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
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 24
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 24
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 23
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market 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
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 21
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 21
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 20
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
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 19
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 18
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 18
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 18
BlackRock, Inc. 18
Proequities, Inc. 18
UBS Group AG 17
Wells Fargo & Company/mn 17
Jpmorgan Chase & Co 17
Royal Bank Of Canada 17
Barclays Plc 17
State Street Corp 17
Pnc Financial Services Group, Inc. 17
Invesco Ltd. 17
Simplex Trading, Llc 17
Bank Of America Corp /de/ 17
SG Americas Securities, LLC 16
California Public Employees Retirement System 16
Susquehanna International Group, Llp 16
Citigroup Inc 16
Parametric Portfolio Associates Llc 16
Aqr Capital Management Llc 16
Vanguard Group Inc 16
Renaissance Technologies Llc 16
Northern Trust Corp 16
Goldman Sachs Group Inc 16
Cwm, Llc 16
Deutsche Bank Ag\ 16
Bank Of Montreal /can/ 16
Geode Capital Management, Llc 16
Charles Schwab Investment Management Inc 16
Bessemer Group Inc 16
Manufacturers Life Insurance Company, The 16
Fmr Llc 16
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 16
Nuveen Asset Management, LLC 16
Bank of New York Mellon Corp 16
Bnp Paribas Arbitrage, Sa 16
Morgan Stanley 16
Dimensional Fund Advisors Lp 16
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 16
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 16
MetLife Investment Management, LLC 15
Citadel Advisors Llc 15
Janney Montgomery Scott LLC 15
Legal & General Group Plc 15
New York State Common Retirement Fund 15
Credit Suisse Ag/ 15
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 15
Millennium Management Llc 15
Russell Investments Group, Ltd. 15
Rhumbline Advisers 15
KBC Group NV 15
IFP Advisors, Inc 15
Parallax Volatility Advisers, L.P. 15
Marshall Wace, Llp 15
Squarepoint Ops LLC 15
Tower Research Capital LLC (TRC) 15
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 15
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 15
ProShare Advisors LLC 15
First Manhattan Co 15
Ameriprise Financial Inc 15
American International Group, Inc. 15
Jane Street Group, Llc 15
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 15
California State Teachers Retirement System 15
BlackRock Advisors LLC 15
BlackRock Investment Management, LLC 14
Allspring Global Investments Holdings, LLC 14
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 14
Prudential Financial Inc 14
Raymond James Financial Inc 14
Martingale Asset Management L P 14
Arrowstreet Capital, Limited Partnership 14
BlackRock Fund Advisors 14
Franklin Resources Inc 14
Captrust Financial Advisors 14
State Board Of Administration Of Florida Retirement System 14
Tiaa Cref Investment Management Llc 14
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14
Panagora Asset Management Inc 14
Cubist Systematic Strategies, LLC 14
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 14
Ladenburg Thalmann Financial Services Inc 14
Teachers Advisors, Llc 14
Great West Life Assurance Co /can/ 14
Acadian Asset Management Llc 14
Two Sigma Advisers, Lp 14
Advisory Services Network, LLC 14
Advisor Group Holdings, Inc. 14
Alliancebernstein L.p. 14
Allworth Financial LP 14
Zurcher Kantonalbank (Zurich Cantonalbank) 14
Raymond James & Associates 14
D. E. Shaw & Co., Inc. 14
Hsbc Holdings Plc 14
BlackRock Institutional Trust Company, N.A. 14
Victory Capital Management Inc 14
Parallel Advisors, LLC 14
Smartleaf Asset Management LLC 14
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 14
Advisor Group, Inc. 14
Metropolitan Life Insurance Co/ny 14
Norges Bank 14
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 13
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 13
Ameritas Investment Partners, Inc. 13
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13
Russell Frank Co/ 13
Guggenheim Capital Llc 13
Huntington National Bank 13
EverSource Wealth Advisors, LLC 13
IWV - iSHARES TRUST - iShares Russell 3000 ETF 13
State Of Wisconsin Investment Board 13
GAMMA Investing LLC 13
Hrt Financial Lp 13
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 13
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 13
Strs Ohio 13
ELCO Management Co., LLC 13
First Trust Advisors Lp 13
Federated Hermes, Inc. 13
Ubs Ag 13
Proficio Capital Partners LLC 13
Northwestern Mutual Wealth Management Co 13
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 13
Meeder Asset Management Inc 13
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 13
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 13
Gabelli Funds Llc 13
Two Sigma Investments, Lp 13
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 13
Group One Trading, L.p. 13
Quadrant Capital Group Llc 13
Nationwide Fund Advisors 13
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 13
Emerald Acquisition Ltd. 13
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 13
Sei Investments Co 13
Principal Financial Group Inc 13
Farther Finance Advisors, LLC 13
American Century Companies Inc 13
Manchester Capital Management LLC 13
Los Angeles Capital Management Llc 13
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 13
Cutler Group LP 13
PEAK6 Investments, L.P. 13
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 13
Gsa Capital Partners Llp 13
Trexquant Investment LP 13
WFG Advisors, LP 13
Water Asset Management LLC 13
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 13
Price T Rowe Associates Inc /md/ 13
Piedmont Investment Advisors Llc 13
Nisa Investment Advisors, Llc 13
Ellevest, Inc. 13
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 13
Virtu Financial LLC 13
Us Bancorp \de\ 13
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 12
Quadrature Capital Ltd 12
Stifel Financial Corp 12
Ubs Asset Management Americas Inc 12
SBI Securities Co., Ltd. 12
Cullen Capital Management, LLC 12
Clear Harbor Asset Management, LLC 12
Thrivent Financial For Lutherans 12
HighTower Advisors, LLC 12
Point72 Hong Kong Ltd 12
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 12
Jones Financial Companies Lllp 12
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 12
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 12
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 12
Covestor Ltd 12
Parkside Financial Bank & Trust 12
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 12
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 12
Sterling Capital Management LLC 12
Lazard Asset Management Llc 12
Engineers Gate Manager LP 12
Jump Financial, LLC 12
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 12
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 12
PDT Partners, LLC 12
Wolverine Trading, Llc 12
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 12
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 12
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 12
Qube Research & Technologies Ltd 12
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 12
Amalgamated Bank 12
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 12
Commonwealth Equity Services, Llc 12
Signaturefd, Llc 12
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 12
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 12
Aquatic Capital Management LLC 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
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 12
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 12
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 12
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 12
Voya Investment Management Llc 12
Paloma Partners Management Co 12
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 12
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 12
Kcg Holdings, Inc. 12
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 12
Creative Planning 12
Campbell & CO Investment Adviser LLC 12
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 11
NEXT Financial Group, Inc 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
ExodusPoint Capital Management, LP 11
Nuveen, LLC 11
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 11
Envestnet Asset Management Inc 11
Ronald Blue Trust, Inc. 11
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
D.a. Davidson & Co. 11
Amalgamated Financial Corp. 11
Bbr Partners, Llc 11
Aperio Group, LLC 11
Ergoteles LLC 11
Man Group plc 11
PENN SERIES FUNDS INC - Small Cap Index Fund 11
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 11
Jefferies Group LLC 11
IWM - iSHARES TRUST - iShares Russell 2000 ETF 11
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 11
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 11
Lindbrook Capital, Llc 11
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 11
Janney Capital Management LLC 11
True Wealth Design, LLC 11
Tortoise Index Solutions, LLC 11
Cornerstone Planning Group LLC 11
Commonwealth Equity Services, Inc 11
Profunds - Profund Vp Small-cap 11
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 11
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 11
Berman Capital Advisors, LLC 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 11
MetLife Securities, Inc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 11
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 11
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 11
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 11
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 11
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 11
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 11
Rockefeller Capital Management L.P. 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 11
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 11
Coldstream Capital Management Inc 11
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 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
Glenmede Trust Co Na 11
Corebridge Financial, Inc. 11
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 11
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
Gitterman Wealth Management, LLC 11
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 11
Teton Advisors, Inc. 11
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 11
LPL Financial LLC 11
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 11
Police & Firemen's Retirement System of New Jersey 11
Dynamic Technology Lab Private Ltd 11
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 11
SRS Capital Advisors, Inc. 11
XTX Topco Ltd 11
Gabelli Utility Trust 11
NSIDX - Northern Funds - Northern Small Cap Index Fund 11
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11
PEAK6 Investments LLC 11
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 11
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 11
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11
Private Advisor Group, LLC 11
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 11
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 11
AdvisorNet Financial, Inc 11
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 11
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 11
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11
Profunds - Profund Vp Ultrasmall-cap 11
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 11
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 11
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 11
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 11
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 11
Creative Financial Designs Inc /adv 11
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 11
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 11
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 11
Prelude Capital Management, Llc 11
Municipal Employees' Retirement System of Michigan 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 11
Walleye Trading LLC 11
Fifth Third Bancorp 11
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 11
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 11
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 10
Mariner, LLC 10
Glassman Wealth Services 10
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 10
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 10
RidgeWorth Capital Management LLC 10
Numeric Investors Llc 10
Quantbot Technologies LP 10
Sofos Investments, Inc. 10
Jfs Wealth Advisors, Llc 10
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 10
Assetmark, Inc 10
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 10
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 10
Intech Investment Management Llc 10
Global Retirement Partners, LLC 10
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 10
CIBC Private Wealth Group, LLC 10
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 10
CenterBook Partners LP 10
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
Walleye Capital LLC 10
CWM Advisors, LLC 10
Teacher Retirement System Of Texas 10
Quantamental Technologies LLC 10
CI Private Wealth, LLC 10
American Portfolios Advisors 10
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 10
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 10
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 10
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 10
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 10
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 10
Swiss National Bank 10
Cambridge Investment Research Advisors, Inc. 10
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 10
Cutter & CO Brokerage, Inc. 10
MAI Capital Management 10
Capital Performance Advisors Llp 10
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 10
Alberta Investment Management Corp 10
Brown Brothers Harriman & Co 10
Pinnacle Wealth Planning Services, Inc. 10
Atom Investors LP 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 10
Ground Swell Capital, LLC 10
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 10
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 10
Fortitude Family Office, LLC 10
A.R.T. Advisors, LLC 10
VCSLX - VALIC Co I - Small Cap Index Fund 10
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 10
North Star Investment Management Corp. 10
Whittier Trust Co 10
Acrospire Investment Management LLC 10
Usca Ria Llc 10
AQWA - Global X Funds - Global X Clean Water ETF 10
Occudo Quantitative Strategies Lp 10
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 10
Geneos Wealth Management Inc. 10
Calvert Investment Management, Inc. 10
Steward Partners Investment Advisory, Llc 10
Tortoise Capital Advisors, L.l.c. 10
Harbour Investments, Inc. 10
Kennedy Capital Management, Inc. 10
Marshall Wace North America L.P. 10
Macquarie Group Ltd 10
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 10
Capstone Investment Advisors, Llc 10
SLPIX - Profunds - Small-cap Profund Investor Class 10
Zacks Investment Management 10
Sowell Financial Services LLC 10
Assenagon Asset Management S.A. 10
Verition Fund Management LLC 10
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 10
Oxford Asset Management Llp 10
Versant Capital Management, Inc 10
Wellington Management Group Llp 10
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 10
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 10
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10
Point72 Asset Management, L.P. 10
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 10
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 10
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 10
Rehmann Capital Advisory Group 10
Tudor Investment Corp Et Al 10
Advanced Series Trust - Ast Small-cap Growth Portfolio 10
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 10
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10
Raymond James Financial Services Advisors, Inc. 10
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 10
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 10
Kepos Capital LP 10
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 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
Menta Capital Llc 10
QS Investors, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 10
Comerica Bank 10
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index 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
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 9
Janus Henderson Group Plc 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
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 9
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF 9
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 9
Summit Global Investments 9
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 9
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9
Handelsbanken Fonder AB 9
GAM Holding AG 9
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 9
Cetera Investment Advisers 9
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 9
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 9
Advisors Asset Management, Inc. 9
State of New Jersey Common Pension Fund D 9
Fieldpoint Private Securities, LLC 9
Pictet Asset Management Sa 9
Amundi 9
Flagship Harbor Advisors, Llc 9
RSSL - Global X Funds - Global X Russell 2000 ETF 9
Rothschild Investment Llc 9
Bridgeway Capital Management Inc 9
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 9
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 9
Point72 (DIFC) Ltd 9
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
Karp Capital Management Corp 9
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 9
Atria Investments Llc 9
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 9
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 9
GWM Advisors LLC 9
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 9
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 9
EntryPoint Capital, LLC 9
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 9
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
Principal Securities, Inc. 9
BlackRock Group LTD 9
M&t Bank Corp 9
Y-Intercept (Hong Kong) Ltd 9
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 9
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 9
Centiva Capital, LP 9
Gamco Investors, Inc. Et Al 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 9
Umb Bank N A/mo 9
Nuance Investments, Llc 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
Balyasny Asset Management Llc 9
National Planning Corp 9
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 9
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 9
Pictet Asset Management Holding SA 9
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 9
First Quadrant L P/ca 9
Financial Gravity Companies, Inc. 9
Stratos Wealth Partners, LTD. 9
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 9
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 9
Guggenheim Active Allocation Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 9
Larson Financial Group LLC 9
First Horizon Advisors, Inc. 9
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 9
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 9
DekaBank Deutsche Girozentrale 9
Winton Capital Group Ltd 9
Ballentine Partners, LLC 9
Gabelli Global Utility & Income Trust 9
Eaton Vance Management 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 9
Ethic Inc. 9
O'shaughnessy Asset Management, Llc 9
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 9
Meridian Wealth Partners, LLC 9
Chicago Equity Partners Llc 9
Caitong International Asset Management Co., Ltd 9
Susquehanna Fundamental Investments, Llc 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 9
Public Employees Retirement Association Of Colorado 9
Schonfeld Strategic Advisors LLC 9
Allianz Asset Management GmbH 9
Sanctuary Wealth Advisors, LLC 9
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 9
Capital Advisors, Ltd. LLC 9
Cerity Partners LLC 9
Point72 Asia (Singapore) Pte. Ltd. 9
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 9
Connor, Clark & Lunn Investment Management Ltd. 9
Mackay Shields Llc 9
Toronto Dominion Bank 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 9
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
Private Capital Group, LLC 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 8
Oppenheimer & Co Inc 8
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
Old Mission Capital Llc 8
EAM Investors, LLC 8
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 8
Yousif Capital Management, Llc 8
National Bank Of Canada /fi/ 8
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 8
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 8
Bell Investment Advisors, Inc 8
MUFG Americas Holdings Corp 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
Schroder Investment Management Group 8
NOSGX - Northern Funds - Northern Small Cap Value Fund 8
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 8
Cetera Advisor Networks LLC 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
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
Baird Financial Group, Inc. 8
Cornerstone Capital Management Holdings Llc. 8
Royce & Associates Lp 8
TCI Wealth Advisors, Inc. 8
State of Tennessee, Treasury Department 8
Truist Financial Corp 8
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 8
Reilly Financial Advisors, Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 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
Gradient Investments LLC 8
National Asset Management, Inc. 8
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 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
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 8
Public Employees Retirement System Of Ohio 8
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 8
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value 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
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 8
Versor Investments LP 8
Tfs Capital Llc 8
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 8
Eqis Capital Management, Inc. 8
Alpine Global Management, LLC 8
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 8
Summit Global Management, Inc. 8
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 8
Carroll Financial Associates, Inc. 8
Benjamin F. Edwards & Company, Inc. 8
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 8
Harbor Investment Advisory, Llc 8
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 8
Mirae Asset Global Investments Co., Ltd. 8
Nomura Asset Management Co Ltd 8
Belpointe Asset Management LLC 8
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 8
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 8
Federation des caisses Desjardins du Quebec 8
IWC - iSHARES TRUST - iShares Micro-Cap ETF 8
Vanguard Index Funds 8
Avion Wealth 8
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 8
Tfo-tdc, Llc 8
FineMark National Bank & Trust 8
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 8
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 8
New Age Alpha Advisors, LLC 8
Skopos Labs, Inc. 8
Private Wealth Management Group, LLC 8
Principal Funds Inc 8
DiNuzzo Private Wealth, Inc. 8
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 8
New York State Teachers Retirement System 8
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 8
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 8
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 8
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 8
Quantinno Capital Management LP 8
Massmutual Trust Co Fsb/adv 8
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 8
Amundi Pioneer Asset Management Inc 8
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares 8
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 8
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 8
Tokio Marine Asset Management Co Ltd 8
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8
Credit Agricole S A 8
Deprince Race & Zollo Inc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 8
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 8
Enterprise Financial Services Corp 8
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 8
ClariVest Asset Management LLC 8
Forward Management, LLC 8
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 8
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 8
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 8
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 8
First Republic Investment Management, Inc. 8
Vident Investment Advisory, LLC 7
Voloridge Investment Management, Llc 7
Wedge Capital Management L L P/nc 7
Dupont Capital Management Corp 7
Independent Advisor Alliance 7
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 7
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 7
Inceptionr Llc 7
LGT Financial Advisors LLC 7
T. Rowe Price Investment Management, Inc. 7
Millburn Ridgefield Corp 7
Nomura Holdings Inc 7
Bokf, Na 7
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 7
Tcwp Llc 7
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 7
West Tower Group, LLC 7
Principal Diversified Select Real Asset Fund 7
Skandinaviska Enskilda Banken AB (publ) 7
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF 7
Point72 Middle East FZE 7
AE Wealth Management LLC 7
Rational Advisors Llc 7
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
NOBOX - Northern Funds - Northern Bond Index Fund 7
Jacobs Levy Equity Management, Inc 7
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 7
Farmers & Merchants Investments Inc 7
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 7
Northwest Investment Counselors, Llc 7
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 7
Cornerstone Advisors, Inc. 7
Arizona State Retirement System 7
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 7
Costello Asset Management, INC 7
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 7
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 7
Grantham, Mayo, Van Otterloo & Co. LLC 7
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 7
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 7
Brookstone Capital Management 7
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 7
Universal- Beteiligungs- und Servicegesellschaft mbH 7
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 7
Hantz Financial Services, Inc. 7
Hillsdale Investment Management Inc. 7
Hartland & Co., LLC 7
Catalyst Capital Advisors LLC 7
Baker Avenue Asset Management, LP 7
Mirabella Financial Services Llp 7
R Squared Ltd 7
Quest Partners 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
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 7
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 7
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 7
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 7
First Pacific Financial 7
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 7
Commonwealth Bank Of Australia 7
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 7
Magellan Asset Management Ltd 7
Mercer Global Advisors Inc /adv 7
Daiwa Securities Group Inc. 7
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 7
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 7
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 7
GPS Wealth Strategies Group, LLC 7
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 7
Zimmer Partners, LP 7
Nine Chapters Capital Management LLC 7
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 7
Maryland State Retirement & Pension System 7
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 7
Orion Portfolio Solutions, LLC 7
VDAFX - VALIC Co I - Dynamic Allocation Fund 7
Mutual Of America Capital Management Llc 7
Kestra Advisory Services, LLC 7
Gotham Asset Management, LLC 7
Financial Architects, Inc 7
Humankind Benefit Corp - Humankind US Stock ETF 7
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 7
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 7
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 7
Duff & Phelps Investment Management Co 7
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 7
Glen Eagle Advisors, LLC 7
AMP Capital Investors Ltd 7
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 7
State Farm Variable Product Trust 7
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 7
Thompson Davis & Co., Inc. 7
Schubert & Co 7
FORA Capital, LLC 7
IndexIQ Advisors LLC 7
UniSuper Management Pty Ltd 7
Catalyst Funds Management Pty Ltd 7
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 7
Spire Wealth Management 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
State Farm Mutual Fund Trust 7
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 7
Forsta Ap-fonden 7
Twin Peaks Wealth Advisors, LLC 7
New England Securities Corp /MA/ 7
Coppell Advisory Solutions LLC 7
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 7
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 7
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 7
Vontobel Holding Ltd. 7
Guardian Wealth Advisors, LLC 7
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 7
Td Asset Management Inc 7
Sonora Investment Management, LLC 7
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 7
Atlantic Trust, LLC 7
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 7
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 7
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 7
Boothbay Fund Management, Llc 7
Cornercap Investment Counsel Inc 7
Howe & Rusling Inc 7
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 7
Clear Street Markets Llc 7
Weiss Asset Management LP 7
NewSquare Capital LLC 7
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 7
Arrow Financial Corp 7
BNP Paribas Asset Management Holding S.A. 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
Mml Investors Services, Llc 7
Money Concepts Capital Corp 7
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 7
Neuberger Berman Group LLC 7
Dark Forest Capital Management Lp 7
Asset Management One Co., Ltd. 7
CoreCap Advisors, LLC 7
Exchange Traded Concepts, Llc 7
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7
College Retirement Equities Fund 7
Cornerstone Wealth Management, LLC 7
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 7
Quantitative Systematic Strategies LLC 7
Tiaa-cref Funds 7
Klp Kapitalforvaltning As 7
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 7
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 7
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 7
Krane Funds Advisors LLC 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 7
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 7
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 7
CoreCommodity Management, LLC 7
Axa S.a. 7
Canada Pension Plan Investment Board 7
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 7
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 7
Clean Yield Group 7
Crossmark Global Holdings, Inc. 7
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 6
Ameritas Investment Corp 6
Avantax Advisory Services, Inc. 6
Innealta Capital, Llc 6
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 6
Natixis Investment Managers International 6
Ostrum Asset Management 6
Cordant, Inc. 6
Westside Investment Management, Inc. 6
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 6
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 6
Lido Advisors, LLC 6
Ontario Teachers Pension Plan Board 6
Aster Capital Management (DIFC) Ltd 6
Tfs Capital Investment Trust 6
United Services Automobile Association 6
Cibc World Markets Corp 6
WealthPLAN Partners, LLC 6
Wolverine Asset Management Llc 6
State of Alaska, Department of Revenue 6
Psagot Value Holdings Ltd. / (Israel) 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
Analytic Investors, LLC 6
Cresset Asset Management, LLC 6
Contravisory Investment Management, Inc. 6
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 6
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 6
Private Trust Co Na 6
We Are One Seven, LLC 6
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 6
Phoenix Holdings Ltd. 6
RobecoSam USA, Inc. 6
Rise Advisors, LLC 6
Moors & Cabot, Inc. 6
Wealthcare Capital Management Llc 6
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
Centaurus Financial, Inc. 6
Toroso Investments, LLC 6
Abound Wealth Management 6
Capital Bank & Trust Co 6
Tibra Equities Europe Ltd 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
Putnam Investments Llc 6
Eudaimonia Partners, LLC 6
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 6
Annis Gardner Whiting Capital Advisors, LLC 6
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 6
Private Ocean, LLC 6
Segall Bryant & Hamill, Llc 6
Continuum Advisory, LLC 6
Csenge Advisory Group 6
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 6
TD Waterhouse Canada Inc. 6
Laurion Capital Management LP 6
Valeo Financial Advisors, LLC 6
Oppenheimer Etf Trust 6
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 6
Cetera Advisors LLC 6
Louisiana State Employees Retirement System 6
Regal Investment Advisors LLC 6
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 6
Simon Quick Advisors, Llc 6
Hemington Wealth Management 6
Nfj Investment Group, Llc 6
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 6
Baldwin Brothers Inc/ma 6
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 6
Dorsey Wright & Associates 6
Ellington Management Group Llc 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 6
International Assets Investment Management, Llc 6
Mckinley Capital Management Llc /delaware 6
Sargent Bickham Lagudis LLC 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 6
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 6
Teachers Retirement System Of The State Of Kentucky 6
Brevan Howard Capital Management LP 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
Mitsubishi UFJ Trust & Banking Corp 6
New York Life Investment Management Llc 6
Liberty Wealth Management Llc 6
Newbridge Financial Services Group, Inc. 6
State of New Jersey Common Pension Fund A 6
Sei Trust Co 6
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 6
Vantagepoint Funds 6
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class 6
Texas Permanent School Fund 6
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 6
Veriti Management LLC 6
Concord Wealth Partners 6
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 6
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 6
Penserra Capital Management LLC 6
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 6
First National Corp /ma/ /adv 6
Tsfg, Llc 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
Shell Asset Management Co 6
Kings Point Capital Management 6
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 6
Wealth Enhancement Advisory Services, Llc 6
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 6
Venturi Wealth Management, LLC 6
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 6
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 6
WASHINGTON TRUST Co 6
Westwood Holdings Group Inc 6
Everence Capital Management Inc 6
Robeco Schweiz AG 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
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
Stevens Capital Management Lp 6
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 6
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 6
Virginia Retirement Systems Et Al 6
Profund Advisors Llc 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
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 6
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 6
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 6
Mather Group, Llc. 6
Regions Financial Corp 6
Six Circles Trust - Six Circles Global Bond Fund 6
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 6
Ensign Peak Advisors, Inc 6
Arkadios Wealth Advisors 6
USA Financial Portformulas Corp 6
DRW Securities, LLC 6
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 6
Bank Of Nova Scotia 6
LS Investment Advisors, LLC 6
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 6
Pictet Asset Management Ltd 6
Stephens Consulting, LLC 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
SJS Investment Consulting Inc. 6
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 6
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 6
Mendota Financial Group, LLC 6
Irish Life Investment Managers Ltd. 6
Smithfield Trust Co 6
Mackenzie Financial Corp 6
AQUAX - Managed Portfolio Series - Ecofin Sustainable Water Fund A Class 6
Two Sigma Securities, Llc 6
First Horizon Corp 6
Jacobi Capital Management LLC 6
Oregon Public Employees Retirement Fund 6
Gabelli Dividend & Income Trust 6
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 6
Asset Dedication, LLC 6
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 6
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 6
Vestcor Inc 6
Ing Groep Nv 6
Wealthspire Advisors, L.P. 6
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 6
Murphy Capital Management Inc 6
Suntrust Banks Inc 6
Hughes Financial Services, LLC 6
Aviva Plc 6
Quarry LP 6
Citizens Financial Group Inc/ri 6
Paradigm Asset Management Co Llc 6
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 6
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 6
Signet Financial Management, Llc 6
Blackhill Capital Inc 6
People's United Financial, Inc. 6
Capital Fund Management S.a. 6
Brandywine Global Investment Management, LLC 6
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 6
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 6
Illinois Municipal Retirement Fund 6
Venture Visionary Partners LLC 6
Spot Trading L.L.C 6
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF 6
Aigen Investment Management, Lp 6
State of Wyoming 6
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 6
FLDFX - Meeder Funds - BALANCED FUND Retail Class 6
Koshinski Asset Management, Inc. 6
FinTrust Capital Advisors, LLC 6
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 6
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 6
Public Sector Pension Investment Board 6
Fortis Advisors, LLC 6
IFM Investors Pty Ltd 6
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 6
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 6
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 6
Harbor Capital Advisors, Inc. 6
Disciplined Investments, LLC 6
Alphacrest Capital Management Llc 6
Steward Financial Group LLC 6
Davy Global Fund Management Ltd 6
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 6
Baystate Wealth Management LLC 6
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 6
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 6
James Investment Research Inc 6
Blueshift Asset Management, LLC 6
Hbk Investments L P 6
Hexagon Capital Partners LLC 6
BlackRock Japan Co. Ltd 6
Smith, Moore & Co. 5
Rockefeller Financial Services Inc 5
Fuller & Thaler Asset Management, Inc. 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
Castleview Partners, Llc 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 5
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 5
Glenmede Investment Management, LP 5
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 5
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 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
Bluestein R H & Co 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
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
Virtus Investment Advisers, Inc. 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
Ropes Wealth Advisors Llc 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
Kovitz Investment Group Partners, LLC 5
Harvest Fund Management Co., Ltd 5
Wedbush Securities Inc 5
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 5
Shelton Capital Management 5
FDx Advisors, Inc. 5
Edgestream Partners, L.P. 5
Penn Capital Management Co Inc 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
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 5
Cadence Capital Management Llc 5
Tocqueville Asset Management L.p. 5
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 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
Wealthcare Advisory Partners LLC 5
APG Asset Management N.V. 5
Calvert Impact Fund Inc 5
Johnson Financial Group, Inc. 5
Patriot Financial Group Insurance Agency, LLC 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
Highbridge Capital Management Llc 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
Erste Asset Management GmbH 5
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 5
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 5
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 5
Boston Partners 5
Natixis Advisors, L.p. 5
Bayesian Capital Management, LP 5
Eagle Global Advisors Llc 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
Hanson & Doremus Investment Management 5
RHJ International SA 5
Global Financial Private Client, LLC 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 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
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
UMA Financial Services, Inc. 5
Loomis Sayles & Co L P 5
Employees Retirement System of Texas 5
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 5
Natixis 5
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 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
Bbva Usa 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
Bridgefront Capital, LLC 5
Inspire Advisors, LLC 5
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 5
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 5
Old Mutual Global Investors (UK) Ltd. 5
Coastal Investment Advisors, Inc. 5
Pathstone Holdings, LLC 5
Humankind Investments 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
Polar Asset Management Partners Inc. 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
PineBridge Investments, L.P. 5
Bare Financial Services, Inc 5
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 5
E. Ohman J:or Asset Management AB 5
Calton & Associates, Inc. 5
Lsv Asset Management 5
Aaron Wealth Advisors LLC 5
Wealthbridge Capital Management, Llc 5
Lord, Abbett & Co. Llc 5
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 5
Sutton Wealth Advisors Inc. 5
Tiaa Trust, National Association 5
OMERS ADMINISTRATION Corp 5
Jennison Associates Llc 5
Spark Investment Management LLC 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 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
Aevitas Wealth Management, Inc. 5
Delpha Capital Management, Llc 5
Rydex Etf Trust 5
Claris Advisors, Llc / Mo / 5
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 5
Girard Partners Ltd. 5
Bay Harbor Wealth Management, LLC 5
Nordea Investment Management Ab 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
Adage Capital Partners Gp, L.l.c. 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
JNBA Financial Advisors 5
Riverview Trust Co 5
Philadelphia Trust Co 5
Ingalls & Snyder Llc 5
6 Meridian 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
Ameritas Advisory Services, LLC 5
Cullen/frost Bankers, Inc. 5
Putnam Fl Investment Management Co 5
Cordasco Financial Network 5
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 5
Ieq Capital, Llc 5
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 5
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 5
Holocene Advisors, LP 5
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 5
Cassady Schiller Wealth Management, LLC 5
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5
Sherbrooke Park Advisers Llc 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
Banque Cantonale Vaudoise 5
LMR Partners LLP 5
PENN SERIES FUNDS INC - International Equity Fund 5
Key FInancial Inc 5
ISAM Funds (UK) Ltd 5
Sonen Capital LLC 5
Thematics Asset Management 5
Healthcare Of Ontario Pension Plan Trust Fund 5
Trust Co Of Vermont 5
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 5
Hl Financial Services Llc 5
United Capital Financial Advisers, Llc 5
Financial Advocates Investment Management 5
HBK Sorce Advisory LLC 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
Column Capital Advisors, LLC 5
Impax Asset Management Group plc 5
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 5
Oakworth Capital, Inc. 5
MQS Management LLC 5
Commerzbank Aktiengesellschaft /fi 5
Hancock Whitney Corp 5
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 5
Boenning & Scattergood, Inc. 5
Snowden Capital Advisors LLC 5
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
Redpoint Investment Management Pty Ltd 5
Sunbelt Securities, Inc. 5
Plante Moran Financial Advisors, LLC 5
BI Asset Management Fondsmaeglerselskab A/S 5
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 5
Virtue Capital Management, LLC 5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 5
Elequin Capital Lp 5
JustInvest LLC 5
Impax Asset Management LTD 5
Mercer Capital Advisers, Inc. 5
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 5
Rosenberg Matthew Hamilton 5
Financial Counselors Inc 5
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 5
Hutchens & Kramer Investment Management Group, LLC 5
Navellier & Associates Inc 5
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 5
Hightower 6M Holding, 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
First Allied Advisory Services, Inc. 5
Zebra Capital Management LLC 5
Stonebridge Capital Advisors LLC 5
MCF Advisors LLC 5
Jane Street Holding, LLC 5
Boston Private Wealth Llc 5
Synovus Financial Corp 5
Hm Payson & Co 5
AHL Partners LLP 5
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 5
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 5
Chicago Partners Investment Group LLC 5
Clearbridge Investments, LLC 4
Haverford Trust Co 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
Kessler Investment Group, LLC 4
Mycio Wealth Partners, Llc 4
Fortitude Advisory Group L.L.C. 4
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 4
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 4
Parisi Gray Wealth Management 4
Lincoln National Corp 4
Commerce Bank 4
Deere & Co 4
Childress Capital Advisors, Llc 4
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 4
Regentatlantic Capital Llc 4
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A 4
Vigilant Capital Management, LLC 4
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
Robeco Institutional Asset Management B.V. 4
National Investment Services Inc /wi 4
Gierl Augustine Investment Management Inc 4
Buckingham Strategic Wealth, Llc 4
GFS Advisors, LLC 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 4
Salem Investment Counselors Inc 4
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 4
NorthRock Partners, LLC 4
Paces Ferry Wealth Advisors, Llc 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 4
Whittier Trust Co Of Nevada Inc 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 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
Kingsview Wealth Management, LLC 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
Denver Investment Advisors Llc 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
Truewealth Llc 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 4
Alera Investment Advisors, LLC 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
Stephens Inc /ar/ 4
Rsm Us Wealth Management Llc 4
C M Bidwell & Associates Ltd 4
Weiss Multi-Strategy Advisers LLC 4
Brookfield Asset Management Inc. 4
Westpac Banking Corp 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 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
Dixon Hughes Goodman Wealth Advisors LLC 4
Checchi Capital Advisers, LLC 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
QCVAX - Clearwater Investment Trust - Clearwater International Fund 4
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 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
Mason Street Advisors, Llc 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
Ridgewood Investments LLC 4
Reaves W H & Co Inc 4
Pinnacle Bancorp, Inc. 4
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 4
Beacon Capital Management, LLC 4
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 4
Ipswich Investment Management Co., Inc. 4
Atria Wealth Solutions, Inc. 4
Cable Hill Partners, LLC 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
Eii Capital Management, Inc. 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
Hussman Strategic Advisors, Inc. 4
SGPIX - Profunds - Small-cap Growth Profund Investor Class 4
Brown Advisory Inc 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
Seven Eight Capital, Lp 4
Tuttle Tactical Management LLC 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4
Sandy Spring Bank 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth 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
Vanguard Specialized Funds 4
Managed Account Advisors Llc 4
Xponance, Inc. 4
SpiderRock Trading LLC 4
Acrisure Capital Management, LLC 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 4
GV Financial Advisors 4
Penobscot Investment Management Company, Inc. 4
Nbt Bank N A /ny 4
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
Shelter Harbor Advisors, Lp 4
Pinnacle Summer Investments, Inc. 4
Sequoia Financial Advisors, LLC 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 4
Tarbox Family Office, Inc. 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 4
Allianz Se 4
Profunds - Profund Vp Small-cap Value 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
CIBC Asset Management Inc 4
SOUTH STATE Corp 4
Pearl River Capital, LLC 4
Stonebridge Financial Group, LLC 4
Profunds - Profund Vp Small-cap Growth 4
StoneX Group Inc. 4
Xact Kapitalforvaltning AB 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
Riverhead Capital Management Llc 4
Neuburgh Advisers LLC 4
Pinnacle Financial Partners Inc 4
Zions Bancorporation 4
Meadow Creek Investment Management LLC 4
Sierra Ocean, Llc 4
Evergreen Capital Management Llc 4
Wilbanks Smith & Thomas Asset Management Llc 4
IHT Wealth Management, LLC 4
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 4
1832 Asset Management L.P. 4
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 4
Lenox Wealth Management, Inc. 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
Gratus Capital LLC 4
Meeder Advisory Services, Inc. 4
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 4
361 Capital Llc 4
Family Firm, Inc. 4
Sophrosyne Capital Llc 4
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4
Householder Group Estate & Retirement Specialist, LLC 4
Petrus Trust Company, LTA 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
Oppenheimer Funds Inc 4
Headlands Technologies LLC 4
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 4
St Germain D J Co Inc 4
Advisors Preferred, LLC 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
Sound Income Strategies, LLC 4
Winfield Associates, Inc. 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
Destination Wealth Management 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
Virtus Alternative Investment Advisers, Inc. 4
Brinker Capital Investments, LLC 4
Kempen Capital Management N.v. 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
VSM Wealth Advisory, LLC 4
Van Hulzen Asset Management, LLC 4
Maple-Brown Abbott Ltd 4
Crowley Wealth Management, Inc. 4
Hanseatic Management Services Inc 4
Redmond Asset Management, LLC 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
Harwood Advisory Group, LLC 4
Quent Capital, LLC 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
Dfpg Investments, Llc 4
F3Logic, LLC 4
Nachman Norwood & Parrott, Inc 4
Beacon Capital Management, Inc. 4
Resona Asset Management Co.,Ltd. 4
Arcadia Investment Management Corp/mi 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 4
Landscape Capital Management, L.l.c. 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 4
Rodgers Brothers Inc. 4
Alps Advisors Inc 4
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 4
Bowling Portfolio Management LLC 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
Kalos Management, Inc. 4
Groupe la Francaise 4
South Dakota Investment Council 4
Measured Wealth Private Client Group, LLC 4
Crestline Management, LP 4
Aldebaran Financial Inc. 4
Vanguard World Fund 4
Mason Street Advisors, Llc 4
Freestone Grove Partners LP 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
Armstrong Advisory Group, Inc 4
Elkfork Partners LLC 4
Selective Wealth Management, Inc. 4
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 4
Kms Financial Services, Inc 4
CenterStar Fund, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
Twinbeech Capital Lp 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
Sciencast Management LP 4
City State Bank 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
Brewin Dolphin Ltd 4
Advisor Partners Ii, Llc 4
Cozad Asset Management Inc 4
Princeton Alpha Management LP 4
Colony Group Llc 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 4
Romano Brothers And Company 4
Nvwm, Llc 4
Dynamic Technology Lab Pte Ltd 4
Legg Mason Investment Counsel, LLC 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
Osborn Rohs Williams & Donohoe Ltd 4
Sumitomo Mitsui Trust Holdings, Inc. 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 4
Covington Capital Management 4
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 4
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 4
Copeland Capital Management, LLC 4
Summit Trail Advisors, Llc 4
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
Wellington Shields & Co., LLC 4
Oliver Lagore Vanvalin Investment Group 4
Jackson Wealth Management, LLC 4
Veritable, L.P. 4
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 4
Sawtooth Solutions, LLC 4
Bruderman Asset Management, LLC 4
Visium Asset Management, LP 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 4
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 4
Qs Batterymarch Financial Management, Inc 4
Banque Pictet & Cie Sa 4
Cribstone Capital Management, LLC 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
RMB Capital Management, LLC 4
Independent Portfolio Consultants, Inc. 4
Earnest Partners Llc 4
Corton Capital Inc. 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
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 4
Minichmacgregor Wealth Management, Llc 4
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 4
CIBC World Markets Inc. 4
Itau Unibanco Holding S.A. 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
Colony Group, LLC 4
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 4
Golden State Wealth Management, LLC 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
Vantage Consulting Group Inc 4
Gemmer Asset Management LLC 4
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 4
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 4
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 4
Delos Wealth Advisors, LLC 4
Capital Guardian Trust Co 4
Endurance Wealth Management, Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
Rare Infrastructure Ltd 4
Weiss Strategic Interval Fund 4
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 4
Bremer Bank National Association 4
AT Bancorp 4
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
Sigma Planning Corp 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
Gabelli Equity Series Funds Inc 4
Raymond James Trust N.a. 4
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
Emerald Investment Partners, Llc 4
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 4
Blue Bell Private Wealth Management, Llc 4
nVerses Capital, LLC 4
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 4
Old Mutual Customised Solutions (proprietary) Ltd 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
Timber Hill LLC 4
Pathstone Family Office, Llc 4
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 4
Creekmur Asset Management LLC 4
Impax Asset Management (AIFM) Ltd 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
FIL Ltd 4
World Asset Management Inc 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 4
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 4
Associated Banc-corp 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 4
TRUE Private Wealth Advisors 4
Cambridge Trust Co 4
Boston Trust Walden Corp 4
Northern Trust Co Of Connecticut 4
NN Investment Partners Holdings N.V. 4
APBAX - Cavanal Hill Funds - Active Core Fund Investor 4
Bedel Financial Consulting, Inc. 4
Cohen & Steers, Inc. 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 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
Ajo, Lp 4
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 4
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 4
Dnp Select Income Fund Inc 4
Keybank National Association/oh 4
RWM Asset Management, LLC 4
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 4
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 4
Evoke Wealth, Llc 4
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 4
Thompson Siegel & Walmsley Llc 4
EP Wealth Advisors, Inc. 4
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
Syverson Strege & Co 4
Addison Advisors LLC 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
Longbow Capital Partners, L.P. 4
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 4
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 4
High Note Wealth, LLC 4
Pathway Financial Advisers, LLC 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
Wealthfront Advisers Llc 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 4
Capstone Asset Management Co 4
Baillie Gifford & Co 4
Westport Resources Management Inc 4
Wexford Capital Lp 4
Royal Fund Management, LLC 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 4
Retirement Group, LLC 4
Kozak & Associates, Inc. 4
Pinnacle Associates Ltd 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
Bogle Investment Management L P /de/ 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
Qrg Capital Management, Inc. 4
Zurich Insurance Group Ltd/FI 4
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
Prospera Financial Services Inc 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
River Wealth Advisors LLC 4
Wealthspire Advisors, LLC 4
Resources Investment Advisors, LLC. 4
Clark Capital Management Group, Inc. 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 4
Monarch Partners Asset Management LLC 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class 4
Td Private Client Wealth Llc 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 4
Tiaa, Fsb 4
Meiji Yasuda Asset Management Co Ltd. 4
Harvest Investment Services, LLC 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
Stanley-Laman Group, Ltd. 4
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 4
Trustcore Financial Services, Llc 4
Crewe Advisors LLC 4
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 4
Optiver Holding B.V. 4
Pendal Group Ltd 4
EHLS - Tidal Trust II - Even Herd Long Short ETF 4
Magnetar Financial 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 Goldman Sachs Multi-Asset Insights Portfolio Class 1 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