Business Credit Institutions - 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
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 102
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 97
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 91
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 88
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 78
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 76
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 76
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 75
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 74
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 74
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 73
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 72
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 72
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 72
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 66
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 65
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 61
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 57
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 56
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 55
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 55
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 49
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 48
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 47
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 46
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 44
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 39
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 38
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 37
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 35
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 33
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 33
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 33
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 31
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 30
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 30
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 30
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 28
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 28
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 27
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 27
Proequities, Inc. 26
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 26
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 25
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 25
UBS Group AG 24
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 24
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 24
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 24
Citadel Advisors Llc 23
Deutsche Bank Ag\ 23
Morgan Stanley 23
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 23
Wells Fargo & Company/mn 23
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 22
Bank Of America Corp /de/ 22
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 22
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 21
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 21
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 21
Yahoo Inc 21
Citigroup Inc 20
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 20
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 20
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 20
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 20
MASTER BOND LLC - Master Total Return Portfolio 20
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 20
Royal Bank Of Canada 20
Jpmorgan Chase & Co 20
Barclays Plc 19
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 19
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 19
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 19
Aberdeen Asia-pacific Income Fund Inc 19
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 19
Geode Capital Management, Llc 19
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 18
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 18
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 18
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 18
Susquehanna International Group, Llp 18
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 18
Bank of New York Mellon Corp 17
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 17
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 17
Goldman Sachs Group Inc 17
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 17
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 17
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 17
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 17
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 17
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 17
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 17
STFBX - Advisers Investment Trust - State Farm Balanced Fund 17
Bnp Paribas Arbitrage, Sa 16
Tower Research Capital LLC (TRC) 16
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 16
Nomura Holdings Inc 16
VCBDX - VALIC Co I - Core Bond Fund 16
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 16
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 16
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 16
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 15
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 15
Credit Suisse Ag/ 15
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 15
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 15
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 15
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 15
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 15
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 15
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 15
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 15
Jane Street Group, Llc 14
Ubs Ag 14
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 14
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 14
Renaissance Technologies Llc 14
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 14
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 14
Wolverine Asset Management Llc 14
Advisor Group Holdings, Inc. 14
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 14
NOBOX - Northern Funds - Northern Bond Index Fund 14
BlackRock, Inc. 14
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 14
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 13
Fmr Llc 13
Css Llc/il 13
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 13
American International Group, Inc. 13
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 13
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 13
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 13
Ameriprise Financial Inc 13
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 13
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 13
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 13
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 13
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 13
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 13
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 13
NOSGX - Northern Funds - Northern Small Cap Value Fund 13
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 12
Pnc Financial Services Group, Inc. 12
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 12
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 12
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 12
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 12
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 12
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 12
IFP Advisors, Inc 12
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 12
Millennium Management Llc 12
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 12
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 12
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 12
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 12
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 12
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 12
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 12
Oppenheimer Etf Trust 12
VDAFX - VALIC Co I - Dynamic Allocation Fund 12
Northern Trust Corp 12
State Street Corp 12
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 12
Lazard Asset Management Llc 12
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 12
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 12
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 12
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 12
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 12
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 12
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 11
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 11
SG Americas Securities, LLC 11
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 11
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 11
New York State Common Retirement Fund 11
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 11
Allianz Asset Management GmbH 11
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 11
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 11
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 11
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 11
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 11
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
Vanguard Group Inc 11
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 11
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 11
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 11
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 11
Dimensional Fund Advisors Lp 11
Envestnet Asset Management Inc 11
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 11
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 11
Six Circles Trust - Six Circles Global Bond Fund 11
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 11
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 10
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 10
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 10
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 10
Tiaa-cref Funds 10
Invesco Ltd. 10
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 10
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 10
Acadian Asset Management Llc 10
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 10
Aqr Capital Management Llc 10
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 10
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 10
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 10
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 10
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 10
Two Sigma Investments, Lp 10
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 10
College Retirement Equities Fund 10
Hrt Financial Lp 10
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 10
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 10
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 10
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 10
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 10
California State Teachers Retirement System 10
Kcg Holdings, Inc. 10
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 10
Russell Investments Group, Ltd. 10
Palisade Capital Management Llc/nj 10
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 10
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 10
Advanced Series Trust - Ast Advanced Strategies Portfolio 10
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 10
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 10
Putnam Investments Llc 10
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 10
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 10
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 10
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 10
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 10
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 10
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 10
Rhumbline Advisers 10
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 10
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 10
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 10
Creative Planning 10
Principal Funds Inc 9
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 9
Bridgeway Capital Management Inc 9
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 9
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 9
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 9
Whitebox Advisors Llc 9
Blair William & Co/il 9
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 9
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 9
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 9
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 9
Bank Of Montreal /can/ 9
Manufacturers Life Insurance Company, The 9
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 9
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 9
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 9
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 9
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 9
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 9
PIMCO FUNDS - PIMCO Short Asset Portfolio 9
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 9
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 9
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 9
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 9
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 9
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 9
Jefferies Group LLC 9
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 9
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 9
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 9
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 9
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 9
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 9
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 9
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 9
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 9
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 9
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 9
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 9
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 9
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 9
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 9
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 9
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 9
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 9
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 9
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 9
BlackRock Investment Management, LLC 9
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 9
BlackRock Fund Advisors 9
Prelude Capital Management, Llc 9
Ladenburg Thalmann Financial Services Inc 9
Hbk Investments L P 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 9
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 9
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 9
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 9
VCSBX - VALIC Co II - Strategic Bond Fund 9
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 9
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 9
Captrust Financial Advisors 8
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 8
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 8
Virtu Financial LLC 8
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 8
Context Capital Management, LLC 8
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 8
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 8
Cutler Group LP 8
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 8
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 8
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 8
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 8
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 8
Advisor Group, Inc. 8
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 8
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 8
O'shaughnessy Asset Management, Llc 8
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 8
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 8
Hartford Mutual Funds Inc/ct 8
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 8
Ground Swell Capital, LLC 8
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 8
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 8
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 8
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 8
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 8
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 8
Parametric Portfolio Associates Llc 8
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 8
Raymond James Financial Services Advisors, Inc. 8
Huntington National Bank 8
MetLife Securities, Inc 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 8
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 8
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 8
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 8
HighTower Advisors, LLC 8
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 8
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 8
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
Two Sigma Securities, Llc 8
Wellington Management Group Llp 8
Vanguard Whitehall Funds 8
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 8
Stifel Financial Corp 8
Two Sigma Advisers, Lp 8
Advent Claymore Convertible Securities & Income Fund 8
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 8
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 8
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 8
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 8
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 8
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 8
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 8
Suntrust Banks Inc 8
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 8
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 8
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 8
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
Cambridge Investment Research Advisors, Inc. 8
Charles Schwab Investment Management Inc 8
MUFG Americas Holdings Corp 8
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 8
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 8
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 8
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 8
Alliancebernstein L.p. 8
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 8
California Public Employees Retirement System 8
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 8
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 7
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 7
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 7
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 7
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 7
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 7
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 7
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 7
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 7
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 7
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 7
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 7
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 7
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 7
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 7
Sei Investments Co 7
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 7
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 7
Steward Partners Investment Advisory, Llc 7
Advent Capital Management /de/ 7
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 7
Vantagepoint Funds 7
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 7
Global X Funds 7
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 7
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 7
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 7
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 7
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 7
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 7
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 7
Eaton Vance Ltd Duration Income Fund 7
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 7
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 7
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 7
VCCCX - VALIC Co I - Capital Conservation Fund 7
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 7
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 7
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 7
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 7
State Farm Mutual Fund Trust 7
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 7
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 7
State Farm Variable Product Trust 7
Us Bancorp \de\ 7
PENN SERIES FUNDS INC - International Equity Fund 7
BlackRock Institutional Trust Company, N.A. 7
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 7
BlackRock Advisors LLC 7
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 7
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 7
Hsbc Holdings Plc 7
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 7
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 7
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 7
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 7
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 7
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 7
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 7
Allworth Financial LP 7
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 7
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 7
D.a. Davidson & Co. 7
Thrivent Financial For Lutherans 7
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 7
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 7
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 7
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 7
QCVAX - Clearwater Investment Trust - Clearwater International Fund 7
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 7
Panagora Asset Management Inc 7
Group One Trading, L.p. 7
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 7
Calamos Advisors LLC 7
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 7
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 7
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 7
Walleye Trading LLC 7
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 7
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 7
Metropolitan Life Insurance Co/ny 7
Ssi Investment Management Llc 7
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
Cnh Partners Llc 7
Northwestern Mutual Wealth Management Co 7
RBF Capital, LLC 7
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 7
Paloma Partners Management Co 7
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 7
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 7
Russell Frank Co/ 7
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 7
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
VCCBX - VALIC Co II - Core Bond Fund 7
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 7
Blackrock Corporate High Yield Fund, Inc. 7
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 7
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 7
Pimco Corporate & Income Strategy Fund 7
Pimco Corporate & Income Opportunity Fund 7
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 7
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 7
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 7
GGBFX - GuideStone Funds - Global Bond Fund Investor 7
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 6
Nationwide Fund Advisors 6
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6
Manager Directed Portfolios - Pemberwick Fund Shares 6
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 6
National Asset Management, Inc. 6
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 6
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 6
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 6
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 6
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 6
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 6
Ameritas Investment Partners, Inc. 6
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 6
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 6
Cwm, Llc 6
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 6
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 6
Managed Account Advisors Llc 6
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 6
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 6
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 6
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 6
Simplex Trading, Llc 6
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 6
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 6
Eaton Vance Management 6
Vanguard Index Funds 6
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 6
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 6
Raymond James & Associates 6
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 6
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 6
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 6
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 6
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 6
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 6
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 6
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 6
LPL Financial LLC 6
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 6
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 6
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 6
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 6
Parallax Volatility Advisers, L.P. 6
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 6
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 6
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 6
Mfs Multimarket Income Trust 6
Allspring Global Investments Holdings, LLC 6
Legal & General Group Plc 6
Verition Fund Management LLC 6
Claymore Exchange-traded Fund Trust 6
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 6
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 6
Allianzgi Convertible & Income Fund 6
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 6
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 6
D. E. Shaw & Co., Inc. 6
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 6
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 6
Allianzgi Convertible & Income Fund Ii 6
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 6
Global Retirement Partners, LLC 6
Comerica Bank 6
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 6
Victory Capital Management Inc 6
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 6
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 6
JNL SERIES TRUST - JNL Bond Index Fund (I) 6
Mfs Charter Income Trust 6
Federation des caisses Desjardins du Quebec 6
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6
Aberdeen Global Income Fund Inc 6
Vanguard World Fund 6
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 6
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 6
Nuveen Asset Management, LLC 6
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 6
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 6
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 6
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 6
Pimco Dynamic Income Fund 6
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 6
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
eCIO, Inc. 6
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 6
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 6
SLPIX - Profunds - Small-cap Profund Investor Class 6
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 6
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 6
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 6
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 6
VCSLX - VALIC Co I - Small Cap Index Fund 6
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 6
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 6
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 6
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 6
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 6
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 6
Raymond James Financial Inc 6
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
Fifth Third Bancorp 6
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 6
Parallel Advisors, LLC 6
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 6
IWC - iSHARES TRUST - iShares Micro-Cap ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 6
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 6
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 6
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
Old Mission Capital Llc 6
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 6
Six Circles Trust - Six Circles Credit Opportunities Fund 6
Harbour Investments, Inc. 6
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 6
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 6
BlackRock Credit Strategies Fund 6
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 6
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 6
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 6
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 6
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 6
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 6
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 6
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 6
WFG Advisors, LP 6
Amalgamated Bank 6
Ancora Advisors, LLC 6
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 6
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 6
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 6
Silverback Asset Management Llc 6
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 6
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 6
Oaktree Capital Management Lp 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 6
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 6
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 6
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 6
Truist Financial Corp 6
PENN SERIES FUNDS INC - Developed International Index Fund 5
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 5
First Trust Advisors Lp 5
Wedbush Securities Inc 5
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 5
Global Macro Portfolio - Global Macro Portfolio 5
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 5
Jpmorgan Trust Iii 5
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 5
Oxford Asset Management Llp 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 5
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 5
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 5
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 5
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 5
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
Gupta Wealth Management LLC 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 5
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 5
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 5
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 5
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 5
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 5
Dreyfus High Yield Strategies Fund 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 5
Seacrest Wealth Management, Llc 5
Westwood Holdings Group Inc 5
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 5
GAMMA Investing LLC 5
Larson Financial Group LLC 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5
Nicholas Investment Partners, LP 5
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 5
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5
MetLife Investment Management, LLC 5
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5
We Are One Seven, LLC 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 5
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 5
Qube Research & Technologies Ltd 5
FNY Investment Advisers, LLC 5
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 5
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 5
Context Partners Fund, L.p. 5
Walleye Capital LLC 5
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 5
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 5
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 5
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5
Shaolin Capital Management LLC 5
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 5
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5
Campbell Multi-strategy Trust 5
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 5
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 5
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 5
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 5
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 5
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 5
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 5
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 5
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 5
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 5
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 5
Ubs Asset Management Americas Inc 5
NSIDX - Northern Funds - Northern Small Cap Index Fund 5
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 5
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 5
Equitec Specialists, Llc 5
Farmers & Merchants Investments Inc 5
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 5
Clear Street Markets Llc 5
Eqis Capital Management, Inc. 5
Strs Ohio 5
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
GIMFX - GMO TRUST - GMO Implementation Fund 5
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 5
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 5
Nisa Investment Advisors, Llc 5
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 5
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 5
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 5
American Portfolios Advisors 5
Glenmede Trust Co Na 5
Bb&t Securities, Llc 5
Linden Advisors Lp 5
Empyrean Capital Partners, LP 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 5
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 5
NEXT Financial Group, Inc 5
American Century Companies Inc 5
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 5
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 5
Connor, Clark & Lunn Investment Management Ltd. 5
Signaturefd, Llc 5
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 5
Benjamin F. Edwards & Company, Inc. 5
Carroll Financial Associates, Inc. 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
Mohican Financial Management, LLC 5
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 5
Sawtooth Solutions, LLC 5
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 5
Pacer Advisors, Inc. 5
Sterling Capital Management LLC 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Stratos Wealth Partners, LTD. 5
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 5
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 5
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 5
Advisory Services Network, LLC 5
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 5
Squarepoint Ops LLC 5
Man Group plc 5
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 5
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 5
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 5
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 5
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 5
Acrospire Investment Management LLC 5
Janney Montgomery Scott LLC 5
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 5
EverSource Wealth Advisors, LLC 5
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 5
Capstone Investment Advisors, Llc 5
Brandywine Global Investment Management, LLC 5
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 5
Cubist Systematic Strategies, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 5
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 5
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 5
Axa S.a. 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 5
Wealthspire Advisors, L.P. 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 5
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 5
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 5
Wolverine Trading, Llc 5
Hartland & Co., LLC 5
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 5
Empowered Funds, LLC 5
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 5
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 5
City Financial Investment Co Ltd 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 5
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 5
Profunds - Profund Vp Ultrasmall-cap 5
Profunds - Profund Vp Small-cap 5
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
Geneos Wealth Management Inc. 5
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 5
Invesco Bond Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5
Schroder Investment Management Group 5
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 5
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 5
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 5
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 5
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 5
CIBC Private Wealth Group, LLC 5
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
Marshall Wace, Llp 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 5
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 5
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 5
Allianzgi Diversified Income & Convertible Fund 5
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 5
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 5
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 5
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 5
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 5
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 5
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 5
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 5
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 5
Los Angeles Capital Management Llc 5
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 5
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 5
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 5
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 5
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 5
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 5
INDF - EXCHANGE TRADED CONCEPTS TRUST - Nifty India Financials ETF 5
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 5
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 5
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 5
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 5
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 5
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 5
Ergoteles LLC 5
John Hancock Hedged Equity & Income Fund 5
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 5
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 5
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 5
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 5
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 5
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 5
Hudson Bay Capital Management LP 5
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 5
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 5
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 5
IWM - iSHARES TRUST - iShares Russell 2000 ETF 5
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 5
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 5
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 5
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 5
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 5
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 5
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 5
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 5
PENN SERIES FUNDS INC - Small Cap Index Fund 5
Global Income Builder Portfolio - Global Income Builder Portfolio 5
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 5
Dinsmore Capital Management Co/nj 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
Old Mission Capital, Llc 4
Gsa Capital Partners Llp 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
RidgeWorth Capital Management LLC 4
Allianzgi Equity & Convertible Income Fund 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
Vanguard Convertible Securities Fund 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
Nuveen Multi-Asset Income Fund 4
Police & Firemen's Retirement System of New Jersey 4
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 4
MBOVX - M FUND INC - M Large Cap Value Fund 4
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 4
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 4
Great Lakes Advisors, Llc 4
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 4
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 4
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
Martingale Asset Management L P 4
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 4
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 4
Swiss National Bank 4
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 4
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 4
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
Great West Life Assurance Co /can/ 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 4
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 4
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 4
Oppenheimer Funds Inc 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 4
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 4
Cornerstone Advisors, Inc. 4
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 4
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 4
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 4
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 4
BlackRock Group LTD 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 4
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 4
Harbor Capital Advisors, Inc. 4
Guggenheim Capital Llc 4
Hancock Whitney Corp 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 4
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 4
Rydex Etf Trust 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 4
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
Marshall Wace North America L.P. 4
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 4
Bokf, Na 4
Toronto Dominion Bank 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
Financial Gravity Companies, Inc. 4
Cornerstone Capital Management Holdings Llc. 4
Capital Performance Advisors Llp 4
Dfa Investment Trust Co - The Emerging Markets Series 4
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 4
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 4
Oppenheimer Variable Account Funds 4
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 4
M&t Bank Corp 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 4
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 4
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 4
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 4
CENTRAL TRUST Co 4
Advanced Series Trust - Ast Small-cap Growth Portfolio 4
Principal Financial Group Inc 4
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 4
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 4
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
Commonwealth Equity Services, Llc 4
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 4
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 4
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 4
TCI Wealth Advisors, Inc. 4
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 4
JNBA Financial Advisors 4
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 4
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 4
James Investment Research Inc 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 4
Quantbot Technologies LP 4
International Assets Investment Management, Llc 4
PEAK6 Investments, L.P. 4
Valeo Financial Advisors, LLC 4
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 4
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 4
Belpointe Asset Management LLC 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 4
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
Public Employees Retirement System Of Ohio 4
Tfs Capital Investment Trust 4
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 4
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 4
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
Trexquant Investment LP 4
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 4
Money Concepts Capital Corp 4
Teachers Advisors, Llc 4
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
Reilly Financial Advisors, Llc 4
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 4
Lord, Abbett & Co. Llc 4
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 4
Putnam Master Intermediate Income Trust 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
FDx Advisors, Inc. 4
Tiaa Cref Investment Management Llc 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 4
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 4
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
Neuberger Berman Group LLC 4
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 4
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 4
Wellesley Asset Management 4
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4
Plante Moran Financial Advisors, LLC 4
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 4
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 4
Tocqueville Asset Management L.p. 4
FineMark National Bank & Trust 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
Oppenheimer Global Strategic Income Fund 4
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 4
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 4
Compagnie Lombard Odier SCmA 4
Zazove Associates Llc 4
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4
Camden Asset Management L P /ca 4
Pimco Income Opportunity Fund 4
Carlson Capital L P 4
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 4
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio 4
BlueCrest Capital Management Ltd 4
Commonwealth Equity Services, Inc 4
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 4
Private Trust Co Na 4
Paradigm Asset Management Co Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Federated Hermes, Inc. 4
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 4
Gabelli Funds Llc 4
Algert Global Llc 4
Macquarie Group Ltd 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 4
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 4
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 4
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 4
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
Oppenheimer International Bond Fund 4
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 4
John Hancock Collateral Trust - John Hancock Collateral Trust 4
Farther Finance Advisors, LLC 4
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 4
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
Jane Street Holding, LLC 4
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 4
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 4
JBF Capital, Inc. 4
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 4
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 4
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 4
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 4
Winton Diversified Opportunities Fund 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 4
Quadrant Capital Group Llc 4
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 4
Piper Sandler & Co. 4
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 4
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 4
Ameritas Investment Corp 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 4
Aperio Group, LLC 4
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
Jacobs Levy Equity Management, Inc 4
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 4
Zurcher Kantonalbank (Zurich Cantonalbank) 4
Nine Chapters Capital Management LLC 4
Oregon Public Employees Retirement Fund 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
Corebridge Financial, Inc. 4
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 4
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 4
BlackRock Multi-Sector Opportunities Trust II 4
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 4
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 4
Boston Partners 4
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 4
Ronald Blue Trust, Inc. 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 4
National Bank Of Canada /fi/ 4
BKF - iShares, Inc. - iShares MSCI BRIC ETF 4
Meeder Asset Management Inc 4
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 4
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 4
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 4
Alpine Global Management, LLC 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
GV Financial Advisors 4
Parkside Financial Bank & Trust 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 4
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 4
Susquehanna Fundamental Investments, Llc 4
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 4
Usaa Etf Trust 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
Ellevest, Inc. 4
Assetmark, Inc 4
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 4
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 4
Massmutual Trust Co Fsb/adv 4
Smartleaf Asset Management LLC 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
Covestor Ltd 4
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 4
Orion Portfolio Solutions, LLC 4
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
Eagle Asset Management Inc 4
Baystate Wealth Management LLC 4
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 4
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 4
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
Rehmann Capital Advisory Group 4
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 4
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 4
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
Forum Funds 4
Kassirer Asset Management Corp 4
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 4
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 4
Campbell & CO Investment Adviser LLC 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
ProShare Advisors LLC 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 4
Magnetar Financial LLC 4
State of Wyoming 4
Sofos Investments, Inc. 4
Clark Capital Management Group, Inc. 4
Blackrock Multi-sector Opportunities Trust 4
A.R.T. Advisors, LLC 4
Pimco Income Strategy Fund Ii 4
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 4
Rockefeller Capital Management L.P. 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
Nbc Securities, Inc. 4
Price T Rowe Associates Inc /md/ 4
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 4
Symphony Asset Management Llc 4
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 4
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 4
Focused Wealth Management, Inc 4
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 4
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
Royce & Associates Lp 4
Putnam Premier Income Trust 4
GWM Advisors LLC 4
Regions Financial Corp 4
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 4
Arrowstreet Capital, Limited Partnership 4
Tudor Investment Corp Et Al 4
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 4
Bessemer Group Inc 4
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 4
Gemmer Asset Management LLC 4
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 4
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 4
BFIX - Build Funds Trust - Build Bond Innovation ETF 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
Pine River Capital Management L.P. 4
First Horizon Advisors, Inc. 4
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 4
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 4
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
Lsv Asset Management 4
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 4
AMP Capital Investors Ltd 4
SRS Capital Advisors, Inc. 4
Y-Intercept (Hong Kong) Ltd 4
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 4
Karp Capital Management Corp 4
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 4
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 4
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 4
Wipfli Financial Advisors Llc, 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3
XTX Topco Ltd 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
CPSIX - Unified Series Trust - Fci Bond Fund 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 3
Laurion Capital Management LP 3
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 3
Ubs Oconnor Llc 3
ExodusPoint Capital Management, LP 3
Cresset Asset Management, LLC 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
Quantinno Capital Management LP 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
Innealta Capital, Llc 3
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 3
Dorsey & Whitney Trust CO LLC 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 3
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 3
HN Saltoro Capital, LP 3
Lindbrook Capital, Llc 3
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 3
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 3
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 3
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 3
Whittier Trust Co Of Nevada Inc 3
Evolution Wealth Advisors, LLC 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
Quantamental Technologies LLC 3
Vantage Consulting Group Inc 3
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 3
Vectors Research Management, LLC 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 3
Allianzgi Convertible & Income 2024 Target Term Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 3
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 3
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 3
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 3
Versant Capital Management, Inc 3
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
Veritable, L.P. 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
Prudential Global Short Duration High Yield Fund, Inc. 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
Profunds - Profund Vp Oil & Gas 3
Veriti Management LLC 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 3
William Blair Investment Management, Llc 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
Oppenheimer Global Multi Strategies Fund 3
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A 3
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 3
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 3
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
Private Capital Group, LLC 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
Greater India Portfolio - Greater India Portfolio 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 3
AdvisorNet Financial, Inc 3
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 3
Princeton Alpha Management LP 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
HYLD - Exchange Listed Funds Trust - High Yield ETF 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 3
Vanguard Horizon Funds 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
Berman Capital Advisors, LLC 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 3
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 3
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
Brown Advisory Inc 3
Pinnacle Wealth Planning Services, Inc. 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
Nuveen Real Asset Income & Growth Fund 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
Barings Global Short Duration High Yield Fund 3
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 3
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 3
Visium Asset Management, LP 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 3
Centaurus Financial, Inc. 3
Heck Capital Advisors, LLC 3
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 3
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 3
Herndon Capital Management Llc 3
Waddell & Reed Advisors Funds 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 3
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 3
Centiva Capital, LP 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
Clearbridge Investments, LLC 3
Ab Pooling Portfolios 3
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 3
R Squared Ltd 3
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 3
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 3
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 3
Glassman Wealth Services 3
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 3
Advent/claymore Enhanced Growth & Income Fund 3
Northern Trust Co Of Connecticut 3
MBEQX - M FUND INC - M International Equity Fund 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 3
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 3
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 3
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 3
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 3
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 3
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
Investors Capital Advisory Services 3
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 3
Johnson Financial Group, Inc. 3
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 3
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 3
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
Advent Claymore Convertible Securities & Income Fund Ii 3
AHIVX - American Century Investment Trust - High Income Fund Investor Class 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
Pimco Global Stocksplus & Income Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 3
Ridgeworth Funds 3
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 3
Perritt Capital Management Inc 3
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 3
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 3
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 3
Calamos Strategic Total Return Fund 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Calamos Global Dynamic Income Fund 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 3
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 3
Barrow Hanley Mewhinney & Strauss Llc 3
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
Nuveen, LLC 3
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 3
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
Spot Trading L.L.C 3
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
Cullen/frost Bankers, Inc. 3
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 3
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
MAI Capital Management 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
Municipal Employees' Retirement System of Michigan 3
Numeric Investors Llc 3
First Mercantile Trust Co 3
Canada Pension Plan Investment Board 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
Public Employees Retirement Association Of Colorado 3
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
Old Mutual Customised Solutions (proprietary) Ltd 3
GW&K Investment Management, LLC 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 3
Hantz Financial Services, Inc. 3
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 3
First American Bank 3
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 3
Atria Investments Llc 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
Brookstone Capital Management 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
Capstone Asset Management Co 3
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 3
Denver Investment Advisors Llc 3
Fox Run Management, L.l.c. 3
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
First Hawaiian Bank 3
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
Clinton Group Inc 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 3
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 3
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 3
Kistler-Tiffany Companies, LLC 3
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
Engineers Gate Manager LP 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 3
NorthCoast Asset Management LLC 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 3
Coldstream Capital Management Inc 3
Prudential Financial Inc 3
Graham Capital Management, L.P. 3
Pathstone Family Office, Llc 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
Assured Investment Management LLC 3
Basso Capital Management, L.p. 3
ETRADE Capital Management LLC 3
Landscape Capital Management, L.l.c. 3
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 3
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 3
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 3
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 3
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 3
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Franklin Resources Inc 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 3
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 3
Caisse De Depot Et Placement Du Quebec 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
State Of Wisconsin Investment Board 3
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 3
LS Investment Advisors, LLC 3
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 3
Ellington Management Group Llc 3
Philadelphia Financial Management of San Francisco, LLC 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 3
Synovus Financial Corp 3
Stephens Inc /ar/ 3
Weiss Asset Management LP 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 3
BRASX - Blackrock Allocation Target Shares - Bats Series S 3
WealthTrust-Arizona, LLC 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
Heartland Advisors Inc 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 3
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
Teachers Retirement System Of The State Of Kentucky 3
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 3
Cowen Group, Inc. 3
Cortina Funds, Inc. 3
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 3
Umb Bank N A/mo 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
Ionic Capital Management LLC 3
PDT Partners, LLC 3
Boothbay Fund Management, Llc 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 3
Pathstone Holdings, LLC 3
HAP Trading, LLC 3
VCIEX - VALIC Co I - International Equities Index Fund 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 3
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
Nordea Investment Management Ab 3
VCSMX - VALIC Co I - Small Cap Fund 3
Mackenzie Financial Corp 3
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 3
Teacher Retirement System Of Texas 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
Howe & Rusling Inc 3
Systematic Financial Management Lp 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
VGLSX - VALIC Co I - Global Strategy Fund 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 3
Point72 Asset Management, L.P. 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 3
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 3
Skopos Labs, Inc. 3
Capital Analysts, Inc. 3
State Board Of Administration Of Florida Retirement System 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 3
Td Asset Management Inc 3
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
Mendota Financial Group, LLC 3
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 3
True Wealth Design, LLC 3
Yorktown Management & Research Co Inc 3
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 3
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 3
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 3
Boston Advisors Llc 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
QS Investors, LLC 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
Norges Bank 3
Alyeska Investment Group, L.P. 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 3
Cetera Advisor Networks LLC 3
Proficio Capital Partners LLC 3
Aquatic Capital Management LLC 3
Blackrock Credit Allocation Income Trust 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
Fiera Capital Corp 3
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
Alpine Associates Management Inc. 3
Tucker Asset Management Llc 3
Pitcairn Co 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
Piedmont Investment Advisors Llc 3
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 3
Renaissance Group Llc 3
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 3
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 3
Corton Capital Inc. 3
NumerixS Investment Technologies Inc 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
Dynamic Technology Lab Private Ltd 3
Snowden Capital Advisors LLC 3
Mirae Asset Global Investments Co., Ltd. 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
CoreCap Advisors, LLC 3
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 3
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 3
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 3
Aristeia Capital Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
Shell Asset Management Co 3
EA Series Trust 3
Highbridge Capital Management Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
Geneva Advisors, LLC 3
Davidson Kempner Capital Management Lp 3
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 3
Balyasny Asset Management Llc 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
Yousif Capital Management, Llc 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
Citizens Financial Group Inc/ri 3
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 3
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
Catalyst Capital Advisors LLC 3
Spark Investment Management LLC 3
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 3
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 3
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
Advisors Preferred, LLC 3
Manchester Capital Management LLC 3
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
Abound Wealth Management 3
Bayesian Capital Management, LP 3
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 3
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 3
Hennessy Advisors Inc 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
Mutual Of America Capital Management Llc 3
Globeflex Capital L P 3
Absolute Return Capital, LLC 3
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 3
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
Skandinaviska Enskilda Banken AB (publ) 3
Airain ltd 3
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
Convergence Investment Partners, LLC 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
ZPR Investment Management 3
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 3
Jones Financial Companies Lllp 3
Tfs Capital Llc 3
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 3
Schonfeld Strategic Advisors LLC 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
Financial Partners Capital Management Llc 3
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
Nomura Asset Management Co Ltd 3
Point72 Hong Kong Ltd 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
Ropes Wealth Advisors Llc 3
Baird Financial Group, Inc. 3
Voya Investment Management Llc 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
Sutton Wealth Advisors Inc. 3
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 3
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 3
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 3
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
Westpac Banking Corp 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
People's United Financial, Inc. 3
Highlander Capital Management, LLC 3
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 3
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 3
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 3
Ajo, Lp 3
Deere & Co 3
Bell Investment Advisors, Inc 3
FourThought Financial, LLC 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 3
Riverhead Capital Management Llc 3
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
Jnl Series Trust - Jnl/crescent High Income Fund (a) 3
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 3
Evercore Wealth Management, LLC 3
OMERS ADMINISTRATION Corp 3
Dfa Investment Trust Co - The Dfa International Value Series 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 3
IWV - iSHARES TRUST - iShares Russell 3000 ETF 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
Advanced Series Trust - Ast International Growth Portfolio 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 3
Irish Life Investment Managers Ltd. 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
VTL Associates, LLC 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
Baird Robert W & Co Inc /wi/ 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
Placemark Investments, Inc. 3
Aviva Plc 3
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 3
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Sei Trust Co 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
Prospera Financial Services Inc 3
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
Emerald Acquisition Ltd. 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
Wealthcare Advisory Partners LLC 3
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
Scotia Capital Inc. 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
FS Global Credit Opportunities Fund 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 3
Brinker Capital Investments, LLC 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
Employees Retirement System of Texas 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
Elkfork Partners LLC 3
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 3
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
KBC Group NV 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
Flinton Capital Management LLC 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
First Republic Investment Management, Inc. 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 3
Stevens Capital Management Lp 3
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Parametric Market Neutral Portfolio 3
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 3
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
IHT Wealth Management, LLC 3
Meadow Creek Investment Management LLC 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 3
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 3
OHIO NATIONAL FUND INC - ON International Equity Portfolio 3
United Capital Financial Advisers, Llc 3
Assenagon Asset Management S.A. 3
Sowell Financial Services LLC 3
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3
Patriot Financial Group Insurance Agency, LLC 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
Walthausen & Co., LLC 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
Fieldpoint Private Securities, LLC 3
Flagship Harbor Advisors, Llc 3
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 3
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 3
Arden Investment Series Trust 3
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 3
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 3
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
Resources Investment Advisors, LLC. 3
Bogart Wealth, LLC 3
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 3
Crossmark Global Holdings, Inc. 3
PIMCO Dynamic Income Opportunities Fund 3
Csenge Advisory Group 3
Shelton Capital Management 3
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 3
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 3
Comerica Securities,inc. 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
Sandy Spring Bank 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
Mercer Global Advisors Inc /adv 3
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 3
Kore Private Wealth LLC 3
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 3
Cortina Asset Management, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 3
Second Curve Capital Llc 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
Continuum Advisory, LLC 3
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 3
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 3
Advisors Asset Management, Inc. 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 3
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 3