Real Estate Agents And Managers - 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 30
Citadel Advisors Llc 30
Proequities, Inc. 29
UBS Group AG 27
Jpmorgan Chase & Co 27
Jane Street Group, Llc 26
Bank Of America Corp /de/ 26
Wells Fargo & Company/mn 26
Royal Bank Of Canada 26
Susquehanna International Group, Llp 26
Deutsche Bank Ag\ 25
Citigroup Inc 25
Barclays Plc 25
Goldman Sachs Group Inc 24
State Street Corp 23
BlackRock, Inc. 23
Nuveen Asset Management, LLC 23
Fmr Llc 23
Millennium Management Llc 23
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 22
Credit Suisse Ag/ 22
Lazard Asset Management Llc 22
Tower Research Capital LLC (TRC) 22
New York State Common Retirement Fund 22
Bnp Paribas Arbitrage, Sa 22
Css Llc/il 22
Verition Fund Management LLC 21
Geode Capital Management, Llc 21
Jefferies Group LLC 21
SG Americas Securities, LLC 21
Marshall Wace, Llp 20
Walleye Capital LLC 20
Russell Investments Group, Ltd. 20
Virtu Financial LLC 20
Manufacturers Life Insurance Company, The 20
Bank of New York Mellon Corp 20
D. E. Shaw & Co., Inc. 20
Invesco Ltd. 20
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 20
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 19
Hrt Financial Lp 19
Two Sigma Investments, Lp 19
Parallax Volatility Advisers, L.P. 19
Vanguard Group Inc 19
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 19
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 19
Nomura Holdings Inc 19
Northwestern Mutual Wealth Management Co 19
Northern Trust Corp 19
Captrust Financial Advisors 18
Balyasny Asset Management Llc 18
Pnc Financial Services Group, Inc. 18
Point72 Asset Management, L.P. 18
Renaissance Technologies Llc 18
Charles Schwab Investment Management Inc 18
Bank Of Montreal /can/ 18
Calamos Advisors LLC 17
Legal & General Group Plc 17
Price T Rowe Associates Inc /md/ 17
Gsa Capital Partners Llp 17
Aqr Capital Management Llc 17
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 17
Boothbay Fund Management, Llc 17
Strs Ohio 17
XTX Topco Ltd 17
California State Teachers Retirement System 17
Cubist Systematic Strategies, LLC 17
Federated Hermes, Inc. 16
Parametric Portfolio Associates Llc 16
Quadrant Capital Group Llc 16
Hsbc Holdings Plc 16
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 16
Macquarie Group Ltd 16
American International Group, Inc. 16
Simplex Trading, Llc 16
Capstone Investment Advisors, Llc 16
Man Group plc 16
Ubs Asset Management Americas Inc 16
Squarepoint Ops LLC 16
Alliancebernstein L.p. 16
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 16
Nisa Investment Advisors, Llc 16
Thrivent Financial For Lutherans 16
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 16
Two Sigma Securities, Llc 16
Wolverine Trading, Llc 16
Group One Trading, L.p. 16
Rhumbline Advisers 16
Voya Investment Management Llc 16
Dimensional Fund Advisors Lp 16
Prudential Financial Inc 15
Raymond James & Associates 15
Quantbot Technologies LP 15
Wolverine Asset Management Llc 15
Zurcher Kantonalbank (Zurich Cantonalbank) 15
Centiva Capital, LP 15
Schonfeld Strategic Advisors LLC 15
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 15
Us Bancorp \de\ 15
Engineers Gate Manager LP 15
Cwm, Llc 15
Qube Research & Technologies Ltd 15
EverSource Wealth Advisors, LLC 15
Amalgamated Bank 15
Pacer Advisors, Inc. 15
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 15
Walleye Trading LLC 15
Envestnet Asset Management Inc 15
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 15
Prelude Capital Management, Llc 15
Ameriprise Financial Inc 15
Creative Planning 15
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 15
Advisor Group Holdings, Inc. 15
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 14
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 14
Guggenheim Capital Llc 14
First Horizon Advisors, Inc. 14
Dynamic Technology Lab Private Ltd 14
Neuberger Berman Group LLC 14
Jefferies Financial Group Inc. 14
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 14
Comerica Bank 14
Parkside Financial Bank & Trust 14
Tudor Investment Corp Et Al 14
Point72 Hong Kong Ltd 14
Victory Capital Management Inc 14
Norges Bank 14
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 14
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 14
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 14
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 14
Arrowstreet Capital, Limited Partnership 14
Paloma Partners Management Co 14
LPL Financial LLC 14
KBC Group NV 14
Principal Financial Group Inc 14
Franklin Resources Inc 14
Ergoteles LLC 14
American Century Companies Inc 14
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 14
IFP Advisors, Inc 14
Panagora Asset Management Inc 14
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 14
Magnetar Financial LLC 14
Mackay Shields Llc 14
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 14
Ameritas Investment Partners, Inc. 14
Acadian Asset Management Llc 14
Sei Investments Co 14
Jacobs Levy Equity Management, Inc 14
Signaturefd, Llc 14
Trexquant Investment LP 14
Public Employees Retirement System Of Ohio 14
Allianz Asset Management GmbH 14
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 14
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 14
New York State Teachers Retirement System 14
Quadrature Capital Ltd 14
State of Wyoming 13
Bridgeway Capital Management Inc 13
Metropolitan Life Insurance Co/ny 13
Wellington Management Group Llp 13
State Board Of Administration Of Florida Retirement System 13
Federation des caisses Desjardins du Quebec 13
Fifth Third Bancorp 13
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 13
LMR Partners LLP 13
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 13
Teacher Retirement System Of Texas 13
HighTower Advisors, LLC 13
State Of Wisconsin Investment Board 13
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13
Jump Financial, LLC 13
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 13
MetLife Investment Management, LLC 13
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 13
Lord, Abbett & Co. Llc 13
Los Angeles Capital Management Llc 13
Two Sigma Advisers, Lp 13
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 13
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 13
BlueCrest Capital Management Ltd 13
Great West Life Assurance Co /can/ 13
Steward Partners Investment Advisory, Llc 13
Truist Financial Corp 13
Nuveen, LLC 13
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 13
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 13
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 13
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 13
Advent Claymore Convertible Securities & Income Fund 13
Swiss National Bank 13
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 13
ProShare Advisors LLC 13
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 13
ExodusPoint Capital Management, LP 13
First Trust Advisors Lp 13
Parallel Advisors, LLC 13
Ionic Capital Management LLC 13
Toronto Dominion Bank 13
Bessemer Group Inc 13
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 13
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 13
Oxford Asset Management Llp 13
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 12
Arizona State Retirement System 12
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 12
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 12
Huntington National Bank 12
Private Capital Group, LLC 12
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 12
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 12
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 12
State of Tennessee, Treasury Department 12
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 12
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 12
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 12
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 12
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 12
Profunds - Profund Vp Small-cap 12
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 12
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 12
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 12
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 12
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 12
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 12
PENN SERIES FUNDS INC - Small Cap Index Fund 12
Davidson Kempner Capital Management Lp 12
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 12
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 12
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 12
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 12
Rockefeller Capital Management L.P. 12
SBI Securities Co., Ltd. 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12
Cutler Group LP 12
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 12
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 12
Amundi 12
IWM - iSHARES TRUST - iShares Russell 2000 ETF 12
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12
Profunds - Profund Vp Ultrasmall-cap 12
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 12
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 12
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 12
Allworth Financial LP 12
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 12
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 12
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 12
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 12
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 12
State of New Jersey Common Pension Fund D 12
Massmutual Trust Co Fsb/adv 12
Dupont Capital Management Corp 12
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 12
VCSLX - VALIC Co I - Small Cap Index Fund 12
SLPIX - Profunds - Small-cap Profund Investor Class 12
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 12
TCI Wealth Advisors, Inc. 12
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 12
NSIDX - Northern Funds - Northern Small Cap Index Fund 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 12
Eaton Vance Management 12
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 12
Hudson Bay Capital Management LP 12
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 12
Putnam Investments Llc 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 12
California Public Employees Retirement System 12
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 12
Alpine Global Management, LLC 12
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund 12
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 12
Covestor Ltd 12
Rothschild Investment Llc 12
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 11
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 11
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11
Harbour Investments, Inc. 11
Palisade Capital Management Llc/nj 11
Canada Pension Plan Investment Board 11
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 11
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 11
Cnh Partners Llc 11
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 11
Marshall Wace North America L.P. 11
NEXT Financial Group, Inc 11
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 11
Capital Fund Management S.a. 11
PEAK6 Investments LLC 11
IWV - iSHARES TRUST - iShares Russell 3000 ETF 11
Grantham, Mayo, Van Otterloo & Co. LLC 11
Oregon Public Employees Retirement Fund 11
Virginia Retirement Systems Et Al 11
Corebridge Financial, Inc. 11
Point72 (DIFC) Ltd 11
Public Sector Pension Investment Board 11
Fox Run Management, L.l.c. 11
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 11
BNP Paribas Asset Management Holding S.A. 11
O'shaughnessy Asset Management, Llc 11
Mariner, LLC 11
A.R.T. Advisors, LLC 11
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 11
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 11
Alberta Investment Management Corp 11
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 11
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 11
Police & Firemen's Retirement System of New Jersey 11
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 11
Daiwa Securities Group Inc. 11
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 11
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 11
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 11
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 11
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 11
GAMMA Investing LLC 11
Advent Capital Management /de/ 11
Raymond James Financial Inc 11
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 11
Highbridge Capital Management Llc 11
OMERS ADMINISTRATION Corp 11
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 11
Lindbrook Capital, Llc 11
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 11
Farther Finance Advisors, LLC 11
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 11
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 11
Intech Investment Management Llc 11
Assetmark, Inc 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 11
Meeder Asset Management Inc 11
Aigen Investment Management, Lp 11
Advisory Services Network, LLC 11
Schroder Investment Management Group 11
Cerity Partners LLC 11
Sterling Capital Management LLC 11
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 11
Teachers Retirement System Of The State Of Kentucky 11
CIBC Asset Management Inc 11
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 11
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 11
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 11
Allspring Global Investments Holdings, LLC 11
HAP Trading, LLC 11
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 10
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 10
Tiaa Cref Investment Management Llc 10
Natixis 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 10
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 10
Mfs Charter Income Trust 10
Occudo Quantitative Strategies Lp 10
Brevan Howard Capital Management LP 10
Coldstream Capital Management Inc 10
Mfs Multimarket Income Trust 10
Winton Capital Group Ltd 10
Teachers Advisors, Llc 10
GIMFX - GMO TRUST - GMO Implementation Fund 10
Cresset Asset Management, LLC 10
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 10
Weiss Asset Management LP 10
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 10
J. Goldman & Co LP 10
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 10
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 10
Bell Investment Advisors, Inc 10
Caption Management, LLC 10
Y-Intercept (Hong Kong) Ltd 10
Glenmede Trust Co Na 10
Principal Funds Inc 10
Louisiana State Employees Retirement System 10
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 10
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 10
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 10
American Portfolios Advisors 10
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 10
Ellevest, Inc. 10
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 10
K2 Principal Fund, L.p. 10
Janus Henderson Group Plc 10
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 10
Amalgamated Financial Corp. 10
D.a. Davidson & Co. 10
Connor, Clark & Lunn Investment Management Ltd. 10
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 10
Gotham Asset Management, LLC 10
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 10
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 10
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 10
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 10
AdvisorNet Financial, Inc 10
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 10
PDT Partners, LLC 10
Blair William & Co/il 10
Public Employees Retirement Association Of Colorado 10
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 10
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 10
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 10
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 10
Healthcare Of Ontario Pension Plan Trust Fund 10
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 10
Ancora Advisors, LLC 10
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 10
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 10
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 10
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 10
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 10
Athanor Capital, Lp 10
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 10
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 10
FNY Investment Advisers, LLC 10
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 10
Linden Advisors Lp 10
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 10
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 10
Nationwide Fund Advisors 10
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 10
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 10
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 10
Global Retirement Partners, LLC 10
Robeco Institutional Asset Management B.V. 10
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 10
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 10
Ladenburg Thalmann Financial Services Inc 10
Versant Capital Management, Inc 10
Glassman Wealth Services 10
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 10
Seven Eight Capital, Lp 10
Point72 Asia (Singapore) Pte. Ltd. 10
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 10
Advisor Group, Inc. 10
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 10
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 10
Nomura Asset Management Co Ltd 10
PineBridge Investments, L.P. 10
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 10
Td Asset Management Inc 10
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 10
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 10
Texas Permanent School Fund 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
APG Asset Management N.V. 10
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 10
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 9
Aquatic Capital Management LLC 9
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 9
National Bank Of Canada /fi/ 9
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 9
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 9
Principal Securities, Inc. 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 9
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 9
Citizens Financial Group Inc/ri 9
Corton Capital Inc. 9
Stratos Wealth Partners, LTD. 9
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 9
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 9
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 9
Atom Investors LP 9
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 9
MUFG Americas Holdings Corp 9
Dark Forest Capital Management Lp 9
DekaBank Deutsche Girozentrale 9
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 9
Berman Capital Advisors, LLC 9
Mirae Asset Global Investments Co., Ltd. 9
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 9
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 9
Larson Financial Group LLC 9
First Republic Investment Management, Inc. 9
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 9
Jones Financial Companies Lllp 9
First Quadrant L P/ca 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
Alyeska Investment Group, L.P. 9
Benjamin F. Edwards & Company, Inc. 9
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 9
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 9
Carroll Financial Associates, Inc. 9
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 9
Ronald Blue Trust, Inc. 9
Algert Global Llc 9
Nordea Investment Management Ab 9
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 9
Exchange Traded Concepts, Llc 9
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 9
Harbor Capital Advisors, Inc. 9
Graham Capital Management, L.P. 9
Zacks Investment Management 9
Stifel Financial Corp 9
First Manhattan Co 9
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 9
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 9
BlackRock Advisors LLC 9
True Wealth Design, LLC 9
BlackRock Fund Advisors 9
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 9
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 9
Hbk Investments L P 9
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 9
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 9
Piedmont Investment Advisors Llc 9
Shell Asset Management Co 9
BlackRock Investment Management, LLC 9
Yousif Capital Management, Llc 9
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 9
Profund Advisors Llc 9
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 9
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 9
Handelsbanken Fonder AB 9
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 9
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 9
Gemmer Asset Management LLC 9
Commonwealth Equity Services, Llc 9
Ensign Peak Advisors, Inc 9
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 9
Brandywine Global Investment Management, LLC 9
Manchester Capital Management LLC 9
Aperio Group, LLC 9
Hartland & Co., LLC 9
Voloridge Investment Management, Llc 9
Royce & Associates Lp 9
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 9
Mitsubishi UFJ Trust & Banking Corp 9
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 9
PEAK6 Investments, L.P. 9
Quarry LP 9
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF 9
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 9
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 9
Umb Bank N A/mo 9
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 9
Driehaus Capital Management Llc 9
Wipfli Financial Advisors Llc, 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 9
RidgeWorth Capital Management LLC 9
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 9
Credit Agricole S A 9
Cetera Investment Advisers 9
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 9
Ubs Oconnor Llc 9
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 9
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares 9
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund 9
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund 9
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 9
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund 9
GWM Advisors LLC 9
Geneos Wealth Management Inc. 9
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 9
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 9
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 9
Mutual Of America Capital Management Llc 9
Capital Performance Advisors Llp 9
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 9
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 9
Pathstone Family Office, Llc 9
Spark Investment Management LLC 9
Paradigm Asset Management Co Llc 9
Penserra Capital Management LLC 9
Axa S.a. 9
Calamos Global Dynamic Income Fund 9
Smartleaf Asset Management LLC 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
Oppenheimer Funds Inc 9
Gabelli Funds Llc 9
Skopos Labs, Inc. 9
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 9
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 9
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 9
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 8
Quantitative Systematic Strategies LLC 8
NOSGX - Northern Funds - Northern Small Cap Value Fund 8
Proficio Capital Partners LLC 8
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 8
Counterpoint Mutual Funds LLC 8
Campbell & CO Investment Adviser LLC 8
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 8
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 8
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 8
Amundi Pioneer Asset Management Inc 8
VDAFX - VALIC Co I - Dynamic Allocation Fund 8
Versor Investments LP 8
Ubs Ag 8
State of Alaska, Department of Revenue 8
Aristeia Capital Llc 8
Caxton Associates Lp 8
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 8
CoreCap Advisors, LLC 8
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 8
Sandy Spring Bank 8
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 8
Sherbrooke Park Advisers Llc 8
Polar Asset Management Partners Inc. 8
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 8
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 8
Sculptor Capital LP 8
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 8
Catalyst Funds Management Pty Ltd 8
Cornerstone Capital Management Holdings Llc. 8
Spire Wealth Management 8
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 8
Blueshift Asset Management, LLC 8
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 8
Raymond James Financial Services Advisors, Inc. 8
Farmers & Merchants Investments Inc 8
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 8
Oppenheimer & Co Inc 8
Quantamental Technologies LLC 8
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares 8
Loomis Sayles & Co L P 8
Plante Moran Financial Advisors, LLC 8
Whitebox Advisors Llc 8
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 8
Mackenzie Financial Corp 8
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 8
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 8
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 8
BlackRock Institutional Trust Company, N.A. 8
Martingale Asset Management L P 8
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 8
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 8
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 8
Calamos Dynamic Convertible & Income Fund 8
Calamos Convertible & High Income Fund 8
Baker Avenue Asset Management, LP 8
Cipher Capital LP 8
Diversified Trust Co 8
Capital Advisors, Ltd. LLC 8
Landscape Capital Management, L.l.c. 8
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 8
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 8
Vident Investment Advisory, LLC 8
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 8
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 8
Soros Fund Management Llc 8
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 8
Empowered Funds, LLC 8
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 8
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 8
Laurion Capital Management LP 8
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 8
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 8
Wealthspire Advisors, L.P. 8
Advanced Series Trust - Ast Small-cap Growth Portfolio 8
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 8
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 8
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 8
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 8
QS Investors, LLC 8
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 8
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 8
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 8
Brown Brothers Harriman & Co 8
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 8
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 8
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 8
NN Investment Partners Holdings N.V. 8
Calamos Convertible Opportunities & Income Fund 8
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 8
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 8
BlackRock Group LTD 8
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 8
Boston Partners 8
Holocene Advisors, LP 8
Menta Capital Llc 8
Point72 Middle East FZE 8
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 8
BRYN MAWR TRUST Co 8
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 8
Mason Street Advisors, Llc 8
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 8
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 8
Whittier Trust Co 8
Etf Managers Group, Llc 8
Alps Advisors Inc 8
Ci Investments Inc. 8
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 8
Hexagon Capital Partners LLC 8
Quantinno Capital Management LP 8
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 8
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 8
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8
Bayesian Capital Management, LP 8
Rehmann Capital Advisory Group 8
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
Skandinaviska Enskilda Banken AB (publ) 8
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 8
Janney Montgomery Scott LLC 8
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 8
Klp Kapitalforvaltning As 8
Caitong International Asset Management Co., Ltd 8
Great Lakes Advisors, Llc 8
Calamos Global Total Return Fund 8
Quinn Opportunity Partners LLC 8
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 8
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 8
JustInvest LLC 8
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 8
RSSL - Global X Funds - Global X Russell 2000 ETF 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 8
Maryland State Retirement & Pension System 8
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 8
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 8
College Retirement Equities Fund 8
Natixis Advisors, L.p. 8
Enterprise Financial Services Corp 8
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 8
Clear Street Markets Llc 8
EAM Investors, LLC 8
Jfs Wealth Advisors, Llc 8
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 8
Oaktree Capital Management Lp 8
EntryPoint Capital, LLC 8
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 8
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 8
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 8
Petrus Trust Company, LTA 8
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 8
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
Belpointe Asset Management LLC 8
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 8
Twin Tree Management, LP 8
Municipal Employees' Retirement System of Michigan 8
Avantax Advisory Services, Inc. 7
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 7
United Services Automobile Association 7
BlackRock Credit Strategies Fund 7
Avion Wealth 7
Pinnacle Wealth Planning Services, Inc. 7
BlackRock Japan Co. Ltd 7
Guggenheim Active Allocation Fund 7
R Squared Ltd 7
Quent Capital, LLC 7
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 7
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 7
Orion Portfolio Solutions, LLC 7
Cambridge Investment Research Advisors, Inc. 7
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 7
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 7
Meridian Wealth Partners, LLC 7
Twinbeech Capital Lp 7
Mirabella Financial Services Llp 7
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 7
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 7
Golden State Wealth Management, LLC 7
Mercer Global Advisors Inc /adv 7
Boston Private Wealth Llc 7
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 7
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 7
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 7
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 7
First Hawaiian Bank 7
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 7
Susquehanna Fundamental Investments, Llc 7
Anson Funds Management LP 7
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 7
Capstone Asset Management Co 7
Toroso Investments, LLC 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 7
Pineridge Advisors LLC 7
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 7
Independent Portfolio Consultants, Inc. 7
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 7
State Farm Mutual Fund Trust 7
State Farm Variable Product Trust 7
Weld Capital Management Llc 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 7
International Assets Investment Management, Llc 7
Vivaldi Asset Management, LLC 7
Ground Swell Capital, LLC 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 7
Innealta Capital, Llc 7
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 7
Snowden Capital Advisors LLC 7
NumerixS Investment Technologies Inc 7
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 7
Pictet Asset Management Holding SA 7
TD Waterhouse Canada Inc. 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 7
AMP Capital Investors Ltd 7
Sutton Wealth Advisors Inc. 7
Dunhill Financial, LLC 7
MAI Capital Management 7
NewSquare Capital LLC 7
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 7
Oppenheimer Asset Management Inc. 7
Levin Capital Strategies, L.p. 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 7
CI Private Wealth, LLC 7
Readystate Asset Management Lp 7
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 7
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 7
FDx Advisors, Inc. 7
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 7
Stevens Capital Management Lp 7
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 7
Commonwealth Bank Of Australia 7
Teza Capital Management LLC 7
Headlands Technologies LLC 7
Vanguard World Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7
Gradient Investments LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 7
DLD Asset Management, LP 7
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7
Hartford Mutual Funds Inc/ct 7
SRS Capital Advisors, Inc. 7
Cornerstone Advisors, Inc. 7
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 7
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 7
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 7
Private Trust Co Na 7
Smith Asset Management Group Lp 7
Wbi Investments, Inc. 7
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 7
Duncker Streett & Co Inc 7
Intrinsic Edge Capital Management LLC 7
First Mercantile Trust Co 7
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 7
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 7
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 7
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 7
Apollo Management Holdings, L.P. 7
Senvest Management, LLC 7
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
Assenagon Asset Management S.A. 7
Sowell Financial Services LLC 7
Patriot Financial Group Insurance Agency, LLC 7
Bamco Inc /ny/ 7
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 7
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 7
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 7
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 7
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 7
Everence Capital Management Inc 7
Fieldpoint Private Securities, LLC 7
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 7
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 7
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 7
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 7
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 7
Hotchkis & Wiley Capital Management Llc 7
Crossmark Global Holdings, Inc. 7
CIBC Private Wealth Group, LLC 7
Valeo Financial Advisors, LLC 7
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 7
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 7
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 7
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 7
Nine Chapters Capital Management LLC 7
Ellington Management Group Llc 7
AHIVX - American Century Investment Trust - High Income Fund Investor Class 7
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 7
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 7
Suntrust Banks Inc 7
Cibc World Markets Corp 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 7
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 7
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 7
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 7
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 7
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 7
Sumitomo Mitsui Trust Holdings, Inc. 7
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 7
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 7
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 7
Russell Frank Co/ 7
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 7
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 7
Picton Mahoney Asset Management 7
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 7
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 7
Segantii Capital Management Ltd 7
Fuller & Thaler Asset Management, Inc. 7
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 7
Advanced Series Trust - Ast Small-cap Value Portfolio 7
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 7
Hantz Financial Services, Inc. 7
Blackrock Corporate High Yield Fund, Inc. 7
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 7
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 7
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 7
Catalyst Capital Advisors LLC 7
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 7
M&t Bank Corp 7
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 7
HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF 7
Clearbridge Investments, LLC 7
LS Investment Advisors, LLC 7
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 7
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 7
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
RBF Capital, LLC 7
Fortitude Advisory Group L.L.C. 7
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 7
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 7
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 7
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 7
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 7
National Asset Management, Inc. 7
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 7
EMG Holdings, L.P. 7
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 7
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 7
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 7
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 7
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 7
Kcg Holdings, Inc. 7
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 7
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 7
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 7
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 7
Venture Visionary Partners LLC 7
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 6
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 6
Calamos Strategic Total Return Fund 6
Acrospire Investment Management LLC 6
Symphony Asset Management Llc 6
Salem Investment Counselors Inc 6
Gts Securities Llc 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
Schubert & Co 6
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 6
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 6
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 6
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 6
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 6
Bluefin Capital Management, Llc 6
Pictet Asset Management Sa 6
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 6
Thompson Siegel & Walmsley Llc 6
Winslow, Evans & Crocker, Inc. 6
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 6
Chicago Equity Partners Llc 6
Isomer Partners LP 6
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 6
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 6
Sonora Investment Management, LLC 6
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 6
Alera Investment Advisors, LLC 6
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 6
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 6
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Prudential Plc 6
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 6
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 6
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 6
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 6
Investors Research Corp 6
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 6
SJS Investment Consulting Inc. 6
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 6
Wealth Enhancement Advisory Services, Llc 6
Invictus RG 6
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 6
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 6
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 6
Jupiter Asset Management Ltd 6
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H 6
HHH - ETF Managers Trust - ETFMG Real Estate Tech ETF 6
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 6
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 6
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 6
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 6
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 6
Vanguard Index Funds 6
Vestcor Inc 6
Nbc Securities, Inc. 6
UMA Financial Services, Inc. 6
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 6
Pearl River Capital, LLC 6
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 6
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 6
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 6
Pathstone Holdings, LLC 6
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 6
NSGRX - Northern Funds - Northern Small Cap Core Fund 6
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 6
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 6
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 6
nVerses Capital, LLC 6
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 6
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 6
Advisors Asset Management, Inc. 6
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 6
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 6
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 6
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 6
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 6
Belvedere Trading LLC 6
Avantax Planning Partners, Inc. 6
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 6
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 6
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 6
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 6
Bowling Portfolio Management LLC 6
Vontobel Holding Ltd. 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 6
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 6
Alphacrest Capital Management Llc 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 6
Kennedy Capital Management, Inc. 6
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 6
Waddell & Reed Financial Inc 6
Gamco Investors, Inc. Et Al 6
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 6
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 6
Ssi Investment Management Llc 6
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 6
Disciplined Investments, LLC 6
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 6
Maven Securities LTD 6
Managed Account Advisors Llc 6
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 6
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
Mckinley Capital Management Llc /delaware 6
CENTRAL TRUST Co 6
Globeflex Capital L P 6
Sunbelt Securities, Inc. 6
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 6
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 6
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 6
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 6
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 6
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 6
Calamos Wealth Management LLC 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 6
Aviva Plc 6
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 6
Ameritas Advisory Services, LLC 6
Spot Trading L.L.C 6
Duality Advisers, Lp 6
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 6
Penn Capital Management Co Inc 6
Mml Investors Services, Llc 6
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 6
Employees Retirement System of Texas 6
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 6
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 6
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 6
Monashee Investment Management LLC 6
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 6
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 6
Beryl Capital Management LLC 6
Hancock Whitney Corp 6
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 6
Illinois Municipal Retirement Fund 6
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 6
Howe & Rusling Inc 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
Harel Insurance Investments & Financial Services Ltd. 6
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 6
Edmond De Rothschild Holding S.a. 6
Evoke Wealth, Llc 6
Jpmorgan Trust Iii 6
Lsv Asset Management 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 6
Moore Capital Management, Lp 6
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 6
Td Private Client Wealth Llc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 6
FourThought Financial, LLC 6
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 6
Brinker Capital Investments, LLC 6
Advisory Research Inc 6
Lombard Odier Asset Management (USA) Corp 6
Emerald Mutual Fund Advisers Trust 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 6
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 6
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 6
Prospera Financial Services Inc 6
Compagnie Lombard Odier SCmA 6
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 6
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 6
MYDA Advisors LLC 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
WFG Advisors, LP 6
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 6
Shaolin Capital Management LLC 6
AHL Partners LLP 6
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 6
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 6
Arden Investment Series Trust 6
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 6
Advanced Series Trust - Ast Advanced Strategies Portfolio 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 6
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 6
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 6
Veriti Management LLC 6
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 6
Xact Kapitalforvaltning AB 6
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 6
Ajo, Lp 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 6
IWC - iSHARES TRUST - iShares Micro-Cap ETF 6
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 6
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 6
Context Capital Management, LLC 6
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 6
Nebula Research & Development LLC 6
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 6
Sei Trust Co 6
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 6
Tiaa-cref Funds 6
Parametrica Management Ltd 6
Cullen/frost Bankers, Inc. 6
Profunds - Profund Vp Small-cap Value 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
Stone Ridge Asset Management LLC 6
Keebeck Alpha, LP 6
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 6
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 6
Zions Bancorporation 6
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 6
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 6
Stephens Consulting, LLC 6
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 6
Centersquare Investment Management Llc 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 6
SECOR Capital Advisors, LP 6
Asset Management One Co., Ltd. 6
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 6
FLDFX - Meeder Funds - BALANCED FUND Retail Class 6
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 6
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
AE Wealth Management LLC 6
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 6
Harbor Investment Advisory, Llc 6
Harvest Group Wealth Management, Llc 6
Bokf, Na 6
Private Advisor Group, LLC 6
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 6
Barrow Hanley Mewhinney & Strauss Llc 6
Humankind Benefit Corp - Humankind US Stock ETF 6
Bogle Investment Management L P /de/ 6
Freestone Capital Holdings, LLC 6
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity 6
Tarbox Family Office, Inc. 6
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 6
Private Wealth Management Group, LLC 6
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 6
Stephens Inc /ar/ 6
Worth Venture Partners, LLC 6
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 6
Guardian Wealth Advisors, LLC 6
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
Liberty Mutual Group Asset Management Inc. 6
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6
Seacrest Wealth Management, Llc 6
Ethic Inc. 6
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 6
QCVAX - Clearwater Investment Trust - Clearwater International Fund 6
Institutional & Family Asset Management, Llc 6
Kohlberg Kravis Roberts & Co. L.P. 6
Blackrock Debt Strategies Fund, Inc. 6
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 6
GAM Holding AG 6
Quest Partners LLC 6
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 6
Airain ltd 6
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 6
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 6
Eqis Capital Management, Inc. 6
Blackrock Ltd Duration Income Trust 6
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 6
Synovus Financial Corp 6
Zebra Capital Management LLC 6
Riverhead Capital Management Llc 6
Barings Llc 6
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 6
Emerald Acquisition Ltd. 6
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 6
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 6
Activest Wealth Management 6
Creative Financial Designs Inc /adv 6
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 6
Vantagepoint Funds 6
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 6
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 6
Elequin Capital Lp 6
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 6
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 6
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 6
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 6
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 6
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 6
Numeric Investors Llc 6
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 5
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 5
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 5
Baystate Wealth Management LLC 5
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 5
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 5
DRW Securities, LLC 5
Kerrisdale Advisers, LLC 5
Agf Investments Inc. 5
IMC-Chicago, LLC 5
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 5
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
Evergreen Capital Management Llc 5
Vantage Consulting Group Inc 5
Bridgewater Associates, LP 5
Denali Advisors Llc 5
Clearline Capital LP 5
Allianzgi Equity & Convertible Income Fund 5
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 5
Wolff Wiese Magana Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 5
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 5
Emerald Advisers, Llc 5
Trust Co Of Vermont 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
Copper Rock Capital Partners, LLC 5
Arkadios Wealth Advisors 5
BBT Capital Management, LLC 5
Banque Transatlantique SA 5
Kistler-Tiffany Companies, LLC 5
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 5
Baldwin Brothers Inc/ma 5
Clark Estates Inc/ny 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 5
III Capital Management 5
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 5
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 5
Kingsview Wealth Management, LLC 5
SpiderRock Advisors, LLC 5
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
Steelhead Partners Llc 5
Omnia Family Wealth, LLC 5
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 5
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 5
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 5
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 5
FIL Ltd 5
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 5
FineMark National Bank & Trust 5
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 5
Brewin Dolphin Ltd 5
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 5
New Amsterdam Partners Llc/ny 5
Financial Architects, Inc 5
Tfs Capital Llc 5
C M Bidwell & Associates Ltd 5
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 5
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 5
Convergence Investment Partners, LLC 5
Ropes Wealth Advisors Llc 5
Glazer Capital, Llc 5
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 5
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 5
Baird Financial Group, Inc. 5
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 5
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 5
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 5
San Francisco Sentry Investment Group (ca) 5
Colonial Trust Advisors 5
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 5
Vanguard Horizon Funds 5
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 5
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 5
Caisse De Depot Et Placement Du Quebec 5
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 5
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 5
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 5
Evercore Wealth Management, LLC 5
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 5
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 5
AlphaMark Advisors, LLC 5
Meadow Creek Investment Management LLC 5
ETRADE Capital Management LLC 5
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 5
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 5
Optiver Holding B.V. 5
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 5
Csenge Advisory Group 5
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 5
Echo Street Capital Management LLC 5
Venator Capital Management Ltd. 5
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 5
Vanguard Whitehall Funds 5
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 5
Shenkman Capital Management Inc 5
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 5
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 5
FORA Capital, LLC 5
Virtus Investment Advisers, Inc. 5
Reilly Financial Advisors, Llc 5
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 5
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 5
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 5
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 5
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 5
SG3 Management, LLC 5
Money Concepts Capital Corp 5
Weiss Strategic Interval Fund 5
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 5
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
Savant Capital, LLC 5
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 5
Cambria Investment Management, L.P. 5
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 5
1832 Asset Management L.P. 5
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 5
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 5
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 5
Trustcore Financial Services, Llc 5
Fir Tree Capital Management Lp 5
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 5
Harvest Fund Management Co., Ltd 5
Axq Capital, Lp 5
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 5
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 5
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 5
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 5
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 5
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5
CIBC World Markets Inc. 5
Bluefin Trading, LLC 5
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 5
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 5
Nuveen S&p 500 Dynamic Overwrite Fund 5
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 5
We Are One Seven, LLC 5
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 5
Chartwell Investment Partners, Llc 5
Prime Capital Investment Advisors, LLC 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
Clinton Group Inc 5
Inceptionr Llc 5
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 5
SVPIX - Profunds - Small-cap Value Profund Investor Class 5
GV Financial Advisors 5
Elkfork Partners LLC 5
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 5
Blackstone Group Inc 5
Yorktown Management & Research Co Inc 5
Eagle Asset Management Inc 5
Numerai GP LLC 5
EBI - RBB Fund Trust - Longview Advantage ETF 5
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 5
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 5
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 5
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 5
Koshinski Asset Management, Inc. 5
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 5
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 5
Fred Alger Management, Llc 5
Angelo Gordon & Co., L.p. 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
Marcum Wealth, LLC 5
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 5
Anchor Capital Advisors Llc 5
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
Whipplewood Advisors, LLC 5
Simon Quick Advisors, Llc 5
Cowen And Company, Llc 5
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 5
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 5
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 5
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 5
Legg Mason Bw Global Income Opportunities Fund Inc. 5
QVT Financial LP 5
Shelton Capital Management 5
Summit Trail Advisors, Llc 5
Cornercap Investment Counsel Inc 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 5
Pitcairn Co 5
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Jacobi Capital Management LLC 5
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 5
Brookfield Asset Management Inc. 5
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 5
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 5
Six Circles Trust - Six Circles Credit Opportunities Fund 5
Retirement Systems of Alabama 5
FNY Managed Accounts LLC 5
Taconic Capital Advisors LP 5
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 5
Granite Investment Partners, LLC 5
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 5
Tributary Capital Management, LLC 5
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 5
Securian Asset Management, Inc 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
361 Capital Llc 5
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 5
Concord Wealth Partners 5
Princeton Alpha Management LP 5
Old Mutual Global Investors (UK) Ltd. 5
River & Mercantile Asset Management Llp 5
Wetherby Asset Management Inc 5
SAC Capital Advisors LP 5
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 5
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
Qrg Capital Management, Inc. 5
Element Capital Management Llc 5
Absolute Return Capital, LLC 5
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 5
Vident Advisory, LLC 5
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 5
VTL Associates, LLC 5
Riverview Trust Co 5
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 5
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 5
1st Global Advisors, Inc. 5
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 5
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 5
People's United Financial, Inc. 5
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 5
MASTER BOND LLC - Master Total Return Portfolio 5
Irish Life Investment Managers Ltd. 5
Bartlett & Co. LLC 5
Systematic Financial Management Lp 5
Fortitude Family Office, LLC 5
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 5
Twin Peaks Wealth Advisors, LLC 5
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 5
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 5
Zions Bancorporation, N.A. 5
Ameritas Investment Corp 5
Neuberger Berman High Yield Strategies Fund Inc. 5
PENN SERIES FUNDS INC - International Equity Fund 5
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 5
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 5
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 5
MBOVX - M FUND INC - M Large Cap Value Fund 5
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 5
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 5
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
Jain Global LLC 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
RBB FUND, INC. - Aquarius International Fund 5
Lake Street Advisors Group, Llc 5
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 5
Old National Bancorp /in/ 5
Luxor Capital Group, LP 5
Water Island Capital Llc 5
DiNuzzo Private Wealth, Inc. 5
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 5
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 5
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 5
Bank Of Nova Scotia 5
Pictet Asset Management Ltd 5
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 5
Ieq Capital, Llc 5
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 5
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 5
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 5
Flow Traders U.s. Llc 5
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 5
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 5
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 5
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 5
Financial Advocates Investment Management 5
Fiera Capital Corp 5
DAACX - Adviser Managed Trust - Diversified Equity Fund 5
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 5
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 5
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 5
Bancroft Fund Ltd 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
Formula Growth Ltd 5
Weiss Multi-Strategy Advisers LLC 5
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 5
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 5
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 5
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 5
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
Carlson Capital L P 5
Old Mission Capital Llc 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
Boston Advisors Llc 5
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 5
Crewe Advisors LLC 5
Financial Gravity Companies, Inc. 5
Universal- Beteiligungs- und Servicegesellschaft mbH 5
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 5
Rafferty Asset Management, LLC 5
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 5
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 5
MetLife Securities, Inc 5
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 5
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 5
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 5
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 5
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 5
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 5
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 5
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 5
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 5
Sawtooth Solutions, LLC 5
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 5
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 5
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 5
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 5
Putnam Master Intermediate Income Trust 5
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 5
Gratia Capital, Llc 5
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 5
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 5
Alpha Windward Llc 5
Bb&t Securities, Llc 5
ClariVest Asset Management LLC 5
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 5
Hillsdale Investment Management Inc. 5
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 5
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 5
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 5
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 5
State Of Michigan Retirement System 5
Byrne Asset Management LLC 5
Aspire Private Capital, LLC 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 5
Nicholas Investment Partners, LP 5
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 5
Caas Capital Management Lp 5
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 5
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 5
Timber Hill LLC 5
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 5
Putnam Premier Income Trust 5
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 5
HST Ventures, LLC 5
USA Financial Portformulas Corp 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 5
Northern Trust Co Of Connecticut 5
WASHINGTON TRUST Co 5
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 5
Peak6 Llc 5
Profunds - Profund Vp Oil & Gas 5
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 5
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 5
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 5
Massachusetts Financial Services Co /ma/ 5
TCELX - T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund 5
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 5
Steward Financial Group LLC 5
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 5
Hartford Series Fund Inc 5
Tcwp Llc 5
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 4
Gateway Investment Advisers Llc 4
Sumitomo Mitsui DS Asset Management Company, Ltd 4
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
Sage Mountain Advisors LLC 4
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 4
Pnc Funds 4
Philadelphia Financial Management of San Francisco, LLC 4
Hemington Wealth Management 4
High Note Wealth, LLC 4
Sandler Capital Management 4
Global X Funds 4
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 4
GPS Wealth Strategies Group, LLC 4
CenterStar Fund, LLC 4
Castle Creek Arbitrage, LLC 4
25 Llc 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 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
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 4
Gideon Capital Advisors, Inc. 4
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 4
Matarin Capital Management, LLC 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 4
Oppenheimer Quest For Value Funds 4
Covington Capital Management 4
Bridgefront Capital, LLC 4
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 4
SummerHaven Investment Management, LLC 4
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 4
Tradition Wealth Management, LLC 4
Rydex Etf Trust 4
InterOcean Capital Group, LLC 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 4
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 4
Hudock, Inc. 4
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 4
CX Institutional 4
Sofos Investments, Inc. 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 4
Quantitative Investment Management, LLC 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
Qs Batterymarch Financial Management, Inc 4
Mather Group, Llc. 4
TD Capital Management LLC 4
Blackrock Floating Rate Income Trust 4
Blackrock Credit Allocation Income Trust 4
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 4
Pallas Capital Advisors LLC 4
Continuum Advisory, LLC 4
Mizuho Securities Usa Llc 4
Blackrock Multi-sector Income Trust 4
Schechter Investment Advisors, LLC 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 4
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
Old Mutual Customised Solutions (proprietary) Ltd 4
Kkr Income Opportunities Fund 4
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 4
Northwestern Mutual Investment Management Company, Llc 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 4
T. Rowe Price Investment Management, Inc. 4
Kayne Anderson Rudnick Investment Management Llc 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 4
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 4
Accurate Wealth Management, LLC 4
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
Newbridge Financial Services Group, Inc. 4
Winton Diversified Opportunities Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
Sound Income Strategies, LLC 4
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 4
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 4
Atria Wealth Solutions, Inc. 4
683 Capital Management, LLC 4
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 4
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 4
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 4
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
Delphi Private Advisors LLC 4
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 4
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 4
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 4
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4
Scopus Asset Management, L.p. 4
Empyrean Capital Partners, LP 4
Carmichael Hill & Associates, Inc. 4
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 4
Rise Advisors, LLC 4
Cascade Investment Advisors, Inc. 4
CenterStar Asset Management, LLC 4
Alliancebernstein Global High Income Fund Inc 4
Perigon Wealth Management, LLC 4
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
Bedel Financial Consulting, Inc. 4
Raleigh Capital Management Inc. 4
MQS Management LLC 4
Delphia (USA) Inc. 4
Ellsworth Growth & Income Fund Ltd 4
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 4
Wealthcare Advisory Partners LLC 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
Renaissance Group Llc 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
Analytic Investors, LLC 4
Asset Dedication, LLC 4
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 4
Greenleaf Trust 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 4
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 4
Kepos Capital LP 4
Park West Asset Management LLC 4
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 4
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 4
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 4
Private Ocean, LLC 4
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 4
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 4
Jennison Associates Llc 4
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 4
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
Cetera Advisor Networks LLC 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
Cetera Advisors LLC 4
First Capital Advisors Group, LLC. 4
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 4
WealthPLAN Partners, LLC 4
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 4
Mason Street Advisors, Llc 4
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 4
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 4
Ing Groep Nv 4
Brown Advisory Inc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund 4
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 4
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 4
Symmetry Peak Management Llc 4
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 4
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 4
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
Lee Financial Co 4
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class 4
Independent Advisor Alliance 4
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 4
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 4
ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class 4
Zimmer Partners, LP 4
Sciencast Management LP 4
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
Glen Harbor Capital Management LLC 4
First Citizens Bank & Trust Co 4
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 4
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 4
Capital Analysts, Inc. 4
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 4
South Dakota Investment Council 4
G2 Investment Partners Management LLC 4
Affinity Investment Advisors, Llc 4
Ardsley Advisory Partners Lp 4
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 4
Cigna Investments Inc /new 4
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 4
Summit Global Investments 4
Highland Capital Management, Llc 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
Wealthcare Capital Management Llc 4
CHIR - Global X Funds - Global X MSCI China Real Estate ETF 4
Governors Lane LP 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 4
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 4
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
Westside Investment Management, Inc. 4
Vivaldi Capital Management, LLC 4
MARSHALL WACE ASIA Ltd 4
Lido Advisors, LLC 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
Flagship Harbor Advisors, Llc 4
Atlantic Trust, LLC 4
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 4
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 4
BDO Wealth Advisors, LLC 4
Pendal Group Ltd 4
Venturi Wealth Management, LLC 4
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 4
Bb&t Investment Services, Inc. 4
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
Bogart Wealth, LLC 4
Itau Unibanco Holding S.A. 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
Edge Advisors, Llc 4
Invictus RG Pte. Ltd. 4
General Motors Investment Management Corp 4
Cerebellum GP, LLC 4
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
Longfellow Investment Management Co Llc 4
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 4
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 4
Lighthouse Investment Partners, LLC 4
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 4
First National Bank Of Omaha 4
RWC Asset Management LLP 4
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 4
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 4
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 4
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 4
Capital Guardian Trust Co 4
Miller Value Partners, Llc 4
Cowen Group, Inc. 4
Capital World Investors 4
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 4
SGPIX - Profunds - Small-cap Growth Profund Investor Class 4
James Investment Research Inc 4
New Mexico Educational Retirement Board 4
Cornerstone Investment Partners, LLC 4
Tremblant Capital Group 4
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 4
Xponance, Inc. 4
Cambridge Trust Co 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 4
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 4
Camden Asset Management L P /ca 4
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 4
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 4
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 4
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 4
Stonebridge Capital Advisors LLC 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
Westpac Banking Corp 4
Profunds - Profund Vp Small-cap Growth 4
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 4
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 4
Candriam Luxembourg S.C.A. 4
Ledyard National Bank 4
Voya Emerging Markets High Dividend Equity Fund 4
Dubuque Bank & Trust Co 4
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 4
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 4
Advisors Preferred, LLC 4
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 4
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 4
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 4
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 4
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 4
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
Adage Capital Partners Gp, L.l.c. 4
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 4
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 4
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 4
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 4
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 4
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 4
TENOR CAPITAL MANAGEMENT Co., L.P. 4
Moneta Group Investment Advisors Llc 4
Zazove Associates Llc 4
United Capital Financial Advisers, Llc 4
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 4
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 4
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 4
Blackrock Core Bond Trust 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
Karp Capital Management Corp 4
Utah Retirement Systems 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 4
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
Blackrock Floating Rate Income Strategies Fund, Inc. 4
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 4
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 4
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4
Essex Investment Management Co Llc 4
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 4
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 4
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 4
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4
Marathon Trading Investment Management LLC 4
Winfield Associates, Inc. 4
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 4
Arrowgrass Capital Partners (us) Lp 4
Deere & Co 4
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
APBAX - Cavanal Hill Funds - Active Core Fund Investor 4
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I 4
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 4
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 4
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 4
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 4
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 4
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 4
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 4
Jump Trading, LLC 4
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 4
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 4
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 4
Boussard & Gavaudan Investment Management LLP 4
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 4
Gilder Gagnon Howe & Co Llc 4
Marex Group plc 4
Scotia Capital Inc. 4
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
EverPoint Asset Management, LLC 4
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 4
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 4
MCHI - iSHARES TRUST - iShares MSCI China ETF 4
North Star Investment Management Corp. 4
Harvest Management Llc 4
Gabelli Convertible & Income Securities Fund Inc 4
Leuthold Group, Llc 4
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 4
Weber Alan W 4
Global X Management CO LLC 4
Visium Asset Management, LP 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
Atika Capital Management LLC 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 4
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 4
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 4
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 4
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
Sig Brokerage, Lp 4
Integrated Advisors Network LLC 4
Brookfield Real Assets Income Fund Inc. 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
Quantessence Capital LLC 4
Waratah Capital Advisors Ltd. 4
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 4
Banque Cantonale Vaudoise 4
Tradewinds Capital Management, LLC 4
Islay Capital Management, Llc 4
Polymer Capital Management (US) LLC 4
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 4
Oppenheimer Variable Account Funds 4
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 4
Regions Financial Corp 4
Checchi Capital Advisers, LLC 4
New York Life Investment Management Llc 4
Leap Investments Lp 4
Optimum Investment Advisors 4
Woodline Partners LP 4
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 4
GHP Investment Advisors, Inc. 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 4
Pentwater Capital Management LP 4
Aster Capital Management (DIFC) Ltd 4
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 4
Julex Capital Management, Llc 4
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 4
Bailard, Inc. 4
Kestra Investment Management, LLC 4
Ballentine Partners, LLC 4
Prestige Wealth Management Group LLC 4
Northwest & Ethical Investments L.P. 4
Wunderlich Securities, Inc. 4
Easterly Investment Partners Llc 4
Lenox Wealth Advisors, LLC 4
Abound Wealth Management 4
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 4
Liberty Wealth Management Llc 4
Treasurer of the State of North Carolina 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral 4
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 4
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 4
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 4
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 4
Gierl Augustine Investment Management Inc 4
Long Pond Capital, LP 4
Contravisory Investment Management, Inc. 4
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 4
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 4
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 4
LRI Investments, LLC 4
Quest Capital Management Inc /adv 4
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 4
Wealthfront Advisers Llc 4
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4
DeepCurrents Investment Group LLC 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
Tocqueville Asset Management L.p. 4
CWA Asset Management Group, LLC 4
Fortem Financial Group, Llc 4
National Planning Corp 4
Cantor Fitzgerald, L. P. 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
Entropy Technologies, LP 4
Colony Group, LLC 4
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 4
Delta Asset Management Llc/tn 4
MERVX - MERGER FUND VL - The Merger Fund VL 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
Capital Growth Management Lp 4
City Holding Co 4
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 4
Joel Isaacson & Co., LLC 4
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 4
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 4
Susquehanna Portfolio Strategies, LLC 4
Scientech Research LLC 4
Bartlett & Co. Wealth Management Llc 4
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 4
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 4
Neo Ivy Capital Management 4
Plato Investment Management Ltd 4
DnB Asset Management AS 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 4
Magnus Financial Group LLC 4
HHM Wealth Advisors, LLC 4
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 4
Maplelane Capital, Llc 4
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 4
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 4
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 4
Bruce G. Allen Investments, LLC 4
Royce Value Trust Inc 4
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 4
West Paces Advisors Inc. 4
Integral Derivatives, LLC 4
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 4
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 4
FinTrust Capital Advisors, LLC 4
KKR Credit Opportunities Portfolio 4
Saba Capital Management, L.P. 4
Oppenheimer Etf Trust 4
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 4
Maverick Capital Ltd 4
Van Eck Associates Corp 4
Jackson Creek Investment Advisors LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 4
Kestra Advisory Services, LLC 4
Wiley Bros.-aintree Capital, Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Cordant, Inc. 4
Van Berkom & Associates Inc. 4
Enlightenment Research, LLC 4
Nemes Rush Group LLC 4
Johnson Financial Group, Inc. 4
Ontario Teachers Pension Plan Board 4
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 4
Oberweis Asset Management Inc/ 4
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 3
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 3
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
Indaba Capital Management, L.P. 3
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 3
Castle Ridge Investment Management LP 3
Edgestream Partners, L.P. 3
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 3
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
Lombard Odier Asset Management (Switzerland) SA 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
Lombard Odier Asset Management (Europe) Ltd 3
Gupta Wealth Management LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
Corsair Capital Management, L.p. 3
Temasek Holdings (Private) Ltd 3
Sanctuary Wealth Advisors, LLC 3
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 3
Security National Trust Co 3
Highland Capital Management Lp 3
Associated Banc-corp 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 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
Profunds - Profund Vp Financials 3
Profunds - Profund Vp Real Estate 3
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 3
Wealthfront Inc 3
Highlander Capital Management, LLC 3
Capula Management Ltd 3
First Personal Financial Services 3
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 3
Stillwater Investment Management, L.P. 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 3
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares 3
Schonfeld Group Holdings LLC 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
Senator Investment Group LP 3
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 3
Banco BTG Pactual S.A. 3
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 3
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 3
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 3
Cantab Capital Partners LLP 3
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 3
BNP Paribas Investment Partners S.A. 3
Epoch Investment Partners, Inc. 3
Decade Capital Management Llc 3
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 3
Index Management Solutions, LLC 3
BerganKDV Wealth Management, LLC 3
Baird Robert W & Co Inc /wi/ 3
Placemark Investments, Inc. 3
RMB Capital Management, LLC 3
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A 3
Jane Street Holding, LLC 3
Santa Fe Partners LLC 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
Cullen Capital Management, LLC 3
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 3
Munder Capital Management 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
Cable Hill Partners, LLC 3
Societe Generale 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
Coronation Fund Managers Ltd. 3
Hound Partners, LLC 3
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 3
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 3
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 3
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 3
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 3
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 3
Bellwether Investment Group, LLC 3
Manatuck Hill Partners, LLC 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
Coatue Management Llc 3
Ancient Art, L.P. 3
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 3
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 3
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 3
StoneX Group Inc. 3
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
Pier Capital, LLC 3
First Bank & Trust 3
First Command Bank 3
First Command Financial Services, Inc. 3
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 3
AGF Investments LLC 3
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 3
Strycker View Capital Llc 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
Stone House Investment Management, LLC 3
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 3
Nokomis Capital, L.L.C. 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
Davidson Kempner Partners 3
Polianta Ltd 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 3
ARK Investment Management LLC 3
Steel Canyon Capital, LLC 3
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
Adviser Investments LLC 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
IHT Wealth Management, LLC 3
Dodge & Cox 3
Tyers Asset Management LLC 3
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 3
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 3
Rs Investment Management Co Llc 3
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 3
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 3
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 3
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 3
Linden Capital L.P. 3
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 3
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 3
PenderFund Capital Management Ltd. 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
Columbus Circle Investors 3
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 3
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 3
Spot Trading L.l.c. 3
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 3
Phoenix Holdings Ltd. 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 3
Ahrens Investment Partners LLC 3
Resources Investment Advisors, LLC. 3
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 3
Mesirow Financial Investment Management, Inc. 3
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
Vantage Investment Advisors, LLC 3
New South Capital Management Inc 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
Close Asset Management Ltd 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
Standard Life Aberdeen plc 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
Price Wealth Management, Inc. 3
GABELLI & Co INVESTMENT ADVISERS, INC. 3
Front Row Advisors LLC 3
Hennessy Advisors Inc 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
Invesco Senior Loan Fund 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 3
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 3
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 3
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class 3
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
Deltec Asset Management Llc 3
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 3
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 3
K.J. Harrison & Partners Inc 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
PFG Advisors 3
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 3
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 3
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 3
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 3
Monarch Partners Asset Management LLC 3
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 3
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 3
AdvisorShares Investments LLC 3
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 3
Voya Asia Pacific High Dividend Equity Income Fund 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 3
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
AlphaCore Capital LLC 3
Usaa Etf Trust 3
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 3
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 3
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 3
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 3
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 3
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund 3
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 3
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
Tsfg, Llc 3
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Forum Funds 3
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 3
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 3
Rational Advisors Llc 3
VCIEX - VALIC Co I - International Equities Index Fund 3
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND 3
VCAAX - VALIC Co I - Asset Allocation Fund 3
VCSTX - VALIC Co I - Science & Technology Fund 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
VCGEX - VALIC Co I - Emerging Economies Fund 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 3
VGLSX - VALIC Co I - Global Strategy Fund 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 3
UYG - PROSHARES TRUST - ProShares Ultra Financials 3
URE - PROSHARES TRUST - ProShares Ultra Real Estate 3
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 3
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 3
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 3
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
John Hancock Funds II - Science & Technology Fund Class NAV 3
JIHDX - John Hancock Funds II - High Yield Fund Class 1 3
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 3
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF 3
Allianzgi Diversified Income & Convertible Fund 3
BKF - iShares, Inc. - iShares MSCI BRIC ETF 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 3
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 3
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 3
Next Century Growth Investors Llc 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 3
Verdence Capital Advisors LLC 3
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 3
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 3
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 3
Financial Management Professionals, Inc. 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 3
Nuveen Global High Income Fund 3
GEM Realty Capital 3
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 3
Fortis Capital Management LLC 3
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 3
Invenomic Capital Management LP 3
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 3
Perpetual Ltd 3
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 3
Center for Financial Planning, Inc. 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 3
Procyon Private Wealth Partners, LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. 3
American Funds Insurance Series 3
State of New Jersey Common Pension Fund A 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
MBEQX - M FUND INC - M International Equity Fund 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
High Point Bank & Trust Co 3
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 3
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 3
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 3
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 3
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
Advisor Partners Llc 3
Americafirst Capital Management, Llc 3
Tiedemann Advisors, Llc 3
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 3
DoubleLine Yield Opportunities Fund 3
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 3
John Hancock Hedged Equity & Income Fund 3
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 3
KIFAX - Forward Funds - Salient Select Income Fund Class A 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 3
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 3
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 3
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 3
Thompson Davis & Co., Inc. 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 3
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 3
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 3
Us Global Investors Funds 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 3
Maple Securities Usa Inc 3
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
Six Circles Trust - Six Circles Global Bond Fund 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 3
First Horizon Corp 3
Cbre Clarion Global Real Estate Income Fund 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
Nikko Asset Management Americas, Inc. 3
Jb Capital Partners Lp 3
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
Advantage Advisers Xanthus Fund, L.l.c. 3
World Asset Management Inc 3
New America High Income Fund Inc 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
TFC Financial Management 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
Tortoise Investment Management, LLC 3
St Germain D J Co Inc 3
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
KESG - Krane Shares Trust - KraneShares MSCI China ESG Leaders Index ETF 3
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 3
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 3
Rothschild Investment Corp /il 3
HYLD - Exchange Listed Funds Trust - High Yield ETF 3
Crescent Capital Consulting, LLC 3
Murchinson Ltd. 3
Westchester Capital Management, LLC 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 3
Mfs Intermediate High Income Fund 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
Symmetry Investments LP 3
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 3
Allegheny Financial Group LTD 3
Annapolis Financial Services, LLC 3
Baillie Gifford & Co 3
Bridges Investment Management Inc 3
Delta Lloyd Nv 3
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 3
Alpha Paradigm Partners, LLC 3
Polar Capital Holdings Plc 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
First Trust High Income Long/short Fund 3
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 3
Interchange Capital Partners, LLC 3
Tfs Capital Investment Trust 3
New York Life Investments Alternatives 3
Alpha DNA Investment Management LLC 3
Exos Asset Management LLC 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
Prescott Group Capital Management, L.l.c. 3
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
Mfs Special Value Trust 3
Childress Capital Advisors, Llc 3
Kirr Marbach & Co Llc /in/ 3
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 3
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
Shay Capital LLC 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 3
Kanaly Trust Co 3
Prentiss Smith & Co Inc 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 3
Stonnington Group, Llc 3
Keybank National Association/oh 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
Heritage Wealth Management, Llc 3
Sageworth Trust Co of South Dakota 3
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 3
Alpine Global Premier Properties Fund 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
China Fund Inc 3
Alpine Equity Trust 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
Advisor Resource Council 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 3
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 3
First Affirmative Financial Network 3
U.S. Capital Wealth Advisors, LLC 3
QCM Cayman, Ltd. 3
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 3
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 3
Relative Value Fund 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
Clear Street Llc 3
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 3
Oak Thistle LLC 3
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
Vanguard Morgan Growth Fund 3
Dixon Hughes Goodman Wealth Advisors LLC 3
Royal London Asset Management Ltd 3
Cassady Schiller Wealth Management, LLC 3
Acap Strategic Fund 3
Masso Torrence Wealth Management Inc. 3
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 3
Confluence Wealth Services, Inc. 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
Stonegate Investment Group, LLC 3
Hartford Investment Management Co 3
CenterBook Partners LP 3
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 3
Hm Payson & Co 3
Brighton Jones Llc 3
Albion Financial Group /ut 3
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 3
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 3
CastleKnight Management LP 3
IBM Retirement Fund 3
Hutchin Hill Capital, LP 3
Underlying Funds Trust 3
HB Wealth Management, LLC 3
Capstone Series Fund Inc 3
Capital Impact Advisors, LLC 3
Forum Financial Management, LP 3
Tyler-Stone Wealth Management 3
Centaurus Financial, Inc. 3
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 3
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 3
Mutual Advisors, LLC 3
Oliver Lagore Vanvalin Investment Group 3
Meteora Capital, LLC 3
Integre Asset Management, LLC 3
TIG Advisors, LLC 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
Delpha Capital Management, Llc 3
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 3
Mycio Wealth Partners, Llc 3
Truewealth Llc 3
Merit Financial Group, LLC 3
Kiley Juergens Wealth Management, Llc 3
Altfest L J & Co Inc 3
Baader Bank INC 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
Vise Technologies, Inc. 3
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 3
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 3
Buckingham Strategic Wealth, Llc 3
Heritage Financial Services, LLC 3
CWM Advisors, LLC 3
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 3
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3
Alambic Investment Management, L.P. 3
Scarborough Advisors, LLC 3
Fort Baker Capital Management LP 3
Commerzbank Aktiengesellschaft /fi 3
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 3
Avestar Capital, LLC 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
One Wealth Advisors, LLC 3
Rockefeller Financial Services Inc 3
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 3
Boyar Asset Management Inc. 3
Tygh Capital Management, Inc. 3
Cqs (us), Llc 3
OmniStar Financial Group, Inc. 3
McIlrath & Eck, LLC 3
MUFG Securities EMEA plc 3
MCH - MATTHEWS INTERNATIONAL FUNDS - Matthews China Active ETF 3
Atlas Capital Advisors Llc 3
VitalStone Financial, LLC 3
Redwood Wealth Management Group, LLC 3
Mendota Financial Group, LLC 3
Hussman Strategic Advisors, Inc. 3
Altshuler Shaham Ltd 3
Bleakley Financial Group, LLC 3
Cvi Holdings, Llc 3
Korea Investment CORP 3
EAM Global Investors LLC 3
Mount Yale Investment Advisors, LLC 3
potrero capital research llc 3
Samlyn Capital, Llc 3
Greenland Capital Management LP 3
Strategic Investment Solutions, Inc. /IL 3
Cornerstone Planning Group LLC 3
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 3
Hanseatic Management Services Inc 3
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 3
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 3
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 3
Selective Wealth Management, Inc. 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
AIA Group Ltd 3
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 3
Vinva Investment Management Ltd 3
Nachman Norwood & Parrott, Inc 3
Ogorek Anthony Joseph /ny/ /adv 3
FSNDX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Credit Fund 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
Hexavest Inc. 3
Atomi Financial Group, Inc. 3
Beacon Pointe Advisors, LLC 3
River Road Asset Management, LLC 3
Hosking Partners LLP 3
Cary Street Partner Investment Advisory Llc 3
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 3
Coastal Capital Group, Inc. 3
Annis Gardner Whiting Capital Advisors, LLC 3
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 3
Robertson Stephens Wealth Management, LLC 3
Townsquare Capital Llc 3
Gladstone Institutional Advisory LLC 3
Turtle Creek Wealth Advisors, LLC 3
Winch Advisory Services, LLC 3
Rakuten Securities, Inc. 3
E. Ohman J:or Asset Management AB 3
Islet Management, LP 3
Segall Bryant & Hamill, Llc 3
Commerce Bank 3
Sachetta, LLC 3
Frazier Financial Advisors, LLC 3
Main Street Group, LTD 3
Tompkins Financial Corp 3
Harvest Investment Services, LLC 3
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 3
Sageworth Trust Co 3
Atria Investments Llc 3
Kapitalo Investimentos Ltda 3
WealthCollab, LLC 3
American Capital Advisory, LLC 3
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 3
Ashton Thomas Private Wealth, LLC 3
First Financial Corp /in/ 3
MMCAP International Inc. SPC 3
Cypress Capital, LLC 3
Brown, Lisle/cummings, Inc. 3
Glen Eagle Advisors, LLC 3
Machina Capital S.a.s. 3
Kore Private Wealth LLC 3
Comerica Securities,inc. 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
Sanctuary Advisors, LLC 3
Coastal Investment Advisors, Inc. 3
West Oak Capital, LLC 3
Benjamin Edwards Inc 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
Union Bancaire Privee, UBP SA 3
GeoWealth Management, LLC 3
Jump Trading, Llc 3
Toth Financial Advisory Corp 3
Silphium Asset Management Ltd 3
Hughes Financial Services, LLC 3
Icon Advisers Inc/co 3
Gulf International Bank (UK) Ltd 3
BIT Capital GmbH 3
WealthTrak Capital Management LLC 3
Optimize Financial Inc 3
Union Square Park Capital Management, LLC 3
Rossby Financial, LCC 3
Boston Common Asset Management, LLC 3
Strategic Wealth Advisors Group, LLC 3
Bayforest Capital Ltd 3
Munder Series Trust 3
Freestone Grove Partners LP 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
REAP Financial Group, LLC 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
Kilter Group LLC 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
WPG Advisers, LLC 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
Caxton Associates Llp 3
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 3
Origin Asset Management LLP 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
Vulcan Value Partners, LLC 3
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 3
BBVA USA Bancshares, Inc. 3
MCF Advisors LLC 3
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
Motley Fool Asset Management LLC 3
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 3
Argent Trust Co 3
Valley National Advisers Inc 3
Montag A & Associates Inc 3
GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
Stanley-Laman Group, Ltd. 3
Psagot Investment House Ltd. 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 3
Ferguson Wellman Capital Management, Inc 3
Ninety One UK Ltd 3
Chicago Partners Investment Group LLC 3
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 3
Ninety One North America, Inc. 3
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 3
Wexford Capital Lp 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
Girard Partners Ltd. 3
Fort Washington Investment Advisors Inc /oh/ 3
Lucus Advisors Llc 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
Capital One, National Association 3
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
Peoples Financial Services Corp. 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
TB Alternative Assets Ltd. 3
Janus Capital Management Llc 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
Skylands Capital, LLC 3
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
Integrated Wealth Management 3
Livforsakringsbolaget Skandia, Omsesidigt 3
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 3
Usca Ria Llc 3
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 3
Koch Industries Inc 3
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 3
Portolan Capital Management, LLC 3
Navellier & Associates Inc 3
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
Capital Research Global Investors 3
Deprince Race & Zollo Inc 3
Alpine Woods Capital Investors, Llc 3
Whittier Trust Co Of Nevada Inc 3
Veritable, L.P. 3
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 3
Peregrine Asset Advisers, Inc. 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
Kiwi Wealth Investments Limited Partnership 3
Piermont Capital Management LLC 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 3
Yakira Capital Management, Inc. 3
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
Cowen Prime Services LLC 3
Vanguard Specialized Funds 3
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 3
Spectrum Management Group, LLC 3
Ibex Investors LLC 3
Hoxton Financial, Inc. 3
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 3
Nantahala Capital Management, LLC 3
Mv Capital Management, Inc. 3
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 3
Brinker Capital Inc 3
Thomas J. Herzfeld Advisors, Inc. 3
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
Melvin Capital Management LP 3
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 3
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 3
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 3
Boston Trust Walden Corp 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 3
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 3
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 3
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 3
Moisand Fitzgerald Tamayo, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 3
Lockheed Martin Investment Management Co 3
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 3
Park Avenue Securities Llc 3
MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I 3
Markston International Llc 3
Mint Tower Capital Management B.V. 3
Lmcg Investments, Llc 3
Seizert Capital Partners, Llc 3
First Eagle Investment Management, LLC 3
Andra AP-fonden 3
Shannon River Fund Management LLC 3
Fiduciary Management Associates Llc 3
Godsey & Gibb Associates 3
Gerber Kawasaki Wealth & Investment Management 3
Opus Capital Group, LLC 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
PENN SERIES FUNDS INC - Developed International Index Fund 3
Washington Trust Bank 3
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 3
Pzena Investment Management Llc 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 3
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 3
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 3
JOEMX - Advisers Investment Trust - JOHCM Emerging Markets Opportunities Fund Institutional Shares 3
Three Corner Global Investors LP 3
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 3
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 3
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 3
Smithfield Trust Co 3
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 3
U S Global Investors Inc 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 3
Turner Investments, L.p. 3
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Land & Buildings Investment Management, LLC 3
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
Bahl & Gaynor Inc 3
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 3
BTG Pactual Global Asset Management Ltd 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 3
MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II 3
Dana Investment Advisors, Inc. 3
Copeland Capital Management, LLC 3
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 3
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 3
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares 3
MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
Tcw Group Inc 3
BlueMar Capital Management, LLC 3
Jabre Capital Partners S.A. 3
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 3
Fort, L.p. 3
MKP Capital Management, L.L.C. 3
Perella Weinberg Partners Capital Management LP 3
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 3
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 3
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 3
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 3
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 3
Cadence Capital Management Llc 3
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 3
FCA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust China AlphaDEX Fund 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A 3