Bottled and Canned Soft Drinks and Carbonated Waters - Largest Owners in this Industry

This is a list of institutions that have held positions in more than two companies within this industry since the beginning of our crawl horizon (somewhere in 2014). Industry is based on SIC codes reported with the SEC. Number of Known Investments is the total count of securities held as reported in filings with the SEC since the beginning of our crawl horizon.

Investor Number of Known Investments
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 20
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 18
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 17
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 17
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 16
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 16
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 15
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 15
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 15
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 15
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 14
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 14
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 14
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 14
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 14
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 14
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 14
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 13
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 13
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 13
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 13
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 13
Bessemer Group Inc 13
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 13
BlackRock, Inc. 13
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 13
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 13
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 13
Barclays Plc 12
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 12
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 12
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 12
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 12
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 12
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 12
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 12
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 12
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 12
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 12
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 12
SG Americas Securities, LLC 12
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 12
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 12
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 12
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 12
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 12
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 11
Price T Rowe Associates Inc /md/ 11
Rhumbline Advisers 11
GIMFX - GMO TRUST - GMO Implementation Fund 11
Royal Bank Of Canada 11
State Street Corp 11
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 11
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 11
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 11
Goldman Sachs Group Inc 11
Creative Planning 11
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 11
Renaissance Technologies Llc 11
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 11
Morgan Stanley 11
Citadel Advisors Llc 11
Lazard Asset Management Llc 11
Pnc Financial Services Group, Inc. 11
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 11
Wells Fargo & Company/mn 11
Northern Trust Corp 11
Simplex Trading, Llc 11
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 11
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 11
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 11
Public Employees Retirement System Of Ohio 11
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 11
Bnp Paribas Arbitrage, Sa 11
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 11
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 11
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 11
UBS Group AG 11
Russell Investments Group, Ltd. 11
Fmr Llc 11
Vanguard Group Inc 11
Millennium Management Llc 11
Susquehanna International Group, Llp 11
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 11
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 11
Stifel Financial Corp 11
Wolverine Trading, Llc 11
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 11
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 11
Cambridge Investment Research Advisors, Inc. 11
Steward Partners Investment Advisory, Llc 11
Deutsche Bank Ag\ 11
College Retirement Equities Fund 11
California Public Employees Retirement System 10
Hrt Financial Lp 10
Virtu Financial LLC 10
Parametric Portfolio Associates Llc 10
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 10
Bank Of Montreal /can/ 10
Mackenzie Financial Corp 10
IFP Advisors, Inc 10
Ameriprise Financial Inc 10
Kcg Holdings, Inc. 10
Quadrant Capital Group Llc 10
MBOVX - M FUND INC - M Large Cap Value Fund 10
Advisor Group Holdings, Inc. 10
American Century Companies Inc 10
Geode Capital Management, Llc 10
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 10
Tower Research Capital LLC (TRC) 10
Cwm, Llc 10
Sei Investments Co 10
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 10
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 10
Proequities, Inc. 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
Parallel Advisors, LLC 10
A.R.T. Advisors, LLC 10
GWM Advisors LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 10
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 10
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 10
Credit Suisse Ag/ 10
New York State Common Retirement Fund 10
CIBC Private Wealth Group, LLC 10
ClariVest Asset Management LLC 10
Federated Hermes, Inc. 10
Squarepoint Ops LLC 10
Commonwealth Equity Services, Llc 10
Strs Ohio 10
Mercer Global Advisors Inc /adv 10
Jpmorgan Chase & Co 10
Qube Research & Technologies Ltd 10
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 10
Ubs Asset Management Americas Inc 10
Private Capital Group, LLC 10
Two Sigma Securities, Llc 10
Invesco Ltd. 10
Schonfeld Strategic Advisors LLC 10
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 10
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 10
LPL Financial LLC 10
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 10
Dimensional Fund Advisors Lp 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 10
First Horizon Advisors, Inc. 10
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 10
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 10
Marshall Wace, Llp 10
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 10
National Bank Of Canada /fi/ 10
Captrust Financial Advisors 10
Us Bancorp \de\ 10
Victory Capital Management Inc 10
HighTower Advisors, LLC 10
Manufacturers Life Insurance Company, The 10
Janney Montgomery Scott LLC 10
Bank Of America Corp /de/ 10
Jane Street Group, Llc 10
Macquarie Group Ltd 10
Farther Finance Advisors, LLC 10
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 10
Raymond James Financial Inc 10
Citigroup Inc 10
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 10
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 10
Northwestern Mutual Wealth Management Co 10
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 10
Group One Trading, L.p. 10
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 10
Gabelli Global Small & Mid Cap Value Trust 10
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 9
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 9
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 9
Vanguard World Fund 9
Y-Intercept (Hong Kong) Ltd 9
Natixis Advisors, L.p. 9
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 9
Gabelli Equity Trust Inc 9
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 9
GAMMA Investing LLC 9
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 9
Man Group plc 9
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 9
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 9
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 9
Nomura Asset Management Co Ltd 9
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 9
Mitsubishi UFJ Trust & Banking Corp 9
Marshall Wace North America L.P. 9
Quadrature Capital Ltd 9
Cutler Group LP 9
Allspring Global Investments Holdings, LLC 9
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 9
Walleye Capital LLC 9
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 9
Dynamic Technology Lab Private Ltd 9
Ladenburg Thalmann Financial Services Inc 9
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 9
Wellington Management Group Llp 9
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 9
Nordea Investment Management Ab 9
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 9
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 9
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 9
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 9
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 9
Ground Swell Capital, LLC 9
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 9
First Manhattan Co 9
O'shaughnessy Asset Management, Llc 9
Guggenheim Capital Llc 9
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 9
Legal & General Group Plc 9
Bank of New York Mellon Corp 9
QCVAX - Clearwater Investment Trust - Clearwater International Fund 9
American International Group, Inc. 9
Voya Investment Management Llc 9
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 9
D. E. Shaw & Co., Inc. 9
Nuveen Asset Management, LLC 9
Eaton Vance Management 9
Berman Capital Advisors, LLC 9
Principal Financial Group Inc 9
XTX Topco Ltd 9
Prelude Capital Management, Llc 9
Schroder Investment Management Group 9
Federation des caisses Desjardins du Quebec 9
Comerica Bank 9
Mirae Asset Global Investments Co., Ltd. 9
Brown Brothers Harriman & Co 9
NOSGX - Northern Funds - Northern Small Cap Value Fund 9
Acadian Asset Management Llc 9
Two Sigma Investments, Lp 9
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 9
Jump Financial, LLC 9
Hsbc Holdings Plc 9
Canada Pension Plan Investment Board 9
Charles Schwab Investment Management Inc 9
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 9
Global Retirement Partners, LLC 9
First Trust Advisors Lp 9
Aqr Capital Management Llc 9
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 9
Oxford Asset Management Llp 9
TD Waterhouse Canada Inc. 9
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 9
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 9
Paloma Partners Management Co 9
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 9
Neuberger Berman Group LLC 9
HYLD - Exchange Listed Funds Trust - High Yield ETF 9
EverSource Wealth Advisors, LLC 9
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 9
BlackRock Institutional Trust Company, N.A. 9
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 9
Global X Funds 9
Alliancebernstein L.p. 9
SRS Capital Advisors, Inc. 9
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 9
Glenmede Trust Co Na 9
Fifth Third Bancorp 9
Gabelli Equity Series Funds Inc 9
CIBC World Markets Inc. 9
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 9
Advisor Group, Inc. 9
Balyasny Asset Management Llc 9
Larson Financial Group LLC 9
BlueCrest Capital Management Ltd 9
ExodusPoint Capital Management, LP 9
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 9
Envestnet Asset Management Inc 9
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 9
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 9
Allianz Asset Management GmbH 9
Engineers Gate Manager LP 9
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 9
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 9
BlackRock Investment Management, LLC 9
Connor, Clark & Lunn Investment Management Ltd. 8
Franklin Resources Inc 8
Capital Fund Management S.a. 8
CI Private Wealth, LLC 8
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 8
Assetmark, Inc 8
Atria Investments Llc 8
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 8
Aperio Group, LLC 8
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 8
Navellier & Associates Inc 8
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 8
Bell Investment Advisors, Inc 8
Nisa Investment Advisors, Llc 8
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 8
Laurion Capital Management LP 8
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 8
VDAFX - VALIC Co I - Dynamic Allocation Fund 8
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 8
Nomura Holdings Inc 8
Stevens Capital Management Lp 8
Amundi 8
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 8
Sunbelt Securities, Inc. 8
Campbell & CO Investment Adviser LLC 8
California State Teachers Retirement System 8
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 8
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 8
Employees Retirement System of Texas 8
Two Sigma Advisers, Lp 8
Dfa Investment Trust Co - The Emerging Markets Series 8
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 8
BlackRock Fund Advisors 8
State of Wyoming 8
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 8
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 8
BlackRock Group LTD 8
PEAK6 Investments, L.P. 8
Allworth Financial LP 8
Voloridge Investment Management, Llc 8
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 8
Jones Financial Companies Lllp 8
Centiva Capital, LP 8
Aquatic Capital Management LLC 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
KBC Group NV 8
Weiss Strategic Interval Fund 8
Raymond James Financial Services Advisors, Inc. 8
Panagora Asset Management Inc 8
First Republic Investment Management, Inc. 8
Parallax Volatility Advisers, L.P. 8
Mount Yale Investment Advisors, LLC 8
FNY Investment Advisers, LLC 8
Smithfield Trust Co 8
State Of Wisconsin Investment Board 8
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 8
Capital Analysts, Inc. 8
JustInvest LLC 8
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 8
GAM Holding AG 8
Walleye Trading LLC 8
Private Trust Co Na 8
LS Investment Advisors, LLC 8
Signaturefd, Llc 8
Axa S.a. 8
Prudential Financial Inc 8
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 8
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 8
1832 Asset Management L.P. 8
Truist Financial Corp 8
Bank Of Nova Scotia 8
Principal Securities, Inc. 8
Td Asset Management Inc 8
Clearbridge Investments, LLC 8
Verition Fund Management LLC 8
Tiaa-cref Funds 8
Principal Funds Inc 8
M&t Bank Corp 8
Hanseatic Management Services Inc 8
BRYN MAWR TRUST Co 8
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 8
FORA Capital, LLC 8
Cetera Investment Advisers 8
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 8
Massachusetts Financial Services Co /ma/ 8
NumerixS Investment Technologies Inc 8
Blair William & Co/il 8
Algert Global Llc 8
Ubs Ag 8
Stratos Wealth Partners, LTD. 8
Public Employees Retirement Association Of Colorado 8
PEAK6 Investments LLC 8
Versant Capital Management, Inc 8
Penserra Capital Management LLC 8
Parkside Financial Bank & Trust 8
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 8
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 8
Smartleaf Asset Management LLC 8
Gsa Capital Partners Llp 8
Oppenheimer & Co Inc 8
Pacer Advisors, Inc. 8
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 8
Driehaus Capital Management Llc 8
Quantamental Technologies LLC 8
Assenagon Asset Management S.A. 8
Alberta Investment Management Corp 8
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 8
Healthcare Of Ontario Pension Plan Trust Fund 8
Tiaa Cref Investment Management Llc 8
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 8
Lindbrook Capital, Llc 8
Robeco Institutional Asset Management B.V. 8
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 8
Pathstone Family Office, Llc 8
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 8
OMERS ADMINISTRATION Corp 8
Putnam Investments Llc 8
American Portfolios Advisors 8
State Farm Variable Product Trust 8
State Farm Mutual Fund Trust 8
Wealthspire Advisors, L.P. 8
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 8
PENN SERIES FUNDS INC - International Equity Fund 8
Cresset Asset Management, LLC 8
Ellington Management Group Llc 8
Thrivent Financial For Lutherans 8
Teachers Retirement System Of The State Of Kentucky 8
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 8
Huntington National Bank 8
Mariner, LLC 8
Crossmark Global Holdings, Inc. 8
Sterling Capital Management LLC 8
State of Tennessee, Treasury Department 8
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 8
Rockefeller Capital Management L.P. 8
Raymond James & Associates 8
Teacher Retirement System Of Texas 8
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 8
Janus Henderson Group Plc 8
Benjamin F. Edwards & Company, Inc. 8
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 8
Arrowstreet Capital, Limited Partnership 8
Spire Wealth Management 8
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 8
Lord, Abbett & Co. Llc 8
DekaBank Deutsche Girozentrale 8
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 8
Intech Investment Management Llc 8
Geneos Wealth Management Inc. 8
Advisory Services Network, LLC 8
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 8
Ronald Blue Trust, Inc. 8
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 8
Quantbot Technologies LP 8
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 8
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 8
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 8
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 7
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 7
Stephens Inc /ar/ 7
Synovus Financial Corp 7
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 7
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 7
Cerity Partners LLC 7
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 7
Karp Capital Management Corp 7
Trexquant Investment LP 7
Abound Wealth Management 7
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 7
Six Circles Trust - Six Circles Global Bond Fund 7
Cetera Advisor Networks LLC 7
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 7
MAI Capital Management 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 7
Hantz Financial Services, Inc. 7
Bridgeway Capital Management Inc 7
Quantinno Capital Management LP 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
Jacobi Capital Management LLC 7
QS Investors, LLC 7
Amalgamated Bank 7
BlackRock Advisors LLC 7
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 7
Quantitative Systematic Strategies LLC 7
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 7
Daiwa Securities Group Inc. 7
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 7
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 7
Hartland & Co., LLC 7
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 7
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 7
Public Sector Pension Investment Board 7
Toroso Investments, LLC 7
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 7
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 7
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 7
Coldstream Capital Management Inc 7
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
Cubist Systematic Strategies, LLC 7
Amundi Pioneer Asset Management Inc 7
Caxton Associates Lp 7
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio 7
Baird Financial Group, Inc. 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
TCI Wealth Advisors, Inc. 7
MetLife Securities, Inc 7
Jacobs Levy Equity Management, Inc 7
Csenge Advisory Group 7
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 7
Point72 Hong Kong Ltd 7
Paradigm Asset Management Co Llc 7
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 7
National Asset Management, Inc. 7
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 7
Jefferies Financial Group Inc. 7
Skandinaviska Enskilda Banken AB (publ) 7
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 7
SBI Securities Co., Ltd. 7
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 7
Valley National Advisers Inc 7
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 7
International Assets Investment Management, Llc 7
D.a. Davidson & Co. 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 7
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 7
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 7
Glassman Wealth Services 7
Handelsbanken Fonder AB 7
Hm Payson & Co 7
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 7
Point72 Asia (Singapore) Pte. Ltd. 7
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 7
Convergence Investment Partners, LLC 7
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 7
Toronto Dominion Bank 7
HAP Trading, LLC 7
Winton Capital Group Ltd 7
Fox Run Management, L.l.c. 7
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 7
Belpointe Asset Management LLC 7
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 7
Asset Management One Co., Ltd. 7
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 7
CIBC Asset Management Inc 7
Jfs Wealth Advisors, Llc 7
Tcwp Llc 7
Aigen Investment Management, Lp 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
Atria Wealth Solutions, Inc. 7
Point72 (DIFC) Ltd 7
Diversified Trust Co 7
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 7
Rational Advisors Llc 7
Ubs Oconnor Llc 7
Shell Asset Management Co 7
Whittier Trust Co 7
Bogle Investment Management L P /de/ 7
Exchange Traded Concepts, Llc 7
Great West Life Assurance Co /can/ 7
Prudential Plc 7
Umb Bank N A/mo 7
Catalyst Funds Management Pty Ltd 7
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 7
Norges Bank 7
Ameritas Investment Partners, Inc. 7
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 7
Boothbay Fund Management, Llc 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 7
Barings Llc 7
Nuveen, LLC 7
Cca Investments Trust 7
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 7
Tocqueville Asset Management L.p. 7
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 7
Harbour Investments, Inc. 7
PDT Partners, LLC 7
Tudor Investment Corp Et Al 7
Nationwide Fund Advisors 7
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 7
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 7
Susquehanna Fundamental Investments, Llc 7
Wipfli Financial Advisors Llc, 7
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 7
Teachers Advisors, Llc 7
Gotham Asset Management, LLC 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
ProShare Advisors LLC 7
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 7
James Investment Research Inc 7
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 7
Los Angeles Capital Management Llc 7
Ritholtz Wealth Management 7
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 7
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 7
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 7
Vident Investment Advisory, LLC 7
Massmutual Trust Co Fsb/adv 7
Alps Advisors Inc 7
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 7
Johnson Financial Group, Inc. 7
CWM Advisors, LLC 7
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 7
Russell Frank Co/ 7
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 7
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 7
Acrospire Investment Management LLC 7
Boston Partners 7
Hbk Investments L P 7
Ergoteles LLC 7
FIL Ltd 7
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 7
Bartlett & Co. Wealth Management Llc 7
Kestra Advisory Services, LLC 7
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 7
Natixis 7
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 7
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 7
Blueshift Asset Management, LLC 7
Townsquare Capital Llc 7
Duality Advisers, Lp 7
Hancock Whitney Corp 7
Cornerstone Planning Group LLC 7
Ci Investments Inc. 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
Credit Agricole S A 7
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 7
Perpetual Ltd 7
Caption Management, LLC 7
Bokf, Na 7
Advisors Asset Management, Inc. 7
Jefferies Group LLC 7
Colony Group, LLC 7
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 6
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 6
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 6
Ontario Teachers Pension Plan Board 6
Aviva Plc 6
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 6
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 6
United Services Automobile Association 6
EAM Investors, LLC 6
Kayne Anderson Rudnick Investment Management Llc 6
Meridian Wealth Partners, LLC 6
Arkadios Wealth Advisors 6
Carolinas Wealth Consulting Llc 6
Orion Portfolio Solutions, LLC 6
Ethic Inc. 6
BlackRock Japan Co. Ltd 6
Ashton Thomas Private Wealth, LLC 6
Picton Mahoney Asset Management 6
Cornerstone Capital Management Holdings Llc. 6
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 6
Mml Investors Services, Llc 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 6
Venturi Wealth Management, LLC 6
Meeder Asset Management Inc 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 6
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class 6
Optimum Investment Advisors 6
Usca Ria Llc 6
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 6
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 6
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 6
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 6
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 6
Ajo, Lp 6
Sofos Investments, Inc. 6
Quantitative Investment Management, LLC 6
Edgestream Partners, L.P. 6
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 6
Private Advisor Group, LLC 6
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 6
Twin Tree Management, LP 6
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 6
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 6
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 6
State Board Of Administration Of Florida Retirement System 6
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 6
Element Capital Management Llc 6
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 6
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
Bartlett & Co. LLC 6
Capstone Investment Advisors, Llc 6
Harel Insurance Investments & Financial Services Ltd. 6
Bayesian Capital Management, LP 6
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 6
State of New Jersey Common Pension Fund D 6
Cetera Advisors LLC 6
Proficio Capital Partners LLC 6
Gradient Investments LLC 6
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 6
APG Asset Management N.V. 6
FDx Advisors, Inc. 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 6
Pathstone Holdings, LLC 6
Axq Capital, Lp 6
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 6
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 6
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 6
Skopos Labs, Inc. 6
Martingale Asset Management L P 6
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 6
BNP Paribas Asset Management Holding S.A. 6
NN Investment Partners Holdings N.V. 6
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 6
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 6
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 6
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 6
C M Bidwell & Associates Ltd 6
Ellevest, Inc. 6
Headlands Technologies LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 6
SYSTM Wealth Solutions LLC 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 6
Alphacrest Capital Management Llc 6
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity 6
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 6
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 6
Avantax Advisory Services, Inc. 6
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 6
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 6
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 6
State of Alaska, Department of Revenue 6
Weld Capital Management Llc 6
Jain Global LLC 6
Fuller & Thaler Asset Management, Inc. 6
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 6
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 6
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 6
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 6
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 6
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 6
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 6
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 6
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 6
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 6
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
First Eagle Investment Management, LLC 6
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 6
Mill Creek Capital Advisors, LLC 6
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 6
Golden State Wealth Management, LLC 6
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Jennison Associates Llc 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 6
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 6
Vantagepoint Funds 6
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 6
Campbell Multi-strategy Trust 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 6
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 6
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 6
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 6
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 6
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 6
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 6
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 6
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 6
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class 6
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 6
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 6
Cullen Capital Management, LLC 6
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 6
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 6
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 6
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 6
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 6
Princeton Alpha Management LP 6
Oppenheimer Asset Management Inc. 6
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 6
Shelton Capital Management 6
Profund Advisors Llc 6
Hillsdale Investment Management Inc. 6
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 6
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 6
Hudson Bay Capital Management LP 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 6
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 6
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 6
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 6
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 6
Caitong International Asset Management Co., Ltd 6
True Wealth Design, LLC 6
William Blair Investment Management, Llc 6
Motco 6
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 6
Ing Groep Nv 6
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 6
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 6
Farmers & Merchants Investments Inc 6
iA Global Asset Management Inc. 6
Raleigh Capital Management Inc. 6
Airain ltd 6
King Luther Capital Management Corp 6
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 6
CenterStar Asset Management, LLC 6
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 6
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 6
Highbridge Capital Management Llc 6
Global X Management CO LLC 6
CoreCap Advisors, LLC 6
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 6
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 6
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 6
Dupont Capital Management Corp 6
Yousif Capital Management, Llc 6
Timber Hill LLC 6
Point72 Asset Management, L.P. 6
Guggenheim Active Allocation Fund 6
Schubert & Co 6
Aster Capital Management (DIFC) Ltd 6
Oppenheimer Funds Inc 6
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 6
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
Piedmont Investment Advisors Llc 6
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 6
Pinnacle Wealth Planning Services, Inc. 6
Ballentine Partners, LLC 6
Newbridge Financial Services Group, Inc. 6
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 6
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 6
Police & Firemen's Retirement System of New Jersey 6
Americafirst Capital Management, Llc 6
Wexford Capital Lp 6
Sanctuary Advisors, LLC 6
Dorsey Wright & Associates 6
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 6
Continuum Advisory, LLC 6
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 6
Plante Moran Financial Advisors, LLC 6
Swiss National Bank 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 6
Howe & Rusling Inc 6
Lsv Asset Management 6
Valeo Financial Advisors, LLC 6
Caisse De Depot Et Placement Du Quebec 6
NewSquare Capital LLC 6
Td Private Client Wealth Llc 6
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 6
Keybank National Association/oh 6
Occudo Quantitative Strategies Lp 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
Checchi Capital Advisers, LLC 6
Atlantic Trust, LLC 6
Vontobel Holding Ltd. 6
Holocene Advisors, LP 6
Lido Advisors, LLC 6
Loomis Sayles & Co L P 6
Hutchin Hill Capital, LP 6
PineBridge Investments, L.P. 6
Veriti Management LLC 6
HighVista Strategies LLC 6
Sound Income Strategies, LLC 6
Pictet Asset Management Sa 6
Patriot Financial Group Insurance Agency, LLC 6
NorthCoast Asset Management LLC 6
Rothschild Investment Llc 6
Eagle Asset Management Inc 6
Banque Transatlantique SA 6
Savant Capital, LLC 6
NEXT Financial Group, Inc 6
IHT Wealth Management, LLC 6
Sumitomo Mitsui Trust Holdings, Inc. 6
Numeric Investors Llc 6
Ancora Advisors, LLC 6
WR Wealth Planners, LLC 6
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 6
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 6
MetLife Investment Management, LLC 6
Oregon Public Employees Retirement Fund 6
Zurcher Kantonalbank (Zurich Cantonalbank) 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
Spot Trading L.L.C 6
Hartford Mutual Funds Inc/ct 6
Artisan Partners Limited Partnership 6
Cullen/frost Bankers, Inc. 6
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 6
Oppenheimer Etf Trust 6
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 6
First Quadrant L P/ca 6
JJJ Advisors Inc. 6
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 6
New York State Teachers Retirement System 6
Sutton Wealth Advisors Inc. 6
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 6
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 6
Regions Financial Corp 6
Wealth Enhancement Advisory Services, Llc 6
DAVENPORT & Co LLC 6
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 6
Envestnet Portfolio Solutions, Inc. 6
Capstone Asset Management Co 6
Fisher Asset Management, LLC 6
Carroll Financial Associates, Inc. 6
Assured Investment Management LLC 6
Grantham, Mayo, Van Otterloo & Co. LLC 6
Baystate Wealth Management LLC 6
Bridgewater Associates, LP 6
Pictet Asset Management Holding SA 6
Corebridge Financial, Inc. 6
Emerald Acquisition Ltd. 6
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 6
MBEQX - M FUND INC - M International Equity Fund 6
We Are One Seven, LLC 6
Rsm Us Wealth Management Llc 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 6
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 6
AdvisorNet Financial, Inc 6
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 6
Metropolitan Life Insurance Co/ny 6
Salem Investment Counselors Inc 6
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 6
Van Eck Associates Corp 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 5
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 5
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 5
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 5
Whittier Trust Co Of Nevada Inc 5
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 5
Calamos Global Dynamic Income Fund 5
Contravisory Investment Management, Inc. 5
Evoke Wealth, Llc 5
Financial Gravity Companies, Inc. 5
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 5
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5
Louisiana State Employees Retirement System 5
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 5
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 5
Icon Wealth Partners, LLC 5
Eagle Bay Advisors LLC 5
CPSIX - Unified Series Trust - Fci Bond Fund 5
Thompson Davis & Co., Inc. 5
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 5
Avion Wealth 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
Claymore Exchange-traded Fund Trust 5
Investors Research Corp 5
MASTER BOND LLC - Master Total Return Portfolio 5
Brown Advisory Inc 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 5
Rs Variable Products Trust 5
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 5
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 5
Money Concepts Capital Corp 5
Atticus Wealth Management, Llc 5
Perkins Coie Trust Co 5
PENN SERIES FUNDS INC - Small Cap Index Fund 5
LMR Partners LLP 5
AHL Partners LLP 5
Qrg Capital Management, Inc. 5
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5
Optiver Holding B.V. 5
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 5
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 5
Guardian Wealth Advisors, LLC 5
Tortoise Investment Management, LLC 5
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 5
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 5
Soros Fund Management Llc 5
Nebula Research & Development LLC 5
Vanguard Index Funds 5
Boston Advisors Llc 5
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 5
Front Row Advisors LLC 5
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 5
Transce3nd, LLC 5
Axiom International Investors Llc /de 5
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 5
Sumitomo Mitsui DS Asset Management Company, Ltd 5
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5
Xponance, Inc. 5
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
Cornerstone Advisors, Inc. 5
Quarry LP 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 5
VTL Associates, LLC 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 5
CenterStar Fund, LLC 5
Northwest & Ethical Investments L.P. 5
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 5
Ieq Capital, Llc 5
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5
Old Mutual Global Investors (UK) Ltd. 5
Meritage Portfolio Management 5
Calamos Global Total Return Fund 5
Standard Life Aberdeen plc 5
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 5
Wolverine Asset Management Llc 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 5
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 5
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 5
Wetherby Asset Management Inc 5
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 5
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 5
Bb&t Securities, Llc 5
Readystate Asset Management Lp 5
Bleakley Financial Group, LLC 5
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 5
Twin Peaks Wealth Advisors, LLC 5
Coppell Advisory Solutions LLC 5
Claro Advisors LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 5
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 5
VisionPoint Advisory Group, LLC 5
Bogart Wealth, LLC 5
Resources Investment Advisors, LLC. 5
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 5
Advisor Partners Ii, Llc 5
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 5
Verus Capital Partners, Llc 5
Oppenheimer Quest For Value Funds 5
Itau Unibanco Holding S.A. 5
Callan Family Office, LLC 5
Ledyard National Bank 5
Atom Investors LP 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 5
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 5
Moneta Group Investment Advisors Llc 5
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
Zurich Insurance Group Ltd/FI 5
Ostrum Asset Management 5
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 5
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 5
Banco Bilbao Vizcaya Argentaria, S.a. 5
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 5
Neo Ivy Capital Management 5
Concord Wealth Partners 5
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 5
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 5
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 5
Bridgefront Capital, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5
Ameritas Investment Corp 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 5
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 5
D'Orazio & Associates, Inc. 5
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 5
Flagship Harbor Advisors, Llc 5
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 5
Riverview Trust Co 5
Cibc World Markets Corp 5
ETRADE Capital Management LLC 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
FinTrust Capital Advisors, LLC 5
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 5
Raymond James Trust N.a. 5
Prime Capital Investment Advisors, LLC 5
MARSHALL WACE ASIA Ltd 5
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 5
Fortitude Family Office, LLC 5
Pearl River Capital, LLC 5
Graham Capital Management, L.P. 5
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 5
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 5
Capital International Investors 5
Westside Investment Management, Inc. 5
LRI Investments, LLC 5
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
West Paces Advisors Inc. 5
Wiley Bros.-aintree Capital, Llc 5
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 5
Magnetar Financial LLC 5
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 5
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 5
Aaron Wealth Advisors LLC 5
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 5
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 5
Bruce G. Allen Investments, LLC 5
Beacon Pointe Advisors, LLC 5
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 5
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 5
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 5
Profunds - Profund Vp Ultrasmall-cap 5
Sowell Financial Services LLC 5
High Note Wealth, LLC 5
Financial Advocates Investment Management 5
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
Bellwether Advisors, LLC 5
Alambic Investment Management, L.P. 5
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 5
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5
Commerzbank Aktiengesellschaft /fi 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 5
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 5
Conning Inc. 5
Stonebridge Capital Advisors LLC 5
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5
Caas Capital Management Lp 5
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 5
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 5
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 5
R&F Capital Advisors LP 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
AMP Capital Investors Ltd 5
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
Brevan Howard Capital Management LP 5
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 5
Suntrust Banks Inc 5
Compagnie Lombard Odier SCmA 5
MUFG Americas Holdings Corp 5
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 5
Mather Group, Llc. 5
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 5
Profunds - Profund Vp Small-cap 5
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5
Anchor Investment Management, LLC 5
WFG Advisors, LP 5
Westpac Banking Corp 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 5
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 5
First Mercantile Trust Co 5
Washington Trust Bank 5
Rehmann Capital Advisory Group 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 5
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 5
Armistice Capital, Llc 5
Institutional & Family Asset Management, Llc 5
Scientech Research LLC 5
Frazier Financial Advisors, LLC 5
Turner Investments, L.p. 5
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 5
Placemark Investments, Inc. 5
VCGEX - VALIC Co I - Emerging Economies Fund 5
IWV - iSHARES TRUST - iShares Russell 3000 ETF 5
Hexagon Capital Partners LLC 5
Kestra Private Wealth Services, Llc 5
Lee Financial Co 5
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 5
E Fund Management (Hong Kong) Co., Ltd. 5
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 5
BI Asset Management Fondsmaeglerselskab A/S 5
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 5
Renaissance Group Llc 5
Old National Bancorp /in/ 5
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 5
IWM - iSHARES TRUST - iShares Russell 2000 ETF 5
Ninety One UK Ltd 5
Pitcairn Co 5
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
Arizona State Retirement System 5
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 5
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 5
Covington Capital Management 5
Utah Retirement Systems 5
Moody National Bank Trust Division 5
Commerce Bank 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 5
Catalyst Capital Advisors LLC 5
Sawtooth Solutions, LLC 5
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 5
Grove Bank & Trust 5
Deere & Co 5
CENTRAL TRUST Co 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 5
Advisors Preferred, LLC 5
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 5
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF 5
Nine Chapters Capital Management LLC 5
Capital Asset Advisory Services LLC 5
Summit Trail Advisors, Llc 5
Retirement Systems of Alabama 5
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 5
Cornerstone Wealth Management, LLC 5
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 5
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 5
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 5
USA Financial Portformulas Corp 5
Balentine LLC 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF 5
Vanguard Whitehall Funds 5
Twinbeech Capital Lp 5
Teza Capital Management LLC 5
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 5
Nbc Securities, Inc. 5
FNY Partners Fund LP 5
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 5
Versor Investments LP 5
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 5
Municipal Employees' Retirement System of Michigan 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 5
Mirabella Financial Services Llp 5
Northwestern Mutual Investment Management Company, Llc 5
Gabelli Funds Llc 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5
EP Wealth Advisors, Inc. 5
CVA Family Office, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 5
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 5
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 5
Royce & Associates Lp 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 5
Creekmur Asset Management LLC 5
URTH - iShares, Inc. - iShares MSCI World ETF 5
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 5
Boston Private Wealth Llc 5
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 5
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 5
Freestone Capital Holdings, LLC 5
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 5
Seven Eight Capital, Lp 5
Liberty Mutual Group Asset Management Inc. 5
CAPROCK Group, Inc. 5
Eqis Capital Management, Inc. 5
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 5
Alpine Global Management, LLC 5
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 5
HB Wealth Management, LLC 5
Clear Street Markets Llc 5
Gts Securities Llc 5
Kovitz Investment Group Partners, LLC 5
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 5
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 5
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 5
Financial Architects, Inc 5
Snowden Capital Advisors LLC 5
Rise Advisors, LLC 5
MQS Management LLC 5
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 5
Wcm Investment Management, Llc 5
Mutual Of America Capital Management Llc 5
Everence Capital Management Inc 5
Forum Funds 5
Annis Gardner Whiting Capital Advisors, LLC 5
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
Sierra Ocean, Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 5
Covestor Ltd 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
Oliver Lagore Vanvalin Investment Group 5
Evercore Wealth Management, LLC 5
Sciencast Management LP 5
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 5
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 5
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 5
Reilly Financial Advisors, Llc 5
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 5
Edmond De Rothschild Holding S.a. 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 5
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 5
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 5
Ameritas Advisory Services, LLC 5
Prospera Financial Services Inc 5
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 5
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 5
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 5
Steward Financial Group LLC 5
Atomi Financial Group, Inc. 5
Amalgamated Financial Corp. 5
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 5
DRW Securities, LLC 5
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 5
Park Place Capital Corp 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
Kapitalo Investimentos Ltda 5
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 5
Capital Performance Advisors Llp 5
Crewe Advisors LLC 5
Procyon Private Wealth Partners, LLC 5
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 5
Texas Permanent School Fund 5
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 5
Maverick Capital Ltd 5
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 5
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 5
North Star Investment Management Corp. 5
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 5
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 5
Vise Technologies, Inc. 5
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 5
Seacrest Wealth Management, Llc 5
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 5
Glen Eagle Advisors, LLC 5
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 5
Financial Management Professionals, Inc. 5
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares 5
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 5
Redwood Investment Management, Llc 5
Analytic Investors, LLC 5
Capital Guardian Trust Co 5
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 5
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 5
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) 5
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 5
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 5
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
HBK Sorce Advisory LLC 5
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 5
NSIDX - Northern Funds - Northern Small Cap Index Fund 5
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 5
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 5
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 5
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 5
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 5
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 5
Capital World Investors 5
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 5
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 5
Commonwealth Equity Services, Inc 5
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 5
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 5
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 5
First Hawaiian Bank 5
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 5
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 5
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 5
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 5
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 5
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 5
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 5
Oppenheimer Variable Account Funds 5
Virginia Retirement Systems Et Al 5
Klp Kapitalforvaltning As 5
Country Trust Bank 5
Wealthcare Capital Management Llc 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 4
Inceptionr Llc 4
Moran Wealth Management, LLC 4
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 4
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 4
Smith Asset Management Group Lp 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
First Citizens Bank & Trust Co 4
IWC - iSHARES TRUST - iShares Micro-Cap ETF 4
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 4
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 4
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 4
Mendota Financial Group, LLC 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
Ab Pooling Portfolios 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 4
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 4
Sandy Spring Bank 4
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 4
Legacy Financial Advisors, Inc. 4
Centaurus Financial, Inc. 4
Visium Asset Management, LP 4
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 4
Icon Wealth Advisors, LLC 4
Alphasimplex Group, Llc 4
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
Merit Financial Group, LLC 4
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 4
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 4
RFP Financial Group LLC 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
Centerpoint Advisors, LLC 4
Creative Financial Designs Inc /adv 4
Manning & Napier Advisors Llc 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
CLARET ASSET MANAGEMENT Corp 4
Strategic Wealth Partners, Ltd. 4
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 4
Integrated Wealth Concepts LLC 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 4
Perigon Wealth Management, LLC 4
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4
Pinnacle Financial Partners Inc 4
CX Institutional 4
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 4
Truvestments Capital Llc 4
Selective Wealth Management, Inc. 4
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
Redhawk Wealth Advisors, Inc. 4
Sanctuary Wealth Advisors, LLC 4
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 4
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 4
Enlightenment Research, LLC 4
Cary Street Partner Investment Advisory Llc 4
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 4
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I 4
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 4
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4
Brewin Dolphin Ltd 4
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 4
Zions Bancorporation, N.A. 4
Thoroughbred Financial Services, Llc 4
HHM Wealth Advisors, LLC 4
HFM Investment Advisors, LLC 4
Wealthfront Inc 4
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 4
Colonial Trust Co / SC 4
Bay Harbor Wealth Management, LLC 4
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 4
Westwood Holdings Group Inc 4
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 4
Harvest Investment Services, LLC 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
Salomon & Ludwin, LLC 4
Strategic Blueprint, LLC 4
Wealthspire Advisors, LLC 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Schechter Investment Advisors, LLC 4
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 4
Nicholas Investment Partners, LP 4
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 4
Qtron Investments LLC 4
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 4
Gerstein Fisher 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 4
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 4
Princeton Global Asset Management LLC 4
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 4
Garrett Wealth Advisory Group, LLC 4
Treasurer of the State of North Carolina 4
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 4
Prestige Wealth Management Group LLC 4
IMC-Chicago, LLC 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 4
Comerica Securities,inc. 4
Vestmark Advisory Solutions, Inc. 4
WealthStone, Inc. 4
Coastal Investment Advisors, Inc. 4
Meiji Yasuda Life Insurance Co 4
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4
Leap Investments Lp 4
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 4
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
Arden Investment Series Trust 4
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 4
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 4
UMA Financial Services, Inc. 4
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 4
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 4
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 4
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 4
Capital Research Global Investors 4
Jnl Series Trust - Jnl/mellon International Index Fund (a) 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
Zacks Investment Management 4
Deprince Race & Zollo Inc 4
Reynolds Capital Management Llc 4
Silvercrest Asset Management Group Llc 4
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 4
Fortitude Advisory Group L.L.C. 4
R Squared Ltd 4
Beacon Capital Management, LLC 4
Legato Capital Management LLC 4
Horizon Investments, LLC 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 4
Ninety One SA (PTY) Ltd 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 4
Sit Investment Associates Inc 4
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 4
Simplicity Wealth,LLC 4
Colonial Trust Advisors 4
Artha Asset Management LLC 4
Mbb Public Markets I Llc 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 4
B. Metzler seel. Sohn & Co. AG 4
SJS Investment Consulting Inc. 4
Regentatlantic Capital Llc 4
Manchester Capital Management LLC 4
Parametrica Management Ltd 4
Riggs Asset Managment Co. Inc. 4
Polar Asset Management Partners Inc. 4
Growth Fund Of America 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
Thompson Siegel & Walmsley Llc 4
Scout Investments, Inc. 4
Desjardins Global Asset Management Inc. 4
Wayfinding Financial, LLC 4
Erste Asset Management GmbH 4
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
Tradewinds Capital Management, LLC 4
GHP Investment Advisors, Inc. 4
Emerald Advisers, Llc 4
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 4
Highline Wealth Partners Llc 4
EBI - RBB Fund Trust - Longview Advantage ETF 4
Emerald Mutual Fund Advisers Trust 4
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 4
Enterprise Financial Services Corp 4
Dark Forest Capital Management Lp 4
Advisor Resource Council 4
Advisor Partners Llc 4
Clinton Group Inc 4
Manatuck Hill Partners, LLC 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
VIOPX - VALIC Co I - International Opportunities Fund 4
Hennion & Walsh Asset Management, Inc. 4
World Asset Management Inc 4
Yorktown Management & Research Co Inc 4
Commonwealth Bank Of Australia 4
Barometer Capital Management Inc. 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
Cromwell Holdings LLC 4
Systematic Alpha Investments, LLC 4
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 4
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 4
B. Metzler seel. Sohn & Co. Holding AG 4
TD Capital Management LLC 4
Standard Family Office LLC 4
Investment Management Corp of Ontario 4
Css Llc/il 4
Tradition Wealth Management, LLC 4
Interchange Capital Partners, LLC 4
Natixis Investment Managers International 4
Mason Street Advisors, Llc 4
Avalon Advisors, Llc 4
Inspire Advisors, LLC 4
Hilltop Holdings Inc. 4
Alpha Paradigm Partners, LLC 4
Vantage Consulting Group Inc 4
AWM Investment Company, Inc. 4
Opal Wealth Advisors, LLC 4
Scopus Asset Management, L.p. 4
GPS Wealth Strategies Group, LLC 4
Maryland State Retirement & Pension System 4
Waddell & Reed Financial Inc 4
Hemington Wealth Management 4
Rockefeller Financial Services Inc 4
Thornburg Investment Management Inc 4
Eminence Capital, Lp 4
State Of Michigan Retirement System 4
University Of Texas/texas Am Investment Managment Co 4
Trust Co Of Vermont 4
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 4
Tokio Marine Asset Management Co Ltd 4
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 4
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 4
Hexavest Inc. 4
RBB FUND, INC. - Aquarius International Fund 4
Cumberland Partners Ltd 4
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
Leavell Investment Management, Inc. 4
Sigma Planning Corp 4
GW&K Investment Management, LLC 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 4
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
West Oak Capital, LLC 4
Hilton Capital Management, LLC 4
Hollencrest Capital Management 4
Disciplined Investments, LLC 4
Toth Financial Advisory Corp 4
Baker Avenue Asset Management, LP 4
Gulf International Bank (UK) Ltd 4
Weiss Multi-Strategy Advisers LLC 4
Marvin & Palmer Associates Inc 4
Pinnacle Associates Ltd 4
Royal Fund Management, LLC 4
Global Financial Private Client, LLC 4
Gen-Wealth Partners Inc 4
Daiwa Capital Markets America Inc. 4
Landscape Capital Management, L.l.c. 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
F&C Asset Management plc 4
Diversify Advisory Services, LLC 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 4
Champlain Investment Partners, LLC 4
CCMG - EA Series Trust - CCM Global Equity ETF 4
Tredje AP-fonden 4
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 4
Zweig-DiMenna Associates LLC 4
Baillie Gifford & Co 4
MCF Advisors LLC 4
M&g Investment Management Ltd 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4
Montag A & Associates Inc 4
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4
Candlestick Capital Management LP 4
Pacific Capital Wealth Advisors, Inc 4
Westfield Capital Management Co Lp 4
Ninety One North America, Inc. 4
Gyon Technologies Capital Management, LP 4
Vestcor Inc 4
Macroview Investment Management Llc 4
Mackay Shields Llc 4
Royal London Asset Management Ltd 4
Gamco Investors, Inc. Et Al 4
Azzad Asset Management Inc /adv 4
Banque Cantonale Vaudoise 4
Illinois Municipal Retirement Fund 4
Koshinski Asset Management, Inc. 4
Venture Visionary Partners LLC 4
Livforsakringsbolaget Skandia, Omsesidigt 4
SkyOak Wealth, LLC 4
Capital International Inc /ca/ 4
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 4
Crestline Management, LP 4
Capital Advisors, Ltd. LLC 4
I.g. Investment Management, Ltd. 4
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 4
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 4
Agf Investments Inc. 4
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 4
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 4
Meiji Yasuda Asset Management Co Ltd. 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 4
Capital Wealth Planning, LLC 4
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
Janney Capital Management LLC 4
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 4
Warren Averett Asset Management, LLC 4
Spectrum Management Group, LLC 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
Sequoia Financial Advisors, LLC 4
Kornitzer Capital Management Inc /ks 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 4
Wbi Investments, Inc. 4
Managed Account Advisors Llc 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
Moore Capital Management, Lp 4
nVerses Capital, LLC 4
Entropy Technologies, LP 4
JNBA Financial Advisors 4
Handelsinvest Investeringsforvaltning 4
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 4
Private Ocean, LLC 4
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 4
Asset Dedication, LLC 4
Granite Investment Partners, LLC 4
EntryPoint Capital, LLC 4
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
Exane Derivatives 4
Susquehanna Portfolio Strategies, LLC 4
VGLSX - VALIC Co I - Global Strategy Fund 4
Bristlecone Advisors, LLC 4
VCSLX - VALIC Co I - Small Cap Index Fund 4
Tradeworx Inc. 4
Wilbanks Smith & Thomas Asset Management Llc 4
Plato Investment Management Ltd 4
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4
Gideon Capital Advisors, Inc. 4
Forsta Ap-fonden 4
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
BFOR - ALPS ETF Trust - Barron's 400 ETF 4
Rothschild Asset Management Inc 4
Quest Partners LLC 4
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 4
Mckinley Capital Management Llc /delaware 4
Citizens Financial Group Inc/ri 4
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 4
Private Wealth Management Group, LLC 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
Symphony Asset Management Llc 4
First Allied Advisory Services, Inc. 4
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 4
Tcw Group Inc 4
Invictus RG Pte. Ltd. 4
Invictus RG 4
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 4
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 4
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 4
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 4
DiNuzzo Private Wealth, Inc. 4
Stone Ridge Asset Management LLC 4
Great Lakes Advisors, Llc 4
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 4
WASHINGTON TRUST Co 4
Bailard, Inc. 4
E. Ohman J:or Asset Management AB 4
Signet Financial Management, Llc 4
Petrus Trust Company, LTA 4
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 4
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 4
J.w. Cole Advisors, Inc. 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
Quinn Opportunity Partners LLC 4
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 4
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 4
AdvisorShares Investments LLC 4
Lombard Odier Asset Management (Switzerland) SA 4
Pine River Capital Management L.P. 4
Allstate Corp 4
Rakuten Securities, Inc. 4
Universal- Beteiligungs- und Servicegesellschaft mbH 4
Virtus Investment Advisers, Inc. 4
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 4
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 4
New Mexico Educational Retirement Board 4
First Personal Financial Services 4
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 4
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 4
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 4
SLPIX - Profunds - Small-cap Profund Investor Class 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF 4
Argent Capital Management Llc 4
Fayez Sarofim & Co 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
Adage Capital Partners Gp, L.l.c. 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
CWA Asset Management Group, LLC 4
SAC Capital Advisors LP 4
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 4
Sei Trust Co 4
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 4
Vident Advisory, LLC 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
Scotia Capital Inc. 4
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 4
Harbour Capital Advisors, LLC 4
Brinker Capital Investments, LLC 4
Menta Capital Llc 4
Teton Westwood Funds 4
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 4
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 4
Norden Group Llc 4
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
Old Mission Capital Llc 4
Harvest Fund Management Co., Ltd 4
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 4
Empowered Funds, LLC 4
United Capital Financial Advisers, Llc 4
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 4
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF 4
Independent Advisor Alliance 4
AE Wealth Management LLC 4
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 4
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 4
Summit Global Investments 4
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 4
Securian Asset Management, Inc 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
Pinnacle Bancorp, Inc. 4
SpiderRock Advisors, LLC 4
YorkBridge Wealth Partners, LLC 4
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 4
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 4
Achmea Investment Management B.V. 4
Fieldpoint Private Securities, LLC 4
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 4
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 4
BDO Wealth Advisors, LLC 4
Phoenix Holdings Ltd. 4
Pendal Group Ltd 4
AlphaStar Capital Management, LLC 4
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 4
Mesirow Financial Investment Management, Inc. 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
Legacy Advisors, LLC 4
Portside Wealth Group, LLC 4
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 4
SG3 Management, LLC 4
UniSuper Management Pty Ltd 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
Lighthouse Investment Partners, LLC 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 4
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 4
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 4
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 4
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 4
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 4
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 4
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 4
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 4
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 4
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 4
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 4
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 4
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 4
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 4
RidgeWorth Capital Management LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 4
Profunds - Profund Vp Oil & Gas 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 4
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 4
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 4
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 4
ORG Partners LLC 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
Aberdeen Asset Management Plc/uk 4
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 4
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
Gabelli Go Anywhere Trust 4
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 4
Gabelli Dividend & Income Trust 4
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 4
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 4
Waddell & Reed Advisors Funds 4
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 4
Frank, Rimerman Advisors LLC 4
Rossby Financial, LCC 4
Tucker Asset Management Llc 4
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 4
Resona Asset Management Co.,Ltd. 4
Park Avenue Securities Llc 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 4
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 4
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 4
Grey Street Capital, LLC 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 4
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 4
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 4
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 4
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 4
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 4
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 4
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 4
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 4
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 4
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 4
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 4
Symons Capital Management Inc 4
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 4
Royce Value Trust Inc 4
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 4
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 4
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 4
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 4
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 4
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 4
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 4
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 4
Linden Thomas Advisory Services, LLC 4
Chicago Equity Partners Llc 4
Point72 Middle East FZE 4
Mfs Charter Income Trust 4
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 4
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 4
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 4
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
Oppenheimer Global Multi-asset Growth Fund 4
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
IndexIQ Advisors LLC 4
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 4
Sherbrooke Park Advisers Llc 4
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund 4
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 4
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 4
Tfs Capital Investment Trust 4
Kula Investments, LLC 4
Rydex Etf Trust 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 4
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 4
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 4
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF 4
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 4
Whitnell & Co. 4
LGT Financial Advisors LLC 4
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 4
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 4
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 4
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 4
Wood Tarver Financial Group, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 3
EverPoint Asset Management, LLC 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
Stephens Consulting, LLC 3
FSA Wealth Management LLC 3
One Wealth Advisors, LLC 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
Diametric Capital, LP 3
Trust Investment Advisors 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
Willingdon Wealth Management 3
Banco BTG Pactual S.A. 3
Avestar Capital, LLC 3
ICONIQ Capital, LLC 3
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 3
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 3
HighMark Wealth Management LLC 3
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 3
Kavi Asset Management, LP 3
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 3
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
NS Partners Ltd 3
Johnson Investment Counsel Inc 3
Boussard & Gavaudan Investment Management LLP 3
Focused Wealth Management, Inc 3
Mediolanum International Funds Ltd 3
Swedbank AB 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
Callan Capital, LLC 3
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 3
BNP Paribas Investment Partners S.A. 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Northern Trust Co Of Connecticut 3
Logan Capital Management Inc 3
Catapult Capital Management Llc 3
Community Bank, N.A. 3
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3
Index Management Solutions, LLC 3
Eudaimonia Partners, LLC 3
Capital A Wealth Management, LLC 3
Veracity Capital LLC 3
Moors & Cabot, Inc. 3
BerganKDV Wealth Management, LLC 3
Symphony Financial, Ltd. Co. 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
Voya Financial Advisors, Inc. 3
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 3
Tobam 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
Financial Perspectives, Inc 3
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 3
BlueCrest Capital Management LLP 3
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 3
Aurora Investment Counsel 3
Jupiter Asset Management Ltd 3
Rosenberg Matthew Hamilton 3
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 3
Jane Street Holding, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3
J. Goldman & Co LP 3
Qs Batterymarch Financial Management, Inc 3
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
TrimTabs Asset Management, LLC 3
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 3
Fulton Bank, N.a. 3
Lansforsakringar Fondforvaltning AB (publ) 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 3
NuWave Investment Management, LLC 3
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 3
Cable Hill Partners, LLC 3
Societe Generale 3
FundVantage Trust - Verplanck Balanced Fund 3
Jackson, Grant Investment Advisers, Inc. 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 3
Banco de Sabadell, S.A 3
Denali Advisors Llc 3
AIEQ - ETF Managers Trust - AI Powered Equity ETF 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
Beverly Hills Private Wealth, LLC 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
Lenox Wealth Advisors, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 3
Edge Wealth Management LLC 3
Wealthcare Advisory Partners LLC 3
SWS Partners 3
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 3
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 3
Weiss Asset Management LP 3
Coca Cola Co 3
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 3
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 3
Knowledge Leaders Capital, LLC 3
Lake Street Advisors Group, Llc 3
Forward Management, LLC 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
First Financial Corp /in/ 3
St. Johns Investment Management Company, LLC 3
Ibex Wealth Advisors 3
HMS Capital Management, LLC 3
Rs Investment Trust 3
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 3
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 3
Sageworth Trust Co 3
Chevy Chase Trust Holdings, Inc. 3
Xact Kapitalforvaltning AB 3
Tompkins Financial Corp 3
Etf Managers Group, Llc 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 3
BBVA USA Bancshares, Inc. 3
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 3
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 3
Delta Asset Management Llc/tn 3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3
Levin Capital Strategies, L.p. 3
World Equity Group, Inc. 3
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 3
First Command Bank 3
First Command Financial Services, Inc. 3
Foundry Partners, LLC 3
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 3
DnB Asset Management AS 3
Chiron Investment Management, LLC 3
American National Bank 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
First Command Advisory Services, Inc. 3
Farmers & Merchants Trust Co of Chambersburg PA 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 3
Kwmg, Llc 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
JT Stratford LLC 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
Shinko Asset Management Co., Ltd. 3
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 3
Integral Derivatives, LLC 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
Nissay Asset Management Corp /japan/ /adv 3
First Capital Advisors Group, LLC. 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
Next Century Growth Investors Llc 3
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 3
Cim, Llc 3
RBB FUND, INC. - Adara Smaller Companies Fund 3
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 3
Gilder Gagnon Howe & Co Llc 3
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 3
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 3
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 3
Gf Fund Management Co. Ltd. 3
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 3
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 3
Symmetry Partners, LLC 3
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 3
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 3
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 3
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
Maven Securities LTD 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 3
Rockbridge Investment Management, LCC 3
Lenox Wealth Management, Inc. 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Adviser Investments LLC 3
Tarbox Family Office, Inc. 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
First Horizon Corp 3
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 3
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 3
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
First Midwest Bank Trust Division 3
Agf Management Ltd 3
6 Meridian 3
Cypress Capital Management LLC (WY) 3
Cape Investment Advisory, Inc. 3
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
Banco Santander, S.A. 3
West Family Investments, Inc. 3
Founders Financial Alliance, LLC 3
Hudock, Inc. 3
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 3
Camarda Financial Advisors, LLC 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
ACDAX - AMERICAN BEACON FUNDS - American Beacon Acadian Emerging Markets Managed Volatility Fund A Class 3
Korea Investment CORP 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 3
Cordant, Inc. 3
Paces Ferry Wealth Advisors, Llc 3
Truewealth Llc 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 3
PENN SERIES FUNDS INC - Developed International Index Fund 3
Brandes Investment Partners, Lp 3
Denver Investment Advisors Llc 3
Oppenheimer International Equity Fund 3
North Fourth Asset Management, LP 3
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 3
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 3
Pittenger & Anderson Inc 3
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
Calvert Impact Fund Inc 3
Wolff Wiese Magana Llc 3
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
Advantage Investment Management, Llc 3
Pacific Center for Financial Services 3
Anchor Capital Advisors Llc 3
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
FT Options LLC 3
E Fund Management Co., Ltd. 3
Capital World Growth & Income Fund 3
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
Calamos Advisors LLC 3
Cim Investment Mangement Inc 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
Kennedy Capital Management, Inc. 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
Doyle Wealth Management 3
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 3
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 3
Dunvegan Associates, Inc. 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 3
Glg Llc 3
Pnc Funds 3
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 3
Fieldview Capital Management, LLC 3
Knights of Columbus Asset Advisors LLC 3
Golden State Equity Partners 3
Taylor Hoffman Wealth Management 3
Trustcore Financial Services, Llc 3
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 3
Capital Impact Advisors, LLC 3
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 3
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 3
Holistic Financial Partners 3
Annapolis Financial Services, LLC 3
Laffer Investments 3
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 3
GLG Partners LP 3
Synergy Financial Management, LLC 3
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 3
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 3
QCM Cayman, Ltd. 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 3
Causeway Capital Management Llc 3
Spot Trading L.l.c. 3
RBF Capital, LLC 3
Cambridge Trust Co 3
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
Kowal Investment Group, LLC 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Rialto Wealth Management, LLC 3
Cyndeo Wealth Partners, LLC 3
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 3
Mizuho Securities Usa Llc 3
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
Bayforest Capital Ltd 3
WealthTrust-Arizona, LLC 3
Capital Bank & Trust Co 3
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 3
Halbert Hargrove Global Advisors, Llc 3
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 3
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 3
Credential Qtrade Securities Inc. 3
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 3
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 3
Childress Capital Advisors, Llc 3
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 3
Vigilant Capital Management, LLC 3
SOA Wealth Advisors, LLC. 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
Monument Capital Management 3
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 3
Putnam Fl Investment Management Co 3
Bridges Investment Management Inc 3
Humankind Benefit Corp - Humankind US Stock ETF 3
Field & Main Bank 3
Cerebellum GP, LLC 3
Wellington Shields Capital Management, LLC 3
Manning & Napier Group, LLC 3
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 3
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 3
Claraphi Advisory Network, LLC 3
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 3
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 3
Connectus Wealth, LLC 3
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
Greenwood Capital Associates Llc 3
Quantessence Capital LLC 3
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 3
Gateway Investment Advisers Llc 3
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 3
CHURCHILL MANAGEMENT Corp 3
Alaethes Wealth LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
Kestra Investment Management, LLC 3
AXS Investments LLC 3
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 3
Regal Investment Advisors LLC 3
NewEdge Wealth, LLC 3
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 3
Invesco Bond Fund 3
Longfellow Investment Management Co Llc 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
Pallas Capital Advisors LLC 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
Sargent Bickham Lagudis LLC 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
Siemens Fonds Invest GmbH 3
Soviero Asset Management, LP 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
Alyeska Investment Group, L.P. 3
Delos Wealth Advisors, LLC 3
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 3
Naples Global Advisors, Llc 3
Mattson Financial Services, LLC 3
Kingdon Capital Management, L.l.c. 3
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 3
Principia Wealth Advisory, LLC 3
Independent Portfolio Consultants, Inc. 3
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 3
Transamerica Financial Advisors, Inc. 3
PGGM Investments 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
Henderson Global Funds 3
VitalStone Financial, LLC 3
Evergreen Capital Management Llc 3
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 3
Binnacle Investments Inc 3
Wright Investors Service Inc 3
Marathon Asset Mgmt Ltd 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 3
Hermes Investment Management Ltd 3
Hallmark Capital Management Inc 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 3
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3
Rakuten Investment Management, Inc. 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
Bp Plc 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 3
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 3
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Baker Ellis Asset Management LLC 3
Voya Emerging Markets High Dividend Equity Fund 3
Mfs Multimarket Income Trust 3
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 3
Legacy Investment Solutions, LLC 3
Legacy Wealth Managment, LLC/ID 3
Claris Advisors, Llc / Mo / 3
Calvert Investment Management, Inc. 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 3
Congress Wealth Management LLC / DE / 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
Blue Chip Partners, Inc. 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 3
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
Buckingham Strategic Partners 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3
K.J. Harrison & Partners Inc 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
Hennessy Advisors Inc 3
Washington Trust Advisors, Inc. 3
Parkworth Wealth Management, Inc. 3
CenterBook Partners LP 3
Journey Strategic Wealth Llc 3
Corvex Management LP 3
Mark Sheptoff Financial Planning, Llc 3
Family Firm, Inc. 3
Elequin Capital Lp 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 3
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
Zullo Investment Group, Inc. 3
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 3
Teton Advisors, Inc. 3
Tfs Capital Llc 3
Forum Financial Management, LP 3
Cadence Capital Management Llc 3
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 3
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 3
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3
Columbus Circle Investors 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
Genus Capital Management Inc. 3
WPG Advisers, LLC 3
Lombard Odier Asset Management (USA) Corp 3
SECOR Capital Advisors, LP 3
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 3
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 3
Reliance Trust Co Of Delaware 3
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 3
South Dakota Investment Council 3
Quent Capital, LLC 3
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
EATV - ADVISORS SERIES TRUST - VegTech Plant-based Innovation & Climate ETF 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
Intact Investment Management Inc. 3
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
Gluskin Sheff & Assoc Inc 3
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 3
Peak6 Llc 3
Winton Diversified Opportunities Fund 3
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
IPG Investment Advisors LLC 3
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 3
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 3
LGT Group Foundation 3
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 3
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 3
ArrowMark Colorado Holdings LLC 3
Impact Partnership Wealth, LLC 3
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 3
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 3
Carlson Capital L P 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
GV Financial Advisors 3
Zeke Capital Advisors, Llc 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
Geduld E E 3
Baader Bank INC 3
Beaird Harris Wealth Management, LLC 3
Td Asset Management Usa Funds Inc. 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
Retirement Wealth Solutions LLC 3
Cookson Peirce & Co Inc 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
Private Wealth Asset Management, LLC 3
Farringdon Capital, Ltd. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 3
Greenleaf Trust 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 3
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 3
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 3
Barrow Hanley Mewhinney & Strauss Llc 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
Dfa Investment Trust Co - The Japanese Small Company Series 3
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
NOBOX - Northern Funds - Northern Bond Index Fund 3
Santa Fe Partners LLC 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 3
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 3
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 3
Advanced Series Trust - Ast Small-cap Growth Portfolio 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 3
Advanced Series Trust - Ast International Growth Portfolio 3
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 3
Saturna Capital CORP 3
Roble, Belko & Company, Inc 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 3
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
Advanced Series Trust - Ast Advanced Strategies Portfolio 3
Epoch Investment Partners, Inc. 3
Wedbush Securities Inc 3
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 3
Personal Cfo Solutions, Llc 3
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 3
Pictet Asset Management Ltd 3
Munder Series Trust 3
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 3
Chimera Capital Management LLC 3
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 3
Gabelli Healthcare & Wellnessrx Trust 3
Nuveen Core Equity Alpha Fund 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 3
Lloyds Banking Group plc 3
Axxcess Wealth Management, Llc 3
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 3
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
Oppenheimer Main Street Mid Cap Fund 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 3
Dsm Capital Partners Llc 3
Jump Trading, Llc 3
GeoWealth Management, LLC 3
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
La Banque Postale Asset Management SA 3
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 3
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 3
Janus Capital Management Llc 3
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 3
Arden Trust Co 3
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 3
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 3
Benjamin Edwards Inc 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
New York Life Investment Management Llc 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 3
Nova Wealth Management, Inc. 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 3
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 3
Thomas White International Ltd 3
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 3
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 3
Qsemble Capital Management, LP 3
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 3
Cornercap Investment Counsel Inc 3
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
Easterly Investment Partners Llc 3
Kore Private Wealth LLC 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
Oppenheimer Master International Value Fund, Llc 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
Liberty Wealth Management Llc 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 3
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 3
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 3
CAMFX - Advisors' Inner Circle Fund - Cambiar International Small Cap Fund Institutional Class Shares 3
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 3
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 3
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 3
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 3
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 3
Executive Wealth Management, LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 3
EULAV Asset Management 3
Legacy Capital Group California, Inc. 3
Voleon Capital Management Lp 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 3
Jump Trading, LLC 3
ICA Group Wealth Management, LLC 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 3
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 3
25 Llc 3
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 3
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 3
Brandywine Oak Private Wealth Llc 3
Hirtle Callaghan & Co LLC 3
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 3
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3
Cynosure Management, Llc 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
Pensionmark Financial Group, Llc 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 3
Stonebridge Financial Group, LLC 3
Alera Investment Advisors, LLC 3
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 3
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 3
Semmax Financial Advisors Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
AMG National Trust Bank 3
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 3
Asahi Life Asset Management Co., Ltd. 3
Innealta Capital, Llc 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
V-Square Quantitative Management LLC 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
Abc Arbitrage Sa 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 3
Paradigm Financial Partners, Llc 3
Costello Asset Management, INC 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
KIFAX - Forward Funds - Salient Select Income Fund Class A 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
Transamerica Partners Portfolios 3
Chilton Investment Co Llc 3
Old North State Trust, LLC 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
Transamerica Partners Funds Group Ii 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 3
Cordatus Wealth Management LLC 3
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 3
Allred Capital Management, LLC 3
Security National Trust Co 3
Chartwell Investment Partners, Llc 3
Profunds - Profund Vp Consumer Goods 3
Evolution Wealth Advisors, LLC 3
Nkcfo Llc 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
Lavaca Capital Llc 3
Profunds - Profund Vp Small-cap Growth 3
Nachman Norwood & Parrott, Inc 3
Transamerica Partners Funds Group 3
Patten Group, Inc. 3
GFS Advisors, LLC 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 3
Greenland Capital Management LP 3
Wakefield Asset Management LLLP 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 3
Gallacher Capital Management LLC 3
Robeco Schweiz AG 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
AIA Group Ltd 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
Equitable Holdings, Inc. 3
Fiduciary Alliance LLC 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
Archford Capital Strategies, LLC 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 3
National Planning Corp 3
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 3
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 3
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares 3
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 3
New England Securities Corp /MA/ 3
VCIEX - VALIC Co I - International Equities Index Fund 3
VCAAX - VALIC Co I - Asset Allocation Fund 3
Cavalier Investments, LLC 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
Davidson Kempner Capital Management Lp 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 3
Park Square Financial Group, LLC 3
SpiderRock Trading LLC 3
Sachetta, LLC 3
Gerber Kawasaki Wealth & Investment Management 3
Andra AP-fonden 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
Arcus Capital Partners, LLC 3
Mizuho Trust & Banking Co., Ltd. 3
Foundations Investment Advisors, LLC 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
Worldquant Millennium Advisors Llc 3
Gupta Wealth Management LLC 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
Moisand Fitzgerald Tamayo, LLC 3
Sheaff Brock Investment Advisors, LLC 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 3
Hoplite Capital Management, L.p. 3
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 3
Castleark Management Llc 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
Rafferty Asset Management, LLC 3
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 3
Oliver Luxxe Assets LLC 3
Spark Investment Management LLC 3
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods 3
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 3
Planning Capital Management Corp 3
Laurel Wealth Advisors, Inc. 3
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 3
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 3
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 3
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 3
Peapack Gladstone Financial Corp 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 3
WealthPLAN Partners, LLC 3
Tsfg, Llc 3
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 3
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 3
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 3
Melvin Capital Management LP 3
Altshuler Shaham Ltd 3
Migdal Insurance & Financial Holdings Ltd. 3
Change Path, LLC 3
Elo Mutual Pension Insurance Co 3
Newtyn Management, LLC 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
Thomas J. Herzfeld Advisors, Inc. 3
Dynamic Capital Management Ltd 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
Tfo-tdc, Llc 3
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 3
Marsico Capital Management Llc 3
Castleview Partners, Llc 3
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 3
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 3
Brinker Capital Inc 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
Fort, L.p. 3
Mv Capital Management, Inc. 3
Capital International Sarl 3
RHJ International SA 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
Capital International Ltd /ca/ 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 3
Groupama Asset Managment 3
Voisard Asset Management Group, Inc. 3
Boston Private Bank & Trust Co 3
Emerald Investment Partners, Llc 3
Interval Partners, LP 3
Suvretta Capital Management, Llc 3
Fjarde Ap-fonden /fourth Swedish National Pension Fund 3
Atlas Capital Advisors Llc 3
USS Investment Management Ltd 3
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
Zions Bancorporation 3
Oberweis Asset Management Inc/ 3
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 3
Zebra Capital Management LLC 3
Maplelane Capital, Llc 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
Whipplewood Advisors, LLC 3
Ada Investment Management, LP 3
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 3
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 3
Brandywine Global Investment Management, LLC 3
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
Advisory Research Inc 3
Apriem Advisors 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
Highland Capital Management, Llc 3
Transcendent Capital Group LLC 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 3
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
McIlrath & Eck, LLC 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
Ar Asset Management Inc 3
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
Nvwm, Llc 3
Adi Capital Management LLC 3
PSCC - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF 3
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 3
Marino, Stram & Associates Llc 3
East Coast Asset Management, LLC. 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
Kiwi Wealth Investments Limited Partnership 3
Richardson Financial Services Inc. 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 3
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
Evermay Wealth Management Llc 3
Echo Street Capital Management LLC 3
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 3
Fairfield, Bush & Co. 3
RVRB - ADVISORS SERIES TRUST - Reverb ETF 3
FLN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Latin America AlphaDEX Fund 3
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 3
Savior LLC 3
Fred Alger Management, Llc 3
Rotella Capital Management, Inc. 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 3
Colony Group Llc 3
PFG Private Wealth Management, LLC 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
Ionic Capital Management LLC 3
Bluefin Trading, LLC 3
Wetzel Investment Advisors, Inc. 3
HighPoint Advisor Group LLC 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
IBM Retirement Fund 3
Piershale Financial Group, Inc. 3
Harbor Investment Advisory, Llc 3
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 3
Turtle Creek Wealth Advisors, LLC 3
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
Koch Industries Inc 3
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 3
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 3
Integrated Wealth Management 3
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 3
Ropes Wealth Advisors Llc 3
Steel Peak Wealth Management LLC 3
Harding Loevner Lp 3
Folger Hill Asset Management LP 3
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 3
Mosaic Family Wealth, LLC 3
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 3
Aperture Investors, LLC 3
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 3
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 3
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 3
Candriam Luxembourg S.C.A. 3
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 3
Van Hulzen Asset Management, LLC 3
WealthCollab, LLC 3
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 3
Belvedere Trading LLC 3
Mine & Arao Wealth Creation & Management, LLC. 3
Anfield Capital Management, LLC 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 3
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 3
Sachem Head Capital Management LP 3
Kehrs Ridge Capital,LLC 3
Dai-ichi Life Holdings, Inc. 3
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 3
Lincoln National Corp 3
Wealth Alliance 3
Icon Advisers Inc/co 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 3
People's United Financial, Inc. 3
Americana Partners, LLC 3
Capula Management Ltd 3
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 3
Chicago Partners Investment Group LLC 3
Cedar Wealth Management, LLC 3
Bollard Group LLC 3
Jag Capital Management, Llc 3
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 3
Partnervest Advisory Services LLC 3
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 3
Woodline Partners LP 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
Solstein Capital, LLC 3
Fiera Capital Corp 3
Center for Financial Planning, Inc. 3
Montag & Caldwell, Llc 3
Cinctive Capital Management LP 3
Sonora Investment Management, LLC 3
Acorn Wealth Advisors, LLC 3
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 3
SOUTH STATE Corp 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class 3
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 3
Arrow Financial Corp 3
Gladius Capital Management LP 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3