Cutlery, Handtools, And General Hardware - 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
UBS Group AG 22
Jpmorgan Chase & Co 21
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 21
Tower Research Capital LLC (TRC) 20
Millennium Management Llc 20
Morgan Stanley 20
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 19
Proequities, Inc. 19
Royal Bank Of Canada 19
Deutsche Bank Ag\ 19
Wells Fargo & Company/mn 19
State Street Corp 19
Fmr Llc 18
BlackRock, Inc. 18
Citigroup Inc 18
Citadel Advisors Llc 18
Susquehanna International Group, Llp 18
Bank Of America Corp /de/ 18
Barclays Plc 18
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 17
Jane Street Group, Llc 16
Goldman Sachs Group Inc 16
Ameriprise Financial Inc 16
Advisor Group Holdings, Inc. 16
Vanguard Group Inc 16
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 16
Pnc Financial Services Group, Inc. 15
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 15
Manufacturers Life Insurance Company, The 15
Bank Of Montreal /can/ 15
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 15
Victory Capital Management Inc 15
Bank of New York Mellon Corp 15
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 14
Geode Capital Management, Llc 14
Northern Trust Corp 14
Credit Suisse Ag/ 13
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 13
Ubs Ag 13
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 13
Captrust Financial Advisors 13
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 13
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 13
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 13
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 13
Federated Hermes, Inc. 12
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 12
Invesco Ltd. 12
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 12
BlackRock Fund Advisors 12
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 12
SG Americas Securities, LLC 12
Northwestern Mutual Wealth Management Co 12
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 12
Jefferies Group LLC 12
Renaissance Technologies Llc 12
Lazard Asset Management Llc 12
American Century Companies Inc 12
IFP Advisors, Inc 12
BlackRock Investment Management, LLC 12
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 12
Dimensional Fund Advisors Lp 12
Raymond James & Associates 12
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 12
New York State Common Retirement Fund 12
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 11
Gabelli Funds Llc 11
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 11
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 11
Bnp Paribas Arbitrage, Sa 11
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 11
Rhumbline Advisers 11
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 11
California Public Employees Retirement System 11
Bessemer Group Inc 11
Panagora Asset Management Inc 11
BlackRock Advisors LLC 11
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 11
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 11
Sei Investments Co 11
Qube Research & Technologies Ltd 11
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 11
Verition Fund Management LLC 11
Russell Investments Group, Ltd. 11
Cwm, Llc 10
Macquarie Group Ltd 10
Glenmede Trust Co Na 10
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 10
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 10
Royce & Associates Lp 10
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 10
Hrt Financial Lp 10
Ancora Advisors, LLC 10
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 10
Bridgeway Capital Management Inc 10
Prelude Capital Management, Llc 10
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 10
Nationwide Fund Advisors 10
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 10
BlackRock Institutional Trust Company, N.A. 10
California State Teachers Retirement System 10
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 10
Russell Frank Co/ 10
MUFG Americas Holdings Corp 10
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 10
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 10
Ground Swell Capital, LLC 10
Us Bancorp \de\ 10
Gsa Capital Partners Llp 10
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 10
Marshall Wace, Llp 10
Acadian Asset Management Llc 10
Creative Planning 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 10
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 10
Virtu Financial LLC 10
Boothbay Fund Management, Llc 9
Alliancebernstein L.p. 9
Walleye Capital LLC 9
Janney Montgomery Scott LLC 9
Sterling Capital Management LLC 9
Raymond James Financial Inc 9
Ladenburg Thalmann Financial Services Inc 9
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 9
Nomura Holdings Inc 9
Neuberger Berman Group LLC 9
Charles Schwab Investment Management Inc 9
Wolverine Asset Management Llc 9
First Trust Advisors Lp 9
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 9
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 9
Huntington National Bank 9
Simplex Trading, Llc 9
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 9
Putnam Investments Llc 9
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 9
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 9
Parametric Portfolio Associates Llc 9
Polar Asset Management Partners Inc. 9
Ameritas Investment Partners, Inc. 9
Jump Financial, LLC 9
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 9
Great West Life Assurance Co /can/ 9
Franklin Resources Inc 9
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 9
American International Group, Inc. 9
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 9
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 9
Legal & General Group Plc 9
EverSource Wealth Advisors, LLC 9
Advisor Group, Inc. 9
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 8
LPL Financial LLC 8
Thrivent Financial For Lutherans 8
Mackay Shields Llc 8
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 8
GWM Advisors LLC 8
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 8
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 8
Amalgamated Bank 8
Principal Funds Inc 8
Acrospire Investment Management LLC 8
Balyasny Asset Management Llc 8
Walleye Trading LLC 8
Parallax Volatility Advisers, L.P. 8
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 8
Clearbridge Investments, LLC 8
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 8
Metropolitan Life Insurance Co/ny 8
Envestnet Asset Management Inc 8
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 8
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 8
Voya Investment Management Llc 8
Covestor Ltd 8
Tiaa Cref Investment Management Llc 8
Group One Trading, L.p. 8
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 8
Two Sigma Investments, Lp 8
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 8
Strs Ohio 8
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 8
Nuveen Asset Management, LLC 8
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 8
GAMMA Investing LLC 8
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 8
Cutler Group LP 8
Teachers Advisors, Llc 8
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 8
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 8
Css Llc/il 8
Zurcher Kantonalbank (Zurich Cantonalbank) 8
Vanguard Index Funds 8
Globeflex Capital L P 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 8
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 8
Gamco Investors, Inc. Et Al 8
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 8
Axa S.a. 8
Mirae Asset Global Investments Co., Ltd. 7
Managed Account Advisors Llc 7
Emerald Acquisition Ltd. 7
Mackenzie Financial Corp 7
Innealta Capital, Llc 7
Algert Global Llc 7
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 7
Public Employees Retirement System Of Ohio 7
Hudson Bay Capital Management LP 7
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 7
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 7
Signaturefd, Llc 7
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 7
Teton Advisors, Inc. 7
MetLife Securities, Inc 7
Kcg Holdings, Inc. 7
Laffer Investments 7
Public Employees Retirement Association Of Colorado 7
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 7
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
Keybank National Association/oh 7
ClariVest Asset Management LLC 7
CIBC Private Wealth Group, LLC 7
O'shaughnessy Asset Management, Llc 7
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 7
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 7
ProShare Advisors LLC 7
Steward Partners Investment Advisory, Llc 7
Hillsdale Investment Management Inc. 7
Parallel Advisors, LLC 7
Aqr Capital Management Llc 7
M&t Bank Corp 7
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 7
Lsv Asset Management 7
Oxford Asset Management Llp 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 7
Price T Rowe Associates Inc /md/ 7
Advanced Series Trust - Ast Small-cap Growth Portfolio 7
Corebridge Financial, Inc. 7
Nisa Investment Advisors, Llc 7
Stratos Wealth Partners, LTD. 7
Picton Mahoney Asset Management 7
Cubist Systematic Strategies, LLC 7
Squarepoint Ops LLC 7
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 7
Kennedy Capital Management, Inc. 7
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 7
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 7
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 7
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7
Thompson Davis & Co., Inc. 7
Allianz Asset Management GmbH 7
Los Angeles Capital Management Llc 7
Jefferies Financial Group Inc. 7
Paloma Partners Management Co 7
Meeder Asset Management Inc 7
Schonfeld Strategic Advisors LLC 7
Wolverine Trading, Llc 7
Comerica Bank 7
IWV - iSHARES TRUST - iShares Russell 3000 ETF 7
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 7
Allspring Global Investments Holdings, LLC 7
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 7
Tfs Capital Investment Trust 7
Weiss Asset Management LP 7
ExodusPoint Capital Management, LP 7
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 7
Wellington Management Group Llp 7
Bailard, Inc. 7
HighTower Advisors, LLC 7
Trexquant Investment LP 6
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 6
Ssi Investment Management Llc 6
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 6
North Star Investment Management Corp. 6
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6
Capital Performance Advisors Llp 6
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 6
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 6
Raymond James Financial Services Advisors, Inc. 6
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 6
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6
Profunds - Profund Vp Ultrasmall-cap 6
Profunds - Profund Vp Small-cap 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 6
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 6
PENN SERIES FUNDS INC - Small Cap Index Fund 6
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 6
IWC - iSHARES TRUST - iShares Micro-Cap ETF 6
IWM - iSHARES TRUST - iShares Russell 2000 ETF 6
RBF Capital, LLC 6
Maven Securities LTD 6
First Hawaiian Bank 6
Private Trust Co Na 6
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 6
New York State Teachers Retirement System 6
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 6
State Board Of Administration Of Florida Retirement System 6
Alpine Global Management, LLC 6
Clear Street Markets Llc 6
Tfs Capital Llc 6
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 6
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 6
Bokf, Na 6
Shepherd Kaplan Krochuk, Llc 6
Magnetar Financial LLC 6
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 6
Parkside Financial Bank & Trust 6
Oppenheimer & Co Inc 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 6
Calamos Advisors LLC 6
Yakira Capital Management, Inc. 6
Lord, Abbett & Co. Llc 6
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 6
BlueCrest Capital Management Ltd 6
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 6
Reilly Financial Advisors, Llc 6
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 6
Fifth Third Bancorp 6
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 6
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 6
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 6
Royce Value Trust Inc 6
Bayesian Capital Management, LP 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 6
VDAFX - VALIC Co I - Dynamic Allocation Fund 6
Prudential Financial Inc 6
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Regions Financial Corp 6
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 6
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
Ionic Capital Management LLC 6
Man Group plc 6
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 6
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 6
MetLife Investment Management, LLC 6
Arrowstreet Capital, Limited Partnership 6
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 6
Rockefeller Capital Management L.P. 6
Police & Firemen's Retirement System of New Jersey 6
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 6
National Asset Management, Inc. 6
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 6
FNY Investment Advisers, LLC 6
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 6
Global Retirement Partners, LLC 6
Teacher Retirement System Of Texas 6
Dynamic Technology Lab Private Ltd 6
True Wealth Design, LLC 6
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 6
Blueshift Asset Management, LLC 6
Umb Bank N A/mo 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 6
Advisory Services Network, LLC 6
Piedmont Investment Advisors Llc 6
D. E. Shaw & Co., Inc. 6
Hbk Investments L P 6
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 6
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
Moore Capital Management, Lp 6
Two Sigma Advisers, Lp 6
Nomura Asset Management Co Ltd 6
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 6
BlackRock Group LTD 6
NSIDX - Northern Funds - Northern Small Cap Index Fund 6
LMR Partners LLP 6
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 6
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 6
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 6
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 6
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 6
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 6
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 6
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6
First Horizon Advisors, Inc. 6
Farther Finance Advisors, LLC 6
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 6
Hsbc Holdings Plc 6
First Republic Investment Management, Inc. 6
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 6
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6
Penserra Capital Management LLC 5
Quadrant Capital Group Llc 5
Cetera Advisor Networks LLC 5
QS Investors, LLC 5
Highbridge Capital Management Llc 5
Private Advisor Group, LLC 5
FineMark National Bank & Trust 5
PEAK6 Investments, L.P. 5
Plante Moran Financial Advisors, LLC 5
PDT Partners, LLC 5
Harbor Capital Advisors, Inc. 5
Crestline Management, LP 5
Integrated Wealth Management 5
Trust Investment Advisors 5
Moors & Cabot, Inc. 5
Guggenheim Active Allocation Fund 5
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 5
Cnh Partners Llc 5
Natixis 5
GW&K Investment Management, LLC 5
Municipal Employees' Retirement System of Michigan 5
First Quadrant L P/ca 5
Cullen/frost Bankers, Inc. 5
Numeric Investors Llc 5
Mather Group, Llc. 5
Engineers Gate Manager LP 5
Alberta Investment Management Corp 5
Alyeska Investment Group, L.P. 5
Geneos Wealth Management Inc. 5
XTX Topco Ltd 5
Loomis Sayles & Co L P 5
Boston Partners 5
Occudo Quantitative Strategies Lp 5
Connor, Clark & Lunn Investment Management Ltd. 5
Tradition Wealth Management, LLC 5
Suntrust Banks Inc 5
First Manhattan Co 5
Y-Intercept (Hong Kong) Ltd 5
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 5
Ergoteles LLC 5
Susquehanna Fundamental Investments, Llc 5
Jupiter Asset Management Ltd 5
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 5
Principal Financial Group Inc 5
Td Asset Management Inc 5
Norges Bank 5
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 5
Kayne Anderson Rudnick Investment Management Llc 5
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 5
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 5
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 5
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 5
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 5
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
VCSMX - VALIC Co I - Small Cap Fund 5
VCSLX - VALIC Co I - Small Cap Index Fund 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 5
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 5
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 5
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 5
D.a. Davidson & Co. 5
Bryn Mawr Capital Management Inc 5
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 5
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5
OMERS ADMINISTRATION Corp 5
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
SLPIX - Profunds - Small-cap Profund Investor Class 5
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 5
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 5
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 5
Menta Capital Llc 5
KBC Group NV 5
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 5
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 5
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 5
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 5
Cibc World Markets Corp 5
Principal Securities, Inc. 5
Ubs Oconnor Llc 5
National Bank Of Canada /fi/ 5
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 5
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 5
RidgeWorth Capital Management LLC 5
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 5
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 5
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5
Brown Advisory Inc 5
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 5
Cornercap Investment Counsel Inc 5
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 5
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 5
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 5
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 5
Coldstream Capital Management Inc 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 5
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 5
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 5
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 5
Barrow Hanley Mewhinney & Strauss Llc 5
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5
Penn Capital Management Co Inc 5
Janus Henderson Group Plc 5
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 5
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 5
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 5
Swiss National Bank 5
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 5
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 5
BRYN MAWR TRUST Co 5
Driehaus Capital Management Llc 5
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5
Wiley Bros.-aintree Capital, Llc 5
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 5
PEAK6 Investments LLC 5
Fuller & Thaler Asset Management, Inc. 5
Calamos Wealth Management LLC 5
Versant Capital Management, Inc 5
Larson Financial Group LLC 5
Commonwealth Equity Services, Llc 5
Centiva Capital, LP 5
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 5
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 5
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 5
Zacks Investment Management 5
Oppenheimer Asset Management Inc. 5
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 5
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 5
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 5
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 5
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 5
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 5
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 5
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 5
Advisory Research Inc 5
CIBC Asset Management Inc 5
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 5
State Farm Variable Product Trust 5
State Farm Mutual Fund Trust 5
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 5
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 5
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 5
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 5
Allworth Financial LP 5
SECOR Capital Advisors, LP 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 5
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 5
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 5
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 5
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 5
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 5
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 5
K.J. Harrison & Partners Inc 5
Resources Investment Advisors, LLC. 5
Marshall Wace North America L.P. 5
SRS Capital Advisors, Inc. 5
Tiaa-cref Funds 5
College Retirement Equities Fund 5
Empowered Funds, LLC 5
Hartland & Co., LLC 5
Teton Westwood Funds 5
Sei Trust Co 5
Quadrature Capital Ltd 5
Financial Management Professionals, Inc. 5
Clearline Capital LP 5
Massmutual Trust Co Fsb/adv 5
Point72 Asia (Singapore) Pte. Ltd. 5
Aperio Group, LLC 5
Ubs Asset Management Americas Inc 5
Gotham Asset Management, LLC 5
Two Sigma Securities, Llc 5
Nuveen, LLC 5
Petrus Trust Company, LTA 5
Jacobs Levy Equity Management, Inc 5
Interval Partners, LP 5
Enterprise Financial Services Corp 5
Amalgamated Financial Corp. 5
Cetera Investment Advisers 5
Hancock Whitney Corp 5
Quantbot Technologies LP 5
Brown Brothers Harriman & Co 5
Martingale Asset Management L P 5
Warberg Asset Management LLC 5
Advent Capital Management /de/ 5
Brevan Howard Capital Management LP 5
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 4
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 4
Icon Advisers Inc/co 4
M&r Capital Management Inc 4
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 4
Teachers Retirement System Of The State Of Kentucky 4
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 4
Smartleaf Asset Management LLC 4
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 4
NOBOX - Northern Funds - Northern Bond Index Fund 4
NSGRX - Northern Funds - Northern Small Cap Core Fund 4
AEGON USA Investment Management, LLC 4
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 4
Bartlett & Co. Wealth Management Llc 4
Great Lakes Advisors, Llc 4
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 4
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 4
Symphony Asset Management Llc 4
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 4
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 4
Gladius Capital Management LP 4
Natixis Advisors, L.p. 4
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 4
Boston Private Wealth Llc 4
Segall Bryant & Hamill, Llc 4
Vantagepoint Funds 4
Benjamin Edwards Inc 4
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4
Vestmark Advisory Solutions, Inc. 4
Klp Kapitalforvaltning As 4
Quantinno Capital Management LP 4
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 4
Neo Ivy Capital Management 4
Spark Investment Management LLC 4
State of New Jersey Common Pension Fund D 4
Ameritas Investment Corp 4
Select Equity Group, L.P. 4
EntryPoint Capital, LLC 4
Townsquare Capital Llc 4
Hm Payson & Co 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
Alphacrest Capital Management Llc 4
Handelsbanken Fonder AB 4
C M Bidwell & Associates Ltd 4
Lindbrook Capital, Llc 4
Marathon Trading Investment Management LLC 4
State Of Wisconsin Investment Board 4
Pathstone Holdings, LLC 4
Olstein Capital Management, L.P. 4
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 4
Deere & Co 4
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
Stifel Financial Corp 4
Toronto Dominion Bank 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
Entropy Technologies, LP 4
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4
Sculptor Capital LP 4
Westwood Holdings Group Inc 4
Fiera Capital Corp 4
Mariner, LLC 4
Mount Yale Investment Advisors, LLC 4
CI Private Wealth, LLC 4
Institutional & Family Asset Management, Llc 4
EAM Investors, LLC 4
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 4
Integrated Wealth Concepts LLC 4
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 4
Cornerstone Capital Management Holdings Llc. 4
Aigen Investment Management, Lp 4
Creative Financial Designs Inc /adv 4
AdvisorNet Financial, Inc 4
We Are One Seven, LLC 4
Summit Trail Advisors, Llc 4
Venture Visionary Partners LLC 4
Fort Baker Capital Management LP 4
Whitebox Advisors Llc 4
Carolinas Wealth Consulting Llc 4
Sound Income Strategies, LLC 4
Berman Capital Advisors, LLC 4
Holocene Advisors, LP 4
Beryl Capital Management LLC 4
New Mexico Educational Retirement Board 4
Arkadios Wealth Advisors 4
Van Eck Associates Corp 4
Mml Investors Services, Llc 4
Legacy Financial Advisors, Inc. 4
Sonora Investment Management, LLC 4
Assetmark, Inc 4
Mirabella Financial Services Llp 4
Ensign Peak Advisors, Inc 4
NOSGX - Northern Funds - Northern Small Cap Value Fund 4
Canada Pension Plan Investment Board 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
Truist Financial Corp 4
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 4
Laurion Capital Management LP 4
Headlands Technologies LLC 4
F&C Asset Management plc 4
Cna Financial Corp 4
Baird Financial Group, Inc. 4
Vident Investment Advisory, LLC 4
Northern Trust Co Of Connecticut 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 4
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 4
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 4
Bb&t Securities, Llc 4
Aquatic Capital Management LLC 4
Point72 Hong Kong Ltd 4
Dean Investment Associates, Llc 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
Zebra Capital Management LLC 4
Irish Life Investment Managers Ltd. 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 4
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 4
Park Place Capital Corp 4
Quarry LP 4
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 4
BNP Paribas Asset Management Holding S.A. 4
TCI Wealth Advisors, Inc. 4
Jackson Creek Investment Advisors LLC 4
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 4
Cambridge Investment Research Advisors, Inc. 4
Campbell & CO Investment Adviser LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 4
Royce Micro-cap Trust, Inc /md/ 4
Point72 Asset Management, L.P. 4
PENN SERIES FUNDS INC - International Equity Fund 4
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 4
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 4
Glazer Capital, Llc 4
Tudor Investment Corp Et Al 4
Morgan Dempsey Capital Management Llc 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 4
Horizon Investments, LLC 4
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 4
Eaton Vance Management 4
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 4
Bridgefront Capital, LLC 4
Nordea Investment Management Ab 4
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 4
Hilltop National Bank 4
Xponance, Inc. 4
Exos Asset Management LLC 4
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 4
Waddell & Reed Financial Inc 4
Pictet Asset Management Sa 4
Jones Financial Companies Lllp 4
Cornerstone Investment Partners, LLC 4
Asset Management One Co., Ltd. 4
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 4
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 4
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4
Shay Capital LLC 4
Spire Wealth Management 4
Davidson Kempner Capital Management Lp 4
Congress Wealth Management LLC / DE / 4
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 4
Ariel Investments, Llc 4
James Investment Research Inc 4
Twin Tree Management, LP 4
Capital Fund Management S.a. 4
Commonwealth Equity Services, Inc 4
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4
Harbour Investments, Inc. 4
Money Concepts Capital Corp 4
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 4
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 4
Sargent Bickham Lagudis LLC 4
Wcm Investment Management, Llc 4
Dark Forest Capital Management Lp 4
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 4
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 4
Meritage Portfolio Management 4
CI Global Investments Inc. 4
Capital Advisors, Ltd. LLC 4
Skandinaviska Enskilda Banken AB (publ) 4
Conning Inc. 4
Equitec Specialists, Llc 4
Equitec Proprietary Markets, Llc 4
Old Mutual Customised Solutions (proprietary) Ltd 4
MUFG Securities EMEA plc 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
NEXT Financial Group, Inc 4
Bray Capital Advisors 4
Atria Wealth Solutions, Inc. 4
HighPoint Advisor Group LLC 4
Nine Chapters Capital Management LLC 4
Intech Investment Management Llc 4
MAI Capital Management 4
Graham Capital Management, L.P. 4
Convergence Investment Partners, LLC 4
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 4
A.R.T. Advisors, LLC 4
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 4
Airain ltd 4
PineBridge Investments, L.P. 4
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 4
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 4
Pathstone Family Office, Llc 4
Hutchin Hill Capital, LP 4
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 4
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 4
Raymond James Trust N.a. 4
Navellier & Associates Inc 4
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 4
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 4
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 4
Redwood Investments, LLC 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
General Motors Investment Management Corp 4
Stone Ridge Asset Management LLC 4
Wealth Enhancement Advisory Services, Llc 4
GLG Partners LP 4
Mutual Of America Capital Management Llc 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 4
Atria Investments Llc 4
CENTRAL TRUST Co 4
Claymore Exchange-traded Fund Trust 4
State of Wyoming 4
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 4
Capstone Asset Management Co 4
Fox Run Management, L.l.c. 4
Crossmark Global Holdings, Inc. 4
Mesirow Financial Investment Management, Inc. 4
Benjamin F. Edwards & Company, Inc. 4
Capstone Investment Advisors, Llc 4
Virginia Retirement Systems Et Al 4
Catalyst Funds Management Pty Ltd 4
Capital Bank & Trust Co 4
Fieldpoint Private Securities, LLC 4
Sanctuary Advisors, LLC 4
EBI - RBB Fund Trust - Longview Advantage ETF 4
AE Wealth Management LLC 4
Lee Financial Co 4
WealthPLAN Partners, LLC 4
Camden Asset Management L P /ca 4
New England Securities Corp /MA/ 4
Cerity Partners LLC 4
Capital Asset Advisory Services LLC 4
Carroll Financial Associates, Inc. 4
Wunderlich Securities, Inc. 4
Denali Advisors Llc 4
Capital Research Global Investors 4
Deprince Race & Zollo Inc 4
Aster Capital Management (DIFC) Ltd 4
Bell Investment Advisors, Inc 4
Earnest Partners Llc 4
JJJ Advisors Inc. 4
Rational Advisors Llc 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
Timber Hill LLC 4
First Allied Advisory Services, Inc. 4
Baker Avenue Asset Management, LP 4
Arizona State Retirement System 4
Oppenheimer Funds Inc 4
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 4
Pictet Asset Management Holding SA 4
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 4
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 4
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 4
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 4
TD Waterhouse Canada Inc. 4
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 4
Envestnet Portfolio Solutions, Inc. 4
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4
GAM Holding AG 4
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 4
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 4
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 4
Johnson Financial Group, Inc. 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 4
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 4
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 4
Oaktree Capital Management Lp 4
Cascade Investment Advisors, Inc. 4
Rothschild Investment Llc 4
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 4
Twin Peaks Wealth Advisors, LLC 4
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 4
Amundi 4
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
Palisade Capital Management Llc/nj 4
Voya Financial Advisors, Inc. 4
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 4
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 4
Chicago Equity Partners Llc 4
MQS Management LLC 4
Veritable, L.P. 4
Sutton Wealth Advisors Inc. 4
Baird Robert W & Co Inc /wi/ 4
Whittier Trust Co Of Nevada Inc 4
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 4
Whittier Trust Co 4
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 4
E. Ohman J:or Asset Management AB 4
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
SBI Securities Co., Ltd. 4
Sawtooth Solutions, LLC 4
Walthausen & Co., LLC 4
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 4
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 4
Guggenheim Capital Llc 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
City National Bank 4
Private Wealth Management Group, LLC 4
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 4
Bartlett & Co. LLC 4
ArrowMark Colorado Holdings LLC 4
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 4
Princeton Alpha Management LP 4
EP Wealth Advisors, Inc. 4
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 4
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 4
Chartwell Investment Partners, Llc 4
Dean Capital Management 4
Glassman Wealth Services 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
Wealthspire Advisors, L.P. 4
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 4
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 4
Landscape Capital Management, L.l.c. 4
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 4
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 4
Glenmede Investment Management, LP 4
First Citizens Bank & Trust Co 4
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 4
Quest Partners LLC 4
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 4
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 4
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
Hantz Financial Services, Inc. 4
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 4
Focused Wealth Management, Inc 4
Independent Portfolio Consultants, Inc. 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 4
Bank Of Nova Scotia 4
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 4
Aviva Plc 4
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 4
MCF Advisors LLC 4
Amundi Pioneer Asset Management Inc 4
Portside Wealth Group, LLC 4
BlackRock Japan Co. Ltd 4
Rivernorth Capital Management, Llc 3
Bulldog Investors, LLP 3
Fir Tree Capital Management Lp 3
potrero capital research llc 3
Wexford Capital Lp 3
K2 Principal Fund, L.p. 3
Sit Investment Associates Inc 3
Clinton Group Inc 3
Assured Investment Management LLC 3
Heartland Advisors Inc 3
Pine River Capital Management L.P. 3
Adage Capital Partners Gp, L.l.c. 3
Levin Capital Strategies, L.p. 3
Van Den Berg Management I, Inc 3
Zazove Associates Llc 3
Barings Llc 3
Samlyn Capital, Llc 3
Caxton Associates Lp 3
Soros Fund Management Llc 3
Tocqueville Asset Management L.p. 3
Wedge Capital Management L L P/nc 3
Psagot Investment House Ltd. 3
Janus Capital Management Llc 3
Gates Capital Management, Inc. 3
Capital World Investors 3
Silvercrest Asset Management Group Llc 3
Bamco Inc /ny/ 3
Ing Groep Nv 3
Lmcg Investments, Llc 3
Global X Management CO LLC 3
Aristeia Capital Llc 3
Maverick Capital Ltd 3
Aristides Capital LLC 3
Ci Investments Inc. 3
Commonwealth Bank Of Australia 3
FIL Ltd 3
Parnassus Investments /ca 3
Eidelman Virant Capital 3
Blair William & Co/il 3
Public Sector Pension Investment Board 3
Guardian Life Insurance Co Of America 3
Weiss Multi-Strategy Advisers LLC 3
Systematic Financial Management Lp 3
Burgundy Asset Management Ltd. 3
Ontario Teachers Pension Plan Board 3
United Services Automobile Association 3
Compagnie Lombard Odier SCmA 3
M Holdings Securities, Inc. 3
Janney Capital Management LLC 3
Migdal Insurance & Financial Holdings Ltd. 3
Castleark Management Llc 3
Wilbanks Smith & Thomas Asset Management Llc 3
Brahman Capital Corp. 3
Commerce Bank 3
Ajo, Lp 3
Roosevelt Investment Group Llc 3
Baldwin Brothers Inc/ma 3
Credit Agricole S A 3
Bridgewater Associates, LP 3
Brinker Capital Investments, LLC 3
Employees Retirement System of Texas 3
BBVA USA Bancshares, Inc. 3
United Capital Financial Advisers, Llc 3
Securian Asset Management, Inc 3
P Schoenfeld Asset Management Lp 3
Wilmington Trust Co 3
Advisors Asset Management, Inc. 3
Cambridge Trust Co 3
Schroder Investment Management Group 3
Longfellow Investment Management Co Llc 3
Vanguard Horizon Funds 3
Punch & Associates Investment Management, Inc. 3
Park Avenue Securities Llc 3
Old Mutual Global Investors (UK) Ltd. 3
Seizert Capital Partners, Llc 3
State of Alaska, Department of Revenue 3
Robeco Institutional Asset Management B.V. 3
Paradigm Asset Management Co Llc 3
Peloton Wealth Strategists 3
Stoneridge Investment Partners Llc 3
Geneva Advisors, LLC 3
Daiwa Securities Group Inc. 3
Reinhart Partners, Inc. 3
Alps Advisors Inc 3
Sandy Spring Bank 3
Carnegie Capital Asset Management, LLC 3
Jfs Wealth Advisors, Llc 3
Fiduciary Trust Co 3
Rehmann Capital Advisory Group 3
Gradient Investments LLC 3
Robeco Schweiz AG 3
Sanctuary Wealth Advisors, LLC 3
Ipswich Investment Management Co., Inc. 3
Wealthfront Inc 3
Moneta Group Investment Advisors Llc 3
First City Capital Management, Inc. 3
New York Life Investment Management Llc 3
Pictet Asset Management Ltd 3
Epoch Investment Partners, Inc. 3
HBK Sorce Advisory LLC 3
Choate Investment Advisors 3
Shelton Capital Management 3
Profund Advisors Llc 3
Stevens Capital Management Lp 3
Texas Permanent School Fund 3
GV Financial Advisors 3
Prospera Financial Services Inc 3
Delphi Management Inc /ma/ 3
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 3
Evercore Wealth Management, LLC 3
South Dakota Investment Council 3
San Francisco Sentry Investment Group (ca) 3
Voloridge Investment Management, Llc 3
Heritage Wealth Advisors 3
Gemmer Asset Management LLC 3
Everence Capital Management Inc 3
Farmers & Merchants Investments Inc 3
Financial Architects, Inc 3
Eqis Capital Management, Inc. 3
Colonial Trust Advisors 3
Qci Asset Management Inc/ny 3
Manchester Capital Management LLC 3
Parametrica Management Ltd 3
Westport Resources Management Inc 3
Calvert Investment Management, Inc. 3
Guyasuta Investment Advisors Inc 3
Thompson Siegel & Walmsley Llc 3
Dupont Capital Management Corp 3
First New York Securities Llc /ny 3
Shell Asset Management Co 3
FNY Managed Accounts LLC 3
Northwest Investment Counselors, Llc 3
Minerva Advisors LLC 3
Perpetual Ltd 3
Evergreen Capital Management Llc 3
First Heartland Consultants, Inc. 3
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
Louisiana State Employees Retirement System 3
Dorsey Wright & Associates 3
Marquette Asset Management, LLC 3
Cubic Asset Management, LLC 3
Regal Investment Advisors LLC 3
Tortoise Investment Management, LLC 3
CHURCHILL MANAGEMENT Corp 3
Sumitomo Mitsui DS Asset Management Company, Ltd 3
CIBC World Markets Inc. 3
Wellington Shields & Co., LLC 3
Westchester Capital Management, LLC 3
Cornerstone Advisors, Inc. 3
CenterStar Fund, LLC 3
Howe & Rusling Inc 3
Bridges Investment Management Inc 3
Gw Henssler & Associates Ltd 3
NewSquare Capital LLC 3
Riverbridge Partners Llc 3
TD Capital Management LLC 3
Mizuho Securities Usa Llc 3
Founders Capital Management, Llc 3
Ellington Management Group Llc 3
Zurich Insurance Group Ltd/FI 3
Mason Street Advisors, Llc 3
Radcliffe Capital Management, L.P. 3
Scopus Asset Management, L.p. 3
Clark Capital Management Group, Inc. 3
Waldron Private Wealth LLC 3
Harfst & Associates, Inc. 3
Alambic Investment Management, L.P. 3
Eagle Asset Management Inc 3
AlphaMark Advisors, LLC 3
State Of Michigan Retirement System 3
Oregon Public Employees Retirement Fund 3
Trust Co Of Vermont 3
Tarbox Family Office, Inc. 3
Retirement Systems of Alabama 3
Foundry Partners, LLC 3
DAVENPORT & Co LLC 3
Tompkins Financial Corp 3
Chevy Chase Trust Holdings, Inc. 3
Sageworth Trust Co 3
Conestoga Capital Advisors, LLC 3
First Financial Corp /in/ 3
Knowledge Leaders Capital, LLC 3
Quantitative Systematic Strategies LLC 3
Thb Asset Management 3
Country Trust Bank 3
Contravisory Investment Management, Inc. 3
Perkins Coie Trust Co 3
Lenox Wealth Advisors, LLC 3
New England Research & Management, Inc. 3
West Oak Capital, LLC 3
Kistler-Tiffany Companies, LLC 3
Old National Bancorp /in/ 3
Mitsubishi UFJ Trust & Banking Corp 3
Bard Associates Inc 3
Reynders McVeigh Capital Management, LLC 3
ETRADE Capital Management LLC 3
CAPROCK Group, Inc. 3
Winton Capital Group Ltd 3
Pacer Advisors, Inc. 3
Alexandria Capital, LLC 3
Ironwood Financial, llc 3
DekaBank Deutsche Girozentrale 3
Argent Trust Co 3
SOUTH STATE Corp 3
Valley National Advisers Inc 3
Montag A & Associates Inc 3
LS Investment Advisors, LLC 3
Essex Investment Management Co Llc 3
Utah Retirement Systems 3
Karp Capital Management Corp 3
Synovus Financial Corp 3
Stephens Inc /ar/ 3
Destination Wealth Management 3
Chicago Partners Investment Group LLC 3
Capital One, National Association 3
Skylands Capital, LLC 3
Smith, Moore & Co. 3
Diversified Trust Co 3
Aureus Asset Management, LLC 3
HAP Trading, LLC 3
Meiji Yasuda Asset Management Co Ltd. 3
Seven Eight Capital, Lp 3
Richard Bernstein Advisors LLC 3
Affinity Investment Advisors, Llc 3
Capital Analysts, Inc. 3
Wbi Investments, Inc. 3
Harel Insurance Investments & Financial Services Ltd. 3
1832 Asset Management L.P. 3
Kohlberg Kravis Roberts & Co. L.P. 3
Cetera Advisors LLC 3
Proficio Capital Partners LLC 3
TRUE Private Wealth Advisors 3
Grove Bank & Trust 3
Boston Trust Walden Corp 3
APG Asset Management N.V. 3
FDx Advisors, Inc. 3
Ramsey Quantitative Systems 3
Mizuho Trust & Banking Co., Ltd. 3
Granite Investment Partners, LLC 3
Alpha Omega Wealth Management LLC 3
Exane Derivatives 3
Overland Advisors, LLC 3
Washington Trust Bank 3
AMP Capital Investors Ltd 3
National Planning Corp 3
Bahl & Gaynor Inc 3
Verity Asset Management, Inc. 3
Rafferty Asset Management, LLC 3
Institute for Wealth Management, LLC. 3
Catalyst Capital Advisors LLC 3
Jabre Capital Partners S.A. 3
Fort, L.p. 3
Element Capital Management Llc 3
Northwestern Mutual Investment Management Company, Llc 3
Absolute Return Capital, LLC 3
Brandywine Global Investment Management, LLC 3
Signet Financial Management, Llc 3
Edgestream Partners, L.P. 3
ZPR Investment Management 3
Northwestern Mutual Investment Services Llc 3
Lombard Odier Asset Management (Switzerland) SA 3
Allstate Corp 3
Bluefin Trading, LLC 3
Sciencast Management LP 3
Venturi Wealth Management, LLC 3
Itau Unibanco Holding S.A. 3
Connors Investor Services Inc 3
Westpac Banking Corp 3
Dubuque Bank & Trust Co 3
People's United Financial, Inc. 3
USA Financial Portformulas Corp 3
AHL Partners LLP 3
Riverhead Capital Management Llc 3
Adirondack Research & Management Inc. 3
State of Tennessee, Treasury Department 3
Banco BTG Pactual S.A. 3
Omni Partners Llp 3
Prudential Plc 3
VTL Associates, LLC 3
Index Management Solutions, LLC 3
Caldwell Securities, Inc 3
Placemark Investments, Inc. 3
Aurora Investment Counsel 3
Jane Street Holding, LLC 3
Qs Batterymarch Financial Management, Inc 3
Wilmington Funds Management Corp 3
Connecticut Wealth Management, LLC 3
Kepos Capital LP 3
Xact Kapitalforvaltning AB 3
Etf Managers Group, Llc 3
Aveo Capital Partners, LLC 3
Simon Quick Advisors, Llc 3
Pier 88 Investment Partners Llc 3
Versor Investments LP 3
FNY Partners Fund LP 3
Avantax Planning Partners, Inc. 3
Elkfork Partners LLC 3
First Capital Advisors Group, LLC. 3
Teza Capital Management LLC 3
Mason Street Advisors, Llc 3
Vanguard World Fund 3
Harvest Fund Management Co., Ltd 3
Virtus Alternative Investment Advisers, Inc. 3
Independent Advisor Alliance 3
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3
Gillson Capital LP 3
Level Four Advisory Services, Llc 3
Meadow Creek Investment Management LLC 3
Intellectus Partners, LLC 3
Cigna Investments Inc /new 3
Summit Global Investments 3
Sowell Financial Services LLC 3
Patriot Financial Group Insurance Agency, LLC 3
Ridgewood Investments LLC 3
Westside Investment Management, Inc. 3
Sterling Investment Advisors, Ltd. 3
Bogart Wealth, LLC 3
MPS Loria Financial Planners, LLC 3
Csenge Advisory Group 3
Legacy Advisors, LLC 3
Valeo Financial Advisors, LLC 3
Belpointe Asset Management LLC 3
SG3 Management, LLC 3
Arlington Partners LLC 3
Lester Murray Antman dba SimplyRich 3
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 3
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 3
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 3
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 3
Putnam High Income Securities Fund 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 3
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 3
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 3
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 3
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 3
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 3
Olstein Funds 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 3
Tri-continental Corp 3
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 3
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 3
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 3
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 3
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 3
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
Pnc Funds 3
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 3
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 3
Advent Claymore Convertible Securities & Income Fund 3
Rydex Etf Trust 3
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 3
Rivernorth Opportunities Fund, Inc. 3
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 3
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 3
Calamos Strategic Total Return Fund 3
Relative Value Fund 3
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 3
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 3
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 3
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 3
Seacrest Wealth Management, Llc 3
Claraphi Advisory Network, LLC 3
Gryphon Financial Partners LLC 3
Trustcore Financial Services, Llc 3
Crewe Advisors LLC 3
Pinnacle Wealth Planning Services, Inc. 3
Kaizen Advisory, Llc 3
180 Wealth Advisors, Llc 3
Caption Management, LLC 3
Athanor Capital, Lp 3
Financial Advocates Investment Management 3
CWM Advisors, LLC 3
Diametric Capital, LP 3
Private Capital Group, LLC 3
McIlrath & Eck, LLC 3
Cvi Holdings, Llc 3
Sofos Investments, Inc. 3
Weiss Strategic Interval Fund 3
CX Institutional 3
Resources Management Corp /ct/ /adv 3
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 3
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 3
Nachman Norwood & Parrott, Inc 3
Ellevest, Inc. 3
Quantamental Technologies LLC 3
Evolution Wealth Advisors, LLC 3
Beacon Pointe Advisors, LLC 3
Hardy Reed LLC 3
Enlightenment Research, LLC 3
Laurel Wealth Advisors LLC 3
Pearl River Capital, LLC 3
Riverview Trust Co 3
Paradigm Financial Partners, Llc 3
Arabesque Asset Management Ltd 3
Aptus Capital Advisors, LLC 3
Duality Advisers, Lp 3
Apollon Wealth Management, LLC 3
Avantax Advisory Services, Inc. 3
Bay Harbor Wealth Management, LLC 3
Cresset Asset Management, LLC 3
Atom Investors LP 3
Strategic Blueprint, LLC 3
Toroso Investments, LLC 3
Pensionmark Financial Group, Llc 3
Wealthfront Advisers Llc 3
Quest Capital Management Inc /adv 3
Treasurer of the State of North Carolina 3
Liberty Wealth Management Llc 3
Kore Private Wealth LLC 3
Mercer Global Advisors Inc /adv 3
Prestige Wealth Management Group LLC 3
Comerica Securities,inc. 3
Golden State Wealth Management, LLC 3
Campbell Multi-strategy Trust 3
Avion Wealth 3
Evoke Wealth, Llc 3
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 3
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 3
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 3
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 3
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 3
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 3
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 3
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 3
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 3
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 3
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 3
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 3
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 3
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 3
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 3
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 3
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 3
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 3
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 3
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 3
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 3
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 3
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 3
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 3
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 3
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 3
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 3
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 3
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 3
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 3
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 3
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 3
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 3
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 3
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 3
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 3
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 3
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 3
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 3
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 3
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 3
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 3
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
Harbor Investment Advisory, Llc 3
Exchange Traded Concepts, Llc 3
Savior LLC 3
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 3
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 3
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 3
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 3
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 3
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 3
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 3
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 3
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 3
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 3
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 3
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
BFOR - ALPS ETF Trust - Barron's 400 ETF 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
VCGAX - VALIC Co I - Growth & Income Fund 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 3
Seaport Global Asset Management Llc 3
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 3
Ieq Capital, Llc 3
Illinois Municipal Retirement Fund 3
Capital Square, LLC 3
Healthcare Of Ontario Pension Plan Trust Fund 3
Keebeck Alpha, LP 3
Vestcor Inc 3
Gyon Technologies Capital Management, LP 3
FORA Capital, LLC 3
Orion Portfolio Solutions, LLC 3
Hohimer Wealth Management, Llc 3
Twinbeech Capital Lp 3
CVA Family Office, LLC 3
Procyon Private Wealth Partners, LLC 3
BI Asset Management Fondsmaeglerselskab A/S 3
LMR Master Fund Ltd 3
JustInvest LLC 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
Caas Capital Management Lp 3
Atalaya Capital Management LP 3
Rsm Us Wealth Management Llc 3
Disciplined Investments, LLC 3
FundVantage Trust - Verplanck Balanced Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 3
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 3
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 3
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 3
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 3
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 3
VEGN - ETF Series Solutions - US Vegan Climate ETF 3
International Assets Investment Management, Llc 3
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 3
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 3
Knight Capital Group, Inc. 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 3
Kestra Private Wealth Services, Llc 3
Hexagon Capital Partners LLC 3
TFC Financial Management 3
Kestra Advisory Services, LLC 3
Founders Financial Alliance, LLC 3
Cordant, Inc. 3
Paces Ferry Wealth Advisors, Llc 3
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 3
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 3
Wolff Wiese Magana Llc 3
Hemington Wealth Management 3
Wipfli Financial Advisors Llc, 3
Syverson Strege & Co 3
Ellsworth Advisors, LLC 3
Maryland State Retirement & Pension System 3
Golden State Equity Partners 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
CBOE Vest Financial, LLC 3
Veriti Management LLC 3
Opal Wealth Advisors, LLC 3
Vantage Consulting Group Inc 3
Inspire Advisors, LLC 3
Concord Wealth Partners 3
Interchange Capital Partners, LLC 3
Standard Family Office LLC 3
SkyView Investment Advisors, LLC 3
B. Metzler seel. Sohn & Co. Holding AG 3
Coppell Advisory Solutions LLC 3
SOA Wealth Advisors, LLC. 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
Legacy Wealth Asset Management, LLC 3
Systematic Alpha Investments, LLC 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
Guardian Wealth Advisors, LLC 3
Hennion & Walsh Asset Management, Inc. 3
VCBDX - VALIC Co I - Core Bond Fund 3
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 3
Eagle Bay Advisors LLC 3
Accurate Wealth Management, LLC 3
Newbridge Financial Services Group, Inc. 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
FourThought Financial, LLC 3
STFBX - Advisers Investment Trust - State Farm Balanced Fund 3
Oak Thistle LLC 3
Schubert & Co 3
Claris Advisors, Llc / Mo / 3
Yousif Capital Management, Llc 3
Steward Financial Group LLC 3
Ameritas Advisory Services, LLC 3
Confluence Wealth Services, Inc. 3
CoreCap Advisors, LLC 3
SJS Investment Consulting Inc. 3
Washington Trust Advisors, Inc. 3
B. Metzler seel. Sohn & Co. AG 3
Snowden Capital Advisors LLC 3
Lindenwold Advisors 3
Mbb Public Markets I Llc 3
Raleigh Capital Management Inc. 3
Forum Financial Management, LP 3
Rise Advisors, LLC 3
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 3
Oliver Lagore Vanvalin Investment Group 3
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 3
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3
Ronald Blue Trust, Inc. 3
T. Rowe Price Investment Management, Inc. 3
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 3
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 3
Citizens Business Bank 3
Advisor Partners Ii, Llc 3
Colonial Trust Co / SC 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
Qsemble Capital Management, LP 3
SYSTM Wealth Solutions LLC 3
Axq Capital, Lp 3
ISAM Funds (UK) Ltd 3
Inceptionr Llc 3
Kula Investments, LLC 3
Cornerstone Planning Group LLC 3
Sherbrooke Park Advisers Llc 3
Numerai GP LLC 3
Mill Creek Capital Advisors, LLC 3
Point72 Middle East FZE 3
American Portfolios Advisors 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
V-Square Quantitative Management LLC 3
Tucker Asset Management Llc 3
Nebula Research & Development LLC 3
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 3
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
Nemes Rush Group LLC 3
iA Global Asset Management Inc. 3
Gts Securities Llc 3
Qrg Capital Management, Inc. 3
Anchor Investment Management, LLC 3
Bruce G. Allen Investments, LLC 3
Fortitude Family Office, LLC 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 3
DiNuzzo Private Wealth, Inc. 3
Sachetta, LLC 3
Skopos Labs, Inc. 3
Financial Network Wealth Advisors LLC 3
Scientech Research LLC 3
Caitlin John, LLC 3
Fairman Group, LLC 3
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 3
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 3
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 3
Ashton Thomas Private Wealth, LLC 3
Central Pacific Bank - Trust Division 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
LRI Investments, LLC 3
Federation des caisses Desjardins du Quebec 3
Point72 (DIFC) Ltd 3
Global Financial Private Client, LLC 3
Glen Eagle Advisors, LLC 3
Ashton Thomas Securities, Llc 3
Td Private Client Wealth Llc 3
Cromwell Holdings LLC 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
Principia Wealth Advisory, LLC 3
Erste Asset Management GmbH 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
Oddo Bhf Asset Management Sas 3
R Squared Ltd 3
Rialto Wealth Management, LLC 3
Parkworth Wealth Management, Inc. 3
Hughes Financial Services, LLC 3
Jain Global LLC 3
WealthTrak Capital Management LLC 3
Caitong International Asset Management Co., Ltd 3
Bayforest Capital Ltd 3
Fieldview Capital Management, LLC 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
Kilter Group LLC 3
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 3
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
HFM Investment Advisors, LLC 3
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 3
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 3
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 3