Railroad Equipment - 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
Morgan Stanley 11
Royal Bank Of Canada 11
Citadel Advisors Llc 10
Bank Of America Corp /de/ 10
Credit Suisse Ag/ 10
Goldman Sachs Group Inc 9
Deutsche Bank Ag\ 9
Proequities, Inc. 9
Bank of New York Mellon Corp 9
Barclays Plc 9
BlackRock, Inc. 9
Fmr Llc 9
Citigroup Inc 9
Lazard Asset Management Llc 9
Wellington Management Group Llp 9
Invesco Ltd. 9
Jane Street Group, Llc 9
Wells Fargo & Company/mn 9
Jpmorgan Chase & Co 9
SG Americas Securities, LLC 9
UBS Group AG 9
Bnp Paribas Arbitrage, Sa 8
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 8
Creative Planning 8
Envestnet Asset Management Inc 8
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 8
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 8
D.a. Davidson & Co. 8
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 8
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 8
Advisor Group, Inc. 8
Raymond James Financial Services Advisors, Inc. 8
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 8
Nomura Holdings Inc 8
Ameriprise Financial Inc 8
D. E. Shaw & Co., Inc. 8
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 8
Susquehanna International Group, Llp 7
State Street Corp 7
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 7
Bank Of Montreal /can/ 7
Ubs Ag 7
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 7
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 7
Allianz Asset Management GmbH 7
HighTower Advisors, LLC 7
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 7
Palisade Capital Management Llc/nj 7
Zurcher Kantonalbank (Zurich Cantonalbank) 7
MetLife Securities, Inc 7
Federation des caisses Desjardins du Quebec 7
Northwestern Mutual Wealth Management Co 7
Highbridge Capital Management Llc 7
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 7
Thrivent Financial For Lutherans 7
Paloma Partners Management Co 7
Manufacturers Life Insurance Company, The 7
Kornitzer Capital Management Inc /ks 7
Macquarie Group Ltd 7
Putnam Investments Llc 7
Advisor Group Holdings, Inc. 7
Bessemer Group Inc 7
Jefferies Group LLC 7
Russell Investments Group, Ltd. 7
Two Sigma Investments, Lp 7
Pacer Advisors, Inc. 7
Rydex Etf Trust 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 6
Millennium Management Llc 6
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 6
Cypress Capital Management LLC (WY) 6
Comerica Bank 6
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 6
BlackRock Institutional Trust Company, N.A. 6
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 6
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 6
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 6
Virtu Financial LLC 6
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 6
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 6
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 6
NOSGX - Northern Funds - Northern Small Cap Value Fund 6
BlackRock Fund Advisors 6
Sei Investments Co 6
Calamos Advisors LLC 6
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 6
Tower Research Capital LLC (TRC) 6
Raymond James & Associates 6
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 6
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 6
BlackRock Investment Management, LLC 6
New York State Common Retirement Fund 6
Nicholas Investment Partners, LP 6
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 6
Shepherd Kaplan Krochuk, Llc 6
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 6
Ameritas Investment Partners, Inc. 6
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 6
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 6
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 6
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 6
Raymond James Financial Inc 6
LPL Financial LLC 6
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 6
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 6
Daiwa Securities Group Inc. 6
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 6
Lord, Abbett & Co. Llc 6
Kcg Holdings, Inc. 6
Regions Financial Corp 6
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 6
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 6
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 6
Pnc Financial Services Group, Inc. 6
CenterStar Fund, LLC 6
Mml Investors Services, Llc 6
Man Group plc 6
Mackay Shields Llc 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 6
Tocqueville Asset Management L.p. 6
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 6
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 6
Simplex Trading, Llc 6
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 6
American International Group, Inc. 6
BlackRock Group LTD 6
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 6
Geode Capital Management, Llc 6
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 6
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 6
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 6
Loomis Sayles & Co L P 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 6
Prelude Capital Management, Llc 6
Renaissance Technologies Llc 6
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 6
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 5
Vanguard Group Inc 5
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 5
Two Sigma Advisers, Lp 5
Two Sigma Securities, Llc 5
Mariner, LLC 5
Tiaa Cref Investment Management Llc 5
Teachers Advisors, Llc 5
Commonwealth Equity Services, Llc 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 5
KOKUSAI Asset Management Co., Ltd. 5
Dimensional Fund Advisors Lp 5
Metropolitan Life Insurance Co/ny 5
Centiva Capital, LP 5
Group One Trading, L.p. 5
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 5
Hutchin Hill Capital, LP 5
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 5
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 5
State Farm Mutual Fund Trust 5
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 5
State Farm Variable Product Trust 5
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 5
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 5
Janney Montgomery Scott LLC 5
Cerity Partners LLC 5
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 5
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 5
Parallax Volatility Advisers, L.P. 5
Rhumbline Advisers 5
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 5
Aqr Capital Management Llc 5
Municipal Employees' Retirement System of Michigan 5
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 5
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 5
Canada Pension Plan Investment Board 5
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 5
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 5
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
First Trust Advisors Lp 5
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 5
Brandywine Global Investment Management, LLC 5
Dynamic Technology Lab Private Ltd 5
Steward Partners Investment Advisory, Llc 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 5
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 5
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 5
Fifth Third Bancorp 5
A.R.T. Advisors, LLC 5
Jacobs Levy Equity Management, Inc 5
Benjamin F. Edwards & Company, Inc. 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
PENN SERIES FUNDS INC - International Equity Fund 5
Cutler Group LP 5
MUFG Americas Holdings Corp 5
Legal & General Group Plc 5
TD Waterhouse Canada Inc. 5
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 5
North Star Investment Management Corp. 5
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 5
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 5
Vanguard Index Funds 5
Stifel Financial Corp 5
Tiaa-cref Funds 5
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 5
Principal Funds Inc 5
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 5
Northern Trust Corp 5
Oxford Asset Management Llp 5
Wolverine Trading, Llc 5
Oppenheimer Etf Trust 5
Suntrust Banks Inc 5
Walleye Trading LLC 5
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 5
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 5
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 5
Swiss National Bank 5
VTL Associates, LLC 5
Prudential Financial Inc 5
Vanguard Explorer Fund 5
Acadian Asset Management Llc 5
Shell Asset Management Co 5
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 5
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 5
Us Bancorp \de\ 5
VDAFX - VALIC Co I - Dynamic Allocation Fund 5
Huntington National Bank 5
Claymore Exchange-traded Fund Trust 5
Quadrature Capital Ltd 5
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 5
Ancora Advisors, LLC 5
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 5
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 5
Axa S.a. 5
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
ProShare Advisors LLC 5
Royce & Associates Lp 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
Catalyst Capital Advisors LLC 5
American Portfolios Advisors 5
Parametric Portfolio Associates Llc 5
Vanguard Horizon Funds 5
Advent Capital Management /de/ 5
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 5
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 5
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 5
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 5
Wexford Capital Lp 5
Quantbot Technologies LP 5
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 5
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 5
California State Teachers Retirement System 5
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 5
Martingale Asset Management L P 5
O'shaughnessy Asset Management, Llc 5
Gsa Capital Partners Llp 5
AMP Capital Investors Ltd 5
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 5
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 5
Acrospire Investment Management LLC 5
Victory Capital Management Inc 5
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 5
Strs Ohio 5
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 5
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 5
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 5
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 5
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 5
KBC Group NV 5
California Public Employees Retirement System 5
Oppenheimer & Co Inc 5
IFP Advisors, Inc 5
Teacher Retirement System Of Texas 5
BlueCrest Capital Management Ltd 5
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 5
Blair William & Co/il 5
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 5
National Bank Of Canada /fi/ 5
Charles Schwab Investment Management Inc 5
Glenmede Trust Co Na 5
Polar Asset Management Partners Inc. 5
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 5
Enterprise Financial Services Corp 5
Eqis Capital Management, Inc. 5
Weiss Asset Management LP 5
Managed Account Advisors Llc 5
Airain ltd 5
Federated Hermes, Inc. 5
Tfs Capital Llc 5
Virginia Retirement Systems Et Al 5
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 5
Wolverine Asset Management Llc 5
Amundi Pioneer Asset Management Inc 5
Kennedy Capital Management, Inc. 5
State Board Of Administration Of Florida Retirement System 5
BlackRock Advisors LLC 5
NEXT Financial Group, Inc 5
Css Llc/il 5
CIBC World Markets Inc. 5
Vantagepoint Funds 5
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 5
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 5
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 5
Susquehanna Fundamental Investments, Llc 5
Jefferies Financial Group Inc. 5
Ubs Oconnor Llc 5
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 5
PEAK6 Investments, L.P. 5
Asset Management One Co., Ltd. 5
Vanguard World Fund 5
GWM Advisors LLC 5
PDT Partners, LLC 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 5
XTX Topco Ltd 5
Capital Fund Management S.a. 5
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 5
American Century Companies Inc 5
Great West Life Assurance Co /can/ 5
Russell Frank Co/ 5
RidgeWorth Capital Management LLC 5
Piedmont Investment Advisors Llc 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
GLG Partners LP 5
Walleye Capital LLC 5
Spot Trading L.L.C 5
PEAK6 Investments LLC 5
Alliancebernstein L.p. 5
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 5
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 5
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 5
Oaktree Capital Management Lp 5
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 5
First Horizon Advisors, Inc. 5
Ladenburg Thalmann Financial Services Inc 5
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 5
Ssi Investment Management Llc 5
Tudor Investment Corp Et Al 5
Arrowstreet Capital, Limited Partnership 5
Massmutual Trust Co Fsb/adv 5
Nationwide Fund Advisors 5
Hanseatic Management Services Inc 4
Eaton Vance Management 4
Ubs Asset Management Americas Inc 4
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 4
Usaa Etf Trust 4
First Republic Investment Management, Inc. 4
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 4
Point72 Asset Management, L.P. 4
Vident Investment Advisory, LLC 4
Quantamental Technologies LLC 4
Stratos Wealth Partners, LTD. 4
Chicago Partners Investment Group LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 4
State of New Jersey Common Pension Fund D 4
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 4
Qs Batterymarch Financial Management, Inc 4
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 4
WFG Advisors, LP 4
New England Securities Corp /MA/ 4
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 4
Quest Partners LLC 4
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 4
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 4
Regal Investment Advisors LLC 4
College Retirement Equities Fund 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
Hrt Financial Lp 4
Pinnacle Holdings, LLC 4
Monarch Partners Asset Management LLC 4
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 4
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 4
ETRADE Capital Management LLC 4
Investors Research Corp 4
Emerald Acquisition Ltd. 4
EverPoint Asset Management, LLC 4
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 4
Howe & Rusling Inc 4
AHL Partners LLP 4
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 4
ClariVest Asset Management LLC 4
Westwood Holdings Group Inc 4
Quadrant Capital Group Llc 4
Advisors Asset Management, Inc. 4
Mizuho Securities Usa Llc 4
Graham Capital Management, L.P. 4
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 4
Toronto Dominion Bank 4
Summit Trail Advisors, Llc 4
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 4
Versant Capital Management, Inc 4
Zacks Investment Management 4
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 4
Pathstone Family Office, Llc 4
Rehmann Capital Advisory Group 4
Scotia Capital Inc. 4
Mutual Of America Capital Management Llc 4
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 4
Dearborn Partners Llc 4
Shenkman Capital Management Inc 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 4
Landscape Capital Management, L.l.c. 4
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 4
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 4
Mosaic Family Wealth, LLC 4
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 4
Neuberger Berman Group LLC 4
Proficio Capital Partners LLC 4
CENTRAL TRUST Co 4
Cetera Advisor Networks LLC 4
Caisse De Depot Et Placement Du Quebec 4
Cetera Advisors LLC 4
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 4
Credit Agricole S A 4
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 4
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 4
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 4
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 4
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 4
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 4
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 4
MetLife Investment Management, LLC 4
Nine Chapters Capital Management LLC 4
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 4
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 4
QCVAX - Clearwater Investment Trust - Clearwater International Fund 4
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 4
Mark Sheptoff Financial Planning, Llc 4
QS Investors, LLC 4
Cubist Systematic Strategies, LLC 4
Schonfeld Strategic Advisors LLC 4
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 4
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 4
Cornercap Investment Counsel Inc 4
DekaBank Deutsche Girozentrale 4
Karp Capital Management Corp 4
Chicago Equity Partners Llc 4
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 4
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 4
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 4
Convergence Investment Partners, LLC 4
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 4
National Asset Management, Inc. 4
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 4
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 4
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 4
Laurion Capital Management LP 4
Wunderlich Securities, Inc. 4
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 4
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 4
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 4
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 4
State of Wyoming 4
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 4
EverSource Wealth Advisors, LLC 4
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 4
Sofos Investments, Inc. 4
Jump Financial, LLC 4
Quantitative Investment Management, LLC 4
Cambridge Investment Research Advisors, Inc. 4
Evoke Wealth, Llc 4
Steelhead Partners Llc 4
TCI Wealth Advisors, Inc. 4
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 4
Calamos Global Dynamic Income Fund 4
Nordea Investment Management Ab 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
Public Employees Retirement Association Of Colorado 4
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 4
Hillsdale Investment Management Inc. 4
Kestra Advisory Services, LLC 4
Pine River Capital Management L.P. 4
SECOR Capital Advisors, LP 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
Sterling Capital Management LLC 4
M&t Bank Corp 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 4
Lsv Asset Management 4
Gradient Investments LLC 4
Allworth Financial LP 4
Core Bond Portfolio - Core Bond Portfolio 4
Bridgeway Capital Management Inc 4
Caitong International Asset Management Co., Ltd 4
Transamerica Financial Advisors, Inc. 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 4
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 4
OMERS ADMINISTRATION Corp 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
Eaton Vance Ltd Duration Income Fund 4
Connor, Clark & Lunn Investment Management Ltd. 4
Numeric Investors Llc 4
Rocky Mountain Advisers, Llc 4
Allspring Global Investments Holdings, LLC 4
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 4
Qube Research & Technologies Ltd 4
Richard Bernstein Advisors LLC 4
Global X Management CO LLC 4
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
FineMark National Bank & Trust 4
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 4
Cornerstone Capital Management Holdings Llc. 4
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 4
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 4
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 4
Massachusetts Financial Services Co /ma/ 4
Algert Global Llc 4
Mercer Global Advisors Inc /adv 4
Captrust Financial Advisors 4
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 4
Balyasny Asset Management Llc 4
Point72 (DIFC) Ltd 4
Sonora Investment Management, LLC 4
Ajo, Lp 4
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 4
Dai-ichi Life Holdings, Inc. 4
HAP Trading, LLC 4
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 4
State Of Wisconsin Investment Board 4
Bryn Mawr Capital Management Inc 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
Alps Advisors Inc 4
Weiss Multi-Strategy Advisers LLC 4
Creative Financial Designs Inc /adv 4
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 4
Origin Asset Management LLP 4
Squarepoint Ops LLC 4
Sunbelt Securities, Inc. 4
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 4
Wealthcare Capital Management Llc 4
Cnh Partners Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 4
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 4
Nisa Investment Advisors, Llc 4
Csenge Advisory Group 4
Advent Claymore Convertible Securities & Income Fund 4
Aperio Group, LLC 4
Tfs Capital Investment Trust 4
ID Management A/S 4
Panagora Asset Management Inc 4
Bartlett & Co. LLC 4
Money Concepts Capital Corp 4
Los Angeles Capital Management Llc 4
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 4
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 4
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 4
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 4
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 4
Fisher Asset Management, LLC 4
Cowen Group, Inc. 4
United Services Automobile Association 4
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 4
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 4
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 4
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 4
Brookstone Capital Management 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 4
Clinton Group Inc 4
SAC Capital Advisors LP 4
New Amsterdam Partners Llc/ny 4
Advisory Services Network, LLC 4
Commonwealth Equity Services, Inc 4
Atria Investments Llc 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 4
Norges Bank 4
Signaturefd, Llc 4
Fieldpoint Private Securities, LLC 4
J.w. Cole Advisors, Inc. 4
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 4
First Hawaiian Bank 4
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 4
SG Capital Management LLC 4
Hartford Mutual Funds Inc/ct 4
Magnetar Financial LLC 4
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 4
BNP Paribas Investment Partners S.A. 4
Driehaus Capital Management Llc 4
Thb Asset Management 4
Bb&t Securities, Llc 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 4
Franklin Resources Inc 4
Rockefeller Capital Management L.P. 4
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 4
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 4
James Investment Research Inc 4
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 4
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 4
Oberweis Asset Management Inc/ 4
Scopus Asset Management, L.p. 4
Invictus RG Pte. Ltd. 4
ACK Asset Management LLC 4
ExodusPoint Capital Management, LP 4
Wellesley Asset Management 4
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 4
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 4
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 4
Gotham Asset Management, LLC 4
Sawtooth Solutions, LLC 4
Mfs Multimarket Income Trust 4
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 4
Winslow, Evans & Crocker, Inc. 4
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 4
Curian Capital Llc 4
Dana Investment Advisors, Inc. 4
Trexquant Investment LP 4
Investors Capital Advisory Services 4
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 4
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 4
IHT Wealth Management, LLC 4
Spark Investment Management LLC 4
GV Financial Advisors 4
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 4
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 4
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 4
Capstone Series Fund Inc 4
Mfs Intermediate Income Trust 4
Voya Investment Management Llc 4
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 4
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 4
Skylands Capital, LLC 4
Alberta Investment Management Corp 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
CI Global Investments Inc. 4
Meeder Asset Management Inc 4
Cetera Investment Advisers 4
Marshall Wace, Llp 4
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 4
Stevens Capital Management Lp 4
Occudo Quantitative Strategies Lp 4
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 4
Quarry LP 4
Engineers Gate Manager LP 4
Parallel Advisors, LLC 4
Smithfield Trust Co 4
Turner Investments, L.p. 4
Rational Advisors Llc 4
Mackenzie Financial Corp 4
Tradewinds Capital Management, LLC 4
Price T Rowe Associates Inc /md/ 4
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 4
SBI Securities Co., Ltd. 4
Guggenheim Capital Llc 4
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 4
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 4
Systematic Financial Management Lp 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 4
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 4
Glassman Wealth Services 4
Thompson Siegel & Walmsley Llc 4
Intrinsic Edge Capital Management LLC 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
BNP Paribas Asset Management Holding S.A. 4
National Planning Corp 4
First Quadrant L P/ca 4
Gamco Investors, Inc. Et Al 3
Value Holdings Management Co. Llc 3
Capital Management Associates /ny/ 3
IWV - iSHARES TRUST - iShares Russell 3000 ETF 3
Versor Investments LP 3
Avantax Planning Partners, Inc. 3
Hartland & Co., LLC 3
Columbia Partners L L C Investment Management 3
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3
Elkfork Partners LLC 3
Teza Capital Management LLC 3
Mason Street Advisors, Llc 3
Barings Llc 3
Horrell Capital Management, Inc. 3
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 3
Empirical Finance, LLC 3
SRS Capital Advisors, Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 3
Teachers Retirement System Of The State Of Kentucky 3
AE Wealth Management LLC 3
Glen Harbor Capital Management LLC 3
Meadow Creek Investment Management LLC 3
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 3
WealthTrust-Arizona, LLC 3
Summit Global Investments 3
Fortis Advisors, LLC 3
Advantage Investment Management, Llc 3
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 3
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 3
Assenagon Asset Management S.A. 3
Sowell Financial Services LLC 3
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 3
Patriot Financial Group Insurance Agency, LLC 3
Ellington Management Group Llc 3
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3
Marshall Wace North America L.P. 3
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 3
Mason Street Advisors, Llc 3
State of Alaska, Department of Revenue 3
Flagship Harbor Advisors, Llc 3
Natixis 3
Atlantic Trust, LLC 3
Scopia Capital Management Lp 3
Spot Trading L.l.c. 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
Laffer Investments 3
Robeco Institutional Asset Management B.V. 3
Nuveen Asset Management, LLC 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 3
Capital Bank & Trust Co 3
Crossmark Global Holdings, Inc. 3
Legacy Advisors, LLC 3
GAM Holding AG 3
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 3
Valeo Financial Advisors, LLC 3
Unison Advisors LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
SG3 Management, LLC 3
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 3
Cushing Asset Management, Lp 3
King Luther Capital Management Corp 3
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 3
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 3
Paradigm Asset Management Co Llc 3
Oppenheimer Capital Income Fund 3
Caxton Associates Lp 3
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 3
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 3
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
Public Sector Pension Investment Board 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 3
Mycio Wealth Partners, Llc 3
Gabelli Funds Llc 3
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 3
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 3
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 3
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 3
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3
Harfst & Associates, Inc. 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
Commerzbank Aktiengesellschaft /fi 3
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 3
Eagle Asset Management Inc 3
Forum Funds 3
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 3
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 3
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
Coldstream Capital Management Inc 3
Stoneridge Investment Partners Llc 3
Oppenheimer Corporate Bond Fund 3
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 3
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
Parkside Financial Bank & Trust 3
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 3
Profunds - Profund Vp Oil & Gas 3
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 3
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 3
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 3
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 3
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 3
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 3
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 3
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 3
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 3
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 3
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 3
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 3
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 3
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 3
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 3
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 3
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
First Mercantile Trust Co 3
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
AlphaMark Advisors, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 3
Cwm, Llc 3
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 3
Camarda Financial Advisors, LLC 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 3
Bray Capital Advisors 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
Oppenheimer Variable Account Funds 3
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 3
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 3
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 3
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 3
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 3
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 3
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 3
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 3
Oregon Public Employees Retirement Fund 3
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 3
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 3
WealthTrust Fairport, LLC 3
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 3
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 3
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 3
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 3
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 3
Tarbox Family Office, Inc. 3
Cullen/frost Bankers, Inc. 3
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 3
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 3
TIMOTHY PLAN - Timothy Strategic Variable 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
Princeton Alpha Management LP 3
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 3
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 3
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
Brookfield Asset Management Inc. 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
Tri-continental Corp 3
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 3
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 3
Scout Funds 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
MAI Capital Management 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 3
Hudson Bay Capital Management LP 3
Principal Financial Group Inc 3
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 3
Barrow Hanley Mewhinney & Strauss Llc 3
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 3
Ontario Teachers Pension Plan Board 3
Smith Asset Management Group Lp 3
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 3
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 3
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 3
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 3
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 3
New York State Teachers Retirement System 3
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 3
Us Global Investors Funds 3
Wedbush Securities Inc 3
Penn Capital Management Co Inc 3
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 3
American National Bank 3
Harbor Investment Advisory, Llc 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
Exchange Traded Concepts, Llc 3
Cadence Capital Management Llc 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 3
Royce Value Trust Inc 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 3
Janus Henderson Group Plc 3
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
Malaga Cove Capital, LLC 3
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 3
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 3
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 3
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 3
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 3
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 3
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 3
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 3
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 3
City Holding Co 3
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 3
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 3
Visium Asset Management, LP 3
Alpha Windward Llc 3
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
Cheyne Capital Management (UK) LLP 3
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 3
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 3
Barnett & Company, Inc. 3
Quotient Investors, LLC 3
Pnc Funds 3
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 3
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 3
Mfs Charter Income Trust 3
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 3
Cushing Renaissance Fund 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 3
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 3
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 3
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 3
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 3
Capstone Asset Management Co 3
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 3
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 3
LMR Partners LLP 3
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 3
Fox Run Management, L.l.c. 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 3
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 3
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 3
Westfield Capital Management Co Lp 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
Quantitative Systematic Strategies LLC 3
Oppenheimer Discovery Mid Cap Growth Fund 3
Fiera Capital Corp 3
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 3
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 3
Compagnie Lombard Odier SCmA 3
Cribstone Capital Management, LLC 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 3
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 3
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 3
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 3
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 3
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 3
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 3
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 3
Carroll Financial Associates, Inc. 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 3
Patten & Patten Inc/tn 3
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 3
Sheets Smith Wealth Management 3
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 3
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 3
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 3
Denali Advisors Llc 3
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 3
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 3
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
Winton Diversified Opportunities Fund 3
Aigen Investment Management, Lp 3
Venture Visionary Partners LLC 3
Illinois Municipal Retirement Fund 3
Calamos Convertible Opportunities & Income Fund 3
Calamos Convertible & High Income Fund 3
Calamos Dynamic Convertible & Income Fund 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 3
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 3
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 3
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 3
Healthcare Of Ontario Pension Plan Trust Fund 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
Gupta Wealth Management LLC 3
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 3
FORA Capital, LLC 3
BRYN MAWR TRUST Co 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
Orion Portfolio Solutions, LLC 3
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 3
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 3
Vanguard Morgan Growth Fund 3
Meridian Wealth Partners, LLC 3
Twinbeech Capital Lp 3
Ensign Peak Advisors, Inc 3
J. Goldman & Co LP 3
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 3
Apollo Management Holdings, L.P. 3
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 3
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 3
Sanctuary Wealth Advisors, LLC 3
Old National Bancorp /in/ 3
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 3
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 3
Arizona State Retirement System 3
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 3
Northern Trust Co Of Connecticut 3
Seacrest Wealth Management, Llc 3
Henderson Global Funds 3
Clearbridge Investments, LLC 3
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 3
Rsm Us Wealth Management Llc 3
Psagot Investment House Ltd. 3
Mitsubishi UFJ Trust & Banking Corp 3
Horizon Investment Services, LLC 3
Public Employees Retirement System Of Ohio 3
Legacy Financial Advisors, Inc. 3
Centaurus Financial, Inc. 3
Trustcore Financial Services, Llc 3
Wealthfront Inc 3
Fuller & Thaler Asset Management, Inc. 3
Financial Gravity Companies, Inc. 3
Janus Capital Management Llc 3
Larson Financial Group LLC 3
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
Assured Investment Management LLC 3
Calamos Wealth Management LLC 3
Gerstein Fisher 3
Caption Management, LLC 3
Winton Capital Group Ltd 3
Holocene Advisors, LP 3
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 3
Berman Capital Advisors, LLC 3
EULAV Asset Management 3
Financial Advocates Investment Management 3
CWM Advisors, LLC 3
International Assets Investment Management, Llc 3
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 3
Covington Capital Management 3
Thomas White International Ltd 3
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 3
Bogle Investment Management L P /de/ 3
New York Life Investment Management Llc 3
Sandler Capital Management 3
MCF Advisors LLC 3
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 3
AdvisorNet Financial, Inc 3
Private Capital Group, LLC 3
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
Hbk Investments L P 3
Harvest Group Wealth Management, Llc 3
Irish Life Investment Managers Ltd. 3
Winfield Associates, Inc. 3
Assetmark, Inc 3
Arrow Financial Corp 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 3
SOUTH STATE Corp 3
Valley National Advisers Inc 3
Earnest Partners Llc 3
LS Investment Advisors, LLC 3
Santa Fe Partners LLC 3
Jackson Creek Investment Advisors LLC 3
Kestra Private Wealth Services, Llc 3
Hexagon Capital Partners LLC 3
Ergoteles LLC 3
Ardsley Advisory Partners Lp 3
Weiss Strategic Interval Fund 3
Essex Investment Management Co Llc 3
Amalgamated Bank 3
Truist Financial Corp 3
FNY Investment Advisers, LLC 3
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 3
Comerica Securities Inc 3
Segall Bryant & Hamill, Llc 3
Global Retirement Partners, LLC 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
Truvestments Capital Llc 3
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 3
Synovus Financial Corp 3
Stephens Inc /ar/ 3
Analytic Investors, LLC 3
Natixis Advisors, L.p. 3
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 3
McClarren Financial Advisors, Inc. 3
Hemington Wealth Management 3
Picton Mahoney Asset Management 3
Ellevest, Inc. 3
Wipfli Financial Advisors Llc, 3
Ellis Investment Partners, LLC 3
Orinda Asset Management LLC 3
Maryland State Retirement & Pension System 3
Symphony Asset Management Llc 3
Y-Intercept (Hong Kong) Ltd 3
Cary Street Partner Investment Advisory Llc 3
Macroview Investment Management Llc 3
Lindbrook Capital, Llc 3
Trellus Management Company, LLC 3
Lebenthal Global Advisors, LLC 3
Vantage Consulting Group Inc 3
Mach-1 Financial Group, Inc. 3
Inspire Advisors, LLC 3
Dreman Value Management, L L C 3
Bridgefront Capital, LLC 3
Pearl River Capital, LLC 3
Nomura Asset Management Co Ltd 3
Alphacrest Capital Management Llc 3
Keeley Asset Management Corp 3
Morgan Dempsey Capital Management Llc 3
Candriam Luxembourg S.C.A. 3
Blueshift Asset Management, LLC 3
Alpha DNA Investment Management LLC 3
Duality Advisers, Lp 3
Profund Advisors Llc 3
Cookson Peirce & Co Inc 3
Ameritas Investment Corp 3
Texas Permanent School Fund 3
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 3
Innealta Capital, Llc 3
Campbell & CO Investment Adviser LLC 3
Weld Capital Management Llc 3
Coppell Advisory Solutions LLC 3
Livforsakringsbolaget Skandia, Omsesidigt 3
Ing Groep Nv 3
Great Lakes Advisors, Llc 3
Weaver C. Barksdale & Associates, Inc. 3
Usca Ria Llc 3
Guardian Wealth Advisors, LLC 3
Harbour Investments, Inc. 3
Umb Bank N A/mo 3
Continuum Advisory, LLC 3
Prospera Financial Services Inc 3
Toroso Investments, LLC 3
Oakworth Capital, Inc. 3
Geneos Wealth Management Inc. 3
Cipher Capital LP 3
Navellier & Associates Inc 3
Edmond De Rothschild Holding S.a. 3
Claro Advisors LLC 3
Boothbay Fund Management, Llc 3
CIBC Asset Management Inc 3
Dark Forest Capital Management Lp 3
Reilly Financial Advisors, Llc 3
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 3
Prestige Wealth Management Group LLC 3
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 3
IMC-Chicago, LLC 3
Private Advisor Group, LLC 3
Next Financial Holdings 3
Seven Eight Capital, Lp 3
FourThought Financial, LLC 3
Bell Investment Advisors, Inc 3
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 3
San Francisco Sentry Investment Group (ca) 3
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 3
Voloridge Investment Management, Llc 3
Warren Averett Asset Management, LLC 3
Icon Advisers Inc/co 3
Arden Investment Series Trust 3
BlackRock Japan Co. Ltd 3
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 3
Gemmer Asset Management LLC 3
Guggenheim Active Allocation Fund 3
AHHX - Starboard Investment Trust - Adaptive High Income ETF 3
Hcim Trust 3
Capital Performance Advisors Llp 3
Everence Capital Management Inc 3
Yousif Capital Management, Llc 3
Columbus Circle Investors 3
Farmers & Merchants Investments Inc 3
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 3
Wbi Investments, Inc. 3
Boston Private Bank & Trust Co 3
Private Trust Co Na 3
Red Tortoise LLC 3
Covestor Ltd 3
SJS Investment Consulting Inc. 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
Mv Capital Management, Inc. 3
Teton Advisors, Inc. 3
MQS Management LLC 3
Vanguard Whitehall Funds 3
Clear Street Markets Llc 3
Pluribus Labs, LLC 3
Corton Capital Inc. 3
1832 Asset Management L.P. 3
Aquatic Capital Management LLC 3
Vantage Investment Advisors, LLC 3
JNBA Financial Advisors 3
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 3
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 3
Griffin Asset Management, Inc. 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Verition Fund Management LLC 3
FDx Advisors, Inc. 3
Sit Investment Associates Inc 3
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 3
Globeflex Capital L P 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 3
Menta Capital Llc 3
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 3
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 3
Amalgamated Financial Corp. 3
First Washington CORP 3
Manchester Capital Management LLC 3
Employees Retirement System of Texas 3
Parametrica Management Ltd 3
Old Second National Bank Of Aurora 3
KAMES CAPITAL plc 3
Hantz Financial Services, Inc. 3
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
NumerixS Investment Technologies Inc 3
SpiderRock Trading LLC 3
Shapiro Robert N 3
Ronald Blue Trust, Inc. 3
Intech Investment Management Llc 3
Advanced Series Trust - Ast Small-cap Growth Portfolio 3
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 3
Tradeworx Inc. 3
Mirae Asset Global Investments Co., Ltd. 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 3
Washington Trust Bank 3
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 3
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 3
Advisor Partners Ii, Llc 3
Brevan Howard Capital Management LP 3
Ground Swell Capital, LLC 3
Stephens Consulting, LLC 3
Mendota Financial Group, LLC 3
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 3
Brown Brothers Harriman & Co 3
Dupont Capital Management Corp 3
Value Holdings Lp 3
Hancock Whitney Corp 3
ISAM Funds (UK) Ltd 3
Inceptionr Llc 3
Bokf, Na 3
Headlands Technologies LLC 3
Scout Investments, Inc. 3
Sherbrooke Park Advisers Llc 3
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3
Register Financial Advisors LLC 3
True Wealth Design, LLC 3
Verity Asset Management, Inc. 3
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 3
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 3
Citizens Financial Group Inc/ri 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 3
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 3
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 3
First Allied Advisory Services, Inc. 3
Arrowgrass Capital Partners (us) Lp 3
United Capital Financial Advisers, Llc 3
Cornerstone Wealth Management, LLC 3
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
Camden Asset Management L P /ca 3
Invictus RG 3
Bayesian Capital Management, LP 3
Capstone Investment Advisors, Llc 3
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 3
Encompass Capital Advisors LLC 3
Northpointe Capital Llc 3
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
Walthausen & Co., LLC 3
Gts Securities Llc 3
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 3
UniSuper Management Pty Ltd 3
Element Capital Management Llc 3
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 3
Interval Partners, LP 3
Farther Finance Advisors, LLC 3
Stone Ridge Asset Management LLC 3
Absolute Return Capital, LLC 3
Nbc Securities, Inc. 3
Sutton Wealth Advisors Inc. 3
Annis Gardner Whiting Capital Advisors, LLC 3
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 3
Pictet Asset Management Holding SA 3
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 3
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 3
Anchor Investment Management, LLC 3
Bailard, Inc. 3
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 3
Coatue Management Llc 3
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 3
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 3
Petrus Trust Company, LTA 3
Waratah Capital Advisors Ltd. 3
GAMMA Investing LLC 3
Financial Management Professionals, Inc. 3
Edgestream Partners, L.P. 3
Jones Financial Companies Lllp 3
Skopos Labs, Inc. 3
Miller Howard Investments Inc /ny 3
Smartleaf Asset Management LLC 3
Kovitz Investment Group Partners, LLC 3
EntryPoint Capital, LLC 3
Pathstone Holdings, LLC 3
Colony Group, LLC 3
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 3
Cibc World Markets Corp 3
Sciencast Management LP 3
GHP Investment Advisors, Inc. 3
Point72 Asia (Singapore) Pte. Ltd. 3
Point72 Hong Kong Ltd 3
Baird Financial Group, Inc. 3
Itau Unibanco Holding S.A. 3
Stifel Nicolaus & Co Inc \mo\ 3
Virtus Investment Advisers, Inc. 3
Commonwealth Bank Of Australia 3
Schroder Investment Management Group 3
Westpac Banking Corp 3
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3
Suffolk Capital Management Llc 3
Corebridge Financial, Inc. 3
Zazove Associates Llc 3
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 3
Highlander Capital Management, LLC 3
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 3
Capula Management Ltd 3
First Personal Financial Services 3
Rothschild Investment Llc 3
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 3
Beck Capital Management, Llc 3
Deere & Co 3
Advance Capital I Inc 3
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 3
Independent Portfolio Consultants, Inc. 3
Catalyst Funds Management Pty Ltd 3
HWAY - Themes ETF Trust - Themes US Infrastructure ETF 3
Oppenheimer Funds Inc 3
Handelsbanken Fonder AB 3
Riverhead Capital Management Llc 3
CIBC Private Wealth Group, LLC 3
State of Tennessee, Treasury Department 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 3
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 3
R Squared Ltd 3
Louisiana State Employees Retirement System 3
Veritable, L.P. 3
Thompson Davis & Co., Inc. 3
Friess Associates Llc 3
Hsbc Holdings Plc 3
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 3
Rialto Wealth Management, LLC 3
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
Klp Kapitalforvaltning As 3
Police & Firemen's Retirement System of New Jersey 3
Wealthspire Advisors, L.P. 3
Catapult Capital Management Llc 3
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 3
Index Management Solutions, LLC 3
Transce3nd, LLC 3
Impala Asset Management LLC 3
Hodges Capital Management Inc. 3
Placemark Investments, Inc. 3
Endurance Wealth Management, Inc. 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
Jane Street Holding, LLC 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
Munder Capital Management 3
Sei Trust Co 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
Man Investments Ltd 3
Societe Generale 3
Amundi 3
Cascade Investment Advisors, Inc. 3
EBI - RBB Fund Trust - Longview Advantage ETF 3
Tortoise Investment Management, LLC 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
Twin Capital Management Inc 3
Nuveen, LLC 3
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3
Boston Advisors Llc 3
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 3
Brown Advisory Inc 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 3
Elite Wealth Management, Inc. 3
Xact Kapitalforvaltning AB 3
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 3
Etf Managers Group, Llc 3
Plante Moran Financial Advisors, LLC 3
Teton Westwood Funds 3
Cornerstone Advisors, Inc. 3
Jennison Associates Llc 3
Herndon Capital Management Llc 3