Malt Beverages - 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 42
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 40
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 40
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 40
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 39
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 38
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 38
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 37
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 37
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 36
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 36
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 34
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 32
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 31
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 31
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 31
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 29
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 28
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 28
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 28
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 27
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 27
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 26
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 25
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 25
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 25
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 24
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 24
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 24
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 24
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 23
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 23
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 23
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 23
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 23
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 22
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 22
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 22
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 22
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 22
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 22
MASTER BOND LLC - Master Total Return Portfolio 22
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 22
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 21
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 21
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 21
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 21
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 21
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 21
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 21
NOBOX - Northern Funds - Northern Bond Index Fund 21
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 21
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 20
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 20
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 20
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 20
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 20
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 19
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 19
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 19
BRACX - Blackrock Allocation Target Shares - Bats Series C 19
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 19
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 19
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 18
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 18
Six Circles Trust - Six Circles Global Bond Fund 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 18
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 18
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 18
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 18
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 17
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 17
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 17
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 17
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 17
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 17
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 17
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 17
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 17
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 17
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 17
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 17
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 17
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 17
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 17
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 16
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 16
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 16
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 16
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 16
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 16
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 16
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 16
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 16
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 16
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 16
FundVantage Trust - Verplanck Balanced Fund 16
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 16
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 16
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 16
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 16
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 16
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 16
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 16
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 16
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 15
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 15
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 15
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 15
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 15
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 15
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 15
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 15
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 15
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 15
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 15
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 15
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 15
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 15
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 15
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 15
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 14
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 14
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 14
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 14
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 14
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 14
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 14
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 14
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 14
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 14
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 14
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 14
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 13
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 13
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 13
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 13
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 13
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 13
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 13
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 13
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 13
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 13
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 13
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 13
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 13
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 13
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 13
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 13
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 13
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 13
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 13
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 13
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 13
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 13
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 13
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 13
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 13
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 13
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 13
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 13
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 13
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 13
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 13
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 13
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 13
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 13
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 13
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 12
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 12
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 12
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 12
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 12
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 12
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 12
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 12
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 12
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 12
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 12
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 12
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 12
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 12
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 12
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 12
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 12
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 12
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 12
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 12
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 12
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 12
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 11
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 11
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 11
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 11
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 11
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 11
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 11
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 11
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 11
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 11
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 11
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 11
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 11
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 11
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 11
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 11
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 11
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 11
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 11
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 11
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 11
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 11
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 11
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 11
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 11
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 11
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 11
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 11
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 10
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 10
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 10
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 10
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 10
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 10
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 10
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 10
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 10
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 10
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 10
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 10
TRANSAMERICA FUNDS - Transamerica Core Bond I2 10
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 10
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 10
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 10
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 10
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 10
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 10
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 10
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 10
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 10
Principal Funds Inc 10
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 10
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 10
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 10
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 10
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 10
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 10
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 10
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 10
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 10
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 10
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 10
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 10
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 10
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 10
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 10
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 10
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 10
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 10
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 10
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 10
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 9
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 9
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 9
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 9
Parametric Portfolio Associates Llc 9
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 9
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 9
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 9
State Farm Mutual Fund Trust 9
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 9
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 9
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 9
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 9
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 9
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 9
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 9
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 9
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 9
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 9
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 9
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 9
MBOVX - M FUND INC - M Large Cap Value Fund 9
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 9
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 9
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 9
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 9
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 9
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 9
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 9
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 9
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 9
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 9
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 9
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 9
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 9
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 9
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 9
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 9
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 9
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 9
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 9
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 9
JNL SERIES TRUST - JNL Bond Index Fund (I) 9
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 9
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 9
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 9
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 9
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 9
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 9
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 9
State Farm Variable Product Trust 9
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 9
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 9
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 9
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 9
QCVAX - Clearwater Investment Trust - Clearwater International Fund 9
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 9
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 9
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 9
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 9
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 8
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 8
California Public Employees Retirement System 8
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 8
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 8
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 8
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 8
Royal Bank Of Canada 8
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 8
Citadel Advisors Llc 8
Campbell Multi-strategy Trust 8
Advisor Group Holdings, Inc. 8
State Street Corp 8
Glenmede Trust Co Na 8
Jpmorgan Chase & Co 8
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 8
Wells Fargo & Company/mn 8
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 8
Geode Capital Management, Llc 8
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 8
Bank Of America Corp /de/ 8
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 8
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 8
PENN SERIES FUNDS INC - International Equity Fund 8
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 8
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 8
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 8
Morgan Stanley 8
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 8
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 8
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 8
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 8
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 8
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 8
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 8
New York State Common Retirement Fund 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 8
Mfs Charter Income Trust 8
Citigroup Inc 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 8
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 8
Blair William & Co/il 8
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 8
AdvisorShares Investments LLC 8
Tower Research Capital LLC (TRC) 8
Simplex Trading, Llc 8
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 8
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 8
Susquehanna International Group, Llp 8
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 8
Captrust Financial Advisors 8
Invesco Ltd. 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 8
Dimensional Fund Advisors Lp 8
Northern Trust Corp 8
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 8
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 8
Proequities, Inc. 8
Deutsche Bank Ag\ 8
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 8
Goldman Sachs Group Inc 8
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 8
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 8
SG Americas Securities, LLC 8
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 8
BlackRock, Inc. 8
Advanced Series Trust - Ast Advanced Strategies Portfolio 8
Russell Investments Group, Ltd. 8
Barclays Plc 8
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 8
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 8
Pnc Financial Services Group, Inc. 8
Credit Suisse Ag/ 8
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 8
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 8
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 8
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 8
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 8
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
Advisory Services Network, LLC 8
UBS Group AG 8
Quantbot Technologies LP 8
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 8
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 8
American International Group, Inc. 8
Rhumbline Advisers 8
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 8
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 7
Calamos Global Dynamic Income Fund 7
Vantagepoint Funds 7
Renaissance Technologies Llc 7
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 7
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 7
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 7
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 7
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 7
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 7
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 7
College Retirement Equities Fund 7
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 7
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 7
Cwm, Llc 7
VCAAX - VALIC Co I - Asset Allocation Fund 7
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 7
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 7
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 7
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 7
Kcg Holdings, Inc. 7
Quadrant Capital Group Llc 7
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 7
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 7
NOSGX - Northern Funds - Northern Small Cap Value Fund 7
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 7
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 7
First Horizon Advisors, Inc. 7
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 7
Cubist Systematic Strategies, LLC 7
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 7
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 7
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 7
Meeder Asset Management Inc 7
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 7
IFP Advisors, Inc 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 7
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 7
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 7
Allianz Asset Management GmbH 7
Walleye Trading LLC 7
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 7
First Republic Investment Management, Inc. 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 7
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 7
Raymond James & Associates 7
Qube Research & Technologies Ltd 7
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 7
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 7
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 7
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 7
Group One Trading, L.p. 7
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 7
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 7
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 7
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 7
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 7
Ladenburg Thalmann Financial Services Inc 7
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 7
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7
New World Fund Inc 7
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 7
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 7
Ameritas Investment Corp 7
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 7
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 7
Mfs Multimarket Income Trust 7
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 7
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 7
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 7
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 7
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 7
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 7
Alliancebernstein L.p. 7
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 7
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 7
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 7
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 7
Aqr Capital Management Llc 7
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 7
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 7
Patriot Financial Group Insurance Agency, LLC 7
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 7
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 7
Manufacturers Life Insurance Company, The 7
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 7
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 7
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 7
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 7
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 7
Vanguard Group Inc 7
LPL Financial LLC 7
Private Advisor Group, LLC 7
Global X Funds 7
Verition Fund Management LLC 7
Sonora Investment Management, LLC 7
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 7
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 7
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 7
Fmr Llc 7
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 7
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 7
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 7
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 7
VDAFX - VALIC Co I - Dynamic Allocation Fund 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 7
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 7
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 7
Legal & General Group Plc 7
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 7
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 7
American Funds Insurance Series 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 7
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 7
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 7
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 7
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 7
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 7
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 7
Charles Schwab Investment Management Inc 7
Bank Of Montreal /can/ 7
Oppenheimer Etf Trust 7
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 7
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 7
Gsa Capital Partners Llp 7
Millennium Management Llc 7
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 7
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 7
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 7
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 7
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 7
Two Sigma Investments, Lp 7
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 7
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 7
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 7
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 7
Delaware Enhanced Global Dividend & Income Fund 7
Jane Street Group, Llc 7
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 7
Aperio Group, LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 6
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 6
Jnl Series Trust - Jnl/mellon International Index Fund (a) 6
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 6
Penserra Capital Management LLC 6
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 6
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 6
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 6
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 6
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 6
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 6
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 6
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 6
Toth Financial Advisory Corp 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 6
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 6
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 6
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 6
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 6
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 6
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 6
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 6
Guggenheim Capital Llc 6
Schonfeld Strategic Advisors LLC 6
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 6
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 6
World Asset Management Inc 6
Virtu Financial LLC 6
Ameriprise Financial Inc 6
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 6
GIMFX - GMO TRUST - GMO Implementation Fund 6
Vanguard Whitehall Funds 6
URTH - iShares, Inc. - iShares MSCI World ETF 6
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 6
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 6
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 6
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 6
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 6
Pnc Funds 6
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 6
Hsbc Holdings Plc 6
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 6
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 6
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 6
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 6
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 6
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 6
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 6
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 6
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 6
Us Bancorp \de\ 6
Bnp Paribas Arbitrage, Sa 6
Signaturefd, Llc 6
Arrowstreet Capital, Limited Partnership 6
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 6
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 6
Ameritas Investment Partners, Inc. 6
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 6
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 6
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 6
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 6
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 6
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 6
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 6
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 6
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 6
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 6
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 6
Cutler Group LP 6
Cetera Advisor Networks LLC 6
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 6
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 6
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 6
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 6
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
Macquarie Group Ltd 6
Engineers Gate Manager LP 6
Nuveen Asset Management, LLC 6
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 6
MBEQX - M FUND INC - M International Equity Fund 6
Stifel Financial Corp 6
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 6
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 6
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
Thrivent Financial For Lutherans 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
International Assets Investment Management, Llc 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
Hrt Financial Lp 6
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 6
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 6
A.R.T. Advisors, LLC 6
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 6
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 6
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 6
NEXT Financial Group, Inc 6
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 6
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 6
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 6
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 6
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 6
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 6
Federated Hermes, Inc. 6
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 6
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 6
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 6
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 6
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 6
Global Retirement Partners, LLC 6
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 6
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 6
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 6
Prudential Financial Inc 6
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 6
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 6
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 6
Cambridge Investment Research Advisors, Inc. 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
Parallel Advisors, LLC 6
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 6
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 6
BlueCrest Capital Management Ltd 6
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 6
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 6
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 6
Advisor Group, Inc. 6
Wolverine Trading, Llc 6
Prelude Capital Management, Llc 6
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 6
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 6
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 6
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 6
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 6
Marshall Wace, Llp 6
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 6
Bank of New York Mellon Corp 6
Bessemer Group Inc 6
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 6
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 6
Squarepoint Ops LLC 6
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 6
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 6
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
HighTower Advisors, LLC 6
Old Mission Capital Llc 6
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 6
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 6
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 6
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 6
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 6
American Portfolios Advisors 6
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 6
Jefferies Group LLC 6
PDT Partners, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 6
ExodusPoint Capital Management, LP 6
Panagora Asset Management Inc 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 6
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 6
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 6
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 6
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 6
DAACX - Adviser Managed Trust - Diversified Equity Fund 6
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 6
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 6
PENN SERIES FUNDS INC - Developed International Index Fund 6
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 6
Ubs Ag 6
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 6
Creative Planning 6
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 6
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 6
Point72 Hong Kong Ltd 6
Lindbrook Capital, Llc 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 6
Prospera Financial Services Inc 6
Forum Funds 6
Victory Capital Management Inc 6
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 6
Man Group plc 6
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 6
D. E. Shaw & Co., Inc. 6
Principal Financial Group Inc 6
Federation des caisses Desjardins du Quebec 6
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 6
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 6
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 6
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 6
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 6
Two Sigma Advisers, Lp 5
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 5
Europacific Growth Fund 5
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 5
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 5
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 5
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 5
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 5
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 5
American Century Companies Inc 5
Northern Trust Co Of Connecticut 5
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 5
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 5
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 5
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 5
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 5
OMERS ADMINISTRATION Corp 5
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 5
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 5
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 5
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 5
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 5
ProShare Advisors LLC 5
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 5
DELAWARE VIP TRUST - Delaware VIP International Series Standard 5
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 5
Envestnet Asset Management Inc 5
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 5
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
Price T Rowe Associates Inc /md/ 5
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 5
Orion Portfolio Solutions, LLC 5
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 5
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 5
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 5
FORA Capital, LLC 5
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 5
American Independence Funds Trust 5
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 5
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 5
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 5
VGLSX - VALIC Co I - Global Strategy Fund 5
Gabelli Equity Series Funds Inc 5
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 5
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 5
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 5
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 5
Savant Capital, LLC 5
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 5
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 5
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 5
Cca Investments Trust 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 5
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 5
GLBY - WisdomTree Trust - WisdomTree Yield Enhanced Global Aggregate Bond Fund N/A 5
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 5
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 5
BlackRock Advisors LLC 5
FNY Managed Accounts LLC 5
Axa S.a. 5
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 5
Bank Of Nova Scotia 5
State Board Of Administration Of Florida Retirement System 5
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 5
Dynamic Technology Lab Private Ltd 5
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 5
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 5
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 5
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 5
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 5
Skandinaviska Enskilda Banken AB (publ) 5
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 5
Freestone Capital Holdings, LLC 5
Parallax Volatility Advisers, L.P. 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 5
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 5
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 5
Trexquant Investment LP 5
Cambria Investment Management, L.P. 5
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 5
Nisa Investment Advisors, Llc 5
Massmutual Trust Co Fsb/adv 5
HAP Trading, LLC 5
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
PEAK6 Investments, L.P. 5
Emerald Acquisition Ltd. 5
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 5
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 5
Capital Fund Management S.a. 5
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 5
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 5
Wolverine Asset Management Llc 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
Diversified Trust Co 5
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 5
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 5
FNY Partners Fund LP 5
WASHINGTON TRUST Co 5
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 5
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 5
Allworth Financial LP 5
ClariVest Asset Management LLC 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 5
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5
National Planning Corp 5
Thompson Davis & Co., Inc. 5
Nomura Holdings Inc 5
Tiaa-cref Funds 5
Driehaus Capital Management Llc 5
Norges Bank 5
Independent Advisor Alliance 5
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
GAMMA Investing LLC 5
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 5
Candriam Luxembourg S.C.A. 5
BlackRock Institutional Trust Company, N.A. 5
Morningstar Investment Services LLC 5
Russell Frank Co/ 5
Two Sigma Securities, Llc 5
TD Waterhouse Canada Inc. 5
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 5
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 5
Gamco Investors, Inc. Et Al 5
Vident Investment Advisory, LLC 5
Sowell Financial Services LLC 5
New Perspective Fund 5
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 5
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 5
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 5
Marshall Wace North America L.P. 5
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 5
Synovus Financial Corp 5
Fieldpoint Private Securities, LLC 5
Fred Alger Management, Llc 5
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 5
Boston Advisors Llc 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 5
Sei Investments Co 5
Putnam Investments Llc 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 5
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 5
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 5
LS Investment Advisors, LLC 5
Ubs Asset Management Americas Inc 5
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 5
BDO Wealth Advisors, LLC 5
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
Cornerstone Planning Group LLC 5
IWV - iSHARES TRUST - iShares Russell 3000 ETF 5
DekaBank Deutsche Girozentrale 5
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 5
Mackenzie Financial Corp 5
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 5
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 5
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 5
Valeo Financial Advisors, LLC 5
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 5
Steward Partners Investment Advisory, Llc 5
CenterStar Fund, LLC 5
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 5
Howe & Rusling Inc 5
Schroder Investment Management Group 5
Evoke Wealth, Llc 5
Parametric Market Neutral Portfolio 5
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 5
BlackRock Fund Advisors 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 5
Oxford Asset Management Llp 5
Curian Series Trust 5
SHEH - Precidian ETFs Trust - Shell plc ADRhedged 5
Front Row Advisors LLC 5
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 5
Pacer Advisors, Inc. 5
Winton Capital Group Ltd 5
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 5
Susquehanna Fundamental Investments, Llc 5
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 5
Financial Architects, Inc 5
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 5
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 5
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 5
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 5
Golden State Wealth Management, LLC 5
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 5
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 5
Patriot Investment Management Inc. 5
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 5
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 5
Mercer Global Advisors Inc /adv 5
Grantham, Mayo, Van Otterloo & Co. LLC 5
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 5
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 5
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 5
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 5
Aquatic Capital Management LLC 5
First Trust Advisors Lp 5
Raymond James Financial Services Advisors, Inc. 5
EverSource Wealth Advisors, LLC 5
Cresset Asset Management, LLC 5
Weld Capital Management Llc 5
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 5
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 5
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 5
National Bank Of Canada /fi/ 5
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 5
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 5
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 5
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 5
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 5
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 5
Campbell & CO Investment Adviser LLC 5
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 5
Thrivent Core Funds - Thrivent Core International Equity Fund 5
Allspring Global Investments Holdings, LLC 5
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 5
Regions Financial Corp 5
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 5
Comerica Bank 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
Ellington Management Group Llc 5
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 5
Paloma Partners Management Co 5
Money Concepts Capital Corp 5
PEAK6 Investments LLC 5
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 5
Truvestments Capital Llc 5
Td Asset Management Usa Funds Inc. 5
Acadian Asset Management Llc 5
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 5
FNY Investment Advisers, LLC 5
Sofos Investments, Inc. 5
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 5
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 5
Strategic Wealth Partners, Ltd. 5
Public Employees Retirement System Of Ohio 5
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 5
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 5
MetLife Investment Management, LLC 5
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
Paces Ferry Wealth Advisors, Llc 5
Northwestern Mutual Wealth Management Co 5
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 5
Berman Capital Advisors, LLC 5
Jump Financial, LLC 5
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 5
Kestra Advisory Services, LLC 5
Eaton Vance Management 5
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 5
Larson Financial Group LLC 5
Symons Capital Management Inc 5
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 5
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5
Paradigm Asset Management Co Llc 5
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 5
First Manhattan Co 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 5
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 5
Natixis 5
Neuberger Berman Group LLC 5
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 5
Commonwealth Equity Services, Llc 5
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 5
Hexavest Inc. 5
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 5
Centiva Capital, LP 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 5
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
Ab Pooling Portfolios 5
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 5
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 5
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 5
Thompson Siegel & Walmsley Llc 5
California State Teachers Retirement System 5
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 5
Optimum Investment Advisors 5
Dupont Capital Management Corp 5
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 5
GAM Holding AG 5
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 5
M&t Bank Corp 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 4
Macroview Investment Management Llc 4
IMC-Chicago, LLC 4
Prestige Wealth Management Group LLC 4
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 4
Seacrest Wealth Management, Llc 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
Hanseatic Management Services Inc 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 4
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 4
Brandes Investment Partners, Lp 4
Franklin Templeton ETF Trust - Western Asset Bond ETF 4
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 4
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 4
Metropolitan Life Insurance Co/ny 4
Huntington National Bank 4
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 4
Teachers Retirement System Of The State Of Kentucky 4
Dorsey Wright & Associates 4
Anchor Investment Management, LLC 4
Moors & Cabot, Inc. 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
NMIEX - Northern Funds - Active M International Equity Fund 4
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 4
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 4
Trust Co Of Vermont 4
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 4
Mackay Shields Llc 4
NSIDX - Northern Funds - Northern Small Cap Index Fund 4
Van Hulzen Asset Management, LLC 4
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 4
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 4
Qtron Investments LLC 4
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 4
Mitsubishi UFJ Trust & Banking Corp 4
Snowden Capital Advisors LLC 4
United Services Automobile Association 4
MQS Management LLC 4
CoreCap Advisors, LLC 4
Sawtooth Solutions, LLC 4
Algert Global Llc 4
Coatue Management Llc 4
Principal Securities, Inc. 4
Toroso Investments, LLC 4
Hussman Strategic Advisors, Inc. 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
Skopos Labs, Inc. 4
Smartleaf Asset Management LLC 4
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 4
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 4
Old National Bancorp /in/ 4
AMP Capital Investors Ltd 4
Bartlett & Co. Wealth Management Llc 4
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 4
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 4
Yousif Capital Management, Llc 4
SRS Capital Advisors, Inc. 4
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 4
Quantinno Capital Management LP 4
Alera Investment Advisors, LLC 4
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 4
Hartford Mutual Funds Inc/ct 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
J. Goldman & Co LP 4
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4
EntryPoint Capital, LLC 4
First Mercantile Trust Co 4
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 4
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 4
Colony Group, LLC 4
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 4
Main Street Group, LTD 4
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 4
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
Ancora Advisors, LLC 4
Ground Swell Capital, LLC 4
Scout Investments, Inc. 4
C M Bidwell & Associates Ltd 4
Cerity Partners LLC 4
EAM Investors, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
BNP Paribas Asset Management Holding S.A. 4
AlphaMark Advisors, LLC 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
Chilton Investment Co Llc 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 4
Americafirst Capital Management, Llc 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Kayne Anderson Rudnick Investment Management Llc 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
Janney Montgomery Scott LLC 4
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 4
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 4
JJJ Advisors Inc. 4
Jones Financial Companies Lllp 4
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 4
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 4
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 4
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
Ruffer LLP 4
O'shaughnessy Asset Management, Llc 4
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
Advanced Series Trust - Ast International Growth Portfolio 4
Hartland & Co., LLC 4
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 4
Enterprise Financial Services Corp 4
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A 4
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 4
BlackRock ESG Capital Allocation Trust 4
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 4
Bell Investment Advisors, Inc 4
Great Lakes Advisors, Llc 4
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 4
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 4
Blueshift Asset Management, LLC 4
Catalyst Capital Advisors LLC 4
Umb Bank N A/mo 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Profunds - Profund Vp Ultrasmall-cap 4
KBC Group NV 4
Glassman Wealth Services 4
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 4
Wunderlich Securities, Inc. 4
Tocqueville Asset Management L.p. 4
Korea Investment CORP 4
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 4
BBVA USA Bancshares, Inc. 4
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 4
Capstone Investment Advisors, Llc 4
Profunds - Profund Vp Small-cap 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 4
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
Employees Retirement System of Texas 4
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 4
Voya Investment Management Llc 4
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 4
Vantage Investment Advisors, LLC 4
Td Private Client Wealth Llc 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 4
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4
Navellier & Associates Inc 4
Ballentine Partners, LLC 4
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4
Gierl Augustine Investment Management Inc 4
Boothbay Fund Management, Llc 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 4
Sunbelt Securities, Inc. 4
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 4
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
Brinker Capital Investments, LLC 4
CIBC Private Wealth Group, LLC 4
Ellevest, Inc. 4
Western Asset Global Corporate Defined Opportunity Fund Inc. 4
Carroll Financial Associates, Inc. 4
Laurion Capital Management LP 4
Bartlett & Co. LLC 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 4
Mirabella Financial Services Llp 4
Point72 Asset Management, L.P. 4
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 4
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 4
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 4
Silvercrest Asset Management Group Llc 4
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 4
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 4
Sculptor Capital LP 4
Scotia Capital Inc. 4
SBI Securities Co., Ltd. 4
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 4
Sargent Bickham Lagudis LLC 4
Moneta Group Investment Advisors Llc 4
Walleye Capital LLC 4
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 4
Raymond James Financial Inc 4
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 4
Geneos Wealth Management Inc. 4
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 4
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 4
Lord, Abbett & Co. Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 4
Proficio Capital Partners LLC 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4
Clear Street Markets Llc 4
XTX Topco Ltd 4
Guardian Wealth Advisors, LLC 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
Quantitative Systematic Strategies LLC 4
Voloridge Investment Management, Llc 4
Mariner, LLC 4
Reilly Financial Advisors, Llc 4
Transce3nd, LLC 4
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
Cetera Advisors LLC 4
BlackRock Investment Management, LLC 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 4
Alpine Global Management, LLC 4
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 4
MetLife Securities, Inc 4
Nationwide Fund Advisors 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 4
Nicholas Investment Partners, LP 4
Hbk Investments L P 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 4
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
Sage Private Wealth Group, Llc 4
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4
Credit Agricole S A 4
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 4
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
Brookstone Capital Management 4
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 4
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 4
Jane Street Holding, LLC 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
Atria Investments Llc 4
Twin Tree Management, LP 4
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 4
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 4
Caxton Associates Lp 4
Balyasny Asset Management Llc 4
Chevy Chase Trust Holdings, Inc. 4
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
Rockefeller Capital Management L.P. 4
FineMark National Bank & Trust 4
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
GW&K Investment Management, LLC 4
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 4
River Road Asset Management, LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
Fifth Third Bancorp 4
Y-Intercept (Hong Kong) Ltd 4
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 4
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 4
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 4
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 4
Water Island Capital Llc 4
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 4
Wipfli Financial Advisors Llc, 4
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 4
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 4
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 4
Private Capital Group, LLC 4
Financial Management Professionals, Inc. 4
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 4
Sigma Planning Corp 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 4
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 4
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 4
Stevens Capital Management Lp 4
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 4
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 4
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 4
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 4
Coldstream Capital Management Inc 4
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 4
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 4
Waratah Capital Advisors Ltd. 4
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 4
Airain ltd 4
Greenleaf Trust 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 4
Financial Advocates Investment Management 4
Calamos Global Total Return Fund 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 4
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 4
Cetera Investment Advisers 4
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio 4
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
Great West Life Assurance Co /can/ 4
Gabelli Funds Llc 4
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares 4
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 4
Zurcher Kantonalbank (Zurich Cantonalbank) 4
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 4
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
Convergence Investment Partners, LLC 4
Caption Management, LLC 4
Ergoteles LLC 4
Los Angeles Capital Management Llc 4
Amundi Pioneer Asset Management Inc 4
Bogle Investment Management L P /de/ 4
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 4
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 4
M Holdings Securities, Inc. 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
Sterling Capital Management LLC 4
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 4
TCI Wealth Advisors, Inc. 4
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 4
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 4
MML Series Investment Fund II - MML Blend Fund Initial Class 4
Pictet Asset Management Ltd 4
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 4
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 4
Shelton Capital Management 4
South Dakota Investment Council 4
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 4
QCM Cayman, Ltd. 4
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4
Hm Payson & Co 4
Pacific Global Investment Management Co 4
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Assetmark, Inc 4
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 4
Merit Financial Group, LLC 4
Spot Trading L.L.C 4
Delpha Capital Management, Llc 4
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 4
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 4
FDx Advisors, Inc. 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
BRASX - Blackrock Allocation Target Shares - Bats Series S 4
Rsm Us Wealth Management Llc 4
Shell Asset Management Co 4
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 4
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 4
Aevitas Wealth Management, Inc. 4
Investors Research Corp 4
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 4
Financial Gravity Companies, Inc. 4
Kingsview Wealth Management, LLC 4
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 4
Knight Capital Group, Inc. 4
MAI Capital Management 4
Timber Hill LLC 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 4
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 4
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 4
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 4
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 4
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
APG Asset Management N.V. 4
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 4
Mutual Advisors, LLC 4
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 4
Caisse De Depot Et Placement Du Quebec 4
John Hancock Hedged Equity & Income Fund 4
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
Parkside Financial Bank & Trust 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 4
SRTTX - SMA RELATIONSHIP TRUST - Series T 4
Quantum Capital Management 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
VCSBX - VALIC Co II - Strategic Bond Fund 4
Rockbridge Investment Management, LCC 4
Centaurus Financial, Inc. 4
RBB FUND, INC. - Aquarius International Fund 4
VCCBX - VALIC Co II - Core Bond Fund 4
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 4
Strs Ohio 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
JNBA Financial Advisors 4
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 4
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 4
Pendal Group Ltd 4
Hudson Bay Capital Management LP 4
Cornerstone Advisors, Inc. 4
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 4
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 4
Headlands Technologies LLC 4
Strategic Investment Solutions, Inc. /IL 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
Systematic Financial Management Lp 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 4
Capital Bank & Trust Co 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 4
Franklin Resources Inc 4
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 4
LMR Partners LLP 4
IWM - iSHARES TRUST - iShares Russell 2000 ETF 4
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 4
Jfs Wealth Advisors, Llc 4
Nine Chapters Capital Management LLC 4
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 4
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 4
SOUTH STATE Corp 4
State Of Wisconsin Investment Board 4
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 4
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 4
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 4
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF 4
Colonial Trust Co / SC 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 4
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares 4
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 4
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 4
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 4
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4
Stone Ridge Asset Management LLC 4
Belpointe Asset Management LLC 4
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 4
SLPIX - Profunds - Small-cap Profund Investor Class 4
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 4
Bluefin Trading, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 4
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 4
Tudor Investment Corp Et Al 4
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 4
BlackRock Group LTD 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 4
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 4
Mirae Asset Global Investments Co., Ltd. 4
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 4
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 4
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 4
Toronto Dominion Bank 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
Ronald Blue Trust, Inc. 4
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 4
Amalgamated Bank 4
D.a. Davidson & Co. 4
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 4
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 4
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 4
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 4
Aigen Investment Management, Lp 4
Ieq Capital, Llc 4
Tcw Strategic Income Fund Inc 4
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 4
Tcwp Llc 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
Lazard Asset Management Llc 4
Covington Capital Management 4
Hutchin Hill Capital, LP 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 4
Nordea Investment Management Ab 4
PENN SERIES FUNDS INC - Small Cap Index Fund 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
1832 Asset Management L.P. 4
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 4
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class 4
Advisors Asset Management, Inc. 4
Flagship Harbor Advisors, Llc 4
BAD - Listed Funds Trust - B.A.D. ETF 4
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 4
GeoWealth Management, LLC 4
Karp Capital Management Corp 4
Washington Trust Bank 4
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 4
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 4
Weaver Consulting Group 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 4
Tiaa Cref Investment Management Llc 4
Bb&t Securities, Llc 4
Rehmann Capital Advisory Group 4
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 4
ACG Wealth 4
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 4
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 4
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 4
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 4
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 4
Canada Pension Plan Investment Board 4
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 4
Bayesian Capital Management, LP 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
Landscape Capital Management, L.l.c. 4
VCSLX - VALIC Co I - Small Cap Index Fund 4
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 4
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 4
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 4
Janus Henderson Group Plc 4
Stratos Wealth Partners, LTD. 4
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 4
Teachers Advisors, Llc 4
Acrospire Investment Management LLC 4
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 4
Farther Finance Advisors, LLC 4
VCIEX - VALIC Co I - International Equities Index Fund 4
Perigon Wealth Management, LLC 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
Venture Visionary Partners LLC 4
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 4
Connor, Clark & Lunn Investment Management Ltd. 4
Baird Financial Group, Inc. 4
NumerixS Investment Technologies Inc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 4
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 4
Cape Investment Advisory, Inc. 4
Advantage Investment Management, Llc 4
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 4
Wellington Management Group Llp 4
Winfield Associates, Inc. 3
Gemmer Asset Management LLC 3
Natixis Advisors, L.p. 3
Hitchwood Capital Management LP 3
Farmers & Merchants Investments Inc 3
Adage Capital Partners Gp, L.l.c. 3
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 3
Peapack Gladstone Financial Corp 3
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 3
Maplelane Capital, Llc 3
Moon Capital Management Lp 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 3
Earnest Partners Llc 3
Jacobs Levy Equity Management, Inc 3
Nomura Asset Management Co Ltd 3
Brandywine Global Investment Management, LLC 3
Clearbridge, Llc 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
Signet Financial Management, Llc 3
Eqis Capital Management, Inc. 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 3
Petrus Trust Company, LTA 3
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 3
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
Quinn Opportunity Partners LLC 3
Edgestream Partners, L.P. 3
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 3
Ruggie Capital Group 3
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 3
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
Griffin Asset Management, Inc. 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 3
Gotham Asset Management, LLC 3
Qci Asset Management Inc/ny 3
Rocky Mountain Advisers, Llc 3
SA FUNDS INVESTMENT TRUST - SA International Value Fund 3
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3
Strategy Asset Managers Llc 3
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 3
Regentatlantic Capital Llc 3
Venturi Wealth Management, LLC 3
Itau Unibanco Holding S.A. 3
Virtus Investment Advisers, Inc. 3
Ajo, Lp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 3
Mml Investors Services, Llc 3
Associated Banc-corp 3
New Mexico Educational Retirement Board 3
Suffolk Capital Management Llc 3
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 3
People's United Financial, Inc. 3
Cornerstone Capital Management Holdings Llc. 3
CapWealth Advisors, LLC 3
Garde Capital, Inc. 3
Institutional & Family Asset Management, Llc 3
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 3
Calvert Investment Management, Inc. 3
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 3
Rational Advisors Llc 3
USA Financial Portformulas Corp 3
DRW Securities, LLC 3
Ing Groep Nv 3
Icon Advisers Inc/co 3
Banco BTG Pactual S.A. 3
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 3
Jag Capital Management, Llc 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
Texas Yale Capital Corp. 3
North Star Investment Management Corp. 3
Northwest Investment Counselors, Llc 3
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
Quadrature Capital Ltd 3
BNP Paribas Investment Partners S.A. 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
Wealthspire Advisors, L.P. 3
VTL Associates, LLC 3
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Staples Central Fund 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
City National Bank 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Lombard Odier Asset Management (USA) Corp 3
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 3
Placemark Investments, Inc. 3
Northern Oak Wealth Management Inc 3
Tradewinds Capital Management, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 3
Aviva Plc 3
Gary Goldberg Planning Services Inc 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
Hallmark Capital Management Inc 3
Highbridge Capital Management Llc 3
Global X Management CO LLC 3
Antonetti Capital Management LLC 3
Sei Trust Co 3
Perpetual Ltd 3
GHP Investment Advisors, Inc. 3
Cable Hill Partners, LLC 3
Societe Generale 3
Alerus Financial Na 3
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 3
Harbour Capital Advisors, LLC 3
Horan Capital Management 3
Piedmont Investment Advisors Llc 3
Quad Capital Management Advisors LLC 3
Bridgewater Associates, LP 3
Elite Wealth Management, Inc. 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
Commonwealth Equity Services, Inc 3
Well Done, LLC 3
Jacobi Capital Management LLC 3
Corient Capital Partners, LLC 3
Etf Managers Group, Llc 3
Point View Wealth Management, Inc. 3
Simon Quick Advisors, Llc 3
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 3
Hl Financial Services Llc 3
Chiron Investment Management, LLC 3
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 3
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 3
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 3
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 3
JT Stratford LLC 3
Avantax Planning Partners, Inc. 3
Independent Portfolio Consultants, Inc. 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Teza Capital Management LLC 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
Jaffetilchin Investment Partners, LLC 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
Vanguard World Fund 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
Naples Global Advisors, Llc 3
OHIO NATIONAL FUND INC - ON Bond Portfolio 3
Maverick Capital Ltd 3
Armistice Capital, Llc 3
Excalibur Management Corp 3
Empowered Funds, LLC 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
United Capital Financial Advisers, Llc 3
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 3
Endurance Wealth Management, Inc. 3
Artisan Partners Limited Partnership 3
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 3
AE Wealth Management LLC 3
IHT Wealth Management, LLC 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
MUFG Americas Holdings Corp 3
R&F Capital Advisors LP 3
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 3
Ritholtz Wealth Management 3
Pittenger & Anderson Inc 3
Omnia Family Wealth, LLC 3
Regal Investment Advisors LLC 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
SpiderRock Advisors, LLC 3
Winslow, Evans & Crocker, Inc. 3
Westside Investment Management, Inc. 3
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 3
Tortoise Investment Management, LLC 3
Achmea Investment Management B.V. 3
Cibc World Markets Corp 3
Lido Advisors, LLC 3
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 3
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 3
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
Yorktown Management & Research Co Inc 3
Atlantic Trust, LLC 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 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
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 3
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 3
CIBC World Markets Inc. 3
Dfa Investment Trust Co - The Emerging Markets Series 3
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 3
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 3
Banco Bilbao Vizcaya Argentaria, S.a. 3
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 3
Spot Trading L.l.c. 3
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 3
Plante Moran Financial Advisors, LLC 3
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 3
Summit X, LLC 3
Garner Asset Management Corp 3
Ci Investments Inc. 3
Bogart Wealth, LLC 3
Crossmark Global Holdings, Inc. 3
Csenge Advisory Group 3
Legacy Advisors, LLC 3
XR Securities LLC 3
Teacher Retirement System Of Texas 3
Ballew Advisors, Inc 3
Lighthouse Investment Partners, LLC 3
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 3
Kingdon Capital Management, L.l.c. 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
Vanguard Index Funds 3
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 3
Ubs Oconnor Llc 3
Whittier Trust Co 3
Invesco Bond Fund 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 3
Vigilant Capital Management, LLC 3
River & Mercantile Asset Management Llp 3
Claymore Exchange-traded Fund Trust 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
Oppenheimer Funds Inc 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 3
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 3
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 3
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 3
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 3
Alyeska Investment Group, L.P. 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 3
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
Usaa Etf Trust 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 3
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 3
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 3
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 3
Keybank National Association/oh 3
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 3
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 3
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 3
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
Bridgeway Capital Management Inc 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 3
William Blair Investment Management, Llc 3
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 3
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
DAINX - Dunham Funds - Dunham International Stock Fund Class A 3
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 3
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 3
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
Gabelli Equity Trust Inc 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 3
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
RidgeWorth Capital Management LLC 3
Mason Street Advisors, Llc 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 3
Oppenheimer Variable Account Funds 3
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 3
D L Carlson Investment Group Inc 3
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 3
Amundi 3
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
Vanguard Horizon Funds 3
Commonwealth Bank Of Australia 3
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 3
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 3
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 3
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 3
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
Pathstone Family Office, Llc 3
PineBridge Investments, L.P. 3
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 3
Graham Capital Management, L.P. 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 3
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 3
Harbor Investment Advisory, Llc 3
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 3
Scopus Asset Management, L.p. 3
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 3
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 3
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 3
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
Dodge & Cox 3
Brown Advisory Inc 3
J.w. Cole Advisors, Inc. 3
Magnetar Financial LLC 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 3
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 3
Western Asset Premier Bond Fund 3
Calamos Advisors LLC 3
Western Asset Income Fund 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
Blackrock Enhanced International Dividend Trust 3
Mycio Wealth Partners, Llc 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 3
Herndon Capital Management Llc 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
Alberta Investment Management Corp 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
Columbia Partners L L C Investment Management 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 3
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 3
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 3
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 3
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 3
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 3
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 3
EWG Elevate Inc. 3
Alambic Investment Management, L.P. 3
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
Commerzbank Aktiengesellschaft /fi 3
Eagle Asset Management Inc 3
ABASX - AB TRUST - AB Discovery Value Fund Class A 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
Becker Capital Management Inc 3
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 3
Oppenheimer & Co Inc 3
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 3
Rockefeller Financial Services Inc 3
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
John Hancock Income Securities Trust 3
Red Door Wealth Management, LLC 3
Oppenheimer Quest For Value Funds 3
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 3
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 3
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 3
Mather Group, Llc. 3
Leelyn Smith, LLC 3
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 3
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 3
First Eagle Investment Management, LLC 3
Greylin Investment Mangement Inc 3
Alhambra Investment Partners LLC 3
Wetherby Asset Management Inc 3
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 3
Douglass Winthrop Advisors, LLC 3
Public Employees Retirement Association Of Colorado 3
Healthcare Of Ontario Pension Plan Trust Fund 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
Vestcor Inc 3
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 3
Numeric Investors Llc 3
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 3
EPG Wealth Management LLC 3
Clough Global Dividend & Income Fund 3
Ethic Inc. 3
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 3
Carolinas Wealth Consulting Llc 3
Granite Investment Advisors, LLC 3
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 3
Cinctive Capital Management LP 3
CVA Family Office, LLC 3
Bmc Fund Inc 3
FIINX - DELAWARE GROUP EQUITY FUNDS IV - Delaware International Fund Class A 3
Total Clarity Wealth Management, Inc. 3
Carlson Capital L P 3
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
Baltimore-Washington Financial Advisors, Inc. 3
Winton Diversified Opportunities Fund 3
Oxbow Advisors, LLC 3
Flossbach Von Storch Ag 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 3
Capital International Investors 3
AMG National Trust Bank 3
Eudaimonia Partners, LLC 3
Cypress Capital Management LLC (WY) 3
Royal Fund Management, LLC 3
Symphony Financial, Ltd. Co. 3
JustInvest LLC 3
Robeco Institutional Asset Management B.V. 3
Disciplined Investments, LLC 3
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
GFS Advisors, LLC 3
Oregon Public Employees Retirement Fund 3
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF 3
Eaton Vance Ltd Duration Income Fund 3
Waddell & Reed Financial Inc 3
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 3
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 3
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 3
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 3
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 3
Insight Select Income Fund 3
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 3
Highstreet Asset Management Inc. 3
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 3
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
Quantitative Investment Management, LLC 3
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 3
TOKE - Cambria ETF Trust - Cambria Cannabis ETF 3
Tarbox Family Office, Inc. 3
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 3
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A 3
Cullen/frost Bankers, Inc. 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
CenterStar Asset Management, LLC 3
Trilogy Capital Inc. 3
Squar Milner Financial Services Llc 3
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 3
Trustcore Financial Services, Llc 3
Crewe Advisors LLC 3
Cumberland Partners Ltd 3
Suntrust Banks Inc 3
First Quadrant L P/ca 3
Pinnacle Wealth Planning Services, Inc. 3
Sumitomo Mitsui Trust Holdings, Inc. 3
Poehling Capital Management, LLC 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
Truewealth Llc 3
Kiley Juergens Wealth Management, Llc 3
Tennessee Valley Asset Management Partners 3
1st Global Advisors, Inc. 3
Integral Derivatives, LLC 3
Kestra Private Wealth Services, Llc 3
Hexagon Capital Partners LLC 3
York Capital Management Global Advisors, LLC 3
Holocene Advisors, LP 3
Cordant, Inc. 3
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 3
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 3
Municipal Employees' Retirement System of Michigan 3
BlackRock Capital Allocation Trust 3
New York State Teachers Retirement System 3
Smithfield Trust Co 3
Beutel, Goodman & Co Ltd. 3
Banco de Sabadell, S.A 3
Summit Trail Advisors, Llc 3
Avestar Capital, LLC 3
Diametric Capital, LP 3
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 3
We Are One Seven, LLC 3
CNB Bank 3
Certified Advisory Corp 3
AdvisorNet Financial, Inc 3
Addison Advisors LLC 3
Marino, Stram & Associates Llc 3
Aaron Wealth Advisors LLC 3
GPS Wealth Strategies Group, LLC 3
McIlrath & Eck, LLC 3
Golden State Equity Partners 3
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 3
Harvest Group Wealth Management, Llc 3
Dynamic Advisor Solutions LLC 3
Atlas Capital Advisors Llc 3
Versant Capital Management, Inc 3
Wealth Enhancement Advisory Services, Llc 3
Delta Asset Management Llc/tn 3
Vantage Consulting Group Inc 3
DAVENPORT & Co LLC 3
Tompkins Financial Corp 3
Claybrook Capital, LLC 3
Silvant Capital Management LLC 3
Bridgefront Capital, LLC 3
Dymon Asia Capital (singapore) Pte. Ltd. 3
Vontobel Holding Ltd. 3
Concord Wealth Partners 3
Sittner & Nelson, Llc 3
Massachusetts Financial Services Co /ma/ 3
Exos Asset Management LLC 3
Weiss Strategic Interval Fund 3
Mount Yale Investment Advisors, LLC 3
Retirement Group, LLC 3
First Financial Corp /in/ 3
AFOEX - Advisors' Inner Circle Fund III - Aperture International Equity Fund Class X Shares 3
Capstone Asset Management Co 3
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 3
B. Metzler seel. Sohn & Co. Holding AG 3
SOA Wealth Advisors, LLC. 3
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 3
Fox Run Management, L.l.c. 3
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 3
First Hawaiian Bank 3
Daiwa Securities Group Inc. 3
Spire Wealth Management 3
Harbour Investments, Inc. 3
Kavar Capital Partners, LLC 3
AIA Group Ltd 3
Public Sector Pension Investment Board 3
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 3
Sierra Capital LLC 3
NB Crossroads Private Markets Access Fund LLC 3
Contravisory Investment Management, Inc. 3
Benjamin F. Edwards & Company, Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 3
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 3
Dakota Wealth Management 3
Whitnell & Co. 3
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
Cordatus Wealth Management LLC 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
Princeton Alpha Management LP 3
Advisor Resource Council 3
Enlightenment Research, LLC 3
Wiley Bros.-aintree Capital, Llc 3
Cary Street Partner Investment Advisory Llc 3
Newbridge Financial Services Group, Inc. 3
Activest Wealth Management 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
Old North State Trust, LLC 3
Chartwell Investment Partners, Llc 3
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 3
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 3
Trust Department Mb Financial Bank N A 3
Patton Albertson Miller Group, Llc 3
Hilton Capital Management, LLC 3
FinTrust Capital Advisors, LLC 3
Alphacrest Capital Management Llc 3
Hollencrest Capital Management 3
Riverview Trust Co 3
Formidable Asset Management, LLC 3
Apollon Wealth Management, LLC 3
Fulton Bank, N.a. 3
Zions Bancorporation, N.A. 3
Oak Thistle LLC 3
Baker Avenue Asset Management, LP 3
Bay Harbor Wealth Management, LLC 3
Seeyond 3
Schubert & Co 3
Ostrum Asset Management 3
Capital Performance Advisors Llp 3
Global Wealth Management Investment Advisory, Inc. 3
Kynikos Associates LP 3
Atom Investors LP 3
Arizona State Retirement System 3
Steward Financial Group LLC 3
Ameritas Advisory Services, LLC 3
Moody National Bank Trust Division 3
State of Wyoming 3
Retirement Planning Co of New England, Inc. 3
Cassady Schiller Wealth Management, LLC 3
Bruderman Asset Management, LLC 3
Callodine Capital Management, LP 3
VisionPoint Advisory Group, LLC 3
First Citizens Bank & Trust Co 3
Covestor Ltd 3
Scoggin Management Lp 3
Claro Advisors LLC 3
SJS Investment Consulting Inc. 3
Balentine LLC 3
Operose Advisors LLC 3
CastleKnight Management LP 3
Tuscan Ridge Asset Management Llc 3
Hartford Series Fund Inc 3
Garrett Wealth Advisory Group, LLC 3
Liberty Wealth Management Llc 3
Salem Investment Counselors Inc 3
Leuthold Group, Llc 3
Rise Advisors, LLC 3
HighTower Trust Services, LTA 3
Comerica Securities,inc. 3
Next Financial Holdings 3
City State Bank 3
American Trust 3
Cadence Capital Management Llc 3
Benjamin Edwards Inc 3
Pentwater Capital Management LP 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
Weiss Multi-Strategy Advisers LLC 3
CAPROCK Group, Inc. 3
My Personal CFO, LLC 3
Amalgamated Financial Corp. 3
Atria Wealth Solutions, Inc. 3
Beacon Capital Management, LLC 3
Arden Investment Series Trust 3
Beaird Harris Wealth Management, LLC 3
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 3
Vise Technologies, Inc. 3
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 3
Hantz Financial Services, Inc. 3
Avion Wealth 3
Sandy Spring Bank 3
Tevis Investment Management 3
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 3
Schwarz Dygos Wheeler Investment Advisors Llc 3
UMA Financial Services, Inc. 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
Banque Pictet & Cie Sa 3
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 3
Schechter Investment Advisors, LLC 3
Citizens Business Bank 3
MCF Advisors LLC 3
Armstrong Advisory Group, Inc 3
American National Insurance Co /tx/ 3
Stephens Consulting, LLC 3
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 3
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 3
NINE MASTS CAPITAL Ltd 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 3
SYSTM Wealth Solutions LLC 3
Axq Capital, Lp 3
Exencial Wealth Advisors, Llc 3
Checchi Capital Advisers, LLC 3
Quarry LP 3
Valley National Advisers Inc 3
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
CI Private Wealth, LLC 3
True Wealth Design, LLC 3
Community Bank, N.A. 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 3
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 3
Truist Financial Corp 3
Manning & Napier Advisors Llc 3
Tucker Asset Management Llc 3
Stephens Inc /ar/ 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
Ninety One UK Ltd 3
Td Asset Management Inc 3
iA Global Asset Management Inc. 3
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 3
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 3
Picton Mahoney Asset Management 3
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 3
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 3
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 3
Nbc Securities, Inc. 3
Syon Capital Llc 3
Sutton Wealth Advisors Inc. 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
Envestnet Portfolio Solutions, Inc. 3
Qrg Capital Management, Inc. 3
Vident Advisory, LLC 3
Pictet Asset Management Holding SA 3
Savoir Faire Capital Management, L.P. 3
Usa Mutuals Advisors, Inc. 3
Gradient Investments LLC 3
Bruce G. Allen Investments, LLC 3
Fortitude Family Office, LLC 3
Twin Peaks Wealth Advisors, LLC 3
Baillie Gifford & Co 3
NOCBX - Northern Funds - Northern Core Bond Fund 3
NOFIX - Northern Funds - Northern Fixed Income Fund 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
Ibex Investors LLC 3
Clarkston Capital Partners, LLC 3
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 3
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class 3
Wealthcare Capital Management Llc 3
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 3
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 3
Groupama Asset Managment 3
James Investment Research Inc 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
Richardson Financial Services Inc. 3
Cowen Group, Inc. 3
Usca Ria Llc 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
Capital Guardian Trust Co 3
Financial Synergies Wealth Advisors, Inc. 3
Ashton Thomas Private Wealth, LLC 3
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 3
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 3
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 3
Hilltop National Bank 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
Kelly Financial Services LLC 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 3
WR Wealth Planners, LLC 3
Abound Wealth Management 3
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 3
Northwest & Ethical Investments L.P. 3
Oakworth Capital, Inc. 3
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3
Capital Advisors, Ltd. LLC 3
Sanctuary Advisors, LLC 3
Visium Asset Management, LP 3
PACIFIC SELECT FUND - Core Income Portfolio Class I 3
HighPoint Advisor Group LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
Highline Wealth Partners Llc 3
Catalyst Funds Management Pty Ltd 3
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3
Wealthfront Inc 3
GWM Advisors LLC 3
Manikay Partners, LLC 3
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
Fairfield, Bush & Co. 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
Jain Global LLC 3
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 3
Millstone Evans Group, LLC 3
denkapparat Operations GmbH 3
Westwood Holdings Group Inc 3
Rossby Financial, LCC 3
Caitong International Asset Management Co., Ltd 3
Freestone Grove Partners LP 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
Vermillion Wealth Management, Inc. 3
REAP Financial Group, LLC 3
Liberty Mutual Group Asset Management Inc. 3
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
National Asset Management, Inc. 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
Seven Eight Capital, Lp 3
WPG Advisers, LLC 3
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 3
Jump Trading, LLC 3
potrero capital research llc 3
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 3
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 3
Thomas White International Ltd 3
Credential Qtrade Securities Inc. 3
Royal London Asset Management Ltd 3
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 3
Highland Capital Management, Llc 3
Apriem Advisors 3
Warren Averett Asset Management, LLC 3
Tuttle Tactical Management LLC 3
New York Life Investment Management Llc 3
Sequoia Financial Advisors, LLC 3
Kornitzer Capital Management Inc /ks 3
Fernwood Investment Management, LLC 3
Guardian Capital Lp 3
Folger Hill Asset Management LP 3
Wedge Capital Management L L P/nc 3
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 3
Hartford Investment Management Co 3
Epoch Investment Partners, Inc. 3
USS Investment Management Ltd 3
Ironwood Investment Counsel, LLC 3
Boston Private Bank & Trust Co 3
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 3
Private Trust Co Na 3
RMB Capital Management, LLC 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 3
Mv Capital Management, Inc. 3
Brinker Capital Inc 3
Managed Account Advisors Llc 3
Harel Insurance Investments & Financial Services Ltd. 3
Colony Group Llc 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
Agf Investments Inc. 3
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity 3
Moore Capital Management, Lp 3
Janney Capital Management LLC 3
Analytic Investors, LLC 3
WealthPLAN Partners, LLC 3
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3
Oppenheimer Asset Management Inc. 3
CENTRAL TRUST Co 3
Atlantic Union Bankshares Corp 3
Reynolds Capital Management Llc 3
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 3
Grove Bank & Trust 3
Doliver Advisors, Lp 3
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
Pacific Grove Capital LP 3
Profund Advisors Llc 3
Asset Dedication, LLC 3
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 3
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 3
Renaissance Group Llc 3
Clearbridge Investments, LLC 3
Psagot Investment House Ltd. 3
Zeke Capital Advisors, Llc 3
GV Financial Advisors 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 3
Gerber Kawasaki Wealth & Investment Management 3
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 3
Delaware Vip Trust - Delaware Vip International Value Equity Series Standard Class 3
Apertura Capital, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 3
SpiderRock Trading LLC 3
Horizon Investments, LLC 3
Tradeworx Inc. 3
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 3
Sandler Capital Management 3
Wilbanks Smith & Thomas Asset Management Llc 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 3
NN Investment Partners Holdings N.V. 3
CIBC Asset Management Inc 3
Asset Management One Co., Ltd. 3
Martingale Asset Management L P 3
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 3
Brown Brothers Harriman & Co 3
Davidson Kempner Capital Management Lp 3
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 3
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 3
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 3
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 3
Bangor Savings Bank 3
Hancock Whitney Corp 3
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 3
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 3
Evercore Wealth Management, LLC 3
Jarislowsky, Fraser Ltd 3
Bokf, Na 3
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 3
Cooper Creek Partners Management Llc 3
Mckinley Capital Management Llc /delaware 3
Marathon Trading Investment Management LLC 3
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 3
Chilton Capital Management Llc 3
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 3
Rafferty Asset Management, LLC 3
San Francisco Sentry Investment Group (ca) 3
BTG Pactual Global Asset Management Ltd 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 3
First Allied Advisory Services, Inc. 3
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 3
Heritage Wealth Advisors 3
Commerce Bank 3
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 3
Capital Asset Advisory Services LLC 3
Tcw Group Inc 3
Invictus RG 3