Water Supply - Largest Owners in this Industry

This is a list of institutions that have held positions in more than two companies within this industry since the beginning of our crawl horizon (somewhere in 2014). Industry is based on SIC codes reported with the SEC. Number of Known Investments is the total count of securities held as reported in filings with the SEC since the beginning of our crawl horizon.

Investor Number of Known Investments
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 34
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 24
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 24
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 23
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 23
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 22
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 22
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 21
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 21
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 20
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 20
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 20
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 19
BlackRock, Inc. 18
Proequities, Inc. 18
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 18
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 18
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 18
Royal Bank Of Canada 17
Pnc Financial Services Group, Inc. 17
Barclays Plc 17
UBS Group AG 17
Jpmorgan Chase & Co 17
State Street Corp 17
Bank Of America Corp /de/ 17
Wells Fargo & Company/mn 17
Simplex Trading, Llc 17
Invesco Ltd. 17
Charles Schwab Investment Management Inc 16
Geode Capital Management, Llc 16
Aqr Capital Management Llc 16
Morgan Stanley 16
Cwm, Llc 16
Vanguard Group Inc 16
Deutsche Bank Ag\ 16
Bank of New York Mellon Corp 16
California Public Employees Retirement System 16
Goldman Sachs Group Inc 16
Dimensional Fund Advisors Lp 16
Manufacturers Life Insurance Company, The 16
Northern Trust Corp 16
Nuveen Asset Management, LLC 16
SG Americas Securities, LLC 16
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 16
Parametric Portfolio Associates Llc 16
Citigroup Inc 16
Bank Of Montreal /can/ 16
Bnp Paribas Arbitrage, Sa 16
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 16
Renaissance Technologies Llc 16
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 16
Bessemer Group Inc 16
Fmr Llc 16
Susquehanna International Group, Llp 16
Marshall Wace, Llp 15
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 15
New York State Common Retirement Fund 15
Legal & General Group Plc 15
Rhumbline Advisers 15
Credit Suisse Ag/ 15
American International Group, Inc. 15
BlackRock Advisors LLC 15
Millennium Management Llc 15
California State Teachers Retirement System 15
IFP Advisors, Inc 15
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 15
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 15
MetLife Investment Management, LLC 15
Ameriprise Financial Inc 15
KBC Group NV 15
Jane Street Group, Llc 15
Tower Research Capital LLC (TRC) 15
Janney Montgomery Scott LLC 15
First Manhattan Co 15
ProShare Advisors LLC 15
Russell Investments Group, Ltd. 15
Citadel Advisors Llc 15
Squarepoint Ops LLC 15
Parallax Volatility Advisers, L.P. 15
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 15
Teachers Advisors, Llc 14
Advisor Group Holdings, Inc. 14
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14
Norges Bank 14
Cubist Systematic Strategies, LLC 14
Victory Capital Management Inc 14
Hsbc Holdings Plc 14
Panagora Asset Management Inc 14
Metropolitan Life Insurance Co/ny 14
Great West Life Assurance Co /can/ 14
Two Sigma Advisers, Lp 14
Captrust Financial Advisors 14
Advisor Group, Inc. 14
Ladenburg Thalmann Financial Services Inc 14
Allspring Global Investments Holdings, LLC 14
Smartleaf Asset Management LLC 14
Martingale Asset Management L P 14
Raymond James & Associates 14
State Board Of Administration Of Florida Retirement System 14
Franklin Resources Inc 14
Arrowstreet Capital, Limited Partnership 14
D. E. Shaw & Co., Inc. 14
BlackRock Fund Advisors 14
BlackRock Institutional Trust Company, N.A. 14
Parallel Advisors, LLC 14
Raymond James Financial Inc 14
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 14
BlackRock Investment Management, LLC 14
Alliancebernstein L.p. 14
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 14
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 14
Prudential Financial Inc 14
Zurcher Kantonalbank (Zurich Cantonalbank) 14
Advisory Services Network, LLC 14
Allworth Financial LP 14
Tiaa Cref Investment Management Llc 14
Acadian Asset Management Llc 14
Federated Hermes, Inc. 13
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 13
Us Bancorp \de\ 13
Sei Investments Co 13
GAMMA Investing LLC 13
Ameritas Investment Partners, Inc. 13
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 13
Strs Ohio 13
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 13
Ellevest, Inc. 13
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 13
PEAK6 Investments, L.P. 13
American Century Companies Inc 13
Gabelli Funds Llc 13
Quadrant Capital Group Llc 13
Cutler Group LP 13
Nationwide Fund Advisors 13
EverSource Wealth Advisors, LLC 13
Los Angeles Capital Management Llc 13
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 13
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 13
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13
Guggenheim Capital Llc 13
Russell Frank Co/ 13
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 13
IWV - iSHARES TRUST - iShares Russell 3000 ETF 13
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 13
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 13
Meeder Asset Management Inc 13
Virtu Financial LLC 13
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 13
Farther Finance Advisors, LLC 13
Group One Trading, L.p. 13
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 13
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 13
Gsa Capital Partners Llp 13
Northwestern Mutual Wealth Management Co 13
Two Sigma Investments, Lp 13
Hrt Financial Lp 13
State Of Wisconsin Investment Board 13
Proficio Capital Partners LLC 13
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 13
Price T Rowe Associates Inc /md/ 13
Water Asset Management LLC 13
Trexquant Investment LP 13
Manchester Capital Management LLC 13
Nisa Investment Advisors, Llc 13
ELCO Management Co., LLC 13
WFG Advisors, LP 13
Piedmont Investment Advisors Llc 13
Ubs Ag 13
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 13
Emerald Acquisition Ltd. 13
Huntington National Bank 13
Principal Financial Group Inc 13
First Trust Advisors Lp 13
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 12
Qube Research & Technologies Ltd 12
Wolverine Trading, Llc 12
Kcg Holdings, Inc. 12
Amalgamated Bank 12
Campbell & CO Investment Adviser LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 12
Lazard Asset Management Llc 12
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 12
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 12
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 12
Clear Harbor Asset Management, LLC 12
Cullen Capital Management, LLC 12
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 12
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 12
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 12
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 12
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 12
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 12
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 12
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 12
Jump Financial, LLC 12
PDT Partners, LLC 12
Stifel Financial Corp 12
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 12
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 12
Point72 Hong Kong Ltd 12
Ubs Asset Management Americas Inc 12
Covestor Ltd 12
Signaturefd, Llc 12
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 12
Commonwealth Equity Services, Llc 12
Aquatic Capital Management LLC 12
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 12
Engineers Gate Manager LP 12
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 12
Sterling Capital Management LLC 12
SBI Securities Co., Ltd. 12
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 12
Parkside Financial Bank & Trust 12
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 12
Jones Financial Companies Lllp 12
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 12
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 12
HighTower Advisors, LLC 12
Thrivent Financial For Lutherans 12
Creative Planning 12
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 12
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 12
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 12
Voya Investment Management Llc 12
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 12
Paloma Partners Management Co 12
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12
Quadrature Capital Ltd 12
Corebridge Financial, Inc. 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 11
Cornerstone Planning Group LLC 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11
Rockefeller Capital Management L.P. 11
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11
ExodusPoint Capital Management, LP 11
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 11
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 11
D.a. Davidson & Co. 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 11
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 11
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 11
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 11
LPL Financial LLC 11
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 11
Fifth Third Bancorp 11
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 11
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 11
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 11
Creative Financial Designs Inc /adv 11
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 11
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 11
Berman Capital Advisors, LLC 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
Amalgamated Financial Corp. 11
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 11
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 11
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 11
Gabelli Utility Trust 11
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 11
PENN SERIES FUNDS INC - Small Cap Index Fund 11
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 11
AdvisorNet Financial, Inc 11
PEAK6 Investments LLC 11
Man Group plc 11
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 11
Jefferies Group LLC 11
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 11
Tortoise Index Solutions, LLC 11
Ronald Blue Trust, Inc. 11
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 11
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 11
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 11
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 11
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 11
NSIDX - Northern Funds - Northern Small Cap Index Fund 11
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 11
SRS Capital Advisors, Inc. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11
Commonwealth Equity Services, Inc 11
Envestnet Asset Management Inc 11
Nuveen, LLC 11
Police & Firemen's Retirement System of New Jersey 11
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 11
Lindbrook Capital, Llc 11
Aperio Group, LLC 11
IWM - iSHARES TRUST - iShares Russell 2000 ETF 11
True Wealth Design, LLC 11
Teton Advisors, Inc. 11
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 11
Glenmede Trust Co Na 11
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 11
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 11
Profunds - Profund Vp Ultrasmall-cap 11
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 11
Dynamic Technology Lab Private Ltd 11
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 11
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 11
Prelude Capital Management, Llc 11
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 11
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 11
Gitterman Wealth Management, LLC 11
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 11
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 11
Walleye Trading LLC 11
Profunds - Profund Vp Small-cap 11
Coldstream Capital Management Inc 11
Janney Capital Management LLC 11
Bbr Partners, Llc 11
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 11
XTX Topco Ltd 11
NEXT Financial Group, Inc 11
Ergoteles LLC 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 11
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 11
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 11
MetLife Securities, Inc 11
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 11
Private Advisor Group, LLC 11
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 11
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 11
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 11
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 11
Municipal Employees' Retirement System of Michigan 11
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 10
QS Investors, LLC 10
Mariner, LLC 10
Glassman Wealth Services 10
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 10
CI Private Wealth, LLC 10
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 10
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 10
Quantamental Technologies LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 10
CWM Advisors, LLC 10
Kennedy Capital Management, Inc. 10
Steward Partners Investment Advisory, Llc 10
Capital Performance Advisors Llp 10
Marshall Wace North America L.P. 10
Brown Brothers Harriman & Co 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
Macquarie Group Ltd 10
Alberta Investment Management Corp 10
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 10
SLPIX - Profunds - Small-cap Profund Investor Class 10
Menta Capital Llc 10
Ground Swell Capital, LLC 10
Acrospire Investment Management LLC 10
Pinnacle Wealth Planning Services, Inc. 10
Tortoise Capital Advisors, L.l.c. 10
Calvert Investment Management, Inc. 10
Sowell Financial Services LLC 10
Assenagon Asset Management S.A. 10
North Star Investment Management Corp. 10
RidgeWorth Capital Management LLC 10
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 10
VCSLX - VALIC Co I - Small Cap Index Fund 10
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 10
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 10
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 10
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 10
Fortitude Family Office, LLC 10
MAI Capital Management 10
Wellington Management Group Llp 10
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 10
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10
A.R.T. Advisors, LLC 10
Point72 Asset Management, L.P. 10
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 10
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 10
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 10
Whittier Trust Co 10
Numeric Investors Llc 10
Quantbot Technologies LP 10
Sofos Investments, Inc. 10
AQWA - Global X Funds - Global X Clean Water ETF 10
Usca Ria Llc 10
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 10
Jfs Wealth Advisors, Llc 10
Cutter & CO Brokerage, Inc. 10
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 10
Occudo Quantitative Strategies Lp 10
Geneos Wealth Management Inc. 10
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 10
Rehmann Capital Advisory Group 10
Assetmark, Inc 10
Cambridge Investment Research Advisors, Inc. 10
Harbour Investments, Inc. 10
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 10
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 10
Advanced Series Trust - Ast Small-cap Growth Portfolio 10
Capstone Investment Advisors, Llc 10
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 10
Zacks Investment Management 10
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 10
Intech Investment Management Llc 10
Atom Investors LP 10
Verition Fund Management LLC 10
Oxford Asset Management Llp 10
Global Retirement Partners, LLC 10
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 10
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10
Raymond James Financial Services Advisors, Inc. 10
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10
Swiss National Bank 10
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 10
CIBC Private Wealth Group, LLC 10
Versant Capital Management, Inc 10
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 10
Tudor Investment Corp Et Al 10
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 10
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 10
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 10
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 10
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 10
Kepos Capital LP 10
American Portfolios Advisors 10
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 10
Teacher Retirement System Of Texas 10
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 10
CenterBook Partners LP 10
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 10
Walleye Capital LLC 10
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 10
Comerica Bank 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 10
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 10
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 10
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 9
DekaBank Deutsche Girozentrale 9
Eaton Vance Management 9
Amundi 9
Allianz Asset Management GmbH 9
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 9
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 9
Advisors Asset Management, Inc. 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 9
O'shaughnessy Asset Management, Llc 9
First Horizon Advisors, Inc. 9
Chicago Equity Partners Llc 9
Bridgeway Capital Management Inc 9
Flagship Harbor Advisors, Llc 9
Guggenheim Active Allocation Fund 9
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 9
Handelsbanken Fonder AB 9
Capital Advisors, Ltd. LLC 9
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 9
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 9
Caitong International Asset Management Co., Ltd 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 9
Public Employees Retirement Association Of Colorado 9
Susquehanna Fundamental Investments, Llc 9
Karp Capital Management Corp 9
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 9
Cerity Partners LLC 9
Connor, Clark & Lunn Investment Management Ltd. 9
Toronto Dominion Bank 9
GWM Advisors LLC 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
Umb Bank N A/mo 9
Y-Intercept (Hong Kong) Ltd 9
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 9
Centiva Capital, LP 9
Balyasny Asset Management Llc 9
Larson Financial Group LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 9
Ethic Inc. 9
CENTRAL TRUST Co 9
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 9
NSGRX - Northern Funds - Northern Small Cap Core Fund 9
Rothschild Investment Llc 9
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 9
Point72 (DIFC) Ltd 9
M&t Bank Corp 9
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 9
Summit Global Investments 9
BlackRock Group LTD 9
Principal Securities, Inc. 9
Pictet Asset Management Sa 9
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 9
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 9
Nuance Investments, Llc 9
Gabelli Global Utility & Income Trust 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 9
Gamco Investors, Inc. Et Al 9
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 9
EntryPoint Capital, LLC 9
Financial Gravity Companies, Inc. 9
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 9
Stratos Wealth Partners, LTD. 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 9
First Quadrant L P/ca 9
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 9
GAM Holding AG 9
National Planning Corp 9
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 9
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 9
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 9
Winton Capital Group Ltd 9
Schonfeld Strategic Advisors LLC 9
Sanctuary Wealth Advisors, LLC 9
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 9
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 9
Pictet Asset Management Holding SA 9
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 9
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 9
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 9
Mackay Shields Llc 9
State of New Jersey Common Pension Fund D 9
Ballentine Partners, LLC 9
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 9
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 9
Fieldpoint Private Securities, LLC 9
Meridian Wealth Partners, LLC 9
Atria Investments Llc 9
Janus Henderson Group Plc 9
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 9
Point72 Asia (Singapore) Pte. Ltd. 9
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 9
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 9
RSSL - Global X Funds - Global X Russell 2000 ETF 9
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF 9
Cetera Investment Advisers 9
Schroder Investment Management Group 8
Belpointe Asset Management LLC 8
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 8
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 8
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 8
Federation des caisses Desjardins du Quebec 8
Oppenheimer & Co Inc 8
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 8
IWC - iSHARES TRUST - iShares Micro-Cap ETF 8
Vanguard Index Funds 8
Avion Wealth 8
National Bank Of Canada /fi/ 8
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 8
Tfo-tdc, Llc 8
Forward Management, LLC 8
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 8
FineMark National Bank & Trust 8
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 8
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 8
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 8
New Age Alpha Advisors, LLC 8
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 8
Skopos Labs, Inc. 8
Private Wealth Management Group, LLC 8
DiNuzzo Private Wealth, Inc. 8
Principal Funds Inc 8
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 8
New York State Teachers Retirement System 8
Bell Investment Advisors, Inc 8
MUFG Americas Holdings Corp 8
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 8
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 8
Graham Capital Management, L.P. 8
Wipfli Financial Advisors Llc, 8
Seacrest Wealth Management, Llc 8
First Republic Investment Management, Inc. 8
NOSGX - Northern Funds - Northern Small Cap Value Fund 8
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 8
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 8
ClariVest Asset Management LLC 8
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 8
Cetera Advisor Networks LLC 8
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 8
Enterprise Financial Services Corp 8
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 8
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 8
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 8
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 8
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 8
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
Baird Financial Group, Inc. 8
Cornerstone Capital Management Holdings Llc. 8
Private Capital Group, LLC 8
Royce & Associates Lp 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
TCI Wealth Advisors, Inc. 8
State of Tennessee, Treasury Department 8
Truist Financial Corp 8
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 8
Old Mission Capital Llc 8
Deprince Race & Zollo Inc 8
Credit Agricole S A 8
Reilly Financial Advisors, Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 8
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8
BlueCrest Capital Management Ltd 8
Evercore Wealth Management, LLC 8
Algert Global Llc 8
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 8
Tokio Marine Asset Management Co Ltd 8
Gradient Investments LLC 8
National Asset Management, Inc. 8
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 8
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 8
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 8
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 8
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 8
Public Employees Retirement System Of Ohio 8
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 8
EAM Investors, LLC 8
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 8
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 8
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 8
Van Eck Associates Corp 8
EBI - RBB Fund Trust - Longview Advantage ETF 8
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 8
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares 8
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 8
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 8
Amundi Pioneer Asset Management Inc 8
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 8
Versor Investments LP 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 8
Tfs Capital Llc 8
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 8
Massmutual Trust Co Fsb/adv 8
Eqis Capital Management, Inc. 8
Alpine Global Management, LLC 8
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 8
Quantinno Capital Management LP 8
Summit Global Management, Inc. 8
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 8
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 8
Carroll Financial Associates, Inc. 8
Benjamin F. Edwards & Company, Inc. 8
Harbor Investment Advisory, Llc 8
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 8
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 8
Mirae Asset Global Investments Co., Ltd. 8
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
Yousif Capital Management, Llc 8
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 8
Nomura Asset Management Co Ltd 8
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 7
First Pacific Financial 7
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 7
CoreCap Advisors, LLC 7
Independent Advisor Alliance 7
Canada Pension Plan Investment Board 7
Bokf, Na 7
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 7
Krane Funds Advisors LLC 7
Farmers & Merchants Investments Inc 7
GPS Wealth Strategies Group, LLC 7
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 7
Maryland State Retirement & Pension System 7
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 7
Boothbay Fund Management, Llc 7
State Farm Mutual Fund Trust 7
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 7
Thompson Davis & Co., Inc. 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
State Farm Variable Product Trust 7
Humankind Benefit Corp - Humankind US Stock ETF 7
AE Wealth Management LLC 7
Arizona State Retirement System 7
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 7
Nomura Holdings Inc 7
NOBOX - Northern Funds - Northern Bond Index Fund 7
Cornerstone Wealth Management, LLC 7
Schubert & Co 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 7
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 7
Hillsdale Investment Management Inc. 7
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 7
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 7
Tcwp Llc 7
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 7
Twin Peaks Wealth Advisors, LLC 7
Exchange Traded Concepts, Llc 7
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 7
Universal- Beteiligungs- und Servicegesellschaft mbH 7
Voloridge Investment Management, Llc 7
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 7
NewSquare Capital LLC 7
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 7
Hartland & Co., LLC 7
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 7
AMP Capital Investors Ltd 7
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 7
Baker Avenue Asset Management, LP 7
Howe & Rusling Inc 7
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 7
Spire Wealth Management 7
R Squared Ltd 7
Coppell Advisory Solutions LLC 7
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF 7
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 7
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 7
Kestra Advisory Services, LLC 7
Northwest Investment Counselors, Llc 7
Quest Partners LLC 7
Mercer Global Advisors Inc /adv 7
Commonwealth Bank Of Australia 7
Mirabella Financial Services Llp 7
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 7
UniSuper Management Pty Ltd 7
Cornercap Investment Counsel Inc 7
Guardian Wealth Advisors, LLC 7
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 7
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 7
Skandinaviska Enskilda Banken AB (publ) 7
Vident Investment Advisory, LLC 7
Zimmer Partners, LP 7
Gotham Asset Management, LLC 7
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 7
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 7
Nine Chapters Capital Management LLC 7
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 7
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 7
Duff & Phelps Investment Management Co 7
Forsta Ap-fonden 7
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 7
Mutual Of America Capital Management Llc 7
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 7
Jacobs Levy Equity Management, Inc 7
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 7
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 7
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 7
Financial Architects, Inc 7
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF 7
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 7
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 7
Grantham, Mayo, Van Otterloo & Co. LLC 7
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 7
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 7
Orion Portfolio Solutions, LLC 7
Mml Investors Services, Llc 7
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 7
Money Concepts Capital Corp 7
Neuberger Berman Group LLC 7
Hantz Financial Services, Inc. 7
Rational Advisors Llc 7
Catalyst Funds Management Pty Ltd 7
Brookstone Capital Management 7
BNP Paribas Asset Management Holding S.A. 7
FORA Capital, LLC 7
Crossmark Global Holdings, Inc. 7
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 7
Dupont Capital Management Corp 7
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 7
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 7
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 7
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 7
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 7
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7
CoreCommodity Management, LLC 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 7
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 7
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 7
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 7
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 7
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 7
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 7
Catalyst Capital Advisors LLC 7
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 7
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 7
Clear Street Markets Llc 7
Vontobel Holding Ltd. 7
New England Securities Corp /MA/ 7
Inceptionr Llc 7
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 7
LGT Financial Advisors LLC 7
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 7
Weiss Asset Management LP 7
Daiwa Securities Group Inc. 7
Td Asset Management Inc 7
Arrow Financial Corp 7
Asset Management One Co., Ltd. 7
West Tower Group, LLC 7
Cornerstone Advisors, Inc. 7
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 7
Glen Eagle Advisors, LLC 7
Dark Forest Capital Management Lp 7
Clean Yield Group 7
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 7
College Retirement Equities Fund 7
Sonora Investment Management, LLC 7
Principal Diversified Select Real Asset Fund 7
Tiaa-cref Funds 7
Klp Kapitalforvaltning As 7
Wedge Capital Management L L P/nc 7
Axa S.a. 7
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 7
T. Rowe Price Investment Management, Inc. 7
Millburn Ridgefield Corp 7
Quantitative Systematic Strategies LLC 7
Atlantic Trust, LLC 7
IndexIQ Advisors LLC 7
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 7
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 7
Costello Asset Management, INC 7
Point72 Middle East FZE 7
VDAFX - VALIC Co I - Dynamic Allocation Fund 7
Magellan Asset Management Ltd 7
Ing Groep Nv 6
Penserra Capital Management LLC 6
Tsfg, Llc 6
First National Corp /ma/ /adv 6
Citizens Financial Group Inc/ri 6
Westside Investment Management, Inc. 6
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class 6
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 6
Vantagepoint Funds 6
Psagot Value Holdings Ltd. / (Israel) 6
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 6
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 6
Cresset Asset Management, LLC 6
Lido Advisors, LLC 6
Aster Capital Management (DIFC) Ltd 6
Csenge Advisory Group 6
New York Life Investment Management Llc 6
Tfs Capital Investment Trust 6
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 6
TD Waterhouse Canada Inc. 6
Kings Point Capital Management 6
DRW Securities, LLC 6
First Horizon Corp 6
Aviva Plc 6
Robeco Schweiz AG 6
Quarry LP 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 6
Vestcor Inc 6
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 6
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 6
Ontario Teachers Pension Plan Board 6
Sei Trust Co 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
Segall Bryant & Hamill, Llc 6
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 6
Wealthspire Advisors, L.P. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 6
Asset Dedication, LLC 6
Suntrust Banks Inc 6
LS Investment Advisors, LLC 6
Bank Of Nova Scotia 6
Capital Fund Management S.a. 6
SJS Investment Consulting Inc. 6
Gabelli Dividend & Income Trust 6
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 6
Dorsey Wright & Associates 6
Oregon Public Employees Retirement Fund 6
Annis Gardner Whiting Capital Advisors, LLC 6
Public Sector Pension Investment Board 6
Mendota Financial Group, LLC 6
Irish Life Investment Managers Ltd. 6
State of Alaska, Department of Revenue 6
USA Financial Portformulas Corp 6
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 6
Westwood Holdings Group Inc 6
Private Ocean, LLC 6
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 6
Illinois Municipal Retirement Fund 6
Wealthcare Capital Management Llc 6
Putnam Investments Llc 6
Venture Visionary Partners LLC 6
RobecoSam USA, Inc. 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Blackhill Capital Inc 6
People's United Financial, Inc. 6
Spot Trading L.L.C 6
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 6
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF 6
Aigen Investment Management, Lp 6
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 6
Stephens Consulting, LLC 6
WealthPLAN Partners, LLC 6
Private Trust Co Na 6
Rise Advisors, LLC 6
Contravisory Investment Management, Inc. 6
Pictet Asset Management Ltd 6
Jacobi Capital Management LLC 6
Six Circles Trust - Six Circles Global Bond Fund 6
Texas Permanent School Fund 6
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 6
Arkadios Wealth Advisors 6
Venturi Wealth Management, LLC 6
Stevens Capital Management Lp 6
Profund Advisors Llc 6
Regions Financial Corp 6
Ensign Peak Advisors, Inc 6
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 6
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 6
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 6
Mackenzie Financial Corp 6
Two Sigma Securities, Llc 6
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 6
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 6
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 6
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 6
FinTrust Capital Advisors, LLC 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
Moors & Cabot, Inc. 6
Virginia Retirement Systems Et Al 6
Signet Financial Management, Llc 6
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 6
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 6
Simon Quick Advisors, Llc 6
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 6
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 6
International Assets Investment Management, Llc 6
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 6
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 6
Phoenix Holdings Ltd. 6
Brandywine Global Investment Management, LLC 6
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 6
Mather Group, Llc. 6
Mitsubishi UFJ Trust & Banking Corp 6
Alphacrest Capital Management Llc 6
Koshinski Asset Management, Inc. 6
FLDFX - Meeder Funds - BALANCED FUND Retail Class 6
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 6
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
Toroso Investments, LLC 6
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 6
James Investment Research Inc 6
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 6
Everence Capital Management Inc 6
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 6
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 6
State of Wyoming 6
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 6
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 6
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 6
Cordant, Inc. 6
Natixis Investment Managers International 6
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 6
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 6
Analytic Investors, LLC 6
Cibc World Markets Corp 6
Murphy Capital Management Inc 6
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 6
Cetera Advisors LLC 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
Blueshift Asset Management, LLC 6
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
BlackRock Japan Co. Ltd 6
Ameritas Investment Corp 6
Avantax Advisory Services, Inc. 6
Continuum Advisory, LLC 6
State of New Jersey Common Pension Fund A 6
Nfj Investment Group, Llc 6
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 6
Ellington Management Group Llc 6
Sargent Bickham Lagudis LLC 6
Regal Investment Advisors LLC 6
Smithfield Trust Co 6
Wolverine Asset Management Llc 6
Concord Wealth Partners 6
Oppenheimer Etf Trust 6
Innealta Capital, Llc 6
Valeo Financial Advisors, LLC 6
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 6
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 6
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 6
Mckinley Capital Management Llc /delaware 6
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 6
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 6
Veriti Management LLC 6
Harbor Capital Advisors, Inc. 6
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 6
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 6
Louisiana State Employees Retirement System 6
Steward Financial Group LLC 6
Hughes Financial Services, LLC 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 6
Davy Global Fund Management Ltd 6
Newbridge Financial Services Group, Inc. 6
Eudaimonia Partners, LLC 6
Teachers Retirement System Of The State Of Kentucky 6
Paradigm Asset Management Co Llc 6
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 6
Abound Wealth Management 6
Hemington Wealth Management 6
Laurion Capital Management LP 6
Ostrum Asset Management 6
Disciplined Investments, LLC 6
Capital Bank & Trust Co 6
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 6
Tibra Equities Europe Ltd 6
Centaurus Financial, Inc. 6
Brevan Howard Capital Management LP 6
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 6
Liberty Wealth Management Llc 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
Hexagon Capital Partners LLC 6
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 6
Fortis Advisors, LLC 6
IFM Investors Pty Ltd 6
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 6
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 6
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 6
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 6
Shell Asset Management Co 6
Baystate Wealth Management LLC 6
WASHINGTON TRUST Co 6
Baldwin Brothers Inc/ma 6
AQUAX - Managed Portfolio Series - Ecofin Sustainable Water Fund A Class 6
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 6
Hbk Investments L P 6
United Services Automobile Association 6
Wealth Enhancement Advisory Services, Llc 6
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 6
We Are One Seven, LLC 6
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 5
JNBA Financial Advisors 5
Rockefeller Financial Services Inc 5
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 5
First Allied Advisory Services, Inc. 5
Impax Asset Management LTD 5
Elequin Capital Lp 5
Virtue Capital Management, LLC 5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 5
Plante Moran Financial Advisors, LLC 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 5
Snowden Capital Advisors LLC 5
Commerzbank Aktiengesellschaft /fi 5
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 5
MQS Management LLC 5
Oakworth Capital, Inc. 5
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 5
HBK Sorce Advisory LLC 5
Financial Advocates Investment Management 5
United Capital Financial Advisers, Llc 5
Sonen Capital LLC 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
Cassady Schiller Wealth Management, LLC 5
Holocene Advisors, LP 5
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 5
Putnam Fl Investment Management Co 5
Ameritas Advisory Services, LLC 5
6 Meridian 5
Adage Capital Partners Gp, L.l.c. 5
Nordea Investment Management Ab 5
Girard Partners Ltd. 5
Claris Advisors, Llc / Mo / 5
Rydex Etf Trust 5
Delpha Capital Management, Llc 5
Aevitas Wealth Management, Inc. 5
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 5
Aaron Wealth Advisors LLC 5
Calton & Associates, Inc. 5
PineBridge Investments, L.P. 5
Polar Asset Management Partners Inc. 5
Humankind Investments LLC 5
Inspire Advisors, LLC 5
Bridgefront Capital, LLC 5
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 5
Bbva Usa 5
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 5
Natixis 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
RHJ International SA 5
Eagle Global Advisors Llc 5
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 5
Bayesian Capital Management, LP 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
Highbridge Capital Management Llc 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
APG Asset Management N.V. 5
Smith, Moore & Co. 5
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 5
Tocqueville Asset Management L.p. 5
Cadence Capital Management Llc 5
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 5
Penn Capital Management Co Inc 5
Edgestream Partners, L.P. 5
FDx Advisors, Inc. 5
Shelton Capital Management 5
Wedbush Securities Inc 5
Kovitz Investment Group Partners, LLC 5
Ropes Wealth Advisors Llc 5
Virtus Investment Advisers, Inc. 5
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 5
Bluestein R H & Co 5
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 5
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 5
Fuller & Thaler Asset Management, Inc. 5
Chicago Partners Investment Group LLC 5
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 5
AHL Partners LLP 5
Hm Payson & Co 5
Synovus Financial Corp 5
Boston Private Wealth Llc 5
Zebra Capital Management LLC 5
Valley National Advisers Inc 5
SAC Capital Advisors LP 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
Baird Robert W & Co Inc /wi/ 5
Granite Investment Partners, LLC 5
Blair William & Co/il 5
Stonebridge Capital Advisors LLC 5
MCF Advisors LLC 5
Jane Street Holding, LLC 5
Wealthcare Advisory Partners LLC 5
BRYN MAWR TRUST Co 5
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 5
San Francisco Sentry Investment Group (ca) 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
Glenmede Investment Management, LP 5
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 5
Etf Managers Group, Llc 5
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 5
Motco 5
Leuthold Group, Llc 5
SECOR Capital Advisors, LP 5
HFM Investment Advisors, LLC 5
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 5
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 5
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 5
Teton Westwood Funds 5
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 5
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 5
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 5
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 5
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 5
Moody National Bank Trust Division 5
Avantax Planning Partners, Inc. 5
Ameriflex Group, Inc. 5
Jupiter Asset Management Ltd 5
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 5
Crow Point Partners, LLC 5
Vega Investment Solutions 5
Raiffeisen Bank International AG 5
Harvest Fund Management Co., Ltd 5
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 5
NumerixS Investment Technologies Inc 5
Airain ltd 5
Symons Capital Management Inc 5
Denali Advisors Llc 5
Sustainable Insight Capital Management, LLC 5
Parkworth Wealth Management, Inc. 5
Rialto Wealth Management, LLC 5
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 5
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 5
Calvert Impact Fund Inc 5
Johnson Financial Group, Inc. 5
Patriot Financial Group Insurance Agency, LLC 5
Erste Asset Management GmbH 5
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 5
Boston Partners 5
Natixis Advisors, L.p. 5
Capital Wealth Planning, LLC 5
Fox Run Management, L.l.c. 5
Peapack Gladstone Financial Corp 5
Webster Bank, N. A. 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
Standard Life Aberdeen plc 5
Investors Asset Management Of Georgia Inc /ga/ /adv 5
Global Financial Private Client, LLC 5
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 5
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 5
Ancora Advisors, LLC 5
Beck Bode, LLC 5
UMA Financial Services, Inc. 5
Loomis Sayles & Co L P 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
Sageworth Trust Co 5
GeoWealth Management, LLC 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 5
Clarity Asset Management, Inc. 5
City Holding Co 5
Claymore Exchange-traded Fund Trust 5
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 5
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 5
Old Mutual Global Investors (UK) Ltd. 5
Coastal Investment Advisors, Inc. 5
Pathstone Holdings, LLC 5
Caisse De Depot Et Placement Du Quebec 5
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 5
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 5
Next Financial Holdings 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
Bare Financial Services, Inc 5
E. Ohman J:or Asset Management AB 5
Lsv Asset Management 5
Wealthbridge Capital Management, Llc 5
Lord, Abbett & Co. Llc 5
Sutton Wealth Advisors Inc. 5
Tiaa Trust, National Association 5
OMERS ADMINISTRATION Corp 5
Jennison Associates Llc 5
M&r Capital Management Inc 5
GIMFX - GMO TRUST - GMO Implementation Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 5
Miller Howard Investments Inc /ny 5
Bay Harbor Wealth Management, LLC 5
Weld Capital Management Llc 5
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 5
Duality Advisers, Lp 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
Nebula Research & Development LLC 5
Riverview Trust Co 5
Philadelphia Trust Co 5
Ingalls & Snyder Llc 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 5
Cullen/frost Bankers, Inc. 5
Cordasco Financial Network 5
Ieq Capital, Llc 5
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 5
Sherbrooke Park Advisers Llc 5
Banque Cantonale Vaudoise 5
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5
Key FInancial Inc 5
ISAM Funds (UK) Ltd 5
LMR Partners LLP 5
Thematics Asset Management 5
Healthcare Of Ontario Pension Plan Trust Fund 5
Trust Co Of Vermont 5
Hl Financial Services Llc 5
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
Column Capital Advisors, LLC 5
Impax Asset Management Group plc 5
Hancock Whitney Corp 5
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 5
Boenning & Scattergood, Inc. 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
Redpoint Investment Management Pty Ltd 5
Sunbelt Securities, Inc. 5
BI Asset Management Fondsmaeglerselskab A/S 5
JustInvest LLC 5
Mercer Capital Advisers, Inc. 5
Rosenberg Matthew Hamilton 5
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 5
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 5
Hutchens & Kramer Investment Management Group, LLC 5
Financial Counselors Inc 5
Navellier & Associates Inc 5
Hightower 6M Holding, LLC 5
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 5
Castleview Partners, Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
Hanson & Doremus Investment Management 5
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 5
Employees Retirement System of Texas 5
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 5
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
Spark Investment Management LLC 5
PENN SERIES FUNDS INC - International Equity Fund 5
Meiji Yasuda Asset Management Co Ltd. 4
Haverford Trust Co 4
Shelter Harbor Advisors, Lp 4
Commerce Bank 4
Regentatlantic Capital Llc 4
F3Logic, LLC 4
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
Robeco Institutional Asset Management B.V. 4
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 4
Gierl Augustine Investment Management Inc 4
GFS Advisors, LLC 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
Ridgewood Investments LLC 4
Pinnacle Bancorp, Inc. 4
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 4
Seven Eight Capital, Lp 4
Ipswich Investment Management Co., Inc. 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
Eii Capital Management, Inc. 4
SGPIX - Profunds - Small-cap Growth Profund Investor Class 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
SpiderRock Trading LLC 4
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
Stonebridge Financial Group, LLC 4
NorthRock Partners, LLC 4
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
Neuburgh Advisers LLC 4
Meadow Creek Investment Management LLC 4
Kingsview Wealth Management, LLC 4
Sierra Ocean, Llc 4
Wilbanks Smith & Thomas Asset Management Llc 4
IHT Wealth Management, LLC 4
Family Firm, Inc. 4
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 4
Alera Investment Advisors, LLC 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
Virtus Alternative Investment Advisers, Inc. 4
VSM Wealth Advisory, LLC 4
Crowley Wealth Management, Inc. 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
Householder Group Estate & Retirement Specialist, LLC 4
Resona Asset Management Co.,Ltd. 4
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 4
C M Bidwell & Associates Ltd 4
Perpetual Ltd 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 4
Groupe la Francaise 4
Aldebaran Financial Inc. 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 4
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 4
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 4
Vanguard World Fund 4
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 4
Farmers & Merchants Trust Co of Long Beach 4
Checchi Capital Advisers, LLC 4
QCVAX - Clearwater Investment Trust - Clearwater International Fund 4
Mason Street Advisors, Llc 4
Freestone Grove Partners LP 4
Advisors Preferred, LLC 4
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
Allianz Se 4
Lenox Wealth Management, Inc. 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
Elkfork Partners LLC 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 4
Brown Advisory Inc 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
Covington Capital Management 4
Beacon Capital Management, Inc. 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
Sound Income Strategies, LLC 4
Sawtooth Solutions, LLC 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
Bruderman Asset Management, LLC 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 4
Gemmer Asset Management LLC 4
EP Wealth Advisors, Inc. 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Acrisure Capital Management, LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 4
Salem Investment Counselors Inc 4
Crestline Management, LP 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
Managed Account Advisors Llc 4
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
Reaves W H & Co Inc 4
Pinnacle Summer Investments, Inc. 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
StoneX Group Inc. 4
Xact Kapitalforvaltning AB 4
Tarbox Family Office, Inc. 4
Pinnacle Financial Partners Inc 4
1832 Asset Management L.P. 4
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
Pearl River Capital, LLC 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
Measured Wealth Private Client Group, LLC 4
Quent Capital, LLC 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
Weiss Multi-Strategy Advisers LLC 4
Tuttle Tactical Management LLC 4
South Dakota Investment Council 4
Evergreen Capital Management Llc 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
Landscape Capital Management, L.l.c. 4
Harwood Advisory Group, LLC 4
World Asset Management Inc 4
CenterStar Fund, LLC 4
Meeder Advisory Services, Inc. 4
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 4
Maple-Brown Abbott Ltd 4
Sequoia Financial Advisors, LLC 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
Cable Hill Partners, LLC 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
Summit Trail Advisors, Llc 4
Wellington Shields & Co., LLC 4
Headlands Technologies LLC 4
Qs Batterymarch Financial Management, Inc 4
Visium Asset Management, LP 4
Jackson Wealth Management, LLC 4
Copeland Capital Management, LLC 4
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 4
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 4
Rare Infrastructure Ltd 4
Sumitomo Mitsui Trust Holdings, Inc. 4
Legg Mason Investment Counsel, LLC 4
AT Bancorp 4
Princeton Alpha Management LP 4
Emerald Investment Partners, Llc 4
Kempen Capital Management N.v. 4
Veritable, L.P. 4
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 4
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 4
Kms Financial Services, Inc 4
Bowling Portfolio Management LLC 4
Winfield Associates, Inc. 4
Oppenheimer Funds Inc 4
Hanseatic Management Services Inc 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
Gratus Capital LLC 4
City State Bank 4
SOUTH STATE Corp 4
CIBC Asset Management Inc 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
Colony Group Llc 4
Dfpg Investments, Llc 4
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 4
Nachman Norwood & Parrott, Inc 4
Cohen & Steers, Inc. 4
Stanley-Laman Group, Ltd. 4
Stephens Inc /ar/ 4
Brookfield Asset Management Inc. 4
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4
Nbt Bank N A /ny 4
Riverhead Capital Management Llc 4
Destination Wealth Management 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
Deere & Co 4
Corton Capital Inc. 4
Prospera Financial Services Inc 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
CIBC World Markets Inc. 4
Sophrosyne Capital Llc 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 4
GV Financial Advisors 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
Westpac Banking Corp 4
Lincoln National Corp 4
River Wealth Advisors LLC 4
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 4
Associated Banc-corp 4
Armstrong Advisory Group, Inc 4
Itau Unibanco Holding S.A. 4
Selective Wealth Management, Inc. 4
Cribstone Capital Management, LLC 4
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 4
Dynamic Technology Lab Pte Ltd 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
Twinbeech Capital Lp 4
Sciencast Management LP 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 4
Kalos Management, Inc. 4
Brewin Dolphin Ltd 4
Advisor Partners Ii, Llc 4
Cozad Asset Management Inc 4
Alps Advisors Inc 4
Rodgers Brothers Inc. 4
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 4
Romano Brothers And Company 4
Arcadia Investment Management Corp/mi 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 4
Nvwm, Llc 4
Redmond Asset Management, LLC 4
Osborn Rohs Williams & Donohoe Ltd 4
Van Hulzen Asset Management, LLC 4
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 4
Petrus Trust Company, LTA 4
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 4
361 Capital Llc 4
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 4
Old Mutual Customised Solutions (proprietary) Ltd 4
Zions Bancorporation 4
Profunds - Profund Vp Small-cap Growth 4
Profunds - Profund Vp Small-cap Value 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
Penobscot Investment Management Company, Inc. 4
Xponance, Inc. 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
Sandy Spring Bank 4
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 4
Mason Street Advisors, Llc 4
St Germain D J Co Inc 4
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 4
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 4
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
Independent Portfolio Consultants, Inc. 4
Earnest Partners Llc 4
Childress Capital Advisors, Llc 4
FNY Investment Advisers, LLC 4
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 4
CX Institutional 4
Optiver Holding B.V. 4
Minichmacgregor Wealth Management, Llc 4
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 4
RMB Capital Management, LLC 4
Zurich Insurance Group Ltd/FI 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
Kozak & Associates, Inc. 4
Retirement Group, LLC 4
Boston Trust Walden Corp 4
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 4
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 4
Keybank National Association/oh 4
Cambridge Trust Co 4
Capital Guardian Trust Co 4
Delos Wealth Advisors, LLC 4
Weiss Strategic Interval Fund 4
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 4
Vantage Consulting Group Inc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
Raymond James Trust N.a. 4
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 4
Northern Trust Co Of Connecticut 4
Pathstone Family Office, Llc 4
Bedel Financial Consulting, Inc. 4
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 4
Royal Fund Management, LLC 4
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 4
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class 4
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 4
Dnp Select Income Fund Inc 4
RWM Asset Management, LLC 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 4
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 4
Syverson Strege & Co 4
Fortitude Advisory Group L.L.C. 4
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 4
Addison Advisors LLC 4
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
Longbow Capital Partners, L.P. 4
High Note Wealth, LLC 4
Wexford Capital Lp 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
Rsm Us Wealth Management Llc 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 4
Banque Pictet & Cie Sa 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
Denver Investment Advisors Llc 4
Beacon Capital Management, LLC 4
Atria Wealth Solutions, Inc. 4
Clark Capital Management Group, Inc. 4
Hussman Strategic Advisors, Inc. 4
Trustcore Financial Services, Llc 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
Vanguard Specialized Funds 4
Crewe Advisors LLC 4
Magnetar Financial LLC 4
Brinker Capital Investments, LLC 4
Kessler Investment Group, LLC 4
National Investment Services Inc /wi 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 4
Mycio Wealth Partners, Llc 4
Parisi Gray Wealth Management 4
Oliver Lagore Vanvalin Investment Group 4
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 4
Vigilant Capital Management, LLC 4
Buckingham Strategic Wealth, Llc 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
Ajo, Lp 4
NN Investment Partners Holdings N.V. 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
APBAX - Cavanal Hill Funds - Active Core Fund Investor 4
TRUE Private Wealth Advisors 4
Impax Asset Management (AIFM) Ltd 4
Paces Ferry Wealth Advisors, Llc 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
Blue Bell Private Wealth Management, Llc 4
Sigma Planning Corp 4
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 4
Bremer Bank National Association 4
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 4
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
Golden State Wealth Management, LLC 4
Colony Group, LLC 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
Gabelli Equity Series Funds Inc 4
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 4
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
Wealthfront Advisers Llc 4
nVerses Capital, LLC 4
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 4
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
Timber Hill LLC 4
Creekmur Asset Management LLC 4
Endurance Wealth Management, Inc. 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
Baillie Gifford & Co 4
FIL Ltd 4
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio 4
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 4
Pinnacle Associates Ltd 4
Qrg Capital Management, Inc. 4
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 4
Evoke Wealth, Llc 4
Whittier Trust Co Of Nevada Inc 4
Truewealth Llc 4
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 4
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 4
Wealthspire Advisors, LLC 4
Thompson Siegel & Walmsley Llc 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
Pathway Financial Advisers, LLC 4
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
Dixon Hughes Goodman Wealth Advisors LLC 4
Capstone Asset Management Co 4
Westport Resources Management Inc 4
Bogle Investment Management L P /de/ 4
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
Harvest Investment Services, LLC 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
Resources Investment Advisors, LLC. 4
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 4
Monarch Partners Asset Management LLC 4
Td Private Client Wealth Llc 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
Tiaa, Fsb 4
Pendal Group Ltd 4
EHLS - Tidal Trust II - Even Herd Long Short ETF 4
Clearbridge Investments, LLC 4
Globeflex Capital L P 3
Ecofin Advisors Ltd 3
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 3
Bridge Creek Capital Management LLC 3
Laurel Wealth Advisors, Inc. 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
Wealthfront Inc 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
EULAV Asset Management 3
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 3
First Foundation Advisors 3
Tradeworx Inc. 3
Washington Trust Bank 3
Barrington Strategic Wealth Management Group LLC 3
Archford Capital Strategies, LLC 3
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 3
Caxton Associates Lp 3
Dearborn Partners Llc 3
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 3
Fidelity Central Investment Portfolios LLC - Fidelity Utilities Central Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
U S Global Investors Inc 3
Soros Fund Management Llc 3
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 3
Rafferty Asset Management, LLC 3
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 3
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 3
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 3
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 3
Santa Fe Partners LLC 3
Dorsey & Whitney Trust CO LLC 3
Integrated Investment Consultants, LLC 3
Cbre Clarion Securities Llc 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
Invictus RG 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
SMITH HAYES Advisers, Inc 3
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 3
Belmont Global Advisors, Inc. 3
Greenleaf Trust 3
Oppenheimer Asset Management Inc. 3
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 3
Element Capital Management Llc 3
Trellus Management Company, LLC 3
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 3
Coastal Bridge Advisors, LLC 3
Phocas Financial Corp. 3
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 3
Lombard Odier Asset Management (Europe) Ltd 3
CSat Investment Advisory, L.P. 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 3
Compagnie Lombard Odier SCmA 3
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 3
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 3
Legato Capital Management LLC 3
Dubuque Bank & Trust Co 3
First Personal Financial Services 3
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 3
Institutional & Family Asset Management, Llc 3
NatWest Group plc 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 3
Cipher Capital LP 3
Horizon Investments, LLC 3
Ironsides Asset Advisors, LLC 3
Johnson Investment Counsel Inc 3
Prudential Plc 3
BNP Paribas Investment Partners S.A. 3
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 3
Agf Investments Inc. 3
City National Bank 3
Caldwell Securities, Inc 3
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 3
Aurora Investment Counsel 3
Antonetti Capital Management LLC 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
Societe Generale 3
Jackson, Grant Investment Advisers, Inc. 3
Delphi Private Advisors LLC 3
Nuveen Fund Advisors, LLC 3
Sarasin & Partners LLP 3
Barrett Asset Management, LLC 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
Palisades Investment Partners, LLC 3
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 3
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 3
Elite Wealth Management, Inc. 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
Osterweis Capital Management Inc 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 3
Corient Capital Partners, LLC 3
Reliance Trust Co Of Delaware 3
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 3
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 3
Clinton Group Inc 3
AGF Investments LLC 3
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 3
Private Advisory Group LLC 3
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 3
Blackstart Capital LP 3
McAdam, LLC 3
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 3
Teza Capital Management LLC 3
Capital Investment Advisory Services, LLC 3
Symmetry Partners, LLC 3
Flinton Capital Management LLC 3
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 3
Convergence Investment Partners, LLC 3
Maven Securities LTD 3
Adviser Investments LLC 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
Hartford Mutual Funds Inc/ct 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3
Colonial Trust Advisors 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
Point72 Europe (London) LLP 3
Dai-Ichi Life Insurance Company, Ltd 3
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3
HCR Wealth Advisors 3
Tyers Asset Management LLC 3
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 3
Wesbanco Bank Inc 3
General Motors Investment Management Corp 3
Doyle Wealth Management 3
Dunvegan Associates, Inc. 3
YorkBridge Wealth Partners, LLC 3
MARSHALL WACE ASIA Ltd 3
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 3
Bfsg, Llc 3
Banco Bilbao Vizcaya Argentaria, S.a. 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
Savior LLC 3
Bb&t Investment Services, Inc. 3
Riggs Asset Managment Co. Inc. 3
Keeley Asset Management Corp 3
Legacy Advisors, LLC 3
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 3
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3
Tower View Investment Management & Research LLC 3
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 3
Front Row Advisors LLC 3
Kovack Advisors, Inc. 3
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
Investment Centers Of America Inc 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 3
Claymore Exchange-traded Fund Trust 2 3
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 3
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 3
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 3
CPSIX - Unified Series Trust - Fci Bond Fund 3
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 3
Assured Investment Management LLC 3
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 3
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
VCSMX - VALIC Co I - Small Cap Fund 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
Janus Capital Management Llc 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
Capital World Investors 3
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 3
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 3
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 3
Carnick & Kubik, LLC 3
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 3
Icon Advisers Inc/co 3
Hallmark Capital Management Inc 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 3
Trust Co Of Toledo Na /oh/ 3
Cortina Asset Management, LLC 3
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 3
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
S.A. Mason LLC 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
Argent Capital Management Llc 3
Pacifica Partners Inc. 3
Gabelli Convertible & Income Securities Fund Inc 3
Great Diamond Partners, LLC 3
Quaker Wealth Management, LLC 3
Essex Financial Services, Inc. 3
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 3
CBIZ Investment Advisory Services, LLC 3
Carderock Capital Management Inc 3
Transamerica Financial Advisors, Inc. 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
Center for Financial Planning, Inc. 3
Regent Peak Wealth Advisors LLC 3
Wealth Quarterback LLC 3
Archer Investment Corp 3
PAX Financial Group, LLC 3
Procyon Private Wealth Partners, LLC 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
TIMOTHY PLAN - Timothy Strategic Variable 3
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 3
North Point Portfolio Managers Corp/oh 3
RMR Wealth Builders 3
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
Tri-continental Corp 3
Jaffetilchin Investment Partners, LLC 3
F&C Asset Management plc 3
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 3
Advisor Partners Llc 3
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 3
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 3
Ziegler Capital Management, LLC 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
Joel Isaacson & Co., LLC 3
Bank Julius Baer & Co. Ltd, Zurich 3
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 3
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
Bridgewater Associates, LP 3
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
KIFAX - Forward Funds - Salient Select Income Fund Class A 3
Dividend Asset Capital, Llc 3
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 3
ArrowMark Colorado Holdings LLC 3
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 3
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 3
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 3
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 3
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 3
Winslow, Evans & Crocker, Inc. 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
Rothschild Investment Corp /il 3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 3
Lombard Odier Asset Management (USA) Corp 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 3
Yorktown Management & Research Co Inc 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 3
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 3
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 3
Coastline Trust Co 3
RBB FUND, INC. - Adara Smaller Companies Fund 3
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 3
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 3
Atlas Private Wealth Advisors 3
Corbenic Partners LLC 3
First Wilshire Securities Management Inc 3
Pnc Funds 3
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 3
Knight Capital Group, Inc. 3
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 3
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 3
Agf Management Ltd 3
Heartland Advisors Inc 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
Jackson Creek Investment Advisors LLC 3
Kestra Private Wealth Services, Llc 3
TFC Financial Management 3
Fort Washington Investment Advisors Inc /oh/ 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 3
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 3
Diversified, LLC 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
Ellsworth Advisors, LLC 3
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 3
Charter Trust Co 3
Kanaly Trust Co 3
Pittenger & Anderson Inc 3
Cannon Global Investment Management, LLC 3
WealthTrust-Arizona, LLC 3
Charter Oak Capital Management, LLC 3
Reaves Utility Income Fund 3
Mizuho Securities Usa Llc 3
Personal Capital Advisors Corp 3
Css Llc/il 3
Calamos Global Dynamic Income Fund 3
Kowal Investment Group, LLC 3
Main Street Financial Solutions, LLC 3
B. Metzler seel. Sohn & Co. Holding AG 3
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 3
Cnh Partners Llc 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
Canvas Wealth Advisors, LLC 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 3
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
Hennion & Walsh Asset Management, Inc. 3
Sierra Capital LLC 3
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 3
Sageworth Trust Co of South Dakota 3
Green Alpha Advisors, LLC 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 3
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 3
Brighton Jones Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 3
Advisor Resource Council 3
Ubs Oconnor Llc 3
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 3
Claraphi Advisory Network, LLC 3
Clarus Wealth Advisors 3
Cushing Asset Management, Lp 3
First Affirmative Financial Network 3
U.S. Capital Wealth Advisors, LLC 3
Arjuna Capital 3
FourThought Financial, LLC 3
Redwood Investment Management, Llc 3
Alpine Woods Capital Investors, Llc 3
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 3
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 3
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A 3
MainStay CBRE Global Infrastructure Megatrends Fund 3
Alphasimplex Group, Llc 3
Amplius Wealth Advisors, LLC 3
Kiley Juergens Wealth Management, Llc 3
Harfst & Associates, Inc. 3
Retirement Planning Co of New England, Inc. 3
Wealth Effects Llc 3
Alan B. Lancz & Associates, Inc. 3
Premia Global Advisors, Llc 3
First Command Advisory Services, Inc. 3
HoyleCohen, LLC 3
Metis Global Partners, LLC 3
Washington Trust Advisors, Inc. 3
B. Metzler seel. Sohn & Co. AG 3
Mbb Public Markets I Llc 3
Solstein Capital, LLC 3
Eagle Asset Management Inc 3
Prime Capital Investment Advisors, LLC 3
Ulland Investment Advisors, LLC 3
CNB Bank 3
Byrne Asset Management LLC 3
Wasatch Advisors Inc 3
First Interstate Bank 3
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3
Simplicity Wealth,LLC 3
Nuveen Multi-Asset Income Fund 3
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 3
Savant Capital, LLC 3
McIlrath & Eck, LLC 3
McKinley Carter Wealth Services, Inc. 3
Mainstay Capital Management Llc /adv 3
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 3
Atlas Capital Advisors Llc 3
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 3
Palisade Capital Management Llc/nj 3
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 3
Gofen & Glossberg Llc /il/ 3
Cyrus J. Lawrence, LLC 3
High Net Worth Advisory Group LLC 3
Elo Mutual Pension Insurance Co 3
Hazlett, Burt & Watson, Inc. 3
Elmwood Wealth Management, Inc. 3
Beaird Harris Wealth Management, LLC 3
First Mercantile Trust Co 3
Integrated Wealth Concepts LLC 3
FUKOKU MUTUAL LIFE INSURANCE Co 3
Heritage Financial Services, LLC 3
Mount Yale Investment Advisors, LLC 3
Unigestion Holding SA 3
Windsor Capital Management, LLC 3
Hudock, Inc. 3
New Harbor Financial Group, LLC 3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
Coston, McIsaac & Partners 3
FIXT - Procure ETF Trust II - Procure Disaster Recovery Strategy ETF 3
Foundations Investment Advisors, LLC 3
Wealthstar Advisors, Llc 3
Johnson & White Wealth Management, LLC 3
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF 3
Equitable Holdings, Inc. 3
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
VitalStone Financial, LLC 3
Bell Rock Capital Llc 3
First Midwest Bank Trust Division 3
Glass Jacobson Investment Advisors llc 3
Resources Management Corp /ct/ /adv 3
Bleakley Financial Group, LLC 3
Northstar Asset Management Inc 3
Delta Investment Management, LLC 3
Axq Capital, Lp 3
Ellis Investment Partners, LLC 3
Grey Fox Wealth Advisors, LLC 3
Oak Hill Wealth Advisors, Llc 3
Kula Investments, LLC 3
Numerai GP LLC 3
Readystate Asset Management Lp 3
Highstreet Asset Management Inc. 3
Grandview Asset Management LLC 3
Ausbil Investment Management Ltd 3
Cary Street Partner Investment Advisory Llc 3
Ruedi Wealth Management, Inc. 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
Personal Wealth Partners 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
Hexavest Inc. 3
Stratos Wealth Advisors, LLC 3
Arabesque Asset Management Ltd 3
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 3
Ci Investments Inc. 3
25 Llc 3
Aptus Capital Advisors, LLC 3
Tucker Asset Management Llc 3
PFG Investments, LLC 3
Townsquare Capital Llc 3
Imprint Wealth LLC 3
SWAN Capital LLC 3
Apollon Wealth Management, LLC 3
Zions Bancorporation, N.A. 3
Empower Advisory Group, LLC 3
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 3
Magnus Financial Group LLC 3
Atomi Financial Group, Inc. 3
Manatuck Hill Partners, LLC 3
Neo Ivy Capital Management 3
Kingswood Wealth Advisors, Llc 3
Alyeska Investment Group, L.P. 3
O'Shares Investment Advisers, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 3
Strategic Blueprint, LLC 3
VisionPoint Advisory Group, LLC 3
Yaupon Capital Management LP 3
Nbc Securities, Inc. 3
Envestnet Portfolio Solutions, Inc. 3
Vident Advisory, LLC 3
Aspire Private Capital, LLC 3
Winch Advisory Services, LLC 3
Mid Atlantic Financial Management Inc/adv 3
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 3
Anchor Investment Management, LLC 3
Surevest, LLC 3
Orrstown Financial Services Inc 3
Custom Index Systems, Llc 3
Kore Private Wealth LLC 3
Great Valley Advisor Group, Inc. 3
Prestige Wealth Management Group LLC 3
Adirondack Trust Co 3
Plato Investment Management Ltd 3
Susquehanna Portfolio Strategies, LLC 3
Horizon Kinetics Asset Management Llc 3
Foster Dykema Cabot & Partners, Llc 3
Stewart & Patten Co Llc 3
Entropy Technologies, LP 3
Delta Asset Management Llc/tn 3
Weaver Consulting Group 3
Alpha Windward Llc 3
Fruth Investment Management 3
Chevy Chase Trust Holdings, Inc. 3
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF 3
Spirit Of America Management Corp/ny 3
Principle Wealth Partners Llc 3
TCF National Bank 3
Kapitalo Investimentos Ltda 3
WealthCollab, LLC 3
Blackrock Ecosolutions Investment Trust 3
Triad Wealth Partners, LLC 3
CCMG - EA Series Trust - CCM Global Equity ETF 3
Wetherby Asset Management Inc 3
Douglass Winthrop Advisors, LLC 3
Hilltop National Bank 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
First Financial Corp /in/ 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 3
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
Fisher Asset Management, LLC 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 3
Dalton Greiner Hartman Maher & Co 3
Brown, Lisle/cummings, Inc. 3
BTG Pactual Asset Management US LLC 3
First PREMIER Bank 3
Northwest & Ethical Investments L.P. 3
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 3
Hirtle Callaghan & Co LLC 3
Highline Wealth Partners Llc 3
Quantitative Investment Management, LLC 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 3
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 3
Avanza Fonder AB 3
Lenox Wealth Advisors, LLC 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
Asset Planning,Inc 3
Gwn Securities Inc. 3
Jain Global LLC 3
West Oak Capital, LLC 3
Kiker Wealth Management, LLC 3
Millstone Evans Group, LLC 3
WealthTrak Capital Management LLC 3
Kistler-Tiffany Companies, LLC 3
Rossby Financial, LCC 3
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 3
Park National Corp /oh/ 3
PharVision Advisers, LLC 3
Toth Financial Advisory Corp 3
Modera Wealth Management, LLC 3
Putney Financial Group LLC 3
Old National Bancorp /in/ 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Balentine LLC 3
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 3
Tealwood Asset Management Inc 3
Geneva Advisors, LLC 3
EagleClaw Capital Managment, LLC 3
Nwam Llc 3
Emory University 3
ETRADE Capital Management LLC 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 3
ACG Wealth 3
CAPROCK Group, Inc. 3
Pacer Advisors, Inc. 3
Cedar Hill Associates, Llc 3
Bartlett & Co. LLC 3
Advisory Alpha, LLC 3
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 3
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 3
American National Insurance Co /tx/ 3
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 3
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 3
Cantor Fitzgerald, L. P. 3
Argent Trust Co 3
Massachusetts Financial Services Co /ma/ 3
Kingfisher Capital LLC 3
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 3
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 3
Picton Mahoney Asset Management 3
Bremer Trust National Association 3
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 3
Barings Llc 3
First Citizens Bank & Trust Co 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
Ledyard National Bank 3
Candriam Luxembourg S.C.A. 3
Pennsylvania Trust Co 3
Integrated Wealth Management 3
Confluence Investment Management Llc 3
Searle & Co. 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
Diversified Trust Co 3
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 3
Halbert Hargrove Global Advisors, Llc 3
HighPoint Advisor Group LLC 3
Hendershot Investments Inc. 3
Bellecapital International Ltd. 3
TSP Capital Management Group, LLC 3
RWC Asset Management LLP 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
Cramer Rosenthal Mcglynn Llc 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 3
HAP Trading, LLC 3
Liberty Mutual Group Asset Management Inc. 3
Piermont Capital Management LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class 3
Crestwood Advisors Group LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 3
Perigon Wealth Management, LLC 3
Chemical Bank 3
Apriem Advisors 3
Gupta Wealth Management LLC 3
Usa Mutuals Advisors, Inc. 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
Fernwood Investment Management, LLC 3
Capital Analysts, Inc. 3
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
Wbi Investments, Inc. 3
Concert Wealth Management Inc. 3
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 3
Hoxton Financial, Inc. 3
Boston Private Bank & Trust Co 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
Haberer Registered Investment Advisor Inc 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Vanguard Whitehall Funds 3
Harel Insurance Investments & Financial Services Ltd. 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
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 3
Kleinwort Benson Investors Dublin Ltd 3
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 3
Jefferies Financial Group Inc. 3
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 3
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 3
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
Horizon Investment Services, LLC 3
Virginia Retirement System 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3