Natural Gas Transmission and Distribution - 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
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 39
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 39
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 36
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 36
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 36
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 35
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 35
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 35
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 34
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 32
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 31
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 30
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 30
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 30
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 29
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 27
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 27
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 26
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 25
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 23
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 23
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 22
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 22
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 21
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 21
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 19
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 19
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 19
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 18
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 18
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 18
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 18
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 18
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 18
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 18
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 18
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 18
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 18
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 17
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 17
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 17
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 17
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 17
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 17
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 17
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 17
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 16
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 16
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 16
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 16
Six Circles Trust - Six Circles Global Bond Fund 16
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 16
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 16
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 16
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 16
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 16
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 16
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 15
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 15
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 15
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 15
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 15
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 15
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 15
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 15
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 15
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 15
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 15
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 14
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 14
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 14
Parametric Portfolio Associates Llc 14
Ameriprise Financial Inc 14
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 14
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 14
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 14
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 14
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 14
Quadrant Capital Group Llc 14
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 14
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 14
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 14
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 14
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 14
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 14
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 13
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 13
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 13
UBS Group AG 13
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 13
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 13
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 13
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 13
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 13
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 13
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 13
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 13
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 13
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 13
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 13
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 13
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 13
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 13
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 13
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 13
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 12
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 12
Goldman Sachs Group Inc 12
IFP Advisors, Inc 12
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 12
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 12
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 12
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 12
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 12
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 12
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 12
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 12
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 12
Pnc Financial Services Group, Inc. 12
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 12
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 12
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 12
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 12
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 12
Pacer Advisors, Inc. 12
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 12
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 12
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 12
Citadel Advisors Llc 12
Susquehanna International Group, Llp 11
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 11
Bnp Paribas Arbitrage, Sa 11
Rhumbline Advisers 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 11
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 11
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 11
Citigroup Inc 11
State Street Corp 11
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 11
Bank Of Montreal /can/ 11
Jpmorgan Chase & Co 11
California Public Employees Retirement System 11
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 11
American International Group, Inc. 11
First Horizon Advisors, Inc. 11
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 11
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 11
Tower Research Capital LLC (TRC) 11
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 11
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 11
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 11
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 11
Millennium Management Llc 11
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 11
Manufacturers Life Insurance Company, The 11
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 11
Northern Trust Corp 11
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 11
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 11
Creative Planning 11
Wells Fargo & Company/mn 11
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 11
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 11
Royal Bank Of Canada 11
Barclays Plc 11
Bank Of America Corp /de/ 11
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 11
Morgan Stanley 11
Bessemer Group Inc 11
Invesco Ltd. 11
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 11
Renaissance Technologies Llc 11
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 11
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 11
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 11
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 11
Deutsche Bank Ag\ 11
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 11
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 11
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 11
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 11
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 10
Gabelli Funds Llc 10
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 10
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 10
Russell Investments Group, Ltd. 10
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 10
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 10
Ameritas Investment Partners, Inc. 10
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 10
SG Americas Securities, LLC 10
Acadian Asset Management Llc 10
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF 10
Gsa Capital Partners Llp 10
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 10
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 10
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 10
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 10
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 10
Oregon Public Employees Retirement Fund 10
Captrust Financial Advisors 10
Alliancebernstein L.p. 10
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 10
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 10
LPL Financial LLC 10
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 10
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 10
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 10
QCVAX - Clearwater Investment Trust - Clearwater International Fund 10
Principal Funds Inc 10
Cwm, Llc 10
Us Bancorp \de\ 10
Fifth Third Bancorp 10
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 10
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 10
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 10
BlackRock, Inc. 10
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 10
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 10
Nuveen Asset Management, LLC 10
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 10
Blair William & Co/il 10
PENN SERIES FUNDS INC - Developed International Index Fund 10
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 10
Credit Suisse Ag/ 10
Bank of New York Mellon Corp 10
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 10
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 10
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 10
Advisory Services Network, LLC 10
Geode Capital Management, Llc 10
Northwestern Mutual Wealth Management Co 10
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 10
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 10
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 10
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 10
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 10
Charles Schwab Investment Management Inc 9
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 9
Victory Capital Management Inc 9
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 9
Simplex Trading, Llc 9
Jane Street Group, Llc 9
Signaturefd, Llc 9
Dimensional Fund Advisors Lp 9
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 9
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 9
California State Teachers Retirement System 9
HighTower Advisors, LLC 9
Vanguard Group Inc 9
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 9
Meeder Asset Management Inc 9
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 9
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 9
Sei Investments Co 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 9
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 9
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 9
New York State Common Retirement Fund 9
Neuberger Berman Group LLC 9
Massmutual Trust Co Fsb/adv 9
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 9
Ubs Ag 9
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 9
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 9
First Trust Advisors Lp 9
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 9
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 9
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 9
PIMCO Energy & Tactical Credit Opportunities Fund 9
Virtu Financial LLC 9
Prelude Capital Management, Llc 9
Huntington National Bank 9
Amalgamated Bank 9
Wolverine Trading, Llc 9
Legal & General Group Plc 9
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 9
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 9
Fmr Llc 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 9
First Manhattan Co 9
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 9
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 9
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 9
Walleye Trading LLC 9
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 9
Group One Trading, L.p. 9
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 9
Ladenburg Thalmann Financial Services Inc 9
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 9
Glenmede Trust Co Na 9
College Retirement Equities Fund 9
Advanced Series Trust - Ast Advanced Strategies Portfolio 9
Raymond James Financial Services Advisors, Inc. 9
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 9
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 9
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 9
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 9
Panagora Asset Management Inc 9
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 9
Parallax Volatility Advisers, L.P. 9
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 9
CIBC Private Wealth Group, LLC 9
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 9
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 9
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 9
Steward Partners Investment Advisory, Llc 9
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 9
Clear Street Markets Llc 9
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 9
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 9
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 8
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 8
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8
Van Eck Associates Corp 8
Td Asset Management Inc 8
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 8
Gamco Investors, Inc. Et Al 8
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 8
Metropolitan Life Insurance Co/ny 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 8
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 8
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 8
Stifel Financial Corp 8
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 8
GAMMA Investing LLC 8
Allworth Financial LP 8
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 8
Cnh Partners Llc 8
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 8
Janney Montgomery Scott LLC 8
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 8
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 8
BlackRock Advisors LLC 8
Thrivent Financial For Lutherans 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 8
Magnetar Financial LLC 8
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 8
ProShare Advisors LLC 8
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 8
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 8
MetLife Securities, Inc 8
NOSGX - Northern Funds - Northern Small Cap Value Fund 8
Cutter & CO Brokerage, Inc. 8
Parkside Financial Bank & Trust 8
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 8
Envestnet Asset Management Inc 8
Jones Financial Companies Lllp 8
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 8
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 8
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 8
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 8
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 8
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 8
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 8
D.a. Davidson & Co. 8
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 8
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 8
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A 8
Tiaa-cref Funds 8
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 8
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 8
Parallel Advisors, LLC 8
Proequities, Inc. 8
Marshall Wace, Llp 8
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 8
Cetera Advisor Networks LLC 8
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 8
M&t Bank Corp 8
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 8
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 8
Price T Rowe Associates Inc /md/ 8
Clear Harbor Asset Management, LLC 8
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 8
TCI Wealth Advisors, Inc. 8
Alps Advisors Inc 8
Two Sigma Advisers, Lp 8
Jennison Associates Llc 8
Guggenheim Capital Llc 8
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 8
Invesco Bond Fund 8
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 8
Cohen & Steers, Inc. 8
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 8
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 8
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 8
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 8
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 8
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 8
Squarepoint Ops LLC 8
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 8
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 8
GWM Advisors LLC 8
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 8
Qci Asset Management Inc/ny 8
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 8
Hennessy Advisors Inc 8
Tiaa Cref Investment Management Llc 8
Teachers Advisors, Llc 8
Hsbc Holdings Plc 8
Two Sigma Investments, Lp 8
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 8
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 8
Los Angeles Capital Management Llc 8
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 8
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 8
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 8
Hrt Financial Lp 8
Kcg Holdings, Inc. 8
Balyasny Asset Management Llc 8
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 8
MUFG Americas Holdings Corp 8
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 8
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 8
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 8
Gabelli Utility Trust 8
Cutler Group LP 8
Martingale Asset Management L P 8
Gradient Investments LLC 8
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 8
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 8
Comerica Bank 8
Toronto Dominion Bank 8
Truist Financial Corp 8
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 8
BRACX - Blackrock Allocation Target Shares - Bats Series C 8
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 8
Acrospire Investment Management LLC 8
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 8
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 8
Nisa Investment Advisors, Llc 8
Ancora Advisors, LLC 8
Aperio Group, LLC 8
Cambridge Investment Research Advisors, Inc. 8
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 8
Federated Hermes, Inc. 8
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 8
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 8
Quantbot Technologies LP 8
Advisor Group, Inc. 8
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 8
NEXT Financial Group, Inc 7
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 7
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 7
Mariner, LLC 7
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 7
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 7
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 7
Paloma Partners Management Co 7
Clearbridge Investments, LLC 7
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 7
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 7
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 7
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 7
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 7
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 7
Voya Investment Management Llc 7
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 7
Axa S.a. 7
Aqr Capital Management Llc 7
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
Stratos Wealth Partners, LTD. 7
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 7
National Planning Corp 7
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 7
Vanguard Horizon Funds 7
Quadrature Capital Ltd 7
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 7
Oppenheimer & Co Inc 7
Commonwealth Equity Services, Llc 7
BlackRock Investment Management, LLC 7
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 7
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 7
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 7
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 7
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 7
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 7
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 7
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 7
Nationwide Fund Advisors 7
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 7
EverSource Wealth Advisors, LLC 7
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 7
Jefferies Group LLC 7
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 7
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 7
Whittier Trust Co 7
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 7
STFBX - Advisers Investment Trust - State Farm Balanced Fund 7
Ground Swell Capital, LLC 7
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 7
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 7
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 7
Regions Financial Corp 7
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 7
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 7
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 7
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 7
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 7
Cubist Systematic Strategies, LLC 7
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 7
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 7
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
NOINX - Northern Funds - Northern International Equity Index Fund 7
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 7
State of New Jersey Common Pension Fund D 7
Engineers Gate Manager LP 7
Brookfield Real Assets Income Fund Inc. 7
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 7
Tocqueville Asset Management L.p. 7
Point72 Hong Kong Ltd 7
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 7
Wellington Management Group Llp 7
Tudor Investment Corp Et Al 7
Connor, Clark & Lunn Investment Management Ltd. 7
LS Investment Advisors, LLC 7
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 7
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 7
MBEQX - M FUND INC - M International Equity Fund 7
State Of Wisconsin Investment Board 7
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 7
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 7
Nomura Holdings Inc 7
First Republic Investment Management, Inc. 7
Allianz Asset Management GmbH 7
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 7
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 7
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 7
Zurcher Kantonalbank (Zurich Cantonalbank) 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 7
Raymond James & Associates 7
Teacher Retirement System Of Texas 7
Arrowstreet Capital, Limited Partnership 7
Nuveen Real Asset Income & Growth Fund 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 7
Public Employees Retirement System Of Ohio 7
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 7
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 7
Principal Financial Group Inc 7
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 7
Sterling Capital Management LLC 7
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 7
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 7
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
CENTRAL TRUST Co 7
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 7
Global Retirement Partners, LLC 7
Macquarie Group Ltd 7
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 7
KBC Group NV 7
Strs Ohio 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
PEAK6 Investments, L.P. 7
Tortoise Capital Advisors, L.l.c. 7
OMERS ADMINISTRATION Corp 7
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 7
Tortoise Index Solutions, LLC 7
GIMFX - GMO TRUST - GMO Implementation Fund 7
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 7
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 7
BlackRock Institutional Trust Company, N.A. 7
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 7
Advisors Asset Management, Inc. 7
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 7
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 7
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 7
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 7
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 7
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 7
Ubs Asset Management Americas Inc 7
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 7
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 7
D. E. Shaw & Co., Inc. 7
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 7
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 7
VDAFX - VALIC Co I - Dynamic Allocation Fund 7
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 7
Jnl Series Trust - Jnl/mellon International Index Fund (a) 7
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 7
BlackRock Fund Advisors 7
Umb Bank N A/mo 7
Sandy Spring Bank 7
Verition Fund Management LLC 7
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 7
Russell Frank Co/ 7
Putnam Investments Llc 7
Private Trust Co Na 7
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 7
Advisor Group Holdings, Inc. 7
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 7
Prudential Financial Inc 7
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 7
Farmers & Merchants Investments Inc 7
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 7
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 7
Great West Life Assurance Co /can/ 7
Cornerstone Planning Group LLC 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 7
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 7
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 7
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 7
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 7
Benjamin F. Edwards & Company, Inc. 7
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 7
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 7
State Board Of Administration Of Florida Retirement System 7
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 7
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 7
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 7
Mason Street Advisors, Llc 7
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 7
Swiss National Bank 7
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 7
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 7
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 6
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 6
BNP Paribas Asset Management Holding S.A. 6
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 6
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 6
MetLife Investment Management, LLC 6
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 6
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 6
Corebridge Financial, Inc. 6
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 6
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 6
RBB FUND, INC. - Aquarius International Fund 6
Energy Income Partners, LLC 6
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 6
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 6
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 6
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 6
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 6
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 6
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 6
Wolverine Asset Management Llc 6
Shell Asset Management Co 6
Police & Firemen's Retirement System of New Jersey 6
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 6
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 6
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 6
Brown Advisory Inc 6
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 6
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 6
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 6
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 6
North Star Investment Management Corp. 6
Synovus Financial Corp 6
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 6
Point72 Asset Management, L.P. 6
State Farm Mutual Fund Trust 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
State Farm Variable Product Trust 6
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 6
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 6
John Hancock Hedged Equity & Income Fund 6
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 6
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 6
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 6
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 6
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 6
Mirae Asset Global Investments Co., Ltd. 6
JNL SERIES TRUST - JNL International Index Fund (I) 6
Financial Management Professionals, Inc. 6
Franklin Resources Inc 6
Arizona State Retirement System 6
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 6
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 6
Howe & Rusling Inc 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
Cbre Clarion Securities Llc 6
DekaBank Deutsche Girozentrale 6
Salem Investment Counselors Inc 6
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 6
Bluefin Trading, LLC 6
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 6
Proficio Capital Partners LLC 6
Westwood Holdings Group Inc 6
Norges Bank 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 6
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 6
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 6
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 6
Glassman Wealth Services 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 6
Sowell Financial Services LLC 6
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 6
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 6
Hudson Bay Capital Management LP 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
PEAK6 Investments LLC 6
Advantage Investment Management, Llc 6
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 6
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 6
Rockefeller Capital Management L.P. 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 6
QS Investors, LLC 6
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 6
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 6
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 6
Salient Capital Advisors, LLC 6
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 6
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 6
Trexquant Investment LP 6
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 6
Schonfeld Strategic Advisors LLC 6
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 6
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 6
Miller Howard Investments Inc /ny 6
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 6
State of Alaska, Department of Revenue 6
Whittier Trust Co Of Nevada Inc 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 6
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 6
Two Sigma Securities, Llc 6
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 6
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 6
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 6
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 6
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 6
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 6
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 6
Walleye Capital LLC 6
INFR - Legg Mason ETF Investment Trust - Legg Mason Global Infrastructure ETF 6
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 6
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 6
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 6
Financial Architects, Inc 6
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 6
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 6
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 6
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 6
MCF Advisors LLC 6
Lazard Asset Management Llc 6
Belpointe Asset Management LLC 6
CIBC Asset Management Inc 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
American Portfolios Advisors 6
SRS Capital Advisors, Inc. 6
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 6
Advisory Research Inc 6
Lindbrook Capital, Llc 6
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 6
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 6
Covestor Ltd 6
Cerity Partners LLC 6
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 6
Ergoteles LLC 6
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 6
Vanguard Index Funds 6
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 6
Airain ltd 6
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 6
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 6
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 6
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 6
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 6
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 6
Copeland Capital Management, LLC 6
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 6
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 6
Weiss Multi-Strategy Advisers LLC 6
Private Advisor Group, LLC 6
Jump Financial, LLC 6
Alpine Global Management, LLC 6
Winton Capital Group Ltd 6
Smartleaf Asset Management LLC 6
Adage Capital Partners Gp, L.l.c. 6
Zacks Investment Management 6
Ameritas Advisory Services, LLC 6
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 6
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 6
Ab Pooling Portfolios 6
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 6
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 6
Northwestern Mutual Investment Management Company, Llc 6
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 6
NOBOX - Northern Funds - Northern Bond Index Fund 6
Delta Asset Management Llc/tn 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
PIMCO FUNDS - PIMCO Sector Fund Series - I 6
MAI Capital Management 6
Montage Managers Trust 6
Private Capital Group, LLC 6
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 6
Spirit Of America Management Corp/ny 6
Schroder Investment Management Group 6
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 6
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 6
Atria Investments Llc 6
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 6
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 6
State of Tennessee, Treasury Department 6
Catalyst Capital Advisors LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
Tortoise Power & Energy Infrastructure Fund Inc 6
Versus Capital Real Assets Fund Llc 6
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 6
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 6
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 6
Sunbelt Securities, Inc. 6
Ronald Blue Trust, Inc. 6
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 6
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 6
Geneos Wealth Management Inc. 6
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 6
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 6
BlueCrest Capital Management Ltd 6
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 6
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6
Rafferty Asset Management, LLC 6
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 6
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 6
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 6
Natixis Advisors, L.p. 6
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 6
Oppenheimer Etf Trust 6
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 6
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 6
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 6
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 6
Brookstone Capital Management 6
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
Boston Private Wealth Llc 6
American Century Companies Inc 6
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 6
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 6
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 6
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 6
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 6
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 6
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 6
Cibc World Markets Corp 6
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 6
Piedmont Investment Advisors Llc 6
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 6
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 6
AlphaMark Advisors, LLC 6
Regentatlantic Capital Llc 6
URTH - iShares, Inc. - iShares MSCI World ETF 6
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 6
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 6
Manchester Capital Management LLC 6
Qube Research & Technologies Ltd 6
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 6
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 6
Oppenheimer Funds Inc 6
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 6
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 6
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 6
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 6
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 6
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 6
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 6
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 6
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6
Eaton Vance Management 6
Commonwealth Equity Services, Inc 6
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 6
Wealthspire Advisors, L.P. 6
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 6
Brinker Capital Investments, LLC 6
VGLSX - VALIC Co I - Global Strategy Fund 6
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 6
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 6
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 6
Bokf, Na 6
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 6
Commonwealth Bank Of Australia 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 6
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 6
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 6
Alberta Investment Management Corp 6
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 6
Raymond James Financial Inc 6
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 6
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 6
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 6
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 6
Assetmark, Inc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 6
Fort Washington Investment Advisors Inc /oh/ 6
JNL SERIES TRUST - JNL Bond Index Fund (I) 6
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 6
IndexIQ Advisors LLC 6
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 6
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 6
Nuveen, LLC 6
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 6
Gabelli Global Utility & Income Trust 6
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 6
VCIEX - VALIC Co I - International Equities Index Fund 6
Dupont Capital Management Corp 6
SBI Securities Co., Ltd. 6
Rational Advisors Llc 6
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 6
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 6
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 6
Virginia Retirement Systems Et Al 6
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
Brown Brothers Harriman & Co 6
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 6
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 6
IWV - iSHARES TRUST - iShares Russell 3000 ETF 6
Harbour Investments, Inc. 6
Emerald Acquisition Ltd. 6
JXI - iSHARES TRUST - iShares Global Utilities ETF 6
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 6
DAACX - Adviser Managed Trust - Diversified Equity Fund 6
Colony Group Llc 6
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 6
Janus Henderson Group Plc 5
Virtus ETF Advisers LLC 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 5
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 5
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 5
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 5
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 5
Ellevest, Inc. 5
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 5
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 5
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 5
Gotham Asset Management, LLC 5
Zimmer Partners, LP 5
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 5
Asset Management One Co., Ltd. 5
Ci Investments Inc. 5
Baird Financial Group, Inc. 5
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 5
Stifel Nicolaus & Co Inc \mo\ 5
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 5
Mml Investors Services, Llc 5
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 5
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 5
Tfs Capital Investment Trust 5
People's United Financial, Inc. 5
Reilly Financial Advisors, Llc 5
Deere & Co 5
NSIDX - Northern Funds - Northern Small Cap Index Fund 5
Intech Investment Management Llc 5
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 5
NOIGX - Northern Funds - Northern International Equity Fund 5
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 5
Y-Intercept (Hong Kong) Ltd 5
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 5
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class 5
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 5
GAM Holding AG 5
Johnson Financial Group, Inc. 5
Paradigm Asset Management Co Llc 5
Evercore Wealth Management, LLC 5
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 5
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 5
Jane Street Holding, LLC 5
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 5
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 5
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 5
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 5
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 5
Coldstream Capital Management Inc 5
Maryland State Retirement & Pension System 5
Quantinno Capital Management LP 5
Cresset Asset Management, LLC 5
ExodusPoint Capital Management, LP 5
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
Voloridge Investment Management, Llc 5
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 5
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 5
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 5
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 5
Toroso Investments, LLC 5
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 5
Daiwa Securities Group Inc. 5
Vanguard World Fund 5
Bartlett & Co. LLC 5
Empowered Funds, LLC 5
PENN SERIES FUNDS INC - International Equity Fund 5
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 5
Hartford Mutual Funds Inc/ct 5
Hemington Wealth Management 5
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 5
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 5
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 5
Lee Financial Co 5
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 5
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 5
AE Wealth Management LLC 5
UMA Financial Services, Inc. 5
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 5
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 5
Profunds - Profund Vp Ultrasmall-cap 5
Profunds - Profund Vp Small-cap 5
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 5
Avion Wealth 5
FLDFX - Meeder Funds - BALANCED FUND Retail Class 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
Vantagepoint Funds 5
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 5
Nuveen Multi-Asset Income Fund 5
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 5
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 5
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 5
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 5
Marshall Wace North America L.P. 5
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 5
Mercer Global Advisors Inc /adv 5
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 5
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 5
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
Aquatic Capital Management LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 5
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 5
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 5
Valeo Financial Advisors, LLC 5
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 5
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 5
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 5
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 5
Eqis Capital Management, Inc. 5
Kennedy Capital Management, Inc. 5
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 5
Vantage Investment Advisors, LLC 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
Ing Groep Nv 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
Harbor Capital Advisors, Inc. 5
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 5
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 5
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 5
Voya Infrastructure, Industrials & Materials Fund 5
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 5
Voya Global Advantage & Premium Opportunity Fund 5
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 5
Voya Global Equity Dividend & Premium Opportunity Fund 5
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 5
Luminus Management Llc 5
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 5
Capital Performance Advisors Llp 5
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
Suntrust Banks Inc 5
Jfs Wealth Advisors, Llc 5
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
Mutual Of America Capital Management Llc 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 5
Knight Capital Group, Inc. 5
Sumitomo Mitsui Trust Holdings, Inc. 5
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 5
First Horizon Corp 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 5
Alyeska Investment Group, L.P. 5
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 5
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 5
PIMCO FUNDS - PIMCO Short Asset Portfolio 5
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 5
Community Bank, N.A. 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 5
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 5
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 5
Pictet Asset Management Ltd 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 5
Massachusetts Financial Services Co /ma/ 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 5
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 5
Westport Resources Management Inc 5
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 5
Highbridge Capital Management Llc 5
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 5
Gdl Fund 5
IWM - iSHARES TRUST - iShares Russell 2000 ETF 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 5
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 5
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 5
Public Sector Pension Investment Board 5
Polar Asset Management Partners Inc. 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
Gupta Wealth Management LLC 5
Atwood & Palmer Inc 5
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A 5
Cohen & Steers Infrastructure Fund Inc 5
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 5
American Funds Insurance Series 5
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
Allspring Global Investments Holdings, LLC 5
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 5
Algert Global Llc 5
Rothschild Investment Llc 5
Perella Weinberg Partners Capital Management LP 5
Sanctuary Wealth Advisors, LLC 5
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 5
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 5
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 5
Brookfield Asset Management Inc. 5
Driehaus Capital Management Llc 5
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 5
Tradewinds Capital Management, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 5
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 5
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 5
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 5
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 5
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 5
Capital Fund Management S.a. 5
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 5
Palladium Partners Llc 5
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 5
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 5
Susquehanna Fundamental Investments, Llc 5
Enterprise Financial Services Corp 5
Disciplined Investments, LLC 5
Jaffetilchin Investment Partners, LLC 5
Rsm Us Wealth Management Llc 5
Jupiter Asset Management Ltd 5
Americafirst Capital Management, Llc 5
Louisiana State Employees Retirement System 5
Man Group plc 5
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 5
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 5
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 5
Mackenzie Financial Corp 5
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 5
Federation des caisses Desjardins du Quebec 5
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 5
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 5
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 5
Winslow, Evans & Crocker, Inc. 5
United Services Automobile Association 5
Aster Capital Management (DIFC) Ltd 5
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
Plante Moran Financial Advisors, LLC 5
Cornerstone Advisors, Inc. 5
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5
Mirabella Financial Services Llp 5
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 5
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 5
Vestcor Inc 5
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 5
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 5
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5
Dynamic Technology Lab Private Ltd 5
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 5
Teachers Retirement System Of The State Of Kentucky 5
Principal Diversified Select Real Asset Fund 5
Duncker Streett & Co Inc 5
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 5
Clinton Group Inc 5
Canada Pension Plan Investment Board 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
Css Llc/il 5
Bridgeway Capital Management Inc 5
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 5
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 5
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 5
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 5
PENN SERIES FUNDS INC - Small Cap Index Fund 5
A.R.T. Advisors, LLC 5
Graham Capital Management, L.P. 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 5
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 5
Cushing Asset Management, Lp 5
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 5
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 5
Assured Investment Management LLC 5
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 5
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 5
Insight Select Income Fund 5
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 5
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 5
Brookfield Infrastructure Income Fund Inc. 5
Public Employees Retirement Association Of Colorado 5
Numeric Investors Llc 5
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 5
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 5
Hanseatic Management Services Inc 5
Trust Co Of Vermont 5
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 5
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 5
Spot Trading L.L.C 5
Highland Capital Management Lp 5
Tarbox Family Office, Inc. 5
Cullen/frost Bankers, Inc. 5
Symphony Asset Management Llc 5
Nine Chapters Capital Management LLC 5
Nomura Asset Management Co Ltd 5
Municipal Employees' Retirement System of Michigan 5
BlackRock Group LTD 5
New York State Teachers Retirement System 5
Salient Midstream & Mlp Fund 5
MASTER BOND LLC - Master Total Return Portfolio 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
Sigma Planning Corp 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 5
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
Wealth Enhancement Advisory Services, Llc 5
DAVENPORT & Co LLC 5
Tompkins Financial Corp 5
Fruth Investment Management 5
XTX Topco Ltd 5
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 5
First PREMIER Bank 5
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 5
Centiva Capital, LP 5
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 5
Carroll Financial Associates, Inc. 5
Optiver Holding B.V. 5
VCSOX - VALIC Co I - International Socially Responsible Fund 5
VCSLX - VALIC Co I - Small Cap Index Fund 5
BlackRock Japan Co. Ltd 5
Amundi Pioneer Asset Management Inc 5
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 5
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5
Principal Securities, Inc. 5
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 5
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 5
Aviva Plc 5
Bruderman Asset Management, LLC 5
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 5
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 5
Mitsubishi UFJ Trust & Banking Corp 5
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 5
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 5
RSSL - Global X Funds - Global X Russell 2000 ETF 5
Financial Gravity Companies, Inc. 5
Profund Advisors Llc 5
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 5
Larson Financial Group LLC 5
Spire Wealth Management 5
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 5
Caption Management, LLC 5
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 5
Pictet Asset Management Holding SA 5
Berman Capital Advisors, LLC 5
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 5
Sound Income Strategies, LLC 5
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 5
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 5
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
Texas Permanent School Fund 5
Financial Advocates Investment Management 5
Vident Investment Advisory, LLC 5
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 5
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 5
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 5
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 5
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 5
Campbell & CO Investment Adviser LLC 5
Exchange Traded Concepts, Llc 5
Rialto Wealth Management, LLC 5
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5
Farther Finance Advisors, LLC 5
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 5
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 5
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 5
Xponance, Inc. 5
Securian Asset Management, Inc 5
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 5
Diversified Trust Co 5
Capital Advisors, Ltd. LLC 5
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 5
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 5
PDT Partners, LLC 5
AdvisorNet Financial, Inc 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
SLPIX - Profunds - Small-cap Profund Investor Class 5
HAP Trading, LLC 5
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 5
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5
Seven Eight Capital, Lp 5
Barings Llc 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
Creative Financial Designs Inc /adv 5
Prospera Financial Services Inc 5
Versant Capital Management, Inc 5
Vanguard Whitehall Funds 5
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 5
Managed Account Advisors Llc 5
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 5
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 5
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 5
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 5
Jefferies Financial Group Inc. 5
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 5
Aventail Capital Group, LP 5
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 5
RidgeWorth Capital Management LLC 5
New Amsterdam Partners Llc/ny 5
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 5
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 5
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
Sofos Investments, Inc. 5
NumerixS Investment Technologies Inc 5
True Wealth Design, LLC 5
CI Private Wealth, LLC 5
New England Securities Corp /MA/ 5
Occudo Quantitative Strategies Lp 5
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 5
Kayne Anderson Capital Advisors Lp 5
Cetera Investment Advisers 5
TPH Asset Management, LLC 5
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 5
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 5
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 5
Selective Wealth Management, Inc. 5
Quarry LP 5
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 5
Capital Asset Advisory Services LLC 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 5
Stephens Consulting, LLC 5
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 5
Advanced Series Trust - Ast International Growth Portfolio 5
Capstone Investment Advisors, Llc 5
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 5
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 5
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 5
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 5
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 5
Jacobs Levy Equity Management, Inc 5
Shelton Capital Management 4
Credit Agricole S A 4
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 4
CenterStar Fund, LLC 4
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 4
Covalis Capital Llp 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
Ensign Peak Advisors, Inc 4
Wellington Shields Capital Management, LLC 4
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
CIBC World Markets Inc. 4
Yorktown Management & Research Co Inc 4
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 4
Camelot Portfolios, LLC 4
Regal Investment Advisors LLC 4
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 4
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 4
Rare Infrastructure Ltd 4
World Asset Management Inc 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 4
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 4
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 4
State of New Jersey Common Pension Fund A 4
ETRADE Capital Management LLC 4
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 4
Catalyst Funds Management Pty Ltd 4
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
Landscape Capital Management, L.l.c. 4
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 4
Aris Wealth Services, Inc. 4
Guardian Wealth Advisors, LLC 4
Northern Trust Co Of Connecticut 4
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 4
Stevens Capital Management Lp 4
Avantax Advisory Services, Inc. 4
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
Cushing Mlp Total Return Fund 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A 4
JustInvest LLC 4
FundVantage Trust - Verplanck Balanced Fund 4
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 4
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 4
Franklin Templeton ETF Trust - Western Asset Bond ETF 4
Ameritas Investment Corp 4
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 4
Tortoise Mlp Fund, Inc. 4
Kayne Anderson Midstream/energy Fund, Inc. 4
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 4
Employees Retirement System of Texas 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
BBVA USA Bancshares, Inc. 4
Reaves Utility Income Fund 4
Weiss Asset Management LP 4
International Assets Investment Management, Llc 4
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 4
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 4
Hallmark Capital Management Inc 4
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 4
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 4
Sasco Capital Inc / Ct/ 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
Cohen & Steers Capital Management Inc 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 4
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 4
Davidson Kempner Capital Management Lp 4
O'shaughnessy Asset Management, Llc 4
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 4
SOUTH STATE Corp 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 4
TD Waterhouse Canada Inc. 4
AQINX - AQR Funds - AQR International Equity Fund Class N 4
Index Management Solutions, LLC 4
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 4
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 4
Sonora Investment Management, LLC 4
Green Arrow Capital Management Llc 4
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
Apollon Wealth Management, LLC 4
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 4
Bell Investment Advisors, Inc 4
Envestnet Portfolio Solutions, Inc. 4
Sutton Wealth Advisors Inc. 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 4
Trust For Advisor Solutions 4
U.S. Capital Wealth Advisors, LLC 4
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
Karp Capital Management Corp 4
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 4
Lord, Abbett & Co. Llc 4
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 4
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 4
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 4
Nbc Securities, Inc. 4
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 4
Old Mission Capital Llc 4
Hancock Whitney Corp 4
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 4
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 4
Chicago Partners Investment Group LLC 4
Tortoise Energy Infrastructure Corp 4
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 4
CWM Advisors, LLC 4
United Capital Financial Advisers, Llc 4
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Klp Kapitalforvaltning As 4
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 4
J.w. Cole Advisors, Inc. 4
Mosaic Family Wealth, LLC 4
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 4
Parkworth Wealth Management, Inc. 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 4
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 4
VTL Associates, LLC 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 4
BNP Paribas Investment Partners S.A. 4
Capital One, National Association 4
Timber Hill LLC 4
Duff & Phelps Investment Management Co 4
First United Bank Trust/ 4
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 4
Bahl & Gaynor Inc 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 4
Belvedere Trading LLC 4
Global X Management CO LLC 4
Bank Of Nova Scotia 4
Caisse De Depot Et Placement Du Quebec 4
Thompson Siegel & Walmsley Llc 4
Calvert Investment Management, Inc. 4
Johnson Investment Counsel Inc 4
Brasada Capital Management, Lp 4
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 4
Ledyard National Bank 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
Blueshift Asset Management, LLC 4
Advanced Series Trust - Ast Small-cap Growth Portfolio 4
Td Private Client Wealth Llc 4
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
Parsons Capital Management Inc/ri 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 4
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 4
Rehmann Capital Advisory Group 4
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 4
Trust Co 4
Koshinski Asset Management, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 4
Citizens Financial Group Inc/ri 4
Fiduciary Trust Co 4
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 4
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 4
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 4
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 4
New York Life Investment Management Llc 4
Checchi Capital Advisers, LLC 4
Irish Life Investment Managers Ltd. 4
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 4
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 4
Truvestments Capital Llc 4
Cowen Group, Inc. 4
Usca Ria Llc 4
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 4
Cohen & Steers Mlp Income & Energy Opportunity Fund 4
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 4
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
LMR Partners LLP 4
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 4
Profunds - Profund Vp Oil & Gas 4
GABELLI & Co INVESTMENT ADVISERS, INC. 4
Old Mutual Global Investors (UK) Ltd. 4
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 4
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 4
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 4
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 4
Schubert & Co 4
Spark Investment Management LLC 4
Riverhead Capital Management Llc 4
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 4
Wealthfront Inc 4
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 4
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 4
Pring Turner Capital Group Inc 4
Guggenheim Active Allocation Fund 4
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 4
Griffin Asset Management, Inc. 4
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 4
AHL Partners LLP 4
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 4
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 4
USA Financial Portformulas Corp 4
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 4
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 4
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 4
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
Fairfield, Bush & Co. 4
Yousif Capital Management, Llc 4
Berkley W R Corp 4
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 4
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 4
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 4
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 4
Steward Financial Group LLC 4
Oxford Asset Management Llp 4
Dana Investment Advisors, Inc. 4
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
Pointe Capital Management LLC 4
Dnp Select Income Fund Inc 4
Liberty Mutual Group Asset Management Inc. 4
Mark Sheptoff Financial Planning, Llc 4
Neuberger Berman Mlp Income Fund Inc. 4
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 4
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 4
FineMark National Bank & Trust 4
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 4
Sciencast Management LP 4
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 4
Hexagon Capital Partners LLC 4
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 4
Montage Investments, Llc 4
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 4
State of Wyoming 4
Yakira Capital Management, Inc. 4
Crestwood Advisors Group LLC 4
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 4
Claymore Exchange-traded Fund Trust 4
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 4
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 4
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 4
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 4
Cadence Capital Management Llc 4
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
Reaves W H & Co Inc 4
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 4
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
Apriem Advisors 4
Wedbush Securities Inc 4
Warren Averett Asset Management, LLC 4
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 4
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 4
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 4
SJS Investment Consulting Inc. 4
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 4
Teton Advisors, Inc. 4
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 4
Sequoia Financial Advisors, LLC 4
Longfellow Investment Management Co Llc 4
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 4
Tfs Capital Llc 4
Pictet Asset Management Sa 4
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4
First Citizens Bank & Trust Co 4
Crossmark Global Holdings, Inc. 4
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 4
Bogart Wealth, LLC 4
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 4
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 4
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 4
Bb&t Investment Services, Inc. 4
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 4
Snowden Capital Advisors LLC 4
BDO Wealth Advisors, LLC 4
National Bank Of Canada /fi/ 4
Boston Private Bank & Trust Co 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 4
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 4
Estabrook Capital Management 4
Byrne Asset Management LLC 4
Zions Bancorporation 4
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 4
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 4
Atlantic Trust, LLC 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
Rydex Etf Trust 4
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 4
Earnest Partners Llc 4
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 4
Harvest Fund Advisors LLC 4
Highlander Capital Management, LLC 4
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 4
Cornerstone Capital Management Holdings Llc. 4
Cipher Capital LP 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
Gabelli Equity Series Funds Inc 4
Flagship Harbor Advisors, Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 4
Lido Advisors, LLC 4
Fieldpoint Private Securities, LLC 4
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 4
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 4
Dubuque Bank & Trust Co 4
Moore Capital Management, Lp 4
Silvercrest Asset Management Group Llc 4
Golden State Wealth Management, LLC 4
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 4
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 4
YorkBridge Wealth Partners, LLC 4
Rise Advisors, LLC 4
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 4
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 4
Everence Capital Management Inc 4
Tranquility Partners, LLC 4
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A 4
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 4
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 4
Patriot Financial Group Insurance Agency, LLC 4
Twin Tree Management, LP 4
Gemmer Asset Management LLC 4
Stonebridge Capital Advisors LLC 4
JNBA Financial Advisors 4
Level Four Advisory Services, Llc 4
IHT Wealth Management, LLC 4
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 4
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 4
Princeton Alpha Management LP 4
FDx Advisors, Inc. 4
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 4
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 4
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 4
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 4
Coastal Capital Group, Inc. 4
Ausdal Financial Partners, Inc. 4
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 4
SECOR Capital Advisors, LP 4
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 4
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 4
Yaupon Capital Management LP 4
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 4
Quantamental Technologies LLC 4
Pitcairn Co 4
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 4
Colonial Trust Co / SC 4
Boston Partners 4
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 4
Heritage Wealth Advisors 4
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 4
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 4
Edgestream Partners, L.P. 4
Teza Capital Management LLC 4
Wipfli Financial Advisors Llc, 4
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 4
Hartland & Co., LLC 4
Cornercap Investment Counsel Inc 4
Versor Investments LP 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 4
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 4
AGF Investments LLC 4
Mascoma Wealth Management LLC 4
Amundi 4
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 4
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 4
San Francisco Sentry Investment Group (ca) 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 4
Janus Capital Management Llc 4
Kepos Capital LP 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
Leavell Investment Management, Inc. 4
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 4
Winch Advisory Services, LLC 4
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 4
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 4
WASHINGTON TRUST Co 4
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 4
Visium Asset Management, LP 4
10Elms LLP 4
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
Loomis Sayles & Co L P 4
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 4
Yorkville Capital Management, Llc 4
Great Lakes Advisors, Llc 4
Analytic Investors, LLC 4
Catawba Capital Management /va 4
Baldwin Brothers Inc/ma 4
Global X Funds 4
Chicago Equity Partners Llc 4
Money Concepts Capital Corp 4
Seacrest Wealth Management, Llc 4
First Quadrant L P/ca 4
Dark Forest Capital Management Lp 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 4
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 4
GW&K Investment Management, LLC 4
Underlying Funds Trust 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 4
FormulaFolio Investments, LLC 4
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 4
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 4
Skopos Labs, Inc. 4
TCTC Holdings, LLC 4
Retirement Systems of Alabama 4
Woodmont Investment Counsel Llc 4
Paragon Capital Management Ltd 4
Beach Investment Counsel Inc/pa 4
Quest Partners LLC 4
HITE Hedge Asset Management LLC 4
Pathstone Holdings, LLC 4
Cordasco Financial Network 4
Commerce Bank 4
Optimum Investment Advisors 4
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 4
Capstone Asset Management Co 4
Fisher Asset Management, LLC 4
Jpmorgan Trust Iii 4
Newbridge Financial Services Group, Inc. 4
nVerses Capital, LLC 4
State Of Michigan Retirement System 4
Hbk Investments L P 4
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 4
Oxbow Advisors, LLC 4
Fox Run Management, L.l.c. 4
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 4
Hudock, Inc. 4
Quantitative Systematic Strategies LLC 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 4
Smithfield Trust Co 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
Sl Advisors, Llc 4
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 4
First Mercantile Trust Co 4
FNY Investment Advisers, LLC 4
Cable Hill Partners, LLC 4
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 4
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 4
Sargent Bickham Lagudis LLC 4
Pine River Capital Management L.P. 4
WFG Advisors, LP 4
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
Laurion Capital Management LP 4
Caitong International Asset Management Co., Ltd 4
Savant Capital, LLC 4
Old Mutual Customised Solutions (proprietary) Ltd 4
Financial Sense Advisors, Inc. 4
Alliancebernstein Global High Income Fund Inc 4
Denver Investment Advisors Llc 4
Castleark Management Llc 4
Greenwood Gearhart Inc 4
Private Wealth Management Group, LLC 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 4
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 4
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 4
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund 4
GPS Wealth Strategies Group, LLC 4
Williams Jones & Associates LLC 4
BOK Financial Private Wealth, Inc. 4
Indiana Trust & Investment Management CO 4
Sei Trust Co 4
VCAAX - VALIC Co I - Asset Allocation Fund 4
Longbow Capital Partners, L.P. 4
Wunderlich Securities, Inc. 4
Pathstone Family Office, Llc 4
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 4
Lsv Asset Management 4
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 4
Moneta Group Investment Advisors Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 4
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 4
Hilton Capital Management, LLC 4
Archford Capital Strategies, LLC 4
Natixis 4
Agf Investments Inc. 4
Qs Batterymarch Financial Management, Inc 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 4
BlackRock ETF Trust II - BlackRock Total Return ETF 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
Eagle Global Advisors Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
Ellington Management Group Llc 4
Keybank National Association/oh 4
Aigen Investment Management, Lp 4
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 4
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 4
Venture Visionary Partners LLC 4
Toth Financial Advisory Corp 4
Tortoise Essential Assets Income Term Fund 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 4
Key FInancial Inc 4
Baker Avenue Asset Management, LP 4
Cca Investments Trust 4
NewSquare Capital LLC 4
Legg Mason Investment Counsel, LLC 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
Twin Peaks Wealth Advisors, LLC 4
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 4
Bb&t Securities, Llc 4
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 4
FORA Capital, LLC 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 4
Moody National Bank Trust Division 4
Fortitude Family Office, LLC 4
Sawtooth Solutions, LLC 4
Brevan Howard Capital Management LP 4
AMP Capital Investors Ltd 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 4
Orion Portfolio Solutions, LLC 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 4
Everett Harris & Co /ca/ 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 3
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND 3
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 3
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
Ipswich Investment Management Co., Inc. 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 3
D'Orazio & Associates, Inc. 3
Beacon Capital Management, Inc. 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 3
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 3
LifePlan Financial Group, Inc 3
Fuller & Thaler Asset Management, Inc. 3
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 3
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 3
Nuveen All Cap Energy Mlp Opportunities Fund 3
Center Coast Mlp & Infrastructure Fund 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
MTIIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Infrastructure Portfolio CLASS I 3
Tortoise Pipeline & Energy Fund, Inc. 3
Kayne Anderson Energy Development Co 3
Macquarie Global Infrastructure Total Return Fund Inc. 3
Kayne Anderson Energy Total Return Fund, Inc. 3
Kayne Anderson Mlp Investment Co 3
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 3
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 3
First City Capital Management, Inc. 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
Pnc Funds 3
National Asset Management, Inc. 3
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
Clearbridge Energy Mlp Opportunity Fund Inc. 3
First Trust Energy Income & Growth Fund 3
EULAV Asset Management 3
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
Alphagen Securities Llc 3
First Trust Energy Infrastructure Fund 3
Clearbridge American Energy Mlp Fund Inc. 3
Clearbridge Energy Mlp Total Return Fund Inc. 3
Cushing Renaissance Fund 3
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 3
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 3
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
John Hancock Income Securities Trust 3
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 3
John Hancock Premium Dividend Fund 3
Accurate Wealth Management, LLC 3
First Trust High Income Long/short Fund 3
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
John Hancock Tax-advantaged Dividend Income Fund 3
K2 Principal Fund, L.p. 3
First Trust Mlp & Energy Income Fund 3
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 3
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 3
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 3
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 3
Dearborn Partners Llc 3
Guardian Capital Lp 3
Franklin Templeton International Trust 3
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 3
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 3
Epoch Investment Partners, Inc. 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 3
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 3
First Trust New Opportunities Mlp & Energy Fund 3
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 3
Advisors Capital Management, LLC 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 3
Winton Diversified Opportunities Fund 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
Santa Fe Partners LLC 3
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 3
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 3
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 3
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 3
Dorsey & Whitney Trust CO LLC 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 3
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 3
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 3
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 3
Vertex One Asset Management Inc. 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 3
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 3
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
Claraphi Advisory Network, LLC 3
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 3
Greenleaf Trust 3
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 3
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 3
Oppenheimer Asset Management Inc. 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
Carmichael Hill & Associates, Inc. 3
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 3
Tibra Equities Europe Ltd 3
Keystone Financial Group 3
Legacy Financial Advisors, Inc. 3
Gryphon Financial Partners LLC 3
Centaurus Financial, Inc. 3
Crewe Advisors LLC 3
Arcadia Investment Management Corp/mi 3
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 3
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 3
Pinnacle Wealth Planning Services, Inc. 3
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 3
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 3
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
Better Money Decisions, LLC 3
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 3
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 3
Holocene Advisors, LP 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 3
Summit Trail Advisors, Llc 3
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 3
We Are One Seven, LLC 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
Curi Wealth Management, LLC 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
Zeke Capital Advisors, Llc 3
GV Financial Advisors 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 3
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 3
Castleview Partners, Llc 3
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 3
Horizon Investments, LLC 3
Krane Funds Advisors LLC 3
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 3
Weiss Strategic Interval Fund 3
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 3
Mount Yale Investment Advisors, LLC 3
Minichmacgregor Wealth Management, Llc 3
CX Institutional 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
Pflug Koory, LLC 3
Inspire Advisors, LLC 3
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 3
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 3
Vantage Consulting Group Inc 3
Redhawk Wealth Advisors, Inc. 3
Nachman Norwood & Parrott, Inc 3
Graves-Light Private Wealth Management, Inc. 3
Water Island Capital Llc 3
Allred Capital Management, LLC 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
Beacon Pointe Advisors, LLC 3
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
Wiley Bros.-aintree Capital, Llc 3
Cary Street Partner Investment Advisory Llc 3
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 3
Reby Advisors, LLC 3
NOFIX - Northern Funds - Northern Fixed Income Fund 3
FinTrust Capital Advisors, LLC 3
NOCBX - Northern Funds - Northern Core Bond Fund 3
Kings Point Capital Management 3
Intact Investment Management Inc. 3
NSGRX - Northern Funds - Northern Small Cap Core Fund 3
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 3
Supplemental Annuity Collective Trust of NJ 3
NJ State Employees Deferred Compensation Plan 3
Barrett Asset Management, LLC 3
Weld Capital Management Llc 3
Neo Ivy Capital Management 3
Bay Harbor Wealth Management, LLC 3
Alera Investment Advisors, LLC 3
FSGJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Global ex U.S. Low Volatility Index Fund 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 3
Salomon & Ludwin, LLC 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
Wealthbridge Capital Management, Llc 3
Gyl Financial Synergies, Llc 3
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
GoalVest Advisory LLC 3
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 3
Pacitti Group Inc. 3
Personal Cfo Solutions, Llc 3
Dms Funds 3
Garrison Bradford & Associates Inc 3
Leap Investments Lp 3
GeoWealth Management, LLC 3
Benjamin Edwards Inc 3
WealthStone, Inc. 3
Comerica Securities,inc. 3
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 3
Kore Private Wealth LLC 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 3
Karpas Strategies, Llc 3
Equitec Proprietary Markets, Llc 3
Carlson Capital L P 3
SeaBridge Investment Advisors LLC 3
Linscomb & Williams, Inc. 3
Convergence Investment Partners, LLC 3
Six Circles Trust - Six Circles Credit Opportunities Fund 3
Waddell & Reed Financial Inc 3
Kestra Advisory Services, LLC 3
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 3
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 3
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 3
General Motors Investment Management Corp 3
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
Parametrica Management Ltd 3
Northwest & Ethical Investments L.P. 3
Riggs Asset Managment Co. Inc. 3
Burt Wealth Advisors 3
BKD Wealth Advisors, LLC 3
WealthTrust Axiom LLC 3
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 3
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
Central Bank & Trust Co 3
Texas Yale Capital Corp. 3
Argentus Capital Management, LLC 3
Nbw Capital Llc 3
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 3
Waratah Capital Advisors Ltd. 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
Bp Plc 3
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 3
Burnham Asset Management Corp /ny/ 3
Cramer Rosenthal Mcglynn Llc 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
Pinnacle Summer Investments, Inc. 3
Tiaa Cref Trust Co Fsb/mo 3
Evergreen Capital Management Llc 3
Curian Capital Llc 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
Kempen Capital Management N.v. 3
Grantham, Mayo, Van Otterloo & Co. LLC 3
Hl Financial Services Llc 3
PGGM Investments 3
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class 3
Transamerica Financial Advisors, Inc. 3
HFM Investment Advisors, LLC 3
LKFIX - LKCM Funds - LKCM Fixed Income Fund 3
Independent Portfolio Consultants, Inc. 3
ClariVest Asset Management LLC 3
WPG Advisers, LLC 3
Joel Isaacson & Co., LLC 3
Highland Capital Management Fund Advisors, L.p. 3
Thompson Davis & Co., Inc. 3
Glg Inc. 3
LMR Master Fund Ltd 3
Ziegler Capital Management, LLC 3
Dividend Asset Capital, Llc 3
Winton Capital Management Ltd 3
Endurance Wealth Management, Inc. 3
Global Financial Private Client, LLC 3
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 3
Ikos Cif Ltd 3
Ontario Teachers Pension Plan Board 3
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF 3
Central Pacific Bank - Trust Division 3
Verus Capital Partners, Llc 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
St Germain D J Co Inc 3
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF 3
Boston Advisors Llc 3
CHURCHILL MANAGEMENT Corp 3
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 3
Sumitomo Mitsui DS Asset Management Company, Ltd 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 3
Wellington Shields & Co., LLC 3
PAX Financial Group, LLC 3
Kayne Anderson Rudnick Investment Management Llc 3
Twinbeech Capital Lp 3
Center for Financial Planning, Inc. 3
Carolinas Wealth Consulting Llc 3
Ethic Inc. 3
Column Capital Advisors, LLC 3
Pinz Capital Management, LP 3
Nordea Investment Management Ab 3
Compagnie Lombard Odier SCmA 3
Zucker Anita G 3
Kapitalo Investimentos Ltda 3
Healthcare Of Ontario Pension Plan Trust Fund 3
Royal London Asset Management Ltd 3
CBIZ Investment Advisory Services, LLC 3
Kanaly Trust Co 3
Highland Global Allocation Fund 3
Illinois Municipal Retirement Fund 3
Binnacle Investments Inc 3
Hm Payson & Co 3
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 3
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C 3
Zurich Insurance Group Ltd/FI 3
Albion Financial Group /ut 3
IBM Retirement Fund 3
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 3
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 3
Laffer Investments 3
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 3
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 3
Raymond James Trust N.a. 3
Hutchin Hill Capital, LP 3
PineBridge Investments, L.P. 3
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A 3
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 3
Clark Capital Management Group, Inc. 3
Glg Llc 3
EBI - RBB Fund Trust - Longview Advantage ETF 3
Capital Advisors Inc/ok 3
Solaris Asset Management Llc 3
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares 3
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 3
Waldron Private Wealth LLC 3
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 3
Creekmur Asset Management LLC 3
Commerzbank Aktiengesellschaft /fi 3
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 3
Kingsview Wealth Management, LLC 3
Rockefeller Financial Services Inc 3
First Interstate Bank 3
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 3
Capital A Wealth Management, LLC 3
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 3
Korea Investment CORP 3
Camarda Financial Advisors, LLC 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
Wilbanks Smith & Thomas Asset Management Llc 3
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
Chilton Capital Management Llc 3
Segall Bryant & Hamill, Llc 3
WealthTrust Fairport, LLC 3
Highstreet Asset Management Inc. 3
Colony Group, LLC 3
Peapack Gladstone Financial Corp 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
EntryPoint Capital, LLC 3
Financial Network Wealth Advisors LLC 3
Bartlett & Co. Wealth Management Llc 3
Stancorp Investment Advisers Inc 3
1st Global Advisors, Inc. 3
Oakbrook Investments Llc 3
Bryn Mawr Capital Management Inc 3
American National Bank 3
Eastern Bank 3
Ajo, Lp 3
Cohen Capital Management, Inc. 3
Center Coast Capital Advisors, LP 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 3
City Holding Co 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
Chevy Chase Trust Holdings, Inc. 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
VCCBX - VALIC Co II - Core Bond Fund 3
Barnett & Company, Inc. 3
First Financial Corp /in/ 3
Dalton Greiner Hartman Maher & Co 3
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 3
Webster Bank, N. A. 3
Telemus Capital, Llc 3
First Hawaiian Bank 3
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 3
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 3
Contravisory Investment Management, Inc. 3
M&r Capital Management Inc 3
Icon Advisers Inc/co 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
Gierl Augustine Investment Management Inc 3
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 3
VCSMX - VALIC Co I - Small Cap Fund 3
Baystate Wealth Management LLC 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
Private Asset Management Inc 3
Trust Department Mb Financial Bank N A 3
Denali Advisors Llc 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
Hollencrest Capital Management 3
Kistler-Tiffany Companies, LLC 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
Fulton Bank, N.a. 3
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF 3
DiNuzzo Private Wealth, Inc. 3
Monetary Management Group Inc 3
Park National Corp /oh/ 3
Crow Point Partners, LLC 3
E. Ohman J:or Asset Management AB 3
Monashee Investment Management LLC 3
Krilogy Financial LLC 3
Old National Bancorp /in/ 3
Financial Perspectives, Inc 3
Balentine LLC 3
Anchor Investment Management, LLC 3
Peak6 Llc 3
Moors & Cabot, Inc. 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 3
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
Bank Of Nova Scotia Trust Co 3
RobecoSam USA, Inc. 3
Scotia Capital Inc. 3
Homrich & Berg 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 3
Transce3nd, LLC 3
Magellan Asset Management Ltd 3
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF 3
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 3
CTC Alternative Strategies, Ltd. 3
Menta Capital Llc 3
Focused Wealth Management, Inc 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
Forward Management, LLC 3
CAPROCK Group, Inc. 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
Stockman Wealth Management, Inc. 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 3
Jacobus Wealth Management, Inc. 3
Global Endowment Management, LP 3
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 3
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 3
Ironwood Financial, llc 3
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 3
Teilinger Capital Ltd. 3
Artemis Investment Management LLP 3
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 3
Risk Paradigm Group, LLC 3
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 3
Stratton Management Co 3
Valley National Advisers Inc 3
Utah Retirement Systems 3
Stanley-Laman Group, Ltd. 3
AllSquare Wealth Management LLC 3
Burney Co/ 3
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 3
GPOW - Goldman Sachs ETF Trust - Goldman Sachs North American Pipelines & Power Equity ETF 3
Picton Mahoney Asset Management 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 3
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF 3
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 3
Lucus Advisors Llc 3
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 3
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 3
Mackay Shields Llc 3
PFG Private Wealth Management, LLC 3
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 3
Van Hulzen Asset Management, LLC 3
Morgan Dempsey Capital Management Llc 3
Candriam Luxembourg S.C.A. 3
Harbor Investment Advisory, Llc 3
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 3
Integrated Wealth Management 3
Smith, Moore & Co. 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 3
Searle & Co. 3
Capital Guardian Trust Co 3
Wilmington Trust Co 3
Crestline Management, LP 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
Navellier & Associates Inc 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
Boothbay Fund Management, Llc 3
I.g. Investment Management, Ltd. 3
Cambridge Trust Co 3
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 3
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF 3
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
Peregrine Asset Advisers, Inc. 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
Richard Bernstein Advisors LLC 3
Ubs Oconnor Llc 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3
Nebula Research & Development LLC 3
Tucker Asset Management Llc 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
PartnerRe Asset Management CORP 3
Zebra Capital Management LLC 3
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 3
Capital Analysts, Inc. 3
Jamison Eaton & Wood Inc /nj 3
Wbi Investments, Inc. 3
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 3
Hoxton Financial, Inc. 3
Dynamic Technology Lab Pte Ltd 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
Frontier Wealth Management LLC 3
Sierra Ocean, Llc 3
RHJ International SA 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
Brinker Capital Inc 3
Chicago Capital Management, LLC 3
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 3
Harel Insurance Investments & Financial Services Ltd. 3
1832 Asset Management L.P. 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 3
Virginia Retirement System 3
Veritable, L.P. 3
WealthPLAN Partners, LLC 3
Stonebridge Financial Group, LLC 3
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 3
Laurel Wealth Advisors, Inc. 3
APG Asset Management N.V. 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 3
Kalos Management, Inc. 3
Private Ocean, LLC 3
Moisand Fitzgerald Tamayo, LLC 3
Asset Dedication, LLC 3
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 3
Vanguard Specialized Funds 3
Horan Securities, Inc. 3
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 3
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 3
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 3
Syntal Capital Partners, LLC 3
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 3
SpiderRock Trading LLC 3
Shapiro Robert N 3
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 3
Blackstone Group Inc 3
Washington Trust Bank 3
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 3
Sherbrooke Park Advisers Llc 3
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 3
Ingalls & Snyder Llc 3
Sculptor Capital LP 3
Matarin Capital Management, LLC 3
Penserra Capital Management LLC 3
Forsta Ap-fonden 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
Arete Wealth Advisors, LLC 3
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 3
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 3
Mckinley Capital Management Llc /delaware 3
Verity Asset Management, Inc. 3
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 3
Financial Counselors Inc 3
Inceptionr Llc 3
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 3
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 3
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 3
Cincinnati Insurance Co 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
First Allied Advisory Services, Inc. 3
Axq Capital, Lp 3
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares 3
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 3
Intrust Bank Na 3
Invictus RG Pte. Ltd. 3
Adirondack Trust Co 3
Bayesian Capital Management, LP 3
Advisor Partners Ii, Llc 3
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 3
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 3
Absolute Return Capital, LLC 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
Brandywine Global Investment Management, LLC 3
361 Capital Llc 3
Bailard, Inc. 3
Petrus Trust Company, LTA 3
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF 3
Bardin Hill Management Partners Lp 3
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 3
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
SIR Capital Management, L.P. 3
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 3
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 3
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 3
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 3
Lombard Odier Asset Management (Switzerland) SA 3
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
First Eagle Investment Management, LLC 3
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 3
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 3
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 3
Ropes Wealth Advisors Llc 3
Venturi Wealth Management, LLC 3
Wetherby Asset Management Inc 3
First National Bank Of Omaha 3
Associated Banc-corp 3
New Mexico Educational Retirement Board 3
AMZA - ETFis Series Trust I - InfraCap MLP ETF 3
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 3
Dai-ichi Life Holdings, Inc. 3
Lincoln National Corp 3
Westpac Banking Corp 3
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 3
CapWealth Advisors, LLC 3
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 3
First Personal Financial Services 3
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 3
Institutional & Family Asset Management, Llc 3
Cannell Peter B & Co Inc 3
NatWest Group plc 3
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 3
Allegis Investment Advisors, LLC 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 3
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 3
T. Rowe Price Investment Management, Inc. 3
DRW Securities, LLC 3
Castleton Investment Management LLC 3
Robeco Institutional Asset Management B.V. 3
Fayez Sarofim & Co 3
Lebenthal Asset Management, LLC 3
Spears Abacus Advisors LLC 3
Cantab Capital Partners LLP 3
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 3
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 3
Prudential Plc 3
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 3
Quantitative Investment Management, LLC 3
SAC Capital Advisors LP 3
City National Bank 3
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
Hantz Financial Services, Inc. 3
Mariner Wealth Advisors-NYC, LLC 3
Baird Robert W & Co Inc /wi/ 3
Placemark Investments, Inc. 3
BlueCrest Capital Management LLP 3
Gary Goldberg Planning Services Inc 3
Valley National Bancorp 3
Evermay Wealth Management Llc 3
Kms Financial Services, Inc 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 3
SevenBridge Financial Group, LLC 3
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 3
Man Investments Ltd 3
Societe Generale 3
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 3
Beacon Capital Management, LLC 3
Atria Wealth Solutions, Inc. 3
Amalgamated Financial Corp. 3
Wilmington Trust, National Association 3
Tdam Usa Inc. 3
Savitr Capital, LLC 3
Tcwp Llc 3
Stux Capital Management, LLC 3
Elite Wealth Management, Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
Motco 3
Jacobi Capital Management LLC 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
ELCO Management Co., LLC 3
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
Capital World Investors 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
Teton Westwood Funds 3
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 3
Fusion Family Wealth LLC 3
Avantax Planning Partners, Inc. 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
WESPAC Advisors, LLC 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 3
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 3
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 3
JJJ Advisors Inc. 3
Mason Street Advisors, Llc 3
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 3
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
Bollard Group LLC 3
Harvest Fund Management Co., Ltd 3
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 3
Capital Research Global Investors 3
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
OHIO NATIONAL FUND INC - ON Bond Portfolio 3
Oliver Lagore Vanvalin Investment Group 3
OHIO NATIONAL FUND INC - ON International Equity Portfolio 3
Independent Advisor Alliance 3
Moloney Securities Asset Management, LLC 3
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
Parkwood LLC 3
Cigna Investments Inc /new 3
Summit Global Investments 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
IFM Investors Pty Ltd 3
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 3
Assenagon Asset Management S.A. 3
Infrastructure Capital Advisors, Llc 3
Capital World Growth & Income Fund 3
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 3
Omnia Family Wealth, LLC 3
Deprince Race & Zollo Inc 3
Pinnacle Bancorp, Inc. 3
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 3
Westside Investment Management, Inc. 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 3
Roble, Belko & Company, Inc 3
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
ArrowMark Colorado Holdings LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 3
Raleigh Capital Management Inc. 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 3
Bramshill Investments, LLC 3
Washington Trust Advisors, Inc. 3
Resources Investment Advisors, LLC. 3
Donoghue Forlines LLC 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 3
Glenmede Investment Management, LP 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 3
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 3
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 3
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 3
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Rainier Investment Management Mutual Funds 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
First National Trust Co 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
CPSIX - Unified Series Trust - Fci Bond Fund 3
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 3
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
Blackrock Corporate High Yield Fund, Inc. 3
Forum Funds 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 3
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 3
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 3
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 3
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 3
Td Asset Management Usa Funds Inc. 3
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 3
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 3
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
MainStay CBRE Global Infrastructure Megatrends Fund 3
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 3
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 3
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 3
Brookfield Global Listed Infrastructure Income Fund Inc. 3
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 3
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 3
Sheets Smith Wealth Management 3
MBGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Infrastructure Portfolio Class I 3
Chelsea Counsel Co 3
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 3
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 3
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 3
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Morgan Stanley India Investment Fund, Inc. 3
Smallcap World Fund Inc 3
BRYN MAWR TRUST Co 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 3
Sun Life Financial Inc 3
Robeco Schweiz AG 3
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 3
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
FourThought Financial, LLC 3
Transamerica Partners Funds Group Ii 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
Transamerica Partners Funds Group 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 3
C M Bidwell & Associates Ltd 3
Alpine Associates Management Inc. 3