| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
13 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
11 |
| USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF |
10 |
| Morgan Stanley |
10 |
| GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF |
10 |
| Wells Fargo & Company/mn |
10 |
| Goldman Sachs Group Inc |
10 |
| SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF |
10 |
| Ameriprise Financial Inc |
10 |
| AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF |
10 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
10 |
| Citigroup Inc |
9 |
| Dimensional Fund Advisors Lp |
9 |
| BlackRock, Inc. |
9 |
| PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional |
9 |
| Renaissance Technologies Llc |
9 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
9 |
| Susquehanna International Group, Llp |
9 |
| Vanguard Group Inc |
9 |
| Deutsche Bank Ag\ |
9 |
| Jpmorgan Chase & Co |
9 |
| BlackRock Institutional Trust Company, N.A. |
9 |
| Northern Trust Corp |
9 |
| Royal Bank Of Canada |
9 |
| Bnp Paribas Arbitrage, Sa |
9 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
9 |
| SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF |
9 |
| State Street Corp |
9 |
| Barclays Plc |
9 |
| Geode Capital Management, Llc |
9 |
| UBS Group AG |
9 |
| Fmr Llc |
9 |
| Bank of New York Mellon Corp |
9 |
| Bank Of America Corp /de/ |
9 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
9 |
| SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF |
8 |
| Manufacturers Life Insurance Company, The |
8 |
| Jefferies Group LLC |
8 |
| Bessemer Group Inc |
8 |
| American International Group, Inc. |
8 |
| Millennium Management Llc |
8 |
| Citadel Advisors Llc |
8 |
| California Public Employees Retirement System |
8 |
| SG Americas Securities, LLC |
8 |
| Panagora Asset Management Inc |
8 |
| Bridgeway Capital Management Inc |
8 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
8 |
| BlackRock Fund Advisors |
8 |
| Ancora Advisors, LLC |
8 |
| Two Sigma Investments, Lp |
8 |
| Creative Planning |
8 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
8 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
8 |
| BlackRock Investment Management, LLC |
8 |
| Ubs Ag |
8 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
8 |
| Tower Research Capital LLC (TRC) |
8 |
| Metropolitan Life Insurance Co/ny |
8 |
| Bank Of Montreal /can/ |
8 |
| Charles Schwab Investment Management Inc |
8 |
| Ladenburg Thalmann Financial Services Inc |
8 |
| New York State Common Retirement Fund |
8 |
| California State Teachers Retirement System |
8 |
| Nationwide Fund Advisors |
8 |
| Prelude Capital Management, Llc |
8 |
| Russell Frank Co/ |
8 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
8 |
| Alliancebernstein L.p. |
8 |
| TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class |
8 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
8 |
| Principal Financial Group Inc |
8 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
8 |
| Pnc Financial Services Group, Inc. |
8 |
| Invesco Ltd. |
8 |
| Jane Street Group, Llc |
8 |
| Rhumbline Advisers |
8 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
8 |
| Acadian Asset Management Llc |
7 |
| LPL Financial LLC |
7 |
| Teachers Advisors, Llc |
7 |
| Advisor Group Holdings, Inc. |
7 |
| Tiaa Cref Investment Management Llc |
7 |
| Two Sigma Advisers, Lp |
7 |
| Credit Suisse Ag/ |
7 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
7 |
| Us Bancorp \de\ |
7 |
| Ubs Asset Management Americas Inc |
7 |
| First Trust Advisors Lp |
7 |
| Proequities, Inc. |
7 |
| Nuveen Asset Management, LLC |
7 |
| Parametric Portfolio Associates Llc |
7 |
| Thrivent Financial For Lutherans |
7 |
| Bogle Investment Management L P /de/ |
7 |
| Cornerstone Capital Management Holdings Llc. |
7 |
| RidgeWorth Capital Management LLC |
7 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
7 |
| A.R.T. Advisors, LLC |
7 |
| IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF |
7 |
| ProShare Advisors LLC |
7 |
| BlackRock Advisors LLC |
7 |
| IFP Advisors, Inc |
7 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
7 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
7 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
7 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
7 |
| Glenmede Trust Co Na |
7 |
| Vanguard Index Funds |
7 |
| Guggenheim Capital Llc |
7 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
7 |
| GBF - iSHARES TRUST - iShares Government/Credit Bond ETF |
7 |
| Nomura Holdings Inc |
7 |
| Tfs Capital Llc |
7 |
| Price T Rowe Associates Inc /md/ |
7 |
| Martingale Asset Management L P |
7 |
| Wellington Management Group Llp |
7 |
| Paloma Partners Management Co |
7 |
| Aqr Capital Management Llc |
7 |
| Numeric Investors Llc |
7 |
| Cwm, Llc |
7 |
| Lsv Asset Management |
7 |
| Quantbot Technologies LP |
7 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
7 |
| EAM Investors, LLC |
7 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
7 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
7 |
| Signaturefd, Llc |
7 |
| Victory Capital Management Inc |
7 |
| New York State Teachers Retirement System |
7 |
| Legal & General Group Plc |
7 |
| Jacobs Levy Equity Management, Inc |
7 |
| Northwestern Mutual Wealth Management Co |
7 |
| Algert Global Llc |
7 |
| James Investment Research Inc |
7 |
| USBF - iSHARES TRUST - iShares USD Bond Factor ETF |
7 |
| Royce & Associates Lp |
7 |
| Comerica Bank |
7 |
| Strs Ohio |
7 |
| Great West Life Assurance Co /can/ |
7 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
7 |
| State Board Of Administration Of Florida Retirement System |
7 |
| Arrowstreet Capital, Limited Partnership |
6 |
| Arizona State Retirement System |
6 |
| MUFG Americas Holdings Corp |
6 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
6 |
| BlackRock Group LTD |
6 |
| Ellington Management Group Llc |
6 |
| Advisor Group, Inc. |
6 |
| Allianz Asset Management GmbH |
6 |
| Envestnet Asset Management Inc |
6 |
| Dynamic Technology Lab Private Ltd |
6 |
| Capital Fund Management S.a. |
6 |
| Stevens Capital Management Lp |
6 |
| Teachers Retirement System Of The State Of Kentucky |
6 |
| Proficio Capital Partners LLC |
6 |
| Lazard Asset Management Llc |
6 |
| Raymond James Financial Inc |
6 |
| Walleye Trading LLC |
6 |
| VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares |
6 |
| SECOR Capital Advisors, LP |
6 |
| Brandywine Global Investment Management, LLC |
6 |
| Princeton Alpha Management LP |
6 |
| Hbk Investments L P |
6 |
| Hrt Financial Lp |
6 |
| Trexquant Investment LP |
6 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
6 |
| TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A |
6 |
| Amalgamated Bank |
6 |
| SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund |
6 |
| State of Tennessee, Treasury Department |
6 |
| D. E. Shaw & Co., Inc. |
6 |
| VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares |
6 |
| VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares |
6 |
| Swiss National Bank |
6 |
| Bailard, Inc. |
6 |
| Sei Investments Co |
6 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
6 |
| Cubist Systematic Strategies, LLC |
6 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
6 |
| Stratos Wealth Partners, LTD. |
6 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
6 |
| Janney Montgomery Scott LLC |
6 |
| Nomura Asset Management Co Ltd |
6 |
| Parallax Volatility Advisers, L.P. |
6 |
| American Century Companies Inc |
6 |
| THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A |
6 |
| Axa S.a. |
6 |
| SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF |
6 |
| VTL Associates, LLC |
6 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
6 |
| ClariVest Asset Management LLC |
6 |
| Tudor Investment Corp Et Al |
6 |
| Gsa Capital Partners Llp |
6 |
| Oxford Asset Management Llp |
6 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
6 |
| Federated Hermes, Inc. |
6 |
| Los Angeles Capital Management Llc |
6 |
| Simplex Trading, Llc |
6 |
| PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional |
6 |
| Denali Advisors Llc |
6 |
| PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio |
6 |
| Profund Advisors Llc |
6 |
| Prudential Financial Inc |
6 |
| Nine Chapters Capital Management LLC |
6 |
| KBC Group NV |
6 |
| Foundry Partners, LLC |
6 |
| Louisiana State Employees Retirement System |
6 |
| Public Sector Pension Investment Board |
6 |
| Acrospire Investment Management LLC |
6 |
| Norges Bank |
6 |
| Geneos Wealth Management Inc. |
6 |
| Public Employees Retirement System Of Ohio |
6 |
| Hillsdale Investment Management Inc. |
6 |
| Canada Pension Plan Investment Board |
6 |
| Franklin Resources Inc |
6 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
6 |
| PDT Partners, LLC |
6 |
| Ajo, Lp |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
6 |
| Magnetar Financial LLC |
6 |
| Nisa Investment Advisors, Llc |
6 |
| Sterling Capital Management LLC |
6 |
| Fifth Third Bancorp |
6 |
| MetLife Securities, Inc |
6 |
| Mason Street Advisors, Llc |
6 |
| O'shaughnessy Asset Management, Llc |
6 |
| Voya Investment Management Llc |
6 |
| Huntington National Bank |
6 |
| Principal Funds Inc |
6 |
| Raymond James & Associates |
6 |
| Pacer Advisors, Inc. |
6 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
6 |
| Qube Research & Technologies Ltd |
6 |
| IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF |
6 |
| SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund |
6 |
| QS Investors, LLC |
6 |
| First Horizon Advisors, Inc. |
6 |
| Oppenheimer Funds Inc |
6 |
| Quadrant Capital Group Llc |
6 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
6 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
6 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
6 |
| Marshall Wace, Llp |
6 |
| Municipal Employees' Retirement System of Michigan |
6 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
6 |
| Teacher Retirement System Of Texas |
6 |
| Commonwealth Bank Of Australia |
6 |
| State Of Wisconsin Investment Board |
6 |
| Alps Advisors Inc |
6 |
| Nordea Investment Management Ab |
6 |
| Engineers Gate Manager LP |
6 |
| Ameritas Investment Partners, Inc. |
6 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
6 |
| Squarepoint Ops LLC |
6 |
| Kcg Holdings, Inc. |
6 |
| VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares |
6 |
| Spark Investment Management LLC |
6 |
| Systematic Financial Management Lp |
6 |
| Texas Permanent School Fund |
6 |
| Opus Capital Group, LLC |
5 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
5 |
| MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
5 |
| IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF |
5 |
| FNY Managed Accounts LLC |
5 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
5 |
| AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A |
5 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
5 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
5 |
| Capstone Investment Advisors, Llc |
5 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
5 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
5 |
| Profunds - Profund Vp Oil & Gas |
5 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
5 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
5 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
5 |
| Cambria Investment Management, L.P. |
5 |
| BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares |
5 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
5 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
5 |
| Point72 Asset Management, L.P. |
5 |
| Glassman Wealth Services |
5 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
5 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
5 |
| Aperio Group, LLC |
5 |
| Tocqueville Asset Management L.p. |
5 |
| Cambridge Investment Research Advisors, Inc. |
5 |
| NumerixS Investment Technologies Inc |
5 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
5 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
5 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
5 |
| State Farm Variable Product Trust |
5 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
5 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
5 |
| Stifel Financial Corp |
5 |
| State Farm Mutual Fund Trust |
5 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
5 |
| Robeco Institutional Asset Management B.V. |
5 |
| Cornerstone Advisors, Inc. |
5 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
5 |
| Virginia Retirement Systems Et Al |
5 |
| SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund |
5 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
5 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
5 |
| Soros Fund Management Llc |
5 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
5 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
5 |
| AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF |
5 |
| Loomis Sayles & Co L P |
5 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
5 |
| State of New Jersey Common Pension Fund D |
5 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
5 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
5 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
5 |
| First Citizens Bank & Trust Co |
5 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
5 |
| Boston Partners |
5 |
| Hotchkis & Wiley Capital Management Llc |
5 |
| Meeder Asset Management Inc |
5 |
| HighTower Advisors, LLC |
5 |
| ZPR Investment Management |
5 |
| Daiwa Securities Group Inc. |
5 |
| Jones Financial Companies Lllp |
5 |
| Managed Account Advisors Llc |
5 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
5 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
5 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
5 |
| Lucus Advisors Llc |
5 |
| Vident Investment Advisory, LLC |
5 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
5 |
| Verition Fund Management LLC |
5 |
| Gotham Asset Management, LLC |
5 |
| Picton Mahoney Asset Management |
5 |
| Polar Asset Management Partners Inc. |
5 |
| Vantagepoint Funds |
5 |
| Point72 Hong Kong Ltd |
5 |
| Highbridge Capital Management Llc |
5 |
| Connor, Clark & Lunn Investment Management Ltd. |
5 |
| LS Investment Advisors, LLC |
5 |
| Balyasny Asset Management Llc |
5 |
| Assured Investment Management LLC |
5 |
| Bowling Portfolio Management LLC |
5 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
5 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
5 |
| Winton Capital Group Ltd |
5 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
5 |
| Deere & Co |
5 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
5 |
| IndexIQ Advisors LLC |
5 |
| CENTRAL TRUST Co |
5 |
| AHL Partners LLP |
5 |
| Raymond James Financial Services Advisors, Inc. |
5 |
| Lindbrook Capital, Llc |
5 |
| CIBC Private Wealth Group, LLC |
5 |
| Group One Trading, L.p. |
5 |
| Riverhead Capital Management Llc |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
| Whittier Trust Co |
5 |
| Assetmark, Inc |
5 |
| Hsbc Holdings Plc |
5 |
| Quadrature Capital Ltd |
5 |
| Schroder Investment Management Group |
5 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
5 |
| Wealthspire Advisors, L.P. |
5 |
| Advisors Asset Management, Inc. |
5 |
| PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional |
5 |
| SAC Capital Advisors LP |
5 |
| Cutler Group LP |
5 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
5 |
| Benjamin F. Edwards & Company, Inc. |
5 |
| Analytic Investors, LLC |
5 |
| Zacks Investment Management |
5 |
| Versant Capital Management, Inc |
5 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
| Jane Street Holding, LLC |
5 |
| Emerald Acquisition Ltd. |
5 |
| Wolverine Trading, Llc |
5 |
| MetLife Investment Management, LLC |
5 |
| Covestor Ltd |
5 |
| Capstone Asset Management Co |
5 |
| Campbell & CO Investment Adviser LLC |
5 |
| EverSource Wealth Advisors, LLC |
5 |
| Russell Investments Group, Ltd. |
5 |
| Centiva Capital, LP |
5 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
5 |
| First Quadrant L P/ca |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
5 |
| Zebra Capital Management LLC |
5 |
| Clinton Group Inc |
5 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
5 |
| Mason Street Advisors, Llc |
5 |
| Vanguard World Fund |
5 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
5 |
| Menta Capital Llc |
5 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
5 |
| College Retirement Equities Fund |
5 |
| Tiaa-cref Funds |
5 |
| Hartford Mutual Funds Inc/ct |
5 |
| SRS Capital Advisors, Inc. |
5 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
5 |
| Ground Swell Capital, LLC |
5 |
| Asset Management One Co., Ltd. |
5 |
| Oregon Public Employees Retirement Fund |
5 |
| Putnam Investments Llc |
5 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
5 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
5 |
| Shepherd Kaplan Krochuk, Llc |
5 |
| Public Employees Retirement Association Of Colorado |
5 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
5 |
| Macquarie Group Ltd |
5 |
| Parallel Advisors, LLC |
5 |
| Summit Global Investments |
5 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
5 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
5 |
| Brown Brothers Harriman & Co |
5 |
| Allworth Financial LP |
5 |
| Voloridge Investment Management, Llc |
5 |
| Parkside Financial Bank & Trust |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| Man Group plc |
5 |
| Eagle Asset Management Inc |
5 |
| Financial Architects, Inc |
5 |
| Chicago Equity Partners Llc |
5 |
| Convergence Investment Partners, LLC |
5 |
| Airain ltd |
5 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
5 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
5 |
| Six Circles Trust - Six Circles Global Bond Fund |
5 |
| Crossmark Global Holdings, Inc. |
5 |
| Hancock Whitney Corp |
5 |
| Steward Partners Investment Advisory, Llc |
5 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
5 |
| Mackenzie Financial Corp |
5 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
5 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
5 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
5 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
5 |
| BlueCrest Capital Management Ltd |
5 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
5 |
| Rydex Etf Trust |
5 |
| Tfs Capital Investment Trust |
5 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
5 |
| Globeflex Capital L P |
5 |
| Mutual Of America Capital Management Llc |
5 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
5 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
5 |
| Alberta Investment Management Corp |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
5 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
5 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
5 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
5 |
| John Hancock Income Securities Trust |
5 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
5 |
| VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF |
5 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
5 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
5 |
| PineBridge Investments, L.P. |
5 |
| Northern Trust Co Of Connecticut |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
5 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
5 |
| Hutchin Hill Capital, LP |
5 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
5 |
| SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF |
5 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
5 |
| SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF |
5 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
5 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
5 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
5 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
5 |
| Captrust Financial Advisors |
5 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
5 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
5 |
| Dupont Capital Management Corp |
5 |
| United Services Automobile Association |
5 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
5 |
| Neuberger Berman Group LLC |
5 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
5 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
5 |
| VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares |
5 |
| PEAK6 Investments, L.P. |
5 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
5 |
| PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF |
5 |
| TCI Wealth Advisors, Inc. |
4 |
| CoreCap Advisors, LLC |
4 |
| Berman Capital Advisors, LLC |
4 |
| State of Wyoming |
4 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
4 |
| Integrated Quantitative Investments LLC |
4 |
| Boothbay Fund Management, Llc |
4 |
| Virtu Financial LLC |
4 |
| Xact Kapitalforvaltning AB |
4 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
4 |
| Ramsey Quantitative Systems |
4 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
4 |
| Alpha Windward Llc |
4 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
4 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial |
4 |
| Capital Performance Advisors Llp |
4 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
4 |
| Larson Financial Group LLC |
4 |
| K2 Principal Fund, L.p. |
4 |
| Petrus Trust Company, LTA |
4 |
| Dean Capital Management |
4 |
| Wealth Enhancement Advisory Services, Llc |
4 |
| Seizert Capital Partners, Llc |
4 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
4 |
| Allspring Global Investments Holdings, LLC |
4 |
| Signet Financial Management, Llc |
4 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
4 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
4 |
| GV Financial Advisors |
4 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
4 |
| Capstone Series Fund Inc |
4 |
| SpiderRock Trading LLC |
4 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
4 |
| CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A |
4 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
4 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
4 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
4 |
| Absolute Return Capital, LLC |
4 |
| Nuveen Floating Rate Income Fund |
4 |
| Oberweis Asset Management Inc/ |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
4 |
| Cipher Capital LP |
4 |
| Versor Investments LP |
4 |
| MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 |
4 |
| Archford Capital Strategies, LLC |
4 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| First Republic Investment Management, Inc. |
4 |
| State of Alaska, Department of Revenue |
4 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
4 |
| EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class |
4 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
4 |
| Citizens Financial Group Inc/ri |
4 |
| Natixis |
4 |
| Ccm Investment Advisers Llc |
4 |
| Elkfork Partners LLC |
4 |
| Thompson Davis & Co., Inc. |
4 |
| Federation des caisses Desjardins du Quebec |
4 |
| Janus Henderson Group Plc |
4 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
4 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
4 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
4 |
| JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) |
4 |
| Stone Ridge Asset Management LLC |
4 |
| Oppenheimer Etf Trust |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
4 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
4 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
4 |
| Cullen/frost Bankers, Inc. |
4 |
| ULTRA SERIES FUND - Core Bond Fund Class I |
4 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
4 |
| Tarbox Family Office, Inc. |
4 |
| Spot Trading L.L.C |
4 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
4 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
4 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
4 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
4 |
| Empirical Finance, LLC |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
4 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
4 |
| SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES |
4 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
4 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
4 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
4 |
| Rothschild Investment Llc |
4 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
4 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
4 |
| Timber Hill LLC |
4 |
| Hanseatic Management Services Inc |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
4 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
| Jefferies Financial Group Inc. |
4 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
4 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
4 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
4 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
4 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
4 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
4 |
| Police & Firemen's Retirement System of New Jersey |
4 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
4 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
4 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
4 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
4 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
4 |
| Eaton Vance Ltd Duration Income Fund |
4 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
4 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
4 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
4 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
4 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
4 |
| OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A |
4 |
| Boston Advisors Llc |
4 |
| First Mercantile Trust Co |
4 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
4 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
4 |
| Monarch Partners Asset Management LLC |
4 |
| FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund |
4 |
| Profunds - Profund Vp Small-cap |
4 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
4 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
4 |
| Glen Harbor Capital Management LLC |
4 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
4 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
4 |
| Profunds - Profund Vp Ultrasmall-cap |
4 |
| Meadow Creek Investment Management LLC |
4 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
4 |
| GWM Advisors LLC |
4 |
| Ontario Teachers Pension Plan Board |
4 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
4 |
| NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A |
4 |
| HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A |
4 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
4 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
4 |
| Pnc Funds |
4 |
| TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A |
4 |
| Umb Bank N A/mo |
4 |
| GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF |
4 |
| National Planning Corp |
4 |
| Diversified Trust Co |
4 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
4 |
| Assenagon Asset Management S.A. |
4 |
| Sowell Financial Services LLC |
4 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
4 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
4 |
| BNP Paribas Asset Management Holding S.A. |
4 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
4 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
4 |
| Advanced Series Trust - Ast Small-cap Value Portfolio |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| Old Mutual Customised Solutions (proprietary) Ltd |
4 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
4 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
4 |
| Weiss Multi-Strategy Advisers LLC |
4 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
4 |
| BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional |
4 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
4 |
| Marshall Wace North America L.P. |
4 |
| Gemmer Asset Management LLC |
4 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
4 |
| CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A |
4 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
4 |
| Johnson Financial Group, Inc. |
4 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
4 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
4 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
4 |
| SBI Securities Co., Ltd. |
4 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
4 |
| Anchor Capital Advisors Llc |
4 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
4 |
| BDO Wealth Advisors, LLC |
4 |
| Toronto Dominion Bank |
4 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
4 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
4 |
| MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares |
4 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
4 |
| Dean Investment Associates, Llc |
4 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
4 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
4 |
| Voya Senior Income Fund |
4 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
4 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
4 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
4 |
| GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI |
4 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
4 |
| Csenge Advisory Group |
4 |
| Catalyst Capital Advisors LLC |
4 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
4 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
4 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
4 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
4 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
4 |
| Alpine Global Management, LLC |
4 |
| Piedmont Investment Advisors Llc |
4 |
| Belpointe Asset Management LLC |
4 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
4 |
| Hudson Bay Capital Management LP |
4 |
| Dreman Value Management, L L C |
4 |
| FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund |
4 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| Jpmorgan Trust Iii |
4 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
4 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
4 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
4 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
4 |
| Css Llc/il |
4 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
4 |
| SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A |
4 |
| Invictus RG |
4 |
| General Motors Investment Management Corp |
4 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
4 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
4 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
4 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
4 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
4 |
| Amundi Pioneer Asset Management Inc |
4 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
4 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
4 |
| Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A |
4 |
| Transamerica Partners Portfolios |
4 |
| BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund |
4 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
4 |
| PENN SERIES FUNDS INC - International Equity Fund |
4 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
4 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
4 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
4 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
4 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
4 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
4 |
| BlackRock Japan Co. Ltd |
4 |
| Shell Asset Management Co |
4 |
| OMERS ADMINISTRATION Corp |
4 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
4 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
4 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
4 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
4 |
| Transamerica Partners Funds Group Ii |
4 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
4 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
4 |
| Clark Capital Management Group, Inc. |
4 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
4 |
| ExodusPoint Capital Management, LP |
4 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A |
4 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 |
4 |
| DekaBank Deutsche Girozentrale |
4 |
| Point72 Middle East FZE |
4 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
4 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
4 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
4 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
4 |
| True Wealth Design, LLC |
4 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
4 |
| BBT Capital Management, LLC |
4 |
| Eaton Vance Management |
4 |
| Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series |
4 |
| Paradigm Asset Management Co Llc |
4 |
| Mercer Global Advisors Inc /adv |
4 |
| Innealta Capital, Llc |
4 |
| USA Financial Portformulas Corp |
4 |
| Landscape Capital Management, L.l.c. |
4 |
| SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
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 |
| Lombard Odier Asset Management (USA) Corp |
4 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
4 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
4 |
| Hennessy Advisors Inc |
4 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
4 |
| Balasa Dinverno & Foltz Llc |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I |
4 |
| GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class |
4 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
4 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
4 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
4 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
4 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
4 |
| Itau Unibanco Holding S.A. |
4 |
| SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF |
4 |
| Nuveen, LLC |
4 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
4 |
| BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund |
4 |
| Farther Finance Advisors, LLC |
4 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
4 |
| Watershed Asset Management, L.L.C. |
4 |
| Mirae Asset Global Investments Co., Ltd. |
4 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
4 |
| Claymore Exchange-traded Fund Trust |
4 |
| Intech Investment Management Llc |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
4 |
| Ronald Blue Trust, Inc. |
4 |
| Lord, Abbett & Co. Llc |
4 |
| Massachusetts Financial Services Co /ma/ |
4 |
| Kennedy Capital Management, Inc. |
4 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
4 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
4 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
4 |
| PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I |
4 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
4 |
| PEAK6 Investments LLC |
4 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
4 |
| Private Trust Co Na |
4 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
4 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
4 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
4 |
| BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional |
4 |
| Manchester Capital Management LLC |
4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
4 |
| NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A |
4 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
4 |
| PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio |
4 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
4 |
| Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
4 |
| PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional |
4 |
| SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class |
4 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
4 |
| Prescott Group Capital Management, L.l.c. |
4 |
| USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
4 |
| Index Management Solutions, LLC |
4 |
| Capital One, National Association |
4 |
| BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund |
4 |
| ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF |
4 |
| Two Sigma Securities, Llc |
4 |
| Global Retirement Partners, LLC |
4 |
| Schonfeld Strategic Advisors LLC |
4 |
| CPSIX - Unified Series Trust - Fci Bond Fund |
4 |
| NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF |
4 |
| C M Bidwell & Associates Ltd |
4 |
| PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional |
4 |
| SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A |
4 |
| Laurion Capital Management LP |
4 |
| Securian Asset Management, Inc |
4 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
4 |
| Mackay Shields Llc |
4 |
| Gabelli Funds Llc |
4 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
4 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
4 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
4 |
| Rockefeller Capital Management L.P. |
4 |
| Transamerica Partners Funds Group |
4 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
4 |
| Thb Asset Management |
4 |
| PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P |
4 |
| First Hawaiian Bank |
4 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
4 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
4 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
4 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
4 |
| Oppenheimer Asset Management Inc. |
4 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
4 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
4 |
| Alyeska Investment Group, L.P. |
4 |
| Harvest Group Wealth Management, Llc |
4 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Quantitative Systematic Strategies LLC |
4 |
| MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class |
4 |
| VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares |
4 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
4 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares |
4 |
| Columbia Partners L L C Investment Management |
4 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
4 |
| GAMMA Investing LLC |
4 |
| One Wealth Advisors, LLC |
4 |
| MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A |
4 |
| Societe Generale |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
4 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
4 |
| Harvest Capital Strategies LLC |
4 |
| Capital Analysts, Inc. |
4 |
| Cornercap Investment Counsel Inc |
4 |
| Principal Securities, Inc. |
4 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
4 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
4 |
| Corebridge Financial, Inc. |
4 |
| AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class |
4 |
| PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I |
4 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
4 |
| CWM Advisors, LLC |
4 |
| Quest Partners LLC |
4 |
| Parkwood LLC |
3 |
| Adage Capital Partners Gp, L.l.c. |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II |
3 |
| Barrow Hanley Mewhinney & Strauss Llc |
3 |
| Reinhart Partners, Inc. |
3 |
| Smith Asset Management Group Lp |
3 |
| Sawgrass Asset Management Llc |
3 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
3 |
| NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class |
3 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
3 |
| WFG Advisors, LP |
3 |
| Matarin Capital Management, LLC |
3 |
| Gideon Capital Advisors, Inc. |
3 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
3 |
| Brevan Howard Capital Management LP |
3 |
| AMP Capital Investors Ltd |
3 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| Cetera Investment Advisers |
3 |
| Bokf, Na |
3 |
| OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
3 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
3 |
| BTG Pactual Global Asset Management Ltd |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| Advisors Preferred, LLC |
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 |
| Invictus RG Pte. Ltd. |
3 |
| Bayesian Capital Management, LP |
3 |
| TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class |
3 |
| TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class |
3 |
| TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class |
3 |
| TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund |
3 |
| TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund |
3 |
| Northwestern Mutual Investment Management Company, Llc |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
3 |
| Piper Sandler & Co. |
3 |
| PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A |
3 |
| 361 Capital Llc |
3 |
| Redmond Asset Management, LLC |
3 |
| Quinn Opportunity Partners LLC |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I |
3 |
| Steamboat Capital Partners, LLC |
3 |
| Driehaus Capital Management Llc |
3 |
| Euclidean Technologies Management, LLC |
3 |
| Horizon Investment Services, LLC |
3 |
| DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I |
3 |
| DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I |
3 |
| DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| Wealthfront Inc |
3 |
| QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I |
3 |
| Fuller & Thaler Asset Management, Inc. |
3 |
| Point72 Asia (Singapore) Pte. Ltd. |
3 |
| Waddell & Reed Financial Inc |
3 |
| Ropes Wealth Advisors Llc |
3 |
| QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A |
3 |
| Venturi Wealth Management, LLC |
3 |
| Mariner, LLC |
3 |
| Cna Financial Corp |
3 |
| JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I |
3 |
| Suntrust Banks Inc |
3 |
| Mml Investors Services, Llc |
3 |
| First Manhattan Co |
3 |
| JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I |
3 |
| Westpac Banking Corp |
3 |
| EULAV Asset Management |
3 |
| Thomas White International Ltd |
3 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
3 |
| M&t Bank Corp |
3 |
| Paradigm Capital Management Inc/ny |
3 |
| ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV |
3 |
| New York Life Investment Management Llc |
3 |
| TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund |
3 |
| ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV |
3 |
| Cantab Capital Partners LLP |
3 |
| Santa Fe Partners LLC |
3 |
| Prudential Plc |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional |
3 |
| Balter Liquid Alternatives, LLC |
3 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
3 |
| MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class |
3 |
| Phocas Financial Corp. |
3 |
| Munder Capital Management |
3 |
| Sei Trust Co |
3 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
3 |
| Shelton Capital Management |
3 |
| Man Investments Ltd |
3 |
| Delphi Private Advisors LLC |
3 |
| Regions Financial Corp |
3 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
3 |
| Peregrine Capital Management Llc |
3 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
3 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
3 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
3 |
| Prospera Financial Services Inc |
3 |
| MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 |
3 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
3 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
3 |
| Teza Capital Management LLC |
3 |
| Harvest Fund Management Co., Ltd |
3 |
| Empowered Funds, LLC |
3 |
| Delphi Management Inc /ma/ |
3 |
| MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares |
3 |
| PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF |
3 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
3 |
| IHT Wealth Management, LLC |
3 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
3 |
| SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class |
3 |
| NJ State Employees Deferred Compensation Plan |
3 |
| South Dakota Investment Council |
3 |
| Susquehanna Fundamental Investments, Llc |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| Everence Capital Management Inc |
3 |
| Farmers & Merchants Investments Inc |
3 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
3 |
| HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I |
3 |
| Clear Street Markets Llc |
3 |
| Eqis Capital Management, Inc. |
3 |
| Resources Investment Advisors, LLC. |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class |
3 |
| EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A |
3 |
| LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares |
3 |
| CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I |
3 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
3 |
| SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A |
3 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
3 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
3 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
3 |
| DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii |
3 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
3 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
3 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
3 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
3 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
3 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
3 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
3 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
3 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
| Td Asset Management Inc |
3 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
3 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
3 |
| Calvert Investment Management, Inc. |
3 |
| SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A |
3 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
3 |
| ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES |
3 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
3 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
3 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
3 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
3 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
3 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
3 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
3 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
3 |
| Rational Advisors Llc |
3 |
| Blackrock Corporate High Yield Fund, Inc. |
3 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares |
3 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
3 |
| Nuveen Senior Income Fund |
3 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
3 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
3 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
3 |
| Nuveen Floating Rate Income Opportunity Fund |
3 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
3 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
3 |
| Nuveen Short Duration Credit Opportunities Fund |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
3 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
3 |
| Nuveen Credit Strategies Income Fund |
3 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund |
3 |
| Financial Management Professionals, Inc. |
3 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
3 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
3 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
3 |
| PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 |
3 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
3 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
3 |
| Barings Llc |
3 |
| Massmutual Trust Co Fsb/adv |
3 |
| TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class |
3 |
| TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class |
3 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
3 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
3 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
3 |
| HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A |
3 |
| Wright Investors Service Inc |
3 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
3 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
3 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
3 |
| Wolverine Asset Management Llc |
3 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
3 |
| Enterprise Financial Services Corp |
3 |
| Oppenheimer Variable Account Funds |
3 |
| Nuveen Global High Income Fund |
3 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
3 |
| Ada Investment Management, LP |
3 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
3 |
| TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| Eaton Vance Senior Income Trust |
3 |
| Exchange Traded Concepts, Llc |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
3 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
3 |
| World Asset Management Inc |
3 |
| DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A |
3 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| Winslow, Evans & Crocker, Inc. |
3 |
| River Road Asset Management, LLC |
3 |
| Morgan Stanley Variable Investment Series - Income Plus Portfolio X |
3 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
3 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
3 |
| Plante Moran Financial Advisors, LLC |
3 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
| HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I |
3 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
3 |
| PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF |
3 |
| Westchester Capital Management, LLC |
3 |
| CenterStar Fund, LLC |
3 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
3 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
3 |
| ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A |
3 |
| MERVX - MERGER FUND VL - The Merger Fund VL |
3 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
3 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
3 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
3 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
3 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
3 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
3 |
| BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF |
3 |
| JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF |
3 |
| Lombardia Capital Partners Llc |
3 |
| JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A |
3 |
| JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A |
3 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
3 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
3 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
3 |
| VCSBX - VALIC Co II - Strategic Bond Fund |
3 |
| Pentwater Capital Management LP |
3 |
| MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II |
3 |
| FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A |
3 |
| IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF |
3 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
3 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
3 |
| SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A |
3 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
3 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
3 |
| Natixis Advisors, L.p. |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
3 |
| Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 |
3 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
3 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
3 |
| ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M |
3 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
3 |
| Breton Hill Capital Ltd. |
3 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
3 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
3 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
3 |
| Keybank National Association/oh |
3 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 |
3 |
| Wright Managed Equity Trust |
3 |
| Aigen Investment Management, Lp |
3 |
| Illinois Municipal Retirement Fund |
3 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
3 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
3 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
3 |
| Healthcare Of Ontario Pension Plan Trust Fund |
3 |
| Vestcor Inc |
3 |
| JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A |
3 |
| Invenomic Capital Management LP |
3 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
| Woodline Partners LP |
3 |
| Orion Portfolio Solutions, LLC |
3 |
| Eaton Vance Floating-rate Income Trust |
3 |
| Cnh Partners Llc |
3 |
| Ensign Peak Advisors, Inc |
3 |
| Procyon Private Wealth Partners, LLC |
3 |
| Great Lakes Advisors, Llc |
3 |
| IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R |
3 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
3 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
3 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
3 |
| IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A |
3 |
| D.a. Davidson & Co. |
3 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
3 |
| Graham Capital Management, L.P. |
3 |
| Rsm Us Wealth Management Llc |
3 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
3 |
| Integre Asset Management, LLC |
3 |
| Glazer Capital, Llc |
3 |
| Icon Advisers Inc/co |
3 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
3 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
3 |
| Eaton Vance Senior Floating Rate Trust |
3 |
| PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
3 |
| Alambic Investment Management, L.P. |
3 |
| FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund |
3 |
| CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class |
3 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
3 |
| ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
3 |
| King Luther Capital Management Corp |
3 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
3 |
| Credit Agricole S A |
3 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
3 |
| MUFG Securities EMEA plc |
3 |
| PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares |
3 |
| Jump Financial, LLC |
3 |
| Ergoteles LLC |
3 |
| NEXT Financial Group, Inc |
3 |
| ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES |
3 |
| Six Circles Trust - Six Circles Credit Opportunities Fund |
3 |
| MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A |
3 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
3 |
| Hussman Strategic Advisors, Inc. |
3 |
| Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III |
3 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
3 |
| Wipfli Financial Advisors Llc, |
3 |
| Maryland State Retirement & Pension System |
3 |
| GPS Wealth Strategies Group, LLC |
3 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
3 |
| Clearbridge Investments, LLC |
3 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
3 |
| Vantage Consulting Group Inc |
3 |
| VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. |
3 |
| SummerHaven Investment Management, LLC |
3 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
3 |
| State Of Michigan Retirement System |
3 |
| First Midwest Bank Trust Division |
3 |
| Occudo Quantitative Strategies Lp |
3 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
3 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
3 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
3 |
| Humankind Benefit Corp - Humankind US Stock ETF |
3 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
3 |
| Janus Capital Management Llc |
3 |
| Spire Wealth Management |
3 |
| Guardian Wealth Advisors, LLC |
3 |
| Harbour Investments, Inc. |
3 |
| Employees Retirement System of Texas |
3 |
| XTX Topco Ltd |
3 |
| SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class |
3 |
| Retirement Systems of Alabama |
3 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
3 |
| MAI Capital Management |
3 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
| NB Crossroads Private Markets Access Fund LLC |
3 |
| MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A |
3 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
3 |
| LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF |
3 |
| Dark Forest Capital Management Lp |
3 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
3 |
| Newbridge Financial Services Group, Inc. |
3 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
3 |
| THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A |
3 |
| Oakbrook Investments Llc |
3 |
| Commonwealth Equity Services, Llc |
3 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
3 |
| Pinnacle Wealth Planning Services, Inc. |
3 |
| Yousif Capital Management, Llc |
3 |
| Harbor Capital Advisors, Inc. |
3 |
| SJS Investment Consulting Inc. |
3 |
| Greenlight Capital Inc |
3 |
| Summit Trail Advisors, Llc |
3 |
| Snowden Capital Advisors LLC |
3 |
| ID Management A/S |
3 |
| AdvisorNet Financial, Inc |
3 |
| Aquatic Capital Management LLC |
3 |
| McIlrath & Eck, LLC |
3 |
| Nuveen Multi-Asset Income Fund |
3 |
| Sofos Investments, Inc. |
3 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
3 |
| Mount Yale Investment Advisors, LLC |
3 |
| Amalgamated Financial Corp. |
3 |
| Atria Wealth Solutions, Inc. |
3 |
| CX Institutional |
3 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
3 |
| Cibc World Markets Corp |
3 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
3 |
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund |
3 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
3 |
| Ubs Oconnor Llc |
3 |
| Walleye Capital LLC |
3 |
| PIMCO FUNDS - PIMCO Sector Fund Series - I |
3 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
3 |
| PPM Funds - PPM Floating Rate Income Fund (Inst) |
3 |
| Quantamental Technologies LLC |
3 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
3 |
| National Bank Of Canada /fi/ |
3 |
| Ing Groep Nv |
3 |
| Moody National Bank Trust Division |
3 |
| Mitsubishi UFJ Trust & Banking Corp |
3 |
| Stephens Consulting, LLC |
3 |
| FinTrust Capital Advisors, LLC |
3 |
| Leuthold Group, Llc |
3 |
| Aptus Capital Advisors, LLC |
3 |
| Quarry LP |
3 |
| Whitebox Advisors Llc |
3 |
| Sherbrooke Park Advisers Llc |
3 |
| Numerai GP LLC |
3 |
| Avantax Advisory Services, Inc. |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF |
3 |
| CAPROCK Group, Inc. |
3 |
| Quantinno Capital Management LP |
3 |
| Cresset Asset Management, LLC |
3 |
| Toroso Investments, LLC |
3 |
| Origin Asset Management LLP |
3 |
| Zweig-DiMenna Associates LLC |
3 |
| HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class |
3 |
| New Amsterdam Partners Llc/ny |
3 |
| 25 Llc |
3 |
| Nebula Research & Development LLC |
3 |
| Amundi |
3 |
| Vanguard Horizon Funds |
3 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
3 |
| Golden State Wealth Management, LLC |
3 |
| MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I |
3 |
| GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C |
3 |
| Vanguard Explorer Fund |
3 |
| Truist Financial Corp |
3 |
| Utah Retirement Systems |
3 |
| GeoWealth Management, LLC |
3 |
| Karp Capital Management Corp |
3 |
| Synovus Financial Corp |
3 |
| Stephens Inc /ar/ |
3 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
3 |
| Arden Investment Series Trust |
3 |
| Gamco Investors, Inc. Et Al |
3 |
| Sutton Wealth Advisors Inc. |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| TD Waterhouse Canada Inc. |
3 |
| Vident Advisory, LLC |
3 |
| Campbell Multi-strategy Trust |
3 |
| Isi Strategy Fund Inc |
3 |
| Evoke Wealth, Llc |
3 |
| Pacitti Group Inc. |
3 |
| Alpine Associates Management Inc. |
3 |
| Clarkston Capital Partners, LLC |
3 |
| Integrated Wealth Management |
3 |
| Livforsakringsbolaget Skandia, Omsesidigt |
3 |
| Skopos Labs, Inc. |
3 |
| MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A |
3 |
| Smartleaf Asset Management LLC |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| New Age Alpha Advisors, LLC |
3 |
| Advisory Services Network, LLC |
3 |
| EntryPoint Capital, LLC |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF |
3 |
| Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| Financial Synergies Wealth Advisors, Inc. |
3 |
| Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) |
3 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
3 |
| Navellier & Associates Inc |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| I.g. Investment Management, Ltd. |
3 |
| Global Financial Private Client, LLC |
3 |
| Quantitative Investment Management, LLC |
3 |
| Pzena Investment Management Llc |
3 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
3 |
| WR Wealth Planners, LLC |
3 |
| Abound Wealth Management |
3 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
3 |
| SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A |
3 |
| EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF |
3 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
3 |
| LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A |
3 |
| SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A |
3 |
| Liberty Mutual Group Asset Management Inc. |
3 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
3 |
| FineMark National Bank & Trust |
3 |
| Smithfield Trust Co |
3 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
3 |
| Ci Investments Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
3 |
| Seven Eight Capital, Lp |
3 |
| Yakira Capital Management, Inc. |
3 |
| Coldstream Capital Management Inc |
3 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
3 |
| FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A |
3 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
3 |
| Affinity Investment Advisors, Llc |
3 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
3 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
3 |
| Klp Kapitalforvaltning As |
3 |
| Caitong International Asset Management Co., Ltd |
3 |
| Quantessence Capital LLC |
3 |
| Wbi Investments, Inc. |
3 |
| PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I |
3 |
| Dynamic Technology Lab Pte Ltd |
3 |
| New Age Alpha Funds Trust - NAA Opportunity Fund Class C |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| Harel Insurance Investments & Financial Services Ltd. |
3 |
| JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV |
3 |
| Cetera Advisor Networks LLC |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares |
3 |
| JNBA Financial Advisors |
3 |
