3 |
| Tactive Advisors, LLC |
3 |
| Oppenheimer Etf Trust |
3 |
| Belmont Capital, LLC |
3 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
3 |
| NLB Skladi, upravljanje premozenja, d.o.o. |
3 |
| Smallwood Wealth Investment Management, LLC |
3 |
| Diligent Investors, LLC |
3 |
| Bridgeworth, LLC |
3 |
| Cowen Group, Inc. |
3 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
3 |
| Osmosis Investment Management UK Ltd |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| New England Capital Financial Advisors LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| Quest Capital Management Inc /adv |
3 |
| CWA Asset Management Group, LLC |
3 |
| Manchester Financial Inc |
3 |
| WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA |
3 |
| Advisors Management Group Inc /adv |
3 |
| CNB Bank |
3 |
| Clear Creek Financial Management, LLC |
3 |
| Kalos Management, Inc. |
3 |
| NorthCoast Asset Management LLC |
3 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
| Red Door Wealth Management, LLC |
3 |
| Certified Advisory Corp |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| Greenline Wealth Management LLC |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio |
3 |
| CMT Capital Markets Trading GmbH |
3 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
3 |
| Campbell Capital Management Inc |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
3 |
| Shellback Capital, LP |
3 |
| JT Stratford LLC |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund |
3 |
| ACG Wealth |
3 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
| Cornerstone Financial Management LLC |
3 |
| Naples Money Management LLC |
3 |
| Rakuten Securities, Inc. |
3 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| Oarsman Capital, Inc. |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| Twin Capital Management Inc |
3 |
| Mark Asset Management Lp |
3 |
| Activest Wealth Management |
3 |
| Capital Growth Management Lp |
3 |
| Capital Guardian Trust Co |
3 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| Vigilant Capital Management, LLC |
3 |
| Romano Brothers And Company |
3 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
3 |
| Mendota Financial Group, LLC |
3 |
| Prudential Plc |
3 |
| Eastern Bank |
3 |
| Vivaldi Opportunities Fund |
3 |
| Olistico Wealth, LLC |
3 |
| IFM Investors Pty Ltd |
3 |
| Sapient Capital Llc |
3 |
| Caisse De Depot Et Placement Du Quebec |
3 |
| PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
3 |
| Kelman-Lazarov, Inc. |
3 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
3 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
3 |
| BDO Wealth Advisors, LLC |
3 |
| Whale Rock Capital Management LLC |
3 |
| Anderson Hoagland & Co |
3 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
3 |
| College Retirement Equities Fund |
3 |
| GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF |
3 |
| High Point Bank & Trust Co |
3 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
3 |
| BNP Paribas Investment Partners S.A. |
3 |
| AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF |
3 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| Beck Capital Management, Llc |
3 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Voleon Capital Management Lp |
3 |
| Clear Harbor Asset Management, LLC |
3 |
| Focused Wealth Management, Inc |
3 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
3 |
| Barings Llc |
3 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
| Marino, Stram & Associates Llc |
3 |
| American National Bank |
3 |
| Signature Equity Partners, LLC |
3 |
| Lewis Asset Management, LLC |
3 |
| Dv Equities, Llc |
3 |
| Nichols Asset Management LLC |
3 |
| MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| EFG International AG |
3 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| Bay Rivers Group |
3 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
3 |
| TRFM - ETF Series Solutions - AAM Transformers ETF |
3 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
3 |
| Cinctive Capital Management LP |
3 |
| CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class |
3 |
| Harbour Capital Advisors, LLC |
3 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
3 |
| NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio |
3 |
| Meridian Wealth Partners, LLC |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| Kellner Capital, LLC |
3 |
| Mondrian Investment Partners LTD |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) |
3 |
| S.A. Mason LLC |
3 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| Redwood Wealth Management Group, LLC |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| WestEnd Advisors, LLC |
3 |
| Fortitude Family Office, LLC |
3 |
| Athos Capital Ltd |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A |
3 |
| Grove Bank & Trust |
3 |
| WT Asset Management Ltd |
3 |
| VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares |
3 |
| Jaffetilchin Investment Partners, LLC |
3 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
3 |
| Mcguire Capital Advisors Inc |
3 |
| McIlrath & Eck, LLC |
3 |
| FT Options LLC |
3 |
| XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF |
3 |
| AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares |
3 |
| One Capital Management, LLC |
3 |
| Advisor Partners Llc |
3 |
| Sfmg, Llc |
3 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
3 |
| Windsor Capital Management, LLC |
3 |
| Ashford Capital Management Inc |
3 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
3 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
3 |
| Varma Mutual Pension Insurance Co |
3 |
| Innova Wealth Partners |
3 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
3 |
| BerganKDV Wealth Management, LLC |
3 |
| ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I |
3 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
3 |
| TIME - Capitol Series Trust - Clockwise Capital Innovation ETF |
3 |
| WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares |
3 |
| MidFirst Bank |
3 |
| Kayne Anderson Rudnick Investment Management Llc |
3 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
| FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio |
3 |
| Mainstay Capital Management Llc /adv |
3 |
| SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class |
3 |
| Jackson Square Capital, Llc |
3 |
| Moody Aldrich Partners Llc |
3 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
3 |
| Caas Capital Management Lp |
3 |
| Hartford Mutual Funds Inc/ct |
3 |
| Alta Advisers Ltd |
3 |
| Northwest Wealth Management, Llc |
3 |
| Geneva Partners, LLC |
3 |
| Reflection Asset Management |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| RFG Advisory, LLC |
3 |
| Well Done, LLC |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF |
3 |
| Joel Isaacson & Co., LLC |
3 |
| RMB Capital Management, LLC |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| West Paces Advisors Inc. |
3 |
| FSC Wealth Advisors, LLC |
3 |
| SHP Wealth Management |
3 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
3 |
| VitalStone Financial, LLC |
3 |
| Burns Matteson Capital Management, LLC |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund |
3 |
| Catamount Wealth Management |
3 |
| Tevis Investment Management |
3 |
| PFS Partners, LLC |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| Atlas Capital Advisors Llc |
3 |
| Tredje AP-fonden |
3 |
| Supplemental Annuity Collective Trust of NJ |
3 |
| JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
3 |
| Smith Group Asset Management, LLC |
3 |
| FourThought Financial, LLC |
3 |
| Lenox Wealth Management, Inc. |
3 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
3 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
3 |
| Evercore Wealth Management, LLC |
3 |
| Gilder Gagnon Howe & Co Llc |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| Sara-Bay Financial |
3 |
| KPP Advisory Services LLC |
3 |
| GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
3 |
| TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A |
3 |
| Rock Creek Group, LP |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| BlueCrest Capital Management LLP |
3 |
| Paradigm Capital Management Inc/ny |
3 |
| TRANSAMERICA FUNDS - Transamerica Total Return I2 |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional |
3 |
| Advantage Investment Management, Llc |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| Rogco, Lp |
3 |
| Flow Traders U.s. Llc |
3 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| Strategic Advocates LLC |
3 |
| Gargoyle Investment Advisor L.L.C. |
3 |
| Pacific Center for Financial Services |
3 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
| William Blair Investment Management, Llc |
3 |
| Westfield Capital Management Co Lp |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| Norden Group Llc |
3 |
| New Jersey Better Educational Savings Trust |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| Buck Wealth Strategies, LLC |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A |
3 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
3 |
| Pinnacle Financial Partners Inc |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I |
3 |
| Medallion Wealth Advisors, LLC |
3 |
| FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund |
3 |
| BluePath Capital Management, LLC |
3 |
| VSR Financial Services, Inc. |
3 |
| Advisors Capital Management, LLC |
3 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
| Intact Investment Management Inc. |
3 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
3 |
| Foster Victor Wealth Advisors, LLC |
3 |
| Cape Investment Advisory, Inc. |
3 |
| American Research & Management Co. |
3 |
| ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
3 |
| Castleview Partners, Llc |
3 |
| RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
3 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
3 |
| CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF |
3 |
| Meiji Yasuda Asset Management Co Ltd. |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| My Portfolio Guide, LLC |
3 |
| Norinchukin Bank, The |
3 |
| Levin Capital Strategies, L.p. |
3 |
| Claybrook Capital, LLC |
3 |
| Wasatch Advisors Inc |
3 |
| DecisionPoint Financial, LLC |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
3 |
| Westchester Capital Management, LLC |
3 |
| SEB Asset Management AB |
3 |
| Thompson Investment Management, Inc. |
3 |
| Integral Derivatives, LLC |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| Ritholtz Wealth Management |
3 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
3 |
| Oslo Pensjonsforsikring AS |
3 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
3 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
3 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| Strategic Financial Concepts, LLC |
3 |
| Templeton Global Income Fund |
3 |
| Spouting Rock Asset Management, LLC |
3 |
| CenterStar Fund, LLC |
3 |
| WMBLX - WESMARK FUNDS - WesMark Balanced Fund |
3 |
| PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) |
3 |
| Valmark Advisers, Inc. |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| 1015 Capital Partners, LLC |
3 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
3 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
3 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
3 |
| Tortoise Investment Management, LLC |
3 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
3 |
| Silvant Capital Management LLC |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares |
3 |
| Cypress Capital Management LLC (WY) |
3 |
| Chicago Capital, LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
3 |
| WESPAC Advisors SoCal, LLC |
3 |
| Portside Wealth Group, LLC |
3 |
| LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares |
3 |
| UniSuper Management Pty Ltd |
3 |
| JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF |
3 |
| LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| Owl Creek Wealth Partners LLC |
3 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
3 |
| Elmwood Wealth Management, Inc. |
3 |
| Berkshire Capital Holdings Inc |
3 |
| iA Global Asset Management Inc. |
3 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
3 |
| Lake Hills Wealth Management, LLC |
3 |
| Genus Capital Management Inc. |
3 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
3 |
| McAlister, Sweet & Associates, Inc. |
3 |
| Lisanti Capital Growth, LLC |
3 |
| BCJ Capital Management, LLC |
3 |
| Kingswood Wealth Advisors, Llc |
3 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
3 |
| Oakworth Capital, Inc. |
3 |
| Shaker Investments Llc/oh |
3 |
| FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund |
3 |
| Asset Management One Co., Ltd. |
3 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
3 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
3 |
| Kentucky Retirement Systems |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
3 |
| EA Series Trust |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| Clear Street Llc |
3 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
3 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
3 |
| IMA Wealth, Inc. |
3 |
| BSW Wealth Partners |
3 |
| GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional |
3 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
3 |
| Visium Asset Management, LP |
3 |
| FWD - AB Active ETFs, Inc. - AB Disruptors ETF |
3 |
| Altshuler Shaham Ltd |
3 |
| Lee Financial Co |
3 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
| IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF |
3 |
| Wellington Grp LLC |
3 |
| DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A |
3 |
| Henshaw Capital LLC |
3 |
| Hazlett, Burt & Watson, Inc. |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| G2 Investment Partners Management LLC |
3 |
| Parsons Capital Management Inc/ri |
3 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
3 |
| APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF |
3 |
| Krane Funds Advisors LLC |
3 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
3 |
| Sentry Investment Management Llc |
3 |
| Sei Trust Co |
3 |
| BRYN MAWR TRUST Co |
3 |
| Moody Lynn & Lieberson, Llc |
3 |
| Lyon Street Capital, LLC |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| Gables Capital Management Inc. |
3 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| Carlson Capital L P |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| Alpha Cubed Investments, LLC |
3 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
3 |
| Empirical Asset Management, LLC |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| Carl Domino Inc |
3 |
| Oak Thistle LLC |
3 |
| Howard Capital Management Inc. |
3 |
| Reuter James Wealth Management, Llc |
3 |
| Impact Partnership Wealth, LLC |
3 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
3 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
3 |
| Beaumont Financial Advisors, LLC |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| Andrew Hill Investment Advisors, Inc. |
3 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
3 |
| Berkley W R Corp |
3 |
| EAM Global Investors LLC |
3 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
| Meitav Dash Investments Ltd |
3 |
| Shelton Wealth Management, Llc |
3 |
| Ironwood Financial, llc |
3 |
| Maxi Investments CY Ltd |
3 |
| DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| Harvard Management Co Inc |
3 |
| GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
3 |
| Davis Capital Management |
3 |
| Treasurer of the State of North Carolina |
3 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
3 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
3 |
| Machina Capital S.a.s. |
3 |
| Penn Davis Mcfarland Inc |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| Beacon Financial Advisory LLC |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| FengHe Fund Management Pte. Ltd. |
3 |
| Guggenheim Active Allocation Fund |
3 |
| Claris Advisors, Llc / Mo / |
3 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
3 |
| Daymark Wealth Partners, Llc |
3 |
| Verdence Capital Advisors LLC |
3 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
3 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
3 |
| NewSquare Capital LLC |
3 |
| KG&L Capital Management,LLC |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| 3Chopt Investment Partners, LLC |
3 |
| CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A |
3 |
| Absolute Capital Management, LLC |
3 |
| Delphi Management Inc /ma/ |
3 |
| Ctc Llc |
3 |
| Personal Capital Advisors Corp |
3 |
| Tcwp Llc |
3 |
| Hartline Investment Corp/ |
3 |
| Bowling Portfolio Management LLC |
3 |
| Cfm Wealth Partners Llc |
3 |
| Advanced Portfolio Management, LLC |
3 |
| Markston International Llc |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| Desjardins Global Asset Management Inc. |
3 |
| Lannebo Fonder Ab |
3 |
| Bank Julius Baer & Co. Ltd, Zurich |
3 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
3 |
| Fidelis Capital Partners, LLC |
3 |
| Natixis Investment Managers International |
3 |
| Beese Fulmer Investment Management, Inc. |
3 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
3 |
| Palisade Capital Management Llc/nj |
3 |
| Patten Group, Inc. |
3 |
| Pine Valley Investments Ltd Liability Co |
3 |
| Private Advisory Group LLC |
3 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| Atticus Wealth Management, Llc |
3 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
| Providence Wealth Advisors, LLC |
3 |
| Western Financial Corp/CA |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
3 |
| GARP - iSHARES TRUST - iShares Factors US Growth Style ETF |
3 |
| Tokio Marine Asset Management Co Ltd |
3 |
| Kore Private Wealth LLC |
3 |
| QCM Cayman, Ltd. |
3 |
| HighPoint Advisor Group LLC |
3 |
| Missouri Trust & Investment Co |
3 |
| Quintet Private Bank (Europe) S.A. |
3 |
| PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) |
3 |
| Vinva Investment Management Ltd |
3 |
| Avalon Trust Co |
3 |
| Fiduciary Alliance LLC |
3 |
| Barrett & Company, Inc. |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| SpiderRock Advisors, LLC |
3 |
| Easterly Investment Partners Llc |
3 |
| Trifecta Capital Advisors, LLC |
3 |
| Legacy Capital Group California, Inc. |
3 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
3 |
| Grey Street Capital, LLC |
3 |
| Aberdeen Asset Management Plc/uk |
3 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
3 |
| APG Asset Management US Inc. |
3 |
| Harwood Advisory Group, LLC |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A |
3 |
| Vanguard Whitehall Funds |
3 |
| Banco Santander, S.A. |
3 |
| Horizon Investment Services, LLC |
3 |
| Zrc Wealth Management, Llc |
3 |
| Equitable Holdings, Inc. |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| United Capital Management of KS, Inc. |
3 |
| Lake Street Financial Llc |
3 |
| Blackrock Debt Strategies Fund, Inc. |
3 |
| HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund |
3 |
| Simon Quick Advisors, Llc |
3 |
| Mitchell Capital Management Co |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| Great Valley Advisor Group, Inc. |
3 |
| Oppenheimer Asset Management Inc. |
3 |
| D'Orazio & Associates, Inc. |
3 |
| Concentric Capital Strategies, LP |
3 |
| 1620 Investment Advisors, Inc. |
3 |
| John Hancock Collateral Trust - John Hancock Collateral Trust |
3 |
| Leelyn Smith, LLC |
3 |
| Beacon Capital Management, LLC |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| Cookson Peirce & Co Inc |
3 |
| Montag A & Associates Inc |
3 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
3 |
| ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
3 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
3 |
| AIA Group Ltd |
3 |
| Venture Visionary Partners LLC |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| Impax Asset Management Group plc |
3 |
| Secure Asset Management, LLC |
3 |
| ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A |
3 |
| Armstrong Advisory Group, Inc |
3 |
| PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| Allianzgi Convertible & Income 2024 Target Term Fund |
3 |
| PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class |
3 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
3 |
| Wakefield Asset Management LLLP |
3 |
| Resources Management Corp /ct/ /adv |
3 |
| Wealth Effects Llc |
3 |
| Royal London Asset Management Ltd |
3 |
| Financial Consulate, Inc |
3 |
| FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I |
3 |
| NorthCrest Asset Manangement, LLC |
3 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
3 |
| Bfsg, Llc |
3 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
3 |
| Earnest Partners Llc |
3 |
| Stiles Financial Services Inc |
3 |
| Cassady Schiller Wealth Management, LLC |
3 |
| Silvercrest Asset Management Group Llc |
3 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
3 |
| Fairfield, Bush & Co. |
3 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
| HSBC FUNDS - HSBC High Yield Fund Class A |
3 |
| Ingalls & Snyder Llc |
3 |
| UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A |
3 |
| Eaton Financial Holdings Company, LLC |
3 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
3 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
3 |
| FRG Family Wealth Advisors LLC |
3 |
| W.G. Shaheen & Associates DBA Whitney & Co |
3 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
3 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
| Northeast Financial Consultants Inc |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
3 |
| Delta Investment Management, LLC |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| ASB Consultores, LLC |
3 |
| Great Diamond Partners, LLC |
3 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
3 |
| RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class |
3 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF |
3 |
| Quaker Wealth Management, LLC |
3 |
| Lavaca Capital Llc |
3 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
3 |
| Innovator ETFs Trust - Innovator Equity Managed Floor ETF |
3 |
| Northstar Investment Advisors Llc |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| Legacy Bridge, LLC |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| Carolina Wealth Advisors, LLC |
3 |
| Prosperity Consulting Group, LLC |
3 |
| Veracity Capital LLC |
3 |
| Ellevest, Inc. |
3 |
| Storebrand Asset Management As |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
3 |
| Seven Grand Managers, Llc |
3 |
| AllianzGI Artificial Intelligence & Technology Opportunities Fund |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
3 |
| Commerce Bank |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
| Philadelphia Trust Co |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| Nkcfo Llc |
3 |
| Moneta Group Investment Advisors Llc |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| Boston Private Bank & Trust Co |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
3 |
| Hoxton Financial, Inc. |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| Maytus Capital Management, LLC |
3 |
| Infrastructure Capital Advisors, Llc |
3 |
| Balboa Wealth Partners |
3 |
| Brave Asset Management Inc |
3 |
| AllSquare Wealth Management LLC |
3 |
| Anson Funds Management LP |
3 |
| Eudaimonia Partners, LLC |
3 |
| China Universal Asset Management Co., Ltd. |
3 |
| Teton Westwood Funds |
3 |
| Ibex Investors LLC |
3 |
| Folger Hill Asset Management LP |
3 |
| Concorde Asset Management, LLC |
3 |
| GFS Advisors, LLC |
3 |
| Pinnbrook Capital Management Lp |
3 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
3 |
| Quantum Private Wealth, LLC |
3 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
3 |
| Nbt Bank N A /ny |
3 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
3 |
| Metis Global Partners, LLC |
3 |
| Destination Wealth Management |
3 |
| Essex Savings Bank |
3 |
| CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class |
3 |
| Washington Trust Advisors, Inc. |
3 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
3 |
| Financial Sense Advisors, Inc. |
3 |
| Bowen Hanes & Co Inc |
3 |
| RWC Asset Management LLP |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| MADDEN SECURITIES Corp |
3 |
| Hardy Reed LLC |
3 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
3 |
| Zevenbergen Capital Investments Llc |
3 |
| Partnervest Advisory Services LLC |
3 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
3 |
| Chicago Partners Investment Group LLC |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
3 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
3 |
| AMJ Financial Wealth Management |
3 |
| IPG Investment Advisors LLC |
3 |
| Loews Corp |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| Dai-Ichi Life Insurance Company, Ltd |
3 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
3 |
| STRV - EA Series Trust - Strive 500 ETF |
3 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
3 |
| Callan Family Office, LLC |
3 |
| Wiley Bros.-aintree Capital, Llc |
3 |
| Hartford Investment Management Co |
3 |
| Financial Connections Group, Inc. |
3 |
| One68 Global Capital, LLC |
3 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| Astoria Portfolio Advisors LLC. |
3 |
| Hel Ved Capital Management Ltd |
3 |
| Oxbow Advisors, LLC |
3 |
| Boulder Wealth Advisors, LLC |
3 |
| Old Mutual Customised Solutions (proprietary) Ltd |
3 |
| Saudi Central Bank |
3 |
| Econ Financial Services Corp |
3 |
| PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
3 |
| Coppell Advisory Solutions Corp. |
3 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
3 |
| Gordian Capital Singapore Pte Ltd |
3 |
| Vise Technologies, Inc. |
3 |
| Hm Payson & Co |
3 |
| Strait & Sound Wealth Management LLC |
3 |
| New Millennium Group LLC |
3 |
| LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A |
3 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
3 |
| Islay Capital Management, Llc |
3 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
3 |
| Key FInancial Inc |
3 |
| Achmea Investment Management B.V. |
3 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
3 |
| Albion Financial Group /ut |
3 |
| USS Investment Management Ltd |
3 |
| Watson Rebecca |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Relative Value Partners Group, LLC |
3 |
| Fundamentun, Llc |
3 |
| Laurel Wealth Advisors LLC |
3 |
| Ilmarinen Mutual Pension Insurance Co |
3 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
3 |
| Sit Investment Associates Inc |
3 |
| Lindenwold Advisors |
3 |
| Pearl River Capital, LLC |
3 |
| Stonehage Fleming (uk) Ltd |
3 |
| Strategic Investment Advisors / MI |
3 |
| Level Four Advisory Services, Llc |
3 |
| Journey Strategic Wealth Llc |
3 |
| Ardmore Road Asset Management LP |
3 |
| Mather Group, Llc. |
3 |
| Comerica Securities,inc. |
3 |
| Point72 Middle East FZE |
3 |
| Westwood Wealth Management |
3 |
| Sender Co & Partners, Inc. |
3 |
| Mizuho Securities Usa Llc |
3 |
| Applied Finance Capital Management, LLC |
3 |
| Aviance Capital Partners, LLC |
3 |
| Seizert Capital Partners, Llc |
3 |
| UMA Financial Services, Inc. |
3 |
| Jackson Hole Capital Partners, LLC |
3 |
| Rothschild Investment Corp /il |
3 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
3 |
| Macroview Investment Management Llc |
3 |
| Fairfax Financial Holdings Ltd/ Can |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| Glen Harbor Capital Management LLC |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| CBIZ Investment Advisory Services, LLC |
3 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
3 |
| VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
3 |
| Hoey Investments, Inc |
3 |
| IBM Retirement Fund |
3 |
| Mbb Public Markets I Llc |
3 |
| Sora Investors Llc |
3 |
| Pier Capital, LLC |
3 |
| Wilmington Funds Management Corp |
3 |
| Corton Capital Inc. |
3 |
| Capital One, National Association |
3 |
| Gunderson Capital Management Inc. |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
3 |
| CastleKnight Management LP |
3 |
| Western Pacific Wealth Management, LP |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| Mill Creek Capital Advisors, LLC |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| Tyers Asset Management LLC |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| Wedge Capital Management L L P/nc |
3 |
| Stratos Wealth Advisors, LLC |
3 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
3 |
| Wahed Invest LLC |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
3 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| Next Capital Management LLC |
3 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
3 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
| Polianta Ltd |
3 |
| Marshall Investment Management, Llc |
3 |
| Garde Capital, Inc. |
3 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
3 |
| Pinz Capital Management, LP |
3 |
| Turning Point Benefit Group, Inc. |
3 |
| Burt Wealth Advisors |
3 |
| Tcw Group Inc |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
3 |
| GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Plancorp, LLC |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| Baystate Wealth Management LLC |
3 |
| Smith Asset Management Group Lp |
3 |
| Violich Capital Management, Inc. |
3 |
| Pinkerton Retirement Specialists, LLC |
3 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
3 |
| Riggs Asset Managment Co. Inc. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| Guardian Life Insurance Co Of America |
3 |
| Readystate Asset Management Lp |
3 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
3 |
| Adams Wealth Management |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| Centerpoint Advisory Group |
3 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
3 |
| Taconic Capital Advisors LP |
3 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
3 |
| LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| Noble Wealth Management PBC |
3 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| TrinityPoint Wealth, LLC |
3 |
| SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A |
3 |
| LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund |
3 |
| Mizuho Markets Cayman LP |
3 |
| Advisors Preferred, LLC |
3 |
| Golden State Equity Partners |
3 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| Westport Resources Management Inc |
3 |
| Synergy Investment Management, LLC |
3 |
| CFC Planning Co LLC |
3 |
| Vanguard Morgan Growth Fund |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| Reinhart Partners, Inc. |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
3 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
3 |
| Himension Fund |
3 |
| MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N |
3 |
| Governors Lane LP |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
3 |
| Argent Capital Management Llc |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| Parametrica Management Ltd |
3 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
3 |
| Jabre Capital Partners S.A. |
3 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
3 |
| Lifeworks Advisors, LLC |
3 |
| Belvedere Trading LLC |
3 |
| SLT Holdings LLC |
3 |
| SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A |
3 |
| Riverbend Wealth Management, LLC |
3 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
3 |
| Comprehensive Financial Planning, Inc./PA |
3 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
3 |
| Capital Impact Advisors, LLC |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
3 |
| Collective Family Office Llc |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| Marco Investment Management Llc |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
3 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
3 |
| Fortis Capital Advisors, LLC |
3 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
3 |
| Dakota Wealth Management |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
3 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
3 |
| PENN SERIES FUNDS INC - Quality Bond Fund |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| Numerai GP LLC |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
3 |
| Duality Advisers, Lp |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| Mission Wealth Management, Lp |
3 |
| E Fund Management Co., Ltd. |
3 |
| Capital Research Global Investors |
3 |
| Jag Capital Management, Llc |
3 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
3 |
| Lenox Wealth Advisors, LLC |
3 |
| DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Gwn Securities Inc. |
3 |
| IMG Wealth Management, Inc. |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| Generali Asset Management SPA SGR |
3 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
3 |
| Curio Wealth, Llc |
3 |
| Dana Investment Advisors, Inc. |
3 |
| Telemark Asset Management, LLC |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Jain Global LLC |
3 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
3 |
| Wipfli Financial Advisors Llc, |
3 |
| Veritable, L.P. |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| Rational Advisors Llc |
3 |
| VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative |
3 |
| Gladstone Institutional Advisory LLC |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| R Squared Ltd |
3 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
3 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
3 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
3 |
| VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class |
3 |
| McGowan Group Asset Management, Inc. |
3 |
| West Financial Advisors, LLC |
3 |
| Berbice Capital Management LLC |
3 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
3 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
3 |
| Addison Advisors LLC |
3 |
| Ativo Capital Management LLC |
3 |
| TriaGen Wealth Management LLC |
3 |
| MBM Wealth Consultants, LLC |
3 |
| Strategic Advisors LLC |
3 |
| JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| Bolton Lp |
3 |
| Timber Hill LLC |
3 |
| New England Research & Management, Inc. |
3 |
| M.e. Allison & Co., Inc. |
3 |
| Kula Investments, LLC |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| Pure Financial Advisors, Inc. |
3 |
| Retirement Wealth Solutions LLC |
3 |
| Palisade Asset Management, LLC |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| Murphy & Mullick Capital Management Corp |
3 |
| Choate Investment Advisors |
3 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| Avanza Fonder AB |
3 |
| Black Swift Group, LLC |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| High Note Wealth, LLC |
3 |
| Hall Laurie J Trustee |
3 |
| Board of the Pension Protection Fund |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
3 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
3 |
| Total Clarity Wealth Management, Inc. |
3 |
| Maridea Wealth Management LLC |
3 |
| FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD |
3 |
| Kieckhefer Group Llc |
3 |
| Proffitt & Goodson Inc |
3 |
| Hennessy Advisors Inc |
3 |
| Lebenthal Global Advisors, LLC |
3 |
| Zions Bancorporation |
3 |
| XR Securities LLC |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| Sii Investments Inc/wi |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| B & T Capital Management DBA Alpha Capital Management |
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 |
| Shaolin Capital Management LLC |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| Advisor Partners Ii, Llc |
3 |
| HB Wealth Management, LLC |
3 |
| Independent Solutions Wealth Management, LLC |
3 |
| Denali Advisors Llc |
3 |
| Vantage Consulting Group Inc |
3 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
3 |
| Mach-1 Financial Group, Inc. |
3 |
| Resona Asset Management Co.,Ltd. |
3 |
| Redwood Investments, LLC |
3 |
| TCG Advisory Services, LLC |
3 |
| Nine Chapters Capital Management LLC |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| Alpha Paradigm Partners, LLC |
3 |
| Janney Capital Management LLC |
3 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
3 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
| Charter Oak Capital Management, LLC |
3 |
| Bellevue Group AG |
3 |
| Inspire Advisors, LLC |
3 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| Empyrean Capital Partners, LP |
3 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
3 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
3 |
| KLCM Advisors, Inc. |
3 |
| Cadent Capital Advisors, LLC |
3 |
| Seneschal Advisors, LLC |
3 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
3 |
| Left Brain Wealth Management, LLC |
3 |
| QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I |
3 |
| Holderness Investments Co |
3 |
| MSS Series Trust - One Rock Fund |
3 |
| Sagespring Wealth Partners, Llc |
3 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
3 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
3 |
| Park West Asset Management LLC |
3 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
3 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
3 |
| Austin Private Wealth, LLC |
3 |
| K2 Principal Fund, L.p. |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
3 |
| Thoroughbred Financial Services, Llc |
3 |
| Transce3nd, LLC |
3 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB |
3 |
| Quest 10 Wealth Builders, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| Polar Capital Holdings Plc |
3 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| Kepos Capital LP |
3 |
| HHM Wealth Advisors, LLC |
3 |
| Canada Post Corp Registered Pension Plan |
3 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
3 |
| Piper Sandler & Co. |
3 |
| Patton Fund Management, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB |
3 |
| West Oak Capital, LLC |
3 |
| Senvest Management, LLC |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| Formidable Asset Management, LLC |
3 |
| Granite Bay Wealth Management, LLC |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| Wells Fargo Global Dividend Opportunity Fund |
3 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
3 |
| Putnam Fl Investment Management Co |
3 |
| Brighton Jones Llc |
3 |
| Mcdonald Partners Llc |
3 |
| Raiffeisen Bank International AG |
3 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
3 |
| Massar Capital Management, LP |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| LGT Financial Advisors LLC |
3 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| Patton Albertson Miller Group, Llc |
3 |
| Magnus Financial Group LLC |
3 |
| Citizens Financial Group Inc/ri |
3 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
3 |
| Brandywine Global Investment Management, LLC |
3 |
| Evoke Wealth, Llc |
3 |
| Ulland Investment Advisors, LLC |
3 |
| ADAPT Investment Managers SA |
3 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
3 |
| Chapman Financial Group, Llc |
3 |
| Erste Asset Management GmbH |
3 |
| Mufg Securities Americas Inc. |
3 |
| Headlands Technologies LLC |
3 |
| Sittner & Nelson, Llc |
3 |
| Greenland Capital Management LP |
3 |
| Wolff Wiese Magana Llc |
3 |
| AMG National Trust Bank |
3 |
| 361 Capital Llc |
3 |
| Bayforest Capital Ltd |
3 |
| Lonestar Capital Management LLC |
3 |
| Pillar Pacific Capital Management Llc |
3 |
| First New York Securities Llc /ny |
3 |
| New York Life Investment Management Llc |
3 |
| Qci Asset Management Inc/ny |
3 |
| Bailard, Inc. |
3 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| Texas Capital Bancshares Inc/tx |
3 |
| Country Trust Bank |
3 |
| Virtus ETF Advisers LLC |
3 |
| First Community Trust Na |
3 |
| Hollencrest Capital Management |
3 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
3 |
| American Alpha Advisors, LLC |
3 |
| Onefund, Llc |
3 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
3 |
| Century Capital Management, LLC |
3 |
| Signet Financial Management, Llc |
3 |
| MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares |
3 |
| Aster Capital Management (DIFC) Ltd |
3 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
3 |
| Sig Brokerage, Lp |
3 |
| Standard Life Aberdeen plc |
3 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
3 |
| Groupe la Francaise |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| Leigh Baldwin & Co., Llc |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| Northpointe Capital Llc |
3 |
| Banque Transatlantique SA |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| Elyxium Wealth, LLC |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| Tradition Wealth Management, LLC |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| Marshall & Sterling Wealth Advisors Inc. |
3 |
| Bahl & Gaynor Inc |
3 |
| Raleigh Capital Management Inc. |
3 |
| Tlp Group Llc |
3 |
| IXN - iSHARES TRUST - iShares Global Tech ETF |
3 |
| Advisory Research Inc |
3 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| Alpha DNA Investment Management LLC |
3 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class |
3 |
| Tema Etfs Llc |
3 |
| IFG Advisory, LLC |
3 |
| Panoramic Capital, LLC |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| Meiji Yasuda Life Insurance Co |
3 |
| StoneX Group Inc. |
3 |
| Columbia Partners L L C Investment Management |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| Freestone Grove Partners LP |
3 |
| FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A |
3 |
| Cooper Creek Partners Management Llc |
3 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
3 |
| Claraphi Advisory Network, LLC |
3 |
| Capital CS Group, LLC |
3 |
| Ziegler Capital Management, LLC |
3 |
| Blackrock Multi-sector Income Trust |
3 |
| Bardin Hill Management Partners Lp |
3 |
| Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) |
3 |
| Clearview Wealth Advisors LLC |
3 |
| Howard Hughes Medical Institute |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| Gofen & Glossberg Llc /il/ |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| Monument Capital Management |
3 |
| Bokf, Na |
3 |
| Roble, Belko & Company, Inc |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
3 |
| Blackrock Floating Rate Income Trust |
3 |
| Investment Management Corp of Ontario |
3 |
| First PREMIER Bank |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| McAdam, LLC |
3 |
| Pinney & Scofield, Inc. |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| Principia Wealth Advisory, LLC |
3 |
| FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF |
3 |
| Painted Porch Advisors LLC |
3 |
| AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| Water Island Capital Llc |
3 |
| CenterStar Asset Management, LLC |
3 |
| Griffin Asset Management, Inc. |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| Tcfg Wealth Management, Llc |
3 |
| Texas Yale Capital Corp. |
3 |
| TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares |
3 |
| ORG Wealth Partners, LLC |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| General Motors Investment Management Corp |
3 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
3 |
| Westend Capital Management LLC |
3 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
3 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
3 |
| Fulton Bank, N.a. |
3 |
| Ameriflex Group, Inc. |
3 |
| Pinpoint Asset Management Ltd |
3 |
| PrairieView Partners, LLC |
3 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
3 |
| Armis Advisers, LLC |
3 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
3 |
| PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF |
3 |
| Prairiewood Capital, LLC |
3 |
| HighVista Strategies LLC |
3 |
| Avidian Wealth Solutions, LLC |
3 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
3 |
| LifePro Asset Management |
3 |
| Capital A Wealth Management, LLC |
3 |
| NinePointTwo Capital |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| HN Saltoro Capital, LP |
3 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
3 |
| Kovack Advisors, Inc. |
3 |
| Mascoma Wealth Management LLC |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
3 |
| Intrust Bank Na |
3 |
| REAP Financial Group, LLC |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
| Cavalry Management Group, LLC |
3 |
| John Hancock Funds II - Science & Technology Fund Class NAV |
3 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
3 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
3 |
| Dogwood Wealth Management LLC |
3 |
| Triasima Portfolio Management inc. |
3 |
| Edgestream Partners, L.P. |
3 |
| Park Square Financial Group, LLC |
3 |
| Safeguard Investment Advisory Group, LLC |
3 |
| Twin Securities, Inc. |
3 |
| Trilogy Capital Inc. |
3 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| Hudson Value Partners, LLC |
3 |
| Round Rock Advisors, LLC |
3 |
| Wcm Investment Management, Llc |
3 |
| Kowal Investment Group, LLC |
3 |
| SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
3 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
3 |
| CCON - Direxion Shares ETF Trust - Direxion Connected Consumer ETF |
3 |
| Global Trust Asset Management, LLC |
3 |
| Greater Midwest Financial Group, LLC |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| Aberdeen Global Income Fund Inc |
3 |
| FNY Managed Accounts LLC |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| Euclidean Technologies Management, LLC |
3 |
| Castle Rock Wealth Management, LLC |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| Retirement Group, LLC |
3 |
| Hgk Asset Management Inc |
3 |
| TB Alternative Assets Ltd. |
3 |
| OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF |
3 |
| TrimTabs Asset Management, LLC |
3 |
| Kilter Group LLC |
3 |
| Independence Bank of Kentucky |
3 |
| TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 |
3 |
| Capital Analysts, Inc. |
3 |
| BHK Investment Advisors, LLC |
3 |
| Orion Capital Management LLC |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
3 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
3 |
| Kestra Investment Management, LLC |
3 |
| Litman Gregory Asset Management LLC |
3 |
| New Wave Wealth Advisors Llc |
3 |
| Sharkey, Howes & Javer |
3 |
| Forum Financial Management, LP |
3 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| Cito Capital Group, LLC |
3 |
| Lansforsakringar Fondforvaltning AB (publ) |
3 |
| BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A |
3 |
| WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A |
3 |
| 111 Capital |
3 |
| Bay Harbor Wealth Management, LLC |
3 |