Engines And Turbines - 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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 17
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 13
Geode Capital Management, Llc 13
Vanguard Group Inc 12
Barclays Plc 12
Morgan Stanley 12
Renaissance Technologies Llc 12
BlackRock, Inc. 12
Advisor Group Holdings, Inc. 12
Fmr Llc 12
Citigroup Inc 11
Goldman Sachs Group Inc 11
Bank Of Montreal /can/ 11
Northern Trust Corp 11
Marshall Wace North America L.P. 11
Jane Street Group, Llc 11
Manufacturers Life Insurance Company, The 11
IFP Advisors, Inc 11
Squarepoint Ops LLC 11
Wells Fargo & Company/mn 11
Tower Research Capital LLC (TRC) 11
Pnc Financial Services Group, Inc. 11
Jpmorgan Chase & Co 11
Creative Planning 11
Deutsche Bank Ag\ 11
Citadel Advisors Llc 11
UBS Group AG 11
Proequities, Inc. 11
Bank Of America Corp /de/ 11
Royal Bank Of Canada 11
Susquehanna International Group, Llp 11
Wellington Management Group Llp 11
Millennium Management Llc 11
New York State Common Retirement Fund 10
Gsa Capital Partners Llp 10
A.R.T. Advisors, LLC 10
Thompson Davis & Co., Inc. 10
Virtu Financial LLC 10
Bank of New York Mellon Corp 10
PDT Partners, LLC 10
Two Sigma Investments, Lp 10
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 10
Prelude Capital Management, Llc 10
Us Bancorp \de\ 10
Bnp Paribas Arbitrage, Sa 10
BlackRock Institutional Trust Company, N.A. 10
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 10
Legal & General Group Plc 10
Invesco Ltd. 10
Alliancebernstein L.p. 10
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 10
Glenmede Trust Co Na 10
Huntington National Bank 10
Two Sigma Advisers, Lp 10
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 10
Bessemer Group Inc 10
Northwestern Mutual Wealth Management Co 10
Sei Investments Co 10
Ameriprise Financial Inc 10
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 10
State Street Corp 10
Advisory Services Network, LLC 10
Credit Suisse Ag/ 10
California Public Employees Retirement System 10
NEXT Financial Group, Inc 9
Hsbc Holdings Plc 9
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 9
Wolverine Asset Management Llc 9
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 9
Ubs Ag 9
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 9
Ladenburg Thalmann Financial Services Inc 9
Charles Schwab Investment Management Inc 9
Jefferies Group LLC 9
Baird Financial Group, Inc. 9
Kcg Holdings, Inc. 9
Price T Rowe Associates Inc /md/ 9
Stifel Financial Corp 9
Group One Trading, L.p. 9
MetLife Securities, Inc 9
Allianz Asset Management GmbH 9
BlackRock Fund Advisors 9
LPL Financial LLC 9
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 9
Quantbot Technologies LP 9
Simplex Trading, Llc 9
Marshall Wace, Llp 9
Macquarie Group Ltd 9
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 9
Aperio Group, LLC 9
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 9
Suntrust Banks Inc 9
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 9
Acrospire Investment Management LLC 9
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 9
D. E. Shaw & Co., Inc. 9
Nationwide Fund Advisors 9
Lord, Abbett & Co. Llc 9
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 9
Nomura Holdings Inc 9
American International Group, Inc. 9
Russell Investments Group, Ltd. 9
Trexquant Investment LP 9
Tiaa Cref Investment Management Llc 9
BlackRock Group LTD 9
Parametric Portfolio Associates Llc 9
Russell Frank Co/ 9
Nine Chapters Capital Management LLC 9
Metropolitan Life Insurance Co/ny 9
Teachers Advisors, Llc 9
Wolverine Trading, Llc 9
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 8
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 8
Swiss National Bank 8
Prudential Financial Inc 8
Acadian Asset Management Llc 8
BlackRock Investment Management, LLC 8
Enterprise Financial Services Corp 8
PEAK6 Investments, L.P. 8
Ameritas Investment Partners, Inc. 8
Emerald Acquisition Ltd. 8
O'shaughnessy Asset Management, Llc 8
Nuveen Asset Management, LLC 8
Tfs Capital Investment Trust 8
Steward Partners Investment Advisory, Llc 8
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 8
Norges Bank 8
Guggenheim Capital Llc 8
Point72 Hong Kong Ltd 8
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 8
Fifth Third Bancorp 8
California State Teachers Retirement System 8
HighTower Advisors, LLC 8
Neuberger Berman Group LLC 8
State Board Of Administration Of Florida Retirement System 8
Boothbay Fund Management, Llc 8
King Luther Capital Management Corp 8
Comerica Bank 8
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 8
Engineers Gate Manager LP 8
Mackenzie Financial Corp 8
First Trust Advisors Lp 8
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 8
Connor, Clark & Lunn Investment Management Ltd. 8
KBC Group NV 8
Driehaus Capital Management Llc 8
First Mercantile Trust Co 8
Cambridge Investment Research Advisors, Inc. 8
BlackRock Advisors LLC 8
Cutler Group LP 8
Ubs Asset Management Americas Inc 8
Envestnet Asset Management Inc 8
Cubist Systematic Strategies, LLC 8
D.a. Davidson & Co. 8
Assetmark, Inc 8
Rhumbline Advisers 8
Ameritas Investment Corp 8
Raymond James & Associates 8
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 8
Cwm, Llc 8
Jump Financial, LLC 8
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 8
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 8
Advisor Group, Inc. 8
Royce & Associates Lp 8
Silvercrest Asset Management Group Llc 8
Stevens Capital Management Lp 8
College Retirement Equities Fund 8
Walleye Trading LLC 8
Oxford Asset Management Llp 8
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 8
Private Advisor Group, LLC 8
Quadrant Capital Group Llc 8
American Portfolios Advisors 8
Public Employees Retirement Association Of Colorado 8
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 8
Gotham Asset Management, LLC 8
Dimensional Fund Advisors Lp 8
Caption Management, LLC 8
Hudson Bay Capital Management LP 8
RidgeWorth Capital Management LLC 8
GAM Holding AG 8
Paloma Partners Management Co 8
Parallax Volatility Advisers, L.P. 8
Great West Life Assurance Co /can/ 8
Lazard Asset Management Llc 8
Ancora Advisors, LLC 7
Hrt Financial Lp 7
Schonfeld Strategic Advisors LLC 7
Rational Advisors Llc 7
Parallel Advisors, LLC 7
Alpine Global Management, LLC 7
Putnam Investments Llc 7
Baird Robert W & Co Inc /wi/ 7
Eqis Capital Management, Inc. 7
New England Securities Corp /MA/ 7
CIBC Private Wealth Group, LLC 7
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 7
Sowell Financial Services LLC 7
Jacobs Levy Equity Management, Inc 7
Ardsley Advisory Partners Lp 7
Voya Investment Management Llc 7
Brandywine Global Investment Management, LLC 7
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 7
Allworth Financial LP 7
1832 Asset Management L.P. 7
San Francisco Sentry Investment Group (ca) 7
SG Americas Securities, LLC 7
Keybank National Association/oh 7
Reilly Financial Advisors, Llc 7
Verition Fund Management LLC 7
Panagora Asset Management Inc 7
Lombard Odier Asset Management (USA) Corp 7
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 7
Axa S.a. 7
Bokf, Na 7
JustInvest LLC 7
Northern Trust Co Of Connecticut 7
NOSGX - Northern Funds - Northern Small Cap Value Fund 7
Dynamic Technology Lab Private Ltd 7
Point72 Asset Management, L.P. 7
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 7
Penn Capital Management Co Inc 7
ProShare Advisors LLC 7
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 7
Nisa Investment Advisors, Llc 7
Arrowstreet Capital, Limited Partnership 7
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 7
Meeder Asset Management Inc 7
Manatuck Hill Partners, LLC 7
MAI Capital Management 7
Integrated Wealth Management 7
Global Retirement Partners, LLC 7
Tudor Investment Corp Et Al 7
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 7
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 7
Man Group plc 7
Regions Financial Corp 7
Zurcher Kantonalbank (Zurich Cantonalbank) 7
M&t Bank Corp 7
EAM Investors, LLC 7
Thrivent Financial For Lutherans 7
Signaturefd, Llc 7
GWM Advisors LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 7
State Of Wisconsin Investment Board 7
Raymond James Financial Inc 7
Ubs Oconnor Llc 7
PEAK6 Investments LLC 7
Walleye Capital LLC 7
Oppenheimer & Co Inc 7
Victory Capital Management Inc 7
Public Employees Retirement System Of Ohio 7
Essex Investment Management Co Llc 7
Captrust Financial Advisors 7
Polar Asset Management Partners Inc. 7
Grantham, Mayo, Van Otterloo & Co. LLC 7
Amalgamated Bank 7
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 7
Federated Hermes, Inc. 7
Aqr Capital Management Llc 7
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 7
Raymond James Financial Services Advisors, Inc. 7
Qube Research & Technologies Ltd 7
National Planning Corp 7
Ground Swell Capital, LLC 7
Principal Financial Group Inc 7
Two Sigma Securities, Llc 7
United Capital Financial Advisers, Llc 7
Teacher Retirement System Of Texas 7
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 6
Carroll Financial Associates, Inc. 6
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 6
Employees Retirement System of Texas 6
Eaton Vance Ltd Duration Income Fund 6
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 6
Coldstream Capital Management Inc 6
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 6
Berman Capital Advisors, LLC 6
Jfs Wealth Advisors, Llc 6
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 6
Algert Global Llc 6
Laurion Capital Management LP 6
FNY Managed Accounts LLC 6
AdvisorNet Financial, Inc 6
MetLife Investment Management, LLC 6
Weiss Multi-Strategy Advisers LLC 6
Weld Capital Management Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 6
Hussman Strategic Advisors, Inc. 6
Cambria Investment Management, L.P. 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
Shell Asset Management Co 6
PineBridge Investments, L.P. 6
Alberta Investment Management Corp 6
First Horizon Advisors, Inc. 6
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 6
Rockefeller Capital Management L.P. 6
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 6
Zacks Investment Management 6
National Bank Of Canada /fi/ 6
FIL Ltd 6
Pine River Capital Management L.P. 6
Wipfli Financial Advisors Llc, 6
Hutchin Hill Capital, LP 6
Caxton Associates Lp 6
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 6
Nbc Securities, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6
Loomis Sayles & Co L P 6
Stratos Wealth Partners, LTD. 6
Irish Life Investment Managers Ltd. 6
Spot Trading L.L.C 6
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 6
Quantitative Systematic Strategies LLC 6
OMERS ADMINISTRATION Corp 6
DekaBank Deutsche Girozentrale 6
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 6
Commonwealth Equity Services, Llc 6
State of Tennessee, Treasury Department 6
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 6
Nordea Investment Management Ab 6
Credit Agricole S A 6
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 6
Petrus Trust Company, LTA 6
Sterling Capital Management LLC 6
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 6
WealthTrust-Arizona, LLC 6
CENTRAL TRUST Co 6
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6
Airain ltd 6
Franklin Resources Inc 6
Brewin Dolphin Ltd 6
Cetera Advisor Networks LLC 6
Toronto Dominion Bank 6
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 6
Canada Pension Plan Investment Board 6
Lindbrook Capital, Llc 6
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 6
Ellington Management Group Llc 6
State of New Jersey Common Pension Fund D 6
HAP Trading, LLC 6
Vanguard Index Funds 6
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 6
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 6
TCI Wealth Advisors, Inc. 6
Pitcairn Co 6
ClariVest Asset Management LLC 6
Quadrature Capital Ltd 6
WFG Advisors, LP 6
BlueCrest Capital Management Ltd 6
Capital Fund Management S.a. 6
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 6
Stifel Nicolaus & Co Inc \mo\ 6
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 6
Alyeska Investment Group, L.P. 6
Voloridge Investment Management, Llc 6
Profund Advisors Llc 6
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 6
SBI Securities Co., Ltd. 6
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 6
American Century Companies Inc 6
CoreCap Advisors, LLC 6
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 6
CIBC Asset Management Inc 6
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 6
Principal Funds Inc 6
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 6
Jane Street Holding, LLC 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
Hbk Investments L P 6
Sei Trust Co 6
Erste Asset Management GmbH 6
Managed Account Advisors Llc 6
NumerixS Investment Technologies Inc 6
Bank Of Nova Scotia 6
Jones Financial Companies Lllp 6
Tiaa-cref Funds 6
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 6
Brookfield Asset Management Inc. 6
Pacer Advisors, Inc. 6
Quantamental Technologies LLC 6
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 6
Quantitative Investment Management, LLC 6
Campbell & CO Investment Adviser LLC 6
WASHINGTON TRUST Co 6
Tfs Capital Llc 6
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 6
Sofos Investments, Inc. 6
First Quadrant L P/ca 6
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 6
XTX Topco Ltd 6
Federation des caisses Desjardins du Quebec 6
First Manhattan Co 6
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 6
Orion Portfolio Solutions, LLC 6
Menta Capital Llc 6
Natixis 6
IBM Retirement Fund 6
Smithfield Trust Co 6
Public Sector Pension Investment Board 6
Vestcor Inc 6
Harbour Investments, Inc. 6
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 6
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 6
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 6
Assured Investment Management LLC 6
Los Angeles Capital Management Llc 6
Strs Ohio 6
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 6
Plante Moran Financial Advisors, LLC 6
Spire Wealth Management 6
Eaton Vance Management 6
Shay Capital LLC 6
Massmutual Trust Co Fsb/adv 6
Amundi Pioneer Asset Management Inc 6
Barings Llc 6
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 6
Balyasny Asset Management Llc 6
Vanguard World Fund 6
Wealthfront Inc 6
Bayesian Capital Management, LP 6
Arizona State Retirement System 6
Visium Asset Management, LP 6
Cetera Investment Advisers 6
Cornerstone Capital Management Holdings Llc. 6
Highbridge Capital Management Llc 6
Numeric Investors Llc 5
We Are One Seven, LLC 5
Gradient Investments LLC 5
Mascoma Wealth Management LLC 5
Winton Capital Group Ltd 5
Schroder Investment Management Group 5
Spark Investment Management LLC 5
Catalyst Capital Advisors LLC 5
United Services Automobile Association 5
ETRADE Capital Management LLC 5
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 5
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 5
Rehmann Capital Advisory Group 5
RK Capital Management, LLC 5
Mutual Of America Capital Management Llc 5
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 5
Larson Financial Group LLC 5
Tocqueville Asset Management L.p. 5
Citizens Financial Group Inc/ri 5
Caitong International Asset Management Co., Ltd 5
Oregon Public Employees Retirement Fund 5
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 5
Principal Securities, Inc. 5
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 5
Td Asset Management Inc 5
VTL Associates, LLC 5
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 5
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 5
Moors & Cabot, Inc. 5
LMR Partners LLP 5
Massachusetts Financial Services Co /ma/ 5
Avantax Planning Partners, Inc. 5
Van Eck Associates Corp 5
Centiva Capital, LP 5
Rice Hall James & Associates, Llc 5
State Farm Mutual Fund Trust 5
Seacrest Wealth Management, Llc 5
Sandy Spring Bank 5
State Farm Variable Product Trust 5
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 5
Disciplined Investments, LLC 5
Hartland & Co., LLC 5
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 5
Janus Henderson Group Plc 5
Cadence Capital Management Llc 5
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 5
Brinker Capital Investments, LLC 5
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 5
Total Clarity Wealth Management, Inc. 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
First Citizens Bank & Trust Co 5
Gabelli Funds Llc 5
Nuveen, LLC 5
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 5
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 5
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 5
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 5
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 5
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 5
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 5
Fortitude Family Office, LLC 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
CIBC World Markets Inc. 5
SAC Capital Advisors LP 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
Police & Firemen's Retirement System of New Jersey 5
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 5
Glassman Wealth Services 5
Benjamin F. Edwards & Company, Inc. 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
Hancock Whitney Corp 5
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 5
Venture Visionary Partners LLC 5
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 5
Ajo, Lp 5
Index Management Solutions, LLC 5
Ieq Capital, Llc 5
Aigen Investment Management, Lp 5
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 5
Brown Brothers Harriman & Co 5
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
Municipal Employees' Retirement System of Michigan 5
Chicago Equity Partners Llc 5
Susquehanna Fundamental Investments, Llc 5
New York State Teachers Retirement System 5
Martingale Asset Management L P 5
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 5
Fox Run Management, L.l.c. 5
Maven Securities LTD 5
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 5
First Republic Investment Management, Inc. 5
Cerity Partners LLC 5
Capstone Asset Management Co 5
Atria Investments Llc 5
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 5
Hillsdale Investment Management Inc. 5
Sigma Planning Corp 5
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 5
VDAFX - VALIC Co I - Dynamic Allocation Fund 5
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 5
DAVENPORT & Co LLC 5
Sutton Wealth Advisors Inc. 5
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 5
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 5
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 5
Independent Advisor Alliance 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 5
Moody Aldrich Partners Llc 5
DRW Securities, LLC 5
Level Four Advisory Services, Llc 5
Piedmont Investment Advisors Llc 5
Whittier Trust Co Of Nevada Inc 5
Farther Finance Advisors, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 5
ArrowMark Colorado Holdings LLC 5
Clear Street Markets Llc 5
Convergence Investment Partners, LLC 5
Ritholtz Wealth Management 5
Placemark Investments, Inc. 5
Assenagon Asset Management S.A. 5
Shapiro Robert N 5
Mml Investors Services, Llc 5
Gemmer Asset Management LLC 5
Teachers Retirement System Of The State Of Kentucky 5
Headlands Technologies LLC 5
Kanaly Trust Co 5
Private Ocean, LLC 5
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 5
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 5
Amundi 5
Proficio Capital Partners LLC 5
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 5
WealthPlan Investment Management, LLC 5
Timber Hill LLC 5
Signet Financial Management, Llc 5
Bb&t Investment Services, Inc. 5
Segall Bryant & Hamill, Llc 5
Skandinaviska Enskilda Banken AB (publ) 5
Asset Management One Co., Ltd. 5
Crossmark Global Holdings, Inc. 5
Harel Insurance Investments & Financial Services Ltd. 5
Valeo Financial Advisors, LLC 5
Catalyst Funds Management Pty Ltd 5
Mason Street Advisors, Llc 5
Private Trust Co Na 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 5
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 5
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 5
Cipher Capital LP 5
Prospera Financial Services Inc 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
Louisiana State Employees Retirement System 5
Rise Advisors, LLC 5
Absolute Return Capital, LLC 5
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 5
Clearbridge Investments, LLC 5
Texas Permanent School Fund 5
Thompson Siegel & Walmsley Llc 5
Stone Ridge Asset Management LLC 5
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 5
State of Wyoming 5
Castleark Management Llc 5
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 5
Seven Eight Capital, Lp 5
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 5
AHL Partners LLP 5
Carlson Capital L P 5
Shelton Capital Management 5
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 5
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 5
Evoke Wealth, Llc 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 5
Advisory Research Inc 5
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 5
Lsv Asset Management 5
Sunbelt Securities, Inc. 5
Rotella Capital Management, Inc. 5
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 5
Vantagepoint Funds 5
Rothschild Investment Llc 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 5
Fort Washington Investment Advisors Inc /oh/ 5
Oakworth Capital, Inc. 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
Caisse De Depot Et Placement Du Quebec 5
Advisor Resource Council 5
Wealthcare Advisory Partners LLC 5
Brown Advisory Inc 5
Easterly Investment Partners Llc 5
Colony Group Llc 5
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 5
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 5
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 5
MUFG Americas Holdings Corp 5
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 5
Geneos Wealth Management Inc. 5
Lisanti Capital Growth, LLC 5
Capstone Investment Advisors, Llc 5
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 5
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 5
IWV - iSHARES TRUST - iShares Russell 3000 ETF 5
Skylands Capital, LLC 5
Magnetar Financial LLC 5
Candriam Luxembourg S.C.A. 5
ExodusPoint Capital Management, LP 5
Securian Asset Management, Inc 5
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 5
Cresset Asset Management, LLC 5
Calamos Advisors LLC 5
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 5
Jennison Associates Llc 5
Macroview Investment Management Llc 5
Occudo Quantitative Strategies Lp 5
Vident Investment Advisory, LLC 5
Oppenheimer Funds Inc 5
Levin Capital Strategies, L.p. 5
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 5
Bridgefront Capital, LLC 5
Summit Partners Public Asset Management, Llc 5
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 5
Lingohr & Partner Asset Management GmbH 5
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 5
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 5
Stephens Inc /ar/ 5
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 5
Pearl River Capital, LLC 5
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 5
World Asset Management Inc 5
National Asset Management, Inc. 5
Karp Capital Management Corp 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
Manchester Capital Management LLC 5
Y-Intercept (Hong Kong) Ltd 5
Stanley-Laman Group, Ltd. 5
GPS Wealth Strategies Group, LLC 5
Old Mutual Global Investors (UK) Ltd. 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
Cibc World Markets Corp 5
Eagle Asset Management Inc 5
Truist Financial Corp 5
Compagnie Lombard Odier SCmA 5
Mariner, LLC 5
LS Investment Advisors, LLC 5
Wolff Wiese Magana Llc 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
Advisors Asset Management, Inc. 5
Ing Groep Nv 5
SOUTH STATE Corp 5
Fuller & Thaler Asset Management, Inc. 5
Parkside Financial Bank & Trust 5
Old Mutual Customised Solutions (proprietary) Ltd 5
Winslow, Evans & Crocker, Inc. 5
Kestra Advisory Services, LLC 5
D'Orazio & Associates, Inc. 5
FNY Investment Advisers, LLC 5
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 5
Weiss Strategic Interval Fund 5
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
Wealthcare Capital Management Llc 5
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 5
Creative Financial Designs Inc /adv 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 5
GV Financial Advisors 4
Sculptor Capital LP 4
Sanctuary Advisors, LLC 4
TimesSquare Capital Management, LLC 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 4
Cullen/frost Bankers, Inc. 4
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 4
Alpha Windward Llc 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 4
BNP Paribas Asset Management Holding S.A. 4
K2 Principal Fund, L.p. 4
Washington Trust Advisors, Inc. 4
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 4
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 4
Covington Capital Management 4
Commerzbank Aktiengesellschaft /fi 4
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 4
Baldwin Brothers Inc/ma 4
SJS Investment Consulting Inc. 4
Franklin Street Advisors Inc /nc 4
Daiwa Securities Group Inc. 4
GAMMA Investing LLC 4
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 4
Covestor Ltd 4
Tarbox Family Office, Inc. 4
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 4
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 4
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 4
TD Waterhouse Canada Inc. 4
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 4
Freestone Capital Holdings, LLC 4
Northwestern Mutual Investment Management Company, Llc 4
Bahl & Gaynor Inc 4
Jefferies Financial Group Inc. 4
Vident Advisory, LLC 4
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 4
EverSource Wealth Advisors, LLC 4
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 4
Ameritas Advisory Services, LLC 4
Versant Capital Management, Inc 4
Kennedy Capital Management, Inc. 4
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 4
State of Alaska, Department of Revenue 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
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 4
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 4
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 4
Point72 Asia (Singapore) Pte. Ltd. 4
Utah Retirement Systems 4
Global Income Builder Portfolio - Global Income Builder Portfolio 4
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 4
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 4
Liberty Mutual Group Asset Management Inc. 4
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 4
Bartlett & Co. LLC 4
High Income Opportunities Portfolio - High Income Opportunities Portfolio 4
Schubert & Co 4
Portolan Capital Management, LLC 4
Fisher Asset Management, LLC 4
Hood River Capital Management LLC 4
Oak Thistle LLC 4
Itau Unibanco Holding S.A. 4
UMA Financial Services, Inc. 4
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 4
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 4
Bodri Capital Management, LLC 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 4
Legacy Financial Advisors, Inc. 4
CR Intrinsic Investors, LLC 4
Landscape Capital Management, L.l.c. 4
Friess Associates Llc 4
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 4
Trellus Management Company, LLC 4
Aristides Capital LLC 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
Oakbrook Investments Llc 4
Oppenheimer Asset Management Inc. 4
Princeton Alpha Management LP 4
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 4
Rydex Etf Trust 4
MDXBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Maryland Tax-Free Bond Fund 4
AGF Investments LLC 4
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 4
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 4
Allspring Global Investments Holdings, LLC 4
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 4
Mfs Special Value Trust 4
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 4
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 4
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 4
Jupiter Asset Management Ltd 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
FLDFX - Meeder Funds - BALANCED FUND Retail Class 4
First Hawaiian Bank 4
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 4
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 4
Bryn Mawr Capital Management Inc 4
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 4
Pathstone Family Office, Llc 4
Adage Capital Partners Gp, L.l.c. 4
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 4
Mfs Multimarket Income Trust 4
Bell Investment Advisors, Inc 4
FourThought Financial, LLC 4
Thb Asset Management 4
Pathstone Holdings, LLC 4
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 4
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 4
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 4
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 4
Rialto Wealth Management, LLC 4
Navellier & Associates Inc 4
Sonora Investment Management, LLC 4
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 4
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 4
Symmetry Partners, LLC 4
Capital Advisors, Ltd. LLC 4
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 4
Advent Capital Management /de/ 4
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 4
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 4
Weaver Consulting Group 4
Banque Cantonale Vaudoise 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
Graham Capital Management, L.P. 4
Financial Management Professionals, Inc. 4
Coastal Investment Advisors, Inc. 4
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 4
First Personal Financial Services 4
Wellington Shields Capital Management, LLC 4
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 4
Denver Investment Advisors Llc 4
Golden State Wealth Management, LLC 4
Rainier Investment Management Llc 4
PENN SERIES FUNDS INC - International Equity Fund 4
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 4
Entropy Technologies, LP 4
Dark Forest Capital Management Lp 4
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 4
Diversified Trust Co 4
Venturi Wealth Management, LLC 4
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 4
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 4
Versor Investments LP 4
Scopus Asset Management, L.p. 4
Cambridge Trust Co 4
Delos Wealth Advisors, LLC 4
Luminus Management Llc 4
Mercer Global Advisors Inc /adv 4
Janney Capital Management LLC 4
Fred Alger Management, Llc 4
Koch Industries Inc 4
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4
Janney Montgomery Scott LLC 4
Blackrock Credit Allocation Income Trust 4
Santa Fe Partners LLC 4
James Investment Research Inc 4
Blackrock Multi-sector Income Trust 4
Agf Investments Inc. 4
Corebridge Financial, Inc. 4
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 4
Thompson Investment Management, Inc. 4
Gryphon Financial Partners LLC 4
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 4
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 4
CBIZ Investment Advisory Services, LLC 4
Holocene Advisors, LP 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
JJJ Advisors Inc. 4
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 4
Weaver C. Barksdale & Associates, Inc. 4
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 4
Healthcare Of Ontario Pension Plan Trust Fund 4
Blackrock Core Bond Trust 4
S&t Bank/pa 4
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 4
Blackrock Corporate High Yield Fund, Inc. 4
Blackrock Ltd Duration Income Trust 4
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 4
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 4
Checchi Capital Advisers, LLC 4
Heartland Advisors Inc 4
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 4
Brandes Investment Partners, Lp 4
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 4
CAPROCK Group, Inc. 4
Wilmington Funds Management Corp 4
Fiera Capital Corp 4
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4
Money Concepts Capital Corp 4
Bartlett & Co. Wealth Management Llc 4
Edge Wealth Management LLC 4
Twin Peaks Wealth Advisors, LLC 4
Dana Investment Advisors, Inc. 4
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 4
BlackRock Japan Co. Ltd 4
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 4
FORA Capital, LLC 4
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 4
Arkadios Wealth Advisors 4
Epoch Investment Partners, Inc. 4
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 4
Guardian Wealth Advisors, LLC 4
Patten Group, Inc. 4
New England Research & Management, Inc. 4
Capitolis Advisors LLC 4
Twinbeech Capital Lp 4
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 4
Verity Asset Management, Inc. 4
Ensign Peak Advisors, Inc 4
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 4
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 4
Pictet Asset Management Ltd 4
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 4
Tfo-tdc, Llc 4
LRI Investments, LLC 4
Bluefin Trading, LLC 4
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 4
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 4
Thurston, Springer, Miller, Herd & Titak, Inc. 4
Hartford Investment Management Co 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 4
Riverhead Capital Management Llc 4
Toroso Investments, LLC 4
Centaurus Financial, Inc. 4
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 4
Aviance Capital Management, Llc 4
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 4
Coppell Advisory Solutions LLC 4
Atom Investors LP 4
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 4
Crewe Advisors LLC 4
Carillon Tower Advisers, Inc. 4
Pegasus Partners Ltd. 4
Wexford Capital Lp 4
Procyon Private Wealth Partners, LLC 4
Invictus RG 4
Alps Advisors Inc 4
Sumitomo Mitsui Trust Holdings, Inc. 4
Quantinno Capital Management LP 4
Retirement Systems of Alabama 4
Robeco Institutional Asset Management B.V. 4
Elkfork Partners LLC 4
Globeflex Capital L P 4
Mackay Shields Llc 4
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 4
Ridgeworth Funds 4
Wedbush Securities Inc 4
Retirement Group, LLC 4
Sciencast Management LP 4
Wealthspire Advisors, L.P. 4
Cordant, Inc. 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 4
Icon Advisers Inc/co 4
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 4
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 4
BNP Paribas Investment Partners S.A. 4
Avantax Advisory Services, Inc. 4
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 4
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 4
State of New Jersey Common Pension Fund A 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
Alpha DNA Investment Management LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 4
Riggs Asset Managment Co. Inc. 4
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 4
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 4
Waratah Capital Advisors Ltd. 4
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 4
Blair William & Co/il 4
Systematic Financial Management Lp 4
Toth Financial Advisory Corp 4
South Texas Money Management Ltd 4
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 4
Ergoteles LLC 4
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 4
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 4
Boston Partners 4
Financial Gravity Companies, Inc. 4
EntryPoint Capital, LLC 4
Artemis Investment Management LLP 4
Blueshift Asset Management, LLC 4
Partnervest Advisory Services LLC 4
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 4
Alpha Paradigm Partners, LLC 4
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 4
Destination Wealth Management 4
TrimTabs Asset Management, LLC 4
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 4
J. Goldman & Co LP 4
Whittier Trust Co 4
FinTrust Capital Advisors, LLC 4
Vaughan Nelson Investment Management, L.p. 4
Burney Co/ 4
J.w. Cole Advisors, Inc. 4
Commonwealth Bank Of Australia 4
Twin Tree Management, LP 4
Evercore Wealth Management, LLC 4
JNBA Financial Advisors 4
Hotchkis & Wiley Capital Management Llc 4
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 4
APG Asset Management N.V. 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
FDx Advisors, Inc. 4
Symphony Asset Management Llc 4
Independent Portfolio Consultants, Inc. 4
Flagship Harbor Advisors, Llc 4
Cetera Advisors LLC 4
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 4
Synovus Financial Corp 4
RPG Investment Advisory, LLC 4
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 4
Axxcess Wealth Management, Llc 4
Ramsey Quantitative Systems 4
Intech Investment Management Llc 4
Kayne Anderson Rudnick Investment Management Llc 4
Aviva Plc 4
Moore Capital Management, Lp 4
State Of Michigan Retirement System 4
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 4
Ronald Blue Trust, Inc. 4
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 4
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4
Fieldpoint Private Securities, LLC 4
Barrett Asset Management, LLC 4
Axq Capital, Lp 4
Bailard, Inc. 4
South Dakota Investment Council 4
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 4
Natixis Advisors, L.p. 4
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4
Capital World Investors 4
Quarry LP 4
MARSHALL WACE ASIA Ltd 4
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 4
Bridgeway Capital Management Inc 4
QS Investors, LLC 4
Zurich Insurance Group Ltd/FI 4
Westside Investment Management, Inc. 4
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 4
Sherbrooke Park Advisers Llc 4
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 4
Bogart Wealth, LLC 4
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 4
Janus Capital Management Llc 4
Clinton Group Inc 4
True Wealth Design, LLC 4
Cornercap Investment Counsel Inc 4
Point72 Middle East FZE 4
Compass Wealth Management LLC 4
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 4
Exane Derivatives 4
Amalgamated Financial Corp. 4
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 4
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 4
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 4
First New York Securities Llc /ny 4
Hodges Capital Management Inc. 4
NewSquare Capital LLC 4
Farmers & Merchants Investments Inc 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
Cnh Partners Llc 4
BRYN MAWR TRUST Co 4
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 4
Patriot Financial Group Insurance Agency, LLC 4
Belpointe Asset Management LLC 4
Great Lakes Advisors, Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 4
RHJ International SA 4
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 4
Financial Architects, Inc 4
Frontier Wealth Management LLC 4
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
Scout Investments, Inc. 4
Dynamic Technology Lab Pte Ltd 4
Caas Capital Management Lp 4
L & S Advisors Inc 4
ORG Partners LLC 4
Bb&t Securities, Llc 4
Commonwealth Equity Services, Inc 4
Tradeworx Inc. 4
Summit Global Investments 4
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 4
Cigna Investments Inc /new 4
Colonial Trust Advisors 4
Penserra Capital Management LLC 4
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 4
NN Investment Partners Holdings N.V. 4
Virginia Retirement Systems Et Al 4
Bridgewater Associates, LP 4
Tyers Asset Management LLC 4
IHT Wealth Management, LLC 4
Bowling Portfolio Management LLC 4
EAM Global Investors LLC 4
AE Wealth Management LLC 4
Wbi Investments, Inc. 4
Bedel Financial Consulting, Inc. 4
Quent Capital, LLC 4
Old Mission Capital Llc 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
Brevan Howard Capital Management LP 4
Caitlin John, LLC 4
Cupps Capital Management, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
SevenBridge Financial Group, LLC 4
Lighthouse Investment Partners, LLC 4
AMP Capital Investors Ltd 4
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
Howe & Rusling Inc 4
Dupont Capital Management Corp 4
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 4
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 4
Arosa Capital Management LP 4
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 4
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 4
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 4
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 4
Artisan Partners Limited Partnership 4
Johnson Financial Group, Inc. 4
First Allied Advisory Services, Inc. 4
Boston Private Wealth Llc 4
CenterStar Fund, LLC 4
Kornitzer Capital Management Inc /ks 4
Associated Banc-corp 4
SRS Capital Advisors, Inc. 4
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 4
Tompkins Financial Corp 4
Mfs Charter Income Trust 4
Aquatic Capital Management LLC 4
Mfs Intermediate High Income Fund 4
Perpetual Ltd 3
GHP Investment Advisors, Inc. 3
USA Financial Portformulas Corp 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 3
Trillium Asset Management, Llc 3
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 3
Payden & Rygel 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
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 3
Pinnacle Summer Investments, Inc. 3
Handelsbanken Fonder AB 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3
Forward Management, LLC 3
Curian Capital Llc 3
Essex Financial Services, Inc. 3
Cantab Capital Partners LLP 3
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 3
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 3
Ballentine Partners, LLC 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
Capital Growth Management Lp 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
IWM - iSHARES TRUST - iShares Russell 2000 ETF 3
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 3
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
Prudential Plc 3
Wall Street Associates 3
Catapult Capital Management Llc 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 3
City National Bank 3
Premier Fund Managers Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 3
Mariner Wealth Advisors-NYC, LLC 3
High Pointe Capital Management Llc 3
BlueCrest Capital Management LLP 3
Jaffetilchin Investment Partners, LLC 3
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 3
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 3
Grace Capital 3
Maverick Capital Ltd 3
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 3
Man Investments Ltd 3
Cable Hill Partners, LLC 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3
Societe Generale 3
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 3
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 3
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 3
Cascade Investment Advisors, Inc. 3
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
Investment Management Of Virginia Llc 3
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
Bellwether Investment Group, LLC 3
Bridgewater Advisors Inc. 3
Stux Capital Management, LLC 3
Elite Wealth Management, Inc. 3
Nikko Asset Management Americas, Inc. 3
Peregrine Capital Management Llc 3
Pittenger & Anderson Inc 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 3
Dorsey Wright & Associates 3
Jacobi Capital Management LLC 3
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 3
Corient Capital Partners, LLC 3
Xact Kapitalforvaltning AB 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 3
Glenview Capital Management, Llc 3
Simon Quick Advisors, Llc 3
Teton Westwood Funds 3
First Command Bank 3
First Command Financial Services, Inc. 3
Ci Investments Inc. 3
Rothschild Investment Corp /il 3
Boston Advisors Llc 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
PointState Capital LP 3
Stone House Investment Management, LLC 3
Gateway Investment Advisers Llc 3
Yorktown Management & Research Co Inc 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 3
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 3
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 3
Teza Capital Management LLC 3
Capital Investment Advisory Services, LLC 3
Mason Street Advisors, Llc 3
Greenwood Capital Associates Llc 3
Wellington Shields & Co., LLC 3
Cornerstone Advisors, Inc. 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
Harvest Fund Management Co., Ltd 3
Empowered Funds, LLC 3
Empirical Finance, LLC 3
Hartford Mutual Funds Inc/ct 3
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 3
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 3
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3
Lee Financial Co 3
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 3
Capital Management Associates /ny/ 3
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 3
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 3
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 3
Meritage Portfolio Management 3
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 3
Bridges Investment Management Inc 3
Glen Harbor Capital Management LLC 3
Meadow Creek Investment Management LLC 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
Intrinsic Edge Capital Management LLC 3
Delta Lloyd Nv 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 3
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 3
Advantage Investment Management, Llc 3
Veritable, L.P. 3
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 3
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 3
River & Mercantile Asset Management Llp 3
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 3
Omnia Family Wealth, LLC 3
Segment Wealth Management, LLC 3
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
Lido Advisors, LLC 3
D L Carlson Investment Group Inc 3
Atlantic Trust, LLC 3
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 3
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 3
Banco Bilbao Vizcaya Argentaria, S.a. 3
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 3
Vanguard Explorer Fund 3
Phoenix Holdings Ltd. 3
Pendal Group Ltd 3
Css Llc/il 3
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3
Capital Bank & Trust Co 3
Twin Capital Management Inc 3
RBF Capital, LLC 3
Donoghue Forlines LLC 3
Csenge Advisory Group 3
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 3
Natixis Investment Managers International 3
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 3
Landaas & Co /wi /adv 3
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 3
Cerebellum GP, LLC 3
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 3
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 3
IFG Advisory, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 3
Hilltop Holdings Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 3
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
Front Row Advisors LLC 3
Peconic Partners Llc 3
GLG Partners LP 3
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 3
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 3
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 3
Laffer Investments 3
Brave Asset Management Inc 3
Ingalls & Snyder Llc 3
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
Claymore Exchange-traded Fund Trust 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 3
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 3
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
Raymond James Trust N.a. 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 3
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 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
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 3
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 3
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 3
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 3
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 3
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 3
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 3
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 3
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 3
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 3
Rs Investment Management Co Llc 3
Blackrock Debt Strategies Fund, Inc. 3
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 3
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 3
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
Cushing Asset Management, Lp 3
HighVista Strategies LLC 3
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 3
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 3
Forum Funds 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 3
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 3
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 3
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 3
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 3
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 3
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 3
Cim Investment Mangement Inc 3
Profunds - Profund Vp Oil & Gas 3
Mycio Wealth Partners, Llc 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
Herndon Capital Management Llc 3
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
Columbia Partners L L C Investment Management 3
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 3
Mastrapasqua Asset Management Inc 3
Alambic Investment Management, L.P. 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 3
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
Park Avenue Securities Llc 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 3
Pictet Asset Management Sa 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 3
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 3
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 3
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 3
Waddell & Reed Financial Inc 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
Tygh Capital Management, Inc. 3
Financial Sense Advisors, Inc. 3
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 3
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 3
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 3
Savant Capital, LLC 3
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 3
Mather Group, Llc. 3
MUFG Securities EMEA plc 3
First Eagle Investment Management, LLC 3
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 3
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 3
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 3
Korea Investment CORP 3
BOK Financial Private Wealth, Inc. 3
Camarda Financial Advisors, LLC 3
Annex Advisory Services, LLC 3
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 3
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 3
Hudock, Inc. 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Shamrock Asset Management LLC 3
Estabrook Capital Management 3
Cypress Capital Management LLC (WY) 3
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 3
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 3
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 3
Platinum Investment Management Ltd 3
Scout Funds 3
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 3
Harbor Investment Advisory, Llc 3
Trust Co Of Vermont 3
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 3
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 3
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 3
Exchange Traded Concepts, Llc 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 3
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
PFFD - Global X Funds - Global X U.S. Preferred ETF 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 3
Daruma Capital Management Llc 3
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
Paradigm Asset Management Co Llc 3
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
Gilder Gagnon Howe & Co Llc 3
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 3
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 3
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 3
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 3
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 3
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 3
QCVAX - Clearwater Investment Trust - Clearwater International Fund 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
Tsfg, Llc 3
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 3
CenturyLink Investment Management Co 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 3
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 3
MBOVX - M FUND INC - M Large Cap Value Fund 3
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 3
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 3
Grace & White Inc /ny 3
BFOR - ALPS ETF Trust - Barron's 400 ETF 3
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 3
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 3
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 3
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 3
Integral Derivatives, LLC 3
Royce Micro-cap Trust, Inc /md/ 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 3
Stoneridge Investment Partners Llc 3
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 3
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 3
VCGAX - VALIC Co I - Growth & Income Fund 3
Oppenheimer Etf Trust 3
VCSMX - VALIC Co I - Small Cap Fund 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
American National Bank 3
Motco 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 3
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 3
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 3
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 3
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 3
B. Riley Financial, Inc. 3
Foundry Partners, LLC 3
Wealth Enhancement Advisory Services, Llc 3
Busey Wealth Management 3
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 3
Chevy Chase Trust Holdings, Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 3
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 3
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
Copeland Capital Management, LLC 3
Kingsview Wealth Management, LLC 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
Brookstone Capital Management 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 3
Advisory Alpha, LLC 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
Advent Claymore Convertible Securities & Income Fund 3
Webster Bank, N. A. 3
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 3
Parkwood LLC 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 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
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 3
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 3
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 3
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 3
Stonebridge Capital Advisors LLC 3
Illinois Municipal Retirement Fund 3
Country Trust Bank 3
Great Diamond Partners, LLC 3
Chartwell Investment Partners, Llc 3
Contravisory Investment Management, Inc. 3
Camden Capital, LLC 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
Key FInancial Inc 3
Barrow Hanley Mewhinney & Strauss Llc 3
Keebeck Alpha, LP 3
Pinz Capital Management, LP 3
Gierl Augustine Investment Management Inc 3
Clough Global Equity Fund 3
Madison Asset Management, LLC 3
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 3
Kathmere Capital Management, LLC 3
Americana Partners, LLC 3
Baystate Wealth Management LLC 3
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 3
Reinhart Partners, Inc. 3
Column Capital Advisors, LLC 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 3
Ethic Inc. 3
Carolinas Wealth Consulting Llc 3
Center for Financial Planning, Inc. 3
Lenox Wealth Advisors, LLC 3
Cinctive Capital Management LP 3
Meridian Wealth Partners, LLC 3
Wunderlich Securities, Inc. 3
Mirabella Financial Services Llp 3
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 3
CVA Family Office, LLC 3
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 3
Denali Advisors Llc 3
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 3
West Oak Capital, LLC 3
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 3
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 3
Smith Asset Management Group Lp 3
BI Asset Management Fondsmaeglerselskab A/S 3
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 3
Kistler-Tiffany Companies, LLC 3
Vanguard Morgan Growth Fund 3
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 3
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 3
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 3
Glg Inc. 3
Eudaimonia Partners, LLC 3
Symphony Financial, Ltd. Co. 3
Modera Wealth Management, LLC 3
Bank Julius Baer & Co. Ltd, Zurich 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
Spouting Rock Asset Management, LLC 3
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 3
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 3
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 3
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 3
Old National Bancorp /in/ 3
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 3
Claraphi Advisory Network, LLC 3
Voya Financial Advisors, Inc. 3
Sawtooth Solutions, LLC 3
Ontario Teachers Pension Plan Board 3
Mitsubishi UFJ Trust & Banking Corp 3
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 3
Trustcore Financial Services, Llc 3
Salem Investment Counselors Inc 3
Sigma Capital Management Llc 3
Community Bank, N.A. 3
Pinnacle Wealth Planning Services, Inc. 3
Jordan Park Group LLC 3
Poehling Capital Management, LLC 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
Icon Wealth Partners, LLC 3
Fiduciary Trust Co 3
Investors Research Corp 3
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 3
Manning & Napier Advisors Llc 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
Truewealth Llc 3
Merit Financial Group, LLC 3
BBT Capital Management, LLC 3
Perigon Wealth Management, LLC 3
M&g Investment Management Ltd 3
International Assets Investment Management, Llc 3
Financial Advocates Investment Management 3
Pfs Investments Inc. 3
Brasada Capital Management, Lp 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
Summit Trail Advisors, Llc 3
Avestar Capital, LLC 3
One Wealth Advisors, LLC 3
Moody Lynn & Lieberson, Llc 3
Private Capital Group, LLC 3
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 3
Gargoyle Investment Advisor L.L.C. 3
Centerpoint Advisors, LLC 3
Origin Asset Management LLP 3
Six Circles Trust - Six Circles Global Bond Fund 3
Harvest Group Wealth Management, Llc 3
Harris Associates L P 3
Atlas Capital Advisors Llc 3
Sanctuary Wealth Advisors, LLC 3
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 3
Ceredex Value Advisors LLC 3
First Horizon Corp 3
Knight Capital Group, Inc. 3
MCF Advisors LLC 3
Ironwood Financial, llc 3
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 3
Axiom Investment Management LLC 3
CX Institutional 3
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 3
Kestra Private Wealth Services, Llc 3
Hexagon Capital Partners LLC 3
Founders Financial Alliance, LLC 3
Westfield Capital Management Co Lp 3
Beacon Capital Management, Inc. 3
Fortis Group Advisors, LLC 3
Paces Ferry Wealth Advisors, Llc 3
Arrow Financial Corp 3
Canton Hathaway, LLC 3
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 3
Selective Wealth Management, Inc. 3
Valley National Advisers Inc 3
Montag A & Associates Inc 3
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 3
Westwood Holdings Group Inc 3
Accel Wealth Management 3
Nicholas Investment Partners, LP 3
Nachman Norwood & Parrott, Inc 3
Hemington Wealth Management 3
High Note Wealth, LLC 3
Ellevest, Inc. 3
Ellis Investment Partners, LLC 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
Maryland State Retirement & Pension System 3
Wiley Bros.-aintree Capital, Llc 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Ferguson Wellman Capital Management, Inc 3
Renasant Bank 3
Opal Wealth Advisors, LLC 3
Alphacrest Capital Management Llc 3
Community Capital Management, Inc. 3
Lebenthal Global Advisors, LLC 3
Vantage Consulting Group Inc 3
Arabesque Asset Management Ltd 3
Chicago Partners Investment Group LLC 3
Vontobel Holding Ltd. 3
Duality Advisers, Lp 3
Concord Wealth Partners 3
Picton Mahoney Asset Management 3
Zions Bancorporation, N.A. 3
Ghisallo Capital Management LLC 3
Magnus Financial Group LLC 3
Lucus Advisors Llc 3
Neo Ivy Capital Management 3
Bay Harbor Wealth Management, LLC 3
Frontier Capital Management Co Llc 3
Nishkama Capital, LLC 3
Capital One, National Association 3
Bogle Investment Management L P /de/ 3
Belvedere Trading LLC 3
O'Shares Investment Advisers, LLC 3
44 Wealth Management Llc 3
B. Metzler seel. Sohn & Co. Holding AG 3
Actinver Wealth Management, Inc. 3
SOA Wealth Advisors, LLC. 3
Ledyard National Bank 3
Salomon & Ludwin, LLC 3
Ascend Capital, Llc 3
Pennsylvania Trust Co 3
VisionPoint Advisory Group, LLC 3
Boyd Watterson Asset Management Llc/oh 3
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 3
Albion Financial Group /ut 3
Wealthbridge Capital Management, Llc 3
Aspire Private Capital, LLC 3
Koshinski Asset Management, Inc. 3
Qtron Investments LLC 3
Western Wealth Management, LLC 3
Optiver Holding B.V. 3
Quest Capital Management Inc /adv 3
Continuum Advisory, LLC 3
Hennion & Walsh Asset Management, Inc. 3
Covenant Partners, LLC 3
Saturna Capital CORP 3
Surevest, LLC 3
Livforsakringsbolaget Skandia, Omsesidigt 3
RMB Capital Management, LLC 3
Xponance, Inc. 3
Advisors Capital Management, LLC 3
Treasurer of the State of North Carolina 3
Counterpoint Mutual Funds LLC 3
Cowen Group, Inc. 3
Capital Guardian Trust Co 3
IMC-Chicago, LLC 3
Comerica Securities,inc. 3
Umb Bank N A/mo 3
WealthStone, Inc. 3
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 3
Newbridge Financial Services Group, Inc. 3
Crestline Management, LP 3
Benjamin Edwards Inc 3
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
HighPoint Advisor Group LLC 3
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 3
Bellecapital International Ltd. 3
I.g. Investment Management, Ltd. 3
Smith Group Asset Management, LLC 3
Studio Investment Management Llc 3
Analytic Investors, LLC 3
Arden Investment Series Trust 3
Wedge Capital Management L L P/nc 3
Alydar Partners Llc 3
Avion Wealth 3
Personal Cfo Solutions, Llc 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Migdal Insurance & Financial Holdings Ltd. 3
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
Guggenheim Active Allocation Fund 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
Capital Performance Advisors Llp 3
Yousif Capital Management, Llc 3
Sterne Agee Group, Inc. 3
FineMark National Bank & Trust 3
Steward Financial Group LLC 3
Bowen Hanes & Co Inc 3
Congress Wealth Management LLC / DE / 3
Harbor Capital Advisors, Inc. 3
1492 Capital Management LLC 3
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 3
Sfmg, Llc 3
Richard Bernstein Advisors LLC 3
Mraz, Amerine & Associates, Inc. 3
Cookson Peirce & Co Inc 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
CenterBook Partners LP 3
MQS Management LLC 3
Snowden Capital Advisors LLC 3
Highland Capital Management, Llc 3
Sandler Capital Management 3
Zeke Capital Advisors, Llc 3
Redmont Wealth Advisors Llc 3
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 3
Wilbanks Smith & Thomas Asset Management Llc 3
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 3
Strategic Global Advisors, LLC 3
Sequoia Financial Advisors, LLC 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Zebra Capital Management LLC 3
Zullo Investment Group, Inc. 3
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 3
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 3
Tyler-Stone Wealth Management 3
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
Aviance Capital Partners, LLC 3
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 3
Psagot Value Holdings Ltd. / (Israel) 3
NOBOX - Northern Funds - Northern Bond Index Fund 3
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 3
NSIDX - Northern Funds - Northern Small Cap Index Fund 3
Hoxton Financial, Inc. 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 3
Boston Private Bank & Trust Co 3
Caldwell & Orkin Inc 3
Mv Capital Management, Inc. 3
Vanguard Whitehall Funds 3
Brinker Capital Inc 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
Commerce Bank 3
Sanders Morris Harris Llc 3
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 3
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 3
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Hantz Financial Services, Inc. 3
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 3
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3
Advanced Series Trust - Ast Advanced Strategies Portfolio 3
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 3
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 3
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 3
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 3
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 3
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 3
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 3
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 3
Kings Point Capital Management 3
WealthPLAN Partners, LLC 3
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 3
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 3
Grove Bank & Trust 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
NJ State Employees Deferred Compensation Plan 3
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 3
Boston Trust Walden Corp 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 3
Cortina Asset Management, LLC 3
RFP Financial Group LLC 3
Sheaff Brock Investment Advisors, LLC 3
Redwood Wealth Management Group, LLC 3
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 3
Deprince Race & Zollo Inc 3
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3
Qsemble Capital Management, LP 3
SYSTM Wealth Solutions LLC 3
Asset Dedication, LLC 3
Moran Wealth Management, LLC 3
Granite Investment Partners, LLC 3
ISAM Funds (UK) Ltd 3
Inceptionr Llc 3
Greenland Capital Management LP 3
LGT Financial Advisors LLC 3
Cornerstone Planning Group LLC 3
Freedom Wealth Alliance, Llc 3
CI Private Wealth, LLC 3
SECOR Capital Advisors, LP 3
Dreman Value Management, L L C 3
Coppell Advisory Solutions Corp. 3
Old Second National Bank Of Aurora 3
Nomura Asset Management Co Ltd 3
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 3
DKRB - Series Portfolios Trust - Subversive Decarbonization ETF 3
Raab & Moskowitz Asset Management LLC 3
Earnest Partners Llc 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
V-Square Quantitative Management LLC 3
SeaBridge Investment Advisors LLC 3
SpiderRock Trading LLC 3
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 3
Nebula Research & Development LLC 3
Li Winifred I 3
SWAN Capital LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
Teton Advisors, Inc. 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
Washington Trust Bank 3
Gts Securities Llc 3
Madden Advisory Services, Inc. 3
UniSuper Management Pty Ltd 3
Gideon Capital Advisors, Inc. 3
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 3
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 3
Cape Investment Advisory, Inc. 3
Yahoo Inc 3
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 3
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 3
Spring Creek Capital Llc 3
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 3
Envestnet Portfolio Solutions, Inc. 3
Qrg Capital Management, Inc. 3
Investment Counselors Of Maryland Llc 3
Pictet Asset Management Holding SA 3
Davidson Kempner Capital Management Lp 3
Wesbanco Bank Inc 3
Turner Investments, L.p. 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
West Paces Advisors Inc. 3
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
Anchor Investment Management, LLC 3
Valued Wealth Advisors LLC 3
Bruce G. Allen Investments, LLC 3
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 3
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 3
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 3
General Motors Investment Management Corp 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 3
Roosevelt Investment Group Llc 3
Wetzel Investment Advisors, Inc. 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
Mckinley Capital Management Llc /delaware 3
DiNuzzo Private Wealth, Inc. 3
Bare Financial Services, Inc 3
Quest Partners LLC 3
Skopos Labs, Inc. 3
Smartleaf Asset Management LLC 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
Richardson Capital Management LLC 3
Rafferty Asset Management, LLC 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 3
New Age Alpha Advisors, LLC 3
BTG Pactual Global Asset Management Ltd 3
Scientech Research LLC 3
Granite Point Capital Management, L.P. 3
Hennessy Advisors Inc 3
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 3
Colony Group, LLC 3
Torno Capital, Llc 3
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3
nVerses Capital, LLC 3
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 3
Optimum Investment Advisors 3
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
Advisors Preferred, LLC 3
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 3
Monarch Partners Asset Management LLC 3
Kapitalo Investimentos Ltda 3
Capital Asset Advisory Services LLC 3
Azzad Asset Management Inc /adv 3
American Capital Advisory, LLC 3
Concurrent Investment Advisors, LLC 3
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 3
Ashton Thomas Private Wealth, LLC 3
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 3
Cornerstone Wealth Management, LLC 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 3
Mazama Capital Management Inc 3
Jag Capital Management, Llc 3
Swedbank AB 3
Gen-Wealth Partners Inc 3
Dynamic Capital Management Ltd 3
Point72 (DIFC) Ltd 3
Global Financial Private Client, LLC 3
Calvert Investment Management, Inc. 3
Fort, L.p. 3
Washington Capital Management Inc 3
Sirios Capital Management L P 3
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 3
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 3
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 3
Td Private Client Wealth Llc 3
Cromwell Holdings LLC 3
Element Capital Management Llc 3
Hawk Ridge Capital Management Lp 3
Interval Partners, LP 3
Kestra Investment Management, LLC 3
Zions Bancorporation 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3
Principia Wealth Advisory, LLC 3
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 3
Aster Capital Management (DIFC) Ltd 3
Sit Investment Associates Inc 3
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
361 Capital Llc 3
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 3
Monetary Management Group Inc 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 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
Tlp Group Llc 3
Sii Investments Inc/wi 3
Retirement Wealth Solutions LLC 3
R Squared Ltd 3
Atwood & Palmer Inc 3
Edgestream Partners, L.P. 3
Wcm Investment Management, Llc 3
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
North Star Investment Management Corp. 3
Whipplewood Advisors, LLC 3
Hughes Financial Services, LLC 3
Lombard Odier Asset Management (Switzerland) SA 3
Lombard Odier Asset Management (Europe) Ltd 3
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3
CSat Investment Advisory, L.P. 3
Allstate Corp 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 3
Baker Ellis Asset Management LLC 3
WealthTrak Capital Management LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
Northwest Investment Counselors, Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 3
Farringdon Capital, Ltd. 3
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 3
Electron Capital Partners, LLC 3
Banque Transatlantique SA 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
Ameriflex Group, Inc. 3
BKD Wealth Advisors, LLC 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
Tradewinds Capital Management, LLC 3
Harvey Partners, LLC 3
New Mexico Educational Retirement Board 3
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 3
Burnham Asset Management Corp /ny/ 3
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
Westpac Banking Corp 3
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 3
Suffolk Capital Management Llc 3
Smallcap World Fund Inc 3
PENN SERIES FUNDS INC - Small Cap Index Fund 3
WPG Advisers, LLC 3
Private Wealth Asset Management, LLC 3
SummitTX Capital, L.P. 3
HFM Investment Advisors, LLC 3
People's United Financial, Inc. 3
Scotia Capital Inc. 3
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 3
Capula Management Ltd 3
Hermes Investment Management Ltd 3
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 3
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 3
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 3
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 3
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 3
Cannell Peter B & Co Inc 3
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
Perella Weinberg Partners Capital Management LP 3
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 3
Allegis Investment Advisors, LLC 3
Deere & Co 3
Advance Capital I Inc 3
Congress Asset Management Co /ma 3
Gamco Investors, Inc. Et Al 3