| Proequities, Inc. |
32 |
| Jpmorgan Chase & Co |
30 |
| UBS Group AG |
28 |
| Morgan Stanley |
28 |
| Citadel Advisors Llc |
27 |
| Susquehanna International Group, Llp |
27 |
| Deutsche Bank Ag\ |
27 |
| Barclays Plc |
26 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
26 |
| Bank Of America Corp /de/ |
26 |
| Goldman Sachs Group Inc |
26 |
| Jane Street Group, Llc |
26 |
| Royal Bank Of Canada |
25 |
| BlackRock, Inc. |
25 |
| Citigroup Inc |
24 |
| Tower Research Capital LLC (TRC) |
24 |
| Advisor Group Holdings, Inc. |
24 |
| Wells Fargo & Company/mn |
24 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
23 |
| Fmr Llc |
23 |
| Geode Capital Management, Llc |
23 |
| Pnc Financial Services Group, Inc. |
22 |
| Vanguard Group Inc |
22 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
20 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
20 |
| Millennium Management Llc |
20 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
20 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
19 |
| Invesco Ltd. |
19 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
19 |
| Northern Trust Corp |
19 |
| Russell Investments Group, Ltd. |
19 |
| Simplex Trading, Llc |
19 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
19 |
| Renaissance Technologies Llc |
18 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
18 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
18 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
18 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
18 |
| Victory Capital Management Inc |
18 |
| FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund |
18 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
17 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
17 |
| Rhumbline Advisers |
17 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
17 |
| Bank of New York Mellon Corp |
17 |
| Marshall Wace, Llp |
17 |
| American International Group, Inc. |
17 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
17 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
17 |
| New York State Common Retirement Fund |
17 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
17 |
| State Street Corp |
17 |
| Virtu Financial LLC |
17 |
| Credit Suisse Ag/ |
17 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
17 |
| Ameriprise Financial Inc |
17 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
16 |
| Bank Of Montreal /can/ |
16 |
| Parallel Advisors, LLC |
16 |
| Allianz Asset Management GmbH |
16 |
| Cwm, Llc |
16 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
16 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
16 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
16 |
| Legal & General Group Plc |
16 |
| Manufacturers Life Insurance Company, The |
16 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
16 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
16 |
| Ubs Asset Management Americas Inc |
16 |
| IFP Advisors, Inc |
16 |
| Sei Investments Co |
16 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
15 |
| Cohen & Steers Quality Income Realty Fund Inc |
15 |
| Gabelli Funds Llc |
15 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
15 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
15 |
| D. E. Shaw & Co., Inc. |
15 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
15 |
| Hrt Financial Lp |
15 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
15 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
15 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
15 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
15 |
| Walleye Trading LLC |
15 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
15 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
15 |
| Group One Trading, L.p. |
15 |
| Dimensional Fund Advisors Lp |
15 |
| LPL Financial LLC |
15 |
| Bnp Paribas Arbitrage, Sa |
15 |
| California Public Employees Retirement System |
15 |
| Us Bancorp \de\ |
14 |
| SG Americas Securities, LLC |
14 |
| Creative Planning |
14 |
| Charles Schwab Investment Management Inc |
14 |
| WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares |
14 |
| Walleye Capital LLC |
14 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
14 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
14 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
14 |
| Wolverine Trading, Llc |
14 |
| Cutler Group LP |
14 |
| Raymond James & Associates |
14 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
14 |
| Advisor Group, Inc. |
14 |
| Nuveen Asset Management, LLC |
14 |
| FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund |
14 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
14 |
| Quadrant Capital Group Llc |
14 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
14 |
| Balyasny Asset Management Llc |
14 |
| Qube Research & Technologies Ltd |
14 |
| Invesco Bond Fund |
14 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
14 |
| Aqr Capital Management Llc |
14 |
| College Retirement Equities Fund |
14 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
14 |
| Fifth Third Bancorp |
13 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
13 |
| SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF |
13 |
| Steward Partners Investment Advisory, Llc |
13 |
| Magnetar Financial LLC |
13 |
| Advisory Services Network, LLC |
13 |
| Allworth Financial LP |
13 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
13 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
13 |
| Cubist Systematic Strategies, LLC |
13 |
| California State Teachers Retirement System |
13 |
| Dupont Capital Management Corp |
13 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
13 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
13 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
13 |
| Principal Funds Inc |
13 |
| Stifel Financial Corp |
13 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
13 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
13 |
| Nisa Investment Advisors, Llc |
13 |
| Toronto Dominion Bank |
13 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
13 |
| FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund |
13 |
| Arrowstreet Capital, Limited Partnership |
13 |
| Ladenburg Thalmann Financial Services Inc |
13 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
13 |
| Alliancebernstein L.p. |
13 |
| Panagora Asset Management Inc |
13 |
| Covestor Ltd |
13 |
| Thrivent Financial For Lutherans |
13 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
13 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
13 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
13 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
13 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
13 |
| Schonfeld Strategic Advisors LLC |
13 |
| Boothbay Fund Management, Llc |
13 |
| Acadian Asset Management Llc |
12 |
| HighTower Advisors, LLC |
12 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
12 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
12 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
12 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
12 |
| Highbridge Capital Management Llc |
12 |
| GWM Advisors LLC |
12 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
12 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
12 |
| Sterling Capital Management LLC |
12 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
12 |
| Hsbc Holdings Plc |
12 |
| Tiaa-cref Funds |
12 |
| Huntington National Bank |
12 |
| Bessemer Group Inc |
12 |
| Two Sigma Advisers, Lp |
12 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
12 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
12 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I |
12 |
| SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A |
12 |
| Signaturefd, Llc |
12 |
| Envestnet Asset Management Inc |
12 |
| Verition Fund Management LLC |
12 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
12 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
12 |
| Dynamic Technology Lab Private Ltd |
12 |
| Jefferies Group LLC |
12 |
| Hudson Bay Capital Management LP |
12 |
| DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF |
12 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
12 |
| Vanguard Index Funds |
12 |
| BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A |
12 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
12 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
12 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
12 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
12 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
12 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
12 |
| Swiss National Bank |
12 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
12 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
12 |
| Metropolitan Life Insurance Co/ny |
12 |
| VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio |
12 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
12 |
| Cohen & Steers Total Return Realty Fund Inc |
11 |
| Lazard Asset Management Llc |
11 |
| State of Wyoming |
11 |
| State Of Wisconsin Investment Board |
11 |
| Glassman Wealth Services |
11 |
| ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A |
11 |
| Gsa Capital Partners Llp |
11 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
11 |
| Franklin Resources Inc |
11 |
| ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C |
11 |
| Ameritas Investment Partners, Inc. |
11 |
| Cerity Partners LLC |
11 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
11 |
| Two Sigma Investments, Lp |
11 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
11 |
| Parametric Portfolio Associates Llc |
11 |
| Picton Mahoney Asset Management |
11 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
11 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
11 |
| Squarepoint Ops LLC |
11 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
11 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
11 |
| Css Llc/il |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
11 |
| NGREX - Northern Funds - Northern Global Real Estate Index Fund |
11 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
11 |
| Claymore Exchange-traded Fund Trust |
11 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
11 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
11 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
11 |
| Price T Rowe Associates Inc /md/ |
11 |
| Macquarie Group Ltd |
11 |
| EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB |
11 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
11 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class |
11 |
| Northwestern Mutual Wealth Management Co |
11 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
11 |
| Lindbrook Capital, Llc |
11 |
| SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio |
11 |
| Allspring Global Investments Holdings, LLC |
11 |
| Ellevest, Inc. |
11 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
11 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
11 |
| Public Sector Pension Investment Board |
11 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
11 |
| Glenmede Trust Co Na |
11 |
| M&t Bank Corp |
11 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
11 |
| Amalgamated Bank |
11 |
| Principal Financial Group Inc |
11 |
| Global Retirement Partners, LLC |
11 |
| Weiss Strategic Interval Fund |
11 |
| EverSource Wealth Advisors, LLC |
11 |
| Tudor Investment Corp Et Al |
11 |
| Versant Capital Management, Inc |
11 |
| Public Employees Retirement System Of Ohio |
11 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
11 |
| Y-Intercept (Hong Kong) Ltd |
11 |
| Alberta Investment Management Corp |
11 |
| GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF |
11 |
| Voya Investment Management Llc |
11 |
| Parallax Volatility Advisers, L.P. |
11 |
| BlackRock Fund Advisors |
11 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
11 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
11 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
11 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
11 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
11 |
| Prelude Capital Management, Llc |
11 |
| Point72 Asset Management, L.P. |
11 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
10 |
| Asset Management One Co., Ltd. |
10 |
| Strs Ohio |
10 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
10 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
10 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
10 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
10 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
10 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
10 |
| First Trust Advisors Lp |
10 |
| FNY Investment Advisers, LLC |
10 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
10 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
10 |
| XTX Topco Ltd |
10 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
10 |
| CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A |
10 |
| ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF |
10 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
10 |
| VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares |
10 |
| Neuberger Berman Group LLC |
10 |
| State of Tennessee, Treasury Department |
10 |
| Assetmark, Inc |
10 |
| Two Sigma Securities, Llc |
10 |
| Healthcare Of Ontario Pension Plan Trust Fund |
10 |
| Massmutual Trust Co Fsb/adv |
10 |
| State of New Jersey Common Pension Fund D |
10 |
| IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV |
10 |
| SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I |
10 |
| Stratos Wealth Partners, LTD. |
10 |
| Cambridge Investment Research Advisors, Inc. |
10 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
10 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
10 |
| Captrust Financial Advisors |
10 |
| Hbk Investments L P |
10 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
10 |
| First Republic Investment Management, Inc. |
10 |
| PEAK6 Investments, L.P. |
10 |
| American Century Companies Inc |
10 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
10 |
| Janus Henderson Group Plc |
10 |
| Jump Financial, LLC |
10 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I |
10 |
| Guggenheim Capital Llc |
10 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
10 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
10 |
| Mariner, LLC |
10 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
10 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
10 |
| Public Employees Retirement Association Of Colorado |
10 |
| Vestcor Inc |
10 |
| Wolverine Asset Management Llc |
10 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
10 |
| Axa S.a. |
10 |
| Engineers Gate Manager LP |
10 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
10 |
| Sandy Spring Bank |
10 |
| Anson Funds Management LP |
10 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
10 |
| MetLife Investment Management, LLC |
10 |
| Paloma Partners Management Co |
10 |
| Commonwealth Equity Services, Llc |
10 |
| DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund |
10 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
10 |
| CIBC Private Wealth Group, LLC |
10 |
| Ubs Ag |
10 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
10 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
10 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
10 |
| Oppenheimer Etf Trust |
10 |
| Farmers & Merchants Investments Inc |
10 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
10 |
| Comerica Bank |
10 |
| Regions Financial Corp |
10 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
10 |
| Schroder Investment Management Group |
10 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
9 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
9 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
9 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
9 |
| Wellington Management Group Llp |
9 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
9 |
| FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund |
9 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
9 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
9 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
9 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
9 |
| ExodusPoint Capital Management, LP |
9 |
| BlackRock Institutional Trust Company, N.A. |
9 |
| Man Group plc |
9 |
| Raymond James Financial Services Advisors, Inc. |
9 |
| Quantbot Technologies LP |
9 |
| PEAK6 Investments LLC |
9 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
9 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
9 |
| Penserra Capital Management LLC |
9 |
| Centiva Capital, LP |
9 |
| Advisors Asset Management, Inc. |
9 |
| Meeder Asset Management Inc |
9 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
9 |
| Nomura Asset Management Co Ltd |
9 |
| Parkside Financial Bank & Trust |
9 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
9 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
9 |
| Moore Capital Management, Lp |
9 |
| GAMMA Investing LLC |
9 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
9 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
9 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
9 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
9 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
9 |
| Farther Finance Advisors, LLC |
9 |
| North Star Investment Management Corp. |
9 |
| Eaton Vance Management |
9 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
9 |
| DAVENPORT & Co LLC |
9 |
| Great West Life Assurance Co /can/ |
9 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
9 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
9 |
| Harbour Investments, Inc. |
9 |
| Pacer Advisors, Inc. |
9 |
| Rockefeller Capital Management L.P. |
9 |
| BlackRock Investment Management, LLC |
9 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
9 |
| Nomura Holdings Inc |
9 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
9 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
9 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
9 |
| New York State Teachers Retirement System |
9 |
| First Manhattan Co |
9 |
| FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund |
9 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
9 |
| Federation des caisses Desjardins du Quebec |
9 |
| Teacher Retirement System Of Texas |
9 |
| Clearbridge Investments, LLC |
9 |
| Janney Montgomery Scott LLC |
9 |
| KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF |
9 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
9 |
| Canada Pension Plan Investment Board |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
9 |
| Basso Capital Management, L.p. |
9 |
| Mirae Asset Global Investments Co., Ltd. |
9 |
| KBC Group NV |
9 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
9 |
| TCI Wealth Advisors, Inc. |
9 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
9 |
| Prudential Financial Inc |
9 |
| Cnh Partners Llc |
9 |
| Davidson Kempner Capital Management Lp |
9 |
| Quadrature Capital Ltd |
9 |
| Bell Investment Advisors, Inc |
9 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
9 |
| Ubs Oconnor Llc |
9 |
| Raymond James Financial Inc |
9 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
9 |
| Brookfield Real Assets Income Fund Inc. |
9 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
9 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
8 |
| PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional |
8 |
| VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio |
8 |
| ASIHX - American Century Investment Trust - Strategic Income Fund C Class |
8 |
| ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
8 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
8 |
| Valeo Financial Advisors, LLC |
8 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
8 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
8 |
| First Horizon Advisors, Inc. |
8 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
8 |
| ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV |
8 |
| Glazer Capital, Llc |
8 |
| MML Series Investment Fund II - MML Managed Bond Fund Initial Class |
8 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
8 |
| Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 |
8 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 |
8 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
8 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y |
8 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
8 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
8 |
| JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV |
8 |
| MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A |
8 |
| MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A |
8 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
8 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
8 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
8 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
8 |
| Sumitomo Mitsui Trust Holdings, Inc. |
8 |
| Putnam Investments Llc |
8 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
8 |
| Arizona State Retirement System |
8 |
| Blair William & Co/il |
8 |
| Susquehanna Fundamental Investments, Llc |
8 |
| Dark Forest Capital Management Lp |
8 |
| CoreCap Advisors, LLC |
8 |
| Mackenzie Financial Corp |
8 |
| Venturi Wealth Management, LLC |
8 |
| Eagle Bay Advisors LLC |
8 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
8 |
| Norges Bank |
8 |
| Compagnie Lombard Odier SCmA |
8 |
| Spire Wealth Management |
8 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
8 |
| VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares |
8 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
8 |
| Bluefin Capital Management, Llc |
8 |
| Ergoteles LLC |
8 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
8 |
| JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) |
8 |
| Six Circles Trust - Six Circles Global Bond Fund |
8 |
| D.a. Davidson & Co. |
8 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
8 |
| Hartland & Co., LLC |
8 |
| OMERS ADMINISTRATION Corp |
8 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
8 |
| BlackRock Advisors LLC |
8 |
| Amundi Pioneer Asset Management Inc |
8 |
| Credit Agricole S A |
8 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
8 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
8 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
8 |
| AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class |
8 |
| Element Capital Management Llc |
8 |
| United Capital Financial Advisers, Llc |
8 |
| Capstone Investment Advisors, Llc |
8 |
| Teachers Advisors, Llc |
8 |
| Tiaa Cref Investment Management Llc |
8 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
8 |
| Total Income (plus) Real Estate Fund |
8 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
8 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
8 |
| ACCNX - American Century Investment Trust - Core Plus Fund Investor Class |
8 |
| Brown Advisory Inc |
8 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
8 |
| WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio |
8 |
| State Farm Mutual Fund Trust |
8 |
| State of Alaska, Department of Revenue |
8 |
| Kcg Holdings, Inc. |
8 |
| JHCDX - John Hancock Funds II - Core Bond Fund Class NAV |
8 |
| Nuveen Real Asset Income & Growth Fund |
8 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
8 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
8 |
| Alps Advisors Inc |
8 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
8 |
| Oxford Asset Management Llp |
8 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
8 |
| SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund |
8 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
8 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
8 |
| Rehmann Capital Advisory Group |
8 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
8 |
| TD Waterhouse Canada Inc. |
8 |
| BlueCrest Capital Management Ltd |
8 |
| Summit Trail Advisors, Llc |
8 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
8 |
| Cowen And Company, Llc |
8 |
| AdvisorNet Financial, Inc |
8 |
| Private Capital Group, LLC |
8 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
8 |
| Laurion Capital Management LP |
8 |
| CENTRAL TRUST Co |
8 |
| Aristeia Capital Llc |
8 |
| Campbell & CO Investment Adviser LLC |
8 |
| Harbor Capital Advisors, Inc. |
8 |
| Prospera Financial Services Inc |
8 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
8 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
8 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
8 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
8 |
| Sowell Financial Services LLC |
8 |
| REET - iSHARES TRUST - iShares Global REIT ETF |
8 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
8 |
| Clear Street Markets Llc |
8 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
8 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
8 |
| Alpine Global Management, LLC |
8 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
8 |
| Private Trust Co Na |
8 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
8 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
8 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
8 |
| Toroso Investments, LLC |
8 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
8 |
| Vantagepoint Funds |
8 |
| Marshall Wace North America L.P. |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
8 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
8 |
| Private Advisor Group, LLC |
8 |
| Aperio Group, LLC |
8 |
| Connor, Clark & Lunn Investment Management Ltd. |
8 |
| Piedmont Investment Advisors Llc |
8 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II |
8 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
8 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 |
8 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
8 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
8 |
| Umb Bank N A/mo |
8 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
8 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio |
8 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
8 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
8 |
| Jefferies Financial Group Inc. |
8 |
| American Portfolios Advisors |
8 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
8 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
8 |
| Point72 Middle East FZE |
8 |
| Candriam Luxembourg S.C.A. |
8 |
| NMMGX - Northern Funds - Multi-manager Global Real Estate Fund |
8 |
| True Wealth Design, LLC |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
8 |
| Bridgeway Capital Management Inc |
8 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
8 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
7 |
| First Hawaiian Bank |
7 |
| NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A |
7 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
7 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
7 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
7 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
7 |
| Fox Run Management, L.l.c. |
7 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
7 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
7 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
7 |
| NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A |
7 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA |
7 |
| Landscape Capital Management, L.l.c. |
7 |
| MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund |
7 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
7 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
7 |
| Versor Investments LP |
7 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
7 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
7 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
7 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
7 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
7 |
| Global X Funds |
7 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
7 |
| O'shaughnessy Asset Management, Llc |
7 |
| Winton Capital Group Ltd |
7 |
| AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 |
7 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
7 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
7 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
7 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
7 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
7 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
7 |
| Rothschild Investment Llc |
7 |
| Vivaldi Asset Management, LLC |
7 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
7 |
| Bogart Wealth, LLC |
7 |
| Guggenheim Active Allocation Fund |
7 |
| Long Pond Capital, LP |
7 |
| MAI Capital Management |
7 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
7 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
7 |
| Federated Hermes, Inc. |
7 |
| Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) |
7 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
7 |
| ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A |
7 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
7 |
| Alyeska Investment Group, L.P. |
7 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
7 |
| Natixis |
7 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
7 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
7 |
| GHP Investment Advisors, Inc. |
7 |
| Natixis Advisors, L.p. |
7 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
7 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
7 |
| Orion Portfolio Solutions, LLC |
7 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
7 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
7 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
7 |
| ProShare Advisors LLC |
7 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
7 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
7 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
7 |
| Capital Fund Management S.a. |
7 |
| JustInvest LLC |
7 |
| Sawtooth Solutions, LLC |
7 |
| Amalgamated Financial Corp. |
7 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
7 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
7 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
7 |
| CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A |
7 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
7 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
7 |
| PENN SERIES FUNDS INC - International Equity Fund |
7 |
| Oregon Public Employees Retirement Fund |
7 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
7 |
| Echo Street Capital Management LLC |
7 |
| Virginia Retirement Systems Et Al |
7 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
7 |
| WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class |
7 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
7 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
7 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
7 |
| MUFG Americas Holdings Corp |
7 |
| Quarry LP |
7 |
| LMR Partners LLP |
7 |
| Sunbelt Securities, Inc. |
7 |
| GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor |
7 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
7 |
| RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A |
7 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
7 |
| IFGL - iSHARES TRUST - iShares International Developed Real Estate ETF |
7 |
| FORA Capital, LLC |
7 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
7 |
| Intech Investment Management Llc |
7 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
7 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
7 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
7 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
7 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
7 |
| VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares |
7 |
| NEXT Financial Group, Inc |
7 |
| Flow Traders U.s. Llc |
7 |
| VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund |
7 |
| Profunds - Profund Vp Ultrasmall-cap |
7 |
| Profunds - Profund Vp Small-cap |
7 |
| Mather Group, Llc. |
7 |
| Kistler-Tiffany Companies, LLC |
7 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
7 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
7 |
| Capital Advisors, Ltd. LLC |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
7 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
7 |
| Synovus Financial Corp |
7 |
| Patriot Financial Group Insurance Agency, LLC |
7 |
| Corebridge Financial, Inc. |
7 |
| Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A |
7 |
| BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF |
7 |
| Berman Capital Advisors, LLC |
7 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
7 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
7 |
| Cohen & Steers Real Estate Opportunities & Income Fund |
7 |
| Jacobs Levy Equity Management, Inc |
7 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
7 |
| Old Mission Capital Llc |
7 |
| CIBC World Markets Inc. |
7 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
7 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
7 |
| Los Angeles Capital Management Llc |
7 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
7 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
7 |
| Moors & Cabot, Inc. |
7 |
| Truist Financial Corp |
7 |
| FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF |
7 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
7 |
| Gotham Asset Management, LLC |
7 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
7 |
| JNBA Financial Advisors |
7 |
| State Farm Variable Product Trust |
7 |
| Smartleaf Asset Management LLC |
7 |
| GAM Holding AG |
7 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
7 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
7 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
7 |
| BPTRX - BARON SELECT FUNDS - Baron Partners Fund |
7 |
| DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF |
7 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
7 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
7 |
| Trexquant Investment LP |
7 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
7 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
7 |
| Gabelli Dividend & Income Trust |
7 |
| Vanguard Horizon Funds |
7 |
| Amundi |
7 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
7 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
7 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
7 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
7 |
| Proficio Capital Partners LLC |
7 |
| Coldstream Capital Management Inc |
7 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
7 |
| Centaurus Financial, Inc. |
7 |
| Fort Baker Capital Management LP |
7 |
| Emerald Acquisition Ltd. |
7 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
7 |
| Cetera Advisor Networks LLC |
7 |
| Versus Capital Multi-manager Real Estate Income Fund Llc |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
7 |
| Point72 Hong Kong Ltd |
7 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
7 |
| HHM Wealth Advisors, LLC |
7 |
| FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund |
7 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
7 |
| Skandinaviska Enskilda Banken AB (publ) |
7 |
| FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund |
7 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
7 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
7 |
| AMP Capital Investors Ltd |
7 |
| Manchester Capital Management LLC |
7 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
7 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
7 |
| Crossmark Global Holdings, Inc. |
7 |
| HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF |
7 |
| State Board Of Administration Of Florida Retirement System |
7 |
| National Bank Of Canada /fi/ |
7 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
7 |
| SRS Capital Advisors, Inc. |
7 |
| Quantinno Capital Management LP |
7 |
| Ieq Capital, Llc |
7 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
7 |
| Geneos Wealth Management Inc. |
7 |
| Ronald Blue Trust, Inc. |
7 |
| Baird Financial Group, Inc. |
7 |
| Keybank National Association/oh |
7 |
| Belpointe Asset Management LLC |
6 |
| Capital Performance Advisors Llp |
6 |
| THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A |
6 |
| Crestline Management, LP |
6 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
6 |
| PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional |
6 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
6 |
| SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF |
6 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
6 |
| PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A |
6 |
| EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF |
6 |
| Oppenheimer Variable Account Funds |
6 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
6 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
6 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
6 |
| Cetera Investment Advisers |
6 |
| UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF |
6 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
6 |
| Usca Ria Llc |
6 |
| Nuveen, LLC |
6 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
6 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
6 |
| Skopos Labs, Inc. |
6 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
6 |
| Vanguard Specialized Funds |
6 |
| Brown Brothers Harriman & Co |
6 |
| VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares |
6 |
| Martingale Asset Management L P |
6 |
| Hillsdale Investment Management Inc. |
6 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
6 |
| IndexIQ Advisors LLC |
6 |
| BNP Paribas Asset Management Holding S.A. |
6 |
| MetLife Securities, Inc |
6 |
| Ground Swell Capital, LLC |
6 |
| Daiwa Securities Group Inc. |
6 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
6 |
| Veritable, L.P. |
6 |
| Whittier Trust Co Of Nevada Inc |
6 |
| Principal Securities, Inc. |
6 |
| Hartford Mutual Funds Inc/ct |
6 |
| Aigen Investment Management, Lp |
6 |
| Forsta Ap-fonden |
6 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
6 |
| SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A |
6 |
| Lee Financial Co |
6 |
| Whittier Trust Co |
6 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
6 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
6 |
| Cibc World Markets Corp |
6 |
| Quent Capital, LLC |
6 |
| Private Management Group Inc |
6 |
| Bayesian Capital Management, LP |
6 |
| LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A |
6 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
6 |
| MASTER BOND LLC - Master Total Return Portfolio |
6 |
| Seacrest Wealth Management, Llc |
6 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
6 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
6 |
| Segantii Capital Management Ltd |
6 |
| SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A |
6 |
| TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund |
6 |
| Meridian Wealth Partners, LLC |
6 |
| Mirabella Financial Services Llp |
6 |
| Ellington Management Group Llc |
6 |
| SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund |
6 |
| Ensign Peak Advisors, Inc |
6 |
| FIL Ltd |
6 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
6 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
6 |
| Larson Financial Group LLC |
6 |
| Sherbrooke Park Advisers Llc |
6 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
6 |
| MBEQX - M FUND INC - M International Equity Fund |
6 |
| Caption Management, LLC |
6 |
| Gradient Investments LLC |
6 |
| IHT Wealth Management, LLC |
6 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
6 |
| Algert Global Llc |
6 |
| Sound Income Strategies, LLC |
6 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
6 |
| International Assets Investment Management, Llc |
6 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
6 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
6 |
| Bailard, Inc. |
6 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
6 |
| Westchester Capital Management, LLC |
6 |
| Signet Financial Management, Llc |
6 |
| National Asset Management, Inc. |
6 |
| Diametric Capital, LP |
6 |
| We Are One Seven, LLC |
6 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund |
6 |
| Nbc Securities, Inc. |
6 |
| Cornerstone Advisors, Inc. |
6 |
| Twin Tree Management, LP |
6 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
6 |
| Creative Financial Designs Inc /adv |
6 |
| Wipfli Financial Advisors Llc, |
6 |
| Maryland State Retirement & Pension System |
6 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
6 |
| Neuberger Berman Real Estate Securities Income Fund Inc |
6 |
| Tfs Capital Investment Trust |
6 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
6 |
| Concord Wealth Partners |
6 |
| PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A |
6 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
6 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class |
6 |
| JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) |
6 |
| Hm Payson & Co |
6 |
| FDx Advisors, Inc. |
6 |
| Zacks Investment Management |
6 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
6 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
6 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
6 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
6 |
| HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I |
6 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
6 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
6 |
| Gamco Investors, Inc. Et Al |
6 |
| Cetera Advisors LLC |
6 |
| United Services Automobile Association |
6 |
| Texas Permanent School Fund |
6 |
| Money Concepts Capital Corp |
6 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
6 |
| IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y |
6 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
6 |
| Truvestments Capital Llc |
6 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
6 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
6 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
6 |
| Van Eck Associates Corp |
6 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
6 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
6 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
6 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
6 |
| Weiss Multi-Strategy Advisers LLC |
6 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
6 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
6 |
| EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB |
6 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
6 |
| Weiss Asset Management LP |
6 |
| MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF |
6 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
| Ci Investments Inc. |
6 |
| GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund |
6 |
| BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I |
6 |
| QS Investors, LLC |
6 |
| FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF |
6 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
6 |
| FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund |
6 |
| 1832 Asset Management L.P. |
6 |
| Mitsubishi UFJ Trust & Banking Corp |
6 |
| Baker Avenue Asset Management, LP |
6 |
| Nordea Investment Management Ab |
6 |
| Toth Financial Advisory Corp |
6 |
| Ancora Advisors, LLC |
6 |
| USRT - iSHARES TRUST - iShares Core U.S. REIT ETF |
6 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
6 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
6 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
6 |
| VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
6 |
| SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF |
6 |
| Pictet Asset Management Sa |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
6 |
| Alphacrest Capital Management Llc |
6 |
| LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A |
6 |
| Resources Investment Advisors, LLC. |
6 |
| Graham Capital Management, L.P. |
6 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
6 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
6 |
| TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class |
6 |
| AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class |
6 |
| AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class |
6 |
| Duality Advisers, Lp |
6 |
| Salem Investment Counselors Inc |
6 |
| HGC Investment Management Inc. |
6 |
| Suntrust Banks Inc |
6 |
| Avantax Advisory Services, Inc. |
6 |
| VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares |
6 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
6 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
6 |
| AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF |
6 |
| DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A |
6 |
| DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A |
6 |
| HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A |
6 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C |
6 |
| Cresset Asset Management, LLC |
6 |
| PineBridge Investments, L.P. |
6 |
| Thompson Siegel & Walmsley Llc |
6 |
| RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A |
6 |
| Commonwealth Bank Of Australia |
6 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
6 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
6 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
6 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
6 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
6 |
| Shell Asset Management Co |
6 |
| Mercer Global Advisors Inc /adv |
6 |
| AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 |
6 |
| CAPROCK Group, Inc. |
6 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
6 |
| NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF |
6 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
6 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
6 |
| Evoke Wealth, Llc |
6 |
| Mackay Shields Llc |
6 |
| Yousif Capital Management, Llc |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A |
6 |
| Cohen & Steers, Inc. |
6 |
| VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares |
6 |
| Nationwide Fund Advisors |
6 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
6 |
| Register Financial Advisors LLC |
6 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
6 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
6 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
| Evergreen Capital Management Llc |
6 |
| Ilmarinen Mutual Pension Insurance Co |
6 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
6 |
| Commonwealth Equity Services, Inc |
6 |
| NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A |
6 |
| Bfsg, Llc |
6 |
| Elequin Capital Lp |
6 |
| VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class |
6 |
| Trust Co Of Vermont |
6 |
| MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I |
6 |
| DekaBank Deutsche Girozentrale |
6 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
6 |
| RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF |
6 |
| Police & Firemen's Retirement System of New Jersey |
6 |
| Inceptionr Llc |
6 |
| Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A |
6 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
6 |
| Highlander Capital Management, LLC |
6 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
6 |
| CI Private Wealth, LLC |
6 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
6 |
| PDT Partners, LLC |
6 |
| MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I |
6 |
| MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I |
6 |
| Rmr Real Estate Income Fund |
6 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
6 |
| Ing Groep Nv |
5 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| Tri-continental Corp |
5 |
| FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class |
5 |
| Avantax Planning Partners, Inc. |
5 |
| Gabelli Global Utility & Income Trust |
5 |
| Harvest Fund Management Co., Ltd |
5 |
| Maven Securities LTD |
5 |
| Loomis Sayles & Co L P |
5 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
5 |
| GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A |
5 |
| Independent Advisor Alliance |
5 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
5 |
| AE Wealth Management LLC |
5 |
| Boston Partners |
5 |
| PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A |
5 |
| Ameritas Advisory Services, LLC |
5 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
5 |
| Omnia Family Wealth, LLC |
5 |
| Profunds - Profund Vp Oil & Gas |
5 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
5 |
| FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund |
5 |
| PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF |
5 |
| Flagship Harbor Advisors, Llc |
5 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A |
5 |
| Atlantic Trust, LLC |
5 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
5 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
5 |
| Standard Life Aberdeen plc |
5 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
5 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
5 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
5 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
5 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
5 |
| Kovack Advisors, Inc. |
5 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
5 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
5 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
5 |
| Clear Street Llc |
5 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
| Highland Capital Management Fund Advisors, L.p. |
5 |
| Brookfield Asset Management Inc. |
5 |
| VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares |
5 |
| Ontario Teachers Pension Plan Board |
5 |
| Aster Capital Management (DIFC) Ltd |
5 |
| Kayne Anderson Rudnick Investment Management Llc |
5 |
| Cribstone Capital Management, LLC |
5 |
| Veriti Management LLC |
5 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
5 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
| VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares |
5 |
| TCW ETF Trust - TCW Flexible Income ETF |
5 |
| OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A |
5 |
| Ajo, Lp |
5 |
| CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class |
5 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
5 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
5 |
| Aviva Plc |
5 |
| Caas Capital Management Lp |
5 |
| Menta Capital Llc |
5 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
5 |
| VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral |
5 |
| DELAWARE VIP TRUST - Delaware VIP Total Return Series Service |
5 |
| Ashton Thomas Private Wealth, LLC |
5 |
| BlackRock Credit Strategies Fund |
5 |
| AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A |
5 |
| Aew Capital Management L P |
5 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
5 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
5 |
| IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF |
5 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
5 |
| Intrust Bank Na |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
5 |
| Cornercap Investment Counsel Inc |
5 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
5 |
| Planning Capital Management Corp |
5 |
| Johnson Financial Group, Inc. |
5 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
5 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
5 |
| BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF |
5 |
| BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF |
5 |
| Paradigm Asset Management Co Llc |
5 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
5 |
| Quest Partners LLC |
5 |
| Private Wealth Management Group, LLC |
5 |
| RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF |
5 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
5 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
5 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
5 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
5 |
| Wedbush Securities Inc |
5 |
| Pine River Capital Management L.P. |
5 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
5 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
5 |
| CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A |
5 |
| SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF |
5 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
5 |
| Pictet Asset Management Holding SA |
5 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
5 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
5 |
| Pinnacle Financial Partners Inc |
5 |
| FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund |
5 |
| BRYN MAWR TRUST Co |
5 |
| J.w. Cole Advisors, Inc. |
5 |
| LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I |
5 |
| Envestnet Portfolio Solutions, Inc. |
5 |
| Exchange Traded Concepts, Llc |
5 |
| Westwood Holdings Group Inc |
5 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
5 |
| Sutton Wealth Advisors Inc. |
5 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
5 |
| New York Life Investment Management Llc |
5 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
5 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
5 |
| Pictet Asset Management Ltd |
5 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
5 |
| Taconic Capital Advisors LP |
5 |
| Oppenheimer Asset Management Inc. |
5 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
5 |
| DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares |
5 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
5 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
5 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
5 |
| CIBC Asset Management Inc |
5 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
5 |
| Evercore Wealth Management, LLC |
5 |
| Voloridge Investment Management, Llc |
5 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
5 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
5 |
| Convergence Investment Partners, LLC |
5 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
5 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
5 |
| CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF |
5 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
5 |
| IGLAX - Voya MUTUAL FUNDS - Voya Global Real Estate Fund Class A |
5 |
| PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C |
5 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
5 |
| ROOF - IndexIQ ETF Trust - IQ U.S. Real Estate Small Cap ETF |
5 |
| Eii Capital Management, Inc. |
5 |
| Dunhill Financial, LLC |
5 |
| Portside Wealth Group, LLC |
5 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
5 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
| UniSuper Management Pty Ltd |
5 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
5 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
5 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
5 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
5 |
| DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class |
5 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class |
5 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
5 |
| Perpetual Ltd |
5 |
| Pinnacle Summer Investments, Inc. |
5 |
| DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A |
5 |
| Kempen Capital Management N.v. |
5 |
| GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares |
5 |
| GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares |
5 |
| GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load |
5 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
5 |
| Nebula Research & Development LLC |
5 |
| Independent Portfolio Consultants, Inc. |
5 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
5 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
5 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
5 |
| VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A |
5 |
| ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA |
5 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
| Regal Investment Advisors LLC |
5 |
| RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares |
5 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
5 |
| CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class |
5 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
5 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| Bb&t Securities, Llc |
5 |
| NewSquare Capital LLC |
5 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
5 |
| DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
5 |
| PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A |
5 |
| Linden Advisors Lp |
5 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
5 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
5 |
| ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class |
5 |
| Pathstone Family Office, Llc |
5 |
| A.R.T. Advisors, LLC |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| TIG Advisors, LLC |
5 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
5 |
| Cornerstone Planning Group LLC |
5 |
| WPS - iSHARES TRUST - iShares International Developed Property ETF |
5 |
| Myriad Asset Management Ltd. |
5 |
| EJF Capital LLC |
5 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
5 |
| Oppenheimer & Co Inc |
5 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
5 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
5 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
5 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
5 |
| DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I |
5 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
5 |
| Numeric Investors Llc |
5 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
5 |
| Securian Funds Trust - SFT Core Bond Fund Class 1 |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
5 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
5 |
| BRACX - Blackrock Allocation Target Shares - Bats Series C |
5 |
| Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I |
5 |
| First Quadrant L P/ca |
5 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
5 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
5 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
5 |
| Stephens Consulting, LLC |
5 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
5 |
| Schechter Investment Advisors, LLC |
5 |
| American National Bank |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| Delta Asset Management Llc/tn |
5 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
5 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
5 |
| Contravisory Investment Management, Inc. |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| Carroll Financial Associates, Inc. |
5 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
5 |
| RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity |
5 |
| ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio |
5 |
| Lenox Wealth Advisors, LLC |
5 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
5 |
| Caitong International Asset Management Co., Ltd |
5 |
| SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio |
5 |
| Monashee Investment Management LLC |
5 |
| Capital World Investors |
5 |
| Voya Financial Advisors, Inc. |
5 |
| BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C |
5 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
5 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
5 |
| ETRADE Capital Management LLC |
5 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
5 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
5 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
5 |
| Global Endowment Management, LP |
5 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
5 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
5 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
5 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
5 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
5 |
| SOUTH STATE Corp |
5 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
5 |
| Sonora Investment Management, LLC |
5 |
| LS Investment Advisors, LLC |
5 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
5 |
| ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio |
5 |
| Utah Retirement Systems |
5 |
| Advanced Series Trust - Ast International Growth Portfolio |
5 |
| Karp Capital Management Corp |
5 |
| Stephens Inc /ar/ |
5 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
5 |
| RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class |
5 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
5 |
| Russell Frank Co/ |
5 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
5 |
| LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y |
5 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I |
5 |
| Xponance, Inc. |
5 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
5 |
| DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A |
5 |
| Lombard Odier Asset Management (USA) Corp |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I |
5 |
| PCJ Investment Counsel Ltd. |
5 |
| RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A |
5 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
5 |
| Meiji Yasuda Asset Management Co Ltd. |
5 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
| UMA Financial Services, Inc. |
5 |
| Klp Kapitalforvaltning As |
5 |
| Hazlett, Burt & Watson, Inc. |
5 |
| Avion Wealth |
5 |
| Waterfront Capital Partners, LLC |
5 |
| Sequoia Financial Advisors, LLC |
5 |
| Capital Analysts, Inc. |
5 |
| Ameritas Investment Corp |
5 |
| Riverview Trust Co |
5 |
| Brinker Capital Inc |
5 |
| Managed Account Advisors Llc |
5 |
| Quantamental Technologies LLC |
5 |
| Sofos Investments, Inc. |
5 |
| LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares |
5 |
| Integrated Wealth Concepts LLC |
5 |
| Boston Trust Walden Corp |
5 |
| APG Asset Management N.V. |
5 |
| Hughes Financial Services, LLC |
5 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
5 |
| Douglas Lane & Associates, LLC |
5 |
| Beryl Capital Management LLC |
5 |
| Merit Financial Group, LLC |
5 |
| Alphasimplex Group, Llc |
5 |
| Pinnacle Wealth Planning Services, Inc. |
5 |
| Alpine Associates Management Inc. |
5 |
| Acrospire Investment Management LLC |
5 |
| Spring Creek Capital Llc |
5 |
| National Planning Corp |
5 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
5 |
| ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A |
5 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
5 |
| DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF |
5 |
| MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I |
5 |
| Bokf, Na |
5 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
5 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
5 |
| DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund |
5 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
5 |
| RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R |
5 |
| Winton Diversified Opportunities Fund |
5 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
5 |
| Alpine Global Premier Properties Fund |
5 |
| Cambria Investment Management, L.P. |
5 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
5 |
| ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I |
5 |
| TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class |
5 |
| FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I |
5 |
| BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K |
5 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
5 |
| ACISX - Ab Corporate Shares - Ab Corporate Income Shares |
5 |
| REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF |
5 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
5 |
| Edgestream Partners, L.P. |
5 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
5 |
| Jones Financial Companies Lllp |
5 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
5 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
5 |
| Lombard Odier Asset Management (Switzerland) SA |
5 |
| Rise Advisors, LLC |
5 |
| BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund |
5 |
| Tcw Strategic Income Fund Inc |
5 |
| Wexford Capital Lp |
5 |
| First Personal Financial Services |
5 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
5 |
| Cbre Clarion Global Real Estate Income Fund |
5 |
| Special Opportunities Fund, Inc. |
5 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
5 |
| Handelsbanken Fonder AB |
5 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
5 |
| EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund |
5 |
| Angelo Gordon & Co., L.p. |
5 |
| Prudential Plc |
5 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
5 |
| BerganKDV Wealth Management, LLC |
5 |
| Snowden Capital Advisors LLC |
5 |
| Caldwell Securities, Inc |
5 |
| MQS Management LLC |
5 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
5 |
| RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A |
5 |
| Teachers Insurance & Annuity Association Of America |
5 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
4 |
| Gf Fund Management Co. Ltd. |
4 |
| Mizuho Securities Usa Llc |
4 |
| Avenir Corp |
4 |
| OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF |
4 |
| NENGX - NORTHERN FUNDS - Northern Engage360 Fund |
4 |
| RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
4 |
| ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class |
4 |
| Belvedere Trading LLC |
4 |
| MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class |
4 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
4 |
| People's United Financial, Inc. |
4 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
4 |
| Cornerstone Capital Management Holdings Llc. |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
4 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| Trust Co |
4 |
| Koshinski Asset Management, Inc. |
4 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
4 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
4 |
| Meritage Portfolio Management |
4 |
| IREAX - IVY FUNDS - Ivy LaSalle Global Real Estate Fund Class A |
4 |
| GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional |
4 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
4 |
| AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A |
4 |
| Capula Management Ltd |
4 |
| Plante Moran Financial Advisors, LLC |
4 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
4 |
| Yorktown Management & Research Co Inc |
4 |
| Jericho Capital Asset Management L.P. |
4 |
| Resona Asset Management Co.,Ltd. |
4 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
4 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
4 |
| Capital Guardian Trust Co |
4 |
| VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class |
4 |
| Koch Industries Inc |
4 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
4 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
4 |
| PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF |
4 |
| Beaird Harris Wealth Management, LLC |
4 |
| Dorsey Wright & Associates |
4 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
4 |
| Legacy Advisors, LLC |
4 |
| LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| Navellier & Associates Inc |
4 |
| MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I |
4 |
| MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M |
4 |
| Thompson Davis & Co., Inc. |
4 |
| Vanderbilt University |
4 |
| MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I |
4 |
| Louisiana State Employees Retirement System |
4 |
| Teton Westwood Funds |
4 |
| Barings Llc |
4 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
4 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
4 |
| Jaffetilchin Investment Partners, LLC |
4 |
| ClariVest Asset Management LLC |
4 |
| CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF |
4 |
| Csenge Advisory Group |
4 |
| RMR Advisors LLC |
4 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
4 |
| Enterprise Financial Services Corp |
4 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
4 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
4 |
| RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S |
4 |
| MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A |
4 |
| HAP Trading, LLC |
4 |
| KIFAX - Forward Funds - Salient Select Income Fund Class A |
4 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
4 |
| FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund |
4 |
| Oaktree Capital Management Lp |
4 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
4 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| Capital Bank & Trust Co |
4 |
| Gts Securities Llc |
4 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares |
4 |
| Cowen Investment Management LLC |
4 |
| Financial Management Professionals, Inc. |
4 |
| Tiaa, Fsb |
4 |
| Arden Investment Series Trust |
4 |
| Yakira Capital Management, Inc. |
4 |
| Waratah Capital Advisors Ltd. |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Mraz, Amerine & Associates, Inc. |
4 |
| Joseph P. Lucia & Associates, LLC |
4 |
| Pendal Group Ltd |
4 |
| Cantor Fitzgerald, L. P. |
4 |
| Prestige Wealth Management Group LLC |
4 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
4 |
| Easterly Investment Partners Llc |
4 |
| GEM Realty Capital |
4 |
| Treasurer of the State of North Carolina |
4 |
| Gyl Financial Synergies, Llc |
4 |
| Tuttle Tactical Management LLC |
4 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
4 |
| Global X Management CO LLC |
4 |
| Wealthfront Advisers Llc |
4 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
4 |
| Antara Capital LP |
4 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
4 |
| Atom Investors LP |
4 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
4 |
| SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A |
4 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
4 |
| Santa Monica Partners Lp |
4 |
| BTC Capital Management, Inc. |
4 |
| FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A |
4 |
| FIRAX - FIDELITY SELECT PORTFOLIOS - Fidelity International Real Estate Fund Fidelity Advisor International Real Estate Fund: Class A |
4 |
| ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class |
4 |
| Mutual Of America Capital Management Llc |
4 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
4 |
| Zions Bancorporation, N.A. |
4 |
| Globeflex Capital L P |
4 |
| Townsquare Capital Llc |
4 |
| NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A |
4 |
| Blueshift Asset Management, LLC |
4 |
| Aristotle Capital Management, LLC |
4 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
4 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
4 |
| Costello Asset Management, INC |
4 |
| Eqis Capital Management, Inc. |
4 |
| Pearl River Capital, LLC |
4 |
| Vanguard Whitehall Funds |
4 |
| IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A |
4 |
| Tfs Capital Llc |
4 |
| Fifth Lane Capital, Lp |
4 |
| Cary Street Partner Investment Advisory Llc |
4 |
| Wiley Bros.-aintree Capital, Llc |
4 |
| Harel Insurance Investments & Financial Services Ltd. |
4 |
| Beacon Pointe Advisors, LLC |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund |
4 |
| SECOR Capital Advisors, LP |
4 |
| Heritage Wealth Advisors |
4 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
4 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
4 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
4 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
4 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
4 |
| Sanders Morris Harris Llc |
4 |
| REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF |
4 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
4 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
4 |
| Cipher Capital LP |
4 |
| Uniplan Investment Counsel, Inc. |
4 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF |
4 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
4 |
| DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A |
4 |
| Polar Asset Management Partners Inc. |
4 |
| Mount Yale Investment Advisors, LLC |
4 |
| Bbr Partners, Llc |
4 |
| Nicola Wealth Management Ltd. |
4 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
4 |
| Stevens Capital Management Lp |
4 |
| Profund Advisors Llc |
4 |
| BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund |
4 |
| Walker Asset Management, LLC |
4 |
| Levin Capital Strategies, L.p. |
4 |
| HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A |
4 |
| Cape Investment Advisory, Inc. |
4 |
| Metis Global Partners, LLC |
4 |
| Riverhead Capital Management Llc |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
4 |
| Centersquare Investment Management Llc |
4 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
4 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
4 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
4 |
| Harvest Group Wealth Management, Llc |
4 |
| USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares |
4 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
4 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
4 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
4 |
| Solstein Capital, LLC |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
4 |
| MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A |
4 |
| Pitcairn Co |
4 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
4 |
| Asset Dedication, LLC |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| Financial Advocates Investment Management |
4 |
| C M Bidwell & Associates Ltd |
4 |
| FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund |
4 |
| Athanor Capital, Lp |
4 |
| CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A |
4 |
| Wealthcare Capital Management Llc |
4 |
| Highland Capital Management Lp |
4 |
| Holocene Advisors, LP |
4 |
| Mint Tower Capital Management B.V. |
4 |
| Hazelview Securities Inc. |
4 |
| Xact Kapitalforvaltning AB |
4 |
| FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund |
4 |
| Vident Advisory, LLC |
4 |
| Vivaldi Capital Management, LLC |
4 |
| Exane Derivatives |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
4 |
| NumerixS Investment Technologies Inc |
4 |
| Westside Investment Management, Inc. |
4 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
4 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
4 |
| Trustcore Financial Services, Llc |
4 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
4 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
4 |
| Checchi Capital Advisers, LLC |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A |
4 |
| IFC Holdings Incorporated/FL |
4 |
| Claraphi Advisory Network, LLC |
4 |
| Confluence Investment Management Llc |
4 |
| Omni Partners Llp |
4 |
| Ab Pooling Portfolios |
4 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
4 |
| WFG Advisors, LP |
4 |
| Bruce G. Allen Investments, LLC |
4 |
| First Citizens Bank & Trust Co |
4 |
| Northwest Financial Advisors |
4 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
4 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
4 |
| Kennedy Capital Management, Inc. |
4 |
| NN Investment Partners Holdings N.V. |
4 |
| Roble, Belko & Company, Inc |
4 |
| Princeton Alpha Management LP |
4 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
4 |
| Sachetta, LLC |
4 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
4 |
| FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF |
4 |
| Boston Private Wealth Llc |
4 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
4 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
4 |
| Motco |
4 |
| Assenagon Asset Management S.A. |
4 |
| VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND |
4 |
| Chicago Equity Partners Llc |
4 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
4 |
| Acap Strategic Fund |
4 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
4 |
| Frischer Charles L |
4 |
| Gabelli Multimedia Trust Inc. |
4 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
4 |
| Evermay Wealth Management Llc |
4 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
4 |
| Griffin Institutional Access Real Estate Fund |
4 |
| Advantage Investment Management, Llc |
4 |
| Johnson Investment Counsel Inc |
4 |
| Bartlett & Co. Wealth Management Llc |
4 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
4 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
4 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
4 |
| Lsv Asset Management |
4 |
| Entropy Technologies, LP |
4 |
| Mckinley Capital Management Llc /delaware |
4 |
| Wetherby Asset Management Inc |
4 |
| Old Mutual Global Investors (UK) Ltd. |
4 |
| FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
4 |
| Financial Counselors Inc |
4 |
| Citizens Financial Group Inc/ri |
4 |
| VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares |
4 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
4 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
4 |
| Rafferty Asset Management, LLC |
4 |
| Clinton Group Inc |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
4 |
| NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class |
4 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
4 |
| NGRAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Global Real Estate Fund Class A |
4 |
| Meteora Capital, LLC |
4 |
| Nuveen Multi-Asset Income Fund |
4 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
4 |
| Owl Creek Asset Management, L.P. |
4 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
4 |
| ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A |
4 |
| Bank Of Nova Scotia |
4 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| Longfellow Investment Management Co Llc |
4 |
| HGI Capital Management, LLC |
4 |
| Morgan Stanley Income Securities Inc |
4 |
| Glen Harbor Capital Management LLC |
4 |
| Key FInancial Inc |
4 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
4 |
| Calamos Strategic Total Return Fund |
4 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
4 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
4 |
| Bulldog Investors, LLP |
4 |
| BNP Paribas Investment Partners S.A. |
4 |
| Wealthspire Advisors, L.P. |
4 |
| Marks Group Wealth Management, Inc |
4 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
4 |
| P Schoenfeld Asset Management Lp |
4 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
4 |
| Pinz Capital Management, LP |
4 |
| Gyon Technologies Capital Management, LP |
4 |
| Woodline Partners LP |
4 |
| Gillson Capital LP |
4 |
| Ethic Inc. |
4 |
| Amerivest Investment Management LLC |
4 |
| AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A |
4 |
| Principal Real Estate Income Fund |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| CVA Family Office, LLC |
4 |
| FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class |
4 |
| PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. |
4 |
| Employees Retirement System of Texas |
4 |
| Brinker Capital Investments, LLC |
4 |
| TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I |
4 |
| Royal Fund Management, LLC |
4 |
| Bridgewater Associates, LP |
4 |
| LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund |
4 |
| Abound Wealth Management |
4 |
| SAC Capital Advisors LP |
4 |
| VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares |
4 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
4 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
4 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
4 |
| BlackRock Japan Co. Ltd |
4 |
| 361 Capital Llc |
4 |
| PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF |
4 |
| BlackRock Group LTD |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
4 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
4 |
| Planned Solutions, Inc. |
4 |
| Kestra Advisory Services, LLC |
4 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
4 |
| PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund |
4 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
4 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
4 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
4 |
| BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A |
4 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
4 |
| BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF |
4 |
| Commerce Bank |
4 |
| OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund |
4 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
4 |
| City National Bank |
4 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
4 |
| Red Tortoise LLC |
4 |
| Quinn Opportunity Partners LLC |
4 |
| Periscope Capital Inc. |
4 |
| Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund |
4 |
| Hemington Wealth Management |
4 |
| Vanguard World Fund |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
4 |
| Mizuho Markets Americas Llc |
4 |
| Rydex Etf Trust |
4 |
| UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF |
4 |
| Bck Capital Management Lp |
4 |
| Bridgefront Capital, LLC |
4 |
| Tradition Wealth Management, LLC |
4 |
| Nuveen Real Estate Income Fund |
4 |
| Exos Asset Management LLC |
4 |
| Agf Investments Inc. |
4 |
| SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares |
4 |
| CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A |
4 |
| Lombard Odier Asset Management (Europe) Ltd |
4 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
4 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
4 |
| Allstate Corp |
4 |
| Colony Group Llc |
4 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
4 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
4 |
| Hartford Investment Management Co |
4 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
4 |
| Guardian Wealth Advisors, LLC |
4 |
| Fiera Capital Corp |
4 |
| Senator Investment Group LP |
4 |
| Littlejohn & Co Llc |
4 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
4 |
| NewEdge Wealth, LLC |
4 |
| Point72 Asia (Singapore) Pte. Ltd. |
4 |
| K2 Principal Fund, L.p. |
4 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
4 |
| GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional |
4 |
| AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| Balentine LLC |
4 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
4 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
4 |
| EP Wealth Advisors, Inc. |
4 |
| RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF |
4 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| Edge Wealth Management LLC |
4 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| M&g Investment Management Ltd |
4 |
| Telemus Capital, Llc |
4 |
| Continuum Advisory, LLC |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class |
4 |
| Fisher Asset Management, LLC |
4 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class |
4 |
| Capstone Asset Management Co |
4 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
4 |
| Atria Investments Llc |
4 |
| Heitman Real Estate Securities Llc |
4 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
4 |
| Spirit Of America Management Corp/ny |
4 |
| AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A |
4 |
| XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
4 |
| Systematic Financial Management Lp |
4 |
| Focused Wealth Management, Inc |
4 |
| AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 |
4 |
| MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 |
4 |
| RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A |
4 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
4 |
| IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF |
4 |
| Variable Insurance Products Fund V - Bond Index Portfolio Initial Class |
4 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
4 |
| Sigma Planning Corp |
4 |
| Earnest Partners Llc |
4 |
| Municipal Employees' Retirement System of Michigan |
4 |
| Fidelis Capital Partners, LLC |
4 |
| V3 Capital Management, L.P. |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
4 |
| Bleakley Financial Group, LLC |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| Nine Chapters Capital Management LLC |
4 |
| Tarbox Family Office, Inc. |
4 |
| MCF Advisors LLC |
4 |
| SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F |
4 |
| MML Series Investment Fund II - MML Blend Fund Initial Class |
4 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
4 |
| Spot Trading L.L.C |
4 |
| PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
4 |
| PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class |
4 |
| GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A |
4 |
| MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial |
4 |
| AlphaMark Advisors, LLC |
4 |
| AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| Elkfork Partners LLC |
4 |
| First Mercantile Trust Co |
4 |
| Newbridge Financial Services Group, Inc. |
4 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
4 |
| FourThought Financial, LLC |
4 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
4 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
4 |
| DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A |
4 |
| University Of Texas/texas Am Investment Managment Co |
4 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
4 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
4 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
4 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
4 |
| Diversified Real Asset Income Fund |
4 |
| Mml Investors Services, Llc |
4 |
| MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class |
4 |
| Pentwater Capital Management LP |
4 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio |
4 |
| ADVANCED SERIES TRUST - AST Cohen & Steers Global Realty Portfolio |
4 |
| Buckingham Strategic Wealth, Llc |
4 |
| IGRO - iSHARES TRUST - iShares International Dividend Growth ETF |
4 |
| QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio |
4 |
| SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund |
4 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
4 |
| Societe Generale |
4 |
| Massachusetts Financial Services Co /ma/ |
4 |
| MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II |
4 |
| MSBPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS |
4 |
| HighVista Strategies LLC |
4 |
| FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
4 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A |
4 |
| Lincoln National Corp |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class |
4 |
| Westpac Banking Corp |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class |
4 |
| Raymond James Trust N.a. |
4 |
| VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio |
4 |
| DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF |
4 |
| RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund |
4 |
| Tocqueville Asset Management L.p. |
4 |
| PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional |
4 |
| GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class |
4 |
| Orinda Asset Management LLC |
4 |
| GUMAX - GUGGENHEIM FUNDS TRUST - Guggenheim Market Neutral Real Estate Fund Class A |
4 |
| Sculptor Capital LP |
4 |
| Radcliffe Capital Management, L.P. |
4 |
| Mason Street Advisors, Llc |
4 |
| SBI Securities Co., Ltd. |
4 |
| THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A |
4 |
| Winton Series Trust |
3 |
| Fir Tree Capital Management Lp |
3 |
| Mangrove Partners |
3 |
| Water Island Capital Llc |
3 |
| Carlson Capital L P |
3 |
| Whitebox Advisors Llc |
3 |
| Assured Investment Management LLC |
3 |
| Fortress Investment Group LLC |
3 |
| Oppenheimer Funds Inc |
3 |
| Caxton Associates Lp |
3 |
| Janus Capital Management Llc |
3 |
| Bamco Inc /ny/ |
3 |
| Europacific Growth Fund |
3 |
| Clal Insurance Enterprises Holdings Ltd |
3 |
| Wcm Investment Management, Llc |
3 |
| Horizon Kinetics LLC |
3 |
| Endeavour Capital Advisors Inc |
3 |
| MSD Partners, L.P. |
3 |
| Corsair Capital Management, L.p. |
3 |
| Brigade Capital Management, Lp |
3 |
| Kingdon Capital Management, L.l.c. |
3 |
| Akre Capital Management Llc |
3 |
| Lord, Abbett & Co. Llc |
3 |
| New World Fund Inc |
3 |
| Steelhead Partners Llc |
3 |
| LDR Capital Management LLC |
3 |
| Jupiter Asset Management Ltd |
3 |
| Pinnacle Associates Ltd |
3 |
| Burgundy Asset Management Ltd. |
3 |
| Td Asset Management Inc |
3 |
| Amica Mutual Insurance Co |
3 |
| Cbre Clarion Securities Llc |
3 |
| Westfield Capital Management Co Lp |
3 |
| IBM Retirement Fund |
3 |
| Covington Capital Management |
3 |
| Wilbanks Smith & Thomas Asset Management Llc |
3 |
| Chilton Capital Management Llc |
3 |
| Great Lakes Advisors, Llc |
3 |
| WASHINGTON TRUST Co |
3 |
| Baldwin Brothers Inc/ma |
3 |
| Bank Of Nova Scotia Trust Co |
3 |
| Forward Management, LLC |
3 |
| BBVA USA Bancshares, Inc. |
3 |
| Roundview Capital LLC |
3 |
| Fort Washington Investment Advisors Inc /oh/ |
3 |
| Securian Asset Management, Inc |
3 |
| Cooke & Bieler Lp |
3 |
| RidgeWorth Capital Management LLC |
3 |
| Brave Asset Management Inc |
3 |
| Kayne Anderson Capital Advisors Lp |
3 |
| BOK Financial Private Wealth, Inc. |
3 |
| AMG National Trust Bank |
3 |
| Brown Advisory Securities, LLC |
3 |
| Robeco Institutional Asset Management B.V. |
3 |
| Investors Capital Advisory Services |
3 |
| Quantitative Investment Management, LLC |
3 |
| Verus Financial Partners, Inc. |
3 |
| Smithfield Trust Co |
3 |
| Beutel, Goodman & Co Ltd. |
3 |
| Bartlett & Co. LLC |
3 |
| Parkwood LLC |
3 |
| Stonebridge Capital Advisors LLC |
3 |
| Chartwell Investment Partners, Llc |
3 |
| Schwartz Investment Counsel Inc |
3 |
| Smith Asset Management Group Lp |
3 |
| Pictet & Cie (Europe) SA |
3 |
| Cadence Capital Management Llc |
3 |
| Grimes & Company, Inc. |
3 |
| Arrow Investment Advisors, LLC |
3 |
| Community Bank, N.A. |
3 |
| Perigon Wealth Management, LLC |
3 |
| Apollo Management Holdings, L.P. |
3 |
| Driehaus Capital Management Llc |
3 |
| Fuller & Thaler Asset Management, Inc. |
3 |
| Calamos Wealth Management LLC |
3 |
| Gould Asset Management Llc /ca/ |
3 |
| Aris Wealth Services, Inc. |
3 |
| Greenleaf Trust |
3 |
| APG Asset Management US Inc. |
3 |
| Shelton Capital Management |
3 |
| GSI Capital Advisors LLC |
3 |
| Reilly Financial Advisors, Llc |
3 |
| State of New Jersey Common Pension Fund E |
3 |
| South Dakota Investment Council |
3 |
| Gemmer Asset Management LLC |
3 |
| Karpas Strategies, Llc |
3 |
| Financial Architects, Inc |
3 |
| Teton Advisors, Inc. |
3 |
| Colonial Trust Advisors |
3 |
| Cortland Associates Inc/mo |
3 |
| Private Bank & Trust Co |
3 |
| Monarch Partners Asset Management LLC |
3 |
| Rational Advisors Llc |
3 |
| Beck Mack & Oliver Llc |
3 |
| Trust Co Of Oklahoma |
3 |
| SOL Capital Management CO |
3 |
| Tradewinds Capital Management, LLC |
3 |
| Presima Inc. |
3 |
| Essex Financial Services, Inc. |
3 |
| Ballentine Partners, LLC |
3 |
| First Heartland Consultants, Inc. |
3 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
3 |
| Americafirst Capital Management, Llc |
3 |
| Joel Isaacson & Co., LLC |
3 |
| Advent Capital Management /de/ |
3 |
| Endurance Wealth Management, Inc. |
3 |
| Cutler Capital Management, LLC |
3 |
| World Asset Management Inc |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| St Germain D J Co Inc |
3 |
| Coastline Trust Co |
3 |
| Howe & Rusling Inc |
3 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income |
3 |
| Vigilant Capital Management, LLC |
3 |
| Duncker Streett & Co Inc |
3 |
| WealthTrust-Arizona, LLC |
3 |
| Zurich Insurance Group Ltd/FI |
3 |
| QCM Cayman, Ltd. |
3 |
| Avalon Advisors, Llc |
3 |
| American Trust Investment Advisors, LLC |
3 |
| Calamos Advisors LLC |
3 |
| Mycio Wealth Partners, Llc |
3 |
| Kellner Capital, LLC |
3 |
| Waldron Private Wealth LLC |
3 |
| Commerzbank Aktiengesellschaft /fi |
3 |
| Savant Capital, LLC |
3 |
| MUFG Securities EMEA plc |
3 |
| Windsor Capital Management, LLC |
3 |
| Bray Capital Advisors |
3 |
| Intersect Capital LLC |
3 |
| State Of Michigan Retirement System |
3 |
| Cullen/frost Bankers, Inc. |
3 |
| Paragon Capital Management Ltd |
3 |
| Shinko Asset Management Co., Ltd. |
3 |
| Leavell Investment Management, Inc. |
3 |
| Old Point Trust & Financial Services N A |
3 |
| Foundry Partners, LLC |
3 |
| Tompkins Financial Corp |
3 |
| GW&K Investment Management, LLC |
3 |
| Cheyne Capital Management (UK) LLP |
3 |
| Chevy Chase Trust Holdings, Inc. |
3 |
| Barnett & Company, Inc. |
3 |
| Brookstone Capital Management |
3 |
| Dakota Wealth Management |
3 |
| Baystate Wealth Management LLC |
3 |
| Lawson Kroeker Investment Management Inc/ne |
3 |
| Denali Advisors Llc |
3 |
| Beacon Financial Group |
3 |
| Park National Corp /oh/ |
3 |
| Moody National Bank Trust Division |
3 |
| Nwam Llc |
3 |
| Third Avenue Management Llc |
3 |
| Foster & Motley Inc |
3 |
| Ssi Investment Management Llc |
3 |
| Bowling Portfolio Management LLC |
3 |
| Exencial Wealth Advisors, Llc |
3 |
| Montag A & Associates Inc |
3 |
| Greenwich Wealth Management LLC |
3 |
| JBF Capital, Inc. |
3 |
| Chicago Partners Investment Group LLC |
3 |
| Vident Investment Advisory, LLC |
3 |
| Amica Retiree Medical Trust |
3 |
| Amica Pension Fund Board Of Trustees |
3 |
| James Investment Research Inc |
3 |
| Searle & Co. |
3 |
| Diversified Trust Co |
3 |
| Oakworth Capital, Inc. |
3 |
| Family Management Corp |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| FineMark National Bank & Trust |
3 |
| Piermont Capital Management LLC |
3 |
| Crestwood Advisors Group LLC |
3 |
| Freestone Capital Holdings, LLC |
3 |
| Nair Vinay |
3 |
| Potomac Capital Management, Inc. |
3 |
| USS Investment Management Ltd |
3 |
| Virginia Retirement System |
3 |
| Price Michael F |
3 |
| Clean Yield Group |
3 |
| TRUE Private Wealth Advisors |
3 |
| Verde Servicos Internacionais S.A. |
3 |
| Renaissance Group Llc |
3 |
| Blackstone Group Inc |
3 |
| Washington Trust Bank |
3 |
| Brevan Howard Capital Management LP |
3 |
| NorthRock Partners, LLC |
3 |
| Hancock Whitney Corp |
3 |
| Crawford Investment Counsel Inc |
3 |
| Institute for Wealth Management, LLC. |
3 |
| Giverny Capital Inc. |
3 |
| Dana Investment Advisors, Inc. |
3 |
| First Allied Advisory Services, Inc. |
3 |
| Tcw Group Inc |
3 |
| Invictus RG |
3 |
| Tlp Group Llc |
3 |
| Aristotle Capital Boston, LLC |
3 |
| Bluefin Trading, LLC |
3 |
| Zimmer Partners, LP |
3 |
| Itau Unibanco Holding S.A. |
3 |
| Virtus Investment Advisers, Inc. |
3 |
| New Mexico Educational Retirement Board |
3 |
| Dubuque Bank & Trust Co |
3 |
| Institutional & Family Asset Management, Llc |
3 |
| Deere & Co |
3 |
| DRW Securities, LLC |
3 |
| Clearline Capital LP |
3 |
| Fft Wealth Management Llc |
3 |
| Banco BTG Pactual S.A. |
3 |
| Baird Robert W & Co Inc /wi/ |
3 |
| BlueCrest Capital Management LLP |
3 |
| Jane Street Holding, LLC |
3 |
| Sei Trust Co |
3 |
| Cable Hill Partners, LLC |
3 |
| Bellwether Investment Group, LLC |
3 |
| Wealthcare Advisory Partners LLC |
3 |
| Harbour Capital Advisors, LLC |
3 |
| Peregrine Capital Management Llc |
3 |
| Ibex Wealth Advisors |
3 |
| Kepos Capital LP |
3 |
| Simon Quick Advisors, Llc |
3 |
| Mascoma Wealth Management LLC |
3 |
| AGF Investments LLC |
3 |
| First Capital Advisors Group, LLC. |
3 |
| Teza Capital Management LLC |
3 |
| Capital Investment Advisory Services, LLC |
3 |
| DLD Asset Management, LP |
3 |
| Banco Santander, S.A. |
3 |
| Meadow Creek Investment Management LLC |
3 |
| Summit Global Investments |
3 |
| Fortis Advisors, LLC |
3 |
| IFM Investors Pty Ltd |
3 |
| Ursa Fund Management, LLC |
3 |
| PenderFund Capital Management Ltd. |
3 |
| Achmea Investment Management B.V. |
3 |
| Blue Sky Asset Management, LLC |
3 |
| Ahrens Investment Partners LLC |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| Oppenheimer Limited-term Bond Fund |
3 |
| Oppenheimer Capital Income Fund |
3 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A |
3 |
| FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF |
3 |
| JPMorgan Institutional Trust - JPMorgan Core Bond Trust |
3 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
3 |
| DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A |
3 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
3 |
| TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A |
3 |
| DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A |
3 |
| Forum Funds |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A |
3 |
| Oppenheimer Corporate Bond Fund |
3 |
| NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A |
3 |
| FAINX - MSS Series Trust - Fallen Angels Income Fund |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
| Td Asset Management Usa Funds Inc. |
3 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
3 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| Delaware Vip Trust - Delaware Vip Value Series Standard Class |
3 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
3 |
| Oppenheimer Integrity Funds |
3 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
3 |
| LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF |
3 |
| Ironbridge Funds, Inc. |
3 |
| Nuveen S&p 500 Dynamic Overwrite Fund |
3 |
| Gdl Fund |
3 |
| SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A |
3 |
| CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 |
3 |
| AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund |
3 |
| IRFAX - Cohen & Steers International Realty Fund, Inc. - Cohen & Steers International Realty Fund, Inc. Class A |
3 |
| Cohen & Steers Infrastructure Fund Inc |
3 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
3 |
| TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
3 |
| FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund |
3 |
| Cohen & Steers Reit & Preferred Income Fund Inc |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A |
3 |
| FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class |
3 |
| John Hancock Financial Opportunities Fund |
3 |
| KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load |
3 |
| AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
3 |
| SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S |
3 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
3 |
| SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| Transamerica Partners Portfolios |
3 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
3 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
3 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
3 |
| Royce Micro-cap Trust, Inc /md/ |
3 |
| SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I |
3 |
| DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A |
3 |
| ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I |
3 |
| WIREX - PFS FUNDS - Wireless Fund |
3 |
| Advantage Advisers Xanthus Fund, L.l.c. |
3 |
| COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF |
3 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
| TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund |
3 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
3 |
| Delaware Investments Dividend & Income Fund, Inc |
3 |
| Cca Investments Trust |
3 |
| BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A |
3 |
| FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund |
3 |
| THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund |
3 |
| Sentinel Variable Products Trust |
3 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
3 |
| GOODX - GoodHaven Funds Trust - GoodHaven Fund |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| Sentinel Group Funds Inc |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares |
3 |
| Global Opportunities Portfolio - Global Opportunities Portfolio |
3 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
3 |
| GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A |
3 |
| Oppenheimer Global Real Estate Fund |
3 |
| VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A |
3 |
| Elevation Etf Trust |
3 |
| PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R |
3 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
3 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
3 |
| DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A |
3 |
| Franklin Templeton International Trust |
3 |
| FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| Wells Fargo Global Dividend Opportunity Fund |
3 |
| DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A |
3 |
| TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| Bancroft Fund Ltd |
3 |
| CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
3 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
3 |
| CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N |
3 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A |
3 |
| VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A |
3 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
3 |
| Oppenheimer Global Strategic Income Fund |
3 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
3 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
3 |
| BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A |
3 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
3 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
3 |
| Bedel Financial Consulting, Inc. |
3 |
| CenterStar Asset Management, LLC |
3 |
| Squar Milner Financial Services Llc |
3 |
| Tibra Equities Europe Ltd |
3 |
| Taylor Hoffman Wealth Management |
3 |
| Truewealth Llc |
3 |
| Red Cedar Capital, LLC |
3 |
| Nissay Asset Management Corp /japan/ /adv |
3 |
| Sb Investment Advisers (uk) Ltd |
3 |
| CWM Advisors, LLC |
3 |
| Lake Street Advisors Group, Llc |
3 |
| Brasada Capital Management, Lp |
3 |
| Prime Capital Investment Advisors, LLC |
3 |
| Wagner Wealth Management, Llc |
3 |
| Paulson Wealth Management Inc. |
3 |
| Centerpoint Advisors, LLC |
3 |
| Nvwm, Llc |
3 |
| Castleview Partners, Llc |
3 |
| Altshuler Shaham Ltd |
3 |
| Cvi Holdings, Llc |
3 |
| Rvb Capital Management Llc |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| Pflug Koory, LLC |
3 |
| Foundations Investment Advisors, LLC |
3 |
| Hill Winds Capital LP |
3 |
| Delta Investment Management, LLC |
3 |
| Nachman Norwood & Parrott, Inc |
3 |
| Allred Capital Management, LLC |
3 |
| Vision Capital Corp |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| Next Capital Management LLC |
3 |
| Islet Management, LP |
3 |
| Weld Capital Management Llc |
3 |
| Global Wealth Management Investment Advisory, Inc. |
3 |
| Howard Financial Services, Ltd. |
3 |
| Qtron Investments LLC |
3 |
| Manchester Financial Inc |
3 |
| Kcl Capital, L.p. |
3 |
| Princeton Global Asset Management LLC |
3 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
3 |
| Comerica Securities,inc. |
3 |
| Next Financial Holdings |
3 |
| WealthStone, Inc. |
3 |
| Inscription Capital, LLC |
3 |
| Horizon Kinetics Asset Management Llc |
3 |
| Jump Trading, Llc |
3 |
| Campbell Multi-strategy Trust |
3 |
| American Fidelity Dual Strategy Fund Inc |
3 |
| Ramius Advisors Llc |
3 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
3 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
3 |
| RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S |
3 |
| BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N |
3 |
| JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) |
3 |
| Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
3 |
| VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares |
3 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
3 |
| NOBOX - Northern Funds - Northern Bond Index Fund |
3 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
3 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
3 |
| RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H |
3 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio |
3 |
| LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC |
3 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
3 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
3 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
3 |
| SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F |
3 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
3 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
3 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
3 |
| JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV |
3 |
| SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares |
3 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
3 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
3 |
| VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares |
3 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares |
3 |
| TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF |
3 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
3 |
| KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio |
3 |
| KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio |
3 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
3 |
| WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class |
3 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
3 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
3 |
| RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity |
3 |
| SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A |
3 |
| EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
3 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
3 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
3 |
| QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
3 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
3 |
| MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I |
3 |
| MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I |
3 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund |
3 |
| CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class |
3 |
| TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
3 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
3 |
| FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund |
3 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
3 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
3 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
3 |
| PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 |
3 |
| BREFX - BARON SELECT FUNDS - Baron Real Estate Fund |
3 |
| BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
3 |
| FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV |
3 |
| MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
3 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
3 |
| BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares |
3 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
3 |
| Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
3 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
3 |
| CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF |
3 |
| CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF |
3 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
3 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
3 |
| Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A |
3 |
| IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF |
3 |
| IPFF - iSHARES TRUST - iShares International Preferred Stock ETF |
3 |
| IYR - iSHARES TRUST - iShares U.S. Real Estate ETF |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
3 |
| PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF |
3 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
3 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
3 |
| HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia |
3 |
| IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV |
3 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
3 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class |
3 |
| ACSKX - American Century Investment Trust - Short Duration Fund C Class |
3 |
| ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class |
3 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
3 |
| ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class |
3 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
3 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
| THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A |
3 |
| MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class |
3 |
| MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class |
3 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
3 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
3 |
| FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF |
3 |
| FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF |
3 |
| MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund |
3 |
| RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF |
3 |
| DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
3 |
| WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A |
3 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
3 |
| EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A |
3 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
3 |
| DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A |
3 |
| Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A |
3 |
| GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional |
3 |
| Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
3 |
| AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund |
3 |
| BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class |
3 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
3 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
3 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
3 |
| IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF |
3 |
| Profunds - Profund Vp Financials |
3 |
| Profunds - Profund Vp Real Estate |
3 |
| MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I |
3 |
| MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I |
3 |
| PXRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps International Real Estate Securities Fund Class A |
3 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
3 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
3 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
3 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
3 |
| GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional |
3 |
| GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares |
3 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service |
3 |
| DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund |
3 |
| CFBNX - COMMERCE FUNDS - The Bond Fund Shares |
3 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
3 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A |
3 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
3 |
| GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A |
3 |
| WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES |
3 |
| NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A |
3 |
| DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares |
3 |
| DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
3 |
| PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 |
3 |
| PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 |
3 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
3 |
| POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A |
3 |
| PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 |
3 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class |
3 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class |
3 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
3 |
| MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class |
3 |
| GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional |
3 |
| BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares |
3 |
| MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A |
3 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
3 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
3 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
3 |
| FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund |
3 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
3 |
| FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund |
3 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
| HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class |
3 |
| HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class |
3 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
3 |
| JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A |
3 |
| FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A |
3 |
| TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T |
3 |
| TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class |
3 |
| JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF |
3 |
| GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF |
3 |
| PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF |
3 |
| LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R |
3 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
3 |
| SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund |
3 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
3 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class |
3 |
| FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A |
3 |
| FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A |
3 |
| DGRPX - DELAWARE GROUP ADVISER FUNDS - Delaware Global Real Estate Opportunities Fund Class A |
3 |
| PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) |
3 |
| PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund |
3 |
| RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio |
3 |
| FFERX - FIDELITY SELECT PORTFOLIOS - Fidelity Flex Real Estate Fund |
3 |
| ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class |
3 |
| FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund |
3 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
3 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
3 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
3 |
| TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I |
3 |
| TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class |
3 |
| AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A |
3 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
3 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
3 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
3 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
3 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
| IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF |
3 |
| IYF - iSHARES TRUST - iShares U.S. Financials ETF |
3 |
| FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund |
3 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
3 |
| FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund |
3 |
| FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund |
3 |
| IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I |
3 |
| CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A |
3 |
| DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF |
3 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
3 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
3 |
| IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
3 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
3 |
| SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
3 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
3 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
3 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
3 |
| DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A |
3 |
| INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
3 |
| NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF |
3 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
3 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
3 |
| IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A |
3 |
| BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares |
3 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
3 |
| SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 |
3 |
| VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares |
3 |
| VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares |
3 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
3 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
3 |
| CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF |
3 |
| FNPIX - Profunds - Financials Ultrasector Profund Investor Class |
3 |
| REPIX - Profunds - Real Estate Ultrasector Profund Investor Class |
3 |
| IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF |
3 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
3 |
| USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
3 |
| VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares |
3 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
3 |
| UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF |
3 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
3 |
| ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R |
3 |
| FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A |
3 |
| FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A |
3 |
| Compass Ion Advisors, LLC |
3 |
| LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A |
3 |
| LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A |
3 |
| LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A |
3 |
| BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares |
3 |
| MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I |
3 |
| USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| AREX Capital Management, LP |
3 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
3 |
| PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A |
3 |
| FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund |
3 |
| FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund |
3 |
| FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund |
3 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
3 |
| FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio |
3 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
3 |
| SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF |
3 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
3 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
3 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
3 |
| Tsfg, Llc |
3 |
| ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| CLARX - Voya EQUITY TRUST - Voya Real Estate Fund Class A |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
3 |
| PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund |
3 |
| TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund |
3 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
3 |
| DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I |
3 |
| VCIEX - VALIC Co I - International Equities Index Fund |
3 |
| VCINX - VALIC Co I - International Growth Fund |
3 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
3 |
| UYG - PROSHARES TRUST - ProShares Ultra Financials |
3 |
| URE - PROSHARES TRUST - ProShares Ultra Real Estate |
3 |
| JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A |
3 |
| RALS - PROSHARES TRUST - ProShares RAFI Long/Short |
3 |
| PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF |
3 |
| HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class |
3 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
3 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
3 |
| STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A |
3 |
| KBWY - Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF |
3 |
| PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF |
3 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
3 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
3 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 |
3 |
| VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
3 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
3 |
| Samalin Investment Counsel, LLC |
3 |
| Venture Visionary Partners LLC |
3 |
| Illinois Municipal Retirement Fund |
3 |
| PIMCO Energy & Tactical Credit Opportunities Fund |
3 |
| Principal Diversified Select Real Asset Fund |
3 |
| Firestone Capital Management |
3 |
| Keebeck Alpha, LP |
3 |
| Carolinas Wealth Consulting Llc |
3 |
| Hohimer Wealth Management, Llc |
3 |
| Arkadios Wealth Advisors |
3 |
| Twinbeech Capital Lp |
3 |
| Wealth Quarterback LLC |
3 |
| Verus Capital Partners, Llc |
3 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| HighMark Wealth Management LLC |
3 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
3 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
3 |
| FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund |
3 |
| Daiwa Capital Markets America Inc. |
3 |
| Northern Trust Co Of Connecticut |
3 |
| Jackson Square Capital, Llc |
3 |
| GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund |
3 |
| BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares |
3 |
| CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class |
3 |
| ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I |
3 |
| ARSFX - Investment Managers Series Trust - Aristotle International Equity Fund Class I |
3 |
| HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares |
3 |
| CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C |
3 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
3 |
| BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF |
3 |
| BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class |
3 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
3 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
3 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
3 |
| NETL - ETF Series Solutions - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF |
3 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
3 |
| BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF |
3 |
| JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares |
3 |
| RBB FUND, INC. - Aquarius International Fund |
3 |
| WFA of San Diego, LLC |
3 |
| AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund |
3 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
3 |
| IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF |
3 |
| TFC Financial Management |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| Fortis Group Advisors, LLC |
3 |
| Paces Ferry Wealth Advisors, Llc |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y |
3 |
| Johnson Midwest Financial, LLC |
3 |
| AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF |
3 |
| Aaron Wealth Advisors LLC |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
3 |
| Cannon Global Investment Management, LLC |
3 |
| Allegheny Financial Group LTD |
3 |
| Vantage Consulting Group Inc |
3 |
| TCG Advisory Services, LLC |
3 |
| Charter Oak Capital Management, LLC |
3 |
| Occudo Quantitative Strategies Lp |
3 |
| Freedman Financial Associates, Inc. |
3 |
| Coppell Advisory Solutions LLC |
3 |
| Lorne Steinberg Wealth Management Inc. |
3 |
| JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF |
3 |
| BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF |
3 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
3 |
| Shay Capital LLC |
3 |
| REIT - ALPS ETF Trust - ALPS Active REIT ETF |
3 |
| Better Money Decisions, LLC |
3 |
| AXS Investments LLC |
3 |
| Optiver Holding B.V. |
3 |
| Regency Capital Management Inc.\DE |
3 |
| GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I |
3 |
| FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF |
3 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
3 |
| FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF |
3 |
| JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 |
3 |
| JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I |
3 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
3 |
| Activest Wealth Management |
3 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
3 |
| PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 |
3 |
| LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares |
3 |
| JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF |
3 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
3 |
| Herold Advisors, Inc. |
3 |
| BlackRock ESG Capital Allocation Trust |
3 |
| Thirdline Real Estate Income Fund |
3 |
| TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF |
3 |
| HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF |
3 |
| Oak Thistle LLC |
3 |
| DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I |
3 |
| RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF |
3 |
| Widmann Financial Services, Inc. |
3 |
| Maryland Capital Advisors Inc. |
3 |
| Missouri Trust & Investment Co |
3 |
| Steward Financial Group LLC |
3 |
| Buckingham Strategic Partners |
3 |
| Washington Trust Advisors, Inc. |
3 |
| Sagefield Capital LP |
3 |
| Aquatic Capital Management LLC |
3 |
| Zullo Investment Group, Inc. |
3 |
| Autumn Glory Partners, LLC |
3 |
| Raleigh Capital Management Inc. |
3 |
| AlphaCentric Advisors LLC |
3 |
| Meixler Investment Management, Ltd. |
3 |
| Householder Group Estate & Retirement Specialist, LLC |
3 |
| PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF |
3 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
3 |
| Tcwp Llc |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| Angeles Wealth Management, Llc |
3 |
| Baader Bank INC |
3 |
| MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares |
3 |
| Hantz Financial Services, Inc. |
3 |
| GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF |
3 |
| FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF |
3 |
| CGRRX - Calvert Management Series - Calvert Global Real Estate Fund Class R6 |
3 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
3 |
| Romano Brothers And Company |
3 |
| Mesirow Institutional Investment Management, Inc. |
3 |
| Exos TFP Holdings LLC |
3 |
| SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF |
3 |
| VitalStone Financial, LLC |
3 |
| Mendota Financial Group, LLC |
3 |
| Oversea-Chinese Banking CORP Ltd |
3 |
| Greenland Capital Management LP |
3 |
| Headlands Technologies LLC |
3 |
| Strategic Investment Solutions, Inc. /IL |
3 |
| DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF |
3 |
| PFG Investments, LLC |
3 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
3 |
| VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio |
3 |
| IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF |
3 |
| Financiere des Professionnels - Fonds d,investissement inc. |
3 |
| Anchor Investment Management, LLC |
3 |
| Fortitude Family Office, LLC |
3 |
| Twin Peaks Wealth Advisors, LLC |
3 |
| Frazier Financial Advisors, LLC |
3 |
| ClearAlpha Technologies LP |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| EntryPoint Capital, LLC |
3 |
| Pathstone Holdings, LLC |
3 |
| Colony Group, LLC |
3 |
| Accent Capital Management, LLC |
3 |
| Kapitalo Investimentos Ltda |
3 |
| DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF |
3 |
| American Capital Advisory, LLC |
3 |
| Triad Wealth Partners, LLC |
3 |
| M&G Plc |
3 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
3 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
3 |
| Point72 (DIFC) Ltd |
3 |
| BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF |
3 |
| Ashton Thomas Securities, Llc |
3 |
| Td Private Client Wealth Llc |
3 |
| Cromwell Holdings LLC |
3 |
| EHLS - Tidal Trust II - Even Herd Long Short ETF |
3 |
| Sanctuary Advisors, LLC |
3 |
| Highline Wealth Partners Llc |
3 |
| Catalyst Funds Management Pty Ltd |
3 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
3 |
| Rialto Wealth Management, LLC |
3 |
| Transce3nd, LLC |
3 |
| USAF - 2023 ETF Series Trust - Atlas America Fund |
3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
3 |
| Private Wealth Asset Management, LLC |
3 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
3 |
| Credential Qtrade Securities Inc. |
3 |
