| UBS Group AG |
39 |
| Bank Of America Corp /de/ |
37 |
| Millennium Management Llc |
36 |
| Morgan Stanley |
36 |
| Wells Fargo & Company/mn |
35 |
| Royal Bank Of Canada |
35 |
| Citadel Advisors Llc |
34 |
| Citigroup Inc |
34 |
| BlackRock, Inc. |
34 |
| Deutsche Bank Ag\ |
33 |
| Proequities, Inc. |
33 |
| Goldman Sachs Group Inc |
33 |
| Jpmorgan Chase & Co |
32 |
| Jane Street Group, Llc |
32 |
| Barclays Plc |
32 |
| Susquehanna International Group, Llp |
31 |
| Tower Research Capital LLC (TRC) |
30 |
| Ameriprise Financial Inc |
30 |
| Jefferies Group LLC |
30 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares |
30 |
| State Street Corp |
30 |
| Bnp Paribas Arbitrage, Sa |
30 |
| Bank of New York Mellon Corp |
30 |
| Renaissance Technologies Llc |
29 |
| Invesco Ltd. |
29 |
| Geode Capital Management, Llc |
29 |
| Credit Suisse Ag/ |
28 |
| BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio |
26 |
| Russell Investments Group, Ltd. |
26 |
| Northern Trust Corp |
26 |
| Fmr Llc |
26 |
| Vanguard Group Inc |
26 |
| Marshall Wace, Llp |
25 |
| SG Americas Securities, LLC |
25 |
| BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I |
25 |
| Bank Of Montreal /can/ |
25 |
| Two Sigma Investments, Lp |
25 |
| Pnc Financial Services Group, Inc. |
25 |
| Advisor Group Holdings, Inc. |
25 |
| BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares |
24 |
| Nomura Holdings Inc |
24 |
| Wolverine Asset Management Llc |
24 |
| Verition Fund Management LLC |
24 |
| Northwestern Mutual Wealth Management Co |
24 |
| Paloma Partners Management Co |
24 |
| D. E. Shaw & Co., Inc. |
24 |
| IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF |
24 |
| New York State Common Retirement Fund |
23 |
| Manufacturers Life Insurance Company, The |
23 |
| IFP Advisors, Inc |
23 |
| Two Sigma Advisers, Lp |
23 |
| Dimensional Fund Advisors Lp |
23 |
| Prelude Capital Management, Llc |
23 |
| Walleye Capital LLC |
22 |
| Comerica Bank |
22 |
| Ubs Ag |
22 |
| Virtu Financial LLC |
22 |
| Stifel Financial Corp |
22 |
| Walleye Trading LLC |
22 |
| Group One Trading, L.p. |
22 |
| Allianz Asset Management GmbH |
21 |
| California Public Employees Retirement System |
21 |
| Sei Investments Co |
21 |
| American International Group, Inc. |
21 |
| Prudential Financial Inc |
21 |
| Victory Capital Management Inc |
21 |
| Balyasny Asset Management Llc |
21 |
| Simplex Trading, Llc |
21 |
| Principal Funds Inc |
21 |
| Panagora Asset Management Inc |
21 |
| Wolverine Trading, Llc |
21 |
| BlackRock Fund Advisors |
21 |
| QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 |
21 |
| Marshall Wace North America L.P. |
20 |
| Ubs Asset Management Americas Inc |
20 |
| BlackRock Investment Management, LLC |
20 |
| Creative Planning |
20 |
| Boothbay Fund Management, Llc |
20 |
| EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA |
20 |
| Lazard Asset Management Llc |
20 |
| Wellington Management Group Llp |
20 |
| Alliancebernstein L.p. |
20 |
| Voya Investment Management Llc |
20 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
20 |
| Oxford Asset Management Llp |
20 |
| Squarepoint Ops LLC |
20 |
| Parametric Portfolio Associates Llc |
20 |
| Parallax Volatility Advisers, L.P. |
20 |
| Charles Schwab Investment Management Inc |
19 |
| Magnetar Financial LLC |
19 |
| American Century Companies Inc |
19 |
| Rhumbline Advisers |
19 |
| FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A |
19 |
| IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV |
19 |
| Thompson Davis & Co., Inc. |
19 |
| Cutler Group LP |
19 |
| LPL Financial LLC |
19 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series |
19 |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
19 |
| Cubist Systematic Strategies, LLC |
19 |
| BlackRock Institutional Trust Company, N.A. |
19 |
| VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
18 |
| Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) |
18 |
| Acadian Asset Management Llc |
18 |
| California State Teachers Retirement System |
18 |
| Trexquant Investment LP |
18 |
| Neuberger Berman Group LLC |
18 |
| SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A |
18 |
| First Trust Advisors Lp |
18 |
| Us Bancorp \de\ |
18 |
| Ubs Oconnor Llc |
18 |
| Hbk Investments L P |
18 |
| Legal & General Group Plc |
18 |
| Ladenburg Thalmann Financial Services Inc |
18 |
| BlackRock Advisors LLC |
18 |
| Raymond James & Associates |
17 |
| Nuveen Asset Management, LLC |
17 |
| Federated Hermes, Inc. |
17 |
| Guggenheim Capital Llc |
17 |
| JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I |
17 |
| Blair William & Co/il |
17 |
| Schonfeld Strategic Advisors LLC |
17 |
| FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund |
17 |
| Norges Bank |
17 |
| Envestnet Asset Management Inc |
17 |
| Kcg Holdings, Inc. |
17 |
| Arrowstreet Capital, Limited Partnership |
17 |
| Man Group plc |
17 |
| Toronto Dominion Bank |
17 |
| Metropolitan Life Insurance Co/ny |
17 |
| LMR Partners LLP |
17 |
| Advisor Group, Inc. |
17 |
| Hrt Financial Lp |
17 |
| MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I |
17 |
| HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares |
17 |
| Capstone Investment Advisors, Llc |
17 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
17 |
| JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV |
17 |
| FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund |
17 |
| Principal Financial Group Inc |
17 |
| Jacobs Levy Equity Management, Inc |
17 |
| A.R.T. Advisors, LLC |
17 |
| Aqr Capital Management Llc |
17 |
| PEAK6 Investments, L.P. |
17 |
| FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund |
17 |
| Gsa Capital Partners Llp |
16 |
| BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund |
16 |
| College Retirement Equities Fund |
16 |
| Cwm, Llc |
16 |
| Steward Partners Investment Advisory, Llc |
16 |
| Federation des caisses Desjardins du Quebec |
16 |
| Strs Ohio |
16 |
| Cnh Partners Llc |
16 |
| Qube Research & Technologies Ltd |
16 |
| Gabelli Funds Llc |
16 |
| Captrust Financial Advisors |
16 |
| Macquarie Group Ltd |
16 |
| PACIFIC SELECT FUND - Managed Bond Portfolio Class I |
16 |
| SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares |
16 |
| VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class |
16 |
| Nationwide Fund Advisors |
16 |
| State Farm Mutual Fund Trust |
16 |
| GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares |
16 |
| WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio |
16 |
| State Farm Variable Product Trust |
16 |
| G2 Investment Partners Management LLC |
16 |
| Laurion Capital Management LP |
16 |
| OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund |
16 |
| Russell Frank Co/ |
15 |
| EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A |
15 |
| Franklin Resources Inc |
15 |
| Engineers Gate Manager LP |
15 |
| Quantbot Technologies LP |
15 |
| SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund |
15 |
| Raymond James Financial Services Advisors, Inc. |
15 |
| TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund |
15 |
| Spark Investment Management LLC |
15 |
| Pacer Advisors, Inc. |
15 |
| ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio |
15 |
| Glenmede Trust Co Na |
15 |
| Alyeska Investment Group, L.P. |
15 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I |
15 |
| SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund |
15 |
| Two Sigma Securities, Llc |
15 |
| Vanguard Index Funds |
15 |
| Royce & Associates Lp |
15 |
| BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A |
15 |
| Axa S.a. |
15 |
| Amundi Pioneer Asset Management Inc |
15 |
| Price T Rowe Associates Inc /md/ |
15 |
| FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund |
15 |
| VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares |
15 |
| MetLife Investment Management, LLC |
15 |
| Alberta Investment Management Corp |
15 |
| Parallel Advisors, LLC |
15 |
| State Board Of Administration Of Florida Retirement System |
15 |
| ProShare Advisors LLC |
15 |
| Linden Advisors Lp |
15 |
| Css Llc/il |
15 |
| Rockefeller Capital Management L.P. |
15 |
| MetLife Securities, Inc |
15 |
| SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares |
15 |
| State Of Wisconsin Investment Board |
15 |
| Driehaus Capital Management Llc |
15 |
| Ameritas Investment Partners, Inc. |
15 |
| Credit Agricole S A |
15 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity |
15 |
| ExodusPoint Capital Management, LP |
15 |
| Point72 Asset Management, L.P. |
15 |
| Algert Global Llc |
15 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund |
15 |
| Hudson Bay Capital Management LP |
15 |
| Essex Investment Management Co Llc |
15 |
| JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A |
15 |
| TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund |
15 |
| HAP Trading, LLC |
14 |
| Tudor Investment Corp Et Al |
14 |
| Mirae Asset Global Investments Co., Ltd. |
14 |
| Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A |
14 |
| BlueCrest Capital Management Ltd |
14 |
| Healthcare Of Ontario Pension Plan Trust Fund |
14 |
| PEAK6 Investments LLC |
14 |
| Highbridge Capital Management Llc |
14 |
| RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund |
14 |
| M&t Bank Corp |
14 |
| Palisade Capital Management Llc/nj |
14 |
| ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock |
14 |
| State of Tennessee, Treasury Department |
14 |
| (NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class |
14 |
| Raymond James Financial Inc |
14 |
| Hsbc Holdings Plc |
14 |
| Soros Fund Management Llc |
14 |
| Centiva Capital, LP |
14 |
| Sculptor Capital LP |
14 |
| Janney Montgomery Scott LLC |
14 |
| Menta Capital Llc |
14 |
| JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV |
14 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 |
14 |
| Lord, Abbett & Co. Llc |
14 |
| NOSGX - Northern Funds - Northern Small Cap Value Fund |
14 |
| Moore Capital Management, Lp |
14 |
| FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund |
14 |
| PDT Partners, LLC |
14 |
| RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF |
14 |
| Ionic Capital Management LLC |
14 |
| BNP Paribas Asset Management Holding S.A. |
14 |
| Public Sector Pension Investment Board |
14 |
| GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A |
14 |
| VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares |
14 |
| First Horizon Advisors, Inc. |
14 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 |
14 |
| FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund |
14 |
| Bayesian Capital Management, LP |
14 |
| Spot Trading L.L.C |
14 |
| Vanguard World Fund |
14 |
| BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES |
14 |
| RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S |
14 |
| TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F |
14 |
| SBI Securities Co., Ltd. |
14 |
| FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund |
14 |
| Swiss National Bank |
14 |
| CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares |
14 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
14 |
| Thrivent Financial For Lutherans |
13 |
| GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF |
13 |
| Tiaa Cref Investment Management Llc |
13 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 |
13 |
| Teachers Advisors, Llc |
13 |
| ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio |
13 |
| Ancora Advisors, LLC |
13 |
| Teacher Retirement System Of Texas |
13 |
| GWM Advisors LLC |
13 |
| Gamco Investors, Inc. Et Al |
13 |
| Teachers Retirement System Of The State Of Kentucky |
13 |
| Fifth Third Bancorp |
13 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio |
13 |
| QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I |
13 |
| VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares |
13 |
| Great West Life Assurance Co /can/ |
13 |
| FNY Investment Advisers, LLC |
13 |
| VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares |
13 |
| VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares |
13 |
| Canada Pension Plan Investment Board |
13 |
| CIBC Private Wealth Group, LLC |
13 |
| VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares |
13 |
| Amundi |
13 |
| TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund |
13 |
| WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A |
13 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares |
13 |
| Meeder Asset Management Inc |
13 |
| O'shaughnessy Asset Management, Llc |
13 |
| Nisa Investment Advisors, Llc |
13 |
| Jones Financial Companies Lllp |
13 |
| JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C |
13 |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
13 |
| WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares |
13 |
| SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund |
13 |
| ClariVest Asset Management LLC |
13 |
| National Bank Of Canada /fi/ |
13 |
| TD Waterhouse Canada Inc. |
13 |
| Oppenheimer & Co Inc |
13 |
| EAM Investors, LLC |
13 |
| Quadrant Capital Group Llc |
13 |
| Amalgamated Bank |
13 |
| DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF |
13 |
| Arizona State Retirement System |
13 |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A |
13 |
| Polar Asset Management Partners Inc. |
13 |
| USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund |
13 |
| Aviva Plc |
13 |
| FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund |
13 |
| AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A |
13 |
| XTX Topco Ltd |
13 |
| IWV - iSHARES TRUST - iShares Russell 3000 ETF |
13 |
| VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor |
13 |
| VDAFX - VALIC Co I - Dynamic Allocation Fund |
13 |
| ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF |
13 |
| Tiaa-cref Funds |
13 |
| PENN SERIES FUNDS INC - International Equity Fund |
13 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio |
13 |
| Compagnie Lombard Odier SCmA |
13 |
| Penserra Capital Management LLC |
13 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV |
12 |
| Alpine Global Management, LLC |
12 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 |
12 |
| Gotham Asset Management, LLC |
12 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
12 |
| UYM - PROSHARES TRUST - ProShares Ultra Basic Materials |
12 |
| Old Mission Capital Llc |
12 |
| QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund |
12 |
| BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A |
12 |
| Dupont Capital Management Corp |
12 |
| Vantagepoint Funds |
12 |
| Aperio Group, LLC |
12 |
| Jane Street Holding, LLC |
12 |
| Dynamic Technology Lab Private Ltd |
12 |
| Y-Intercept (Hong Kong) Ltd |
12 |
| Larson Financial Group LLC |
12 |
| FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class |
12 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A |
12 |
| Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class |
12 |
| Advisory Services Network, LLC |
12 |
| HighTower Advisors, LLC |
12 |
| Symphony Asset Management Llc |
12 |
| PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P |
12 |
| DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF |
12 |
| Quadrature Capital Ltd |
12 |
| DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF |
12 |
| NumerixS Investment Technologies Inc |
12 |
| JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares |
12 |
| Connor, Clark & Lunn Investment Management Ltd. |
12 |
| Quarry LP |
12 |
| MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class |
12 |
| QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 |
12 |
| SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I |
12 |
| Allworth Financial LP |
12 |
| Ronald Blue Trust, Inc. |
12 |
| Acrospire Investment Management LLC |
12 |
| Private Advisor Group, LLC |
12 |
| Fox Run Management, L.l.c. |
12 |
| LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A |
12 |
| SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A |
12 |
| Cipher Capital LP |
12 |
| DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class |
12 |
| SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I |
12 |
| Schroder Investment Management Group |
12 |
| PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I |
12 |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
12 |
| SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF |
12 |
| Ground Swell Capital, LLC |
12 |
| Los Angeles Capital Management Llc |
12 |
| TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund |
12 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 |
12 |
| Bessemer Group Inc |
12 |
| Jefferies Financial Group Inc. |
12 |
| GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares |
12 |
| Global Retirement Partners, LLC |
12 |
| Occudo Quantitative Strategies Lp |
12 |
| BlackRock Group LTD |
12 |
| GABELLI & Co INVESTMENT ADVISERS, INC. |
12 |
| Nicholas Investment Partners, LP |
12 |
| Mackay Shields Llc |
12 |
| Public Employees Retirement System Of Ohio |
12 |
| MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund |
12 |
| ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF |
12 |
| Calamos Advisors LLC |
12 |
| Parkside Financial Bank & Trust |
12 |
| DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class |
12 |
| Emerald Acquisition Ltd. |
12 |
| Jump Financial, LLC |
12 |
| Putnam Investments Llc |
12 |
| KBC Group NV |
12 |
| KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares |
12 |
| GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares |
12 |
| VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares |
12 |
| Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) |
12 |
| SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio |
12 |
| SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 |
12 |
| Stephens Inc /ar/ |
12 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio |
12 |
| CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A |
12 |
| Caption Management, LLC |
12 |
| PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A |
12 |
| Clear Street Markets Llc |
12 |
| JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF |
12 |
| BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A |
11 |
| Commonwealth Equity Services, Llc |
11 |
| Eagle Asset Management Inc |
11 |
| TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class |
11 |
| Campbell Multi-strategy Trust |
11 |
| Advent Capital Management /de/ |
11 |
| IMC-Chicago, LLC |
11 |
| Keebeck Alpha, LP |
11 |
| Natixis |
11 |
| AdvisorNet Financial, Inc |
11 |
| DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class |
11 |
| Bridgeway Capital Management Inc |
11 |
| Sciencast Management LP |
11 |
| Ellington Management Group Llc |
11 |
| GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A |
11 |
| Etf Managers Group, Llc |
11 |
| Private Trust Co Na |
11 |
| Huntington National Bank |
11 |
| Point72 Hong Kong Ltd |
11 |
| Baird Financial Group, Inc. |
11 |
| Aigen Investment Management, Lp |
11 |
| Edmond De Rothschild Holding S.a. |
11 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares |
11 |
| DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class |
11 |
| Brown Advisory Inc |
11 |
| EverSource Wealth Advisors, LLC |
11 |
| American Portfolios Advisors |
11 |
| Davidson Kempner Capital Management Lp |
11 |
| Stevens Capital Management Lp |
11 |
| SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class |
11 |
| VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares |
11 |
| Picton Mahoney Asset Management |
11 |
| DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF |
11 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class |
11 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC |
11 |
| GAMMA Investing LLC |
11 |
| BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A |
11 |
| Cetera Advisor Networks LLC |
11 |
| LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A |
11 |
| GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI |
11 |
| HYXU - iShares, Inc. - iShares International High Yield Bond ETF |
11 |
| Cadence Capital Management Llc |
11 |
| BlackRock Japan Co. Ltd |
11 |
| Loomis Sayles & Co L P |
11 |
| BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund |
11 |
| PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A |
11 |
| Kennedy Capital Management, Inc. |
11 |
| Sawtooth Solutions, LLC |
11 |
| EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class |
11 |
| VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares |
11 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares |
11 |
| D.a. Davidson & Co. |
11 |
| EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A |
11 |
| Tfs Capital Investment Trust |
11 |
| TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund |
11 |
| Segall Bryant & Hamill, Llc |
11 |
| Cambridge Investment Research Advisors, Inc. |
11 |
| Piper Sandler & Co. |
11 |
| Signaturefd, Llc |
11 |
| Castleark Management Llc |
11 |
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio |
11 |
| Sequoia Financial Advisors, LLC |
11 |
| SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund |
11 |
| CenterStar Asset Management, LLC |
11 |
| FORA Capital, LLC |
11 |
| Mariner, LLC |
11 |
| PENN SERIES FUNDS INC - Small Cap Index Fund |
10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I |
10 |
| NEXT Financial Group, Inc |
10 |
| Graham Capital Management, L.P. |
10 |
| Rothschild Investment Llc |
10 |
| OMERS ADMINISTRATION Corp |
10 |
| Dorsey Wright & Associates |
10 |
| Landscape Capital Management, L.l.c. |
10 |
| FIL Ltd |
10 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II |
10 |
| Gradient Investments LLC |
10 |
| JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I |
10 |
| ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares |
10 |
| Glassman Wealth Services |
10 |
| Janus Henderson Group Plc |
10 |
| MBOVX - M FUND INC - M Large Cap Value Fund |
10 |
| PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF |
10 |
| Boston Private Wealth Llc |
10 |
| Jpmorgan Trust Iii |
10 |
| Nomura Asset Management Co Ltd |
10 |
| Skopos Labs, Inc. |
10 |
| FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund |
10 |
| Money Concepts Capital Corp |
10 |
| IWM - iSHARES TRUST - iShares Russell 2000 ETF |
10 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA |
10 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB |
10 |
| Harbour Investments, Inc. |
10 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K |
10 |
| Spire Wealth Management |
10 |
| FNY Managed Accounts LLC |
10 |
| SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N |
10 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA |
10 |
| DekaBank Deutsche Girozentrale |
10 |
| Aquatic Capital Management LLC |
10 |
| IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV |
10 |
| PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A |
10 |
| SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares |
10 |
| ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF |
10 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class |
10 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A |
10 |
| SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF |
10 |
| Element Capital Management Llc |
10 |
| Stratos Wealth Partners, LTD. |
10 |
| Farther Finance Advisors, LLC |
10 |
| DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF |
10 |
| Tocqueville Asset Management L.p. |
10 |
| Covestor Ltd |
10 |
| Airain ltd |
10 |
| IQIN - IndexIQ ETF Trust - IQ 500 International ETF |
10 |
| KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES |
10 |
| TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class |
10 |
| Tfs Capital Llc |
10 |
| PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A |
10 |
| Oberweis Asset Management Inc/ |
10 |
| United Capital Financial Advisers, Llc |
10 |
| DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF |
10 |
| FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund |
10 |
| Sigma Planning Corp |
10 |
| SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund |
10 |
| International Assets Investment Management, Llc |
10 |
| Point72 Middle East FZE |
10 |
| Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class |
10 |
| Voloridge Investment Management, Llc |
10 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A |
10 |
| VCSLX - VALIC Co I - Small Cap Index Fund |
10 |
| National Planning Corp |
10 |
| JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV |
10 |
| MUFG Americas Holdings Corp |
10 |
| Reilly Financial Advisors, Llc |
10 |
| Managed Account Advisors Llc |
10 |
| MAI Capital Management |
10 |
| State of Wyoming |
10 |
| GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A |
10 |
| VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares |
10 |
| PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I |
10 |
| Allspring Global Investments Holdings, LLC |
10 |
| CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A |
10 |
| Seven Eight Capital, Lp |
10 |
| UWM - PROSHARES TRUST - ProShares Ultra Russell2000 |
10 |
| URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 |
10 |
| WFG Advisors, LP |
10 |
| Prescott Group Capital Management, L.l.c. |
10 |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 |
10 |
| ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio |
10 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
10 |
| Kornitzer Capital Management Inc /ks |
10 |
| Ergoteles LLC |
10 |
| FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF |
10 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class |
10 |
| Levin Capital Strategies, L.p. |
10 |
| TCI Wealth Advisors, Inc. |
10 |
| Clearbridge Investments, LLC |
10 |
| SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF |
10 |
| Nordea Investment Management Ab |
10 |
| Ellevest, Inc. |
10 |
| Howe & Rusling Inc |
10 |
| Ontario Teachers Pension Plan Board |
10 |
| Lindbrook Capital, Llc |
10 |
| Mizuho Securities Usa Llc |
10 |
| Pinnacle Associates Ltd |
10 |
| Fuller & Thaler Asset Management, Inc. |
10 |
| Keybank National Association/oh |
10 |
| Hillsdale Investment Management Inc. |
10 |
| VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares |
10 |
| K2 Principal Fund, L.p. |
10 |
| Exane Derivatives |
10 |
| NSIDX - Northern Funds - Northern Small Cap Index Fund |
10 |
| PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I |
10 |
| Mason Street Advisors, Llc |
10 |
| Quantinno Capital Management LP |
10 |
| Cresset Asset Management, LLC |
10 |
| Mml Investors Services, Llc |
10 |
| Diametric Capital, LP |
10 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) |
10 |
| Hutchin Hill Capital, LP |
10 |
| Sowell Financial Services LLC |
10 |
| Susquehanna Fundamental Investments, Llc |
10 |
| TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund |
10 |
| SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A |
10 |
| Assetmark, Inc |
10 |
| Valeo Financial Advisors, LLC |
10 |
| AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class |
10 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A |
10 |
| Salem Investment Counselors Inc |
10 |
| PineBridge Investments, L.P. |
10 |
| Baker Avenue Asset Management, LP |
10 |
| IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF |
10 |
| Assured Investment Management LLC |
10 |
| Ardsley Advisory Partners Lp |
10 |
| FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class |
9 |
| Weiss Asset Management LP |
9 |
| RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A |
9 |
| GAM Holding AG |
9 |
| UAPIX - Profunds - Ultrasmall-cap Profund Investor Class |
9 |
| National Asset Management, Inc. |
9 |
| SLPIX - Profunds - Small-cap Profund Investor Class |
9 |
| Mirabella Financial Services Llp |
9 |
| Pathstone Family Office, Llc |
9 |
| Commonwealth Bank Of Australia |
9 |
| Toth Financial Advisory Corp |
9 |
| Private Capital Group, LLC |
9 |
| Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) |
9 |
| FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A |
9 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class |
9 |
| SAC Capital Advisors LP |
9 |
| Rational Advisors Llc |
9 |
| HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 |
9 |
| RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity |
9 |
| MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF |
9 |
| JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) |
9 |
| BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund |
9 |
| FinTrust Capital Advisors, LLC |
9 |
| DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class |
9 |
| Oppenheimer Etf Trust |
9 |
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A |
9 |
| AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class |
9 |
| Alps Advisors Inc |
9 |
| QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N |
9 |
| SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F |
9 |
| FLSPX - Meeder Funds - SPECTRUM FUND Retail Class |
9 |
| Globeflex Capital L P |
9 |
| BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares |
9 |
| Verus Capital Partners, Llc |
9 |
| Suntrust Banks Inc |
9 |
| Bank Julius Baer & Co. Ltd, Zurich |
9 |
| First Manhattan Co |
9 |
| ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A |
9 |
| Zweig-DiMenna Associates LLC |
9 |
| Brewin Dolphin Ltd |
9 |
| First Personal Financial Services |
9 |
| FNY Partners Fund LP |
9 |
| JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A |
9 |
| AMP Capital Investors Ltd |
9 |
| MYDA Advisors LLC |
9 |
| VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class |
9 |
| Wedge Capital Management L L P/nc |
9 |
| Piedmont Investment Advisors Llc |
9 |
| Commerzbank Aktiengesellschaft /fi |
9 |
| Sterling Capital Management LLC |
9 |
| Summit Trail Advisors, Llc |
9 |
| Prospera Financial Services Inc |
9 |
| Geneos Wealth Management Inc. |
9 |
| Benjamin F. Edwards & Company, Inc. |
9 |
| Polar Capital LLP |
9 |
| STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio |
9 |
| REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y |
9 |
| Rehmann Capital Advisory Group |
9 |
| Hartford Mutual Funds Inc/ct |
9 |
| Maven Securities LTD |
9 |
| Portolan Capital Management, LLC |
9 |
| RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A |
9 |
| Blueshift Asset Management, LLC |
9 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio |
9 |
| Patriot Financial Group Insurance Agency, LLC |
9 |
| MCF Advisors LLC |
9 |
| Assenagon Asset Management S.A. |
9 |
| Chicago Equity Partners Llc |
9 |
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I |
9 |
| Sanctuary Wealth Advisors, LLC |
9 |
| Ssi Investment Management Llc |
9 |
| Monashee Investment Management LLC |
9 |
| MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I |
9 |
| DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class |
9 |
| Capital Fund Management S.a. |
9 |
| RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A |
9 |
| Capital Analysts, Inc. |
9 |
| HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF |
9 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA |
9 |
| Campbell & CO Investment Adviser LLC |
9 |
| Weld Capital Management Llc |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class |
9 |
| FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund |
9 |
| TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund |
9 |
| Senvest Management, LLC |
9 |
| SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 |
9 |
| Capstone Asset Management Co |
9 |
| Eaton Vance Management |
9 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class |
9 |
| Versant Capital Management, Inc |
9 |
| CENTRAL TRUST Co |
9 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A |
9 |
| Numeric Investors Llc |
9 |
| Truist Financial Corp |
9 |
| MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio |
9 |
| BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares |
9 |
| Freestone Capital Holdings, LLC |
9 |
| IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I |
9 |
| SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF |
9 |
| URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund |
9 |
| Virginia Retirement Systems Et Al |
9 |
| Arkadios Wealth Advisors |
9 |
| Weiss Multi-Strategy Advisers LLC |
9 |
| Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A |
9 |
| KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF |
9 |
| Cetera Investment Advisers |
9 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund |
9 |
| Massachusetts Financial Services Co /ma/ |
9 |
| Regions Financial Corp |
9 |
| First Mercantile Trust Co |
9 |
| WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class |
9 |
| Candriam Luxembourg S.C.A. |
9 |
| Jfs Wealth Advisors, Llc |
9 |
| DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares |
9 |
| First Republic Investment Management, Inc. |
9 |
| Oppenheimer Funds Inc |
9 |
| Belpointe Asset Management LLC |
9 |
| Orion Portfolio Solutions, LLC |
9 |
| DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class |
9 |
| Truvestments Capital Llc |
9 |
| Migdal Insurance & Financial Holdings Ltd. |
9 |
| GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class |
9 |
| Caitong International Asset Management Co., Ltd |
9 |
| GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class |
9 |
| Profunds - Profund Vp Small-cap |
9 |
| Acap Strategic Fund |
9 |
| GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF |
9 |
| Daiwa Securities Group Inc. |
9 |
| RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF |
9 |
| Nuveen, LLC |
9 |
| MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I |
9 |
| GIMFX - GMO TRUST - GMO Implementation Fund |
9 |
| Brown Brothers Harriman & Co |
9 |
| Wealthspire Advisors, L.P. |
9 |
| Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) |
9 |
| Profunds - Profund Vp Ultrasmall-cap |
9 |
| Bogle Investment Management L P /de/ |
9 |
| New York State Teachers Retirement System |
9 |
| JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) |
9 |
| Yousif Capital Management, Llc |
8 |
| BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I |
8 |
| Schubert & Co |
8 |
| Capital Investment Advisory Services, LLC |
8 |
| SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A |
8 |
| Oppenheimer Asset Management Inc. |
8 |
| Zacks Investment Management |
8 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 |
8 |
| DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF |
8 |
| Newbridge Financial Services Group, Inc. |
8 |
| BDO Wealth Advisors, LLC |
8 |
| Shay Capital LLC |
8 |
| JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF |
8 |
| Flagship Harbor Advisors, Llc |
8 |
| Axiom International Investors Llc /de |
8 |
| SRS Capital Advisors, Inc. |
8 |
| Westside Investment Management, Inc. |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares |
8 |
| Vontobel Holding Ltd. |
8 |
| Bridgefront Capital, LLC |
8 |
| PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares |
8 |
| DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio |
8 |
| FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF |
8 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares |
8 |
| Glazer Capital, Llc |
8 |
| Visium Asset Management, LP |
8 |
| FineMark National Bank & Trust |
8 |
| Advisors Asset Management, Inc. |
8 |
| JNBA Financial Advisors |
8 |
| ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF |
8 |
| Brevan Howard Capital Management LP |
8 |
| Sunbelt Securities, Inc. |
8 |
| PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF |
8 |
| QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF |
8 |
| Girard Partners Ltd. |
8 |
| LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares |
8 |
| Millrace Asset Group, Inc. |
8 |
| CQS Cayman LP |
8 |
| Proficio Capital Partners LLC |
8 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund |
8 |
| Bokf, Na |
8 |
| Macroview Investment Management Llc |
8 |
| Vident Investment Advisory, LLC |
8 |
| HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares |
8 |
| HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares |
8 |
| Scotia Capital Inc. |
8 |
| PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF |
8 |
| LS Investment Advisors, LLC |
8 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class |
8 |
| ACWI - iSHARES TRUST - iShares MSCI ACWI ETF |
8 |
| Exchange Traded Concepts, Llc |
8 |
| IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF |
8 |
| WealthPLAN Partners, LLC |
8 |
| IWN - iSHARES TRUST - iShares Russell 2000 Value ETF |
8 |
| USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF |
8 |
| IWC - iSHARES TRUST - iShares Micro-Cap ETF |
8 |
| Alexandria Capital, LLC |
8 |
| Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B |
8 |
| First Allied Advisory Services, Inc. |
8 |
| Winton Capital Group Ltd |
8 |
| Focused Wealth Management, Inc |
8 |
| BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES |
8 |
| QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I |
8 |
| QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I |
8 |
| ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF |
8 |
| PENN SERIES FUNDS INC - Developed International Index Fund |
8 |
| Moors & Cabot, Inc. |
8 |
| FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund |
8 |
| IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV |
8 |
| Tcw Group Inc |
8 |
| PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional |
8 |
| SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF |
8 |
| ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF |
8 |
| J. Goldman & Co LP |
8 |
| FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund |
8 |
| FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund |
8 |
| CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class |
8 |
| FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class |
8 |
| FLDFX - Meeder Funds - BALANCED FUND Retail Class |
8 |
| QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 |
8 |
| Carroll Financial Associates, Inc. |
8 |
| First Hawaiian Bank |
8 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB |
8 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB |
8 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB |
8 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB |
8 |
| Quantitative Systematic Strategies LLC |
8 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA |
8 |
| Granite Investment Partners, LLC |
8 |
| EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB |
8 |
| AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A |
8 |
| EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB |
8 |
| Atria Investments Llc |
8 |
| Meitav Dash Investments Ltd |
8 |
| Veritable, L.P. |
8 |
| GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional |
8 |
| GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares |
8 |
| Harel Insurance Investments & Financial Services Ltd. |
8 |
| PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I |
8 |
| Municipal Employees' Retirement System of Michigan |
8 |
| Integral Derivatives, LLC |
8 |
| First Quadrant L P/ca |
8 |
| Vanguard Whitehall Funds |
8 |
| SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class |
8 |
| Skandinaviska Enskilda Banken AB (publ) |
8 |
| QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund |
8 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P |
8 |
| Mint Tower Capital Management B.V. |
8 |
| GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares |
8 |
| PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P |
8 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I |
8 |
| HDG - PROSHARES TRUST - ProShares Hedge Replication ETF |
8 |
| ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio |
8 |
| Advanced Series Trust - Ast Advanced Strategies Portfolio |
8 |
| ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio |
8 |
| Quantitative Investment Management, LLC |
8 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A |
8 |
| Trust Co Of Vermont |
8 |
| Hanseatic Management Services Inc |
8 |
| Oregon Public Employees Retirement Fund |
8 |
| Water Island Capital Llc |
8 |
| Agf Investments Inc. |
8 |
| GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III |
8 |
| Public Employees Retirement Association Of Colorado |
8 |
| REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E |
8 |
| Alambic Investment Management, L.P. |
8 |
| URTH - iShares, Inc. - iShares MSCI World ETF |
8 |
| Fred Alger Management, Llc |
8 |
| OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF |
8 |
| Bluefin Trading, LLC |
8 |
| Atom Investors LP |
8 |
| Symmetry Peak Management Llc |
8 |
| United Services Automobile Association |
8 |
| Avantax Advisory Services, Inc. |
8 |
| Zions Bancorporation, N.A. |
8 |
| VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares |
8 |
| VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares |
8 |
| Td Asset Management Inc |
8 |
| VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares |
8 |
| VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares |
8 |
| Quantamental Technologies LLC |
8 |
| Vectors Research Management, LLC |
8 |
| AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF |
8 |
| Mackenzie Financial Corp |
8 |
| Banque Cantonale Vaudoise |
8 |
| CIBC World Markets Inc. |
8 |
| Boston Advisors Llc |
8 |
| Winslow, Evans & Crocker, Inc. |
8 |
| Financial Advocates Investment Management |
8 |
| Westpac Banking Corp |
8 |
| Holocene Advisors, LP |
8 |
| Grantham, Mayo, Van Otterloo & Co. LLC |
8 |
| Pinnacle Wealth Planning Services, Inc. |
8 |
| IndexIQ Advisors LLC |
8 |
| Seacrest Wealth Management, Llc |
8 |
| Independent Portfolio Consultants, Inc. |
8 |
| TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund |
8 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
8 |
| MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 |
8 |
| Enterprise Financial Services Corp |
8 |
| Deere & Co |
8 |
| PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares |
8 |
| VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund |
8 |
| Commonwealth Equity Services, Inc |
8 |
| Bartlett & Co. LLC |
8 |
| Fortaleza Asset Management Inc/ |
8 |
| PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R |
8 |
| DRW Securities, LLC |
8 |
| Princeton Alpha Management LP |
8 |
| RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A |
8 |
| Peak6 Llc |
8 |
| IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y |
8 |
| Massmutual Trust Co Fsb/adv |
8 |
| AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class |
8 |
| Global X Management CO LLC |
8 |
| North Star Investment Management Corp. |
8 |
| Sumitomo Mitsui Trust Holdings, Inc. |
8 |
| Northern Trust Co Of Connecticut |
8 |
| First New York Securities Llc /ny |
8 |
| Wasatch Advisors Inc |
8 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
8 |
| Friess Associates Llc |
8 |
| Apriem Advisors |
8 |
| Adage Capital Partners Gp, L.l.c. |
8 |
| Diker Management Llc |
8 |
| BNP Paribas Investment Partners S.A. |
8 |
| Whittier Trust Co |
8 |
| Manchester Capital Management LLC |
8 |
| Advantage Advisers Xanthus Fund, L.l.c. |
8 |
| DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A |
8 |
| Mutual Of America Capital Management Llc |
8 |
| Gruber & Mcbaine Capital Management Llc |
8 |
| FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class |
8 |
| ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative |
8 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 |
8 |
| QCVAX - Clearwater Investment Trust - Clearwater International Fund |
8 |
| TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R |
8 |
| CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
8 |
| Banque Pictet & Cie Sa |
8 |
| ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class |
8 |
| Segantii Capital Management Ltd |
8 |
| GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional |
8 |
| ORG Partners LLC |
8 |
| Financial Architects, Inc |
8 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 |
8 |
| Lsv Asset Management |
8 |
| PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares |
8 |
| Elite Wealth Management, Inc. |
8 |
| Pine River Capital Management L.P. |
8 |
| JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A |
8 |
| DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class |
8 |
| PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 |
8 |
| Texas Permanent School Fund |
8 |
| Hartland & Co., LLC |
8 |
| FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund |
8 |
| FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund |
8 |
| EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF |
8 |
| Kestra Advisory Services, LLC |
8 |
| Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio |
8 |
| FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund |
8 |
| Ci Investments Inc. |
8 |
| Centaurus Financial, Inc. |
7 |
| Synovus Financial Corp |
7 |
| HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class |
7 |
| Caxton Associates Lp |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A |
7 |
| Claymore Exchange-traded Fund Trust |
7 |
| JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A |
7 |
| Tfo-tdc, Llc |
7 |
| Ensign Peak Advisors, Inc |
7 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A |
7 |
| Maplelane Capital, Llc |
7 |
| BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF |
7 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares |
7 |
| MUFG Securities EMEA plc |
7 |
| John Hancock Hedged Equity & Income Fund |
7 |
| MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF |
7 |
| NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A |
7 |
| Sei Trust Co |
7 |
| VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares |
7 |
| HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
7 |
| Blackrock Debt Strategies Fund, Inc. |
7 |
| Brinker Capital Investments, LLC |
7 |
| MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 |
7 |
| Employees Retirement System of Texas |
7 |
| Capital Performance Advisors Llp |
7 |
| Eqis Capital Management, Inc. |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund |
7 |
| Kistler-Tiffany Companies, LLC |
7 |
| Cable Hill Partners, LLC |
7 |
| RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund |
7 |
| PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares |
7 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund |
7 |
| Ledyard National Bank |
7 |
| Corebridge Financial, Inc. |
7 |
| Advanced Series Trust - Ast Small-cap Growth Portfolio |
7 |
| CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF |
7 |
| AHL Partners LLP |
7 |
| TRUE Private Wealth Advisors |
7 |
| LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class |
7 |
| AMLP - ALPS ETF Trust - ALERIAN MLP ETF |
7 |
| Turner Investments, L.p. |
7 |
| Cullen/frost Bankers, Inc. |
7 |
| Crossmark Global Holdings, Inc. |
7 |
| Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio |
7 |
| Calamos Global Dynamic Income Fund |
7 |
| VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio |
7 |
| State of New Jersey Common Pension Fund D |
7 |
| MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class |
7 |
| SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF |
7 |
| GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class |
7 |
| GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class |
7 |
| GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class |
7 |
| Nebula Research & Development LLC |
7 |
| GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class |
7 |
| Tucker Asset Management Llc |
7 |
| IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF |
7 |
| FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio |
7 |
| NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares |
7 |
| Guardian Wealth Advisors, LLC |
7 |
| DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF |
7 |
| Corton Capital Inc. |
7 |
| Ameritas Advisory Services, LLC |
7 |
| Bank Of Nova Scotia |
7 |
| Capital Guardian Trust Co |
7 |
| Hussman Strategic Advisors, Inc. |
7 |
| Umb Bank N A/mo |
7 |
| Chevy Chase Trust Holdings, Inc. |
7 |
| Police & Firemen's Retirement System of New Jersey |
7 |
| ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A |
7 |
| JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) |
7 |
| PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C |
7 |
| PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 |
7 |
| Harbour Capital Advisors, LLC |
7 |
| SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF |
7 |
| Primecap Management Co/ca/ |
7 |
| NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF |
7 |
| Hexagon Capital Partners LLC |
7 |
| True Wealth Design, LLC |
7 |
| Pictet Asset Management Ltd |
7 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class |
7 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 |
7 |
| SECOR Capital Advisors, LP |
7 |
| SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares |
7 |
| RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares |
7 |
| Waddell & Reed Financial Inc |
7 |
| Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) |
7 |
| Mitsubishi UFJ Trust & Banking Corp |
7 |
| QLFIX - AQR Funds - AQR LSE Fusion Fund Class I |
7 |
| Jennison Associates Llc |
7 |
| San Francisco Sentry Investment Group (ca) |
7 |
| Twin Tree Management, LP |
7 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio |
7 |
| QMFNX - AQR Funds - AQR MS Fusion Fund Class N |
7 |
| Navellier & Associates Inc |
7 |
| AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class |
7 |
| OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class |
7 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A |
7 |
| Cca Investments Trust |
7 |
| RWC Asset Management LLP |
7 |
| QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 |
7 |
| IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A |
7 |
| PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares |
7 |
| FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF |
7 |
| Dark Forest Capital Management Lp |
7 |
| 1832 Asset Management L.P. |
7 |
| GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares |
7 |
| Empire Capital Management, L.L.C. |
7 |
| SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF |
7 |
| SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares |
7 |
| Tradewinds Capital Management, LLC |
7 |
| HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund |
7 |
| Intech Investment Management Llc |
7 |
| SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K |
7 |
| FDx Advisors, Inc. |
7 |
| BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A |
7 |
| Stonebridge Capital Advisors LLC |
7 |
| Next Century Growth Investors Llc |
7 |
| Highland Capital Management Lp |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class |
7 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class |
7 |
| AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF |
7 |
| Hantz Financial Services, Inc. |
7 |
| GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class |
7 |
| DAACX - Adviser Managed Trust - Diversified Equity Fund |
7 |
| Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A |
7 |
| PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class |
7 |
| DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF |
7 |
| DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF |
7 |
| Teza Capital Management LLC |
7 |
| QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I |
7 |
| ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund |
7 |
| Regentatlantic Capital Llc |
7 |
| ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio |
7 |
| Gerber Kawasaki Wealth & Investment Management |
7 |
| Natixis Advisors, L.p. |
7 |
| JJJ Advisors Inc. |
7 |
| ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I |
7 |
| IHT Wealth Management, LLC |
7 |
| PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF |
7 |
| QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I |
7 |
| Intrinsic Edge Capital Management LLC |
7 |
| D'Orazio & Associates, Inc. |
7 |
| QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I |
7 |
| MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N |
7 |
| LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares |
7 |
| SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF |
7 |
| State Of Michigan Retirement System |
7 |
| AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I |
7 |
| Amalgamated Financial Corp. |
7 |
| CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A |
7 |
| Independent Advisor Alliance |
7 |
| AQRNX - AQR Funds - AQR Multi-Asset Fund Class N |
7 |
| Harvest Capital Strategies LLC |
7 |
| Pathstone Holdings, LLC |
7 |
| Concord Wealth Partners |
7 |
| Advantage Investment Management, Llc |
7 |
| RidgeWorth Capital Management LLC |
7 |
| Ovata Capital Management Ltd |
7 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity |
7 |
| AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF |
7 |
| Allianzgi Nfj Dividend, Interest & Premium Strategy Fund |
7 |
| Aristeia Capital Llc |
7 |
| EntryPoint Capital, LLC |
7 |
| LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares |
7 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 |
7 |
| OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio |
7 |
| Jump Trading, LLC |
7 |
| JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) |
7 |
| Oaktree Capital Management Lp |
7 |
| Evoke Wealth, Llc |
7 |
| Aristides Capital LLC |
7 |
| KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES |
7 |
| SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A |
7 |
| Nine Chapters Capital Management LLC |
7 |
| Carlson Capital L P |
7 |
| MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A |
7 |
| Maverick Capital Ltd |
7 |
| Profunds - Profund Vp Oil & Gas |
7 |
| Snowden Capital Advisors LLC |
7 |
| QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N |
7 |
| DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF |
7 |
| DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class |
7 |
| Bailard, Inc. |
7 |
| Wipfli Financial Advisors Llc, |
7 |
| Rise Advisors, LLC |
7 |
| WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class |
7 |
| DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF |
7 |
| VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund |
7 |
| RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class |
7 |
| Baird Robert W & Co Inc /wi/ |
7 |
| ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A |
7 |
| SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F |
7 |
| AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF |
7 |
| Point72 Asia (Singapore) Pte. Ltd. |
7 |
| Dynamic Technology Lab Pte Ltd |
7 |
| Smartleaf Asset Management LLC |
7 |
| Silvercrest Asset Management Group Llc |
7 |
| Wexford Capital Lp |
7 |
| FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund |
7 |
| Lombard Odier Asset Management (Europe) Ltd |
7 |
| HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund |
7 |
| Ausdal Financial Partners, Inc. |
7 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A |
7 |
| Systematic Financial Management Lp |
7 |
| VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares |
7 |
| CenterStar Fund, LLC |
7 |
| Mount Yale Investment Advisors, LLC |
7 |
| Perigon Wealth Management, LLC |
7 |
| Total Clarity Wealth Management, Inc. |
7 |
| Weiss Strategic Interval Fund |
7 |
| Vestcor Inc |
7 |
| Sofos Investments, Inc. |
7 |
| Advent Claymore Convertible Securities & Income Fund |
7 |
| RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A |
7 |
| Altshuler Shaham Ltd |
7 |
| RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF |
7 |
| Alpine Woods Capital Investors, Llc |
7 |
| GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF |
7 |
| Townsquare Capital Llc |
7 |
| Westchester Capital Management, LLC |
7 |
| FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund |
7 |
| NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A |
7 |
| JustInvest LLC |
7 |
| Plante Moran Financial Advisors, LLC |
7 |
| Harvest Management Llc |
7 |
| Manatuck Hill Partners, LLC |
7 |
| Ameritas Investment Corp |
7 |
| FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund |
7 |
| Wunderlich Securities, Inc. |
7 |
| FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class |
7 |
| Wilbanks Smith & Thomas Asset Management Llc |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class |
7 |
| Sun Life Financial Inc |
7 |
| Mycio Wealth Partners, Llc |
7 |
| Nvwm, Llc |
7 |
| RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H |
7 |
| M&g Investment Management Ltd |
7 |
| Lombard Odier Asset Management (USA) Corp |
7 |
| MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II |
7 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class |
7 |
| BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N |
7 |
| Vanguard Explorer Fund |
7 |
| We Are One Seven, LLC |
7 |
| One Wealth Advisors, LLC |
7 |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma |
7 |
| Cowen And Company, Llc |
7 |
| Sonora Investment Management, LLC |
7 |
| RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A |
7 |
| Harbor Investment Advisory, Llc |
7 |
| Hamilton Lane Advisors Llc |
7 |
| Regal Investment Advisors LLC |
7 |
| FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class |
7 |
| Bell Investment Advisors, Inc |
7 |
| THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A |
7 |
| Forum Funds |
7 |
| PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I |
7 |
| CWM Advisors, LLC |
7 |
| Mercer Global Advisors Inc /adv |
7 |
| QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF |
7 |
| Sound Income Strategies, LLC |
7 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A |
7 |
| Spot Trading L.l.c. |
7 |
| Berman Capital Advisors, LLC |
7 |
| THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A |
7 |
| Timber Hill LLC |
7 |
| DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF |
7 |
| Ranger Investment Management, L.P. |
7 |
| Next Financial Holdings |
7 |
| IPG Investment Advisors LLC |
6 |
| Worth Venture Partners, LLC |
6 |
| Tcwp Llc |
6 |
| Westwood Holdings Group Inc |
6 |
| New England Securities Corp /MA/ |
6 |
| NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF |
6 |
| Allianzgi Equity & Convertible Income Fund |
6 |
| CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares |
6 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) |
6 |
| SpiderRock Advisors, LLC |
6 |
| Manning & Napier Advisors Llc |
6 |
| FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF |
6 |
| QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares |
6 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K |
6 |
| EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class |
6 |
| Fieldpoint Private Securities, LLC |
6 |
| Quent Capital, LLC |
6 |
| Lido Advisors, LLC |
6 |
| New York Life Investment Management Llc |
6 |
| Legato Capital Management LLC |
6 |
| Ieq Capital, Llc |
6 |
| AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class |
6 |
| Geneva Advisors, LLC |
6 |
| Bb&t Securities, Llc |
6 |
| CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund |
6 |
| VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares |
6 |
| VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares |
6 |
| Boston Private Bank & Trust Co |
6 |
| Cary Street Partner Investment Advisory Llc |
6 |
| BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF |
6 |
| Whitebox Advisors Llc |
6 |
| Prentiss Smith & Co Inc |
6 |
| Laurel Wealth Advisors LLC |
6 |
| Pearl River Capital, LLC |
6 |
| VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares |
6 |
| Alphacrest Capital Management Llc |
6 |
| Cornerstone Advisors, Inc. |
6 |
| VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares |
6 |
| Wellington Shields Capital Management, LLC |
6 |
| HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class |
6 |
| Lmcg Investments, Llc |
6 |
| Arrowgrass Capital Partners (us) Lp |
6 |
| Brookside Capital Management Llc |
6 |
| Stoneridge Investment Partners Llc |
6 |
| Coldstream Capital Management Inc |
6 |
| Harvest Group Wealth Management, Llc |
6 |
| Burleson & Company, LLC |
6 |
| McIlrath & Eck, LLC |
6 |
| Centerpoint Advisors, LLC |
6 |
| Lynrock Lake LP |
6 |
| JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I |
6 |
| Toroso Investments, LLC |
6 |
| DeepCurrents Investment Group LLC |
6 |
| Perritt Capital Management Inc |
6 |
| ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF |
6 |
| Aspire Private Capital, LLC |
6 |
| Qtron Investments LLC |
6 |
| Gardner Lewis Asset Management L P |
6 |
| Quest Capital Management Inc /adv |
6 |
| Capital Impact Advisors, LLC |
6 |
| Athanor Capital, Lp |
6 |
| Passport Capital, LLC |
6 |
| Advisory Research Inc |
6 |
| World Asset Management Inc |
6 |
| Phoenix Holdings Ltd. |
6 |
| ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A |
6 |
| Glg Llc |
6 |
| HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A |
6 |
| Delpha Capital Management, Llc |
6 |
| TIG Advisors, LLC |
6 |
| Fiera Capital Corp |
6 |
| Shenkman Capital Management Inc |
6 |
| Fortress Investment Group LLC |
6 |
| Lisanti Capital Growth, LLC |
6 |
| ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF |
6 |
| Crewe Advisors LLC |
6 |
| Trustcore Financial Services, Llc |
6 |
| Lombard Odier Asset Management (Switzerland) SA |
6 |
| Davy Global Fund Management Ltd |
6 |
| Louisiana State Employees Retirement System |
6 |
| Pacitti Group Inc. |
6 |
| RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A |
6 |
| HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A |
6 |
| Old Mutual Customised Solutions (proprietary) Ltd |
6 |
| Hm Payson & Co |
6 |
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) |
6 |
| Advisor Partners Llc |
6 |
| Claraphi Advisory Network, LLC |
6 |
| Colony Group Llc |
6 |
| Jnl Series Trust - Jnl/mellon International Index Fund (a) |
6 |
| Cypress Capital Management LLC (WY) |
6 |
| Underlying Funds Trust |
6 |
| Blackrock Floating Rate Income Strategies Fund, Inc. |
6 |
| VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares |
6 |
| Ab Pooling Portfolios |
6 |
| QCFIX - AQR Funds - AQR CVX Fusion Fund Class I |
6 |
| Sargent Bickham Lagudis LLC |
6 |
| Blackrock Ltd Duration Income Trust |
6 |
| Bradley Foster & Sargent Inc/ct |
6 |
| Pier 88 Investment Partners Llc |
6 |
| NSGRX - Northern Funds - Northern Small Cap Core Fund |
6 |
| Shepherd Kaplan Krochuk, Llc |
6 |
| Cinctive Capital Management LP |
6 |
| Quinn Opportunity Partners LLC |
6 |
| VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio |
6 |
| Tarbox Family Office, Inc. |
6 |
| Stephens Investment Management Group LLC |
6 |
| CVA Family Office, LLC |
6 |
| Advanced Series Trust - Ast Balanced Asset Allocation Portfolio |
6 |
| MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF |
6 |
| Resources Investment Advisors, LLC. |
6 |
| Ballentine Partners, LLC |
6 |
| Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio |
6 |
| Petrus Trust Company, LTA |
6 |
| Signet Financial Management, Llc |
6 |
| Virtus ETF Advisers LLC |
6 |
| Advanced Series Trust - Ast Preservation Asset Allocation Portfolio |
6 |
| Mesirow Financial Investment Management, Inc. |
6 |
| Schonfeld Group Holdings LLC |
6 |
| Gupta Wealth Management LLC |
6 |
| Evergreen Capital Management Llc |
6 |
| SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F |
6 |
| HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF |
6 |
| SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F |
6 |
| Emerald Advisers, Llc |
6 |
| DFIV - Dimensional ETF Trust - Dimensional International Value ETF |
6 |
| Gilder Gagnon Howe & Co Llc |
6 |
| TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund |
6 |
| State of Alaska, Department of Revenue |
6 |
| Bogart Wealth, LLC |
6 |
| Tradeworx Inc. |
6 |
| Foundry Partners, LLC |
6 |
| SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A |
6 |
| Malaga Cove Capital, LLC |
6 |
| Clearline Capital LP |
6 |
| Advisor Resource Council |
6 |
| JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) |
6 |
| Marathon Capital Management |
6 |
| Cerity Partners LLC |
6 |
| GW&K Investment Management, LLC |
6 |
| 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 |
6 |
| Klp Kapitalforvaltning As |
6 |
| Stone Ridge Asset Management LLC |
6 |
| Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) |
6 |
| Handelsbanken Fonder AB |
6 |
| Cadian Capital Management, Lp |
6 |
| NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund |
6 |
| ArrowMark Colorado Holdings LLC |
6 |
| STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares |
6 |
| CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF |
6 |
| QS Investors, LLC |
6 |
| American Independence Funds Trust |
6 |
| Blackrock Floating Rate Income Trust |
6 |
| FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF |
6 |
| Fisher Asset Management, LLC |
6 |
| SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A |
6 |
| SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A |
6 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA |
6 |
| TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A |
6 |
| EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB |
6 |
| AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A |
6 |
| Arlington Partners LLC |
6 |
| Blackrock Funds - Blackrock Advantage International Fund Institutional Class |
6 |
| VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class |
6 |
| Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio |
6 |
| THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A |
6 |
| Rydex Etf Trust |
6 |
| PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
6 |
| TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A |
6 |
| AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares |
6 |
| FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class |
6 |
| PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares |
6 |
| Great Lakes Advisors, Llc |
6 |
| WASHINGTON TRUST Co |
6 |
| TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund |
6 |
| PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A |
6 |
| DC Investments Management, LLC |
6 |
| Caas Capital Management Lp |
6 |
| Abound Wealth Management |
6 |
| Wetherby Asset Management Inc |
6 |
| KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES |
6 |
| Invictus RG Pte. Ltd. |
6 |
| Fulton Bank, N.a. |
6 |
| MBEQX - M FUND INC - M International Equity Fund |
6 |
| DLD Asset Management, LP |
6 |
| Krilogy Financial LLC |
6 |
| SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF |
6 |
| Prudential Plc |
6 |
| Espalier Global Management LLC |
6 |
| Taconic Capital Advisors LP |
6 |
| FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund |
6 |
| Moody National Bank Trust Division |
6 |
| FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund |
6 |
| Voya Financial Advisors, Inc. |
6 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B |
6 |
| Global X Funds |
6 |
| Wall Street Associates |
6 |
| Balentine LLC |
6 |
| RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial |
6 |
| Nwam Llc |
6 |
| Avantax Planning Partners, Inc. |
6 |
| Cornerstone Wealth Management, LLC |
6 |
| Basso Capital Management, L.p. |
6 |
| Capital Asset Advisory Services LLC |
6 |
| Ashton Thomas Private Wealth, LLC |
6 |
| BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio |
6 |
| BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares |
6 |
| WealthCollab, LLC |
6 |
| DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF |
6 |
| Harvest Fund Management Co., Ltd |
6 |
| Bourgeon Capital Management Llc |
6 |
| Smith Asset Management Group Lp |
6 |
| Index Management Solutions, LLC |
6 |
| Hodges Capital Management Inc. |
6 |
| FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund |
6 |
| ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N |
6 |
| AQGNX - AQR Funds - AQR Global Equity Fund Class N |
6 |
| SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF |
6 |
| Steelhead Partners Llc |
6 |
| Periscope Capital Inc. |
6 |
| HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF |
6 |
| Mazama Capital Management Inc |
6 |
| DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A |
6 |
| CAPROCK Group, Inc. |
6 |
| CoreCap Advisors, LLC |
6 |
| Penn Capital Management Co Inc |
6 |
| Bartlett & Co. Wealth Management Llc |
6 |
| Wesbanco Bank Inc |
6 |
| Bamco Inc /ny/ |
6 |
| MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I |
6 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B |
6 |
| Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B |
6 |
| CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares |
6 |
| IXN - iSHARES TRUST - iShares Global Tech ETF |
6 |
| IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF |
6 |
| Wealthcare Capital Management Llc |
6 |
| Alpha Cubed Investments, LLC |
6 |
| Placemark Investments, Inc. |
6 |
| Osterweis Capital Management Inc |
6 |
| Old Mutual Global Investors (UK) Ltd. |
6 |
| Quest Partners LLC |
6 |
| Oak Associates Ltd /oh/ |
6 |
| SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund |
6 |
| Exencial Wealth Advisors, Llc |
6 |
| Granite Point Capital Management, L.P. |
6 |
| Principal Securities, Inc. |
6 |
| Analytic Investors, LLC |
6 |
| BTG Pactual Global Asset Management Ltd |
6 |
| Catalyst Capital Advisors LLC |
6 |
| Cornercap Investment Counsel Inc |
6 |
| Adirondack Trust Co |
6 |
| FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund |
6 |
| QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I |
6 |
| Profund Advisors Llc |
6 |
| Valley National Advisers Inc |
6 |
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A |
6 |
| TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial |
6 |
| Sandy Spring Bank |
6 |
| Karp Capital Management Corp |
6 |
| MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class |
6 |
| FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund |
6 |
| WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class |
6 |
| WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares |
6 |
| EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A |
6 |
| Nbc Securities, Inc. |
6 |
| Greenleaf Trust |
6 |
| Shapiro Robert N |
6 |
| S Squared Technology, LLC |
6 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 |
6 |
| IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF |
6 |
| ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF |
6 |
| Trust For Advisor Solutions |
6 |
| Societe Generale |
6 |
| VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares |
6 |
| Gts Securities Llc |
6 |
| WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 |
6 |
| Janus Capital Management Llc |
6 |
| ARK Investment Management LLC |
6 |
| HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF |
6 |
| MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF |
6 |
| Teton Advisors, Inc. |
6 |
| Koshinski Asset Management, Inc. |
6 |
| MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II |
6 |
| Lenox Wealth Management, Inc. |
6 |
| Columbus Circle Investors |
6 |
| Usca Ria Llc |
6 |
| Checchi Capital Advisers, LLC |
6 |
| PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF |
6 |
| Crestline Management, LP |
6 |
| PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund |
6 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 |
6 |
| Wealthcare Advisory Partners LLC |
6 |
| CI Private Wealth, LLC |
6 |
| Numerai GP LLC |
6 |
| Sherbrooke Park Advisers Llc |
6 |
| Headlands Technologies LLC |
6 |
| Martingale Asset Management L P |
6 |
| SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF |
6 |
| King Luther Capital Management Corp |
6 |
| GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional |
6 |
| PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional |
6 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
6 |
| I.g. Investment Management, Ltd. |
6 |
| Evercore Wealth Management, LLC |
6 |
| New Jersey Better Educational Savings Trust |
6 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. |
6 |
| NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF |
6 |
| RFP Financial Group LLC |
6 |
| PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P |
6 |
| VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF |
6 |
| Asset Management One Co., Ltd. |
6 |
| QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares |
6 |
| VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares |
6 |
| DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class |
6 |
| Dialectic Capital Management, Lp |
6 |
| Kingdon Capital Management, L.l.c. |
6 |
| Platte River Capital LLC |
6 |
| Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II |
6 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A |
6 |
| MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class |
6 |
| Kepos Capital LP |
6 |
| Lanexa Management, Llc |
6 |
| AE Wealth Management LLC |
6 |
| RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF |
6 |
| LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC |
6 |
| Lebenthal Global Advisors, LLC |
6 |
| Beacon Capital Management, LLC |
6 |
| Atria Wealth Solutions, Inc. |
6 |
| R&F Capital Advisors LP |
6 |
| Summit Global Investments |
6 |
| Destination Wealth Management |
5 |
| D L Carlson Investment Group Inc |
5 |
| IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF |
5 |
| TOK - iSHARES TRUST - iShares MSCI Kokusai ETF |
5 |
| ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF |
5 |
| ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF |
5 |
| IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF |
5 |
| EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF |
5 |
| IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF |
5 |
| Asset Dedication, LLC |
5 |
| DAINX - Dunham Funds - Dunham International Stock Fund Class A |
5 |
| Alpha Omega Wealth Management LLC |
5 |
| Andra AP-fonden |
5 |
| TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class |
5 |
| HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A |
5 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 |
5 |
| SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 |
5 |
| Washington Trust Bank |
5 |
| Wrapmanager Inc |
5 |
| VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares |
5 |
| CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A |
5 |
| Psagot Investment House Ltd. |
5 |
| NN Investment Partners Holdings N.V. |
5 |
| Spring Creek Capital Llc |
5 |
| DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares |
5 |
| Hancock Whitney Corp |
5 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A |
5 |
| VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares |
5 |
| Cooper Creek Partners Management Llc |
5 |
| Mckinley Capital Management Llc /delaware |
5 |
| Marathon Trading Investment Management LLC |
5 |
| Rafferty Asset Management, LLC |
5 |
| Savior LLC |
5 |
| LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A |
5 |
| Park Avenue Securities Llc |
5 |
| ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class |
5 |
| QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF |
5 |
| Advisors Preferred, LLC |
5 |
| J.w. Cole Advisors, Inc. |
5 |
| PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 |
5 |
| FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund |
5 |
| Camden Asset Management L P /ca |
5 |
| SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF |
5 |
| Invictus RG |
5 |
| Belmont Global Advisors, Inc. |
5 |
| Governors Lane LP |
5 |
| Jabre Capital Partners S.A. |
5 |
| TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund |
5 |
| Tsfg, Llc |
5 |
| Nokota Management, LP |
5 |
| SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A |
5 |
| WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A |
5 |
| DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF |
5 |
| DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF |
5 |
| BFOR - ALPS ETF Trust - Barron's 400 ETF |
5 |
| Northwestern Mutual Investment Management Company, Llc |
5 |
| DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I |
5 |
| DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I |
5 |
| DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I |
5 |
| Absolute Return Capital, LLC |
5 |
| SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF |
5 |
| GDAT - Goldman Sachs ETF Trust - Goldman Sachs Motif Data-Driven World ETF |
5 |
| VCIEX - VALIC Co I - International Equities Index Fund |
5 |
| Brandywine Global Investment Management, LLC |
5 |
| VGLSX - VALIC Co I - Global Strategy Fund |
5 |
| DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF |
5 |
| AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A |
5 |
| John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV |
5 |
| JISAX - John Hancock Funds II - International Small Company Fund Class NAV |
5 |
| GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III |
5 |
| GMICX - GMO TRUST - GMO International Equity Fund Class II |
5 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio |
5 |
| ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF |
5 |
| Smithfield Trust Co |
5 |
| Kingsview Wealth Management, LLC |
5 |
| Ing Groep Nv |
5 |
| ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF |
5 |
| IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF |
5 |
| RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF |
5 |
| ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares |
5 |
| PineView Asset Management LP |
5 |
| Contour Asset Management LLC |
5 |
| Ropes Wealth Advisors Llc |
5 |
| SkyOak Wealth, LLC |
5 |
| Context Capital Management, LLC |
5 |
| Venturi Wealth Management, LLC |
5 |
| Motco |
5 |
| Venture Visionary Partners LLC |
5 |
| BlackRock Credit Strategies Fund |
5 |
| Stifel Nicolaus & Co Inc \mo\ |
5 |
| Virtus Investment Advisers, Inc. |
5 |
| JS Capital Management LLC |
5 |
| Associated Banc-corp |
5 |
| Key FInancial Inc |
5 |
| Bluestein R H & Co |
5 |
| Dai-ichi Life Holdings, Inc. |
5 |
| People's United Financial, Inc. |
5 |
| Cornerstone Capital Management Holdings Llc. |
5 |
| Highlander Capital Management, LLC |
5 |
| Capula Management Ltd |
5 |
| Column Capital Advisors, LLC |
5 |
| Woodline Partners LP |
5 |
| Institutional & Family Asset Management, Llc |
5 |
| Twinbeech Capital Lp |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y |
5 |
| P.a.w. Capital Corp |
5 |
| USA Financial Portformulas Corp |
5 |
| FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF |
5 |
| Bollard Group LLC |
5 |
| Advisory Alpha, LLC |
5 |
| Riverhead Capital Management Llc |
5 |
| Glg Inc. |
5 |
| Eudaimonia Partners, LLC |
5 |
| GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class |
5 |
| VTL Associates, LLC |
5 |
| First Citizens Bank & Trust Co |
5 |
| Wedbush Securities Inc |
5 |
| Clinton Group Inc |
5 |
| BlueCrest Capital Management LLP |
5 |
| BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF |
5 |
| MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund |
5 |
| BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund |
5 |
| Jacobi Capital Management LLC |
5 |
| Xact Kapitalforvaltning AB |
5 |
| AustralianSuper Pty Ltd |
5 |
| THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A |
5 |
| Mascoma Wealth Management LLC |
5 |
| Irish Life Investment Managers Ltd. |
5 |
| First Horizon Corp |
5 |
| KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF |
5 |
| VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares |
5 |
| Versor Investments LP |
5 |
| DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF |
5 |
| Founders Financial Alliance, LLC |
5 |
| Cordant, Inc. |
5 |
| C M Bidwell & Associates Ltd |
5 |
| BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional |
5 |
| Flinton Capital Management LLC |
5 |
| Wolff Wiese Magana Llc |
5 |
| GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF |
5 |
| Maryland State Retirement & Pension System |
5 |
| GPS Wealth Strategies Group, LLC |
5 |
| Lee Financial Co |
5 |
| Fondren Management LP |
5 |
| Dai-Ichi Life Insurance Company, Ltd |
5 |
| Veriti Management LLC |
5 |
| IAG Wealth Partners, LLC |
5 |
| Wealthfront Inc |
5 |
| Vantage Consulting Group Inc |
5 |
| Alpha Paradigm Partners, LLC |
5 |
| Ritholtz Wealth Management |
5 |
| Zevenbergen Capital Investments Llc |
5 |
| Exos Asset Management LLC |
5 |
| Calamos Wealth Management LLC |
5 |
| Knights of Columbus Asset Advisors LLC |
5 |
| NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K |
5 |
| Sterling Investment Advisors, Ltd. |
5 |
| Coppell Advisory Solutions LLC |
5 |
| SOA Wealth Advisors, LLC. |
5 |
| TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund |
5 |
| Humankind Benefit Corp - Humankind US Stock ETF |
5 |
| Banco Bilbao Vizcaya Argentaria, S.a. |
5 |
| IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF |
5 |
| Pendal Group Ltd |
5 |
| Optiver Holding B.V. |
5 |
| Hennion & Walsh Asset Management, Inc. |
5 |
| Bb&t Investment Services, Inc. |
5 |
| Capital Bank & Trust Co |
5 |
| Sierra Capital LLC |
5 |
| Standard Life Aberdeen plc |
5 |
| Santa Fe Partners LLC |
5 |
| Eagle Bay Advisors LLC |
5 |
| SG3 Management, LLC |
5 |
| PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF |
5 |
| Activest Wealth Management |
5 |
| Kovack Advisors, Inc. |
5 |
| MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares |
5 |
| NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class |
5 |
| NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A |
5 |
| SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class |
5 |
| VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares |
5 |
| Trellus Management Company, LLC |
5 |
| Voya Prime Rate Trust |
5 |
| Carmel Capital Partners, LLC |
5 |
| Cannell Capital Llc |
5 |
| Harbor Capital Advisors, Inc. |
5 |
| DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I |
5 |
| Retirement Planning Co of New England, Inc. |
5 |
| NorthCrest Asset Manangement, LLC |
5 |
| Cassady Schiller Wealth Management, LLC |
5 |
| CarsonAllaria Wealth Management, Ltd. |
5 |
| Voya Senior Income Fund |
5 |
| GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I |
5 |
| VCSRX - VALIC Co II - U.S. Socially Responsible Fund |
5 |
| SJS Investment Consulting Inc. |
5 |
| Metis Global Partners, LLC |
5 |
| Krs Capital Management, Llc |
5 |
| MQS Management LLC |
5 |
| AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares |
5 |
| Operose Advisors LLC |
5 |
| Andor Capital Management, L.l.c. |
5 |
| Geduld E E |
5 |
| Elequin Capital Lp |
5 |
| DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares |
5 |
| TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z |
5 |
| Tyler-Stone Wealth Management |
5 |
| FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund |
5 |
| LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares |
5 |
| VDNI - Managed Portfolio Series - V-Shares US Diversity ETF |
5 |
| WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF |
5 |
| PRNT - Ark ETF Trust - The 3D Printing ETF |
5 |
| Householder Group Estate & Retirement Specialist, LLC |
5 |
| LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 |
5 |
| Allianzgi Diversified Income & Convertible Fund |
5 |
| Coatue Management Llc |
5 |
| Hazlett, Burt & Watson, Inc. |
5 |
| JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares |
5 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II |
5 |
| SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class |
5 |
| XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF |
5 |
| GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A |
5 |
| Edmond De Rothschild (suisse) S.a. |
5 |
| MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N |
5 |
| CIBC Asset Management Inc |
5 |
| BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund |
5 |
| BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund |
5 |
| XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF |
5 |
| Quentec Asset Management Llc |
5 |
| DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF |
5 |
| Advisor Partners Ii, Llc |
5 |
| VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares |
5 |
| Bangor Savings Bank |
5 |
| Kings Point Capital Management |
5 |
| Gallacher Capital Management LLC |
5 |
| Gabelli Dividend & Income Trust |
5 |
| ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A |
5 |
| Mendota Financial Group, LLC |
5 |
| HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia |
5 |
| Tax-managed Growth Portfolio - Tax-managed Growth Portfolio |
5 |
| Reliance Trust Co Of Delaware |
5 |
| Gemmer Asset Management LLC |
5 |
| ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A |
5 |
| Equitec Proprietary Markets, Llc |
5 |
| MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I |
5 |
| VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio |
5 |
| Convergence Investment Partners, LLC |
5 |
| HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z |
5 |
| Caisse De Depot Et Placement Du Quebec |
5 |
| MERFX - MERGER FUND - The Merger Fund - Investor Class Shares |
5 |
| DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund |
5 |
| Sutton Wealth Advisors Inc. |
5 |
| Vident Advisory, LLC |
5 |
| LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares |
5 |
| Fortitude Family Office, LLC |
5 |
| Vantage Investment Advisors, LLC |
5 |
| Mark Sheptoff Financial Planning, Llc |
5 |
| MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A |
5 |
| Semanteon Capital Management, LP |
5 |
| E. Ohman J:or Asset Management AB |
5 |
| Bare Financial Services, Inc |
5 |
| PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF |
5 |
| Frazier Financial Advisors, LLC |
5 |
| BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares |
5 |
| Royce Micro-cap Trust, Inc /md/ |
5 |
| nVerses Capital, LLC |
5 |
| Hennessy Advisors Inc |
5 |
| Boston Partners |
5 |
| VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares |
5 |
| Pictet Asset Management Sa |
5 |
| HYLD - Exchange Listed Funds Trust - High Yield ETF |
5 |
| Burt Wealth Advisors |
5 |
| Thurston, Springer, Miller, Herd & Titak, Inc. |
5 |
| Westport Resources Management Inc |
5 |
| ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class |
5 |
| Calvert Investment Management, Inc. |
5 |
| Thompson Siegel & Walmsley Llc |
5 |
| BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares |
5 |
| BLACKROCK SERIES, INC. - BlackRock International Fund Investor A |
5 |
| Blackrock Master Llc |
5 |
| Kelly Financial Services LLC |
5 |
| DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A |
5 |
| POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund |
5 |
| JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV |
5 |
| RSSL - Global X Funds - Global X Russell 2000 ETF |
5 |
| JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF |
5 |
| AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class |
5 |
| Erste Asset Management GmbH |
5 |
| FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF |
5 |
| HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class |
5 |
| Northpointe Capital Llc |
5 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB |
5 |
| PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund |
5 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB |
5 |
| ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class |
5 |
| ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF |
5 |
| Financial Management Professionals, Inc. |
5 |
| West Family Investments, Inc. |
5 |
| PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class |
5 |
| Winton Diversified Opportunities Fund |
5 |
| Banque Transatlantique SA |
5 |
| GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) |
5 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
5 |
| Emerald Mutual Fund Advisers Trust |
5 |
| AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio |
5 |
| Transamerica Financial Advisors, Inc. |
5 |
| BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class |
5 |
| MASTER BOND LLC - Master Total Return Portfolio |
5 |
| WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF |
5 |
| QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF |
5 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
5 |
| BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class |
5 |
| Jaffetilchin Investment Partners, LLC |
5 |
| Bedel Financial Consulting, Inc. |
5 |
| Redwood Investment Management, Llc |
5 |
| Nikko Asset Management Americas, Inc. |
5 |
| Financial Gravity Companies, Inc. |
5 |
| Icon Wealth Partners, LLC |
5 |
| Truewealth Llc |
5 |
| Beryl Capital Management LLC |
5 |
| Lake Street Advisors Group, Llc |
5 |
| Tortoise Investment Management, LLC |
5 |
| Avestar Capital, LLC |
5 |
| St Germain D J Co Inc |
5 |
| Virtue Capital Management, LLC |
5 |
| Prime Capital Investment Advisors, LLC |
5 |
| Jupiter Asset Management Ltd |
5 |
| Cqs (us), Llc |
5 |
| Creative Financial Designs Inc /adv |
5 |
| Atlas Capital Advisors Llc |
5 |
| Acuitas Investments, LLC |
5 |
| Wellington Shields & Co., LLC |
5 |
| Minichmacgregor Wealth Management, Llc |
5 |
| CX Institutional |
5 |
| Go Etf Solutions Llp |
5 |
| Capital Management Associates /ny/ |
5 |
| Resources Management Corp /ct/ /adv |
5 |
| BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares |
5 |
| Nachman Norwood & Parrott, Inc |
5 |
| Van Eck Associates Corp |
5 |
| Nkcfo Llc |
5 |
| Allred Capital Management, LLC |
5 |
| Essex Savings Bank |
5 |
| Enlightenment Research, LLC |
5 |
| Kanaly Trust Co |
5 |
| Wiley Bros.-aintree Capital, Llc |
5 |
| WealthTrust-Arizona, LLC |
5 |
| Brookfield Asset Management Inc. |
5 |
| Duality Advisers, Lp |
5 |
| Eagle Global Advisors Llc |
5 |
| QCM Cayman, Ltd. |
5 |
| Alera Investment Advisors, LLC |
5 |
| Natixis Investment Managers International |
5 |
| Radcliffe Capital Management, L.P. |
5 |
| Wealthspire Advisors, LLC |
5 |
| GLG Partners LP |
5 |
| Manchester Financial Inc |
5 |
| Laffer Investments |
5 |
| Liberty Wealth Management Llc |
5 |
| Easterly Investment Partners Llc |
5 |
| Lake Street Financial Llc |
5 |
| Boardman Bay Capital Management Llc |
5 |
| David R. Rahn & Associates Inc. |
5 |
| Joseph P. Lucia & Associates, LLC |
5 |
| Empyrean Capital Partners, LP |
5 |
| Shaolin Capital Management LLC |
5 |
| WealthStone, Inc. |
5 |
| Benjamin Edwards Inc |
5 |
| Arden Trust Co |
5 |
| Leap Investments Lp |
5 |
| NorthCoast Asset Management LLC |
5 |
| Arden Investment Series Trust |
5 |
| Royal London Asset Management Ltd |
5 |
| Avion Wealth |
5 |
| Munder Series Trust |
5 |
| Rockefeller Financial Services Inc |
5 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) |
5 |
| RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y |
5 |
| RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A |
5 |
| Tygh Capital Management, Inc. |
5 |
| Cutter & CO Brokerage, Inc. |
5 |
| Mather Group, Llc. |
5 |
| MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A |
5 |
| Albion Financial Group /ut |
5 |
| OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class |
5 |
| JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A |
5 |
| GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A |
5 |
| AlphaMark Advisors, LLC |
5 |
| Korea Investment CORP |
5 |
| IBM Retirement Fund |
5 |
| Hudock, Inc. |
5 |
| Bray Capital Advisors |
5 |
| Intersect Capital LLC |
5 |
| Janney Capital Management LLC |
5 |
| LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class |
5 |
| NOINX - Northern Funds - Northern International Equity Index Fund |
5 |
| MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio |
5 |
| MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio |
5 |
| NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A |
5 |
| SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I |
5 |
| ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio |
5 |
| PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P |
5 |
| Kingdom Ridge Capital, LLC |
5 |
| PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P |
5 |
| Retirement Systems of Alabama |
5 |
| JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV |
5 |
| JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV |
5 |
| Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class |
5 |
| Shinko Asset Management Co., Ltd. |
5 |
| FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class |
5 |
| Wealth Enhancement Advisory Services, Llc |
5 |
| Tompkins Financial Corp |
5 |
| FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF |
5 |
| GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares |
5 |
| Commerce Bank |
5 |
| GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional |
5 |
| GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional |
5 |
| Franklin Street Advisors Inc /nc |
5 |
| XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF |
5 |
| XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF |
5 |
| Granahan Investment Management Inc/ma |
5 |
| EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB |
5 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB |
5 |
| Telemus Capital, Llc |
5 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA |
5 |
| EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K |
5 |
| EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB |
5 |
| BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A |
5 |
| MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class |
5 |
| MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 |
5 |
| GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A |
5 |
| PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional |
5 |
| Edge Wealth Management LLC |
5 |
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A |
5 |
| FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class |
5 |
| Trust Department Mb Financial Bank N A |
5 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y |
5 |
| Hilton Capital Management, LLC |
5 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 |
5 |
| Detwiler Fenton Investment Management LLC |
5 |
| Bryn Mawr Capital Management Inc |
5 |
| Crow Point Partners, LLC |
5 |
| Old National Bancorp /in/ |
5 |
| TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service |
5 |
| York Capital Management Global Advisors, LLC |
5 |
| Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A |
5 |
| Optimum Investment Advisors |
5 |
| BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I |
5 |
| Brightfield Capital Management Llc |
5 |
| ETRADE Capital Management LLC |
5 |
| Icon Advisers Inc/co |
5 |
| BBT Capital Management, LLC |
5 |
| Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B |
5 |
| Lyon Street Capital, LLC |
5 |
| SA FUNDS INVESTMENT TRUST - SA International Value Fund |
5 |
| American National Insurance Co /tx/ |
5 |
| Artemis Investment Management LLP |
5 |
| IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV |
5 |
| IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S |
5 |
| Winfield Associates, Inc. |
5 |
| MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class |
5 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class |
5 |
| SOUTH STATE Corp |
5 |
| RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund |
5 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A |
5 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A |
5 |
| MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class |
5 |
| MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class |
5 |
| CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund |
5 |
| Utah Retirement Systems |
5 |
| Stanley-Laman Group, Ltd. |
5 |
| DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A |
5 |
| SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 |
5 |
| HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares |
5 |
| HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares |
5 |
| Bridgewater Associates, LP |
5 |
| Lucus Advisors Llc |
5 |
| Frontier Capital Management Co Llc |
5 |
| Belvedere Trading LLC |
5 |
| BBVA USA Bancshares, Inc. |
5 |
| CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A |
5 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 |
5 |
| WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class |
5 |
| Pentwater Capital Management LP |
5 |
| Skylands Capital, LLC |
5 |
| Integrated Wealth Management |
5 |
| MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares |
5 |
| LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A |
5 |
| TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares |
5 |
| Cowen Group, Inc. |
5 |
| Diversified Trust Co |
5 |
| Capital Advisors, Ltd. LLC |
5 |
| QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF |
5 |
| EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF |
5 |
| Fort Washington Investment Advisors Inc /oh/ |
5 |
| OHIO NATIONAL FUND INC - ON International Equity Portfolio |
5 |
| AlphaOne Investment Services, LLC |
5 |
| Parsons Capital Management Inc/ri |
5 |
| GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A |
5 |
| P Schoenfeld Asset Management Lp |
5 |
| NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A |
5 |
| KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A |
5 |
| Cibc World Markets Corp |
5 |
| TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class |
5 |
| PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class |
5 |
| DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio |
5 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class |
5 |
| GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional |
5 |
| FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund |
5 |
| FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund |
5 |
| FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund |
5 |
| Tuttle Tactical Management LLC |
5 |
| FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund |
5 |
| FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund |
5 |
| HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class |
5 |
| USS Investment Management Ltd |
5 |
| TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A |
5 |
| Frontier Wealth Management LLC |
5 |
| SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares |
5 |
| SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund |
5 |
| Brinker Capital Inc |
5 |
| NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A |
5 |
| GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A |
5 |
| TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A |
5 |
| AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A |
5 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K |
5 |
| Cetera Advisors LLC |
5 |
| ICVT - iSHARES TRUST - iShares Convertible Bond ETF |
5 |
| FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund |
5 |
| Laurel Wealth Advisors, Inc. |
5 |
| V Wealth Advisors LLC |
5 |
| Kalos Management, Inc. |
5 |
| Sheaff Brock Investment Advisors, LLC |
5 |
| EFA - iSHARES TRUST - iShares MSCI EAFE ETF |
5 |
| Brookstone Capital Management |
4 |
| TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF |
4 |
| Van Hulzen Asset Management, LLC |
4 |
| Putnam Premier Income Trust |
4 |
| SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F |
4 |
| FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I |
4 |
| GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional |
4 |
| VSR Financial Services, Inc. |
4 |
| First Financial Corp /in/ |
4 |
| STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F |
4 |
| Oddo Bhf Asset Management Sas |
4 |
| CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A |
4 |
| VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF |
4 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A |
4 |
| SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F |
4 |
| Portman Square Capital LLP |
4 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio |
4 |
| PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF |
4 |
| Bruderman Asset Management, LLC |
4 |
| SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I |
4 |
| EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF |
4 |
| Moody Lynn & Lieberson, Llc |
4 |
| Lowe Wealth Advisors, LLC |
4 |
| EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF |
4 |
| PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares |
4 |
| PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares |
4 |
| Riggs Asset Managment Co. Inc. |
4 |
| BRYN MAWR TRUST Co |
4 |
| SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
4 |
| VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares |
4 |
| FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund |
4 |
| ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF |
4 |
| Aviance Capital Management, Llc |
4 |
| EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB |
4 |
| Personal Cfo Solutions, Llc |
4 |
| Cupps Capital Management, LLC |
4 |
| R Squared Ltd |
4 |
| PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares |
4 |
| Axq Capital, Lp |
4 |
| PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF |
4 |
| Meru Capital Group, LP |
4 |
| Pinkerton Retirement Specialists, LLC |
4 |
| ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF |
4 |
| Parkwood LLC |
4 |
| LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A |
4 |
| Concert Wealth Management Inc. |
4 |
| SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F |
4 |
| AGRFX - AB PORTFOLIOS - AB Growth Fund Class A |
4 |
| IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF |
4 |
| CHURCHILL MANAGEMENT Corp |
4 |
| Romano Brothers And Company |
4 |
| Managed Account Series - BlackRock GA Dynamic Equity Fund Class K |
4 |
| FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund |
4 |
| BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES |
4 |
| SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares |
4 |
| USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund |
4 |
| Whipplewood Advisors, LLC |
4 |
| Qrg Capital Management, Inc. |
4 |
| Bluefin Capital Management, Llc |
4 |
| Vivaldi Asset Management, LLC |
4 |
| Tiverton Asset Management Llc |
4 |
| HISIX - HOMESTEAD FUNDS INC - International Equity Fund |
4 |
| WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I |
4 |
| WealthTrak Capital Management LLC |
4 |
| Abn Amro Investment Solutions |
4 |
| Knowledge Leaders Capital, LLC |
4 |
| Principal Street Partners, LLC |
4 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio |
4 |
| USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares |
4 |
| JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV |
4 |
| PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A |
4 |
| GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares |
4 |
| Halpern Financial, Inc. |
4 |
| IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares |
4 |
| Yorktown Management & Research Co Inc |
4 |
| Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A |
4 |
| Amerivest Investment Management LLC |
4 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
4 |
| Livforsakringsbolaget Skandia, Omsesidigt |
4 |
| JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class |
4 |
| FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund |
4 |
| West Branch Capital LLC |
4 |
| FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund |
4 |
| PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF |
4 |
| IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV |
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 |
| Mv Capital Management, Inc. |
4 |
| JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV |
4 |
| OneAscent Financial Services LLC |
4 |
| Xponance, Inc. |
4 |
| CSat Investment Advisory, L.P. |
4 |
| Leuthold Group, Llc |
4 |
| Hound Partners, LLC |
4 |
| Cornerstone Investment Partners, LLC |
4 |
| Whittier Trust Co Of Nevada Inc |
4 |
| Rothschild Asset Management Inc |
4 |
| IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF |
4 |
| RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class |
4 |
| Corient Capital Partners, LLC |
4 |
| ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class |
4 |
| Crosslink Capital Inc |
4 |
| FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund |
4 |
| Sit Investment Associates Inc |
4 |
| CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares |
4 |
| MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund |
4 |
| BlackRock Capital Allocation Trust |
4 |
| FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund |
4 |
| CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares |
4 |
| BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares |
4 |
| GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares |
4 |
| Kcm Investment Advisors Llc |
4 |
| Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund |
4 |
| CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF |
4 |
| Mizuho Asset Management Co.,Ltd. |
4 |
| Jericho Capital Asset Management L.P. |
4 |
| Denver Investment Advisors Llc |
4 |
| Teton Westwood Funds |
4 |
| Artisan Partners Limited Partnership |
4 |
| Zeke Capital Advisors, Llc |
4 |
| OAIEX - Optimum Fund Trust - Optimum International Fund Class A |
4 |
| PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class |
4 |
| Scientech Research LLC |
4 |
| Sandler Capital Management |
4 |
| SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A |
4 |
| MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A |
4 |
| PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A |
4 |
| Clean Yield Group |
4 |
| SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A |
4 |
| South Dakota Investment Council |
4 |
| ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C |
4 |
| VCGAX - VALIC Co I - Growth & Income Fund |
4 |
| PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF |
4 |
| Thomasville National Bank |
4 |
| Profunds - Profund Vp Technology |
4 |
| Integrated Wealth Concepts LLC |
4 |
| PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF |
4 |
| Warren Averett Asset Management, LLC |
4 |
| IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF |
4 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares |
4 |
| Koch Industries Inc |
4 |
| Corbenic Partners LLC |
4 |
| USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund |
4 |
| Kestra Private Wealth Services, Llc |
4 |
| Carolina Wealth Advisors, LLC |
4 |
| Vise Technologies, Inc. |
4 |
| BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio |
4 |
| BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I |
4 |
| FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A |
4 |
| FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund |
4 |
| EAM Global Investors LLC |
4 |
| Caitlin John, LLC |
4 |
| Regent Peak Wealth Advisors LLC |
4 |
| JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF |
4 |
| FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF |
4 |
| UMA Financial Services, Inc. |
4 |
| Chiron Investment Management, LLC |
4 |
| RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF |
4 |
| Allianzgi Convertible & Income Fund Ii |
4 |
| Perennial Investment Advisors, LLC |
4 |
| IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF |
4 |
| Oakworth Capital, Inc. |
4 |
| Allianzgi Convertible & Income Fund |
4 |
| Center for Financial Planning, Inc. |
4 |
| Steel Peak Wealth Management LLC |
4 |
| Carolinas Wealth Consulting Llc |
4 |
| EWG Elevate Inc. |
4 |
| ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A |
4 |
| Illinois Municipal Retirement Fund |
4 |
| Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B |
4 |
| Coastal Bridge Advisors, LLC |
4 |
| Arete Wealth Advisors, LLC |
4 |
| TEPIX - Profunds - Technology Ultrasector Profund Investor Class |
4 |
| Capital Advisory Group Advisory Services, LLC |
4 |
| IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF |
4 |
| PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF |
4 |
| Point72 (DIFC) Ltd |
4 |
| IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF |
4 |
| BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF |
4 |
| HighPoint Advisor Group LLC |
4 |
| GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF |
4 |
| USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares |
4 |
| Beck Bode, LLC |
4 |
| ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R |
4 |
| City State Bank |
4 |
| VCHYX - VALIC Co II - High Yield Bond Fund |
4 |
| Connective Capital Management, LLC |
4 |
| AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class |
4 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
4 |
| FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A |
4 |
| EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A |
4 |
| Absolute Investment Advisers Llc |
4 |
| AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 |
4 |
| UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF |
4 |
| VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W |
4 |
| Reynolds Capital Management Llc |
4 |
| Deerfield Management Company, L.p. (series C) |
4 |
| ACG Wealth |
4 |
| BerganKDV Wealth Management, LLC |
4 |
| Raging Capital Management, LLC |
4 |
| AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 |
4 |
| USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares |
4 |
| JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I |
4 |
| Pictet & Cie (Europe) SA |
4 |
| IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A |
4 |
| Warberg Asset Management LLC |
4 |
| Potomac Capital Management, Inc. |
4 |
| SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A |
4 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA |
4 |
| Gabelli Equity Trust Inc |
4 |
| FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF |
4 |
| AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares |
4 |
| Ethic Inc. |
4 |
| ANDNX - AQR Funds - AQR International Defensive Style Fund Class N |
4 |
| VIEX Capital Advisors, LLC |
4 |
| AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I |
4 |
| QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF |
4 |
| Nicholas Company, Inc. |
4 |
| Alpine Associates Management Inc. |
4 |
| AQINX - AQR Funds - AQR International Equity Fund Class N |
4 |
| SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class |
4 |
| Rotella Capital Management, Inc. |
4 |
| WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF |
4 |
| Fma Advisory Inc |
4 |
| Impact Partnership Wealth, LLC |
4 |
| IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A |
4 |
| LGT Group Foundation |
4 |
| American Funds Insurance Series |
4 |
| WIREX - PFS FUNDS - Wireless Fund |
4 |
| RBB FUND, INC. - Aquarius International Fund |
4 |
| FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund |
4 |
| Delta Lloyd Nv |
4 |
| AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF |
4 |
| Herald Investment Management Ltd |
4 |
| LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A |
4 |
| BUG - Global X Funds - Global X Cybersecurity ETF |
4 |
| GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF |
4 |
| Shelton Capital Management |
4 |
| Franklin Templeton International Trust |
4 |
| CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A |
4 |
| FourThought Financial, LLC |
4 |
| Pictet Asset Management Holding SA |
4 |
| OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund |
4 |
| Atticus Wealth Management, Llc |
4 |
| ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N |
4 |
| RPg Family Wealth Advisory, LLC |
4 |
| Disciplined Investments, LLC |
4 |
| CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A |
4 |
| Third Avenue Variable Series Trust - Third Avenue Value Portfolio |
4 |
| MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A |
4 |
| Heartland Advisors Inc |
4 |
| Rialto Wealth Management, LLC |
4 |
| Farmers & Merchants Investments Inc |
4 |
| Stonegate Investment Group, LLC |
4 |
| Redwood Wealth Management Group, LLC |
4 |
| Thrax Management, LLC |
4 |
| Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF |
4 |
| Fairfield, Bush & Co. |
4 |
| Invenomic Capital Management LP |
4 |
| RPG Investment Advisory, LLC |
4 |
| EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class |
4 |
| Jag Capital Management, Llc |
4 |
| Cypress Wealth Advisors LLC |
4 |
| Strengthening Families & Communities, LLC |
4 |
| First Capital Advisors Group, LLC. |
4 |
| FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund |
4 |
| Alydar Partners Llc |
4 |
| Aviance Capital Partners, LLC |
4 |
| SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A |
4 |
| RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y |
4 |
| CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) |
4 |
| Echo Street Capital Management LLC |
4 |
| Marco Investment Management Llc |
4 |
| CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES |
4 |
| RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S |
4 |
| Greenwood Capital Associates Llc |
4 |
| Vista Equity Partners Management, Llc |
4 |
| PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P |
4 |
| APG Asset Management N.V. |
4 |
| BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF |
4 |
| POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund |
4 |
| ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF |
4 |
| Henry James International Management Inc. |
4 |
| Wakefield Asset Management LLLP |
4 |
| GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III |
4 |
| INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF |
4 |
| Boussard & Gavaudan Investment Management LLP |
4 |
| Paces Ferry Wealth Advisors, Llc |
4 |
| Meiji Yasuda Asset Management Co Ltd. |
4 |
| Rs Investment Management Co Llc |
4 |
| Oakbrook Investments Llc |
4 |
| Tokio Marine Asset Management Co Ltd |
4 |
| Tealwood Asset Management Inc |
4 |
| VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund |
4 |
| Entropy Technologies, LP |
4 |
| SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N |
4 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio |
4 |
| FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund |
4 |
| Joel Isaacson & Co., LLC |
4 |
| Vigilant Capital Management, LLC |
4 |
| Procyon Private Wealth Partners, LLC |
4 |
| Earnest Partners Llc |
4 |
| KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF |
4 |
| Fosun International Ltd |
4 |
| Legacy Financial Advisors, Inc. |
4 |
| Oliver Lagore Vanvalin Investment Group |
4 |
| Liberty Mutual Group Asset Management Inc. |
4 |
| Old Point Trust & Financial Services N A |
4 |
| Peregrine Asset Advisers, Inc. |
4 |
| Blackrock Credit Allocation Income Trust |
4 |
| Peconic Partners Llc |
4 |
| Camarda Financial Advisors, LLC |
4 |
| Rainier Investment Management Llc |
4 |
| Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A |
4 |
| NewSquare Capital LLC |
4 |
| FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF |
4 |
| Gryphon Financial Partners LLC |
4 |
| RBB FUND, INC. - Adara Smaller Companies Fund |
4 |
| Piermont Capital Management LLC |
4 |
| Perkins Capital Management Inc |
4 |
| SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF |
4 |
| Archford Capital Strategies, LLC |
4 |
| Horan Securities, Inc. |
4 |
| Green Square Capital Advisors Llc |
4 |
| RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A |
4 |
| Columbia Seligman Premium Technology Growth Fund, Inc. |
4 |
| Glen Eagle Advisors, LLC |
4 |
| Cordasco Financial Network |
4 |
| MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares |
4 |
| Gideon Capital Advisors, Inc. |
4 |
| Sophrosyne Capital Llc |
4 |
| Americana Partners, LLC |
4 |
| APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares |
4 |
| 1492 Capital Management LLC |
4 |
| PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class |
4 |
| DiNuzzo Private Wealth, Inc. |
4 |
| MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class |
4 |
| RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A |
4 |
| GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF |
4 |
| MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares |
4 |
| NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
4 |
| AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class |
4 |
| HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund |
4 |
| IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF |
4 |
| Philadelphia Trust Co |
4 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 |
4 |
| Groupama Asset Managment |
4 |
| Ingalls & Snyder Llc |
4 |
| Stonebridge Financial Group, LLC |
4 |
| Cherry Tree Wealth Management, LLC |
4 |
| HighMark Wealth Management LLC |
4 |
| Mutual Advisors, LLC |
4 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A |
4 |
| Taylor Frigon Capital Management LLC |
4 |
| Enterprise Trust & Investment Co |
4 |
| TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund |
4 |
| WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio |
4 |
| Kepos Capital LP |
4 |
| BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional |
4 |
| WR Wealth Planners, LLC |
4 |
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB |
4 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB |
4 |
| Sfmg, Llc |
4 |
| Trust Investment Advisors |
4 |
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A |
4 |
| IWB - iSHARES TRUST - iShares Russell 1000 ETF |
4 |
| Moloney Securities Asset Management, LLC |
4 |
| AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF |
4 |
| AdvisorShares Investments LLC |
4 |
| Argent Capital Management Llc |
4 |
| Liontrust Investment Partners LLP |
4 |
| Baystate Wealth Management LLC |
4 |
| Advanced Series Trust - Ast International Growth Portfolio |
4 |
| Meadow Creek Investment Management LLC |
4 |
| IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF |
4 |
| DnB Asset Management AS |
4 |
| STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF |
4 |
| 25 Llc |
4 |
| FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A |
4 |
| Maple Securities Usa Inc |
4 |
| Park Place Capital Corp |
4 |
| RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E |
4 |
| Oder Investment Management, LLC |
4 |
| WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A |
4 |
| SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF |
4 |
| Allegheny Financial Group LTD |
4 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A |
4 |
| MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio |
4 |
| Exane Asset Management |
4 |
| Dfa Investment Dimensions Group Inc - Va International Value Portfolio |
4 |
| PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF |
4 |
| QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 |
4 |
| Clark Capital Management Group, Inc. |
4 |
| Intellectus Partners, LLC |
4 |
| Archer Investment Corp |
4 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P |
4 |
| HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF |
4 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional |
4 |
| Magee Thomson Investment Partners Llc |
4 |
| Bleakley Financial Group, LLC |
4 |
| VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares |
4 |
| Fjarde Ap-fonden /fourth Swedish National Pension Fund |
4 |
| ATVPX - ALGER FUNDS - Alger 35 Fund Class P |
4 |
| JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) |
4 |
| AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF |
4 |
| Private Ocean, LLC |
4 |
| VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares |
4 |
| Blackrock Multi-sector Income Trust |
4 |
| ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF |
4 |
| Inspire Advisors, LLC |
4 |
| TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund |
4 |
| STLC - iSHARES TRUST - iShares Factors US Blend Style ETF |
4 |
| Crawford Lake Capital Management, LLC |
4 |
| Cigna Investments Inc /new |
4 |
| Carl Domino Inc |
4 |
| NINE MASTS CAPITAL Ltd |
4 |
| FEDERATED CORE TRUST - Federated Bank Loan Core Fund |
4 |
| Arcadia Investment Management Corp/mi |
4 |
| FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund |
4 |
| Polar Capital Holdings Plc |
4 |
| Fortis Advisors, LLC |
4 |
| Td Private Client Wealth Llc |
4 |
| Lenox Wealth Advisors, LLC |
4 |
| PFG Investments, LLC |
4 |
| Moneta Group Investment Advisors Llc |
4 |
| IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I |
4 |
| IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I |
4 |
| IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV |
4 |
| GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa |
4 |
| AGF Investments LLC |
4 |
| Scge Management, L.p. |
4 |
| Northwest & Ethical Investments L.P. |
4 |
| IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV |
4 |
| AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A |
4 |
| DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF |
4 |
| OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF |
4 |
| DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF |
4 |
| Miracle Mile Advisors, LLC |
4 |
| Interchange Capital Partners, LLC |
4 |
| TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A |
4 |
| Dfa Investment Trust Co - The Dfa International Value Series |
4 |
| Gdl Fund |
4 |
| Alliancebernstein Global High Income Fund Inc |
4 |
| Investors Research Corp |
4 |
| Heritage Wealth Advisors |
4 |
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A |
4 |
| Todd Asset Management Llc |
4 |
| Almanack Investment Partners, LLC. |
4 |
| Baltimore-Washington Financial Advisors, Inc. |
4 |
| FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund |
4 |
| New Wave Wealth Advisors Llc |
4 |
| Paradigm Capital Management Inc/ny |
4 |
| Tradition Wealth Management, LLC |
4 |
| Rathbone Brothers plc |
4 |
| West Paces Advisors Inc. |
4 |
| PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares |
4 |
| CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A |
4 |
| Aptus Capital Advisors, LLC |
4 |
| Falcon Point Capital, Llc |
4 |
| Private Wealth Management Group, LLC |
4 |
| IYW - iSHARES TRUST - iShares U.S. Technology ETF |
4 |
| First City Capital Management, Inc. |
4 |
| Shell Asset Management Co |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class |
4 |
| TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S |
4 |
| BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional |
4 |
| Tlp Group Llc |
4 |
| Delek Group, Ltd. |
4 |
| Discovery Capital Management, Llc / Ct |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class |
4 |
| FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund |
4 |
| Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class |
4 |
| AKGAX - AB BOND FUND, INC. - AB Income Fund Class A |
4 |
| Capital Research Global Investors |
4 |
| Apollon Wealth Management, LLC |
4 |
| Gladstone Institutional Advisory LLC |
4 |
| NinePointTwo Capital |
4 |
| III Capital Management |
4 |
| Delta Asset Management Llc/tn |
4 |
| PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares |
4 |
| VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares |
4 |
| YorkBridge Wealth Partners, LLC |
4 |
| Credit Industriel Et Commercial |
4 |
| NuWave Investment Management, LLC |
4 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class |
4 |
| Cornerstone Planning Group LLC |
4 |
| Merit Financial Group, LLC |
4 |
| Steward Financial Group LLC |
4 |
| PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - |
4 |
| DAVENPORT & Co LLC |
4 |
| Qs Batterymarch Financial Management, Inc |
4 |
| Blume Capital Management, Inc. |
4 |
| BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class |
4 |
| SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 |
4 |
| Zurich Insurance Group Ltd/FI |
4 |
| Spouting Rock Asset Management, LLC |
4 |
| Harbert Fund Advisors, Inc. |
4 |
| FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund |
4 |
| Kiley Juergens Wealth Management, Llc |
4 |
| RBF Capital, LLC |
4 |
| ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class |
4 |
| Cranbrook Wealth Management, LLC |
4 |
| Sanctuary Advisors, LLC |
4 |
| Groupe la Francaise |
4 |
| Pitcairn Co |
4 |
| Denali Advisors Llc |
4 |
| Barings Llc |
4 |
| Innealta Capital, Llc |
4 |
| HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF |
4 |
| Sii Investments Inc/wi |
4 |
| WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class |
4 |
| Voya International High Dividend Equity Income Fund |
4 |
| GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF |
4 |
| Hatteras Alternative Mutual Funds, LLC |
4 |
| First Foundation Advisors |
4 |
| FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund |
4 |
| Investors Capital Advisory Services |
4 |
| Achmea Investment Management B.V. |
4 |
| SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares |
4 |
| K.J. Harrison & Partners Inc |
4 |
| MANA Advisors LLC |
4 |
| Conning Inc. |
4 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) |
4 |
| Flossbach Von Storch Ag |
4 |
| Sachetta, LLC |
4 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) |
4 |
| Marquette Asset Management, LLC |
4 |
| Zions Bancorporation |
4 |
| United Asset Strategies, Inc. |
4 |
| Neo Ivy Capital Management |
4 |
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio |
4 |
| Pax World Management Llc |
4 |
| CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF |
4 |
| Anchor Investment Management, LLC |
4 |
| CWA Asset Management Group, LLC |
4 |
| GHP Investment Advisors, Inc. |
4 |
| Thornburg Investment Management Inc |
4 |
| Ossiam |
4 |
| Paradigm Asset Management Co Llc |
4 |
| SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund |
4 |
| Jamison Private Wealth Management, Inc. |
4 |
| Putnam Master Intermediate Income Trust |
4 |
| INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF |
4 |
| Ostrum Asset Management |
4 |
| Farallon Capital Management Llc |
4 |
| Citizens Financial Group Inc/ri |
4 |
| Highland Capital Management, Llc |
4 |
| HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C |
4 |
| Needham Investment Management Llc |
4 |
| Jnl Series Trust - Jnl/crescent High Income Fund (a) |
4 |
| Financial Counselors Inc |
4 |
| Addison Advisors LLC |
4 |
| BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF |
4 |
| Atlantic Trust, LLC |
4 |
| FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A |
4 |
| Robeco Institutional Asset Management B.V. |
4 |
| Nissay Asset Management Corp /japan/ /adv |
4 |
| Meiji Yasuda Life Insurance Co |
4 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF |
4 |
| McAdam, LLC |
4 |
| ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF |
4 |
| Tiger Global Management Llc |
4 |
| SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) |
4 |
| Savant Capital, LLC |
4 |
| PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class |
4 |
| CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares |
4 |
| Hemington Wealth Management |
4 |
| Columbia Partners L L C Investment Management |
4 |
| First Command Advisory Services, Inc. |
4 |
| RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y |
4 |
| Hollencrest Capital Management |
4 |
| GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A |
4 |
| AWM Investment Company, Inc. |
4 |
| First Western Capital Management Co |
4 |
| Pinz Capital Management, LP |
4 |
| Comerica Securities Inc |
4 |
| GIIYX - GuideStone Funds - International Equity Index Fund Institutional |
4 |
| BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund |
4 |
| HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF |
4 |
| ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class |
4 |
| BlackRock ETF Trust - BlackRock Future Tech ETF |
4 |
| Jain Global LLC |
4 |
| ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF |
4 |
| CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund |
4 |
| FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares |
4 |
| AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I |
4 |
| PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 |
4 |
| Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 |
4 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 |
4 |
| Caxton Associates Llp |
4 |
| DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF |
4 |
| SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A |
4 |
| Mohican Financial Management, LLC |
4 |
| Avalon Advisors, Llc |
4 |
| USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF |
4 |
| FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF |
4 |
| Guggenheim Active Allocation Fund |
4 |
| Silverback Asset Management Llc |
4 |
| Myriad Asset Management Ltd. |
4 |
| SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional |
4 |
| Blackstone Group Inc |
4 |
| PGGM Investments |
4 |
| Pallas Capital Advisors LLC |
4 |
| Caldwell Securities, Inc |
4 |
| McGlone Suttner Wealth Management, Inc. |
4 |
| Continuum Advisory, LLC |
4 |
| Atwood & Palmer Inc |
4 |
| DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio |
4 |
| SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF |
4 |
| NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A |
4 |
| Wealth Quarterback LLC |
4 |
| Balter Liquid Alternatives, LLC |
4 |
| Claro Advisors LLC |
4 |
| ROM - PROSHARES TRUST - ProShares Ultra Technology |
4 |
| Elkfork Partners LLC |
4 |
| VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A |
4 |
| MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class |
4 |
| Quantum Capital Management |
4 |
| Light Street Capital Management, Llc |
4 |
| SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF |
4 |
| FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF |
4 |
| DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio |
4 |
| Weil Company, Inc. |
4 |
| Everence Capital Management Inc |
4 |
| Sterling Ridge Capital Management LP |
4 |
| Syon Capital Llc |
4 |
| FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF |
4 |
| Criterion Capital Management Llc |
4 |
| GeoWealth Management, LLC |
4 |
| Mountain Capital Investment Advisors, Inc |
4 |
| DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A |
4 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II |
4 |
| DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class |
4 |
| Burney Co/ |
4 |
| XT - iSHARES TRUST - iShares Exponential Technologies ETF |
4 |
| DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A |
4 |
| Dixon Hughes Goodman Wealth Advisors LLC |
4 |
| BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF |
4 |
| Covington Capital Management |
4 |
| Mid Atlantic Financial Management Inc/adv |
4 |
| Ajo, Lp |
4 |
| DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A |
4 |
| DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A |
4 |
| Cortina Asset Management, LLC |
4 |
| WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A |
4 |
| RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. |
4 |
| Partnervest Advisory Services LLC |
4 |
| Claris Advisors, Llc / Mo / |
4 |
| Azzad Asset Management Inc /adv |
4 |
| TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A |
4 |
| Congress Wealth Management LLC / DE / |
4 |
| Open Field Capital LLC |
4 |
| FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund |
4 |
| TrimTabs Asset Management, LLC |
4 |
| SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C |
4 |
| Trustmark National Bank Trust Department |
4 |
| BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares |
4 |
| PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class |
4 |
| Edge Advisors, Llc |
4 |
| Counterpoint Mutual Funds LLC |
4 |
| Csenge Advisory Group |
4 |
| AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A |
4 |
| Tuscan Ridge Asset Management Llc |
4 |
| Mizuho Trust & Banking Co., Ltd. |
4 |
| Baader Bank INC |
4 |
| Roble, Belko & Company, Inc |
4 |
| Boston Financial Mangement Llc |
4 |
| RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I |
4 |
| Murchinson Ltd. |
4 |
| Dfa Investment Dimensions Group Inc - Va International Small Portfolio |
4 |
| VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares |
4 |
| Royal Fund Management, LLC |
4 |
| Horizon Investments, LLC |
4 |
| Princeton Global Asset Management LLC |
4 |
| SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 |
4 |
| Wbi Investments, Inc. |
4 |
| XR Securities LLC |
4 |
| Hall Laurie J Trustee |
4 |
| FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF |
4 |
| Kayne Anderson Rudnick Investment Management Llc |
4 |
| GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class |
4 |
| Raymond James Trust N.a. |
4 |
| Plato Investment Management Ltd |
4 |
| Aster Capital Management (DIFC) Ltd |
4 |
| EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF |
4 |
| FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund |
4 |
| Treasurer of the State of North Carolina |
4 |
| Financial Synergies Wealth Advisors, Inc. |
4 |
| Machina Capital S.a.s. |
4 |
| Hartford Investment Management Co |
4 |
| Voya Global Advantage & Premium Opportunity Fund |
4 |
| Cerebellum GP, LLC |
4 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 |
4 |
| Westfield Capital Management Co Lp |
4 |
| LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A |
4 |
| Bridgecreek Investment Management, LLC |
4 |
| Stephens Consulting, LLC |
4 |
| Voya Global Equity Dividend & Premium Opportunity Fund |
4 |
| VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares |
4 |
| Dorsey & Whitney Trust CO LLC |
4 |
| Eisler Capital (UK) Ltd. |
4 |
| Kore Private Wealth LLC |
4 |
| BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N |
4 |
| Adviser Investments LLC |
4 |
| SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund |
4 |
| HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares |
4 |
| Catalyst Funds Management Pty Ltd |
4 |
| HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares |
4 |
| BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N |
4 |
| PharVision Advisers, LLC |
4 |
| ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A |
4 |
| NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A |
4 |
| Twin Peaks Wealth Advisors, LLC |
4 |
| LMR Master Fund Ltd |
4 |
| GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A |
4 |
| Wagner Wealth Management, Llc |
4 |
| Grove Bank & Trust |
4 |
| Gulf International Bank (UK) Ltd |
4 |
| Westerly Capital Management, Llc |
4 |
| JNL SERIES TRUST - JNL International Index Fund (I) |
4 |
| QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund |
4 |
| IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A |
4 |
| Certified Advisory Corp |
4 |
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 |
4 |
| Rothschild Investment Corp /il |
4 |
| Cantab Capital Partners LLP |
4 |
| Front Row Advisors LLC |
4 |
| Empowered Funds, LLC |
4 |
| UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares |
4 |
| Kellner Capital, LLC |
4 |
| VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A |
4 |
| PUNK - Series Portfolios Trust - Subversive Metaverse ETF |
4 |
| Meridian Wealth Partners, LLC |
4 |
| DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF |
4 |
| Clear Harbor Asset Management, LLC |
4 |
| GEQIX - GLENMEDE FUND INC - Equity Income Portfolio |
4 |
| AO Asset Management, LLC |
4 |
| TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A |
4 |
| RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y |
4 |
| FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund |
4 |
| First Washington CORP |
4 |
| Legacy Investment Solutions, LLC |
4 |
| Archon Capital Management LLC |
4 |
| Oribel Capital Management, LP |
4 |
| PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A |
4 |
| Amplify ETF Trust - Amplify Thematic All-Stars ETF |
4 |
| PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class |
4 |
| Eminence Capital, Lp |
4 |
| Coppell Advisory Solutions Corp. |
4 |
| WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class |
4 |
| RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares |
4 |
| Legacy Wealth Managment, LLC/ID |
4 |
| Eventide Asset Management, Llc |
4 |
| Vestmark Advisory Solutions, Inc. |
4 |
| Hanson & Doremus Investment Management |
4 |
| AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A |
4 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class |
4 |
| Coastal Investment Advisors, Inc. |
4 |
| Beck Capital Management, Llc |
4 |
| Hartford Series Fund Inc |
3 |
| ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class |
3 |
| ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class |
3 |
| BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class |
3 |
| ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class |
3 |
| Carderock Capital Management Inc |
3 |
| RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund |
3 |
| RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund |
3 |
| AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I |
3 |
| Innovis Asset Management Llc |
3 |
| Fortis Capital Advisors, LLC |
3 |
| Pineridge Advisors LLC |
3 |
| Creekmur Asset Management LLC |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class |
3 |
| Dubuque Bank & Trust Co |
3 |
| BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional |
3 |
| Readystate Asset Management Lp |
3 |
| Birch Grove Capital LP |
3 |
| Broadview Advisors Llc |
3 |
| MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A |
3 |
| THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A |
3 |
| DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF |
3 |
| Rockbridge Investment Management, LCC |
3 |
| PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 |
3 |
| Fairfax Financial Holdings Ltd/ Can |
3 |
| Hoey Investments, Inc |
3 |
| Regents Of The University Of California |
3 |
| Ion Asset Management Ltd. |
3 |
| Premia Global Advisors, Llc |
3 |
| G&S Capital LLC |
3 |
| Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio |
3 |
| MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class |
3 |
| MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class |
3 |
| MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class |
3 |
| SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares |
3 |
| Community Financial Services Group, LLC |
3 |
| Kingfisher Capital LLC |
3 |
| CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund |
3 |
| Parametrica Management Ltd |
3 |
| SCS Capital Management LLC |
3 |
| AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R |
3 |
| TFC Financial Management |
3 |
| Pfs Investments Inc. |
3 |
| FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF |
3 |
| FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF |
3 |
| FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF |
3 |
| William Blair Investment Management, Llc |
3 |
| ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R |
3 |
| FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF |
3 |
| JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF |
3 |
| Phocas Financial Corp. |
3 |
| Blackrock Core Bond Trust |
3 |
| Blackrock Corporate High Yield Fund, Inc. |
3 |
| Mine & Arao Wealth Creation & Management, LLC. |
3 |
| TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class |
3 |
| FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund |
3 |
| Fore Capital, LLC |
3 |
| LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A |
3 |
| GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF |
3 |
| Nbt Bank N A /ny |
3 |
| Kapitalo Investimentos Ltda |
3 |
| DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A |
3 |
| Ninety One UK Ltd |
3 |
| DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A |
3 |
| Cowen Prime Services LLC |
3 |
| DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A |
3 |
| RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A |
3 |
| DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A |
3 |
| Chicago Partners Investment Group LLC |
3 |
| New Mexico Educational Retirement Board |
3 |
| Stonebridge Capital Management Inc |
3 |
| LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A |
3 |
| StoneX Group Inc. |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 |
3 |
| PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A |
3 |
| PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF |
3 |
| Western Asset Management Company, LLC |
3 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 |
3 |
| Range Financial Group LLC |
3 |
| QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class |
3 |
| Fortitude Advisory Group L.L.C. |
3 |
| HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares |
3 |
| DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF |
3 |
| PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF |
3 |
| Green Arrow Capital Management Llc |
3 |
| LBA Wealth Management, LLC |
3 |
| CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund |
3 |
| Pin Oak Investment Advisors Inc |
3 |
| CNB Bank |
3 |
| SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF |
3 |
| PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF |
3 |
| GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF |
3 |
| PWS - Pacer Funds Trust - Pacer WealthShield ETF |
3 |
| SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund |
3 |
| GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional |
3 |
| Capital One, National Association |
3 |
| PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF |
3 |
| Forward Management, LLC |
3 |
| PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares |
3 |
| John G Ullman & Associates Inc |
3 |
| Fagan Associates, Inc. |
3 |
| Fox Hill Wealth Management |
3 |
| WFA of San Diego, LLC |
3 |
| PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF |
3 |
| DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF |
3 |
| Investment House Llc |
3 |
| BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF |
3 |
| JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV |
3 |
| Everest Capital Llc |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 |
3 |
| PACIFIC SELECT FUND - International Equity Income Portfolio Class P |
3 |
| Morgan Dempsey Capital Management Llc |
3 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 |
3 |
| Quantum Private Wealth, LLC |
3 |
| Peoples Financial Services Corp. |
3 |
| ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF |
3 |
| Atlas Private Wealth Advisors |
3 |
| CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A |
3 |
| CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A |
3 |
| MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y |
3 |
| SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF |
3 |
| SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares |
3 |
| Capital World Investors |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 |
3 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 |
3 |
| VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares |
3 |
| Boston Trust Walden Corp |
3 |
| DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class |
3 |
| West Bancorporation Inc |
3 |
| VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares |
3 |
| HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class |
3 |
| Aperture Investors, LLC |
3 |
| Virtus Global Dividend & Income Fund Inc. |
3 |
| Pennsylvania Trust Co |
3 |
| National Pension Service |
3 |
| WMCNX - WILLIAM BLAIR FUNDS - William Blair Macro Allocation Fund Class N |
3 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio |
3 |
| Telemetry Investments, L.L.C. |
3 |
| Strategic Capital Alternatives LLC |
3 |
| Main Management ETF Advisors, LLC |
3 |
| Gateway Investment Advisers Llc |
3 |
| Invesco Senior Income Trust |
3 |
| Eaton Vance Floating-rate Income Trust |
3 |
| USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares |
3 |
| Emerald Investment Partners, Llc |
3 |
| UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares |
3 |
| UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund |
3 |
| SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A |
3 |
| Camden Capital, LLC |
3 |
| TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z |
3 |
| PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A |
3 |
| SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A |
3 |
| LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A |
3 |
| Diversify Advisory Services, LLC |
3 |
| Central Pacific Bank - Trust Division |
3 |
| Whitener Capital Management, Inc. |
3 |
| MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares |
3 |
| Mediolanum International Funds Ltd |
3 |
| Shannon River Fund Management LLC |
3 |
| Castleview Partners, Llc |
3 |
| DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares |
3 |
| LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI |
3 |
| Juncture Wealth Strategies, Llc |
3 |
| SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares |
3 |
| Weaver C. Barksdale & Associates, Inc. |
3 |
| ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S |
3 |
| AIEQ - ETF Managers Trust - AI Powered Equity ETF |
3 |
| RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF |
3 |
| GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class |
3 |
| Spdr S&p 500 Etf Trust |
3 |
| GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class |
3 |
| Formula Growth Ltd |
3 |
| GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares |
3 |
| Sienna Gestion |
3 |
| GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class |
3 |
| RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF |
3 |
| BlackRock Science & Technology Trust II |
3 |
| Fulcrum Asset Management LLP |
3 |
| Change Path, LLC |
3 |
| IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund |
3 |
| James Investment Research Inc |
3 |
| NorthRock Partners, LLC |
3 |
| Flow Traders U.s. Llc |
3 |
| Searle & Co. |
3 |
| ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A |
3 |
| PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A |
3 |
| Cavalier Investments, LLC |
3 |
| HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares |
3 |
| RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF |
3 |
| Profunds - Profund Vp Large-cap Growth |
3 |
| Gables Capital Management Inc. |
3 |
| Profunds - Profund Vp Bull |
3 |
| Profunds - Profund Vp Ultrabull |
3 |
| LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF |
3 |
| Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF |
3 |
| Swedbank AB |
3 |
| Chesapeake Wealth Management |
3 |
| Itau Unibanco Holding S.A. |
3 |
| LRI Investments, LLC |
3 |
| IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF |
3 |
| FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund |
3 |
| LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF |
3 |
| NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A |
3 |
| Kessler Investment Group, LLC |
3 |
| Morningstar Investment Services LLC |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class |
3 |
| HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF |
3 |
| ANCORA TRUST - Ancora Dividend Value Equity Fund Class I |
3 |
| AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 |
3 |
| IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF |
3 |
| BLPIX - Profunds - Bull Profund Investor Class |
3 |
| SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF |
3 |
| ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF |
3 |
| ULPIX - Profunds - Ultrabull Profund Investor Class |
3 |
| O'Dell Group, LLC |
3 |
| Global Financial Private Client, LLC |
3 |
| Lannebo Fonder Ab |
3 |
| Redpoint Investment Management Pty Ltd |
3 |
| GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional |
3 |
| Mosaic Family Wealth, LLC |
3 |
| JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF |
3 |
| WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF |
3 |
| APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares |
3 |
| OHIO NATIONAL FUND INC - ON Foreign Portfolio |
3 |
| Investment Management Of Virginia Llc |
3 |
| Kelman-Lazarov, Inc. |
3 |
| Simmons Bank |
3 |
| Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class |
3 |
| QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund |
3 |
| Nuveen Fund Advisors, LLC |
3 |
| OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio |
3 |
| SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A |
3 |
| Worldquant Millennium Advisors Llc |
3 |
| LGPIX - Profunds - Large-cap Growth Profund Investor Class |
3 |
| SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF |
3 |
| PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF |
3 |
| KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF |
3 |
| PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF |
3 |
| Cozad Asset Management Inc |
3 |
| Pacifica Partners Inc. |
3 |
| Western Pacific Wealth Management, LP |
3 |
| Pinnacle Financial Partners Inc |
3 |
| SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I |
3 |
| BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares |
3 |
| Ibex Wealth Advisors |
3 |
| ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class |
3 |
| PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF |
3 |
| FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A |
3 |
| USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A |
3 |
| HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class |
3 |
| Brandes Investment Partners, Lp |
3 |
| LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class |
3 |
| NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A |
3 |
| Canton Hathaway, LLC |
3 |
| CATH - Global X Funds - Global X S&P 500 Catholic Values ETF |
3 |
| BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF |
3 |
| NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares |
3 |
| LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A |
3 |
| Jackson Creek Investment Advisors LLC |
3 |
| Harvard Management Co Inc |
3 |
| MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B |
3 |
| MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class |
3 |
| Morgens Waterfall Vintiadis & Co Inc |
3 |
| Kavar Capital Partners, LLC |
3 |
| MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class |
3 |
| Cedar Mountain Advisors, LLC |
3 |
| S. Muoio & Co. Llc |
3 |
| MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class |
3 |
| NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A |
3 |
| NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A |
3 |
| NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A |
3 |
| AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class |
3 |
| CR Intrinsic Investors, LLC |
3 |
| AIA Investment Management Private Ltd |
3 |
| Securian Asset Management, Inc |
3 |
| Impax Asset Management Group plc |
3 |
| Cfm Wealth Partners Llc |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class |
3 |
| NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A |
3 |
| NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A |
3 |
| GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A |
3 |
| WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES |
3 |
| Horrell Capital Management, Inc. |
3 |
| Redhawk Wealth Advisors, Inc. |
3 |
| Counsel Portfolio Services Inc. |
3 |
| Sand Grove Capital Management LLP |
3 |
| LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares |
3 |
| CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A |
3 |
| NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A |
3 |
| L & S Advisors Inc |
3 |
| CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I |
3 |
| SCIJ - Global X Funds - Global X Scientific Beta Japan ETF |
3 |
| Croft-leominster Inc |
3 |
| River & Mercantile Asset Management Llp |
3 |
| CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A |
3 |
| FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF |
3 |
| DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I |
3 |
| Peak Asset Management, LLC |
3 |
| TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R |
3 |
| Cambridge Trust Co |
3 |
| Alta Park Capital, LP |
3 |
| JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A |
3 |
| Kiwi Wealth Investments Limited Partnership |
3 |
| Johnson Investment Counsel Inc |
3 |
| TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A |
3 |
| tru Independence LLC |
3 |
| SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A |
3 |
| Forsta Ap-fonden |
3 |
| Rubric Capital Management LP |
3 |
| Angelo Gordon & Co., L.p. |
3 |
| Scout Investments, Inc. |
3 |
| PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund |
3 |
| PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 |
3 |
| PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 |
3 |
| Yakira Capital Management, Inc. |
3 |
| Fifth Third Wealth Advisors LLC |
3 |
| Matarin Capital Management, LLC |
3 |
| FDMAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Communications Equipment Fund Class A |
3 |
| Ellis Investment Partners, LLC |
3 |
| Cm Wealth Advisors Llc |
3 |
| SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 |
3 |
| PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares |
3 |
| XYLD - Global X Funds - Global X S&P 500 Covered Call ETF |
3 |
| Crestwood Advisors Group LLC |
3 |
| Chartwell Investment Partners/pa |
3 |
| First Pacific Financial |
3 |
| PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 |
3 |
| SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares |
3 |
| J. Safra Sarasin Holding AG |
3 |
| SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 |
3 |
| PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 |
3 |
| Kings Path Partners LLC |
3 |
| Walled Lake Planning & Wealth Management, Llc |
3 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
3 |
| SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A |
3 |
| Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I |
3 |
| MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF |
3 |
| Duncker Streett & Co Inc |
3 |
| Scout Funds |
3 |
| Level Four Advisory Services, Llc |
3 |
| Glen Harbor Capital Management LLC |
3 |
| Syquant Capital Sas |
3 |
| Tyers Asset Management LLC |
3 |
| Charter Trust Co |
3 |
| Grandview Asset Management LLC |
3 |
| Neuburgh Advisers LLC |
3 |
| Mn Services Vermogensbeheer B.V. |
3 |
| Century Capital Management, LLC |
3 |
| Formidable Asset Management, LLC |
3 |
| Opal Wealth Advisors, LLC |
3 |
| Seaport Global Asset Management Llc |
3 |
| Annapolis Financial Services, LLC |
3 |
| FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund |
3 |
| Beacon Capital Management, Inc. |
3 |
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF |
3 |
| SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 |
3 |
| Grey Street Capital, LLC |
3 |
| Fairfield Financial Advisors, LTD |
3 |
| Privium Fund Management (UK) Ltd |
3 |
| Achievement Holdings L.P. |
3 |
| Altus Wealth Group LLC |
3 |
| Braun Stacey Associates Inc |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 |
3 |
| Charter Oak Capital Management, LLC |
3 |
| Wd Rutherford Llc |
3 |
| Lumature Wealth Partners, LLC |
3 |
| Banco Santander, S.A. |
3 |
| Meridian Wealth Management, LLC |
3 |
| OneAscent Wealth Management LLC |
3 |
| Costello Asset Management, INC |
3 |
| Ipswich Investment Management Co., Inc. |
3 |
| IFM Investors Pty Ltd |
3 |
| Flaharty Asset Management, LLC |
3 |
| Cornerstone Capital Management Llc |
3 |
| TD Capital Management LLC |
3 |
| Cromwell Holdings LLC |
3 |
| Financial Advisors Network, Inc. |
3 |
| LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A |
3 |
| VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares |
3 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 |
3 |
| HB Wealth Management, LLC |
3 |
| GSB Wealth Management, LLC |
3 |
| Sargent Investment Group, LLC |
3 |
| Amplius Wealth Advisors, LLC |
3 |
| VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares |
3 |
| John Hancock Investors Trust |
3 |
| Glenview Trust Co |
3 |
| Kestra Investment Management, LLC |
3 |
| Alpha DNA Investment Management LLC |
3 |
| Baillie Gifford & Co |
3 |
| Next Capital Management LLC |
3 |
| RWM Asset Management, LLC |
3 |
| VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares |
3 |
| GROW Partners, LLC |
3 |
| Aaron Wealth Advisors LLC |
3 |
| VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares |
3 |
| Frank, Rimerman Advisors LLC |
3 |
| Mizuho Securities Co. Ltd. |
3 |
| VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares |
3 |
| Investment Management Corp of Ontario |
3 |
| FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund |
3 |
| Pinnacle Bancorp, Inc. |
3 |
| Standard Family Office LLC |
3 |
| Gerstein Fisher |
3 |
| Rosenberg Matthew Hamilton |
3 |
| EULAV Asset Management |
3 |
| Morse Asset Management, Inc |
3 |
| Gmt Capital Corp |
3 |
| Sustainable Insight Capital Management, LLC |
3 |
| PenderFund Capital Management Ltd. |
3 |
| Kowal Investment Group, LLC |
3 |
| Clal Insurance Enterprises Holdings Ltd |
3 |
| La Banque Postale Asset Management SA |
3 |
| Oppenheimer Quest For Value Funds |
3 |
| Retirement Group, LLC |
3 |
| InTrack Investment Management Inc |
3 |
| Ivory Investment Management, Llc |
3 |
| Orion Capital Management LLC |
3 |
| AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A |
3 |
| VCLO - Simplify Exchange Traded Funds - Simplify Volt Cloud and Cybersecurity Disruption ETF |
3 |
| Sugarloaf Wealth Management, LLC |
3 |
| MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares |
3 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 |
3 |
| HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class |
3 |
| GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF |
3 |
| MARSHALL WACE ASIA Ltd |
3 |
| DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio |
3 |
| Circle Wealth Management, LLC |
3 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class |
3 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 |
3 |
| Thomas White International Ltd |
3 |
| Patron Partners Advisors, Llc |
3 |
| Tdam Usa Inc. |
3 |
| REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y |
3 |
| B. Metzler seel. Sohn & Co. Holding AG |
3 |
| Syverson Strege & Co |
3 |
| Rokos Capital Management LLP |
3 |
| Semmax Financial Advisors Inc. |
3 |
| SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A |
3 |
| Zullo Investment Group, Inc. |
3 |
| VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C |
3 |
| Bay Harbor Wealth Management, LLC |
3 |
| Seeyond |
3 |
| FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund |
3 |
| Bfsg, Llc |
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 |
| SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) |
3 |
| LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 |
3 |
| Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF |
3 |
| Brave Asset Management Inc |
3 |
| Renaissance Group Llc |
3 |
| SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A |
3 |
| Mirova |
3 |
| ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M |
3 |
| O'Shares Investment Advisers, LLC |
3 |
| Peloton Wealth Strategists |
3 |
| Carroll Investors, Inc |
3 |
| ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M |
3 |
| TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class |
3 |
| DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class |
3 |
| Ashfield Capital Partners, LLC |
3 |
| Dsm Capital Partners Llc |
3 |
| Rock Creek Group, LP |
3 |
| ORG Wealth Partners, LLC |
3 |
| DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES |
3 |
| Fullerton Fund Management Co Ltd |
3 |
| Harbourvest Partners Llc |
3 |
| WealthTrust Axiom LLC |
3 |
| Harvest Investment Services, LLC |
3 |
| Athos Capital Ltd |
3 |
| FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund |
3 |
| GMEZX - GuideStone Funds - Impact Equity Fund Investor |
3 |
| Chilton Investment Co Llc |
3 |
| TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class |
3 |
| TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF |
3 |
| Opti Capital Management, Lp |
3 |
| Delta Lloyd Asset Management N.v. |
3 |
| Salomon & Ludwin, LLC |
3 |
| Outlook Wealth Advisors, LLC |
3 |
| Axxcess Wealth Management, Llc |
3 |
| Guardian Capital Lp |
3 |
| Strategic Blueprint, LLC |
3 |
| Marshall Financial Group LLC |
3 |
| McClarren Financial Advisors, Inc. |
3 |
| NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A |
3 |
| AXS Investments LLC |
3 |
| Pensionmark Financial Group, Llc |
3 |
| Principia Wealth Advisory, LLC |
3 |
| Lapides Asset Management, LLC |
3 |
| NewEdge Wealth, LLC |
3 |
| Hilltop Holdings Inc. |
3 |
| Red Door Wealth Management, LLC |
3 |
| VisionPoint Advisory Group, LLC |
3 |
| Harber Asset Management Llc |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio |
3 |
| CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF |
3 |
| Wealthfront Advisers Llc |
3 |
| USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF |
3 |
| Edge Capital Group, LLC |
3 |
| Legal Advantage Investments, Inc. |
3 |
| SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF |
3 |
| Highline Wealth Partners Llc |
3 |
| GGIIX - GuideStone Funds - Global Impact Fund Investor |
3 |
| FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund |
3 |
| ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF |
3 |
| Mangrove Partners |
3 |
| DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A |
3 |
| FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund |
3 |
| HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF |
3 |
| Epoch Investment Partners, Inc. |
3 |
| WCBR - WisdomTree Trust - WisdomTree Cybersecurity Fund N/A |
3 |
| SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF |
3 |
| Willis Investment Counsel |
3 |
| Accel Wealth Management |
3 |
| Donoghue Forlines LLC |
3 |
| Western Wealth Management, LLC |
3 |
| Saturna Capital CORP |
3 |
| Castle Creek Arbitrage, LLC |
3 |
| PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF |
3 |
| American Financial Network Advisory Services Llc |
3 |
| GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A |
3 |
| Harwood Advisory Group, LLC |
3 |
| BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF |
3 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF |
3 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF |
3 |
| Voleon Capital Management Lp |
3 |
| Fore Research & Management, LP |
3 |
| Eaton Vance Tax-managed Diversified Equity Income Fund |
3 |
| Siemens Fonds Invest GmbH |
3 |
| Aequim Alternative Investments LP |
3 |
| Heritage Wealth Management, Llc |
3 |
| Legacy Advisors, LLC |
3 |
| Close Asset Management Ltd |
3 |
| IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF |
3 |
| Eaton Vance Senior Floating Rate Trust |
3 |
| Advisors Capital Management, LLC |
3 |
| Total Investment Management Inc |
3 |
| Brighton Jones Llc |
3 |
| Redwood Investments, LLC |
3 |
| Quartz Partners, LLC |
3 |
| XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF |
3 |
| Columbia Asset Management |
3 |
| Azimuth Capital Management LLC |
3 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio |
3 |
| Spearhead Capital Advisors, Llc |
3 |
| FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A |
3 |
| Roubaix Capital, LLC |
3 |
| Delos Wealth Advisors, LLC |
3 |
| NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF |
3 |
| Jat Capital Management, L.p. |
3 |
| HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF |
3 |
| CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF |
3 |
| RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF |
3 |
| Sage Mountain Advisors LLC |
3 |
| Pillar Pacific Capital Management Llc |
3 |
| Stux Capital Management, LLC |
3 |
| Ballew Advisors, Inc |
3 |
| Prestige Wealth Management Group LLC |
3 |
| Accurate Wealth Management, LLC |
3 |
| BYOB - Tidal ETF Trust - SoFi Gig Economy ETF |
3 |
| Lighthouse Investment Partners, LLC |
3 |
| JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF |
3 |
| Cobblestone Capital Advisors Llc /ny/ |
3 |
| Lester Murray Antman dba SimplyRich |
3 |
| Allstate Corp |
3 |
| Empirical Finance, LLC |
3 |
| Legg Mason Asset Management (Japan) Co., Ltd. |
3 |
| Gabelli Equity Series Funds Inc |
3 |
| PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A |
3 |
| Scopus Asset Management, L.p. |
3 |
| FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund |
3 |
| FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund |
3 |
| Crescent Capital Consulting, LLC |
3 |
| LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund |
3 |
| Comerica Securities,inc. |
3 |
| Ibex Investors LLC |
3 |
| SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares |
3 |
| OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF |
3 |
| Zazove Associates Llc |
3 |
| Iron Horse Wealth Management, LLC |
3 |
| Privium Fund Management B.V. |
3 |
| IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O |
3 |
| Golden State Wealth Management, LLC |
3 |
| ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF |
3 |
| Future Fund LLC |
3 |
| FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund |
3 |
| Invesco High Income Trust Ii |
3 |
| FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF |
3 |
| Ninety One SA (PTY) Ltd |
3 |
| FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund |
3 |
| Davide Leone & Partners Investment Co Ltd. |
3 |
| Forum Financial Management, LP |
3 |
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. |
3 |
| OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF |
3 |
| PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF |
3 |
| Shilanski & Associates, Inc. |
3 |
| OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF |
3 |
| Cim Investment Mangement Inc |
3 |
| Omni Partners Llp |
3 |
| DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF |
3 |
| Jump Trading, Llc |
3 |
| NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N |
3 |
| Central Bank & Trust Co |
3 |
| Solaris Asset Management Llc |
3 |
| ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF |
3 |
| Jasper Ridge Partners, L.P. |
3 |
| TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class |
3 |
| ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF |
3 |
| Cribstone Capital Management, LLC |
3 |
| Buckingham Strategic Wealth, Llc |
3 |
| Twin Focus Capital Partners, Llc |
3 |
| Spectrum Management Group, LLC |
3 |
| HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A |
3 |
| TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class |
3 |
| Bienville Capital Management, LLC |
3 |
| Byrne Asset Management LLC |
3 |
| EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF |
3 |
| HBW Advisory Services LLC |
3 |
| Punch & Associates Investment Management, Inc. |
3 |
| EWJ - iShares, Inc. - iShares MSCI Japan ETF |
3 |
| Bank Of Hawaii |
3 |
| Kovitz Investment Group Partners, LLC |
3 |
| Whitebox Mutual Funds |
3 |
| EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF |
3 |
| XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF |
3 |
| ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R |
3 |
| TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class |
3 |
| Anchor Capital Advisors Llc |
3 |
| Kentucky Retirement Systems Insurance Trust Fund |
3 |
| FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% |
3 |
| Nemes Rush Group LLC |
3 |
| Becker Capital Management Inc |
3 |
| Ramius Advisors Llc |
3 |
| JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF |
3 |
| Ambassador Advisors, LLC |
3 |
| MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A |
3 |
| Independent Solutions Wealth Management, LLC |
3 |
| Cowen Investment Management LLC |
3 |
| EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF |
3 |
| GV Financial Advisors |
3 |
| DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF |
3 |
| RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A |
3 |
| MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares |
3 |
| RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S |
3 |
| Scott & Selber, Inc. |
3 |
| Lakeview Capital Partners, LLC |
3 |
| Davis Selected Advisers |
3 |
| First Interstate Bank |
3 |
| Knight Capital Group, Inc. |
3 |
| Banco BTG Pactual S.A. |
3 |
| Strategic Global Advisors, LLC |
3 |
| HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF |
3 |
| Decker Retirement Planning Inc. |
3 |
| iA Global Asset Management Inc. |
3 |
| RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio |
3 |
| GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio |
3 |
| SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF |
3 |
| Northwest Investment Counselors, Llc |
3 |
| Chartwell Investment Partners, Llc |
3 |
| Ulysses Management LLC |
3 |
| Connor Clark & Lunn Investment Management Ltd |
3 |
| Union Bancaire Privee, UBP SA |
3 |
| DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund |
3 |
| ICA Group Wealth Management, LLC |
3 |
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I |
3 |
| Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I |
3 |
| TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A |
3 |
| Hatteras Funds, LLC |
3 |
| MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I |
3 |
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 |
3 |
| MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N |
3 |
| SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF |
3 |
| Argentus Capital Management, LLC |
3 |
| OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class |
3 |
| Cantor Fitzgerald, L. P. |
3 |
| HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A |
3 |
| Graypoint LLC |
3 |
| VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares |
3 |
| REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF |
3 |
| Northwestern Mutual Investment Services Llc |
3 |
| JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) |
3 |
| Nelson Capital Management, LLC |
3 |
| UniSuper Management Pty Ltd |
3 |
| Lebenthal Asset Management, LLC |
3 |
| JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) |
3 |
| Man Investments Ltd |
3 |
| FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor |
3 |
| Portside Wealth Group, LLC |
3 |
| Anson Funds Management LP |
3 |
| Confluence Wealth Services, Inc. |
3 |
| TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF |
3 |
| JNL SERIES TRUST - JNL/S&P International 5 Fund (A) |
3 |
| Evermay Wealth Management Llc |
3 |
| Shamrock Asset Management LLC |
3 |
| Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) |
3 |
| JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) |
3 |
| ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV |
3 |
| AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF |
3 |
| JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) |
3 |
| SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A |
3 |
| JNL SERIES TRUST - JNL S&P 500 Index Fund (I) |
3 |
| Sierra Ocean, Llc |
3 |
| IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I |
3 |
| MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF |
3 |
| Waratah Capital Advisors Ltd. |
3 |
| VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares |
3 |
| Absolute Capital Management, LLC |
3 |
| CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A |
3 |
| Valentine Capital Asset Management, Inc. |
3 |
| Blackstone / Gso Senior Floating Rate Term Fund |
3 |
| PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A |
3 |
| JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF |
3 |
| NOSIX - Northern Funds - Northern Stock Index Fund |
3 |
| JIAFX - John Hancock Funds II - Income Allocation Fund Class A |
3 |
| JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A |
3 |
| John Hancock Funds II - U.S. Sector Rotation Fund Class NAV |
3 |
| Klingenstein Fields & Co Lp |
3 |
| NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund |
3 |
| NMIEX - Northern Funds - Active M International Equity Fund |
3 |
| NOIGX - Northern Funds - Northern International Equity Fund |
3 |
| JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A |
3 |
| Exos TFP Holdings LLC |
3 |
| Prosperity Wealth Management, Inc. |
3 |
| RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF |
3 |
| MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio |
3 |
| Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF |
3 |
| Johnson Financial Group, Inc. |
3 |
| RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P |
3 |
| RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A |
3 |
| NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class |
3 |
| Edgestream Partners, L.P. |
3 |
| Ada Investment Management, LP |
3 |
| Bp Plc |
3 |
| RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H |
3 |
| John Hancock Funds II - Science & Technology Fund Class NAV |
3 |
| Boulder Hill Capital Management Lp |
3 |
| RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class |
3 |
| RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class |
3 |
| Atika Capital Management LLC |
3 |
| BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K |
3 |
| Colonial Trust Co / SC |
3 |
| BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF |
3 |
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
3 |
| Cape Investment Advisory, Inc. |
3 |
| Clare Market Investments LLC |
3 |
| Arlington Trust Co LLC |
3 |
| Highstreet Asset Management Inc. |
3 |
| VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio |
3 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio |
3 |
| TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class |
3 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC |
3 |
| Burnham Asset Management Corp /ny/ |
3 |
| NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N |
3 |
| ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class |
3 |
| Corsair Capital Management, L.p. |
3 |
| SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF |
3 |
| Alpine Series Trust |
3 |
| SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF |
3 |
| SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF |
3 |
| Ogorek Anthony Joseph /ny/ /adv |
3 |
| Oaktree Diversified Income Fund Inc. |
3 |
| Pier Capital, LLC |
3 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio |
3 |
| Aspiriant, Llc |
3 |
| Rice Hall James & Associates, Llc |
3 |
| BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF |
3 |
| Hershey Trust Co |
3 |
| Greykasell Wealth Strategies, Inc. |
3 |
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio |
3 |
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio |
3 |
| Hartford Financial Management Inc. |
3 |
| Woodmont Investment Counsel Llc |
3 |
| JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I |
3 |
| Hexavest Inc. |
3 |
| QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares |
3 |
| JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A |
3 |
| Generali Asset Management SPA SGR |
3 |
| CSM - PROSHARES TRUST - ProShares Large Cap Core Plus |
3 |
| GFS Advisors, LLC |
3 |
| NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N |
3 |
| HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A |
3 |
| ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio |
3 |
| GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A |
3 |
| Roumell Asset Management, LLC |
3 |
| SSO - PROSHARES TRUST - ProShares Ultra S&P500 |
3 |
| BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF |
3 |
| UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 |
3 |
| B. Riley Financial, Inc. |
3 |
| AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF |
3 |
| NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N |
3 |
| Paragon Capital Management Ltd |
3 |
| PACIFIC SELECT FUND - International Small-Cap Portfolio Class I |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P |
3 |
| Cumberland Partners Ltd |
3 |
| Weatherly Asset Management L. P. |
3 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P |
3 |
| PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I |
3 |
| NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N |
3 |
| PACIFIC SELECT FUND - Equity Index Portfolio Class I |
3 |
| NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N |
3 |
| Norden Group Llc |
3 |
| Torch Wealth Management LLC |
3 |
| AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A |
3 |
| STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class |
3 |
| XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF |
3 |
| HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares |
3 |
| Annis Gardner Whiting Capital Advisors, LLC |
3 |
| SRS Investment Management, LLC |
3 |
| SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F |
3 |
| Eaton Vance Tax-managed Global Buy-write Opportunities Fund |
3 |
| SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F |
3 |
| SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F |
3 |
| Envestnet Portfolio Solutions, Inc. |
3 |
| SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I |
3 |
| BIT Capital GmbH |
3 |
| HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF |
3 |
| SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F |
3 |
| SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F |
3 |
| SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F |
3 |
| 361 Capital Llc |
3 |
| SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I |
3 |
| DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A |
3 |
| Capital Insight Partners, Llc |
3 |
| FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF |
3 |
| NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N |
3 |
| Bryce Point Capital, LLC |
3 |
| QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF |
3 |
| TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A |
3 |
| VSTIX - VALIC Co I - Stock Index Fund |
3 |
| JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV |
3 |
| Stancorp Investment Advisers Inc |
3 |
| NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N |
3 |
| VCSOX - VALIC Co I - International Socially Responsible Fund |
3 |
| Values First Advisors, Inc. |
3 |
| VCSTX - VALIC Co I - Science & Technology Fund |
3 |
| Eaton Vance Tax-managed Buy-write Income Fund |
3 |
| 1st Global Advisors, Inc. |
3 |
| VCAAX - VALIC Co I - Asset Allocation Fund |
3 |
| SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares |
3 |
| NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N |
3 |
| Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio |
3 |
| AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF |
3 |
| VCULX - VALIC Co I - Growth Fund |
3 |
| American Research & Management Co. |
3 |
| GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional |
3 |
| AMG National Trust Bank |
3 |
| DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A |
3 |
| BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF |
3 |
| PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I |
3 |
| KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF |
3 |
| GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF |
3 |
| Calamos Convertible Opportunities & Income Fund |
3 |
| Calamos Strategic Total Return Fund |
3 |
| Calamos Convertible & High Income Fund |
3 |
| LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A |
3 |
| GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A |
3 |
| Calamos Dynamic Convertible & Income Fund |
3 |
| BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF |
3 |
| HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class |
3 |
| VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares |
3 |
| Eaton Vance Enhanced Equity Income Fund Ii |
3 |
| VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares |
3 |
| VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares |
3 |
| NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares |
3 |
| JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF |
3 |
| EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A |
3 |
| Rossby Financial, LCC |
3 |
| Farringdon Capital, Ltd. |
3 |
| GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF |
3 |
| Forte Capital Llc /adv |
3 |
| TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount |
3 |
| PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R |
3 |
| Transamerica Partners Portfolios |
3 |
| Raiffeisen Bank International AG |
3 |
| EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A |
3 |
| Eisler Capital Management Ltd. |
3 |
| MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T |
3 |
| Meteora Capital, LLC |
3 |
| Fort Point Capital Partners LLC |
3 |
| FS Series Trust - FS Real Asset Fund Class A |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares |
3 |
| Intact Investment Management Inc. |
3 |
| Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares |
3 |
| POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund |
3 |
| Chilton Capital Management Llc |
3 |
| Balboa Wealth Partners |
3 |
| Fortis Group Advisors, LLC |
3 |
| Dynamic Advisor Solutions LLC |
3 |
| Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares |
3 |
| SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF |
3 |
| BI Asset Management Fondsmaeglerselskab A/S |
3 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 |
3 |
| Donald L. Hagan, LLC |
3 |
| City Holding Co |
3 |
| Bayforest Capital Ltd |
3 |
| Transamerica Partners Funds Group Ii |
3 |
| Overland Advisors, LLC |
3 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund |
3 |
| JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I |
3 |
| CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class |
3 |
| Engrave Wealth Partners LLC |
3 |
| Sanders Morris Harris Llc |
3 |
| JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF |
3 |
| Mairs & Power Inc |
3 |
| BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class |
3 |
| BLB&B Advisors, LLC |
3 |
| Cheyne Capital Management (UK) LLP |
3 |
| PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P |
3 |
| Whitnell & Co. |
3 |
| BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class |
3 |
| Global Wealth Strategies & Associates |
3 |
| GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares |
3 |
| SPECX - ALGER FUNDS II - Alger Spectra Fund Class A |
3 |
| Financial Perspectives, Inc |
3 |
| BKM Wealth Management, LLC |
3 |
| BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
3 |
| GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional |
3 |
| ICTUX - ICON FUNDS - ICON Utilities Fund Class S |
3 |
| DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C |
3 |
| SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio |
3 |
| Axiom Investment Management LLC |
3 |
| RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A |
3 |
| SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A |
3 |
| Sageworth Trust Co |
3 |
| RMR Wealth Builders |
3 |
| NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C |
3 |
| QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF |
3 |
| SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF |
3 |
| Glenview Capital Management, Llc |
3 |
| Novem Group |
3 |
| DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF |
3 |
| First American Bank |
3 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
3 |
| FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF |
3 |
| DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I |
3 |
| NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N |
3 |
| DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF |
3 |
| SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF |
3 |
| LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A |
3 |
| JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF |
3 |
| SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF |
3 |
| Pinnacle Summer Investments, Inc. |
3 |
| Kimelman & Baird, LLC |
3 |
| JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF |
3 |
| Vermillion Wealth Management, Inc. |
3 |
| Kendall Square Capital, LLC |
3 |
| Sona Asset Management (us) Llc |
3 |
| HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF |
3 |
| SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF |
3 |
| Eaton Vance Ltd Duration Income Fund |
3 |
| MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF |
3 |
| RYDEX VARIABLE TRUST - Technology Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - Nova Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity |
3 |
| CenterBook Partners LP |
3 |
| FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF |
3 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity |
3 |
| RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity |
3 |
| Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares |
3 |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity |
3 |
| Transamerica Partners Funds Group |
3 |
| Physicians Financial Services, Inc. |
3 |
| Curian Capital Llc |
3 |
| SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A |
3 |
| SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A |
3 |
| FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF |
3 |
| SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A |
3 |
| SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A |
3 |
| Iowa State Bank |
3 |
| Nordwand Advisors, LLC |
3 |
| CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB |
3 |
| QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA |
3 |
| Park Square Financial Group, LLC |
3 |
| Essex Financial Services, Inc. |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB |
3 |
| FUKOKU MUTUAL LIFE INSURANCE Co |
3 |
| Thrivent Core Funds - Thrivent Core International Equity Fund |
3 |
| EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB |
3 |
| EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB |
3 |
| SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF |
3 |
| Peapack Gladstone Financial Corp |
3 |
| EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB |
3 |
| SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A |
3 |
| FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF |
3 |
| EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K |
3 |
| RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF |
3 |
| SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A |
3 |
| VitalStone Financial, LLC |
3 |
| QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB |
3 |
| SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A |
3 |
| SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A |
3 |
| Timpani Capital Management LLC |
3 |
| EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA |
3 |
| EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB |
3 |
| Avalon Global Asset Management LLC |
3 |
| Custom Index Systems, Llc |
3 |
| IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I |
3 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB |
3 |
| Vanguard Morgan Growth Fund |
3 |
| EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA |
3 |
| Lansforsakringar Fondforvaltning AB (publ) |
3 |
| 111 Capital |
3 |
| SWAR - Direxion Shares ETF Trust - Direxion Daily Software Bull 2X Shares |
3 |
| GMOIX - GMO TRUST - GMO International Equity Fund Class III |
3 |
| Hartwell J M Limited Partnership |
3 |
| MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A |
3 |
| MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A |
3 |
| Trium Capital LLP |
3 |
| Wade G W & Inc |
3 |
| QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class |
3 |
| LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I |
3 |
| SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio |
3 |
| MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 |
3 |
| PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A |
3 |
| Bnc Wealth Management, Llc |
3 |
| Country Trust Bank |
3 |
| Ray Gerald L & Associates Ltd |
3 |
| Eaton Vance Senior Income Trust |
3 |
| PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 |
3 |
| Wetzel Investment Advisors, Inc. |
3 |
| 683 Capital Management, LLC |
3 |
| Contravisory Investment Management, Inc. |
3 |
| WESPAC Advisors SoCal, LLC |
3 |
| PayPay Securities Corp |
3 |
| FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund |
3 |
| Goldstein Advisors, LLC |
3 |
| THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A |
3 |
| SpiderRock Trading LLC |
3 |
| Perimeter Capital Partners, LLC |
3 |
| FOURPOINTS Investment Managers, S.A.S. |
3 |
| RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF |
3 |
| Eaton Vance Risk-managed Diversified Equity Income Fund |
3 |
| CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF |
3 |
| Fort, L.p. |
3 |
| BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class |
3 |
| SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class |
3 |
| Eaton Vance Enhanced Equity Income Fund |
3 |
| SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares |
3 |
| Menora Mivtachim Holdings Ltd. |
3 |
| XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class |
3 |
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y |
3 |
| FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund |
3 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 |
3 |
| IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF |
3 |
| SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF |
3 |
| OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class |
3 |
| QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 |
3 |
| Symmetry Partners, LLC |
3 |
| Indiana Trust & Investment Management CO |
3 |
| MMCAP International Inc. SPC |
3 |
| EBI - RBB Fund Trust - Longview Advantage ETF |
3 |
| Transcend Wealth Collective, Llc |
3 |
| Quad Capital Management Advisors LLC |
3 |
| BlackRock ESG Capital Allocation Trust |
3 |
| PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund |
3 |
| New England Research & Management, Inc. |
3 |
| Castle Financial & Retirement Planning Associates, Inc. |
3 |
| FLCGX - Meeder Funds - QUANTEX FUND Retail Class |
3 |
| EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund |
3 |
| Northwest Wealth Management, Llc |
3 |
| Beacon Investment Advisors Llc |
3 |
| INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares |
3 |
| CHICAGO TRUST Co NA |
3 |
| Aurora Investment Counsel |
3 |
| MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class |
3 |
| SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class |
3 |
| ASR Vermogensbeheer N.V. |
3 |
| MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I |
3 |
| Zions Bancorporation, National Association /ut/ |
3 |
| Pandora Wealth, Inc. |
3 |
| ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II |
3 |
| Sphera Funds Management Ltd. |
3 |
| NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A |
3 |
| Norway Savings Bank |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I |
3 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I |
3 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I |
3 |
| Moisand Fitzgerald Tamayo, LLC |
3 |
| West Oak Capital, LLC |
3 |
| PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund |
3 |
| NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A |
3 |
| FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund |
3 |
| Sentry Investment Management Llc |
3 |
| SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A |
3 |
| Blackrock Science & Technology Trust |
3 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
3 |
| ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares |
3 |
| FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 |
3 |
| FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund |
3 |
| FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A |
3 |
| GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF |
3 |
| Indaba Capital Management, L.P. |
3 |
| WPG Advisers, LLC |
3 |
| Private Wealth Asset Management, LLC |
3 |
| PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class |
3 |
| MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF |
3 |
| SummitTX Capital, L.P. |
3 |
| SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 |
3 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
3 |
| Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 |
3 |
| DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 |
3 |
| TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares |
3 |
| Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 |
3 |
| Mechanics Bank Trust Department |
3 |
| APG Asset Management US Inc. |
3 |
| RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF |
3 |
| FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF |
3 |
| SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class |
3 |
| Allegis Investment Advisors, LLC |
3 |
| XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund |
3 |
| CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares |
3 |
| Agf Management Ltd |
3 |
| PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A |
3 |
| FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF |
3 |
| RYPRX - ROYCE FUND - Royce Premier Fund Investment Class |
3 |
| HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund |
3 |
| SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF |
3 |
| TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund |
3 |
| Modera Wealth Management, LLC |
3 |
| HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund |
3 |
| Sarasin & Partners LLP |
3 |
| FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF |
3 |
| ETISX - E Trade Trust - E*TRADE No Fee International Index Fund |
3 |
| ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund |
3 |
| LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N |
3 |
| Kassirer Asset Management Corp |
3 |
| ACK Asset Management LLC |
3 |
| Allianz Se |
3 |
| QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio |
3 |
| WESPAC Advisors, LLC |
3 |
| Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class |
3 |
| QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio |
3 |
| FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares |
3 |
| RHJ International SA |
3 |
| HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A |
3 |
| CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class |
3 |
| Kynikos Associates LP |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class |
3 |
| Harvey Partners, LLC |
3 |
| MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class |
3 |
| MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class |
3 |
| AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A |
3 |
| FSDCX - FIDELITY SELECT PORTFOLIOS - Communications Equipment Portfolio |
3 |
| FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund |
3 |
| PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund |
3 |
| TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund |
3 |
| General Motors Investment Management Corp |
3 |
| FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio |
3 |
| MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S |
3 |
| INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I |
3 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S |
3 |
| FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund |
3 |
| FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund |
3 |
| BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF |
3 |
| EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares |
3 |
| Abich Financial Wealth Management LLC |
3 |
| Transform Wealth, LLC |
3 |
| Griffin Asset Management, Inc. |
3 |
| NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF |
3 |
| Roberts Glore & Co Inc /il/ |
3 |
| MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A |
3 |
| ARS Investment Partners, LLC |
3 |
| FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A |
3 |
| FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund |
3 |
| Axel Capital Management, LLC |
3 |
| BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND |
3 |
| Hanlon Investment Management, Inc. |
3 |
| MRP Capital Investments, LLC |
3 |
| TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service |
3 |
| VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF |
3 |
| JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund |
3 |
| GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class |
3 |
| Securian Funds Trust - SFT Index 500 Fund Class 1 |
3 |
| Baldwin Brothers Inc/ma |
3 |
| FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund |
3 |
| HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I |
3 |
| Barrett Asset Management, LLC |
3 |
| MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I |
3 |
| FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund |
3 |
| Goodman Advisory Group, LLC |
3 |
| CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class |
3 |
| FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund |
3 |
| ABN AMRO Bank N.V. |
3 |
| Financial Network Wealth Advisors LLC |
3 |
| Towarzystwo Funduszy Inwestycyjnych Pzu Sa |
3 |
| Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A |
3 |
| PENN SERIES FUNDS INC - Index 500 Fund |
3 |
| Afton Capital Management Llc |
3 |
| BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I |
3 |
| BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares |
3 |
| Trust Asset Management LLC |
3 |
| Logan Capital Management Inc |
3 |
| PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A |
3 |
| Provenance Wealth Advisors, LLC |
3 |
| Susquehanna Portfolio Strategies, LLC |
3 |
| Cannell Peter B & Co Inc |
3 |
| HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class |
3 |
| Integrated Investment Consultants, LLC |
3 |
| UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund |
3 |
| M&r Capital Management Inc |
3 |
| Reynders McVeigh Capital Management, LLC |
3 |
| Stone House Investment Management, LLC |
3 |
| Homrich & Berg |
3 |
| ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF |
3 |
| Ballast Advisors Llc |
3 |
| BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund |
3 |
| BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund |
3 |
| ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF |
3 |
| CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF |
3 |
| Callan Capital, LLC |
3 |
| Simon Quick Advisors, Llc |
3 |
| CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF |
3 |
| CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A |
3 |
| Moody Aldrich Partners Llc |
3 |
| Qci Asset Management Inc/ny |
3 |
| FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund |
3 |
| Colony Group, LLC |
3 |
| DSAM Partners (London) Ltd |
3 |
| Ten Capital Wealth Advisors, LLC |
3 |
| CTC Alternative Strategies, Ltd. |
3 |
| LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A |
3 |
| QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I |
3 |
| LGT Fund Management Co Ltd. |
3 |
| Liberty All Star Equity Fund |
3 |
| ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I |
3 |
| Planning Capital Management Corp |
3 |
| Manning & Napier Group, LLC |
3 |
| AIMOX - AQR Funds - AQR International Momentum Style Fund Class I |
3 |
| Calton & Associates, Inc. |
3 |
| Tourbillon Capital Partners, L.P. |
3 |
| N.E.W. Advisory Services LLC |
3 |
| First Eagle Investment Management, LLC |
3 |
| Garelick Capital Partners, LP |
3 |
| Americafirst Capital Management, Llc |
3 |
| Seizert Capital Partners, Llc |
3 |
| Polaris Wealth Advisory Group, LLC |
3 |
| Cramer Rosenthal Mcglynn Llc |
3 |
| Carmichael Hill & Associates, Inc. |
3 |
| RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A |
3 |
| EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf |
3 |
| MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I |
3 |
| DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A |
3 |
| Gyon Technologies Capital Management, LP |
3 |
| Freedom Day Solutions, LLC |
3 |
| One Capital Management, LLC |
3 |
| JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I |
3 |
| Naples Global Advisors, Llc |
3 |
| Trilogy Capital Inc. |
3 |
| Empirical Asset Management, LLC |
3 |
| Spectrum Wealth Counsel, LLC |
3 |
| PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares |
3 |
| Independence Bank of Kentucky |
3 |
| Hurley Capital, LLC |
3 |
| RFG Advisory, LLC |
3 |
| DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A |
3 |
| Wellesley Asset Management |
3 |
| Tredje AP-fonden |
3 |
| Tibra Equities Europe Ltd |
3 |
| Keystone Financial Group |
3 |
| FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund |
3 |
| Norinchukin Bank, The |
3 |
| BSW Wealth Partners |
3 |
| NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares |
3 |
| American National Registered Investment Advisor, Inc. |
3 |
| Investment Research & Advisory Group, Inc. |
3 |
| NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF |
3 |
| MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares |
3 |
| MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares |
3 |
| BKD Wealth Advisors, LLC |
3 |
| Vestpro Financial Partners, Inc. Dba Cpf Texas |
3 |
| IVV - iSHARES TRUST - iShares Core S&P 500 ETF |
3 |
| IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF |
3 |
| Kettle Hill Capital Management, Llc |
3 |
| Lansing Street Advisors |
3 |
| Shine Investment Advisory Services Inc |
3 |
| Coe Capital Management, LLC |
3 |
| GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I |
3 |
| Pegasus Asset Management, Inc. |
3 |
| Ahl Investment Management, Inc. |
3 |
| ISAM Funds (UK) Ltd |
3 |
| Dana Investment Advisors, Inc. |
3 |
| IWD - iSHARES TRUST - iShares Russell 1000 Value ETF |
3 |
| DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A |
3 |
| QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF |
3 |
| Voisard Asset Management Group, Inc. |
3 |
| EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A |
3 |
| VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF |
3 |
| ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class |
3 |
| IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF |
3 |
| Bodri Capital Management, LLC |
3 |
| IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF |
3 |
| DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF |
3 |
| IVW - iSHARES TRUST - iShares S&P 500 Growth ETF |
3 |
| Railway Pension Investments Ltd |
3 |
| Inceptionr Llc |
3 |
| X-Square Capital, LLC |
3 |
| VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I |
3 |
| Sierra Summit Advisors Llc |
3 |
| Monetary Management Group Inc |
3 |
| ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF |
3 |
| Nokomis Capital, L.L.C. |
3 |
| HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia |
3 |
| Northern Oak Wealth Management Inc |
3 |
| Lion Street Advisors, LLC |
3 |
| IMA Wealth, Inc. |
3 |
| MU Investments Co., Ltd. |
3 |
| NWK Group, Inc. |
3 |
| FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund |
3 |
| PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF |
3 |
| Parisi Gray Wealth Management |
3 |
| SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund |
3 |
| Vanguard Horizon Funds |
3 |
| Atlantic Union Bankshares Corp |
3 |
| IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I |
3 |
| Risk Paradigm Group, LLC |
3 |
| Kentucky Retirement Systems |
3 |
| Breakline Capital Llc |
3 |
| Institute for Wealth Management, LLC. |
3 |
| Journey Strategic Wealth Llc |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class |
3 |
| Davidson Kempner Partners |
3 |
| Ariel Investments, Llc |
3 |
| CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class |
3 |
| Bnp Paribas |
3 |
| L2 Asset Management, LLC |
3 |
| Woodley Farra Manion Portfolio Management Inc |
3 |
| SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF |
3 |
| Arrow Financial Corp |
3 |
| Kula Investments, LLC |
3 |
| West Tower Group, LLC |
3 |
| Melqart Asset Management (uk) Ltd |
3 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class |
3 |
| SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund |
3 |
| Montag A & Associates Inc |
3 |
| Private Wealth Partners, LLC |
3 |
| Blackhawk Capital Partners LLC. |
3 |
| CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio |
3 |
