| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
41 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
32 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
30 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
30 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
30 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
29 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
29 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
28 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
27 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
27 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
26 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
26 |
| Wells Fargo & Company/mn |
26 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
25 |
| Morgan Stanley |
24 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
24 |
| Proequities, Inc. |
24 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
24 |
| Citigroup Inc |
24 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
24 |
| Royal Bank Of Canada |
23 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
23 |
| Citadel Advisors Llc |
23 |
| Fmr Llc |
23 |
| UBS Group AG |
23 |
| Susquehanna International Group, Llp |
23 |
| Jpmorgan Chase & Co |
23 |
| Credit Suisse Ag/ |
22 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
22 |
| Bank Of America Corp /de/ |
22 |
| Barclays Plc |
22 |
| Deutsche Bank Ag\ |
22 |
| BlackRock, Inc. |
22 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
22 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
22 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
22 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
21 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
21 |
| Manufacturers Life Insurance Company, The |
21 |
| Goldman Sachs Group Inc |
21 |
| Victory Capital Management Inc |
21 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
21 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
21 |
| State Street Corp |
21 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
21 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
21 |
| Advisor Group Holdings, Inc. |
21 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
20 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
20 |
| Ameriprise Financial Inc |
20 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
20 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
20 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
20 |
| Geode Capital Management, Llc |
20 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
19 |
| Bnp Paribas Arbitrage, Sa |
19 |
| Invesco Ltd. |
19 |
| Jane Street Group, Llc |
19 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
19 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
19 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
19 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
19 |
| Price T Rowe Associates Inc /md/ |
19 |
| Bank of New York Mellon Corp |
18 |
| Tower Research Capital LLC (TRC) |
18 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
18 |
| Verition Fund Management LLC |
18 |
| Bank Of Montreal /can/ |
18 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
18 |
| Vanguard Group Inc |
18 |
| Allianz Asset Management GmbH |
18 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
18 |
| Millennium Management Llc |
18 |
| Virtu Financial LLC |
18 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
18 |
| Thrivent Financial For Lutherans |
18 |
| Renaissance Technologies Llc |
18 |
| Creative Planning |
18 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
18 |
| Wellington Management Group Llp |
18 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
18 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
18 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
18 |
| Northern Trust Corp |
17 |
| D. E. Shaw & Co., Inc. |
17 |
| Parallax Volatility Advisers, L.P. |
17 |
| SG Americas Securities, LLC |
17 |
| Wolverine Asset Management Llc |
17 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
17 |
| Two Sigma Investments, Lp |
17 |
| Ladenburg Thalmann Financial Services Inc |
17 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
17 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
17 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
17 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
17 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
17 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
17 |
| California Public Employees Retirement System |
17 |
| Us Bancorp \de\ |
17 |
| Northwestern Mutual Wealth Management Co |
17 |
| Pnc Financial Services Group, Inc. |
17 |
| BlackRock Fund Advisors |
17 |
| Six Circles Trust - Six Circles Global Bond Fund |
17 |
| Nomura Holdings Inc |
16 |
| Ameritas Investment Partners, Inc. |
16 |
| SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 |
16 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
16 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
16 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
16 |
| Kcg Holdings, Inc. |
16 |
| Simplex Trading, Llc |
16 |
| Rockefeller Capital Management L.P. |
16 |
| Advisor Group, Inc. |
16 |
| IFP Advisors, Inc |
16 |
| Ubs Ag |
16 |
| BlackRock Investment Management, LLC |
16 |
| Fifth Third Bancorp |
16 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
16 |
| Cwm, Llc |
16 |
| Russell Investments Group, Ltd. |
16 |
| Sei Investments Co |
16 |
| American International Group, Inc. |
16 |
| Dimensional Fund Advisors Lp |
15 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
15 |
| Jefferies Group LLC |
15 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
15 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
15 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
15 |
| Pacer Advisors, Inc. |
15 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
15 |
| New York State Common Retirement Fund |
15 |
| Putnam Investments Llc |
15 |
| Alliancebernstein L.p. |
15 |
| Charles Schwab Investment Management Inc |
15 |
| Envestnet Asset Management Inc |
15 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
15 |
| Marshall Wace, Llp |
15 |
| Neuberger Berman Group LLC |
15 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
15 |
| Legal & General Group Plc |
15 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
15 |
| Steward Partners Investment Advisory, Llc |
15 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
15 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
15 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
15 |
| Federated Hermes, Inc. |
15 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
15 |
| MetLife Investment Management, LLC |
15 |
| Raymond James & Associates |
15 |
| Huntington National Bank |
15 |
| Lord, Abbett & Co. Llc |
15 |
| Paloma Partners Management Co |
15 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
15 |
| Macquarie Group Ltd |
15 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
15 |
| Vanguard Index Funds |
15 |
| Franklin Resources Inc |
15 |
| Stifel Financial Corp |
15 |
| Man Group plc |
15 |
| California State Teachers Retirement System |
15 |
| BlackRock Institutional Trust Company, N.A. |
15 |
| American Portfolios Advisors |
14 |
| Nationwide Fund Advisors |
14 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
14 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
14 |
| Squarepoint Ops LLC |
14 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
14 |
| Rhumbline Advisers |
14 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
14 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
14 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
14 |
| BlackRock Advisors LLC |
14 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
14 |
| Comerica Bank |
14 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
14 |
| Captrust Financial Advisors |
14 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
14 |
| Federation des caisses Desjardins du Quebec |
14 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
14 |
| Aqr Capital Management Llc |
14 |
| Gsa Capital Partners Llp |
14 |
| Hsbc Holdings Plc |
14 |
| Ubs Asset Management Americas Inc |
14 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
14 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
14 |
| Hrt Financial Lp |
14 |
| Oppenheimer Asset Management Inc. |
14 |
| American Century Companies Inc |
14 |
| Advisory Services Network, LLC |
14 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
14 |
| Panagora Asset Management Inc |
14 |
| Cutler Group LP |
14 |
| Metropolitan Life Insurance Co/ny |
14 |
| Ground Swell Capital, LLC |
14 |
| Mackay Shields Llc |
14 |
| Group One Trading, L.p. |
14 |
| Two Sigma Securities, Llc |
14 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
14 |
| Nuveen Asset Management, LLC |
14 |
| Keybank National Association/oh |
14 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
14 |
| Voya Investment Management Llc |
14 |
| Bessemer Group Inc |
14 |
| Two Sigma Advisers, Lp |
14 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
14 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
14 |
| Clearbridge Investments, LLC |
14 |
| National Asset Management, Inc. |
13 |
| Wolverine Trading, Llc |
13 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
13 |
| O'shaughnessy Asset Management, Llc |
13 |
| MetLife Securities, Inc |
13 |
| BlueCrest Capital Management Ltd |
13 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
13 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
13 |
| Daiwa Securities Group Inc. |
13 |
| Parametric Portfolio Associates Llc |
13 |
| A.R.T. Advisors, LLC |
13 |
| Stratos Wealth Partners, LTD. |
13 |
| Balyasny Asset Management Llc |
13 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
13 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
13 |
| Calamos Advisors LLC |
13 |
| Lazard Asset Management Llc |
13 |
| Qube Research & Technologies Ltd |
13 |
| Teachers Advisors, Llc |
13 |
| Russell Frank Co/ |
13 |
| Tiaa Cref Investment Management Llc |
13 |
| Mackenzie Financial Corp |
13 |
| Walleye Trading LLC |
13 |
| MUFG Americas Holdings Corp |
13 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
13 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
13 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
13 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
13 |
| Meeder Asset Management Inc |
13 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
13 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
13 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
13 |
| Susquehanna Fundamental Investments, Llc |
13 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
13 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
13 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
13 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
13 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
13 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
13 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
13 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
13 |
| Cubist Systematic Strategies, LLC |
13 |
| Algert Global Llc |
13 |
| Piedmont Investment Advisors Llc |
13 |
| Glenmede Trust Co Na |
13 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
13 |
| Axa S.a. |
13 |
| Strs Ohio |
13 |
| Prelude Capital Management, Llc |
13 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
13 |
| Tudor Investment Corp Et Al |
13 |
| Aperio Group, LLC |
13 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
13 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
13 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
13 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
13 |
| Prudential Financial Inc |
13 |
| TCI Wealth Advisors, Inc. |
13 |
| Acadian Asset Management Llc |
13 |
| State Board Of Administration Of Florida Retirement System |
13 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
13 |
| First Hawaiian Bank |
13 |
| Great West Life Assurance Co /can/ |
13 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
13 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
13 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
13 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
13 |
| FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares |
13 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
13 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
13 |
| SBI Securities Co., Ltd. |
13 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
13 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
13 |
| HighTower Advisors, LLC |
13 |
| Marshall Wace North America L.P. |
13 |
| Ronald Blue Trust, Inc. |
12 |
| Blair William & Co/il |
12 |
| Principal Financial Group Inc |
12 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
12 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
12 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
12 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
12 |
| Janney Montgomery Scott LLC |
12 |
| United Services Automobile Association |
12 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
12 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
12 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
12 |
| Raymond James Financial Services Advisors, Inc. |
12 |
| Toronto Dominion Bank |
12 |
| PDT Partners, LLC |
12 |
| Palisade Capital Management Llc/nj |
12 |
| Cresset Asset Management, LLC |
12 |
| Mirae Asset Global Investments Co., Ltd. |
12 |
| XTX Topco Ltd |
12 |
| Swiss National Bank |
12 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
12 |
| Nisa Investment Advisors, Llc |
12 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
12 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
12 |
| Los Angeles Capital Management Llc |
12 |
| Quantbot Technologies LP |
12 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
12 |
| Point72 Asset Management, L.P. |
12 |
| Raymond James Financial Inc |
12 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
12 |
| Connor, Clark & Lunn Investment Management Ltd. |
12 |
| Private Trust Co Na |
12 |
| Oxford Asset Management Llp |
12 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
12 |
| Hartford Mutual Funds Inc/ct |
12 |
| BlackRock Group LTD |
12 |
| Principal Funds Inc |
12 |
| Dynamic Technology Lab Private Ltd |
12 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
12 |
| LPL Financial LLC |
12 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
12 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
12 |
| Emerald Acquisition Ltd. |
12 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
12 |
| College Retirement Equities Fund |
12 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
12 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
12 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
12 |
| Quantamental Technologies LLC |
12 |
| Amalgamated Bank |
12 |
| FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares |
12 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
12 |
| Walleye Capital LLC |
12 |
| First Trust Advisors Lp |
12 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
12 |
| M&t Bank Corp |
12 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
12 |
| Loomis Sayles & Co L P |
12 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
12 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
12 |
| Trexquant Investment LP |
12 |
| D.a. Davidson & Co. |
12 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
12 |
| Winton Capital Group Ltd |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class |
12 |
| ProShare Advisors LLC |
12 |
| Bridgeway Capital Management Inc |
12 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
12 |
| Wealthspire Advisors, L.P. |
12 |
| KBC Group NV |
12 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
12 |
| Ergoteles LLC |
12 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
12 |
| Gotham Asset Management, LLC |
12 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
12 |
| Cambridge Investment Research Advisors, Inc. |
12 |
| Gabelli Funds Llc |
12 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
12 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
12 |
| Public Employees Retirement System Of Ohio |
12 |
| Acrospire Investment Management LLC |
12 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
12 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
12 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
12 |
| Arizona State Retirement System |
12 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
12 |
| Amundi |
12 |
| Laurion Capital Management LP |
12 |
| Quadrant Capital Group Llc |
12 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
12 |
| Teacher Retirement System Of Texas |
12 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
12 |
| Gemmer Asset Management LLC |
12 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
12 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
12 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
12 |
| Highbridge Capital Management Llc |
12 |
| Private Advisor Group, LLC |
12 |
| Spot Trading L.L.C |
11 |
| Css Llc/il |
11 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
11 |
| Texas Permanent School Fund |
11 |
| Quadrature Capital Ltd |
11 |
| Whittier Trust Co |
11 |
| Magnetar Financial LLC |
11 |
| Jump Financial, LLC |
11 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
11 |
| Engineers Gate Manager LP |
11 |
| Valeo Financial Advisors, LLC |
11 |
| Stone Ridge Asset Management LLC |
11 |
| Public Employees Retirement Association Of Colorado |
11 |
| Numeric Investors Llc |
11 |
| Crossmark Global Holdings, Inc. |
11 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
11 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
11 |
| Guggenheim Capital Llc |
11 |
| Oregon Public Employees Retirement Fund |
11 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
11 |
| Moors & Cabot, Inc. |
11 |
| Suntrust Banks Inc |
11 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
11 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
11 |
| Signaturefd, Llc |
11 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
11 |
| New York State Teachers Retirement System |
11 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
11 |
| Massachusetts Financial Services Co /ma/ |
11 |
| Weiss Asset Management LP |
11 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
11 |
| Public Sector Pension Investment Board |
11 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
11 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
11 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
11 |
| Assenagon Asset Management S.A. |
11 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
11 |
| CIBC Private Wealth Group, LLC |
11 |
| Jacobs Levy Equity Management, Inc |
11 |
| Parallel Advisors, LLC |
11 |
| Meadow Creek Investment Management LLC |
11 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
11 |
| FourThought Financial, LLC |
11 |
| Versor Investments LP |
11 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
11 |
| Vanguard World Fund |
11 |
| CENTRAL TRUST Co |
11 |
| JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class |
11 |
| Assetmark, Inc |
11 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I |
11 |
| QS Investors, LLC |
11 |
| Assured Investment Management LLC |
11 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
11 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
11 |
| Managed Account Advisors Llc |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
11 |
| Schonfeld Strategic Advisors LLC |
11 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
11 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 |
11 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 |
11 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
11 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
11 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
11 |
| RidgeWorth Capital Management LLC |
11 |
| Profund Advisors Llc |
11 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
11 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
11 |
| State of New Jersey Common Pension Fund D |
11 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
11 |
| PENN SERIES FUNDS INC - Flexibly Managed Fund |
11 |
| Y-Intercept (Hong Kong) Ltd |
11 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
11 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
11 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
11 |
| C M Bidwell & Associates Ltd |
11 |
| Capstone Investment Advisors, Llc |
11 |
| PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund |
11 |
| ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV |
11 |
| Polar Asset Management Partners Inc. |
11 |
| Gradient Investments LLC |
11 |
| Point72 Hong Kong Ltd |
11 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
11 |
| Mutual Of America Capital Management Llc |
11 |
| PEAK6 Investments, L.P. |
11 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
11 |
| Baird Financial Group, Inc. |
11 |
| Agf Investments Inc. |
11 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
11 |
| Claymore Exchange-traded Fund Trust |
11 |
| GWM Advisors LLC |
11 |
| Virginia Retirement Systems Et Al |
11 |
| Boothbay Fund Management, Llc |
11 |
| Mml Investors Services, Llc |
11 |
| BNP Paribas Asset Management Holding S.A. |
11 |
| ExodusPoint Capital Management, LP |
11 |
| Allworth Financial LP |
11 |
| Capital Advisors, Ltd. LLC |
11 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
11 |
| Oppenheimer Funds Inc |
11 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
11 |
| LMR Partners LLP |
11 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
11 |
| Reilly Financial Advisors, Llc |
11 |
| Dupont Capital Management Corp |
11 |
| Louisiana State Employees Retirement System |
11 |
| Cornerstone Capital Management Holdings Llc. |
11 |
| State Farm Mutual Fund Trust |
11 |
| State Farm Variable Product Trust |
11 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
| Ellevest, Inc. |
11 |
| Zacks Investment Management |
11 |
| Janus Henderson Group Plc |
11 |
| Thompson Davis & Co., Inc. |
11 |
| Master Investment Portfolio II - CoreAlpha Bond Master Portfolio |
11 |
| State of Wyoming |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
11 |
| PEAK6 Investments LLC |
11 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
11 |
| First Citizens Bank & Trust Co |
11 |
| Global Retirement Partners, LLC |
11 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
11 |
| Brown Advisory Inc |
11 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
11 |
| Glassman Wealth Services |
11 |
| Versant Capital Management, Inc |
11 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
11 |
| Private Capital Group, LLC |
11 |
| Norges Bank |
11 |
| FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF |
11 |
| Stanley-Laman Group, Ltd. |
11 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
11 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
11 |
| Truist Financial Corp |
11 |
| State of Tennessee, Treasury Department |
11 |
| Td Asset Management Inc |
11 |
| LS Investment Advisors, LLC |
11 |
| Hillsdale Investment Management Inc. |
11 |
| Gamco Investors, Inc. Et Al |
11 |
| Sonora Investment Management, LLC |
11 |
| Cornerstone Advisors, Inc. |
11 |
| State Of Wisconsin Investment Board |
11 |
| Coldstream Capital Management Inc |
11 |
| Ontario Teachers Pension Plan Board |
11 |
| First Horizon Advisors, Inc. |
11 |
| Teachers Retirement System Of The State Of Kentucky |
11 |
| Spark Investment Management LLC |
10 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
10 |
| Cetera Advisor Networks LLC |
10 |
| Orion Portfolio Solutions, LLC |
10 |
| Allspring Global Investments Holdings, LLC |
10 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
10 |
| IHT Wealth Management, LLC |
10 |
| Mariner, LLC |
10 |
| JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV |
10 |
| Bayesian Capital Management, LP |
10 |
| Hm Payson & Co |
10 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
10 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
10 |
| Itau Unibanco Holding S.A. |
10 |
| Commonwealth Equity Services, Llc |
10 |
| Kore Private Wealth LLC |
10 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
10 |
| Adage Capital Partners Gp, L.l.c. |
10 |
| Mercer Global Advisors Inc /adv |
10 |
| Prestige Wealth Management Group LLC |
10 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
10 |
| Rehmann Capital Advisory Group |
10 |
| Fuller & Thaler Asset Management, Inc. |
10 |
| Pendal Group Ltd |
10 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
10 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
10 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
10 |
| Martingale Asset Management L P |
10 |
| Brown Brothers Harriman & Co |
10 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
10 |
| MAI Capital Management |
10 |
| BlackRock Japan Co. Ltd |
10 |
| Edmond De Rothschild Holding S.a. |
10 |
| Holocene Advisors, LP |
10 |
| Healthcare Of Ontario Pension Plan Trust Fund |
10 |
| First Quadrant L P/ca |
10 |
| Highland Capital Management, Llc |
10 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
10 |
| Nomura Asset Management Co Ltd |
10 |
| Vantagepoint Funds |
10 |
| PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class |
10 |
| Eaton Vance Management |
10 |
| Centiva Capital, LP |
10 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
10 |
| Riverhead Capital Management Llc |
10 |
| MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class |
10 |
| Sanctuary Advisors, LLC |
10 |
| State of Alaska, Department of Revenue |
10 |
| Airain ltd |
10 |
| Cable Hill Partners, LLC |
10 |
| Sawtooth Solutions, LLC |
10 |
| Capital Fund Management S.a. |
10 |
| Amundi Pioneer Asset Management Inc |
10 |
| Stevens Capital Management Lp |
10 |
| Municipal Employees' Retirement System of Michigan |
10 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
10 |
| International Assets Investment Management, Llc |
10 |
| Proficio Capital Partners LLC |
10 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
10 |
| NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I |
10 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
10 |
| SOUTH STATE Corp |
10 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
10 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
10 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
10 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
10 |
| Bank Of Nova Scotia |
10 |
| Regions Financial Corp |
10 |
| Capital Performance Advisors Llp |
10 |
| Karp Capital Management Corp |
10 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
10 |
| Campbell & CO Investment Adviser LLC |
10 |
| Jones Financial Companies Lllp |
10 |
| Disciplined Investments, LLC |
10 |
| Elkfork Partners LLC |
10 |
| Alpine Global Management, LLC |
10 |
| Penserra Capital Management LLC |
10 |
| Harbour Investments, Inc. |
10 |
| Stephens Inc /ar/ |
10 |
| Hutchin Hill Capital, LP |
10 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
10 |
| Benjamin F. Edwards & Company, Inc. |
10 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
10 |
| Artisan Partners Limited Partnership |
10 |
| AHL Partners LLP |
10 |
| AdvisorNet Financial, Inc |
10 |
| Voloridge Investment Management, Llc |
10 |
| Arrowstreet Capital, Limited Partnership |
10 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
10 |
| Larson Financial Group LLC |
10 |
| Winslow, Evans & Crocker, Inc. |
10 |
| Princeton Alpha Management LP |
10 |
| Schroder Investment Management Group |
10 |
| PineBridge Investments, L.P. |
10 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
10 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
10 |
| Sowell Financial Services LLC |
10 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
10 |
| Vontobel Holding Ltd. |
10 |
| Graham Capital Management, L.P. |
10 |
| Moore Capital Management, Lp |
10 |
| Spire Wealth Management |
10 |
| Hartland & Co., LLC |
10 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
10 |
| Stonebridge Capital Advisors LLC |
10 |
| Harel Insurance Investments & Financial Services Ltd. |
10 |
| Hancock Whitney Corp |
10 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
10 |
| Avantax Planning Partners, Inc. |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
10 |
| Quantitative Systematic Strategies LLC |
10 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
10 |
| Creative Financial Designs Inc /adv |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
10 |
| Oppenheimer Etf Trust |
10 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
10 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
10 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
10 |
| GAMMA Investing LLC |
10 |
| Farther Finance Advisors, LLC |
10 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
10 |
| FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares |
10 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
10 |
| Belpointe Asset Management LLC |
10 |
| Manchester Capital Management LLC |
10 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
10 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
10 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
10 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
10 |
| CAPROCK Group, Inc. |
10 |
| EverSource Wealth Advisors, LLC |
10 |
| Caxton Associates Lp |
10 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
10 |
| AMP Capital Investors Ltd |
10 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
10 |
| Credit Agricole S A |
10 |
| Sculptor Capital LP |
10 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
10 |
| Eagle Asset Management Inc |
10 |
| Geneos Wealth Management Inc. |
10 |
| Amalgamated Financial Corp. |
10 |
| Fisher Asset Management, LLC |
10 |
| Alps Advisors Inc |
10 |
| Sterling Capital Management LLC |
10 |
| Dark Forest Capital Management Lp |
10 |
| National Bank Of Canada /fi/ |
10 |
| Weiss Multi-Strategy Advisers LLC |
10 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
10 |
| Ing Groep Nv |
10 |
| Parkside Financial Bank & Trust |
10 |
| Invictus RG |
10 |
| Cerity Partners LLC |
10 |
| IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF |
10 |
| WFG Advisors, LP |
10 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I |
10 |
| PENN SERIES FUNDS INC - International Equity Fund |
10 |
| NEXT Financial Group, Inc |
10 |
| DekaBank Deutsche Girozentrale |
10 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
10 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
10 |
| ETRADE Capital Management LLC |
10 |
| First Mercantile Trust Co |
10 |
| Hbk Investments L P |
10 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
10 |
| Wiley Bros.-aintree Capital, Llc |
10 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
10 |
| Lindbrook Capital, Llc |
10 |
| Cetera Investment Advisers |
10 |
| Trustcore Financial Services, Llc |
10 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
10 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
10 |
| Plante Moran Financial Advisors, LLC |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
10 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
10 |
| Employees Retirement System of Texas |
10 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
10 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
10 |
| Asset Management One Co., Ltd. |
10 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
10 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
10 |
| State Of Michigan Retirement System |
10 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
10 |
| Ameritas Investment Corp |
10 |
| NumerixS Investment Technologies Inc |
10 |
| Fred Alger Management, Llc |
10 |
| Westpac Banking Corp |
10 |
| Point72 Middle East FZE |
10 |
| Avantax Advisory Services, Inc. |
10 |
| Umb Bank N A/mo |
10 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
10 |
| Tiaa-cref Funds |
10 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
10 |
| Farmers & Merchants Investments Inc |
10 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
10 |
| Mason Street Advisors, Llc |
10 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
10 |
| Cullen/frost Bankers, Inc. |
10 |
| Tfs Capital Investment Trust |
10 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
10 |
| Atom Investors LP |
10 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
10 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
10 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
10 |
| Humankind Benefit Corp - Humankind US Stock ETF |
10 |
| Rydex Etf Trust |
10 |
| Caisse De Depot Et Placement Du Quebec |
9 |
| Pictet Asset Management Ltd |
9 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
9 |
| Old Mission Capital Llc |
9 |
| Ancora Advisors, LLC |
9 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
9 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
9 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
9 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
9 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
9 |
| Vantage Consulting Group Inc |
9 |
| Financial Gravity Companies, Inc. |
9 |
| Mfs Charter Income Trust |
9 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
9 |
| Natixis |
9 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
9 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
9 |
| Smartleaf Asset Management LLC |
9 |
| Snowden Capital Advisors LLC |
9 |
| Brinker Capital Inc |
9 |
| Forum Funds |
9 |
| Carroll Financial Associates, Inc. |
9 |
| ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio |
9 |
| Contravisory Investment Management, Inc. |
9 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
9 |
| Mv Capital Management, Inc. |
9 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
9 |
| Clear Street Markets Llc |
9 |
| New York Life Investment Management Llc |
9 |
| Azzad Asset Management Inc /adv |
9 |
| Hantz Financial Services, Inc. |
9 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
9 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
9 |
| Pinnacle Wealth Planning Services, Inc. |
9 |
| Glen Eagle Advisors, LLC |
9 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
9 |
| Capstone Asset Management Co |
9 |
| Exchange Traded Concepts, Llc |
9 |
| Atria Investments Llc |
9 |
| Klp Kapitalforvaltning As |
9 |
| MQS Management LLC |
9 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
9 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
9 |
| Massmutual Trust Co Fsb/adv |
9 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
9 |
| Police & Firemen's Retirement System of New Jersey |
9 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
9 |
| Skopos Labs, Inc. |
9 |
| Profunds - Profund Vp Oil & Gas |
9 |
| Wealth Enhancement Advisory Services, Llc |
9 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
9 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
9 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
9 |
| Harbor Investment Advisory, Llc |
9 |
| Baker Avenue Asset Management, LP |
9 |
| Nebula Research & Development LLC |
9 |
| SJS Investment Consulting Inc. |
9 |
| Barings Llc |
9 |
| Yousif Capital Management, Llc |
9 |
| Segall Bryant & Hamill, Llc |
9 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
9 |
| Quarry LP |
9 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
9 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
9 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
9 |
| Intech Investment Management Llc |
9 |
| Thompson Siegel & Walmsley Llc |
9 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
9 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
9 |
| Covestor Ltd |
9 |
| Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class |
9 |
| Commonwealth Equity Services, Inc |
9 |
| Chicago Equity Partners Llc |
9 |
| Seven Eight Capital, Lp |
9 |
| Illinois Municipal Retirement Fund |
9 |
| Rafferty Asset Management, LLC |
9 |
| Ellington Management Group Llc |
9 |
| Maryland State Retirement & Pension System |
9 |
| Td Private Client Wealth Llc |
9 |
| FineMark National Bank & Trust |
9 |
| Point72 Asia (Singapore) Pte. Ltd. |
9 |
| Ashton Thomas Securities, Llc |
9 |
| Robeco Institutional Asset Management B.V. |
9 |
| CoreCap Advisors, LLC |
9 |
| Maverick Capital Ltd |
9 |
| Mfs Multimarket Income Trust |
9 |
| Baldwin Brothers Inc/ma |
9 |
| Jennison Associates Llc |
9 |
| Howe & Rusling Inc |
9 |
| Venturi Wealth Management, LLC |
9 |
| Next Financial Holdings |
9 |
| Wipfli Financial Advisors Llc, |
9 |
| Retirement Systems of Alabama |
9 |
| GV Financial Advisors |
9 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
9 |
| Sunbelt Securities, Inc. |
9 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
9 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
9 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
9 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
9 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
9 |
| Hartford Investment Management Co |
9 |
| Private Wealth Management Group, LLC |
9 |
| Cambridge Trust Co |
9 |
| Rational Advisors Llc |
9 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
9 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) |
9 |
| Washington Trust Bank |
9 |
| Enterprise Financial Services Corp |
9 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
9 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
9 |
| Natixis Advisors, L.p. |
9 |
| Ensign Peak Advisors, Inc |
9 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
9 |
| Bogart Wealth, LLC |
9 |
| Nordea Investment Management Ab |
9 |
| New Mexico Educational Retirement Board |
9 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
9 |
| Pictet Asset Management Holding SA |
9 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
9 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
9 |
| Principal Securities, Inc. |
9 |
| Trust Co Of Vermont |
9 |
| Jefferies Financial Group Inc. |
9 |
| Quantitative Investment Management, LLC |
9 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
9 |
| Blueshift Asset Management, LLC |
9 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
9 |
| Xponance, Inc. |
9 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
9 |
| Capital Research Global Investors |
9 |
| Sandy Spring Bank |
9 |
| True Wealth Design, LLC |
9 |
| Csenge Advisory Group |
9 |
| MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I |
9 |
| Kennedy Capital Management, Inc. |
9 |
| Advisors Asset Management, Inc. |
9 |
| Koshinski Asset Management, Inc. |
9 |
| Pictet Asset Management Sa |
9 |
| Beacon Pointe Advisors, LLC |
9 |
| Caitong International Asset Management Co., Ltd |
9 |
| Van Eck Associates Corp |
9 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
9 |
| Point72 (DIFC) Ltd |
9 |
| CIBC Asset Management Inc |
9 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
9 |
| MUFG Securities EMEA plc |
9 |
| Boston Private Wealth Llc |
9 |
| Mather Group, Llc. |
9 |
| Element Capital Management Llc |
9 |
| Jupiter Asset Management Ltd |
9 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
9 |
| Tocqueville Asset Management L.p. |
9 |
| Pathstone Holdings, LLC |
9 |
| Candriam Luxembourg S.C.A. |
9 |
| Ledyard National Bank |
9 |
| Aviva Plc |
9 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
9 |
| Sherbrooke Park Advisers Llc |
9 |
| Oppenheimer & Co Inc |
9 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
9 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
9 |
| Truvestments Capital Llc |
9 |
| Twin Peaks Wealth Advisors, LLC |
9 |
| Ameritas Advisory Services, LLC |
9 |
| FIL Ltd |
9 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
9 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
9 |
| Sutton Wealth Advisors Inc. |
9 |
| Bruce G. Allen Investments, LLC |
9 |
| World Asset Management Inc |
9 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
9 |
| Weiss Strategic Interval Fund |
9 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
9 |
| Rothschild Investment Llc |
9 |
| Alberta Investment Management Corp |
9 |
| Sofos Investments, Inc. |
9 |
| VTL Associates, LLC |
9 |
| Smithfield Trust Co |
9 |
| Kayne Anderson Rudnick Investment Management Llc |
9 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
9 |
| Nuveen, LLC |
9 |
| SYSTM Wealth Solutions LLC |
9 |
| Brevan Howard Capital Management LP |
9 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
9 |
| Securian Asset Management, Inc |
9 |
| JustInvest LLC |
9 |
| Inceptionr Llc |
9 |
| Pathstone Family Office, Llc |
9 |
| Ci Investments Inc. |
9 |
| We Are One Seven, LLC |
9 |
| Gideon Capital Advisors, Inc. |
9 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
9 |
| Corebridge Financial, Inc. |
9 |
| Guardian Wealth Advisors, LLC |
9 |
| Summit Trail Advisors, Llc |
9 |
| Raymond James Trust N.a. |
9 |
| VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc |
9 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
9 |
| Clinton Group Inc |
9 |
| FundVantage Trust - Verplanck Balanced Fund |
9 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
9 |
| Yorktown Management & Research Co Inc |
9 |
| CIBC World Markets Inc. |
9 |
| Aquatic Capital Management LLC |
9 |
| Private Ocean, LLC |
9 |
| Independent Advisor Alliance |
9 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
9 |
| AE Wealth Management LLC |
9 |
| SRS Capital Advisors, Inc. |
9 |
| AGF Investments LLC |
9 |
| NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A |
9 |
| Empowered Funds, LLC |
9 |
| FDx Advisors, Inc. |
9 |
| Asset Dedication, LLC |
9 |
| Veritable, L.P. |
9 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
9 |
| Flinton Capital Management LLC |
9 |
| Menta Capital Llc |
9 |
| Brinker Capital Investments, LLC |
9 |
| Bokf, Na |
9 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
9 |
| Mason Street Advisors, Llc |
9 |
| Teza Capital Management LLC |
9 |
| Atria Wealth Solutions, Inc. |
9 |
| Cigna Investments Inc /new |
9 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
9 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
9 |
| Eaton Vance Ltd Duration Income Fund |
9 |
| North Star Investment Management Corp. |
9 |
| Catalyst Capital Advisors LLC |
9 |
| First Republic Investment Management, Inc. |
9 |
| Wealthcare Advisory Partners LLC |
9 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
9 |
| Canada Pension Plan Investment Board |
9 |
| Patriot Financial Group Insurance Agency, LLC |
9 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
9 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
9 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
9 |
| Delpha Capital Management, Llc |
9 |
| Shelton Capital Management |
9 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
8 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
8 |
| DAVENPORT & Co LLC |
8 |
| Sit Investment Associates Inc |
8 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
8 |
| Tarbox Family Office, Inc. |
8 |
| Quantinno Capital Management LP |
8 |
| Tompkins Financial Corp |
8 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
8 |
| Royce & Associates Lp |
8 |
| Ostrum Asset Management |
8 |
| Hartford Series Fund Inc |
8 |
| Ossiam |
8 |
| Alera Investment Advisors, LLC |
8 |
| VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares |
8 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) |
8 |
| Bay Harbor Wealth Management, LLC |
8 |
| STXV - EA Series Trust - Strive 1000 Value ETF |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
8 |
| Berman Capital Advisors, LLC |
8 |
| Seacrest Wealth Management, Llc |
8 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
8 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
8 |
| CVA Family Office, LLC |
8 |
| ClariVest Asset Management LLC |
8 |
| Tokio Marine Asset Management Co Ltd |
8 |
| Jaffetilchin Investment Partners, LLC |
8 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
8 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
8 |
| Cassady Schiller Wealth Management, LLC |
8 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
8 |
| Aster Capital Management (DIFC) Ltd |
8 |
| Cnh Partners Llc |
8 |
| Allstate Corp |
8 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
8 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
8 |
| Citizens Financial Group Inc/ri |
8 |
| VCGAX - VALIC Co I - Growth & Income Fund |
8 |
| CSat Investment Advisory, L.P. |
8 |
| Tlp Group Llc |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio |
8 |
| Chevy Chase Trust Holdings, Inc. |
8 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
8 |
| Jfs Wealth Advisors, Llc |
8 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
8 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
8 |
| Tiverton Asset Management Llc |
8 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
8 |
| Caption Management, LLC |
8 |
| Archer Investment Corp |
8 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
8 |
| GAM Holding AG |
8 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
8 |
| Mckinley Capital Management Llc /delaware |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB |
8 |
| WPG Advisers, LLC |
8 |
| Duality Advisers, Lp |
8 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
8 |
| Bb&t Securities, Llc |
8 |
| Procyon Private Wealth Partners, LLC |
8 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
8 |
| Optiver Holding B.V. |
8 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
8 |
| DiNuzzo Private Wealth, Inc. |
8 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
8 |
| Scientech Research LLC |
8 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
8 |
| Oak Thistle LLC |
8 |
| Riverview Trust Co |
8 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
8 |
| Hudson Bay Capital Management LP |
8 |
| Headlands Technologies LLC |
8 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
8 |
| IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF |
8 |
| GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF |
8 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
8 |
| Alphacrest Capital Management Llc |
8 |
| AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A |
8 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
8 |
| Edgestream Partners, L.P. |
8 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
8 |
| ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares |
8 |
| Tcwp Llc |
8 |
| ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF |
8 |
| Pearl River Capital, LLC |
8 |
| Prospera Financial Services Inc |
8 |
| Johnson Financial Group, Inc. |
8 |
| Spectrum Management Group, LLC |
8 |
| Calvert Investment Management, Inc. |
8 |
| Crewe Advisors LLC |
8 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
8 |
| WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class |
8 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
8 |
| Optimum Investment Advisors |
8 |
| Skandinaviska Enskilda Banken AB (publ) |
8 |
| Bell Investment Advisors, Inc |
8 |
| Vigilant Capital Management, LLC |
8 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
8 |
| CI Private Wealth, LLC |
8 |
| Hexagon Capital Partners LLC |
8 |
| Raleigh Capital Management Inc. |
8 |
| First Personal Financial Services |
8 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
8 |
| WASHINGTON TRUST Co |
8 |
| Cibc World Markets Corp |
8 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
8 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
8 |
| Xact Kapitalforvaltning AB |
8 |
| Shell Asset Management Co |
8 |
| TFC Financial Management |
8 |
| Shine Investment Advisory Services Inc |
8 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
8 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
8 |
| Gts Securities Llc |
8 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
8 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
8 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
8 |
| Hughes Financial Services, LLC |
8 |
| Lee Financial Co |
8 |
| TD Waterhouse Canada Inc. |
8 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB |
8 |
| Simon Quick Advisors, Llc |
8 |
| Newbridge Financial Services Group, Inc. |
8 |
| Bailard, Inc. |
8 |
| Cadence Capital Management Llc |
8 |
| Coppell Advisory Solutions LLC |
8 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
8 |
| Capital International Investors |
8 |
| FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund |
8 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
8 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
8 |
| Concentric Capital Strategies, LP |
8 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
8 |
| ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C |
8 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
8 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
8 |
| Old Mutual Customised Solutions (proprietary) Ltd |
8 |
| Alyeska Investment Group, L.P. |
8 |
| San Francisco Sentry Investment Group (ca) |
8 |
| Convergence Investment Partners, LLC |
8 |
| Baystate Wealth Management LLC |
8 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
8 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
8 |
| Lombard Odier Asset Management (Europe) Ltd |
8 |
| Lombard Odier Asset Management (Switzerland) SA |
8 |
| Quent Capital, LLC |
8 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
8 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
8 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
8 |
| MASTER BOND LLC - Master Total Return Portfolio |
8 |
| Commonwealth Bank Of Australia |
8 |
| United Capital Financial Advisers, Llc |
8 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
8 |
| ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF |
8 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
8 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
8 |
| QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF |
8 |
| Landscape Capital Management, L.l.c. |
8 |
| STXG - EA Series Trust - Strive 1000 Growth ETF |
8 |
| 1832 Asset Management L.P. |
8 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
8 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
8 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
8 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
8 |
| Scotia Capital Inc. |
8 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
8 |
| Pallas Capital Advisors LLC |
8 |
| Flagship Harbor Advisors, Llc |
8 |
| Brookfield Asset Management Inc. |
8 |
| Capital Analysts, Inc. |
8 |
| Focused Wealth Management, Inc |
8 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
8 |
| Tradition Wealth Management, LLC |
8 |
| OMERS ADMINISTRATION Corp |
8 |
| Cornerstone Planning Group LLC |
8 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
8 |
| Andra AP-fonden |
8 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
8 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
8 |
| HFM Investment Advisors, LLC |
8 |
| Fox Run Management, L.l.c. |
8 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
8 |
| William Blair Investment Management, Llc |
8 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
8 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
8 |
| Activest Wealth Management |
8 |
| Lido Advisors, LLC |
8 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
8 |
| Fortitude Family Office, LLC |
8 |
| Empirical Finance, LLC |
8 |
| Global Financial Private Client, LLC |
8 |
| MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I |
8 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF |
8 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
8 |
| Bridgewater Associates, LP |
8 |
| Cipher Capital LP |
8 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
8 |
| TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial |
8 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
8 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
8 |
| Northwestern Mutual Investment Management Company, Llc |
8 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
8 |
| Catalyst Funds Management Pty Ltd |
8 |
| GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF |
8 |
| Dorsey Wright & Associates |
8 |
| FNY Investment Advisers, LLC |
8 |
| CX Institutional |
8 |
| Veriti Management LLC |
8 |
| Mount Yale Investment Advisors, LLC |
8 |
| Macroview Investment Management Llc |
8 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
8 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
8 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
8 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
8 |
| Cromwell Holdings LLC |
8 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
8 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
8 |
| Concord Wealth Partners |
8 |
| Standard Life Aberdeen plc |
8 |
| Transce3nd, LLC |
8 |
| RMB Capital Management, LLC |
8 |
| Investors Research Corp |
8 |
| Cetera Advisors LLC |
8 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
8 |
| APG Asset Management N.V. |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 |
8 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
8 |
| Altshuler Shaham Ltd |
8 |
| Freestone Grove Partners LP |
8 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
8 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
8 |
| Glg Llc |
8 |
| Ssi Investment Management Llc |
8 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
8 |
| Symmetry Partners, LLC |
8 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
8 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
8 |
| Elo Mutual Pension Insurance Co |
8 |
| Prudential Plc |
8 |
| Vident Investment Advisory, LLC |
8 |
| Capital World Investors |
8 |
| Invictus RG Pte. Ltd. |
8 |
| Sachetta, LLC |
8 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
8 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
8 |
| PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P |
8 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
8 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
8 |
| Timber Hill LLC |
8 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
8 |
| NN Investment Partners Holdings N.V. |
8 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
8 |
| WealthPLAN Partners, LLC |
8 |
| Tredje AP-fonden |
8 |
| Regal Investment Advisors LLC |
8 |
| JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) |
8 |
| Axq Capital, Lp |
8 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
8 |
| USA Financial Portformulas Corp |
8 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
8 |
| Centerpoint Advisors, LLC |
8 |
| PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares |
8 |
| McAdam, LLC |
8 |
| Fort, L.p. |
8 |
| Silvercrest Asset Management Group Llc |
8 |
| Steward Financial Group LLC |
8 |
| Origin Asset Management LLP |
8 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
8 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
8 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
8 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
8 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
8 |
| Occudo Quantitative Strategies Lp |
8 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
8 |
| MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF |
8 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
8 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
8 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
8 |
| Chicago Partners Investment Group LLC |
8 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
8 |
| Driehaus Capital Management Llc |
8 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
8 |
| Aigen Investment Management, Lp |
8 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
8 |
| Bb&t Investment Services, Inc. |
8 |
| Merit Financial Group, LLC |
8 |
| Bartlett & Co. Wealth Management Llc |
8 |
| Ieq Capital, Llc |
8 |
| CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
8 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
8 |
| Wealthcare Capital Management Llc |
8 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
8 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
8 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
8 |
| Parametrica Management Ltd |
8 |
| Schubert & Co |
8 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
8 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
8 |
| LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF |
8 |
| Paces Ferry Wealth Advisors, Llc |
8 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
8 |
| Bartlett & Co. LLC |
8 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
8 |
| Earnest Partners Llc |
8 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
8 |
| Principia Wealth Advisory, LLC |
8 |
| UMA Financial Services, Inc. |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
8 |
| Lecap Asset Management Ltd |
8 |
| Greenleaf Trust |
8 |
| MML Series Investment Fund II - MML Equity Fund Initial Class |
8 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
8 |
| CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF |
8 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
8 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
8 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
8 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
8 |
| Evoke Wealth, Llc |
8 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
8 |
| Quaker Wealth Management, LLC |
8 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
8 |
| Moody National Bank Trust Division |
8 |
| BRYN MAWR TRUST Co |
8 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
8 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
8 |
| Oakbrook Investments Llc |
8 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
8 |
| PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund |
8 |
| Atlantic Trust, LLC |
8 |
| Sciencast Management LP |
8 |
| PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 |
8 |
| Synovus Financial Corp |
8 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
8 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
8 |
| Everence Capital Management Inc |
8 |
| Liberty Mutual Group Asset Management Inc. |
8 |
| Balentine LLC |
8 |
| Rialto Wealth Management, LLC |
8 |
| Globeflex Capital L P |
8 |
| Key FInancial Inc |
8 |
| Lenox Wealth Advisors, LLC |
8 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
8 |
| GeoWealth Management, LLC |
8 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
8 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
8 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
8 |
| Meiji Yasuda Asset Management Co Ltd. |
8 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
8 |
| CenterStar Fund, LLC |
8 |
| Avalon Advisors, Llc |
8 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
8 |
| Wealthfront Inc |
8 |
| One Wealth Advisors, LLC |
8 |
| Quest Partners LLC |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
8 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
8 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
8 |
| Great Lakes Advisors, Llc |
8 |
| Migdal Insurance & Financial Holdings Ltd. |
8 |
| Janney Capital Management LLC |
8 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
8 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
8 |
| Continuum Advisory, LLC |
8 |
| Cordant, Inc. |
8 |
| Gryphon Financial Partners LLC |
8 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
8 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
8 |
| Eqis Capital Management, Inc. |
8 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
8 |
| Golden State Wealth Management, LLC |
8 |
| Vestcor Inc |
8 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
8 |
| Brasada Capital Management, Lp |
8 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
8 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
8 |
| AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF |
8 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
8 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
8 |
| Handelsbanken Fonder AB |
8 |
| Allianzgi Equity & Convertible Income Fund |
8 |
| Bridgefront Capital, LLC |
8 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
8 |
| JJJ Advisors Inc. |
8 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
8 |
| Advisor Partners Ii, Llc |
8 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
8 |
| Gyon Technologies Capital Management, LP |
8 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
8 |
| Moneta Group Investment Advisors Llc |
8 |
| MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A |
8 |
| Nine Chapters Capital Management LLC |
8 |
| GHP Investment Advisors, Inc. |
8 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
8 |
| Capital Bank & Trust Co |
8 |
| Machina Capital S.a.s. |
8 |
| Treasurer of the State of North Carolina |
8 |
| Commerce Bank |
8 |
| FORA Capital, LLC |
8 |
| Westwood Holdings Group Inc |
8 |
| Colonial Trust Co / SC |
8 |
| YorkBridge Wealth Partners, LLC |
8 |
| Brighton Jones Llc |
8 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
8 |
| Confluence Wealth Services, Inc. |
8 |
| ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF |
8 |
| Whittier Trust Co Of Nevada Inc |
8 |
| Mitsubishi UFJ Trust & Banking Corp |
8 |
| IBM Retirement Fund |
8 |
| First Manhattan Co |
8 |
| Woodline Partners LP |
8 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
8 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
8 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
8 |
| Rise Advisors, LLC |
8 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
8 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
8 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
8 |
| GVIZX - GuideStone Funds - Value Equity Index Fund Investor |
8 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
8 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
8 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
8 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
8 |
| Carolinas Wealth Consulting Llc |
8 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
8 |
| CWM Advisors, LLC |
8 |
| Entropy Technologies, LP |
8 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
8 |
| BBVA USA Bancshares, Inc. |
8 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
8 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
8 |
| Toroso Investments, LLC |
8 |
| Regent Peak Wealth Advisors LLC |
8 |
| Visium Asset Management, LP |
8 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
8 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
8 |
| Financial Advocates Investment Management |
8 |
| Hemington Wealth Management |
8 |
| Utah Retirement Systems |
8 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
8 |
| Twin Tree Management, LP |
8 |
| Sound Income Strategies, LLC |
8 |
| Arkadios Wealth Advisors |
8 |
| Checchi Capital Advisers, LLC |
8 |
| Cinctive Capital Management LP |
8 |
| Beese Fulmer Investment Management, Inc. |
8 |
| Meridian Wealth Partners, LLC |
8 |
| Twinbeech Capital Lp |
8 |
| Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) |
8 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
8 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
8 |
| Mirabella Financial Services Llp |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
8 |
| Nissay Asset Management Corp /japan/ /adv |
8 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
8 |
| Salem Investment Counselors Inc |
7 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
7 |
| SOA Wealth Advisors, LLC. |
7 |
| Advisors Preferred, LLC |
7 |
| Blackrock Ltd Duration Income Trust |
7 |
| Erste Asset Management GmbH |
7 |
| Blackrock Debt Strategies Fund, Inc. |
7 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
7 |
| Janus Capital Management Llc |
7 |
| FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares |
7 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
| Forum Financial Management, LP |
7 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
7 |
| Zions Bancorporation |
7 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
7 |
| Whipplewood Advisors, LLC |
7 |
| Ubs Oconnor Llc |
7 |
| Brandywine Global Investment Management, LLC |
7 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
7 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
7 |
| Corton Capital Inc. |
7 |
| Petrus Trust Company, LTA |
7 |
| Mbb Public Markets I Llc |
7 |
| Voya Infrastructure, Industrials & Materials Fund |
7 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
7 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
7 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
7 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
7 |
| Operose Advisors LLC |
7 |
| Bryn Mawr Capital Management Inc |
7 |
| FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A |
7 |
| CenterBook Partners LP |
7 |
| Washington Trust Advisors, Inc. |
7 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
7 |
| PFG Advisors |
7 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
7 |
| Ropes Wealth Advisors Llc |
7 |
| Virtus Investment Advisers, Inc. |
7 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
7 |
| Institutional & Family Asset Management, Llc |
7 |
| South Dakota Investment Council |
7 |
| Deere & Co |
7 |
| Congress Asset Management Co /ma |
7 |
| Icon Advisers Inc/co |
7 |
| Congress Wealth Management LLC / DE / |
7 |
| Price Wealth Management, Inc. |
7 |
| Arlington Partners LLC |
7 |
| Capitolis Advisors LLC |
7 |
| EverPoint Asset Management, LLC |
7 |
| SG3 Management, LLC |
7 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
7 |
| Cerebellum GP, LLC |
7 |
| Claris Advisors, Llc / Mo / |
7 |
| Select Equity Group, L.P. |
7 |
| Money Concepts Capital Corp |
7 |
| Guggenheim Active Allocation Fund |
7 |
| BNP Paribas Investment Partners S.A. |
7 |
| SAC Capital Advisors LP |
7 |
| Sargent Bickham Lagudis LLC |
7 |
| Caldwell Securities, Inc |
7 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
7 |
| Sierra Capital LLC |
7 |
| PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. |
7 |
| Kb Financial Partners, Llc |
7 |
| Jane Street Holding, LLC |
7 |
| Fieldpoint Private Securities, LLC |
7 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
7 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
7 |
| Achmea Investment Management B.V. |
7 |
| Societe Generale |
7 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
7 |
| SpiderRock Advisors, LLC |
7 |
| Summit Global Investments |
7 |
| TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF |
7 |
| Bbva Usa |
7 |
| Glen Harbor Capital Management LLC |
7 |
| Level Four Advisory Services, Llc |
7 |
| Hanson & Doremus Investment Management |
7 |
| Jacobi Capital Management LLC |
7 |
| Etf Managers Group, Llc |
7 |
| Dai-Ichi Life Insurance Company, Ltd |
7 |
| Tfo-tdc, Llc |
7 |
| Mascoma Wealth Management LLC |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
7 |
| Maven Securities LTD |
7 |
| Harvest Fund Management Co., Ltd |
7 |
| Northwest Investment Counselors, Llc |
7 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
7 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
7 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
7 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
7 |
| Epoch Investment Partners, Inc. |
7 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
7 |
| Columbus Circle Investors |
7 |
| TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund |
7 |
| Financial Management Professionals, Inc. |
7 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
7 |
| EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A |
7 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
7 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
7 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
7 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
7 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
7 |
| Tradewinds Capital Management, LLC |
7 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
7 |
| Barrett Asset Management, LLC |
7 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
7 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
7 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
7 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
7 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
7 |
| Bp Plc |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
7 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
7 |
| Meiji Yasuda Life Insurance Co |
7 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
7 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
7 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
7 |
| CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A |
7 |
| USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF |
7 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
7 |
| VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares |
7 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
7 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
7 |
| EULAV Asset Management |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
7 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
7 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
7 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
7 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
7 |
| Rakuten Securities, Inc. |
7 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
7 |
| Ashton Thomas Private Wealth, LLC |
7 |
| FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A |
7 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
7 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
7 |
| TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF |
7 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
7 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
7 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
7 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
7 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
7 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
7 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
7 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
7 |
| Advisory Research Inc |
7 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
7 |
| Evergreen Capital Management Llc |
7 |
| Sanctuary Wealth Advisors, LLC |
7 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
7 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
7 |
| ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares |
7 |
| Williams Jones Wealth Management, LLC. |
7 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
7 |
| Avion Wealth |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
7 |
| Banque Cantonale Vaudoise |
7 |
| Perigon Wealth Management, LLC |
7 |
| CBIZ Investment Advisory Services, LLC |
7 |
| RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund |
7 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
7 |
| Pinz Capital Management, LP |
7 |
| SYNTAX ETF TRUST - Syntax Stratified MidCap ETF |
7 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
7 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
7 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
7 |
| Vestmark Advisory Solutions, Inc. |
7 |
| Comerica Securities,inc. |
7 |
| BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares |
7 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
7 |
| OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio |
7 |
| Liberty Wealth Management Llc |
7 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
7 |
| Financial Architects, Inc |
7 |
| J.w. Cole Advisors, Inc. |
7 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
7 |
| Ethic Inc. |
7 |
| Xtx Markets Llc |
7 |
| Quest Capital Management Inc /adv |
7 |
| Wealthfront Advisers Llc |
7 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
7 |
| Community Bank, N.A. |
7 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
7 |
| Tfs Capital Llc |
7 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
7 |
| BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund |
7 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
7 |
| Independent Portfolio Consultants, Inc. |
7 |
| Neo Ivy Capital Management |
7 |
| FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund |
7 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
7 |
| Asahi Life Asset Management Co., Ltd. |
7 |
| Advisor Partners Llc |
7 |
| IYJ - iSHARES TRUST - iShares U.S. Industrials ETF |
7 |
| Kilter Group LLC |
7 |
| Swedbank AB |
7 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
7 |
| Zions Bancorporation, N.A. |
7 |
| IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF |
7 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
7 |
| Townsquare Capital Llc |
7 |
| IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF |
7 |
| Banque Pictet & Cie Sa |
7 |
| IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A |
7 |
| ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF |
7 |
| FinTrust Capital Advisors, LLC |
7 |
| QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 |
7 |
| Cary Street Partner Investment Advisory Llc |
7 |
| FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund |
7 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
7 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
7 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
7 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
7 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
7 |
| Advent Capital Management /de/ |
7 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
7 |
| BI Asset Management Fondsmaeglerselskab A/S |
7 |
| Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio |
7 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
7 |
| MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class |
7 |
| Sawgrass Asset Management Llc |
7 |
| Smith Asset Management Group Lp |
7 |
| MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A |
7 |
| IMA Wealth, Inc. |
7 |
| Soros Fund Management Llc |
7 |
| Worldquant Millennium Advisors Llc |
7 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
7 |
| Redpoint Investment Management Pty Ltd |
7 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
7 |
| EntryPoint Capital, LLC |
7 |
| Marquette Asset Management, LLC |
7 |
| Integrated Wealth Concepts LLC |
7 |
| Ceredex Value Advisors LLC |
7 |
| Emerald Investment Partners, Llc |
7 |
| Royal Fund Management, LLC |
7 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
7 |
| Ardevora Asset Management LLP |
7 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
7 |
| CLARET ASSET MANAGEMENT Corp |
7 |
| Varma Mutual Pension Insurance Co |
7 |
| FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares |
7 |
| Nvwm, Llc |
7 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
7 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
7 |
| Anchor Investment Management, LLC |
7 |
| Parkwood LLC |
7 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
7 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
7 |
| Tortoise Investment Management, LLC |
7 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
7 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
7 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
7 |
| Rsm Us Wealth Management Llc |
7 |
| Virtue Capital Management, LLC |
7 |
| Avestar Capital, LLC |
7 |
| tru Independence LLC |
7 |
| Banco de Sabadell, S.A |
7 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
7 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
7 |
| West Paces Advisors Inc. |
7 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
7 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
7 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
7 |
| IndexIQ Advisors LLC |
7 |
| Truewealth Llc |
7 |
| Kaizen Advisory, Llc |
7 |
| Glenmede Investment Management, LP |
7 |
| Centaurus Financial, Inc. |
7 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
7 |
| Legacy Financial Advisors, Inc. |
7 |
| Signition Lp |
7 |
| CenterStar Asset Management, LLC |
7 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
7 |
| Vident Advisory, LLC |
7 |
| Envestnet Portfolio Solutions, Inc. |
7 |
| NewSquare Capital LLC |
7 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
7 |
| Annis Gardner Whiting Capital Advisors, LLC |
7 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
7 |
| Nbc Securities, Inc. |
7 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
7 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
7 |
| IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A |
7 |
| Binnacle Investments Inc |
7 |
| Mizuho Securities Usa Llc |
7 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
7 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
7 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
7 |
| Zurich Insurance Group Ltd/FI |
7 |
| Lsv Asset Management |
7 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
7 |
| Riggs Asset Managment Co. Inc. |
7 |
| Laffer Investments |
7 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
7 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
7 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
7 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
7 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
7 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
7 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
7 |
| Mycio Wealth Partners, Llc |
7 |
| Paradigm Asset Management Co Llc |
7 |
| CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class |
7 |
| NorthCoast Asset Management LLC |
7 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
7 |
| Horizon Investments, LLC |
7 |
| Alambic Investment Management, L.P. |
7 |
| Calamos Strategic Total Return Fund |
7 |
| Commerzbank Aktiengesellschaft /fi |
7 |
| Boston Partners |
7 |
| Winton Diversified Opportunities Fund |
7 |
| VCULX - VALIC Co I - Growth Fund |
7 |
| Savant Capital, LLC |
7 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C |
7 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
7 |
| Korea Investment CORP |
7 |
| Wells Fargo Multi-sector Income Fund |
7 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
7 |
| Blackrock Credit Allocation Income Trust |
7 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
7 |
| Private Wealth Asset Management, LLC |
7 |
| Sumitomo Mitsui Trust Holdings, Inc. |
7 |
| Zeke Capital Advisors, Llc |
7 |
| RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N |
7 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
7 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
7 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
7 |
| American National Bank |
7 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
7 |
| Foundry Partners, LLC |
7 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
7 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
7 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
7 |
| Sageworth Trust Co |
7 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series |
7 |
| Oppenheimer Quest For Value Funds |
7 |
| First Horizon Corp |
7 |
| IronBridge Capital Management LP |
7 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
7 |
| Northwest & Ethical Investments L.P. |
7 |
| Fifth Third Wealth Advisors LLC |
7 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
7 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
7 |
| FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares |
7 |
| New England Research & Management, Inc. |
7 |
| Kestra Investment Management, LLC |
7 |
| Agf Management Ltd |
7 |
| EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA |
7 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
7 |
| Axiom Investment Management LLC |
7 |
| Kistler-Tiffany Companies, LLC |
7 |
| Old Mutual Global Investors (UK) Ltd. |
7 |
| USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF |
7 |
| Fulton Bank, N.a. |
7 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
7 |
| Toth Financial Advisory Corp |
7 |
| Park Avenue Securities Llc |
7 |
| Gulf International Bank (UK) Ltd |
7 |
| Old National Bancorp /in/ |
7 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
7 |
| Cornercap Investment Counsel Inc |
7 |
| EP Wealth Advisors, Inc. |
7 |
| Intrust Bank Na |
7 |
| Jackson Creek Investment Advisors LLC |
7 |
| Oak Ridge Investments Llc |
7 |
| Kestra Advisory Services, LLC |
7 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
7 |
| Highland Capital Management Fund Advisors, L.p. |
7 |
| nVerses Capital, LLC |
7 |
| Polaris Wealth Advisory Group, LLC |
7 |
| Peak6 Llc |
7 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
7 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
7 |
| MCF Advisors LLC |
7 |
| Park Place Capital Corp |
7 |
| FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund |
7 |
| ISAM Funds (UK) Ltd |
7 |
| EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund |
7 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
7 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
7 |
| IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV |
7 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
7 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
7 |
| EAM Investors, LLC |
7 |
| Tsfg, Llc |
7 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
7 |
| Compagnie Lombard Odier SCmA |
7 |
| Cribstone Capital Management, LLC |
7 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
7 |
| Stephens Consulting, LLC |
7 |
| Livforsakringsbolaget Skandia, Omsesidigt |
7 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
7 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
7 |
| Wolff Wiese Magana Llc |
7 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
7 |
| Cookson Peirce & Co Inc |
7 |
| QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio |
7 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
7 |
| Folger Hill Asset Management LP |
7 |
| STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 |
7 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
7 |
| PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. |
7 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
7 |
| Romano Brothers And Company |
7 |
| Echo Street Capital Management LLC |
7 |
| HAP Trading, LLC |
7 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
7 |
| GPS Wealth Strategies Group, LLC |
7 |
| Freestone Capital Holdings, LLC |
7 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
7 |
| WealthTrak Capital Management LLC |
7 |
| Strategic Global Advisors, LLC |
7 |
| Sequoia Financial Advisors, LLC |
7 |
| Welch & Forbes Llc |
7 |
| Wbi Investments, Inc. |
7 |
| USS Investment Management Ltd |
7 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
7 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
7 |
| Jain Global LLC |
7 |
| Ativo Capital Management LLC |
7 |
| Vise Technologies, Inc. |
7 |
| Oppenheimer Variable Account Funds |
7 |
| Fortitude Advisory Group L.L.C. |
7 |
| Beacon Capital Management, LLC |
7 |
| Wilbanks Smith & Thomas Asset Management Llc |
7 |
| Atlantic Union Bankshares Corp |
7 |
| BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares |
7 |
| JNBA Financial Advisors |
7 |
| Pitcairn Co |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| Mn Services Vermogensbeheer B.V. |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class |
7 |
| My Personal CFO, LLC |
7 |
| Exane Derivatives |
7 |
| Parkworth Wealth Management, Inc. |
7 |
| Shapiro Robert N |
7 |
| Alpha DNA Investment Management LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
7 |
| Forsta Ap-fonden |
7 |
| Archford Capital Strategies, LLC |
7 |
| Strengthening Families & Communities, LLC |
7 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
7 |
| Standard Family Office LLC |
7 |
| Allianzgi Diversified Income & Convertible Fund |
7 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
7 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
7 |
| NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N |
7 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
7 |
| Psagot Value Holdings Ltd. / (Israel) |
7 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
7 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class |
7 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
7 |
| Numerai GP LLC |
6 |
| Denver Investment Advisors Llc |
6 |
| Sierra Ocean, Llc |
6 |
| Pinnacle Associates Ltd |
6 |
| Rockefeller Financial Services Inc |
6 |
| Dana Investment Advisors, Inc. |
6 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
6 |
| Lombard Odier Asset Management (USA) Corp |
6 |
| Calamos Global Dynamic Income Fund |
6 |
| Calamos Convertible Opportunities & Income Fund |
6 |
| PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional |
6 |
| Conning Inc. |
6 |
| Calamos Convertible & High Income Fund |
6 |
| UniSuper Management Pty Ltd |
6 |
| New America High Income Fund Inc |
6 |
| OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
6 |
| FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A |
6 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
6 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
6 |
| Clark Capital Management Group, Inc. |
6 |
| WR Wealth Planners, LLC |
6 |
| Planning Capital Management Corp |
6 |
| CGC Financial Services, LLC |
6 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
6 |
| Scopus Asset Management, L.p. |
6 |
| Taurus Asset Management, Llc |
6 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
6 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
6 |
| Symphony Asset Management Llc |
6 |
| RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A |
6 |
| DecisionPoint Financial, LLC |
6 |
| Bnc Wealth Management, Llc |
6 |
| Royce Global Value Trust, Inc. |
6 |
| SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I |
6 |
| GLG Partners LP |
6 |
| Quantum Capital Management |
6 |
| Vaughan Nelson Investment Management, L.p. |
6 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
6 |
| EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF |
6 |
| CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A |
6 |
| Colony Group, LLC |
6 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
6 |
| GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF |
6 |
| Royce Value Trust Inc |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial |
6 |
| Natixis Investment Managers International |
6 |
| GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class |
6 |
| Duncker Streett & Co Inc |
6 |
| Syon Capital Llc |
6 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
6 |
| TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S |
6 |
| MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC |
6 |
| JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I |
6 |
| Qrg Capital Management, Inc. |
6 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
6 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
6 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
6 |
| World Equity Group, Inc. |
6 |
| Clarius Group, LLC |
6 |
| NEOS Investment Management LLC |
6 |
| Allstate Investment Management Co |
6 |
| Putnam Fl Investment Management Co |
6 |
| Canandaigua National Bank & Trust Co |
6 |
| Claraphi Advisory Network, LLC |
6 |
| Meritage Portfolio Management |
6 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
6 |
| Calton & Associates, Inc. |
6 |
| Bedel Financial Consulting, Inc. |
6 |
| Cleararc Capital Inc |
6 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
6 |
| De Burlo Group Inc |
6 |
| SECOR Capital Advisors, LP |
6 |
| Core Alternative Capital |
6 |
| UXI - PROSHARES TRUST - ProShares Ultra Industrials |
6 |
| Montag A & Associates Inc |
6 |
| TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF |
6 |
| PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund |
6 |
| Tibra Equities Europe Ltd |
6 |
| Kelly Financial Services LLC |
6 |
| Motco |
6 |
| Oversea-Chinese Banking CORP Ltd |
6 |
| Icon Wealth Partners, LLC |
6 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
6 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
6 |
| Providence Capital Advisors, LLC |
6 |
| Winnow Wealth Llc |
6 |
| MANA Advisors LLC |
6 |
| Lmcg Investments, Llc |
6 |
| Essex Investment Management Co Llc |
6 |
| Lighthouse Investment Partners, LLC |
6 |
| LKBAX - LKCM Funds - LKCM Balanced Fund |
6 |
| LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF |
6 |
| Gateway Investment Advisers Llc |
6 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
6 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
6 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
6 |
| Lake Street Advisors Group, Llc |
6 |
| USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF |
6 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
6 |
| WMS Partners, LLC |
6 |
| Front Row Advisors LLC |
6 |
| Shepherd Kaplan Krochuk, Llc |
6 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
6 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
6 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
6 |
| FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio |
6 |
| GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional |
6 |
| NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A |
6 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
6 |
| Burney Co/ |
6 |
| Destination Wealth Management |
6 |
| IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF |
6 |
| M&r Capital Management Inc |
6 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
6 |
| BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A |
6 |
| Covea Finance |
6 |
| CNB Bank |
6 |
| HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class |
6 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
6 |
| McIlrath & Eck, LLC |
6 |
| Symphony Financial, Ltd. Co. |
6 |
| Chartwell Investment Partners, Llc |
6 |
| GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund |
6 |
| Picton Mahoney Asset Management |
6 |
| HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A |
6 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
6 |
| Atlas Capital Advisors Llc |
6 |
| Northern Trust Co Of Connecticut |
6 |
| People's United Financial, Inc. |
6 |
| FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund |
6 |
| Qsemble Capital Management, LP |
6 |
| FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund |
6 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
6 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
6 |
| Guinness Asset Management LTD |
6 |
| FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund |
6 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
6 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
6 |
| Greenline Partners, LLC |
6 |
| Transamerica Partners Funds Group |
6 |
| Fiera Capital Corp |
6 |
| Minichmacgregor Wealth Management, Llc |
6 |
| Allianzgi Convertible & Income Fund Ii |
6 |
| Frontier Capital Management Co Llc |
6 |
| Capital One, National Association |
6 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
6 |
| HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class |
6 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
6 |
| FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund |
6 |
| Carlson Capital L P |
6 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
6 |
| Atlantic Edge Private Wealth Management, LLC |
6 |
| Endurance Wealth Management, Inc. |
6 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
6 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
6 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
6 |
| Dubuque Bank & Trust Co |
6 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
6 |
| Kavar Capital Partners, LLC |
6 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
6 |
| Lincoln National Corp |
6 |
| Transamerica Partners Funds Group Ii |
6 |
| AIA Group Ltd |
6 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
6 |
| AIA Investment Management Private Ltd |
6 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
6 |
| Impax Asset Management Group plc |
6 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
6 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
6 |
| Nachman Norwood & Parrott, Inc |
6 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
6 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
6 |
| Pennsylvania Trust Co |
6 |
| Ellis Investment Partners, LLC |
6 |
| National Pension Service |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
6 |
| FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF |
6 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
6 |
| ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I |
6 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
6 |
| FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund |
6 |
| FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund |
6 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
6 |
| Regentatlantic Capital Llc |
6 |
| Integrated Wealth Management |
6 |
| Childress Capital Advisors, Llc |
6 |
| Royal London Asset Management Ltd |
6 |
| Fiduciary Alliance LLC |
6 |
| Enlightenment Research, LLC |
6 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
6 |
| Trustmark National Bank Trust Department |
6 |
| FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF |
6 |
| TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I |
6 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
6 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
6 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
6 |
| TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R |
6 |
| Carnegie Capital Asset Management, LLC |
6 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y |
6 |
| Robertson Stephens Wealth Management, LLC |
6 |
| Heritage Wealth Advisors |
6 |
| FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF |
6 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
6 |
| FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund |
6 |
| Apollon Wealth Management, LLC |
6 |
| LRI Investments, LLC |
6 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
6 |
| Associated Banc-corp |
6 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
6 |
| ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF |
6 |
| DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF |
6 |
| Magnus Financial Group LLC |
6 |
| PRW Wealth Management LLC |
6 |
| Diversified Trust Co |
6 |
| Athena Capital Advisors Llc |
6 |
| Weld Capital Management Llc |
6 |
| Seeyond |
6 |
| Crestline Management, LP |
6 |
| Oakworth Capital, Inc. |
6 |
| ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund |
6 |
| RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund |
6 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
6 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
6 |
| Twin Capital Management Inc |
6 |
| HighPoint Advisor Group LLC |
6 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
6 |
| GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A |
6 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| Salomon & Ludwin, LLC |
6 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
6 |
| Strategic Blueprint, LLC |
6 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
6 |
| TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. |
6 |
| I.g. Investment Management, Ltd. |
6 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
6 |
| PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund |
6 |
| Allianzgi Convertible & Income Fund |
6 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
6 |
| Center for Financial Planning, Inc. |
6 |
| Qtron Investments LLC |
6 |
| Osborn Rohs Williams & Donohoe Ltd |
6 |
| Bellevue Asset Management, Llc |
6 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
6 |
| SHRT - Tidal ETF Trust - Gotham Short Strategies ETF |
6 |
| Albion Financial Group /ut |
6 |
| Princeton Global Asset Management LLC |
6 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
6 |
| Brewin Dolphin Ltd |
6 |
| Transamerica Financial Advisors, Inc. |
6 |
| Colony Group Llc |
6 |
| Fiduciary Trust Co |
6 |
| Column Capital Advisors, LLC |
6 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
6 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio |
6 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
6 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
6 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
6 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
6 |
| Sentinel Asset Management, Inc. |
6 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio |
6 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
| Schechter Investment Advisors, LLC |
6 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
6 |
| Industrial Alliance Investment Management Inc. |
6 |
| BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional |
6 |
| Your Advocates Ltd., LLP |
6 |
| WealthStone, Inc. |
6 |
| Coastal Investment Advisors, Inc. |
6 |
| Benjamin Edwards Inc |
6 |
| TRFM - ETF Series Solutions - AAM Transformers ETF |
6 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
6 |
| Aureus Asset Management, LLC |
6 |
| MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A |
6 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
6 |
| Weaver Consulting Group |
6 |
| PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. |
6 |
| Arden Trust Co |
6 |
| Resona Asset Management Co.,Ltd. |
6 |
| B. Metzler seel. Sohn & Co. Holding AG |
6 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
6 |
| BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
6 |
| Financial Network Wealth Advisors LLC |
6 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
6 |
| Pinnacle Financial Partners Inc |
6 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
6 |
| Aaron Wealth Advisors LLC |
6 |
| Gupta Wealth Management LLC |
6 |
| Profunds - Profund Vp Industrials |
6 |
| Osterweis Capital Management Inc |
6 |
| Sentry Investment Management Llc |
6 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
6 |
| Metis Global Partners, LLC |
6 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
6 |
| Campbell Multi-strategy Trust |
6 |
| Venture Visionary Partners LLC |
6 |
| Robeco Schweiz AG |
6 |
| NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF |
6 |
| Ilmarinen Mutual Pension Insurance Co |
6 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
6 |
| Cantor Fitzgerald, L. P. |
6 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
6 |
| NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF |
6 |
| NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF |
6 |
| Crestwood Advisors Group LLC |
6 |
| Oliver Lagore Vanvalin Investment Group |
6 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
6 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
6 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
6 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
6 |
| REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E |
6 |
| TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund |
6 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
6 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
6 |
| TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class |
6 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
6 |
| General Motors Investment Management Corp |
6 |
| TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class |
6 |
| T. Rowe Price Investment Management, Inc. |
6 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
6 |
| Emerald Advisers, Llc |
6 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
6 |
| Perpetual Ltd |
6 |
| Turner Investments, L.p. |
6 |
| CCMG - EA Series Trust - CCM Global Equity ETF |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) |
6 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I |
6 |
| SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 |
6 |
| Golden State Equity Partners |
6 |
| Calamos Wealth Management LLC |
6 |
| Wetzel Investment Advisors, Inc. |
6 |
| Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) |
6 |
| DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class |
6 |
| Capital Asset Advisory Services LLC |
6 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
6 |
| B. Metzler seel. Sohn & Co. AG |
6 |
| Evercore Wealth Management, LLC |
6 |
| JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF |
6 |
| Kornitzer Capital Management Inc /ks |
6 |
| Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) |
6 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
6 |
| CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund |
6 |
| American Capital Advisory, LLC |
6 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
6 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
6 |
| Brighthouse Funds Trust II - MFS Total Return Portfolio Class A |
6 |
| Kovitz Investment Group Partners, LLC |
6 |
| Castleark Management Llc |
6 |
| Ruggie Capital Group |
6 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
6 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
6 |
| NOCBX - Northern Funds - Northern Core Bond Fund |
6 |
| Covington Capital Management |
6 |
| Nuveen Core Equity Alpha Fund |
6 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
6 |
| Redmond Asset Management, LLC |
6 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
6 |
| NOFIX - Northern Funds - Northern Fixed Income Fund |
6 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
6 |
| Opal Wealth Advisors, LLC |
6 |
| Highline Wealth Partners Llc |
6 |
| TCTC Holdings, LLC |
6 |
| Boston Private Bank & Trust Co |
6 |
| LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y |
6 |
| SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund |
6 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
6 |
| PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P |
6 |
| Clear Harbor Asset Management, LLC |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares |
6 |
| RHJ International SA |
6 |
| GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A |
6 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
6 |
| Elequin Capital Lp |
6 |
| ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio |
6 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
6 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
6 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
6 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
6 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
6 |
| Equitec Specialists, Llc |
6 |
| VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A |
6 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
6 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
6 |
| IDPIX - Profunds - Industrials Ultrasector Profund Investor Class |
6 |
| DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A |
6 |
| E. Ohman J:or Asset Management AB |
6 |
| Ironbridge Funds, Inc. |
6 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
6 |
| FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF |
6 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class |
6 |
| TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F |
6 |
| Alpha Paradigm Partners, LLC |
6 |
| Bahl & Gaynor Inc |
6 |
| Inspire Advisors, LLC |
6 |
| Credential Qtrade Securities Inc. |
6 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund |
6 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
6 |
| FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A |
6 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
6 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
6 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
6 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
6 |
| Saturna Capital CORP |
6 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
6 |
| Bare Financial Services, Inc |
6 |
| GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional |
6 |
| PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares |
6 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
6 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
6 |
| YHB Investment Advisors, Inc. |
6 |
| Clean Yield Group |
6 |
| FNY Managed Accounts LLC |
6 |
| SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
6 |
| MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class |
6 |
| HB Wealth Management, LLC |
6 |
| TRUE Private Wealth Advisors |
6 |
| Santa Fe Partners LLC |
6 |
| Capital Investment Advisory Services, LLC |
6 |
| First Allied Advisory Services, Inc. |
6 |
| NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares |
6 |
| Grove Bank & Trust |
6 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
6 |
| First Capital Advisors Group, LLC. |
6 |
| Boston Trust Walden Corp |
6 |
| VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF |
6 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
6 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A |
6 |
| FNY Partners Fund LP |
6 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
6 |
| Generali Asset Management SPA SGR |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB |
6 |
| Shellback Capital, LP |
6 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
6 |
| Virtus Alternative Investment Advisers, Inc. |
6 |
| AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
6 |
| Prescott Group Capital Management, L.l.c. |
6 |
| HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I |
6 |
| Banco Santander, S.A. |
6 |
| Accurate Wealth Management, LLC |
6 |
| Moloney Securities Asset Management, LLC |
6 |
| Dorsey & Whitney Trust CO LLC |
6 |
| StoneX Group Inc. |
6 |
| Moisand Fitzgerald Tamayo, LLC |
6 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
| THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A |
6 |
| Well Done, LLC |
6 |
| Mizuho Trust & Banking Co., Ltd. |
6 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
6 |
| Advisor Resource Council |
6 |
| TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF |
6 |
| Eagle Bay Advisors LLC |
6 |
| Wilmington Funds Management Corp |
6 |
| IFM Investors Pty Ltd |
6 |
| Bellwether Investment Group, LLC |
6 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
6 |
| Renaissance Group Llc |
6 |
| USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares |
6 |
| R Squared Ltd |
6 |
| Financial Counselors Inc |
6 |
| Heritage Wealth Management, Llc |
6 |
| MARSHALL WACE ASIA Ltd |
6 |
| Resolute Advisors LLC |
6 |
| Sittner & Nelson, Llc |
6 |
| Man Investments Ltd |
6 |
| Interval Partners, LP |
6 |
| Sei Trust Co |
6 |
| LGT Group Foundation |
6 |
| Amerivest Investment Management LLC |
6 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
6 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
6 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
6 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
6 |
| TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A |
6 |
| Colonial Trust Advisors |
6 |
| Chilton Capital Management Llc |
6 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
6 |
| GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III |
6 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| Spot Trading L.l.c. |
6 |
| BDO Wealth Advisors, LLC |
6 |
| Phoenix Holdings Ltd. |
6 |
| Placemark Investments, Inc. |
6 |
| Sumitomo Life Insurance Co |
6 |
| V-Square Quantitative Management LLC |
6 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
6 |
| DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF |
6 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
6 |
| ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A |
6 |
| Bayforest Capital Ltd |
6 |
| Perkins Coie Trust Co |
6 |
| DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
6 |
| SpiderRock Trading LLC |
6 |
| PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF |
6 |
| CHICAGO TRUST Co NA |
6 |
| Country Trust Bank |
6 |
| Cullinan Associates Inc |
6 |
| CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund |
6 |
| Denali Advisors Llc |
6 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
6 |
| JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A |
6 |
| DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF |
6 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
6 |
| Global Income Builder Portfolio - Global Income Builder Portfolio |
6 |
| NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class |
6 |
| FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund |
6 |
| Irish Life Investment Managers Ltd. |
6 |
| Synergy Investment Management, LLC |
6 |
| Ferris Capital, Llc |
6 |
| Brookstone Capital Management |
6 |
| PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares |
6 |
| Wedmont Private Capital |
6 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
6 |
| Resources Investment Advisors, LLC. |
6 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
6 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA |
6 |
| Wetherby Asset Management Inc |
6 |
| BerganKDV Wealth Management, LLC |
6 |
| Geneva Capital Management Llc |
6 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
6 |
| Barnett & Company, Inc. |
6 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
6 |
| Cca Investments Trust |
6 |
| ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I |
6 |
| Fieldview Capital Management, LLC |
6 |
| GW&K Investment Management, LLC |
6 |
| Railway Pension Investments Ltd |
6 |
| Advent Claymore Convertible Securities & Income Fund |
6 |
| VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares |
6 |
| TrimTabs Asset Management, LLC |
6 |
| Amplius Wealth Advisors, LLC |
6 |
| Buffington Mohr McNeal |
6 |
| Modera Wealth Management, LLC |
6 |
| Callan Family Office, LLC |
6 |
| DnB Asset Management AS |
6 |
| Sigma Planning Corp |
6 |
| Eastern Bank |
6 |
| Krilogy Financial LLC |
6 |
| Johnson Investment Counsel Inc |
6 |
| Nfj Investment Group, Llc |
6 |
| SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF |
6 |
| PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. |
6 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
6 |
| Estabrook Capital Management |
6 |
| THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A |
6 |
| CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF |
6 |
| Integral Derivatives, LLC |
6 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund |
6 |
| EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB |
6 |
| Df Dent & Co Inc |
6 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
6 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
6 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
6 |
| Banque Transatlantique SA |
6 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
6 |
| ORG Partners LLC |
6 |
| Guardian Life Insurance Co Of America |
6 |
| Compass Wealth Management LLC |
6 |
| Williams Jones & Associates LLC |
6 |
| Sensato Investors LLC |
6 |
| MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A |
6 |
| Ogorek Anthony Joseph /ny/ /adv |
6 |
| PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. |
6 |
| Wexford Capital Lp |
6 |
| Desjardins Global Asset Management Inc. |
6 |
| Hanseatic Management Services Inc |
6 |
| Peapack Gladstone Financial Corp |
6 |
| Waddell & Reed Financial Inc |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
6 |
| EA Series Trust |
6 |
| Cherry Tree Wealth Management, LLC |
6 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
6 |
| Logan Capital Management Inc |
6 |
| Cantab Capital Partners LLP |
6 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I |
6 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
6 |
| Meeder Advisory Services, Inc. |
6 |
| Kestra Private Wealth Services, Llc |
6 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
6 |
| OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio |
6 |
| Kingswood Wealth Advisors, Llc |
6 |
| iA Global Asset Management Inc. |
6 |
| VCBCX - VALIC Co I - Blue Chip Growth Fund |
6 |
| Abound Wealth Management |
6 |
| Newfound Research LLC |
6 |
| NewEdge Wealth, LLC |
6 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
6 |
| BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF |
6 |
| MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I |
6 |
| Waldron Private Wealth LLC |
5 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
5 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class |
5 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
5 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
5 |
| SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF |
5 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
5 |
| Teton Advisors, Inc. |
5 |
| Plato Investment Management Ltd |
5 |
| Catalytic Wealth RIA, LLC |
5 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
5 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service |
5 |
| Cranbrook Wealth Management, LLC |
5 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
5 |
| Vantage Investment Advisors, LLC |
5 |
| Family Firm, Inc. |
5 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
5 |
| Mark Sheptoff Financial Planning, Llc |
5 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
5 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
5 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
5 |
| FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund |
5 |
| Investment Counselors Of Maryland Llc |
5 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
5 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
5 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
5 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A |
5 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
5 |
| PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class |
5 |
| Wesbanco Bank Inc |
5 |
| PENN SERIES FUNDS INC - Index 500 Fund |
5 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
5 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
5 |
| USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
5 |
| Connable Office Inc |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I |
5 |
| BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio |
5 |
| Cooper Investors Pty Ltd |
5 |
| DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF |
5 |
| Frazier Financial Advisors, LLC |
5 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
5 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
5 |
| Deltec Asset Management Llc |
5 |
| AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N |
5 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
5 |
| Wcm Investment Management, Llc |
5 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
5 |
| Burt Wealth Advisors |
5 |
| Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A |
5 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
5 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A |
5 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
5 |
| Savior LLC |
5 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
5 |
| IVE - iSHARES TRUST - iShares S&P 500 Value ETF |
5 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
5 |
| HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia |
5 |
| Washington Capital Management Inc |
5 |
| Global X Management CO LLC |
5 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
5 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
5 |
| PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
5 |
| MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class |
5 |
| Scout Investments, Inc. |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class |
5 |
| 55i, Llc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
5 |
| OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund |
5 |
| AHIVX - American Century Investment Trust - High Income Fund Investor Class |
5 |
| Atwood & Palmer Inc |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R |
5 |
| AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I |
5 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 |
5 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
5 |
| PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF |
5 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
5 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
5 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
5 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
5 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
5 |
| MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class |
5 |
| MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class |
5 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
5 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
| SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF |
5 |
| Waratah Capital Advisors Ltd. |
5 |
| PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 |
5 |
| RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
5 |
| AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A |
5 |
| Sun Life Financial Inc |
5 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
5 |
| BLPIX - Profunds - Bull Profund Investor Class |
5 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 |
5 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares |
5 |
| Unique Wealth Strategies, LLC |
5 |
| LVPIX - Profunds - Large-cap Value Profund Investor Class |
5 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
5 |
| Gilliland Jeter Wealth Management LLC |
5 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
5 |
| GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A |
5 |
| PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P |
5 |
| PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares |
5 |
| Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust |
5 |
| Haverford Trust Co |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
5 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
5 |
| Hallmark Capital Management Inc |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
5 |
| EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
5 |
| Perella Weinberg Partners Capital Management LP |
5 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
5 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
5 |
| NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio |
5 |
| SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 |
5 |
| FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A |
5 |
| FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A |
5 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
5 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
5 |
| PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A |
5 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
5 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
5 |
| PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF |
5 |
| Wright Investors Service Inc |
5 |
| TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class |
5 |
| TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class |
5 |
| GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class |
5 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
5 |
| GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class |
5 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
5 |
| NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF |
5 |
| DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A |
5 |
| NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF |
5 |
| IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A |
5 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
5 |
| Profunds - Profund Vp Small-cap |
5 |
| Profunds - Profund Vp Large-cap Value |
5 |
| Profunds - Profund Vp Large-cap Growth |
5 |
| Profunds - Profund Vp Ultrasmall-cap |
5 |
| Profunds - Profund Vp Bull |
5 |
| Profunds - Profund Vp Ultrabull |
5 |
| PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A |
5 |
| 111 Capital |
5 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
5 |
| Ballentine Partners, LLC |
5 |
| SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares |
5 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
5 |
| SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares |
5 |
| VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A |
5 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
5 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
5 |
| Turtle Creek Wealth Advisors, LLC |
5 |
| OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio |
5 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
5 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
| BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares |
5 |
| PGGM Investments |
5 |
| Lansforsakringar Fondforvaltning AB (publ) |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
5 |
| SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 |
5 |
| CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
5 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
5 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
5 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
5 |
| CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares |
5 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
5 |
| LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
5 |
| SCIU - Global X Funds - Global X Scientific Beta US ETF |
5 |
| North Point Portfolio Managers Corp/oh |
5 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
5 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
5 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
5 |
| WestEnd Advisors, LLC |
5 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
5 |
| EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A |
5 |
| GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF |
5 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
5 |
| IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF |
5 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
5 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
5 |
| Alta Advisers Ltd |
5 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
5 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
5 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
5 |
| Joel Isaacson & Co., LLC |
5 |
| DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF |
5 |
| FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund |
5 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
5 |
| HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class |
5 |
| BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares |
5 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
5 |
| AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class |
5 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
5 |
| ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF |
5 |
| IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF |
5 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
5 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
5 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
5 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
5 |
| DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS |
5 |
| DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A |
5 |
| Dogwood Wealth Management LLC |
5 |
| Trust Point Inc. |
5 |
| FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund |
5 |
| FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund |
5 |
| SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund |
5 |
| CPI - IndexIQ ETF Trust - IQ Real Return ETF |
5 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
5 |
| FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund |
5 |
| FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund |
5 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
5 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
5 |
| Valued Wealth Advisors LLC |
5 |
| HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I |
5 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
5 |
| Kingdon Capital Management, L.l.c. |
5 |
| GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional |
5 |
| JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF |
5 |
| WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares |
5 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
5 |
| TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class |
5 |
| FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A |
5 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
5 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
5 |
| Coatue Management Llc |
5 |
| Bridges Investment Management Inc |
5 |
| United Community Bank |
5 |
| Financiere des Professionnels - Fonds d,investissement inc. |
5 |
| Mpwm Advisory Solutions, Llc |
5 |
| Kanaly Trust Co |
5 |
| Arlington Trust Co LLC |
5 |
| Brookside Capital Management Llc |
5 |
| Needham Investment Management Llc |
5 |
| Cape Investment Advisory, Inc. |
5 |
| DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF |
5 |
| HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF |
5 |
| Mount Lucas Management LP |
5 |
| FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund |
5 |
| Allen Investment Management LLC |
5 |
| HighVista Strategies LLC |
5 |
| Dunhill Financial, LLC |
5 |
| CI Global Investments Inc. |
5 |
| Buckingham Strategic Wealth, Llc |
5 |
| TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF |
5 |
| TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF |
5 |
| Davy Global Fund Management Ltd |
5 |
| Hotchkis & Wiley Capital Management Llc |
5 |
| Parnassus Investments /ca |
5 |
| TradeLink Capital LLC |
5 |
| Gofen & Glossberg Llc /il/ |
5 |
| Hussman Strategic Advisors, Inc. |
5 |
| AlphaMark Advisors, LLC |
5 |
| Hudock, Inc. |
5 |
| Flossbach Von Storch Ag |
5 |
| AMF Pensionsforsakring AB |
5 |
| VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund |
5 |
| XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF |
5 |
| Hartford Financial Management Inc. |
5 |
| Atomi Financial Group, Inc. |
5 |
| Hexavest Inc. |
5 |
| KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF |
5 |
| SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A |
5 |
| Cumberland Partners Ltd |
5 |
| Marshall & Sterling Wealth Advisors Inc. |
5 |
| VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio |
5 |
| Appleton Partners Inc/ma |
5 |
| Waverton Investment Management Ltd |
5 |
| 1st Global Advisors, Inc. |
5 |
| Shinko Asset Management Co., Ltd. |
5 |
| Neville Rodie & Shaw Inc |
5 |
| Orrstown Financial Services Inc |
5 |
| PCA Investment Advisory Services Inc. |
5 |
| Ofi Invest Asset Management |
5 |
| Brown Shipley& Co Ltd |
5 |
| Dynamic Advisor Solutions LLC |
5 |
| Malaga Cove Capital, LLC |
5 |
| Vinva Investment Management Ltd |
5 |
| Avalon Trust Co |
5 |
| First American Bank |
5 |
| AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF |
5 |
| Tucker Asset Management Llc |
5 |
| Three Peaks Capital Management, LLC |
5 |
| First Financial Corp /in/ |
5 |
| Webster Bank, N. A. |
5 |
| SRB Corp |
5 |
| ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF |
5 |
| Telemus Capital, Llc |
5 |
| First PREMIER Bank |
5 |
| Thb Asset Management |
5 |
| Cm Wealth Advisors Llc |
5 |
| Stephens Investment Management Group LLC |
5 |
| GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF |
5 |
| RVRB - ADVISORS SERIES TRUST - Reverb ETF |
5 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
5 |
| Pensionfund DSM Netherlands |
5 |
| COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF |
5 |
| Stock Yards Bank & Trust Co |
5 |
| Mufg Securities Americas Inc. |
5 |
| J. Goldman & Co LP |
5 |
| Monashee Investment Management LLC |
5 |
| Ruedi Wealth Management, Inc. |
5 |
| Voya Financial Advisors, Inc. |
5 |
| Beacon Investment Advisory Services, Inc. |
5 |
| Applied Finance Capital Management, LLC |
5 |
| Kcm Investment Advisors Llc |
5 |
| SageView Advisory Group, LLC |
5 |
| Mill Creek Capital Advisors, LLC |
5 |
| Readystate Asset Management Lp |
5 |
| BBT Capital Management, LLC |
5 |
| ACG Wealth |
5 |
| Tiger Eye Capital LLC |
5 |
| Oarsman Capital, Inc. |
5 |
| Systematic Financial Management Lp |
5 |
| Norinchukin Bank, The |
5 |
| Nicholas Company, Inc. |
5 |
| LGT Financial Advisors LLC |
5 |
| Farringdon Capital, Ltd. |
5 |
| Greenland Capital Management LP |
5 |
| Alexandria Capital, LLC |
5 |
| Ironwood Financial, llc |
5 |
| Artemis Investment Management LLP |
5 |
| Argent Trust Co |
5 |
| Arrow Financial Corp |
5 |
| Valley National Advisers Inc |
5 |
| Amica Mutual Insurance Co |
5 |
| Ferguson Wellman Capital Management, Inc |
5 |
| Canada Post Corp Registered Pension Plan |
5 |
| Bremer Trust National Association |
5 |
| Westfield Capital Management Co Lp |
5 |
| Amica Retiree Medical Trust |
5 |
| Bleakley Financial Group, LLC |
5 |
| John G Ullman & Associates Inc |
5 |
| Belvedere Trading LLC |
5 |
| Mendota Financial Group, LLC |
5 |
| Redwood Wealth Management Group, LLC |
5 |
| SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF |
5 |
| Harding Loevner Lp |
5 |
| RFP Financial Group LLC |
5 |
| Fidelis Capital Partners, LLC |
5 |
| Trifecta Capital Advisors, LLC |
5 |
| Weaver C. Barksdale & Associates, Inc. |
5 |
| James Investment Research Inc |
5 |
| Usca Ria Llc |
5 |
| Capital Guardian Trust Co |
5 |
| Koch Industries Inc |
5 |
| Anderson Hoagland & Co |
5 |
| Navellier & Associates Inc |
5 |
| STRV - EA Series Trust - Strive 500 ETF |
5 |
| AlphaOne Investment Services, LLC |
5 |
| Kentucky Retirement Systems Insurance Trust Fund |
5 |
| Czech National Bank |
5 |
| SHP ETF Trust - NEOS S&P 500(R) High Income ETF |
5 |
| Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy |
5 |
| Peregrine Asset Advisers, Inc. |
5 |
| BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund |
5 |
| Richard Bernstein Advisors LLC |
5 |
| FSM Wealth Advisors, LLC |
5 |
| Bryce Point Capital, LLC |
5 |
| Apriem Advisors |
5 |
| Warren Averett Asset Management, LLC |
5 |
| Tuttle Tactical Management LLC |
5 |
| Mendel Money Management |
5 |
| GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A |
5 |
| NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF |
5 |
| Heritage Financial Services, LLC |
5 |
| Vanguard Whitehall Funds |
5 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
5 |
| Gabelli Equity Series Funds Inc |
5 |
| Meitav Dash Investments Ltd |
5 |
| Foresters Investment Management Company, Inc. |
5 |
| Saudi Central Bank |
5 |
| Beaird Harris Wealth Management, LLC |
5 |
| Sandler Capital Management |
5 |
| Baader Bank INC |
5 |
| Cornerstone Advisory, LLC |
5 |
| 1620 Investment Advisors, Inc. |
5 |
| Laurel Wealth Advisors, Inc. |
5 |
| Resurgent Financial Advisors LLC |
5 |
| Handelsinvest Investeringsforvaltning |
5 |
| Fund Management at Engine No. 1 LLC |
5 |
| Ramsey Quantitative Systems |
5 |
| Horan Securities, Inc. |
5 |
| Old Second National Bank Of Aurora |
5 |
| High Net Worth Advisory Group LLC |
5 |
| GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF |
5 |
| Gerber Kawasaki Wealth & Investment Management |
5 |
| NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF |
5 |
| Safeguard Financial, LLC |
5 |
| New England Securities Corp /MA/ |
5 |
| Householder Group Estate & Retirement Specialist, LLC |
5 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
5 |
| Spring Creek Capital Llc |
5 |
| National Planning Corp |
5 |
| CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares |
5 |
| NorthRock Partners, LLC |
5 |
| Howard Hughes Medical Institute |
5 |
| Atlanta Capital Management Co L L C |
5 |
| Institute for Wealth Management, LLC. |
5 |
| Simplicity Wealth,LLC |
5 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
| Integrated Investment Consultants, LLC |
5 |
| Pinkerton Retirement Specialists, LLC |
5 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
5 |
| Tcw Group Inc |
5 |
| Mystic Asset Management, Inc. |
5 |
| Jabre Capital Partners S.A. |
5 |
| Capital International Sarl |
5 |
| Polar Capital LLP |
5 |
| Absolute Return Capital, LLC |
5 |
| Signet Financial Management, Llc |
5 |
| Journey Strategic Wealth Llc |
5 |
| Tran Capital Management, L.p. |
5 |
| Ratan Capital Management LP |
5 |
| Ajo, Lp |
5 |
| Red Tortoise LLC |
5 |
| Roosevelt Investment Group Llc |
5 |
| Rampart Investment Management Company, LLC |
5 |
| First National Bank Of Omaha |
5 |
| Buckingham Strategic Partners |
5 |
| Bluestein R H & Co |
5 |
| Gardner Lewis Asset Management L P |
5 |
| Dai-ichi Life Holdings, Inc. |
5 |
| TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF |
5 |
| Nations Financial Group Inc, /ia/ /adv |
5 |
| Foster Dykema Cabot & Co Inc/ma |
5 |
| Retirement Planning Co of New England, Inc. |
5 |
| Cannell Peter B & Co Inc |
5 |
| Olstein Capital Management, L.P. |
5 |
| Harbor Capital Advisors, Inc. |
5 |
| DRW Securities, LLC |
5 |
| Missouri Trust & Investment Co |
5 |
| Goodman Advisory Group, LLC |
5 |
| Jag Capital Management, Llc |
5 |
| Dixon Hughes Goodman Wealth Advisors LLC |
5 |
| ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund |
5 |
| Lebenthal Asset Management, LLC |
5 |
| Carmel Capital Partners, LLC |
5 |
| Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF |
5 |
| Index Management Solutions, LLC |
5 |
| Baird Robert W & Co Inc /wi/ |
5 |
| BlueCrest Capital Management LLP |
5 |
| XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF |
5 |
| XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF |
5 |
| XTR - Global X Funds - Global X S&P 500 Tail Risk ETF |
5 |
| Heck Capital Advisors, LLC |
5 |
| Qs Batterymarch Financial Management, Inc |
5 |
| NuWave Investment Management, LLC |
5 |
| Harwood Advisory Group, LLC |
5 |
| South Texas Money Management Ltd |
5 |
| Ibex Wealth Advisors |
5 |
| BlackRock ESG Capital Allocation Trust |
5 |
| Kepos Capital LP |
5 |
| Corient Capital Partners, LLC |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares |
5 |
| TimesSquare Capital Management, LLC |
5 |
| Norway Savings Bank |
5 |
| First Command Bank |
5 |
| First Command Financial Services, Inc. |
5 |
| Chiron Investment Management, LLC |
5 |
| Bank Of Nova Scotia Trust Co |
5 |
| QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF |
5 |
| Pier 88 Investment Partners Llc |
5 |
| McElhenny Sheffield Capital Management, LLC |
5 |
| TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
5 |
| QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF |
5 |
| Glenview Trust Co |
5 |
| Arrow Investments Trust - Arrow Reverse Cap 500 ETF |
5 |
| STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class |
5 |
| Oribel Capital Management, LP |
5 |
| Adviser Investments LLC |
5 |
| Total Investment Management Inc |
5 |
| XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF |
5 |
| SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund |
5 |
| VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF |
5 |
| PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF |
5 |
| Tyers Asset Management LLC |
5 |
| Neuburgh Advisers LLC |
5 |
| OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio |
5 |
| Intrinsic Edge Capital Management LLC |
5 |
| VVMCX - VALIC Co I - Mid Cap Value Fund |
5 |
| VSRDX - VALIC Co I - U.S. Socially Responsible Fund |
5 |
| Fortis Advisors, LLC |
5 |
| Third Point LLC |
5 |
| Omnia Family Wealth, LLC |
5 |
| Pinnacle Bancorp, Inc. |
5 |
| Ridgewood Investments LLC |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB |
5 |
| Sageworth Trust Co of South Dakota |
5 |
| Siemens Fonds Invest GmbH |
5 |
| Israel Discount Bank of New York |
5 |
| Westside Investment Management, Inc. |
5 |
| Circle Wealth Management, LLC |
5 |
| Gilbert & Cook, Inc. |
5 |
| Ahrens Investment Partners LLC |
5 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
5 |
| Mesirow Financial Investment Management, Inc. |
5 |
| MPS Loria Financial Planners, LLC |
5 |
| Girard Partners Ltd. |
5 |
| Edge Advisors, Llc |
5 |
| Sompo Japan Nipponkoa Asset Management Co.,ltd. |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| Gitterman Wealth Management, LLC |
5 |
| Wilmington Trust Co |
5 |
| Connectus Wealth, LLC |
5 |
| IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares |
5 |
| AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A |
5 |
| ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF |
5 |
| Van Den Berg Management I, Inc |
5 |
| LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF |
5 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
5 |
| Systematic Alpha Investments, LLC |
5 |
| CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund |
5 |
| SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF |
5 |
| LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
5 |
| SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF |
5 |
| IronBridge Private Wealth, LLC |
5 |
| MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF |
5 |
| Curi Wealth Management, LLC |
5 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
5 |
| VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V |
5 |
| Diamond Hill Capital Management Inc |
5 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
5 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
5 |
| GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares |
5 |
| Onefund, Llc |
5 |
| Freedman Financial Associates, Inc. |
5 |
| Investment Management Corp of Ontario |
5 |
| Ag2r La Mondiale Gestion D'actifs |
5 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
5 |
| Interchange Capital Partners, LLC |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
5 |
| Value Line Centurion Fund Inc - Value Line Centurion Fund Inc |
5 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
| Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF |
5 |
| Alpine Bank Wealth Management |
5 |
| DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A |
5 |
| Polar Capital Holdings Plc |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
5 |
| Charter Oak Capital Management, LLC |
5 |
| Mach-1 Financial Group, Inc. |
5 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) |
5 |
| CFS Investment Advisory Services, LLC |
5 |
| Symmetry Investments LP |
5 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
5 |
| VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class |
5 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
5 |
| Vanguard Specialized Funds |
5 |
| Vanguard Horizon Funds |
5 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. |
5 |
| E Fund Management Co., Ltd. |
5 |
| PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. |
5 |
| Addison Advisors LLC |
5 |
| American Funds Insurance Series |
5 |
| Vanguard Explorer Fund |
5 |
| High Note Wealth, LLC |
5 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
5 |
| Bellwether Advisors, LLC |
5 |
| AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A |
5 |
| GoalVest Advisory LLC |
5 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
| Aberdeen Asset Management Plc/uk |
5 |
| Mjp Associates Inc /adv |
5 |
| JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF |
5 |
| IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV |
5 |
| FEDERATED CORE TRUST - High Yield Bond Portfolio |
5 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
5 |
| ACVF - ETF Opportunities Trust - American Conservative Values ETF |
5 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
5 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
5 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
5 |
| Net Worth Advisory Group |
5 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
5 |
| Transamerica Partners Portfolios |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
5 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
5 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
5 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
5 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
5 |
| LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A |
5 |
| Chesley Taft & Associates LLC |
5 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
5 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
5 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF |
5 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
5 |
| Royce Micro-cap Trust, Inc /md/ |
5 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
5 |
| Bluefin Capital Management, Llc |
5 |
| Ten Capital Wealth Advisors, LLC |
5 |
| Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund |
5 |
| Herndon Capital Management Llc |
5 |
| Horizon Financial Services, Llc |
5 |
| Founders Financial Alliance, LLC |
5 |
| Columbia Partners L L C Investment Management |
5 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
5 |
| Delaware Enhanced Global Dividend & Income Fund |
5 |
| Guggenheim Strategic Opportunities Fund |
5 |
| RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF |
5 |
| Caxton Associates Llp |
5 |
| SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund |
5 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
5 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
5 |
| Pnc Funds |
5 |
| Global X Funds |
5 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
5 |
| EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund |
5 |
| TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund |
5 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF |
5 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
5 |
| Oppenheimer Global Multi-asset Growth Fund |
5 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
5 |
| VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A |
5 |
| Advisor OS, LLC |
5 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
5 |
| PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares |
5 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
5 |
| Douglass Winthrop Advisors, LLC |
5 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
| BOK Financial Private Wealth, Inc. |
5 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
5 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
5 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
5 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
| AMG National Trust Bank |
5 |
| Brown Advisory Securities, LLC |
5 |
| AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A |
5 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
5 |
| Blackrock Multi-sector Income Trust |
5 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I |
5 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
5 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
5 |
| Wells Fargo Global Dividend Opportunity Fund |
5 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
5 |
| Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund |
5 |
| Bradley Foster & Sargent Inc/ct |
5 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
5 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
5 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
5 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
5 |
| Calamos Dynamic Convertible & Income Fund |
5 |
| TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A |
5 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
5 |
| GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF |
5 |
| SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF |
5 |
| Evermay Wealth Management Llc |
5 |
| RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional |
5 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
5 |
| SFY - Tidal ETF Trust - SoFi Select 500 ETF |
5 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
5 |
| FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund |
5 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
5 |
| Rakuten Investment Management, Inc. |
5 |
| Vanguard Morgan Growth Fund |
5 |
| Canandaigua National Corp |
5 |
| PTL - Northern Lights Fund Trust IV - Inspire 500 ETF |
5 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
5 |
| FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares |
5 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
5 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
5 |
| TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF |
5 |
| LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund |
5 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
5 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
5 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
5 |
| Ab Pooling Portfolios |
5 |
| BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF |
5 |
| Capstone Series Fund Inc |
5 |
| NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares |
5 |
| Carmichael Hill & Associates, Inc. |
5 |
| Independence Bank of Kentucky |
5 |
| Holistic Financial Partners |
5 |
| Mutual Advisors, LLC |
5 |
| Carillon Tower Advisers, Inc. |
5 |
| RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF |
5 |
| Global X Japan Co., Ltd. |
5 |
| Alphasimplex Group, Llc |
5 |
| 180 Wealth Advisors, Llc |
5 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
5 |
| LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares |
5 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
5 |
| Brown, Lisle/cummings, Inc. |
5 |
| First Command Advisory Services, Inc. |
5 |
| Diametric Capital, LP |
5 |
| Walled Lake Planning & Wealth Management, Llc |
5 |
| Copeland Capital Management, LLC |
5 |
| Prime Capital Investment Advisors, LLC |
5 |
| Bollard Group LLC |
5 |
| Rosenberg Matthew Hamilton |
5 |
| Wagner Wealth Management, Llc |
5 |
| Certified Advisory Corp |
5 |
| Advisory Alpha, LLC |
5 |
| Marino, Stram & Associates Llc |
5 |
| Institutional Investment Strategy Fund |
5 |
| Bank Julius Baer & Co. Ltd, Zurich |
5 |
| Harvest Group Wealth Management, Llc |
5 |
| Strategic Wealth Partners, Ltd. |
5 |
| Eudaimonia Partners, LLC |
5 |
| Silvant Capital Management LLC |
5 |
| Barrow Hanley Mewhinney & Strauss Llc |
5 |
| Formidable Asset Management, LLC |
5 |
| Change Path, LLC |
5 |
| Graypoint LLC |
5 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
5 |
| SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A |
5 |
| GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF |
5 |
| Unigestion Holding SA |
5 |
| Avitas Wealth Management LLC |
5 |
| Magnolia Capital Advisors Llc |
5 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
5 |
| PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares |
5 |
| HighMark Wealth Management LLC |
5 |
| Resources Management Corp /ct/ /adv |
5 |
| Wedbush Securities Inc |
5 |
| Filbrandt Wealth Management, LLC |
5 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
| Verus Capital Partners, Llc |
5 |
| Zions Bancorporation, National Association /ut/ |
5 |
| Evolution Wealth Advisors, LLC |
5 |
| Allred Capital Management, LLC |
5 |
| FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 |
5 |
| DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard |
5 |
| Mar Vista Investment Partners Llc |
5 |
| Summit Financial, LLC |
5 |
| Laurel Wealth Advisors LLC |
5 |
| Coastal Capital Group, Inc. |
5 |
| Mizuho Securities Usa Llc |
5 |
| Halbert Hargrove Global Advisors, Llc |
5 |
| Next Capital Management LLC |
5 |
| Aptus Capital Advisors, LLC |
5 |
| British Airways Pensions Investment Management Ltd |
5 |
| Sepio Capital, LP |
5 |
| Kinneret Advisory, LLC |
5 |
| HHM Wealth Advisors, LLC |
5 |
| Innealta Capital, Llc |
5 |
| Transcend Wealth Collective, Llc |
5 |
| Hood River Capital Management LLC |
5 |
| Great Lakes Retirement, Inc. |
5 |
| Wealth Quarterback LLC |
5 |
| ASR Vermogensbeheer N.V. |
5 |
| Fortem Financial Group, Llc |
5 |
| Deseret Mutual Benefit Administrators |
5 |
| Hohimer Wealth Management, Llc |
5 |
| Pensionmark Financial Group, Llc |
5 |
| Wealthspire Advisors, LLC |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
5 |
| Claro Advisors LLC |
5 |
| Hilltop National Bank |
5 |
| Manchester Financial Inc |
5 |
| Clarfeld Financial Advisors, Llc |
5 |
| Voleon Capital Management Lp |
5 |
| Executive Wealth Management, LLC |
5 |
| EPG Wealth Management LLC |
5 |
| Jade Capital Advisors, LLC |
5 |
| Garrett Wealth Advisory Group, LLC |
5 |
| Opseu Pension Plan Trust Fund |
5 |
| IMC-Chicago, LLC |
5 |
| III Capital Management |
5 |
| Central Pacific Bank - Trust Division |
5 |
| Anfield Capital Management, LLC |
5 |
| MidWestOne Financial Group, Inc. |
5 |
| ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF |
5 |
| Camden Capital, LLC |
5 |
| Kentucky Retirement Systems |
5 |
| Spdr S&p 500 Etf Trust |
5 |
| Arden Investment Series Trust |
5 |
| Moody Lynn & Lieberson, Llc |
5 |
| AllianzGI Artificial Intelligence & Technology Opportunities Fund |
5 |
| Personal Cfo Solutions, Llc |
5 |
| Beck Bode, LLC |
5 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
5 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
| Pacifica Partners Inc. |
5 |
| Atticus Wealth Management, Llc |
5 |
| Cfm Wealth Partners Llc |
5 |
| MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii |
5 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
5 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
5 |
| Wedge Capital Management L L P/nc |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 |
5 |
| VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares |
5 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 |
5 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
5 |
| Braun Stacey Associates Inc |
5 |
| CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A |
5 |
| VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares |
5 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
5 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
5 |
| Nicholas Investment Partners, LP |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) |
5 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
5 |
| Sugarloaf Wealth Management, LLC |
5 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
5 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
5 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
5 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
5 |
| Mountain Pacific Investment Advisers Inc/id |
5 |
| Red Door Wealth Management, LLC |
5 |
| XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF |
5 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
5 |
| NOLVX - Northern Funds - Northern Large Cap Value Fund |
5 |
| BSBAX - Northern Funds - Northern Short Bond Fund |
5 |
| POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF |
5 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
5 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
5 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
5 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
5 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
5 |
| RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
5 |
| OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF |
5 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
5 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
5 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
5 |
| Bogle Investment Management L P /de/ |
5 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
5 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 |
5 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
5 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
5 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
5 |
| Ascend Capital, Llc |
5 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
5 |
| Kapitalo Investimentos Ltda |
5 |
| Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio |
5 |
| Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio |
5 |
| Advanced Series Trust - Ast Mid-cap Growth Portfolio |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio |
5 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
5 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
5 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
5 |
| BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class |
5 |
| WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class |
5 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
5 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
5 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
5 |
| VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio |
5 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
5 |
| ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF |
5 |
| JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
5 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
5 |
| Advisors Capital Management, LLC |
5 |
| JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV |
5 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
5 |
| Aris Wealth Services, Inc. |
5 |
| SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares |
5 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
5 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 |
5 |
| AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 |
5 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
5 |
| HBK Sorce Advisory LLC |
5 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
5 |
| King Luther Capital Management Corp |
5 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
5 |
| ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A |
5 |
| FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A |
5 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
5 |
| Choate Investment Advisors |
5 |
| VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares |
5 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
5 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
5 |
| JMVNX - John Hancock Funds II - Mid Value Fund Class NAV |
5 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
5 |
| JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T |
5 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares |
5 |
| USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class |
5 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
5 |
| SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF |
5 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
5 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
5 |
| TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A |
5 |
| Provenance Wealth Advisors, LLC |
5 |
| BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares |
5 |
| PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund |
5 |
| FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF |
5 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
5 |
| Arcadia Investment Management Corp/mi |
5 |
| WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I |
5 |
| JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L |
5 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
5 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
5 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
5 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
5 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
5 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
5 |
| JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF |
5 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
5 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
5 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
5 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
5 |
| SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF |
5 |
| Groupama Asset Managment |
5 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
5 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
5 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
5 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
5 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
5 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
5 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
5 |
| Bbr Partners, Llc |
5 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
5 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
5 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
5 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
5 |
| APBAX - Cavanal Hill Funds - Active Core Fund Investor |
5 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
5 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
5 |
| VCSMX - VALIC Co I - Small Cap Fund |
5 |
| VSTIX - VALIC Co I - Stock Index Fund |
5 |
| MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A |
5 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
5 |
| XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class |
5 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
5 |
| Mizuho Asset Management Co.,Ltd. |
5 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
5 |
| MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A |
5 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
5 |
| GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional |
5 |
| GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional |
5 |
| TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A |
5 |
| GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares |
5 |
| JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares |
5 |
| JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares |
5 |
| PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A |
5 |
| GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF |
5 |
| CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional |
5 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
5 |
| Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class |
5 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
5 |
| STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares |
5 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
5 |
| CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares |
5 |
| Degroof Petercam Asset Management |
5 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
5 |
| Susquehanna Portfolio Strategies, LLC |
5 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A |
5 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
5 |
| PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class |
5 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
5 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
5 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
5 |
| Kings Point Capital Management |
5 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
5 |
| ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF |
5 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class |
5 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
5 |
| MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class |
5 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
5 |
| Intact Investment Management Inc. |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
5 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
5 |
| JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T |
5 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
5 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
5 |
| FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund |
5 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
5 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
5 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
5 |
| KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES |
5 |
| KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES |
5 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
5 |
| Abich Financial Wealth Management LLC |
5 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
5 |
| FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF |
5 |
| Hikari Power Ltd |
5 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
5 |
| PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF |
5 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
5 |
| VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative |
5 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
5 |
| SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A |
5 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
5 |
| QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio |
5 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
5 |
| FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares |
5 |
| GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class |
4 |
| FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund |
4 |
| Geller Advisors LLC |
4 |
| Middleton & Co Inc/ma |
4 |
| Ayrshire Capital Management LLC |
4 |
| PDS Planning, Inc |
4 |
| Verdence Capital Advisors LLC |
4 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
4 |
| MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A |
4 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
4 |
| Security National Trust Co |
4 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A |
4 |
| Aristotle Atlantic Partners, Llc |
4 |
| Champlain Investment Partners, LLC |
4 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II |
4 |
| GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class |
4 |
| Bowling Portfolio Management LLC |
4 |
| Chilton Investment Co Llc |
4 |
| PFG Private Wealth Management, LLC |
4 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
4 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I |
4 |
| Virginia Retirement System |
4 |
| Dowling & Yahnke Llc |
4 |
| Athanor Capital, Lp |
4 |
| Ipswich Investment Management Co., Inc. |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
4 |
| TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class |
4 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
4 |
| Us Financial Advisors, Llc |
4 |
| SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund |
4 |
| VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund |
4 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
4 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
4 |
| American National Insurance Co /tx/ |
4 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
4 |
| THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund |
4 |
| LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A |
4 |
| PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF |
4 |
| Piermont Capital Management LLC |
4 |
| WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares |
4 |
| FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares |
4 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 |
4 |
| West Family Investments, Inc. |
4 |
| Bear Mountain Capital, Inc. |
4 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
4 |
| HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I |
4 |
| Boston Financial Mangement Llc |
4 |
| VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares |
4 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
4 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
4 |
| Punch & Associates Investment Management, Inc. |
4 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
4 |
| Blackstone / Gso Strategic Credit Fund |
4 |
| Fenimore Asset Management Inc |
4 |
| FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund |
4 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
4 |
| Strategy Asset Managers Llc |
4 |
| Kiwi Wealth Investments Limited Partnership |
4 |
| Norris Perne & French Llp/mi |
4 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
4 |
| Fortaleza Asset Management Inc/ |
4 |
| Boston Advisors Llc |
4 |
| Capital International Inc /ca/ |
4 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
4 |
| AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund |
4 |
| PointState Capital LP |
4 |
| ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A |
4 |
| BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS |
4 |
| BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A |
4 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
4 |
| CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A |
4 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
4 |
| Prio Wealth Limited Partnership |
4 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
4 |
| Jackson Square Capital, Llc |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| Cowen Group, Inc. |
4 |
| Perkins Investment Management, LLC |
4 |
| Aspect Partners, LLC |
4 |
| FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares |
4 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
4 |
| VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares |
4 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
4 |
| FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund |
4 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
4 |
| Alpha Cubed Investments, LLC |
4 |
| XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
4 |
| St Germain D J Co Inc |
4 |
| LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF |
4 |
| Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) |
4 |
| Solstein Capital, LLC |
4 |
| Caas Capital Management Lp |
4 |
| AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S |
4 |
| TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I |
4 |
| First Merchants Corp |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio |
4 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
4 |
| Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) |
4 |
| TIMOTHY PLAN - Timothy Strategic Variable |
4 |
| Zweig-DiMenna Associates LLC |
4 |
| Rice Hall James & Associates, Llc |
4 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
4 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
4 |
| Pin Oak Investment Advisors Inc |
4 |
| JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 |
4 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
4 |
| ASB Consultores, LLC |
4 |
| JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) |
4 |
| TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF |
4 |
| Equitec Proprietary Markets, Llc |
4 |
| Annapolis Financial Services, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 |
4 |
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) |
4 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
4 |
| Jump Trading, LLC |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
4 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I |
4 |
| Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) |
4 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A |
4 |
| ArrowMark Colorado Holdings LLC |
4 |
| Davis-rea Ltd. |
4 |
| Hermes Investment Management Ltd |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 |
4 |
| DT Investment Partners, LLC |
4 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
4 |
| Amplify ETF Trust - Amplify AI Powered Equity ETF |
4 |
| HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund |
4 |
| LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A |
4 |
| Spouting Rock Asset Management, LLC |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| Trust Co Of Toledo Na /oh/ |
4 |
| NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class |
4 |
| Resource Management, LLC |
4 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
4 |
| CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund |
4 |
| ADJEX - AZZAD FUNDS - Azzad Ethical Fund |
4 |
| AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| Baker Tilly Financial, Llc |
4 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
4 |
| RYDEX VARIABLE TRUST - Technology Fund Variable Annuity |
4 |
| Concurrent Investment Advisors, LLC |
4 |
| LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class |
4 |
| VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares |
4 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
4 |
| LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class |
4 |
| Jamison Private Wealth Management, Inc. |
4 |
| SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF |
4 |
| WealthTrust Fairport, LLC |
4 |
| Capital Group Investment Management Pte. Ltd. |
4 |
| NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund |
4 |
| FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares |
4 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
4 |
| FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class |
4 |
| FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A |
4 |
| S-Bank Fund Management Ltd |
4 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
4 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
4 |
| VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares |
4 |
| EFG Asset Management (Americas) Corp. |
4 |
| IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF |
4 |
| Raiffeisen Bank International AG |
4 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
4 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
4 |
| Cetera Trust Company, N.A |
4 |
| NSRIX - Northern Funds - Northern Global Sustainability Index Fund |
4 |
| Kula Investments, LLC |
4 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
4 |
| JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF |
4 |
| APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF |
4 |
| VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares |
4 |
| PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. |
4 |
| Liberty All Star Growth Fund Inc. |
4 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
4 |
| Klingenstein Fields & Co Lp |
4 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
4 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
| Badgley Phelps & Bell Inc |
4 |
| Price Capital Management, Inc. |
4 |
| Whalen Wealth Management Inc. |
4 |
| West Tower Group, LLC |
4 |
| Hedeker Wealth, LLC |
4 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
4 |
| Cypress Capital Management LLC (WY) |
4 |
| FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M |
4 |
| RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class |
4 |
| Daiwa Capital Markets America Inc. |
4 |
| West Branch Capital LLC |
4 |
| Castleview Partners, Llc |
4 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
4 |
| Glg Inc. |
4 |
| Roble, Belko & Company, Inc |
4 |
| Claybrook Capital, LLC |
4 |
| First Foundation Advisors |
4 |
| IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF |
4 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
4 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
4 |
| LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A |
4 |
| Bright Rock Capital Management, Llc |
4 |
| CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A |
4 |
| OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A |
4 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
4 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
4 |
| Chicago Capital, LLC |
4 |
| Thomas White International Ltd |
4 |
| K2 Principal Fund, L.p. |
4 |
| FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A |
4 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
4 |
| Axiom International Investors Llc /de |
4 |
| CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A |
4 |
| New Age Alpha Advisors, LLC |
4 |
| Honeywell International Inc |
4 |
| Intersect Capital LLC |
4 |
| Trust For Advisor Solutions |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio |
4 |
| Clough Global Equity Fund |
4 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
4 |
| One Capital Management, LLC |
4 |
| USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF |
4 |
| Schwartz Investment Counsel Inc |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
4 |
| LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC |
4 |
| Cove Street Capital, LLC |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares |
4 |
| Kingsview Wealth Management, LLC |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| Nippon Life Global Investors Americas, Inc. |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| Braun-Bostich & Associates Inc. |
4 |
| Nemes Rush Group LLC |
4 |
| MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II |
4 |
| Clough Global Opportunities Fund |
4 |
| Quad-Cities Investment Group, LLC |
4 |
| Consolidated Planning Corp |
4 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
4 |
| CTC Alternative Strategies, Ltd. |
4 |
| MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A |
4 |
| WESPAC Advisors SoCal, LLC |
4 |
| Fortis Capital Advisors, LLC |
4 |
| FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A |
4 |
| Camarda Financial Advisors, LLC |
4 |
| Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund |
4 |
| Westport Resources Management Inc |
4 |
| Chesapeake Wealth Management |
4 |
| Advanced Series Trust - Ast High Yield Portfolio |
4 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
4 |
| Atalanta Sosnoff Capital, Llc |
4 |
| IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
| CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF |
4 |
| Reynders McVeigh Capital Management, LLC |
4 |
| Qci Asset Management Inc/ny |
4 |
| Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio |
4 |
| Creative Capital Management Investments LLC |
4 |
| Fulcrum Asset Management LLP |
4 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
4 |
| PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF |
4 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio |
4 |
| FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund |
4 |
| Eisler Capital Management Ltd. |
4 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
4 |
| FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A |
4 |
| Freedom Wealth Alliance, Llc |
4 |
| IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A |
4 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
4 |
| Winton Capital Management Ltd |
4 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
4 |
| Ingalls & Snyder Llc |
4 |
| Senator Investment Group LP |
4 |
| HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares |
4 |
| HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc |
4 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| F&C Asset Management plc |
4 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
4 |
| Ibex Investors LLC |
4 |
| SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 |
4 |
| First National Bank of Hutchinson |
4 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund |
4 |
| Zwj Investment Counsel Inc |
4 |
| Advanced Series Trust - Ast Mfs Growth Portfolio |
4 |
| MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class |
4 |
| BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| Reinhart Partners, Inc. |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I |
4 |
| Guardian Capital Lp |
4 |
| SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I |
4 |
| TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund |
4 |
| Dixon Mitchell Investment Counsel Inc. |
4 |
| PACIFIC SELECT FUND - High Yield Bond Portfolio Class I |
4 |
| Pflug Koory, LLC |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| Hikari Tsushin, Inc. |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
4 |
| PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I |
4 |
| Capital Investment Services of America, Inc. |
4 |
| Tower Bridge Advisors |
4 |
| PACIFIC SELECT FUND - Growth Portfolio Class I |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I |
4 |
| UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund |
4 |
| MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares |
4 |
| PACIFIC SELECT FUND - Dividend Growth Portfolio Class I |
4 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
| PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares |
4 |
| DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A |
4 |
| FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund |
4 |
| Richardson Financial Services Inc. |
4 |
| First Pacific Financial |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio |
4 |
| ICA Group Wealth Management, LLC |
4 |
| Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund |
4 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
4 |
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I |
4 |
| IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF |
4 |
| 272 Capital LP |
4 |
| Planned Solutions, Inc. |
4 |
| STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
4 |
| Tygh Capital Management, Inc. |
4 |
| Morgens Waterfall Vintiadis & Co Inc |
4 |
| First Interstate Bank |
4 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
4 |
| FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund |
4 |
| Sivia Capital Partners, LLC |
4 |
| Canton Hathaway, LLC |
4 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
4 |
| USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
4 |
| DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF |
4 |
| BLI - Banque de Luxembourg Investments |
4 |
| QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
4 |
| INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF |
4 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
4 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class |
4 |
| Pictet & Cie (Europe) SA |
4 |
| Thompson Investment Management, Inc. |
4 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
4 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
4 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
4 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
4 |
| VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A |
4 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
4 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
4 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
4 |
| IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A |
4 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
| Maple Securities Usa Inc |
4 |
| Tobam |
4 |
| Vectors Research Management, LLC |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio |
4 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
4 |
| Portside Wealth Group, LLC |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio |
4 |
| FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A |
4 |
| PENN SERIES FUNDS INC - Large Growth Stock Fund |
4 |
| TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class |
4 |
| SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A |
4 |
| Nelson Capital Management, LLC |
4 |
| IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV |
4 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
| JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV |
4 |
| TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF |
4 |
| JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I |
4 |
| Boyd Watterson Asset Management Llc/oh |
4 |
| Penn Capital Management Co Inc |
4 |
| PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares |
4 |
| Engrave Wealth Partners LLC |
4 |
| FJ Investments, LLC |
4 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
4 |
| Smith, Salley & Associates |
4 |
| Mizuho Markets Americas Llc |
4 |
| Hall Laurie J Trustee |
4 |
| Evelyn Partners Investment Management LLP |
4 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
4 |
| Cooper Financial Group |
4 |
| IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV |
4 |
| ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A |
4 |
| Citizens Business Bank |
4 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
4 |
| Fairfield, Bush & Co. |
4 |
| Trust Asset Management LLC |
4 |
| First National Trust Co |
4 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
4 |
| Lavaca Capital Llc |
4 |
| Prudential Short Duration High Yield Fund, Inc. |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
4 |
| PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I |
4 |
| Griffin Asset Management, Inc. |
4 |
| Graves-Light Private Wealth Management, Inc. |
4 |
| THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A |
4 |
| PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio |
4 |
| SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
4 |
| ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A |
4 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
4 |
| Psagot Investment House Ltd. |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| Total Clarity Wealth Management, Inc. |
4 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
4 |
| Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class |
4 |
| Eaton Vance Floating-rate Income Trust |
4 |
| TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A |
4 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
4 |
| GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III |
4 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
4 |
| First Western Trust Bank |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| Central Bank & Trust Co |
4 |
| Novare Capital Management Llc |
4 |
| Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund |
4 |
| Essex Savings Bank |
4 |
| Findlay Park Partners LLP |
4 |
| North Capital, Inc. |
4 |
| CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A |
4 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
4 |
| REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y |
4 |
| Moreno Evelyn V |
4 |
| Chesapeake Capital Corp /il/ |
4 |
| FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A |
4 |
| CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A |
4 |
| VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares |
4 |
| PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class |
4 |
| QUANTRES ASSET MANAGEMENT Ltd |
4 |
| Halpern Financial, Inc. |
4 |
| FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund |
4 |
| CCLA Investment Management Ltd |
4 |
| HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor |
4 |
| PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class |
4 |
| FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund |
4 |
| EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A |
4 |
| Kiker Wealth Management, LLC |
4 |
| AMCPX - AMCAP FUND - AMCAP FUND Class A |
4 |
| BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF |
4 |
| Hilton Capital Management, LLC |
4 |
| Redwood Investments, LLC |
4 |
| Oaktree Capital Management Lp |
4 |
| Maple Capital Management, Inc. |
4 |
| JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
| Ironwood Investment Management Llc |
4 |
| Penobscot Investment Management Company, Inc. |
4 |
| First New York Securities Llc /ny |
4 |
| RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF |
4 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
4 |
| Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A |
4 |
| Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A |
4 |
| JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A |
4 |
| Ausdal Financial Partners, Inc. |
4 |
| Cramer Rosenthal Mcglynn Llc |
4 |
| FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund |
4 |
| Hilltop Holdings Inc. |
4 |
| West Oak Capital, LLC |
4 |
| IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV |
4 |
| Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A |
4 |
| UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF |
4 |
| JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares |
4 |
| TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A |
4 |
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A |
4 |
| JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV |
4 |
| North Star Asset Management Inc |
4 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
4 |
| J. Safra Sarasin Holding AG |
4 |
| FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class |
4 |
| SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z |
4 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
4 |
| BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio |
4 |
| HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares |
4 |
| Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares |
4 |
| SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A |
4 |
| John Hancock Funds II - Science & Technology Fund Class NAV |
4 |
| JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T |
4 |
| Northwest Financial Advisors |
4 |
| Mitchell Capital Management Co |
4 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares |
4 |
| BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares |
4 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
4 |
| BlackRock ETF Trust II - BlackRock Flexible Income ETF |
4 |
| Nicolet Bankshares Inc |
4 |
| FBOTX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Automation Fund |
4 |
| JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) |
4 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
4 |
| Stephenson National Bank & Trust |
4 |
| NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
4 |
| HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class |
4 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
4 |
| QCM Cayman, Ltd. |
4 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R |
4 |
| Beck Mack & Oliver Llc |
4 |
| Primecap Management Co/ca/ |
4 |
| Mowery & Schoenfeld Wealth Management, LLC |
4 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 |
4 |
| Cypress Advisory Group LLC |
4 |
| FSA Wealth Management LLC |
4 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
4 |
| Stratos Wealth Advisors, LLC |
4 |
| Arabesque Asset Management Ltd |
4 |
| Capital Investment Advisors, LLC |
4 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| Northwest Quadrant Wealth Management, LLC |
4 |
| SummitTX Capital, L.P. |
4 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
4 |
| Highland Capital Management Lp |
4 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
4 |
| Oddo Bhf Asset Management Sas |
4 |
| Northwest Wealth Management, Llc |
4 |
| Good Life Advisors, LLC |
4 |
| Stone House Investment Management, LLC |
4 |
| Trust Department Mb Financial Bank N A |
4 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
4 |
| FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A |
4 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
4 |
| Marietta Investment Partners Llc |
4 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
4 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
4 |
| Legacy Wealth Management, LLC / MS |
4 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
4 |
| Arcadia Investment Advisors Llc |
4 |
| USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF |
4 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
4 |
| Segantii Capital Management Ltd |
4 |
| GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional |
4 |
| US Asset Management LLC |
4 |
| First National Bank of South Miami |
4 |
| Teton Westwood Funds |
4 |
| Herold Advisors, Inc. |
4 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
4 |
| Investors Asset Management Of Georgia Inc /ga/ /adv |
4 |
| First Bank & Trust |
4 |
| 9258 Wealth Management, LLC |
4 |
| AustralianSuper Pty Ltd |
4 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| Mission Wealth Management, Lp |
4 |
| SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF |
4 |
| Franklin Ltd Duration Income Trust |
4 |
| LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A |
4 |
| Camden National Bank |
4 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
4 |
| Bessemer Securities Llc |
4 |
| JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A |
4 |
| SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A |
4 |
| SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A |
4 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
4 |
| Eaton Vance Enhanced Equity Income Fund |
4 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
4 |
| Sagespring Wealth Partners, Llc |
4 |
| FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A |
4 |
| Jarislowsky, Fraser Ltd |
4 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
4 |
| Peregrine Capital Management Llc |
4 |
| MFEGX - MFS SERIES TRUST II - MFS Growth Fund A |
4 |
| Edge Wealth Management LLC |
4 |
| Visionary Asset Management, Inc. |
4 |
| Eisler Capital (UK) Ltd. |
4 |
| PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A |
4 |
| Exxonmobil Investment Management Inc /tx |
4 |
| Lionsbridge Wealth Management LLC |
4 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
4 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
4 |
| WealthTrust-Arizona, LLC |
4 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
4 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
4 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
4 |
| Transform Wealth, LLC |
4 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
4 |
| Putnam ETF Trust - Putnam Sustainable Future ETF - |
4 |
| FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| Wilmington Trust, National Association |
4 |
| Drake & Associates, LLC |
4 |
| STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF |
4 |
| Bridgewater Advisors Inc. |
4 |
| South Plains Financial, Inc. |
4 |
| NZS Capital, LLC |
4 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
4 |
| Wasatch Advisors Inc |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| Advantage Investment Management, Llc |
4 |
| Miracle Mile Advisors, LLC |
4 |
| Mirova |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 |
4 |
| O'Shares Investment Advisers, LLC |
4 |
| STXD - EA Series Trust - Strive 1000 Dividend Growth ETF |
4 |
| Almanack Investment Partners, LLC. |
4 |
| Global Wealth Management Investment Advisory, Inc. |
4 |
| Miles Capital, Inc. |
4 |
| Retirement Wealth Solutions LLC |
4 |
| High Pointe Capital Management Llc |
4 |
| Argent Advisors, Inc. |
4 |
| Union Bancaire Privee, UBP SA |
4 |
| Burns J W & Co Inc/ny |
4 |
| MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class |
4 |
| Elkhorn Investments, LLC |
4 |
| Israel Discount Bank Of New York /gfn |
4 |
| Wsfs Capital Management, Llc |
4 |
| Impax Asset Management LTD |
4 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
| Doyle Wealth Management |
4 |
| MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| V Wealth Advisors LLC |
4 |
| CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A |
4 |
| Broadview Advisors Llc |
4 |
| High Point Bank & Trust Co |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
4 |
| Heritage Trust Co |
4 |
| Delphi Private Advisors LLC |
4 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
4 |
| KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares |
4 |
| Boston Family Office Llc |
4 |
| Sullivan, Bruyette, Speros & Blaney, LLC |
4 |
| Levin Capital Strategies, L.p. |
4 |
| Meridian Wealth Advisors, LLC |
4 |
| GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
4 |
| IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A |
4 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
4 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
4 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
4 |
| Dakota Wealth Management |
4 |
| CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A |
4 |
| CrestPoint Capital Management, LLC |
4 |
| Jackson, Grant Investment Advisers, Inc. |
4 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
4 |
| JB Capital LLC |
4 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
4 |
| Munder Capital Management |
4 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
4 |
| SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF |
4 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
4 |
| Bfsg, Llc |
4 |
| McAdams Wright Ragen, Inc. |
4 |
| LBA Wealth Management, LLC |
4 |
| Charter Trust Co |
4 |
| Legg Mason Investment Counsel, LLC |
4 |
| Carderock Capital Management Inc |
4 |
| Telemetry Investments, L.L.C. |
4 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
4 |
| Legg Mason Investment Counsel & Trust Co., N.A. |
4 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
4 |
| First Eagle Investment Management, LLC |
4 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
4 |
| Aurora Investment Counsel |
4 |
| BlackRock Private Investments Fund |
4 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
4 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
4 |
| Meristem Family Wealth, LLC |
4 |
| HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF |
4 |
| Capital Financial Planning, LLC |
4 |
| Norden Group Llc |
4 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
4 |
| Factory Mutual Insurance Co |
4 |
| VisionPoint Advisory Group, LLC |
4 |
| EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF |
4 |
| Tiaa, Fsb |
4 |
| Roundview Capital LLC |
4 |
| BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional |
4 |
| 1st Source Bank |
4 |
| Tri-continental Corp |
4 |
| VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. |
4 |
| Mariner Wealth Advisors-NYC, LLC |
4 |
| Level Financial Advisors, Inc. |
4 |
| Guinness Atkinson Asset Management Inc |
4 |
| BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class |
4 |
| Cynosure Management, Llc |
4 |
| TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| Brandywine Oak Private Wealth Llc |
4 |
| Donoghue Forlines LLC |
4 |
| Btr Capital Management Inc |
4 |
| C WorldWide Group Holding A/S |
4 |
| Sentinel Group Funds Inc |
4 |
| MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| Wealthbridge Capital Management, Llc |
4 |
| Legacy Advisors, LLC |
4 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
4 |
| Regency Capital Management Inc.\DE |
4 |
| Reuter James Wealth Management, Llc |
4 |
| EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB |
4 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
4 |
| Security National Bank |
4 |
| DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
4 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
4 |
| Northern Oak Wealth Management Inc |
4 |
| Cedar Wealth Management, LLC |
4 |
| Brendel Financial Advisors LLC |
4 |
| Knuff & Co LLC |
4 |
| Monetary Management Group Inc |
4 |
| River & Mercantile Asset Management Llp |
4 |
| BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A |
4 |
| Ckw Financial Group |
4 |
| Capital Advisory Group Advisory Services, LLC |
4 |
| Hennion & Walsh Asset Management, Inc. |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P |
4 |
| DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A |
4 |
| Gca Investment Management, Llc |
4 |
| Absolute Capital Management, LLC |
4 |
| Newland Capital Management, Llc |
4 |
| OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF |
4 |
| Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
4 |
| PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares |
4 |
| Parsons Capital Management Inc/ri |
4 |
| CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A |
4 |
| TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A |
4 |
| COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares |
4 |
| Otter Creek Advisors, LLC |
4 |
| Ninety One North America, Inc. |
4 |
| OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund |
4 |
| Quest 10 Wealth Builders, Inc. |
4 |
| Partnervest Advisory Services LLC |
4 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
4 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio |
4 |
| Better Money Decisions, LLC |
4 |
| Knowledge Leaders Capital, LLC |
4 |
| Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 |
4 |
| Surevest, LLC |
4 |
| Zrc Wealth Management, Llc |
4 |
| DC Investments Management, LLC |
4 |
| Madison Investment Holdings Inc |
4 |
| SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 |
4 |
| First Pacific Advisors, LP |
4 |
| Global Trust Asset Management, LLC |
4 |
| Fulcrum Equity Management |
4 |
| NatWest Group plc |
4 |
| Aviso Financial Inc. |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class |
4 |
| Snyder Capital Management L P |
4 |
| Mechanics Bank Trust Department |
4 |
| Knollwood Investment Advisory, LLC |
4 |
| Invesco Senior Loan Fund |
4 |
| Invesco High Income Trust Ii |
4 |
| XT - iSHARES TRUST - iShares Exponential Technologies ETF |
4 |
| Liontrust Investment Partners LLP |
4 |
| Underlying Funds Trust |
4 |
| Appian Way Asset Management LP |
4 |
| IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV |
4 |
| aeris Capital Holding GmbH |
4 |
| BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF |
4 |
| NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A |
4 |
| Oppenheimer Limited-term Bond Fund |
4 |
| Delta Lloyd Nv |
4 |
| NorthCrest Asset Manangement, LLC |
4 |
| Capula Management Ltd |
4 |
| Abn Amro Investment Solutions |
4 |
| QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
4 |
| SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF |
4 |
| FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF |
4 |
| Davis R M Inc |
4 |
| Deerfield Management Company, L.p. (series C) |
4 |
| Samlyn Capital, Llc |
4 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
4 |
| Fedenia Advisers LLC |
4 |
| Ramirez Asset Management, Inc. |
4 |
| Great Valley Advisor Group, Inc. |
4 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
4 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
4 |
| OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I |
4 |
| PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A |
4 |
| JS Capital Management LLC |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service |
4 |
| Hl Financial Services Llc |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
4 |
| Baillie Gifford & Co |
4 |
| Wells Fargo Utilities & High Income Fund |
4 |
| LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A |
4 |
| Ovata Capital Management Ltd |
4 |
| Americana Partners, LLC |
4 |
| Cna Financial Corp |
4 |
| FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF |
4 |
| Sabby Management, Llc |
4 |
| TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF |
4 |
| RDA Financial Network |
4 |
| Lion Street Advisors, LLC |
4 |
| Cue Financial Group, Inc. |
4 |
| Chase Investment Counsel Corp |
4 |
| Putney Financial Group LLC |
4 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
4 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
4 |
| Marcum Wealth, LLC |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| Spectrum Asset Management, Inc. (NB/CA) |
4 |
| Long Island Wealth Management, Inc. |
4 |
| FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF |
4 |
| OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio |
4 |
| Bremer Bank National Association |
4 |
| 25 Llc |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial |
4 |
| Gq Asset Management, Llc |
4 |
| Tdam Usa Inc. |
4 |
| Capital A Wealth Management, LLC |
4 |
| Northstar Asset Management Llc |
4 |
| Shaolin Capital Management LLC |
4 |
| Field & Main Bank |
4 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
4 |
| Hefty Wealth Partners |
4 |
| True North Advisors, LLC |
4 |
| Axxcess Wealth Management, Llc |
4 |
| Squar Milner Financial Services Llc |
4 |
| Wealth Alliance |
4 |
| Kemnay Advisory Services Inc. |
4 |
| TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF |
4 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
4 |
| Legato Capital Management LLC |
4 |
| Barrett & Company, Inc. |
4 |
| JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A |
4 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
4 |
| Zazove Associates Llc |
4 |
| Avidian Wealth Solutions, LLC |
4 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
4 |
| Adams Wealth Management |
4 |
| MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares |
4 |
| Centricity Wealth Management, LLC |
4 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
4 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
4 |
| Legacy Wealth Asset Management, LLC |
4 |
| Voya Global Advantage & Premium Opportunity Fund |
4 |
| MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF |
4 |
| Vollero Beach Capital Partners LLC |
4 |
| Toews Corp /adv |
4 |
| Keystone Financial Group |
4 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
4 |
| Virtus ETF Advisers LLC |
4 |
| Keebeck Alpha, LP |
4 |
| Wahed Invest LLC |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I |
4 |
| 361 Capital Llc |
4 |
| FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund |
4 |
| BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A |
4 |
| PFG Investments, LLC |
4 |
| VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I |
4 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
4 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
4 |
| Water Island Capital Llc |
4 |
| Capital Advisors Inc/ok |
4 |
| Geneva Advisors, LLC |
4 |
| Buckhead Capital Management Llc |
4 |
| Bainco International Investors |
4 |
| Icapital Wealth Llc |
4 |
| Advanced Research Investment Solutions, Llc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class |
4 |
| First National Advisers, LLC |
4 |
| Marks Group Wealth Management, Inc |
4 |
| Usaa Etf Trust |
4 |
| Patton Fund Management, Inc. |
4 |
| Barometer Capital Management Inc. |
4 |
| SG Capital Management LLC |
4 |
| Forbes J M & Co Llp |
4 |
| HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A |
4 |
| Tyler-Stone Wealth Management |
4 |
| Capital International Ltd /ca/ |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class |
4 |
| JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R |
4 |
| Sheets Smith Wealth Management |
4 |
| Atlas Private Wealth Management |
4 |
| Dynamic Capital Management Ltd |
4 |
| Marsico Capital Management Llc |
4 |
| Horizon Bancorp Inc /in/ |
4 |
| AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A |
4 |
| DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z |
4 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
4 |
| Conestoga Capital Advisors, LLC |
4 |
| ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I |
4 |
| FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund |
4 |
| OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A |
4 |
| Greenwood Capital Associates Llc |
4 |
| Whitebox Advisors Llc |
4 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
4 |
| Camden Asset Management L P /ca |
4 |
| Blackrock Core Bond Trust |
4 |
| Blackrock Corporate High Yield Fund, Inc. |
4 |
| Sheaff Brock Investment Advisors, LLC |
4 |
| AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I |
4 |
| Cornerstone Wealth Management, LLC |
4 |
| Alpha Windward Llc |
4 |
| VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A |
4 |
| Montag & Caldwell, Llc |
4 |
| Adams Diversified Equity Fund, Inc. |
4 |
| Guardian Variable Products Trust - Guardian All Cap Core VIP Fund |
4 |
| Western Asset Income Fund |
4 |
| VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A |
4 |
| Lipe & Dalton |
4 |
| RPg Family Wealth Advisory, LLC |
4 |
| Cognios Capital, LLC |
4 |
| Rossby Financial, LCC |
4 |
| Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class |
4 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
4 |
| AlphaCentric Advisors LLC |
4 |
| Value Holdings Lp |
4 |
| Altfest L J & Co Inc |
4 |
| MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class |
4 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
4 |
| OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class |
4 |
| Luminus Management Llc |
4 |
| RWM Asset Management, LLC |
4 |
| CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio |
4 |
| NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF |
4 |
| Longfellow Investment Management Co Llc |
4 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
4 |
| SLIM - Janus Detroit Street Trust - The Obesity ETF |
4 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
4 |
| FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund |
4 |
| DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF |
4 |
| RULE - Collaborative Investment Series Trust - Adaptive Core ETF |
4 |
| Santori & Peters, Inc. |
4 |
| Graticule Asia Macro Advisors LLC |
4 |
| MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A |
4 |
| SkyView Investment Advisors, LLC |
4 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
4 |
| Insight Capital Research & Management Inc |
4 |
| APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A |
4 |
| Putnam Premier Income Trust |
4 |
| Eaton Vance Tax-managed Global Diversified Equity Income Fund |
4 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
4 |
| Eaton Vance Tax-managed Diversified Equity Income Fund |
4 |
| PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. |
4 |
| GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares |
4 |
| Crawford Investment Counsel Inc |
4 |
| Ascent Group, LLC |
4 |
| Able Wealth Management LLC |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class |
4 |
| Eaton Vance Tax-advantaged Global Dividend Opportunities Fund |
4 |
| Parisi Gray Wealth Management |
4 |
| Comprehensive Financial Consultants Institutional, Inc. |
4 |
| Great Diamond Partners, LLC |
4 |
| FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF |
4 |
| XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A |
4 |
| Integrated Advisors Network LLC |
4 |
| RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
4 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
4 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
4 |
| Eaton Vance Tax Advantaged Global Dividend Income Fund |
4 |
| FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF |
4 |
| Eaton Vance Senior Floating Rate Trust |
4 |
| APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares |
4 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
4 |
| GVLU - Tidal ETF Trust - Gotham 1000 Value ETF |
4 |
| Quintet Private Bank (Europe) S.A. |
4 |
| FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A |
4 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
4 |
| SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class |
4 |
| SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A |
4 |
| ICW Investment Advisors LLC |
4 |
| Pacitti Group Inc. |
4 |
| Cavalier Investments, LLC |
4 |
| Arete Wealth Advisors, LLC |
4 |
| Hoey Investments, Inc |
4 |
| BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A |
4 |
| Mawer Investment Management Ltd. |
4 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
4 |
| Safeguard Investment Advisory Group, LLC |
4 |
| FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A |
4 |
| GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class |
4 |
| Simmons Bank |
4 |
| FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF |
4 |
| EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
4 |
| CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares |
4 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
4 |
| Gratus Capital LLC |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| Frank, Rimerman Advisors LLC |
4 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
4 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
4 |
| UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF |
4 |
| Vontobel Swiss Wealth Advisors AG |
4 |
| McClarren Financial Advisors, Inc. |
4 |
| ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares |
4 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
4 |
| J.Safra Asset Management Corp |
4 |
| Engine No. 1 Llc |
4 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
4 |
| FDO Partners, LLC |
4 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
4 |
| Samalin Investment Counsel, LLC |
4 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
4 |
| Manteio Capital LLC |
4 |
| Convergence Financial, LLC |
4 |
| Essex Financial Services, Inc. |
4 |
| RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I |
4 |
| KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES |
4 |
| BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund |
4 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
4 |
| Partners Capital Investment Group, Llp |
4 |
| La Banque Postale Asset Management SA |
4 |
| Li Winifred I |
4 |
| SWAN Capital LLC |
4 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| Gabelli Convertible & Income Securities Fund Inc |
4 |
| First United Bank Trust/ |
4 |
| OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares |
4 |
| K.J. Harrison & Partners Inc |
4 |
| Curian Capital Llc |
4 |
| Offit Capital Advisors Llc |
4 |
| GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class |
4 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
4 |
| Patten Group, Inc. |
4 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
4 |
| GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio |
4 |
| Hazlett, Burt & Watson, Inc. |
4 |
| Gabelli Equity Trust Inc |
4 |
| Torray Llc |
4 |
| Exencial Wealth Advisors, Llc |
4 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 |
4 |
| Arcus Capital Partners, LLC |
4 |
| AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A |
4 |
| PRAXIS FUNDS - Praxis Impact Large Cap Value ETF |
4 |
| Mcdonald Partners Llc |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| Kiley Juergens Wealth Management, Llc |
4 |
| Pointe Capital Management LLC |
4 |
| Granite Investment Partners, LLC |
4 |
| Winfield Associates, Inc. |
4 |
| GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares |
4 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
4 |
| Retireful, LLC |
4 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
3 |
| RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H |
3 |
| HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II |
3 |
| ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class |
3 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
3 |
| CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares |
3 |
| SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class |
3 |
| SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A |
3 |
| NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A |
3 |
| Shufro Rose & Co Llc |
3 |
| CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class |
3 |
| Lee Danner & Bass Inc |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio |
3 |
| Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund |
3 |
| PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares |
3 |
| Guardian Variable Products Trust - Guardian Growth & Income VIP Fund |
3 |
| Columbia Wanger Asset Management Llc |
3 |
| Semanteon Capital Management, LP |
3 |
| VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A |
3 |
| GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares |
3 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
3 |
| GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional |
3 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
3 |
| OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A |
3 |
| MFRFX - MFS SERIES TRUST V - MFS Research Fund A |
3 |
| CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A |
3 |
| NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A |
3 |
| WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund |
3 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
3 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio |
3 |
| OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund |
3 |
| WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A |
3 |
| MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class |
3 |
| Rathbone Brothers plc |
3 |
| ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A |
3 |
| IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A |
3 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
3 |
| MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II |
3 |
| Dearborn Partners Llc |
3 |
| IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A |
3 |
| MDPIX - Profunds - Mid-cap Profund Investor Class |
3 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
3 |
| MLPIX - Profunds - Mid-cap Value Profund Investor Class |
3 |
| MGPIX - Profunds - Mid-cap Growth Profund Investor Class |
3 |
| Fairman Group, LLC |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 |
3 |
| UMPIX - Profunds - Ultramid-cap Profund Investor Class |
3 |
| BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF |
3 |
| ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class |
3 |
| Andina Capital Management, LLC |
3 |
| FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class |
3 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
3 |
| Cove Private Wealth, LLC |
3 |
| CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A |
3 |
| PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I |
3 |
| TEPIX - Profunds - Technology Ultrasector Profund Investor Class |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I |
3 |
| MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class |
3 |
| ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A |
3 |
| Silverback Asset Management Llc |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
3 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
3 |
| PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF |
3 |
| PENN SERIES FUNDS INC - Mid Cap Value Fund |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| Brant Point Investment Management Llc |
3 |
| QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF |
3 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
| USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares |
3 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
3 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
3 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
3 |
| USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares |
3 |
| Creekmur Asset Management LLC |
3 |
| Nbw Capital Llc |
3 |
| FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF |
3 |
| FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class |
3 |
| Pineridge Advisors LLC |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
| AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A |
3 |
| FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund |
3 |
| JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV |
3 |
| SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I |
3 |
| SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A |
3 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
3 |
| MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV |
3 |
| NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A |
3 |
| CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A |
3 |
| SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A |
3 |
| JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV |
3 |
| NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A |
3 |
| MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class |
3 |
| JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV |
3 |
| MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class |
3 |
| Growth Fund Of America |
3 |
| VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
3 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
3 |
| SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund |
3 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I |
3 |
| Beaumont Financial Partners, LLC |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 |
3 |
| AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 |
3 |
| THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 |
3 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
3 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
3 |
| SOL Capital Management CO |
3 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
3 |
| PENN SERIES FUNDS INC - Large Cap Value Fund |
3 |
| PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class |
3 |
| ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class |
3 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
3 |
| PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I |
3 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
| AlphaCore Capital LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class |
3 |
| FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class |
3 |
| FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 |
3 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
3 |
| Stance Capital Llc |
3 |
| Everpar Advisors Llc |
3 |
| FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund |
3 |
| PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| Northpointe Capital Llc |
3 |
| VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares |
3 |
| GHVIX - GMO TRUST - GMO High Yield Fund Class VI |
3 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
3 |
| JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I |
3 |
| WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class |
3 |
| SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail |
3 |
| Financial Advisory Corp /ut/ /adv |
3 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
3 |
| PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 |
3 |
| Trust Co Of Oklahoma |
3 |
| JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund |
3 |
| JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L |
3 |
| Cypress Capital Management Llc |
3 |
| Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A |
3 |
| Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A |
3 |
| JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV |
3 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV |
3 |
| Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
| Supplemental Annuity Collective Trust of NJ |
3 |
| Aristeia Capital Llc |
3 |
| BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares |
3 |
| EWG Elevate Inc. |
3 |
| VMCVX - VALIC Co II - Mid Cap Value Fund |
3 |
| BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class |
3 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
3 |
| Polianta Ltd |
3 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
| Tandem Investment Advisors, Inc. |
3 |
| FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund |
3 |
| Financial Advisors Network, Inc. |
3 |
| ICICI Prudential Asset Management Co Ltd |
3 |
| Amplify ETF Trust - Amplify Thematic All-Stars ETF |
3 |
| ARK Investment Management LLC |
3 |
| Perennial Advisors, LLC |
3 |
| Lyell Wealth Management, Lp |
3 |
| TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A |
3 |
| ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF |
3 |
| Value Holdings Management Co. Llc |
3 |
| Farmers & Merchants Trust Co of Chambersburg PA |
3 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
3 |
| Delta Global Management LP |
3 |
| QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF |
3 |
| Kohmann Bosshard Financial Services, LLC |
3 |
| U.S. Capital Wealth Advisors, LLC |
3 |
| Fullerton Fund Management Co Ltd |
3 |
| Benson Investment Management Company, Inc. |
3 |
| Suncoast Equity Management |
3 |
| TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A |
3 |
| Reynolds Capital Management Llc |
3 |
| Temasek Holdings (Private) Ltd |
3 |
| JNL SERIES TRUST - JNL Mid Cap Index Fund (I) |
3 |
| Smith Group Asset Management, LLC |
3 |
| Empire Life Investments Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB |
3 |
| RGT Wealth Advisors, LLC |
3 |
| Capital Group Private Client Services, Inc. |
3 |
| Decker Retirement Planning Inc. |
3 |
| O'Brien Wealth Partners LLC |
3 |
| QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares |
3 |
| PACIFIC SELECT FUND - Hedged Equity Portfolio Class P |
3 |
| Stanford Investment Group, Inc. |
3 |
| HMS Capital Management, LLC |
3 |
| Guidant Wealth Advisors |
3 |
| TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF |
3 |
| Rikoon Group, LLC |
3 |
| ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A |
3 |
| Elite Wealth Management, Inc. |
3 |
| Rock Creek Group, LP |
3 |
| Boit C F David |
3 |
| JTC Employer Solutions Trusteee Ltd |
3 |
| Stux Capital Management, LLC |
3 |
| PNC Managed Account Solutions, Inc. |
3 |
| BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A |
3 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
3 |
| JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares |
3 |
| SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A |
3 |
| APG Asset Management US Inc. |
3 |
| Putnam ETF Trust - Putnam Sustainable Leaders ETF - |
3 |
| Wilmington Trust Investment Management, LLC |
3 |
| SPRX - Listed Funds Trust - Spear Alpha ETF |
3 |
| HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A |
3 |
| Badgley Phelps Wealth Managers, LLC |
3 |
| Pine River Capital Management L.P. |
3 |
| Calvert Impact Fund Inc |
3 |
| Pacific Center for Financial Services |
3 |
| Ritholtz Wealth Management |
3 |
| GSB Wealth Management, LLC |
3 |
| Pinnacle Wealth Advisors |
3 |
| Counterpoint Mutual Funds LLC |
3 |
| Harbour Capital Advisors, LLC |
3 |
| STFBX - Advisers Investment Trust - State Farm Balanced Fund |
3 |
| Probity Advisors, Inc. |
3 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
3 |
| Security Asset Management |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class |
3 |
| AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class |
3 |
| JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I |
3 |
| ABHIX - American Century Investment Trust - High-yield Fund Investor Class |
3 |
| Morse Asset Management, Inc |
3 |
| STFGX - Advisers Investment Trust - State Farm Growth Fund |
3 |
| Maryland Capital Management |
3 |
| Bank of New Hampshire |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
| CFO4Life Group, LLC |
3 |
| Global Financial Private Capital, LLC |
3 |
| FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF |
3 |
| Alerus Financial Na |
3 |
| Coronation Fund Managers Ltd. |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 |
3 |
| Crews Bank & Trust |
3 |
| Heartland Advisors Inc |
3 |
| Harbert Fund Advisors, Inc. |
3 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
3 |
| Lenox Wealth Management, Inc. |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
3 |
| Heartland Bank & Trust Co |
3 |
| Kms Financial Services, Inc |
3 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
| Geneva Partners, LLC |
3 |
| Bridge City Capital, LLC |
3 |
| Delta Lloyd Asset Management N.v. |
3 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
3 |
| FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF |
3 |
| AlphaStar Capital Management, LLC |
3 |
| COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares |
3 |
| Wingate Wealth Advisors, Inc. |
3 |
| Guardian Investor Services Llc |
3 |
| Morningstar Investment Services LLC |
3 |
| JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 |
3 |
| Mountain Capital Investment Advisors, Inc |
3 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
3 |
| JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 |
3 |
| Genesee Valley Trust Co |
3 |
| Phocas Financial Corp. |
3 |
| American Financial Network Advisory Services Llc |
3 |
| MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A |
3 |
| Premier Fund Managers Ltd |
3 |
| Harvest Management Llc |
3 |
| Ninepoint Partners LP |
3 |
| TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF |
3 |
| Close Asset Management Ltd |
3 |
| Hgk Asset Management Inc |
3 |
| Highview Capital Management LLC/DE/ |
3 |
| White Pine Capital Llc |
3 |
| Md Sass Investors Services Inc |
3 |
| Argent Capital Management Llc |
3 |
| Stonebridge Financial Group, LLC |
3 |
| Silphium Asset Management Ltd |
3 |
| Sirios Capital Management L P |
3 |
| Koss-Olinger Consulting, LLC |
3 |
| ICONIQ Capital, LLC |
3 |
| Peterson Wealth Services |
3 |
| Spears Abacus Advisors LLC |
3 |
| Cypress Asset Management Inc/tx |
3 |
| Maryland Capital Advisors Inc. |
3 |
| Pittenger & Anderson Inc |
3 |
| Payden & Rygel |
3 |
| Trillium Asset Management, Llc |
3 |
| IFG Advisory, LLC |
3 |
| Phraction Management LLC |
3 |
| Schonfeld Group Holdings LLC |
3 |
| Klingman & Associates, LLC |
3 |
| Advance Capital I Inc |
3 |
| Allegis Investment Advisors, LLC |
3 |
| Eos Focused Equity Management, L.P. |
3 |
| LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A |
3 |
| MD Financial Management Inc. |
3 |
| Kdi Capital Partners Llc |
3 |
| PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A |
3 |
| GraniteShares Advisors LLC |
3 |
| LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P |
3 |
| MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF |
3 |
| Blue Rock Advisors, LLC |
3 |
| Bank of Jackson Hole Trust |
3 |
| Ameliora Wealth Management Ltd. |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P |
3 |
| Invesco Bond Fund |
3 |
| QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF |
3 |
| AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class |
3 |
| Fractal Investments LLC |
3 |
| Highlander Capital Management, LLC |
3 |
| Cahill Financial Advisors Inc |
3 |
| Suffolk Capital Management Llc |
3 |
| Sonen Capital LLC |
3 |
| Strategic Capital Alternatives LLC |
3 |
| Lombard Odier & Cie (Canada), Limited Partnership |
3 |
| Euclid Advisors LLC |
3 |
| CarsonAllaria Wealth Management, Ltd. |
3 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
3 |
| Stifel Nicolaus & Co Inc \mo\ |
3 |
| Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A |
3 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
3 |
| Mosaic Family Wealth, LLC |
3 |
| La Financiere De L'echiquier |
3 |
| Prosperity Consulting Group, LLC |
3 |
| Carleon Capital Partners LLC |
3 |
| Park Avenue Institutional Advisers LLC |
3 |
| Boulder Hill Capital Management Lp |
3 |
| Rocky Mountain Advisers, Llc |
3 |
| Invesco Senior Income Trust |
3 |
| Eachwin Capital, Lp |
3 |
| Morton Brown Family Wealth, LLC |
3 |
| China Universal Asset Management Co., Ltd. |
3 |
| Stonegate Investment Group, LLC |
3 |
| Symmetry Peak Management Llc |
3 |
| Seldon Capital Lp |
3 |
| Bluefin Trading, LLC |
3 |
| Permanens Capital L.P. |
3 |
| MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF |
3 |
| Signature Estate & Investment Advisors Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class |
3 |
| Taika Capital, LP |
3 |
| Strategic Investment Management, Llc |
3 |
| Rodgers Brothers Inc. |
3 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
3 |
| EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF |
3 |
| PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A |
3 |
| Eubel Brady & Suttman Asset Management Inc |
3 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
3 |
| New Millennium Group LLC |
3 |
| LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
3 |
| Everhart Financial Group, Inc. |
3 |
| Coastal Bridge Advisors, LLC |
3 |
| WealthTrust Axiom LLC |
3 |
| Kelly Lawrence W & Associates Inc/ca |
3 |
| CTC Capital Management, LLC |
3 |
| Silicon Valley Capital Partners |
3 |
| Delphia (USA) Inc. |
3 |
| GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional |
3 |
| Quotient Wealth Partners, LLC |
3 |
| Voya Senior Income Fund |
3 |
| PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A |
3 |
| Blackston Financial Advisory Group, LLC |
3 |
| PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares |
3 |
| Bivin & Associates, Inc. |
3 |
| Intelligent Financial Strategies |
3 |
| GGBFX - GuideStone Funds - Global Bond Fund Investor |
3 |
| Piper Sandler & Co. |
3 |
| Maplelane Capital, Llc |
3 |
| Roberts Capital Advisors, LLC |
3 |
| Zullo Investment Group, Inc. |
3 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
3 |
| Ulland Investment Advisors, LLC |
3 |
| FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund |
3 |
| Byrne Asset Management LLC |
3 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
| DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A |
3 |
| Princeton Portfolio Strategies Group LLC |
3 |
| Wealthsource Partners, Llc |
3 |
| ACK Asset Management LLC |
3 |
| Dreman Value Management, L L C |
3 |
| JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF |
3 |
| Plancorp, LLC |
3 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
3 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
3 |
| Baron Silver Stevens Financial Advisors, Llc |
3 |
| Tradition Capital Management Llc |
3 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC |
3 |
| Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund |
3 |
| Edmond de Rothschild (Europe) |
3 |
| RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF |
3 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
3 |
| PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I |
3 |
| Promus Capital, LLC |
3 |
| Encompass Wealth Advisors, Llc |
3 |
| Telemark Asset Management, LLC |
3 |
| Giverny Capital Inc. |
3 |
| Cornerstone Advisors Inc |
3 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
3 |
| MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF |
3 |
| BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional |
3 |
| 44 Wealth Management Llc |
3 |
| OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio |
3 |
| Citizens & Northern Corp |
3 |
| GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional |
3 |
| Marathon Trading Investment Management LLC |
3 |
| Verity Asset Management, Inc. |
3 |
| Alpine Woods Capital Investors, Llc |
3 |
| JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund |
3 |
| TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF |
3 |
| DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF |
3 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A |
3 |
| LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF |
3 |
| Folger Nolan Fleming Douglas Capital Management, Inc |
3 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
3 |
| Values First Advisors, Inc. |
3 |
| SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class |
3 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
3 |
| City State Bank |
3 |
| American Trust |
3 |
| ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
3 |
| DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A |
3 |
| Stone Run Capital, Llc |
3 |
| AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A |
3 |
| Rothschild Asset Management Inc |
3 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
3 |
| Davidson Kempner Capital Management Lp |
3 |
| Argent Financial Group, Inc. |
3 |
| Granahan Investment Management Inc/ma |
3 |
| EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A |
3 |
| EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A |
3 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
3 |
| Force Hill Capital Management LP |
3 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
3 |
| ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund |
3 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
3 |
| Impax Asset Management (AIFM) Ltd |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class |
3 |
| Chartwell Investment Partners/pa |
3 |
| Tradeworx Inc. |
3 |
| Sand Hill Global Advisors, LLC |
3 |
| CoreFirst Bank & Trust |
3 |
| Blackstone Group Inc |
3 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
3 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
3 |
| Kensington Investment Counsel, LLC |
3 |
| Mairs & Power Inc |
3 |
| Syntal Capital Partners, LLC |
3 |
| Madison Investment Advisors, LLC |
3 |
| Provence Wealth Management Group |
3 |
| LGT Fund Management Co Ltd. |
3 |
| Douglas Lane & Associates, LLC |
3 |
| SeaBridge Investment Advisors LLC |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A |
3 |
| Atala Financial Inc |
3 |
| Lakeview Capital Partners, LLC |
3 |
| Empirical Asset Management, LLC |
3 |
| Paragon Advisors, LLC |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class |
3 |
| Tributary Capital Management, LLC |
3 |
| ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A |
3 |
| Legacy Capital Wealth Partners, LLC |
3 |
| Wayfinding Financial, LLC |
3 |
| MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class |
3 |
| IMG Wealth Management, Inc. |
3 |
| Worth Asset Management, LLC |
3 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
3 |
| Kalos Management, Inc. |
3 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
3 |
| RPG Investment Advisory, LLC |
3 |
| Oliver Luxxe Assets LLC |
3 |
| Cartenna Capital, LP |
3 |
| Kennebec Savings Bank |
3 |
| Hutchens Investment Management Inc |
3 |
| Perpetual Investment Management Ltd |
3 |
| GLOBALT Investments LLC / GA |
3 |
| Bragg Financial Advisors, Inc |
3 |
| Kleinwort Benson Investors Dublin Ltd |
3 |
| Altus Wealth Group LLC |
3 |
| Blackstone / Gso Long-short Credit Income Fund |
3 |
| Weitz Investment Management, Inc. |
3 |
| Thomas J. Herzfeld Advisors, Inc. |
3 |
| Hugh Johnson Advisors LLC |
3 |
| Stock Portfolio - Stock Portfolio |
3 |
| Reby Advisors, LLC |
3 |
| CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares |
3 |
| FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund |
3 |
| Allegheny Financial Group LTD |
3 |
| Hoxton Financial, Inc. |
3 |
| FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF |
3 |
| First Trust Enhanced Equity Income Fund |
3 |
| Cary Street Partners Asset Management Llc |
3 |
| Tirschwell & Loewy Inc |
3 |
| Gabelli Dividend & Income Trust |
3 |
| FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund |
3 |
| PACIFIC SELECT FUND - Intermediate Bond Portfolio P |
3 |
| Millstone Evans Group, LLC |
3 |
| Concert Wealth Management Inc. |
3 |
| FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund |
3 |
| HWG Holdings LP |
3 |
| Fernwood Investment Management, LLC |
3 |
| Gabelli Utility Trust |
3 |
| Waddell & Reed Advisors Funds |
3 |
| Eaton Vance Senior Income Trust |
3 |
| Zebra Capital Management LLC |
3 |
| EdgeRock Capital LLC |
3 |
| Eaton Vance Risk-managed Diversified Equity Income Fund |
3 |
| Scarborough Advisors, LLC |
3 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
3 |
| PartnerRe Asset Management CORP |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| Springbank Value Partners Lp |
3 |
| Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) |
3 |
| VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc |
3 |
| GM Advisory Group, Inc. |
3 |
| Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest |
3 |
| Monticello Wealth Management, Llc |
3 |
| Cypress Point Wealth Management, LLC |
3 |
| eCIO, Inc. |
3 |
| EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A |
3 |
| Clifford Swan Investment Counsel Llc |
3 |
| Global Assets Advisory, LLC |
3 |
| OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. |
3 |
| Hunter Associates Investment Management Llc |
3 |
| WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class |
3 |
| RFG - Bristol Wealth Advisors, LLC |
3 |
| WealthPlan Investment Management, LLC |
3 |
| Coston, McIsaac & Partners |
3 |
| SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio |
3 |
| Ramsay, Stattman, Vela & Price, Inc. |
3 |
| Timber Creek Capital Management LLC |
3 |
| IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A |
3 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
3 |
| Archon Partners LLC |
3 |
| FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
3 |
| FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares |
3 |
| CR Intrinsic Investors, LLC |
3 |
| DCM Advisors, LLC |
3 |
| Exos TFP Holdings LLC |
3 |
| R.P. Boggs & Co. |
3 |
| Cortina Asset Management, LLC |
3 |
| Olstein Funds |
3 |
| TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. |
3 |
| Brewin Dolphin Wealth Management Ltd |
3 |
| PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. |
3 |
| TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund |
3 |
| Hemenway Trust Co LLC |
3 |
| Somerville Kurt F |
3 |
| PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund |
3 |
| TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund |
3 |
| Drive Wealth Management, Llc |
3 |
| Columbia Seligman Premium Technology Growth Fund, Inc. |
3 |
| TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. |
3 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
3 |
| TriaGen Wealth Management LLC |
3 |
| Traynor Capital Management, Inc. |
3 |
| GEIZX - GuideStone Funds - Growth Equity Index Fund Investor |
3 |
| WUSAX - WANGER ADVISORS TRUST - Wanger USA |
3 |
| BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF |
3 |
| Ionic Capital Management LLC |
3 |
| SHOC - EA Series Trust - Strive U.S. Semiconductor ETF |
3 |
| IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| Dudley & Shanley, Inc. |
3 |
| Marshall Financial Group LLC |
3 |
| Hills Bank & Trust Co |
3 |
| Deprince Race & Zollo Inc |
3 |
| Brick & Kyle, Associates |
3 |
| Redwood Park Advisors LLC |
3 |
| IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF |
3 |
| BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
3 |
| GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF |
3 |
| TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF |
3 |
| FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A |
3 |
| Wendell David Associates Inc |
3 |
| Accel Wealth Management |
3 |
| JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) |
3 |
| General Partner, Inc. |
3 |
| MTM Investment Management, LLC |
3 |
| Channing Capital Management, LLC |
3 |
| Clear Investment Research, Llc |
3 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
3 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
3 |
| Sage Mountain Advisors LLC |
3 |
| Liberty Capital Management, Inc. |
3 |
| FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund |
3 |
| Crescent Capital Consulting, LLC |
3 |
| Armstrong Advisory Group, Inc |
3 |
| Catalyst Financial Partners Llc |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| Mirador Capital Partners LP |
3 |
| Trust Co |
3 |
| Skylands Capital, LLC |
3 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
3 |
| Meyer Handelman Co |
3 |
| Clarkston Capital Partners, LLC |
3 |
| Daymark Wealth Partners, Llc |
3 |
| IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV |
3 |
| Voisard Asset Management Group, Inc. |
3 |
| FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund |
3 |
| Icon Wealth Advisors, LLC |
3 |
| MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF |
3 |
| VitalStone Financial, LLC |
3 |
| MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF |
3 |
| Peoples Financial Services Corp. |
3 |
| Morgan Dempsey Capital Management Llc |
3 |
| Mcrae Capital Management Inc |
3 |
| Glass Jacobson Investment Advisors llc |
3 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
3 |
| MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| Amica Pension Fund Board Of Trustees |
3 |
| PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A |
3 |
| Starfire Investment Advisers, Inc. |
3 |
| XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF |
3 |
| Cassaday & Co Wealth Management LLC |
3 |
| Team Hewins, LLC |
3 |
| McGlone Suttner Wealth Management, Inc. |
3 |
| New Hampshire Trust |
3 |
| AM Squared Ltd |
3 |
| Harris Associates L P |
3 |
| Eisler Capital (US) LLC |
3 |
| Ninety One UK Ltd |
3 |
| Nbt Bank N A /ny |
3 |
| M&g Investment Management Ltd |
3 |
| TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF |
3 |
| Garden State Investment Advisory Services LLC |
3 |
| BlackRock Capital Allocation Trust |
3 |
| Comerica Securities Inc |
3 |
| Garcia Hamilton & Associates Lp/de |
3 |
| Himco Variable Insurance Trust |
3 |
| XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF |
3 |
| Lloyds Banking Group plc |
3 |
| SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A |
3 |
| PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares |
3 |
| Moran Wealth Management, LLC |
3 |
| Fosun International Ltd |
3 |
| Thematics Asset Management |
3 |
| United Asset Strategies, Inc. |
3 |
| Greenwich Wealth Management LLC |
3 |
| FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund |
3 |
| Garda Capital Partners Lp |
3 |
| Harvest Portfolios Group Inc. |
3 |
| Swedbank |
3 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
3 |
| Mattson Financial Services, LLC |
3 |
| Motley Fool Asset Management LLC |
3 |
| Hartline Investment Corp/ |
3 |
| Cornerstone Total Return Fund Inc |
3 |
| DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. |
3 |
| Cornerstone Strategic Value Fund Inc |
3 |
| Central Securities Corp |
3 |
| Grey Fox Wealth Advisors, LLC |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 |
3 |
| Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 |
3 |
| Carmignac Gestion |
3 |
| RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class |
3 |
| Chiron Capital Management, Llc |
3 |
| Pekin Hardy Strauss, Inc. |
3 |
| DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A |
3 |
| Hamilton Point Investment Advisors, LLC |
3 |
| Trust Investment Advisors |
3 |
| Harbour Investment Management Llc |
3 |
| Willingdon Wealth Management |
3 |
| American National Registered Investment Advisor, Inc. |
3 |
| Wharton Business Group, LLC |
3 |
| Ransom Advisory, Ltd |
3 |
| HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia |
3 |
| SFE Investment Counsel |
3 |
| HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 |
3 |
| UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 |
3 |
| Pinnacle Wealth Management Advisory Group, LLC |
3 |
| Wright Managed Equity Trust |
3 |
| MVV - PROSHARES TRUST - ProShares Ultra MidCap400 |
3 |
| Homrich & Berg |
3 |
| Baldwin Investment Management, LLC |
3 |
| SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund |
3 |
| KP Management LLC |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial |
3 |
| Mastrapasqua Asset Management Inc |
3 |
| PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund |
3 |
| GRW - TCW ETF Trust - TCW Compounders ETF |
3 |
| Vestor Capital, Llc |
3 |
| Nwam Llc |
3 |
| Gyroscope Capital Management Group, Llc |
3 |
| Linden Thomas Advisory Services, LLC |
3 |
| Strategic Wealth Advisors Group, LLC |
3 |
| Adirondack Trust Co |
3 |
| RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity |
3 |
| IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K |
3 |
| Coppell Advisory Solutions Corp. |
3 |
| Bruderman Asset Management, LLC |
3 |
| Portfolio Design Labs, LLC |
3 |
| CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class |
3 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio |
3 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
| First Financial Bank - Trust Division |
3 |
| FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund |
3 |
| MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF |
3 |
| MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF |
3 |
| Pensionfund Sabic |
3 |
| Rosenbaum Jay D. |
3 |
| ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| Meritage Group LP |
3 |
| Copper Rock Capital Partners, LLC |
3 |
| ROM - PROSHARES TRUST - ProShares Ultra Technology |
3 |
| Hollencrest Capital Management |
3 |
| Allianz Se |
3 |
| Patton Albertson Miller Group, Llc |
3 |
| PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares |
3 |
| Leith Wheeler Investment Counsel Ltd. |
3 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. |
3 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA |
3 |
| West Chester Capital Advisors, Inc |
3 |
| Cary Street Partners Financial Llc |
3 |
| Wunderlich Securities, Inc. |
3 |
| Centennial Bank/AR/ |
3 |
| Indiana Trust & Investment Management CO |
3 |
| ABASX - AB TRUST - AB Discovery Value Fund Class A |
3 |
| Seizert Capital Partners, Llc |
3 |
| Sentinel Variable Products Trust |
3 |
| Lmp Capital & Income Fund Inc. |
3 |
| PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF |
3 |
| Masters Capital Management Llc |
3 |
| LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares |
3 |
| RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares |
3 |
| STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
3 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
3 |
| Blackrock Master Llc |
3 |
| Legacy Private Trust Co. |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial |
3 |
| Cadinha & Co Llc |
3 |
| Exchange Capital Management, Inc. |
3 |
| Sanibel Captiva Trust Company, Inc. |
3 |
| Wade G W & Inc |
3 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
3 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| Nixon Peabody Trust Co |
3 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA |
3 |
| Capital City Trust Co/fl |
3 |
| McCarthy Grittinger Financial Group, LLC |
3 |
| Nova Wealth Management, Inc. |
3 |
| FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund |
3 |
| Alteri Wealth LLC |
3 |
| Focus Financial Network Inc /adv |
3 |
| PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A |
3 |
| Ashford Capital Management Inc |
3 |
| Profit Investment Management, LLC |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| Cheyne Capital Management (UK) LLP |
3 |
| High Income Opportunities Portfolio - High Income Opportunities Portfolio |
3 |
| KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A |
3 |
| Compass Ion Advisors, LLC |
3 |
| FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional |
3 |
| First Trust High Income Long/short Fund |
3 |
| Neuberger Berman High Yield Strategies Fund Inc. |
3 |
| Marathon Capital Management |
3 |
| University Of Texas/texas Am Investment Managment Co |
3 |
| Cohen & Steers, Inc. |
3 |
| Victory Institutional Funds |
3 |
| MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z |
3 |
| Delta Asset Management Llc/tn |
3 |
| City Holding Co |
3 |
| CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A |
3 |
| Addenda Capital Inc. |
3 |
| Oppenheimer Discovery Mid Cap Growth Fund |
3 |
| Sloy Dahl & Holst, LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A |
3 |
| Imprint Wealth LLC |
3 |
| DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A |
3 |
| UNIVEST FINANCIAL Corp |
3 |
| Trivant Custom Portfolio Group, LLC |
3 |
| Leavell Investment Management, Inc. |
3 |
| JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z |
3 |
| 3Chopt Investment Partners, LLC |
3 |
| Winch Advisory Services, LLC |
3 |
| Hirtle Callaghan & Co LLC |
3 |
| American Research & Management Co. |
3 |
| Jpmorgan Trust Iii |
3 |
| Sone Capital Management, LLC |
3 |
| Mfs Special Value Trust |
3 |
| Stancorp Investment Advisers Inc |
3 |
| Catawba Capital Management /va |
3 |
| Groupe la Francaise |
3 |
| TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund |
3 |
| Paradigm Capital Management Inc/ny |
3 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
3 |
| IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF |
3 |
| MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A |
3 |
| Empower Advisory Group, LLC |
3 |
| DCVCX - FundVantage Trust - Dupont Capital Value Creators Large Cap Fund Class I |
3 |
| Cambridge Advisors Inc. |
3 |
| MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A |
3 |
| Mfs Intermediate Income Trust |
3 |
| FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF |
3 |
| TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A |
3 |
| Litman Gregory Asset Management LLC |
3 |
| Farmers Trust Co |
3 |
| Cordasco Financial Network |
3 |
| TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF |
3 |
| Thrivent Core Funds - Thrivent Core Mid Cap Value Fund |
3 |
| PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) |
3 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
| JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF |
3 |
| Caisse Des Depots Et Consignations |
3 |
| Investors Capital Advisory Services |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| Impact Partnership Wealth, LLC |
3 |
| Winslow Capital Management, LLC |
3 |
| Blackrock Floating Rate Income Trust |
3 |
| BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A |
3 |
| American Independence Funds Trust |
3 |
| FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A |
3 |
| Missouri Valley Partners, Inc. |
3 |
| Fort Pitt Capital Group, Llc |
3 |
| SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 |
3 |
| Bray Capital Advisors |
3 |
| Clough Global Dividend & Income Fund |
3 |
| Rockbridge Investment Management, LCC |
3 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
3 |
| Annex Advisory Services, LLC |
3 |
| WFA of San Diego, LLC |
3 |
| Intrua Financial, LLC |
3 |
| Horizons Etf Trust I |
3 |
| Granite Investment Advisors, LLC |
3 |
| Verus Financial Partners, Inc. |
3 |
| Prudent Man Advisors, LLC |
3 |
| PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
3 |
| First Trust Investment Solutions L.P. |
3 |
| Western Asset High Income Fund Ii Inc. |
3 |
| Wells Fargo Income Opportunities Fund |
3 |
| Nippon Life Insurance Co |
3 |
| Invesco, Llc |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I |
3 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
3 |
| EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
| McKinley Carter Wealth Services, Inc. |
3 |
| Cutter & CO Brokerage, Inc. |
3 |
| IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF |
3 |
| CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund |
3 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
3 |
| Bancroft Fund Ltd |
3 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
| MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I |
3 |
| Calamos Global Total Return Fund |
3 |
| Inverness Counsel Llc /ny/ |
3 |
| Bank Of Hawaii |
3 |
| Steward Partners Investment Solutions, Llc |
3 |
| LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class |
3 |
| LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class |
3 |
| EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K |
3 |
| SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A |
3 |
| CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A |
3 |
| Myriad Asset Management Ltd. |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 |
3 |
| Steelhead Partners Llc |
3 |
| Minot DeBlois Advisors LLC |
3 |
| Jasper Ridge Partners, L.P. |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class |
3 |
| IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF |
3 |
| Solaris Asset Management Llc |
3 |
| PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A |
3 |
| Headinvest, Llc |
3 |
| Turner Funds |
3 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
| Cim Investment Mangement Inc |
3 |
| PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A |
3 |
| Westend Capital Management LLC |
3 |
| Ranger Investment Management, L.P. |
3 |
| David R. Rahn & Associates Inc. |
3 |
| Capital Impact Advisors, LLC |
3 |
| GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class |
3 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
3 |
| MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares |
3 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
| Evelyn Partners Investment Management Services Ltd |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB |
3 |
| Tema Etfs Llc |
3 |
| Dodge & Cox |
3 |
| SFYX - Tidal ETF Trust - SoFi Next 500 ETF |
3 |
| ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I |
3 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
3 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
3 |
| RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A |
3 |
| FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund |
3 |
| Wealth Preservation Advisors, LLC |
3 |
| Parvin Asset Management, LLC |
3 |
| FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF |
3 |
| JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A |
3 |
| Tiaa Trust, National Association |
3 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
| OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class |
3 |
| EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB |
3 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
| RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF |
3 |
| Personal Capital Advisors Corp |
3 |
| LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF |
3 |
| Peoples Bank/KS |
3 |
| Alliancebernstein Global High Income Fund Inc |
3 |
| TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S |
3 |
| Buck Wealth Strategies, LLC |
3 |
| TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S |
3 |
| NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I |
3 |
| Fullcircle Wealth Llc |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A |
3 |
| Wbh Advisory Inc |
3 |
| Midwest Trust Co |
3 |
| Broadview Funds Trust |
3 |
| Riverbridge Partners Llc |
3 |
| Western Asset High Income Opportunity Fund Inc. |
3 |
| SMMD - iSHARES TRUST - iShares Russell 2500 ETF |
3 |
| IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF |
3 |
| MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A |
3 |
| MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A |
3 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
3 |
| PharVision Advisers, LLC |
3 |
| Train Babcock Advisors Llc |
3 |
| NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A |
3 |
| QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF |
3 |
| ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF |
3 |
| BKD Wealth Advisors, LLC |
3 |
| WEHIX - WEITZ FUNDS - Hickory Fund |
3 |
| Segment Wealth Management, LLC |
3 |
| Eagle Ridge Investment Management |
3 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
3 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
3 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
3 |
| Ellsworth Growth & Income Fund Ltd |
3 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
| L & S Advisors Inc |
3 |
| Perritt Capital Management Inc |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional |
3 |
| Gabelli Nextshares Trust |
3 |
| Parr Mcknight Wealth Management Group, Llc |
3 |
| Blue Ridge Capital, L.L.C. |
3 |
| Henderson Global Funds |
3 |
| Osborne Partners Capital Management, Llc |
3 |
| VGLSX - VALIC Co I - Global Strategy Fund |
3 |
| Bamco Inc /ny/ |
3 |
| QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio |
3 |
| TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund |
3 |
| Aries Wealth Management |
3 |
| Rockland Trust Co |
3 |
| Clarus Wealth Advisors |
3 |
| Peloton Wealth Strategists |
3 |
| Stoneridge Investment Partners Llc |
3 |
| ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares |
3 |
| Ohio National Investments, Inc. |
3 |
| Castle Rock Wealth Management, LLC |
3 |
| COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class |
3 |
| Nichols & Pratt Advisers Llp /ma |
3 |
| Tealwood Asset Management Inc |
3 |
| CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF |
3 |
| LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A |
3 |
| FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund |
3 |
| FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund |
3 |
| Waterloo Capital, L.P. |
3 |
| FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund |
3 |
| Taylor Hoffman Wealth Management |
3 |
| Uncommon Cents Investing LLC |
3 |
| FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class |
3 |
| PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund |
3 |
| NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF |
3 |
| IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class |
3 |
| Redwood Investment Management, Llc |
3 |
| Nan Shan Life Insurance Co., Ltd. |
3 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio |
3 |
| Hound Partners, LLC |
3 |
| Derby & Company, Inc |
3 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
3 |
| FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund |
3 |
| BancorpSouth Bank |
3 |
| FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund |
3 |
| Oak Grove Capital LLC |
3 |
| FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund |
3 |
| Poehling Capital Management, LLC |
3 |
| AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares |
3 |
| FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF |
3 |
| Wellington Shields Capital Management, LLC |
3 |
| James Hambro & Partners |
3 |
| RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund |
3 |
| WATWX - WANGER ADVISORS TRUST - Wanger Select |
3 |
| PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares |
3 |
| Keel Point, LLC |
3 |
| FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio |
3 |
| VMIDX - VALIC Co I - Mid Cap Index Fund |
3 |
| EXI - iSHARES TRUST - iShares Global Industrials ETF |
3 |
| Marble Harbor Investment Counsel, LLC |
3 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
3 |
| SPC Financial, Inc. |
3 |
| FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund |
3 |
| Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund |
3 |
| AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class |
3 |
| ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class |
3 |
| Blackhawk Capital Partners LLC. |
3 |
| WMKGX - WESMARK FUNDS - WesMark Growth Fund |
3 |
| Financial Engines Advisors L.L.C. |
3 |
| GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares |
3 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
3 |
| FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A |
3 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
3 |
| Coastline Trust Co |
3 |
| HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF |
3 |
| VestGen Advisors, LLC |
3 |
| Akre Capital Management Llc |
3 |
| Premia Global Advisors, Llc |
3 |
| MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A |
3 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class |
3 |
| CHURCHILL MANAGEMENT Corp |
3 |
| MainStreet Investment Advisors LLC |
3 |
| SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund |
3 |
| WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares |
3 |
| Measured Wealth Private Client Group, LLC |
3 |
| PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A |
3 |
| GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A |
3 |
| Divergent Wealth Advisors, Llc |
3 |
| Dynasty Wealth Management, Llc |
3 |
| SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class |
3 |
| CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A |
3 |
| WESPAC Advisors, LLC |
3 |
| BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares |
3 |
| SRN Advisors, LLC |
3 |
| HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF |
3 |
| Rothschild Investment Corp /il |
3 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
| Corient IA LLC |
3 |
| JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class |
3 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
| Schmidt P J Investment Management Inc |
3 |
| Acorn Wealth Advisors, LLC |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class |
3 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF |
3 |
| LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A |
3 |
| Whitnell & Co. |
3 |
| FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares |
3 |
| MVSGX - HARBOR FUNDS - Harbor Strategic Growth Fund Institutional Class |
3 |
| Abacus Planning Group, Inc. |
3 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
3 |
| Pacific Sun Financial Corp |
3 |
| FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares |
3 |
| KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares |
3 |
| MML Series Investment Fund II - MML Special Situations Fund Class II |
3 |
| Rossmore Private Capital |
3 |
| First Western Capital Management Co |
3 |
| FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares |
3 |
| KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares |
3 |
| FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares |
3 |
| JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF |
3 |
| JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF |
3 |
| JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF |
3 |
| MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF |
3 |
| JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF |
3 |
| Rheos Capital Works Inc. |
3 |
| Optimal Asset Management, Inc. |
3 |
| TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S |
3 |
| MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF |
3 |
| Fs Credit Income Fund |
3 |
| FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares |
3 |
| FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A |
3 |
| Hartford Funds Management Co LLC |
3 |
| AT Bancorp |
3 |
| MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A |
3 |
| Elmwood Wealth Management, Inc. |
3 |
| Arnhold LLC |
3 |
| QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio |
3 |
| VBCVX - VALIC Co I - Systematic Value Fund |
3 |
| LMR Master Fund Ltd |
3 |
| KC Investment Advisors, LLC |
3 |
| Ziegler Capital Management, LLC |
3 |
| Gables Capital Management Inc. |
3 |
| MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A |
3 |
| Cubic Asset Management, LLC |
3 |
| FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF |
3 |
| Howard Capital Management Inc. |
3 |
| AlTi Global, Inc. |
3 |
| Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A |
3 |
| EAM Global Investors LLC |
3 |
| Dundas Partners LLP |
3 |
| GlobalBridge, Inc. |
3 |
| FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund |
3 |
| Financial Perspectives, Inc |
3 |
| REAP Financial Group, LLC |
3 |
| AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF |
3 |
| FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund |
3 |
| MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A |
3 |
| FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund |
3 |
| TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I |
3 |
| FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund |
3 |
| Woodley Farra Manion Portfolio Management Inc |
3 |
| Calamos Long/Short Equity & Dynamic Income Trust |
3 |
| Bares Capital Management, Inc. |
3 |
| Arrowgrass Capital Partners (us) Lp |
3 |
| Davidson Capital Management Inc. |
3 |
| FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio |
3 |
| Boenning & Scattergood, Inc. |
3 |
| SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares |
3 |
| Equitable Trust Co |
3 |
| FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF |
3 |
| FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF |
3 |
| Garde Capital, Inc. |
3 |
| SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A |
3 |
| CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A |
3 |
| RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 |
3 |
| Steigerwald, Gordon & Koch Inc. |
3 |
| Montecito Bank & Trust |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 |
3 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
3 |
| Equitable Holdings, Inc. |
3 |
| Valmark Advisers, Inc. |
3 |
| Park Square Financial Group, LLC |
3 |
| AdvisorShares Investments LLC |
3 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
3 |
| Sowa Financial Group, Inc. |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
3 |
| IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF |
3 |
| Tritonpoint Wealth, Llc |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares |
3 |
| Wakefield Asset Management LLLP |
3 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
3 |
| TFG Advisers LLC |
3 |
| IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF |
3 |
| FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF |
3 |
| Traub Capital Management LLC |
3 |
| PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 |
3 |
| WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF |
3 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
| Tandem Capital Management Corp /adv |
3 |
| RMR Wealth Builders |
3 |
| Running Oak Capital LLC |
3 |
| Princeton Capital Management Llc |
3 |
| Delta Investment Management, LLC |
3 |
| IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF |
3 |
| SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class |
3 |
| IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 |
3 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
3 |
| Grandfield & Dodd, Llc |
3 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
3 |
| WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares |
3 |
| IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
3 |
| Cordatus Wealth Management LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
3 |
| Foster Dykema Cabot & Partners, Llc |
3 |
| Gen-Wealth Partners Inc |
3 |
| IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF |
3 |
| Grandview Asset Management LLC |
3 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
3 |
| TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund |
3 |
| MADDEN SECURITIES Corp |
3 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
3 |
| FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund |
3 |
| Paragon Capital Management LLC |
3 |
| DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF |
3 |
| Acima Private Wealth, Llc |
3 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
3 |
| TRANSAMERICA FUNDS - Transamerica Core Bond I2 |
3 |
| Personal Wealth Partners |
3 |
| JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares |
3 |
| IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A |
3 |
| MML Series Investment Fund II - MML Asset Momentum Fund Class II |
3 |
| IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A |
3 |
| New Covenant Trust Company, N.A. |
3 |
| Strategic Investment Advisors / MI |
3 |
| TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 |
3 |
| Costello Asset Management, INC |
3 |
| Garrison Point Advisors, Llc |
3 |
| TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A |
3 |
| Pentwater Capital Management LP |
3 |
| Cedar Brook Financial Partners, LLC |
3 |
| GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF |
3 |
| Insight Wealth Strategies, LLC |
3 |
| TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R |
3 |
| Reston Wealth Management Llc |
3 |
| GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF |
3 |
| IPG Investment Advisors LLC |
3 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
3 |
| NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| PICTET BANK & TRUST Ltd |
3 |
| IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF |
3 |
| Mizuho Securities Co. Ltd. |
3 |
| SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A |
3 |
| Main Street Group, LTD |
3 |
| GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A |
3 |
| PAX Financial Group, LLC |
3 |
| NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A |
3 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
3 |
| Farmers & Merchants Trust Co of Long Beach |
3 |
| WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
3 |
| SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF |
3 |
| GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF |
3 |
| IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF |
3 |
| Little House Capital Llc |
3 |
| Thoroughbred Financial Services, Llc |
3 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
3 |
| JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I |
3 |
| Wood Tarver Financial Group, LLC |
3 |
| NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A |
3 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
3 |
| NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF |
3 |
| Kodai Capital Management LP |
3 |
| AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class |
3 |
| Ruane, Cunniff & Goldfarb Inc |
3 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
| Semmax Financial Advisors Inc. |
3 |
| FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund |
3 |
| EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A |
3 |
| EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A |
3 |
| PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares |
3 |
| FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF |
3 |
| Banyan Capital Management, Inc. |
3 |
| PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares |
3 |
| QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund |
3 |
| Corsair Capital Management, L.p. |
3 |
| MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A |
3 |
| Blue Grotto Capital, LLC |
3 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
3 |
| Harvest Investment Services, LLC |
3 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
| Laidlaw Wealth Management LLC |
3 |
| JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A |
3 |
| LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A |
3 |
| Integrity Alliance, Llc. |
3 |
| Pictet North America Advisors SA |
3 |
| Guidance Point Advisors, LLC |
3 |
| MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares |
3 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
3 |
| GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional |
3 |
| GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A |
3 |
| BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional |
3 |
| GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A |
3 |
| Riverstone Advisors, LLC |
3 |
| Investment House Llc |
3 |
| MorganRosel Wealth Management, LLC |
3 |
| Ballast Advisors Llc |
3 |
| DeepCurrents Investment Group LLC |
3 |
| Pacific Capital Wealth Advisors, Inc |
3 |
| CFGRX - COMMERCE FUNDS - The Growth Fund Shares |
3 |
| Beacon Trust Co |
3 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
3 |
| LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A |
3 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
| Seeds Investor Llc |
3 |
| Edge Capital Group, LLC |
3 |
| Aspire Private Capital, LLC |
3 |
| Keebeck Wealth Management, LLC |
3 |
| WBALX - WEITZ FUNDS - Balanced Fund - Investor Class |
3 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
3 |
| Mid Atlantic Financial Management Inc/adv |
3 |
| IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A |
3 |
| JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| Aequim Alternative Investments LP |
3 |
| Cypress Capital, LLC |
3 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| D1 Capital Partners L.P. |
3 |
| USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF |
3 |
| N.E.W. Advisory Services LLC |
3 |
| Aprio Wealth Management, LLC |
3 |
| O'Brien Greene & Co. Inc |
3 |
| MSD Partners, L.P. |
3 |
| Financial Insights, Inc. |
3 |
| MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
3 |
| Quilter Plc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A |
3 |
| LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A |
3 |
| LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A |
3 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
3 |
| Roubaix Capital, LLC |
3 |
| AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF |
3 |
| Horizon Funds - HORIZON EXPEDITION PLUS ETF |
3 |
| JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I |
3 |
| Lake Street Financial Llc |
3 |
| Aegon Asset Management Uk Plc |
3 |
| OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio |
3 |
| JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I |
3 |
| Manning & Napier Advisors Llc |
3 |
| Teamwork Financial Advisors, LLC |
3 |
| Patriot Investment Management Inc. |
3 |
| Argent Wealth Management LLC |
3 |
| Cornerstone Wealth Group, LLC |
3 |
| L2 Asset Management, LLC |
3 |
| Mediolanum International Funds Ltd |
3 |
| PSI Advisors, LLC |
3 |
| Madison Asset Management, LLC |
3 |
| Nicolet Advisory Services, Llc |
3 |
| MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| Soros Capital Management Llc |
3 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
3 |
| SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class |
3 |
| Cornerstone Advisors, LLC |
3 |
| XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund |
3 |
| Inscription Capital, LLC |
3 |
| Baldrige Asset Management LLC |
3 |
| Iberiabank Corp |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| Lloyd Advisory Services, LLC. |
3 |
| Thor Advisors, Llc |
3 |
| ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 |
3 |
| Ardsley Advisory Partners Lp |
3 |
| DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares |
3 |
| MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares |
3 |
| Enterprise Trust & Investment Co |
3 |
| Mine & Arao Wealth Creation & Management, LLC. |
3 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
3 |
| Delphi Management Inc /ma/ |
3 |
| IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV |
3 |
| Emerald Mutual Fund Advisers Trust |
3 |
| Stonehage Fleming Financial Services Holdings Ltd |
3 |
| Strategic Wealth Designers |
3 |
| Guggenheim Equal Weight Enhanced Equity Income Fund |
3 |
| Houlihan Financial Resource Group, Ltd. |
3 |
| Summit Wealth Group, LLC |
3 |
| Value Partners Investments Inc. |
3 |
| JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I |
3 |
| Orser Capital Management, Llc |
3 |
| Rowland Carmichael Advisors Inc /adv |
3 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
| QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF |
3 |
| Spdr S&p Midcap 400 Etf Trust |
3 |
| Martin Investment Management, LLC |
3 |
| Principle Wealth Partners Llc |
3 |
| Stonehage Fleming (uk) Ltd |
3 |
| BlackRock Credit Strategies Fund |
3 |
| Profunds - Profund Vp Ultramid-cap |
3 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
3 |
| Profunds - Profund Vp Technology |
3 |
| Hcim Trust |
3 |
| IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I |
3 |
| BlackRock Science & Technology Trust II |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A |
3 |
| Carolina Wealth Advisors, LLC |
3 |
| Profunds - Profund Vp Mid-cap Growth |
3 |
| Epiq Partners, Llc |
3 |
| Munder Series Trust |
3 |
| FirstMerit Bank N A Trustee |
3 |
| AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares |
3 |
| Steel Peak Wealth Management LLC |
3 |
| Townsend Asset Management Corp /nc/ /adv |
3 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
3 |
| TD Securities (USA) LLC |
3 |
| TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class |
3 |
| Profunds - Profund Vp Mid-cap Value |
3 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
3 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
3 |
| MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF |
3 |
| Caitlin John, LLC |
3 |
| OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A |
3 |
| Alaska Permanent Fund Corp |
3 |
| NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A |
3 |
| FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A |
3 |
| RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF |
3 |
| Howard Wealth Management, Llc |
3 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
3 |
| GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class |
3 |
| GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares |
3 |
| GLENMEDE FUND INC - Alternative Risk Premia Portfolio |
3 |
| GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio |
3 |
| GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio |
3 |
| Tobias Financial Advisors, Inc. |
3 |
| RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
3 |
| SkyOak Wealth, LLC |
3 |
| Central Valley Advisors, Llc |
3 |
| Ashfield Capital Partners, LLC |
3 |
| Custom Index Systems, Llc |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
3 |
| BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF |
3 |
| AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A |
3 |
| Financial Enhancement Group LLC |
3 |
| Old Dominion Capital Management Inc |
3 |
| Horizon Investment Services, LLC |
3 |
| QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I |
3 |
| Viking Global Investors Lp |
3 |
| VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
3 |
| Fairway Wealth LLC |
3 |
| STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A |
3 |
| D'Orazio & Associates, Inc. |
3 |
| COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A |
3 |
| IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| Private Bank & Trust Co |
3 |
| VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares |
3 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
3 |
| FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A |
3 |
| PFM Health Sciences, LP |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| Shikiar Asset Management Inc |
3 |
| VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares |
3 |
| MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I |
3 |
| FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
| BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A |
3 |
| LifePlan Financial Group, Inc |
3 |
| OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A |
3 |
| HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A |
3 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
3 |
| HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A |
3 |
| HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A |
3 |
| Focus Financial Network, Inc. |
3 |
| MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A |
3 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
3 |
| VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares |
3 |
| VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares |
3 |
| IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares |
3 |
| VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares |
3 |
| HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A |
3 |
| Jnl Series Trust - Jnl/wmc Balanced Fund (a) |
3 |
| AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund |
3 |
| HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A |
3 |
| PFFD - Global X Funds - Global X U.S. Preferred ETF |
3 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
| JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) |
3 |
| POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund |
3 |
| FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES |
3 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
3 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) |
3 |
| ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio |
3 |
| Standard Life Investments LTD |
3 |
| Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) |
3 |
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 |
3 |
| Ninety One SA (PTY) Ltd |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares |
3 |
| SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 |
3 |
| Tidemark, LLC |
3 |
| SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 |
3 |
| Fulton Breakefield Broenniman Llc |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 |
3 |
| EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A |
3 |
| VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares |
3 |
| Clough Capital Partners L P |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I |
3 |
| STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class |
3 |
| Bar Harbor Trust Services |
3 |
| RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF |
3 |
| Bangor Savings Bank |
3 |
| WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C |
3 |
| LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class |
3 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
3 |
| ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 |
3 |
| VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares |
3 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
3 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
3 |
| Spinnaker Trust |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
3 |
| SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A |
3 |
| MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| NOMIX - Northern Funds - Northern Mid Cap Index Fund |
3 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
3 |
| SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 |
3 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares |
3 |
| Ifrah Financial Services, Inc. |
3 |
| SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF |
3 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
3 |
| BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF |
3 |
| BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF |
3 |
| LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF |
3 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
3 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
3 |
| Guardian Variable Products Trust - Guardian Diversified Research VIP Fund |
3 |
