Advertising Agencies - 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 23
Morgan Stanley 18
Deutsche Bank Ag\ 18
Royal Bank Of Canada 17
Goldman Sachs Group Inc 17
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 17
Vanguard Group Inc 16
Barclays Plc 16
Wells Fargo & Company/mn 16
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 16
Parametric Portfolio Associates Llc 16
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 16
State Street Corp 16
Citadel Advisors Llc 16
Susquehanna International Group, Llp 16
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 16
Jpmorgan Chase & Co 16
Millennium Management Llc 15
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 15
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 15
Bank Of America Corp /de/ 15
Credit Suisse Ag/ 15
Geode Capital Management, Llc 15
Northern Trust Corp 14
Proequities, Inc. 14
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 14
Tower Research Capital LLC (TRC) 14
UBS Group AG 14
A.R.T. Advisors, LLC 13
SG Americas Securities, LLC 13
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 13
Group One Trading, L.p. 13
Ameriprise Financial Inc 13
Citigroup Inc 13
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 13
Prelude Capital Management, Llc 13
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 13
Invesco Ltd. 13
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 13
Bank of New York Mellon Corp 13
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 13
BlackRock, Inc. 13
Oxford Asset Management Llp 13
Bank Of Montreal /can/ 13
Pnc Financial Services Group, Inc. 13
BlackRock Institutional Trust Company, N.A. 13
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 12
Ubs Asset Management Americas Inc 12
Ubs Ag 12
Two Sigma Investments, Lp 12
Fmr Llc 12
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 12
Strs Ohio 12
Dimensional Fund Advisors Lp 12
Renaissance Technologies Llc 12
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 12
Kcg Holdings, Inc. 12
Paloma Partners Management Co 12
Advisor Group Holdings, Inc. 12
D. E. Shaw & Co., Inc. 12
American International Group, Inc. 12
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 12
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 12
Walleye Trading LLC 12
Panagora Asset Management Inc 11
BlackRock Investment Management, LLC 11
Manufacturers Life Insurance Company, The 11
Rhumbline Advisers 11
Nuveen Asset Management, LLC 11
Alliancebernstein L.p. 11
Public Employees Retirement System Of Ohio 11
Tiaa Cref Investment Management Llc 11
BlueCrest Capital Management Ltd 11
Two Sigma Securities, Llc 11
Nomura Holdings Inc 11
BlackRock Group LTD 11
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 11
Federated Hermes, Inc. 11
Wolverine Asset Management Llc 11
New York State Common Retirement Fund 11
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 11
Jane Street Group, Llc 11
Arrowstreet Capital, Limited Partnership 11
Acadian Asset Management Llc 11
Bnp Paribas Arbitrage, Sa 11
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 11
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 11
Simplex Trading, Llc 11
Two Sigma Advisers, Lp 11
California Public Employees Retirement System 11
Russell Investments Group, Ltd. 11
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 11
Blair William & Co/il 11
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 11
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 11
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 11
IFP Advisors, Inc 10
Wolverine Trading, Llc 10
Aperio Group, LLC 10
Russell Frank Co/ 10
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 10
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 10
Boothbay Fund Management, Llc 10
Marshall Wace, Llp 10
Bridgeway Capital Management Inc 10
Creative Planning 10
Teachers Advisors, Llc 10
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 10
Nationwide Fund Advisors 10
Price T Rowe Associates Inc /md/ 10
BlackRock Advisors LLC 10
Ladenburg Thalmann Financial Services Inc 10
PEAK6 Investments, L.P. 10
Gsa Capital Partners Llp 10
Hbk Investments L P 10
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 10
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 10
Captrust Financial Advisors 10
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 10
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 10
Macquarie Group Ltd 10
Parallax Volatility Advisers, L.P. 10
O'shaughnessy Asset Management, Llc 10
BlackRock Fund Advisors 10
Charles Schwab Investment Management Inc 10
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 10
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 10
Verition Fund Management LLC 10
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 10
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 10
State Farm Mutual Fund Trust 10
State Farm Variable Product Trust 10
Virtu Financial LLC 10
Hudson Bay Capital Management LP 9
California State Teachers Retirement System 9
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 9
Bessemer Group Inc 9
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 9
Huntington National Bank 9
Jane Street Holding, LLC 9
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 9
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 9
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 9
SAC Capital Advisors LP 9
MetLife Securities, Inc 9
Airain ltd 9
ProShare Advisors LLC 9
First Horizon Advisors, Inc. 9
Allianz Asset Management GmbH 9
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 9
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 9
K2 Principal Fund, L.p. 9
Voya Investment Management Llc 9
Envestnet Asset Management Inc 9
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 9
National Asset Management, Inc. 9
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 9
Cutler Group LP 9
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 9
Metropolitan Life Insurance Co/ny 9
Tudor Investment Corp Et Al 9
Victory Capital Management Inc 9
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 9
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 9
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 9
Managed Account Advisors Llc 9
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 9
Acrospire Investment Management LLC 9
Hrt Financial Lp 9
Jefferies Group LLC 9
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 9
Spark Investment Management LLC 8
Schroder Investment Management Group 8
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 8
Walleye Capital LLC 8
Raymond James & Associates 8
PEAK6 Investments LLC 8
Spot Trading L.L.C 8
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 8
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 8
Thompson Davis & Co., Inc. 8
First Republic Investment Management, Inc. 8
Jacobs Levy Equity Management, Inc 8
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 8
Us Bancorp \de\ 8
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 8
Principal Funds Inc 8
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 8
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 8
Stifel Financial Corp 8
Campbell & CO Investment Adviser LLC 8
FDx Advisors, Inc. 8
Sei Investments Co 8
Tfs Capital Llc 8
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 8
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 8
Alpine Global Management, LLC 8
Clear Street Markets Llc 8
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 8
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 8
Weiss Multi-Strategy Advisers LLC 8
D.a. Davidson & Co. 8
Quadrant Capital Group Llc 8
Glenmede Trust Co Na 8
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 8
Teacher Retirement System Of Texas 8
Brown Advisory Inc 8
Lazard Asset Management Llc 8
BlackRock Japan Co. Ltd 8
Ground Swell Capital, LLC 8
Driehaus Capital Management Llc 8
Wellington Management Group Llp 8
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 8
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 8
Meeder Asset Management Inc 8
RidgeWorth Capital Management LLC 8
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 8
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 8
Jump Financial, LLC 8
Gabelli Funds Llc 8
Advisor Group, Inc. 8
GLG Partners LP 8
Putnam Investments Llc 8
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 7
Mirae Asset Global Investments Co., Ltd. 7
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 7
Engineers Gate Manager LP 7
Credit Agricole S A 7
Balyasny Asset Management Llc 7
Nine Chapters Capital Management LLC 7
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 7
First Trust Advisors Lp 7
Bayesian Capital Management, LP 7
Private Capital Group, LLC 7
Man Group plc 7
MetLife Investment Management, LLC 7
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 7
Boston Partners 7
Fuller & Thaler Asset Management, Inc. 7
Thrivent Financial For Lutherans 7
Prudential Financial Inc 7
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 7
Suntrust Banks Inc 7
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 7
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 7
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 7
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 7
HAP Trading, LLC 7
Vanguard Index Funds 7
Ellington Management Group Llc 7
Ameritas Investment Partners, Inc. 7
Paradigm Asset Management Co Llc 7
Turner Investments, L.p. 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 7
American Century Companies Inc 7
VDAFX - VALIC Co I - Dynamic Allocation Fund 7
Highbridge Capital Management Llc 7
OMERS ADMINISTRATION Corp 7
Picton Mahoney Asset Management 7
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 7
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 7
Schonfeld Strategic Advisors LLC 7
Atria Investments Llc 7
HighTower Advisors, LLC 7
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 7
Squarepoint Ops LLC 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
Glg Llc 7
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 7
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 7
Quantbot Technologies LP 7
FineMark National Bank & Trust 7
Mercer Global Advisors Inc /adv 7
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 7
Aqr Capital Management Llc 7
State Board Of Administration Of Florida Retirement System 7
Capital Fund Management S.a. 7
Guggenheim Capital Llc 7
Brandywine Global Investment Management, LLC 7
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 7
Norges Bank 7
Levin Capital Strategies, L.p. 7
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 7
Cubist Systematic Strategies, LLC 7
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 7
Legal & General Group Plc 7
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 7
Swiss National Bank 7
Neuberger Berman Group LLC 7
Northwestern Mutual Wealth Management Co 7
Fifth Third Bancorp 7
Element Capital Management Llc 7
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 7
Janney Montgomery Scott LLC 7
Private Trust Co Na 7
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 7
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 7
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 7
Healthcare Of Ontario Pension Plan Trust Fund 7
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 7
Janus Henderson Group Plc 7
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 7
Principal Financial Group Inc 7
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 7
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 7
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 7
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 7
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 7
Pacer Advisors, Inc. 7
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 7
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 7
Amalgamated Bank 7
Ancora Advisors, LLC 7
Dorsey Wright & Associates 7
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 7
LPL Financial LLC 7
Mackay Shields Llc 7
IWC - iSHARES TRUST - iShares Micro-Cap ETF 7
Emerald Acquisition Ltd. 7
Toronto Dominion Bank 7
Dynamic Technology Lab Private Ltd 7
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 7
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 7
Ajo, Lp 7
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 7
GAM Holding AG 7
BNP Paribas Asset Management Holding S.A. 7
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 7
GAMMA Investing LLC 7
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 7
Sawtooth Solutions, LLC 7
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 7
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 6
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 6
MAI Capital Management 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 6
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 6
TCI Wealth Advisors, Inc. 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 6
1832 Asset Management L.P. 6
Laurion Capital Management LP 6
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 6
PDT Partners, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 6
Css Llc/il 6
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 6
Magnetar Financial LLC 6
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 6
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 6
Sei Trust Co 6
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 6
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 6
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 6
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 6
Graham Capital Management, L.P. 6
Signaturefd, Llc 6
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 6
Point72 Hong Kong Ltd 6
QS Investors, LLC 6
Bokf, Na 6
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 6
GWM Advisors LLC 6
Vantagepoint Funds 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 6
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 6
Valeo Financial Advisors, LLC 6
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 6
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 6
Cadence Capital Management Llc 6
Hsbc Holdings Plc 6
John Hancock Hedged Equity & Income Fund 6
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 6
Manchester Capital Management LLC 6
Gamco Investors, Inc. Et Al 6
World Asset Management Inc 6
FNY Partners Fund LP 6
Lord, Abbett & Co. Llc 6
Piedmont Investment Advisors Llc 6
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 6
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 6
Tocqueville Asset Management L.p. 6
Renaissance Group Llc 6
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 6
Dynamic Technology Lab Pte Ltd 6
Quarry LP 6
Mackenzie Financial Corp 6
Dupont Capital Management Corp 6
FundVantage Trust - Verplanck Balanced Fund 6
EAM Investors, LLC 6
College Retirement Equities Fund 6
Eaton Vance Management 6
Symmetry Peak Management Llc 6
Northern Trust Co Of Connecticut 6
Compagnie Lombard Odier SCmA 6
Gotham Asset Management, LLC 6
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 6
Freestone Capital Holdings, LLC 6
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 6
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 6
Canada Pension Plan Investment Board 6
Advisors Asset Management, Inc. 6
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 6
Fiera Capital Corp 6
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 6
Independent Portfolio Consultants, Inc. 6
NEXT Financial Group, Inc 6
Assetmark, Inc 6
Winslow, Evans & Crocker, Inc. 6
MBOVX - M FUND INC - M Large Cap Value Fund 6
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 6
Oppenheimer & Co Inc 6
Aigen Investment Management, Lp 6
Parallel Advisors, LLC 6
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
Connor, Clark & Lunn Investment Management Ltd. 6
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 6
Advisory Services Network, LLC 6
PENN SERIES FUNDS INC - International Equity Fund 6
Sterling Capital Management LLC 6
Alyeska Investment Group, L.P. 6
Trexquant Investment LP 6
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 6
Societe Generale 6
ExodusPoint Capital Management, LP 6
Longfellow Investment Management Co Llc 6
Cnh Partners Llc 6
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 6
Moore Capital Management, Lp 6
Visium Asset Management, LP 6
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 6
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 6
LMR Partners LLP 6
BBT Capital Management, LLC 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
Great West Life Assurance Co /can/ 6
NumerixS Investment Technologies Inc 6
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 6
Landscape Capital Management, L.l.c. 6
Algert Global Llc 6
Susquehanna Fundamental Investments, Llc 6
Oppenheimer Etf Trust 6
ETRADE Capital Management LLC 6
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 6
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 6
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 6
Numeric Investors Llc 6
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 6
Oppenheimer Asset Management Inc. 6
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 6
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 6
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 6
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 6
Cornerstone Capital Management Holdings Llc. 6
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 6
Pine River Capital Management L.P. 6
Massachusetts Financial Services Co /ma/ 6
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 6
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 6
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 6
Lombard Odier Asset Management (USA) Corp 6
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 6
IMC-Chicago, LLC 6
Archford Capital Strategies, LLC 6
State of Wyoming 6
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 6
Stratos Wealth Partners, LTD. 6
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 6
FNY Investment Advisers, LLC 6
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 6
Covestor Ltd 6
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 6
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 6
Scotia Capital Inc. 6
Royce & Associates Lp 6
NOSGX - Northern Funds - Northern Small Cap Value Fund 6
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 6
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 6
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 6
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 6
Teachers Retirement System Of The State Of Kentucky 6
Ardsley Advisory Partners Lp 6
Cowen Group, Inc. 6
First New York Securities Llc /ny 6
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 6
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 6
Capstone Investment Advisors, Llc 6
Fred Alger Management, Llc 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 6
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 6
Catalyst Capital Advisors LLC 6
Synovus Financial Corp 6
Calamos Advisors LLC 6
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 5
Reilly Financial Advisors, Llc 5
Nisa Investment Advisors, Llc 5
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 5
Alpha Paradigm Partners, LLC 5
URTH - iShares, Inc. - iShares MSCI World ETF 5
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 5
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 5
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 5
Karp Capital Management Corp 5
Y-Intercept (Hong Kong) Ltd 5
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 5
Stanley-Laman Group, Ltd. 5
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 5
State of New Jersey Common Pension Fund D 5
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 5
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 5
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 5
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 5
FNY Managed Accounts LLC 5
Ergoteles LLC 5
Glazer Capital, Llc 5
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 5
Kestra Advisory Services, LLC 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 5
Brinker Capital Inc 5
Private Advisor Group, LLC 5
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 5
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 5
Rehmann Capital Advisory Group 5
Essex Investment Management Co Llc 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
Sonora Investment Management, LLC 5
Allworth Financial LP 5
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 5
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 5
Timber Hill LLC 5
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 5
Banque Cantonale Vaudoise 5
SG3 Management, LLC 5
Belpointe Asset Management LLC 5
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 5
Resources Investment Advisors, LLC. 5
State Of Wisconsin Investment Board 5
Farmers & Merchants Investments Inc 5
Parametrica Management Ltd 5
Folger Hill Asset Management LP 5
Spot Trading L.l.c. 5
Marshall Wace North America L.P. 5
Winfield Associates, Inc. 5
General Motors Investment Management Corp 5
Tiaa-cref Funds 5
Financial Architects, Inc 5
Glg Inc. 5
Connor Clark & Lunn Investment Management Ltd 5
R&F Capital Advisors LP 5
AE Wealth Management LLC 5
Convergence Investment Partners, LLC 5
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 5
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 5
Winton Capital Group Ltd 5
CAPROCK Group, Inc. 5
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 5
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 5
Jennison Associates Llc 5
Liberty Mutual Group Asset Management Inc. 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
Los Angeles Capital Management Llc 5
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 5
Penserra Capital Management LLC 5
FIL Ltd 5
Raymond James Financial Services Advisors, Inc. 5
AMP Capital Investors Ltd 5
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 5
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 5
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5
Martingale Asset Management L P 5
Arizona State Retirement System 5
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 5
Baker Avenue Asset Management, LP 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 5
J. Goldman & Co LP 5
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 5
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 5
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 5
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 5
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 5
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 5
Lenox Wealth Advisors, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 5
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 5
Campbell Multi-strategy Trust 5
Veritable, L.P. 5
CIBC Private Wealth Group, LLC 5
National Bank Of Canada /fi/ 5
First Hawaiian Bank 5
Quantitative Systematic Strategies LLC 5
RWC Asset Management LLP 5
Fox Run Management, L.l.c. 5
AlpInvest Partners B.V. 5
Capstone Asset Management Co 5
Brookstone Capital Management 5
Wealthfront Inc 5
Whittier Trust Co 5
Ubs Oconnor Llc 5
Hillsdale Investment Management Inc. 5
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 5
I.g. Investment Management, Ltd. 5
DnB Asset Management AS 5
New York State Teachers Retirement System 5
Point72 Asset Management, L.P. 5
Blueshift Asset Management, LLC 5
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 5
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 5
Integral Derivatives, LLC 5
Lindbrook Capital, Llc 5
First Quadrant L P/ca 5
Invictus RG Pte. Ltd. 5
Invictus RG 5
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 5
Quantamental Technologies LLC 5
Comerica Bank 5
Polar Capital LLP 5
MUFG Americas Holdings Corp 5
Zurcher Kantonalbank (Zurich Cantonalbank) 5
Trust Co Of Vermont 5
Fort Washington Investment Advisors Inc /oh/ 5
Weiss Strategic Interval Fund 5
Bogle Investment Management L P /de/ 5
Stone Ridge Asset Management LLC 5
Qube Research & Technologies Ltd 5
State Of Michigan Retirement System 5
Rockefeller Capital Management L.P. 5
Cwm, Llc 5
AdvisorNet Financial, Inc 5
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 5
First Mercantile Trust Co 5
Clark Estates Inc/ny 5
Artisan Partners Limited Partnership 5
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 5
Waddell & Reed Financial Inc 5
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 5
First Command Advisory Services, Inc. 5
Caption Management, LLC 5
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 5
Larson Financial Group LLC 5
Regions Financial Corp 5
Jfs Wealth Advisors, Llc 5
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 5
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 5
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 5
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 5
Centiva Capital, LP 5
Eagle Asset Management Inc 5
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 5
Jones Financial Companies Lllp 5
Ab Pooling Portfolios 5
KBC Group NV 5
Alberta Investment Management Corp 5
Acap Strategic Fund 5
BRACX - Blackrock Allocation Target Shares - Bats Series C 5
Smith Asset Management Group Lp 5
Lombard Odier Asset Management (Europe) Ltd 5
Pictet Asset Management Ltd 5
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 5
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 5
Bluefin Trading, LLC 5
Pathstone Family Office, Llc 5
RMB Capital Management, LLC 5
Hutchin Hill Capital, LP 5
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 5
Quantum Capital Management 5
Ing Groep Nv 5
Natixis 5
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 5
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 5
Caitong International Asset Management Co., Ltd 5
SA FUNDS INVESTMENT TRUST - SA International Value Fund 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 5
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 5
Point72 Asia (Singapore) Pte. Ltd. 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
RBF Capital, LLC 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
Glassman Wealth Services 5
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 5
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5
Keybank National Association/oh 5
King Luther Capital Management Corp 5
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 5
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 5
JNBA Financial Advisors 5
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 5
Amundi Pioneer Asset Management Inc 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
G2 Investment Partners Management LLC 5
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 5
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 5
Federation des caisses Desjardins du Quebec 5
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 5
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 5
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 5
Azzad Asset Management Inc /adv 5
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 5
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 5
IWV - iSHARES TRUST - iShares Russell 3000 ETF 5
Zacks Investment Management 5
Nordea Investment Management Ab 5
Global X Funds 5
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 5
Silvercrest Asset Management Group Llc 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
People's United Financial, Inc. 5
Franklin Resources Inc 5
Plante Moran Financial Advisors, LLC 5
M&t Bank Corp 5
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 5
Deere & Co 5
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 5
Jupiter Asset Management Ltd 5
Farther Finance Advisors, LLC 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
Profund Advisors Llc 5
USA Financial Portformulas Corp 5
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 5
DRW Securities, LLC 5
American Portfolios Advisors 5
Quantitative Investment Management, LLC 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 5
EverPoint Asset Management, LLC 5
Handelsbanken Fonder AB 5
State of Tennessee, Treasury Department 5
QCVAX - Clearwater Investment Trust - Clearwater International Fund 5
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 5
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 5
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 5
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 5
Nomura Asset Management Co Ltd 5
Boston Private Wealth Llc 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 5
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 5
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 5
Belvedere Trading LLC 5
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 5
Prudential Plc 5
Axa S.a. 5
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 5
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 5
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 5
Lucus Advisors Llc 5
Wealthspire Advisors, L.P. 5
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 5
Jefferies Financial Group Inc. 5
Prospera Financial Services Inc 5
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 5
Amalgamated Financial Corp. 5
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 5
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 5
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 5
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 5
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 5
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 5
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 5
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 5
Enterprise Financial Services Corp 5
Virginia Retirement Systems Et Al 5
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 5
Clearbridge Investments, LLC 5
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 5
EverSource Wealth Advisors, LLC 5
Loeb Offshore Management LP 5
Manning & Napier Advisors Llc 5
Guggenheim Active Allocation Fund 5
Commonwealth Equity Services, Inc 5
Allspring Global Investments Holdings, LLC 5
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 5
Oppenheimer Funds Inc 5
Clear Harbor Asset Management, LLC 5
Td Asset Management Inc 5
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 5
Delphi Management Inc /ma/ 5
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 5
Tcs Capital Management Llc 5
Gabelli Multimedia Trust Inc. 5
Soros Fund Management Llc 5
CIBC Asset Management Inc 5
XTX Topco Ltd 5
United Services Automobile Association 5
Alpine Woods Capital Investors, Llc 4
Americafirst Capital Management, Llc 4
Peak6 Llc 4
D'Orazio & Associates, Inc. 4
QCM Cayman, Ltd. 4
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 4
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 4
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 4
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 4
Proficio Capital Partners LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 4
Police & Firemen's Retirement System of New Jersey 4
Carroll Financial Associates, Inc. 4
Klp Kapitalforvaltning As 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 4
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 4
Blackrock Credit Allocation Income Trust 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 4
Raymond James Financial Inc 4
Sculptor Capital LP 4
Xact Kapitalforvaltning AB 4
Sunbelt Securities, Inc. 4
William Blair Investment Management, Llc 4
Hexagon Capital Partners LLC 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
Koshinski Asset Management, Inc. 4
SBI Securities Co., Ltd. 4
TFC Financial Management 4
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 4
Hancock Whitney Corp 4
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 4
Amundi 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 4
Evoke Wealth, Llc 4
Baird Financial Group, Inc. 4
Sit Investment Associates Inc 4
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
Mosaic Family Wealth, LLC 4
Toth Financial Advisory Corp 4
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 4
Truist Financial Corp 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 4
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 4
North Star Investment Management Corp. 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 4
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 4
Johnson Financial Group, Inc. 4
Old National Bancorp /in/ 4
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 4
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 4
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 4
Brown Brothers Harriman & Co 4
Mizuho Securities Usa Llc 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 4
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 4
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 4
Aquatic Capital Management LLC 4
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 4
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
Caxton Associates Lp 4
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 4
Balter Liquid Alternatives, LLC 4
FLDFX - Meeder Funds - BALANCED FUND Retail Class 4
Rothschild Investment Llc 4
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 4
Corton Capital Inc. 4
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 4
Mml Investors Services, Llc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
Corebridge Financial, Inc. 4
Coppell Advisory Solutions LLC 4
Jnl Series Trust - Jnl/mellon International Index Fund (a) 4
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 4
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 4
Point72 (DIFC) Ltd 4
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 4
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 4
Assured Investment Management LLC 4
C M Bidwell & Associates Ltd 4
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 4
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 4
Balentine LLC 4
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 4
Global Income Builder Portfolio - Global Income Builder Portfolio 4
CoreCap Advisors, LLC 4
Passport Capital, LLC 4
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 4
River & Mercantile Asset Management Llp 4
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 4
Analytic Investors, LLC 4
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 4
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
Horrell Capital Management, Inc. 4
Bb&t Securities, Llc 4
Geneos Wealth Management Inc. 4
NOBOX - Northern Funds - Northern Bond Index Fund 4
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 4
Evercore Wealth Management, LLC 4
Massmutual Trust Co Fsb/adv 4
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 4
Westpac Banking Corp 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 4
Daiwa Securities Group Inc. 4
Ci Investments Inc. 4
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 4
Whitnell & Co. 4
Salem Investment Counselors Inc 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 4
Earnest Partners Llc 4
Dubuque Bank & Trust Co 4
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 4
Pnc Funds 4
EntryPoint Capital, LLC 4
Yousif Capital Management, Llc 4
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
Granite Investment Partners, LLC 4
Optimum Investment Advisors 4
WFG Advisors, LP 4
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 4
Howe & Rusling Inc 4
Wrapmanager Inc 4
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 4
Wedbush Securities Inc 4
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 4
Smartleaf Asset Management LLC 4
Skopos Labs, Inc. 4
Quest Partners LLC 4
Principal Securities, Inc. 4
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 4
Guggenheim Strategic Opportunities Fund 4
Delaware Enhanced Global Dividend & Income Fund 4
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 4
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 4
First Personal Financial Services 4
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 4
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 4
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 4
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 4
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 4
Reynolds Capital Management Llc 4
Baldwin Brothers Inc/ma 4
Cornerstone Advisors, Inc. 4
Westchester Capital Management, LLC 4
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 4
Shapiro Robert N 4
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 4
Wipfli Financial Advisors Llc, 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 4
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 4
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 4
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 4
Advantage Advisers Xanthus Fund, L.l.c. 4
Carmignac Gestion 4
Sumitomo Mitsui DS Asset Management Company, Ltd 4
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 4
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 4
BRYN MAWR TRUST Co 4
Yorktown Management & Research Co Inc 4
Wealthcare Advisory Partners LLC 4
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 4
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 4
Vident Advisory, LLC 4
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 4
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 4
Gradient Investments LLC 4
Bryn Mawr Capital Management Inc 4
Shepherd Kaplan Krochuk, Llc 4
Ferguson Wellman Capital Management, Inc 4
Exane Derivatives 4
Gupta Wealth Management LLC 4
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 4
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 4
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 4
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 4
Manatuck Hill Partners, LLC 4
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 4
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 4
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 4
VCCBX - VALIC Co II - Core Bond Fund 4
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 4
Root Financial Partners, LLC 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
Exchange Traded Concepts, Llc 4
Intrinsic Edge Capital Management LLC 4
Zweig-DiMenna Associates LLC 4
Cornercap Investment Counsel Inc 4
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 4
VCSBX - VALIC Co II - Strategic Bond Fund 4
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 4
Hamilton Lane Advisors Llc 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 4
Stevens Capital Management Lp 4
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 4
Independent Advisor Alliance 4
Great Lakes Advisors, Llc 4
VCCCX - VALIC Co I - Capital Conservation Fund 4
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 4
Park Avenue Securities Llc 4
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 4
Sowell Financial Services LLC 4
Patriot Financial Group Insurance Agency, LLC 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 4
SRS Capital Advisors, Inc. 4
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 4
Point72 Middle East FZE 4
CI Private Wealth, LLC 4
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 4
Wedge Capital Management L L P/nc 4
Ensign Peak Advisors, Inc 4
Riverhead Capital Management Llc 4
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 4
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 4
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 4
Old Mutual Global Investors (UK) Ltd. 4
Edmond De Rothschild Holding S.a. 4
Sherbrooke Park Advisers Llc 4
Lebenthal Asset Management, LLC 4
DekaBank Deutsche Girozentrale 4
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 4
Ontario Teachers Pension Plan Board 4
Headlands Technologies LLC 4
Arkadios Wealth Advisors 4
Globeflex Capital L P 4
GABELLI & Co INVESTMENT ADVISERS, INC. 4
Spire Wealth Management 4
Orion Portfolio Solutions, LLC 4
Woodline Partners LP 4
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 4
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 4
Westside Investment Management, Inc. 4
Axq Capital, Lp 4
Hennessy Advisors Inc 4
Valley National Advisers Inc 4
Optiver Holding B.V. 4
Bridgefront Capital, LLC 4
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 4
First Manhattan Co 4
Flagship Harbor Advisors, Llc 4
BDO Wealth Advisors, LLC 4
Vanguard World Fund 4
Pitcairn Co 4
K.J. Harrison & Partners Inc 4
Bleakley Financial Group, LLC 4
Blackrock Core Bond Trust 4
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 4
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 4
Capital Investment Advisory Services, LLC 4
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 4
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 4
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 4
Intercontinental Wealth Advisors, LLC 4
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 4
Montag A & Associates Inc 4
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 4
Occudo Quantitative Strategies Lp 4
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 4
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 4
Commonwealth Bank Of Australia 4
Vestcor Inc 4
Mizuho Trust & Banking Co., Ltd. 4
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
Crossmark Global Holdings, Inc. 4
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 4
Quadrature Capital Ltd 4
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 4
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 4
Capital One, National Association 4
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 4
Whitebox Advisors Llc 4
Hartland & Co., LLC 4
Tradewinds Capital Management, LLC 4
Steward Partners Investment Advisory, Llc 4
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 4
MERVX - MERGER FUND VL - The Merger Fund VL 4
Calvert Investment Management, Inc. 4
BNP Paribas Investment Partners S.A. 4
Wright Investors Service Inc 4
Scout Investments, Inc. 4
Westfield Capital Management Co Lp 4
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 4
AGF Investments LLC 4
VTL Associates, LLC 4
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 4
Catapult Capital Management Llc 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
Janney Capital Management LLC 4
Six Circles Trust - Six Circles Global Bond Fund 4
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 4
Intech Investment Management Llc 4
Ronald Blue Trust, Inc. 4
Ieq Capital, Llc 4
IMA Wealth, Inc. 4
Vident Investment Advisory, LLC 4
Natixis Advisors, L.p. 4
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 4
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 4
Dark Forest Capital Management Lp 4
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 4
State of Alaska, Department of Revenue 4
Claymore Exchange-traded Fund Trust 4
Hantz Financial Services, Inc. 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
Voloridge Investment Management, Llc 4
Financial Gravity Companies, Inc. 4
Ford Financial Group, LLC 4
Mather Group, Llc. 4
Icon Wealth Partners, LLC 4
Old Mutual Customised Solutions (proprietary) Ltd 4
Irish Life Investment Managers Ltd. 4
Covington Capital Management 4
Crewe Advisors LLC 4
Global X Management CO LLC 4
Centaurus Financial, Inc. 4
Asset Management One Co., Ltd. 4
Legacy Financial Advisors, Inc. 4
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 4
Delpha Capital Management, Llc 4
Truewealth Llc 4
Tibra Equities Europe Ltd 4
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 4
Parkside Financial Bank & Trust 4
MYDA Advisors LLC 4
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 4
Old Mission Capital Llc 4
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 4
Petrus Trust Company, LTA 4
Commerzbank Aktiengesellschaft /fi 4
United Capital Financial Advisers, Llc 4
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 4
Lenox Wealth Management, Inc. 4
Hussman Strategic Advisors, Inc. 4
Alambic Investment Management, L.P. 4
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 4
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 4
Summit Trail Advisors, Llc 4
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 4
BRASX - Blackrock Allocation Target Shares - Bats Series S 4
Seacrest Wealth Management, Llc 4
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 4
Cowen And Company, Llc 4
Capital Advisors, Ltd. LLC 4
Versant Capital Management, Inc 4
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 4
Essential Partners LLC 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
MASTER BOND LLC - Master Total Return Portfolio 4
LS Investment Advisors, LLC 4
Polar Asset Management Partners Inc. 4
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 4
Vanguard Capital Management Llc 4
Oberweis Asset Management Inc/ 4
Sofos Investments, Inc. 4
Employees Retirement System of Texas 4
Rs Investment Management Co Llc 4
Coldstream Capital Management Inc 4
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 4
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 4
Sandy Spring Bank 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
First Midwest Bank Trust Division 4
Oregon Public Employees Retirement Fund 4
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 4
Stoneridge Investment Partners Llc 4
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 4
Hanseatic Management Services Inc 4
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 4
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 4
Global Retirement Partners, LLC 4
American Funds Insurance Series 4
Highland Capital Management Lp 4
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 4
Cullen/frost Bankers, Inc. 4
Chicago Equity Partners Llc 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
Epoch Investment Partners, Inc. 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 4
Forward Management, LLC 4
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 4
683 Capital Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
Leonteq Securities AG 4
Motco 4
WealthPLAN Partners, LLC 4
Telemetry Investments, L.L.C. 4
Securian Asset Management, Inc 4
Vanguard Portfolio Management Llc 4
Ibex Investors LLC 4
My Personal CFO, LLC 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 4
Pearl River Capital, LLC 4
Nicholas Investment Partners, LP 4
Integrated Investment Consultants, LLC 4
Mariner, LLC 4
Ridgeworth Funds 4
Westend Capital Management LLC 4
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 4
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 4
Advisors Preferred, LLC 4
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
Public Sector Pension Investment Board 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 4
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 4
Cetera Advisors LLC 4
Ameritas Investment Corp 4
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 4
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
Cibc World Markets Corp 4
TENOR CAPITAL MANAGEMENT Co., L.P. 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
Quantinno Capital Management LP 4
Cresset Asset Management, LLC 4
Salomon & Ludwin, LLC 4
Wealthspire Advisors, LLC 4
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
Nuveen, LLC 4
EBI - RBB Fund Trust - Longview Advantage ETF 4
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4
BTG Pactual Global Asset Management Ltd 4
DeepCurrents Investment Group LLC 4
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 4
Smithfield Trust Co 4
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 4
Human Investing LLC 4
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 4
Quotient Investors, LLC 4
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 4
Gilder Gagnon Howe & Co Llc 4
Hotchkis & Wiley Capital Management Llc 4
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 4
Humankind Benefit Corp - Humankind US Stock ETF 4
Weiss Asset Management LP 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 4
Kore Private Wealth LLC 4
PharVision Advisers, LLC 4
Adage Capital Partners Gp, L.l.c. 4
Mason Street Advisors, Llc 4
Maverick Capital Ltd 4
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 4
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 4
Fisher Asset Management, LLC 4
Shaolin Capital Management LLC 4
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 4
First Citizens Bank & Trust Co 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
Harel Insurance Investments & Financial Services Ltd. 3
Meitav Dash Investments Ltd 3
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Pictet Asset Management Sa 3
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 3
Banque Pictet & Cie Sa 3
Cornerstone Advisory, LLC 3
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 3
Concourse Capital Management, LLC 3
Checchi Capital Advisers, LLC 3
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 3
CENTRAL TRUST Co 3
TRUE Private Wealth Advisors 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 3
Boston Trust Walden Corp 3
International Value Advisers, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 3
APG Asset Management N.V. 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 3
Thornburg Investment Management Inc 3
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 3
Barings Llc 3
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 3
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 3
Asset Dedication, LLC 3
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 3
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 3
Tributary Capital Management, LLC 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 3
Perigon Wealth Management, LLC 3
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 3
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 3
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 3
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 3
SpiderRock Trading LLC 3
Platinum Investment Management Ltd 3
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 3
New England Securities Corp /MA/ 3
Wealthcare Capital Management Llc 3
Washington Trust Bank 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Patten Group, Inc. 3
Gideon Capital Advisors, Inc. 3
Clarius Group, LLC 3
NN Investment Partners Holdings N.V. 3
Brevan Howard Capital Management LP 3
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
National Planning Corp 3
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 3
Chilton Investment Co Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 3
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 3
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
Meru Capital Group, LP 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 3
Dfa Investment Trust Co - The Dfa International Value Series 3
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 3
Cetera Investment Advisers 3
Cooper Creek Partners Management Llc 3
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 3
Mckinley Capital Management Llc /delaware 3
Citizens Financial Group Inc/ri 3
Marathon Trading Investment Management LLC 3
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 3
Rafferty Asset Management, LLC 3
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 3
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 3
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 3
Donaldson Capital Management, Llc 3
Moneta Group Investment Advisors Llc 3
First Allied Advisory Services, Inc. 3
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 3
Capital Asset Advisory Services LLC 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
Espalier Global Management LLC 3
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 3
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 3
Dynamic Capital Management Ltd 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
Northwestern Mutual Investment Management Company, Llc 3
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 3
Zions Bancorporation 3
New York Life Investment Management Llc 3
Piper Sandler & Co. 3
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 3
Clearbridge, Llc 3
Skandinaviska Enskilda Banken AB (publ) 3
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 3
Bailard, Inc. 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
Tlp Group Llc 3
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 3
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 3
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 3
Elk Creek Partners, LLC 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
Kemnay Advisory Services Inc. 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
Kovitz Investment Group Partners, LLC 3
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 3
Lombard Odier Asset Management (Switzerland) SA 3
Brant Point Investment Management Llc 3
CSat Investment Advisory, L.P. 3
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF 3
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 3
Watershed Asset Management, L.L.C. 3
Harber Asset Management Llc 3
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 3
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 3
American Financial Group Inc 3
Grantham, Mayo, Van Otterloo & Co. LLC 3
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 3
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 3
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 3
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 3
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 3
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
Ropes Wealth Advisors Llc 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
Venturi Wealth Management, LLC 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 3
Itau Unibanco Holding S.A. 3
Stifel Nicolaus & Co Inc \mo\ 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
Euclid Advisors LLC 3
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 3
First National Bank Of Omaha 3
Trustmark National Bank Trust Department 3
Gardner Lewis Asset Management L P 3
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 3
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF 3
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 3
Guardian Life Insurance Co Of America 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
Capula Management Ltd 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
Institutional & Family Asset Management, Llc 3
NatWest Group plc 3
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 3
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 3
Pinnacle Associates Ltd 3
AHL Partners LLP 3
Clearline Capital LP 3
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3
Texas Permanent School Fund 3
Kerrisdale Advisers, LLC 3
Systematic Financial Management Lp 3
Legato Capital Management LLC 3
Zeke Capital Advisors, Llc 3
GV Financial Advisors 3
Friess Associates Llc 3
Johnson Investment Counsel Inc 3
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
Bank Of Nova Scotia 3
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 3
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 3
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
Index Management Solutions, LLC 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
Cipher Capital LP 3
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 3
Mariner Wealth Advisors-NYC, LLC 3
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 3
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3
Placemark Investments, Inc. 3
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 3
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3
BlueCrest Capital Management LLP 3
VCSLX - VALIC Co I - Small Cap Index Fund 3
VGLSX - VALIC Co I - Global Strategy Fund 3
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 3
Legg Mason Investment Counsel, LLC 3
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 3
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 3
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 3
TriOaks Capital Management L.P. 3
Qs Batterymarch Financial Management, Inc 3
Boussard & Gavaudan Asset Management LP 3
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 3
Man Investments Ltd 3
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 3
Kings Point Capital Management 3
Delphi Private Advisors LLC 3
Nuveen Fund Advisors, LLC 3
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 3
Formula Growth Ltd 3
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
Kingsview Wealth Management, LLC 3
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 3
Bridgewater Advisors Inc. 3
Wilmington Funds Management Corp 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
Elite Wealth Management, Inc. 3
Ibex Wealth Advisors 3
Jacobi Capital Management LLC 3
Kepos Capital LP 3
Sugarloaf Wealth Management, LLC 3
Etf Managers Group, Llc 3
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 3
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 3
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 3
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 3
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares 3
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
San Francisco Sentry Investment Group (ca) 3
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 3
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 3
Harris Associates L P 3
Clinton Group Inc 3
McAdam, LLC 3
Elkfork Partners LLC 3
Keebeck Alpha, LP 3
Columbus Circle Investors 3
First Capital Advisors Group, LLC. 3
Teza Capital Management LLC 3
Invenomic Capital Management LP 3
FORA Capital, LLC 3
EPG Wealth Management LLC 3
Harvest Fund Management Co., Ltd 3
Maven Securities LTD 3
Empowered Funds, LLC 3
Cerity Partners LLC 3
Hartford Mutual Funds Inc/ct 3
Cinctive Capital Management LP 3
Twinbeech Capital Lp 3
Mirabella Financial Services Llp 3
CVA Family Office, LLC 3
Lee Financial Co 3
Fondren Management LP 3
Procyon Private Wealth Partners, LLC 3
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3
Point72 Europe (London) LLP 3
Moloney Securities Asset Management, LLC 3
Teton Advisors, Inc. 3
IHT Wealth Management, LLC 3
Neuburgh Advisers LLC 3
Eqis Capital Management, Inc. 3
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 3
Fortis Advisors, LLC 3
Winton Capital Management Ltd 3
Bridgeworth, LLC 3
Ziegler Capital Management, LLC 3
Ritholtz Wealth Management 3
LMR Master Fund Ltd 3
Assenagon Asset Management S.A. 3
Griffin Asset Management, Inc. 3
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 3
Rosenberg Matthew Hamilton 3
Disciplined Investments, LLC 3
Mutual Of America Capital Management Llc 3
Qci Asset Management Inc/ny 3
Pinnacle Bancorp, Inc. 3
SpiderRock Advisors, LLC 3
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 3
Regentatlantic Capital Llc 3
Fieldpoint Private Securities, LLC 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 3
Banco Bilbao Vizcaya Argentaria, S.a. 3
Pendal Group Ltd 3
Summit X, LLC 3
Hartford Investment Management Co 3
Hm Payson & Co 3
Bb&t Investment Services, Inc. 3
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 3
Capital Bank & Trust Co 3
Mountain Capital Investment Advisors, Inc 3
Bogart Wealth, LLC 3
IBM Retirement Fund 3
Edge Advisors, Llc 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
BTC Capital Management, Inc. 3
Colony Group Llc 3
International Assets Investment Management, Llc 3
Lebenthal Holdings,LLC 3
Westport Resources Management Inc 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
Agf Investments Inc. 3
Rational Advisors Llc 3
Front Row Advisors LLC 3
Hall Laurie J Trustee 3
Falcon Point Capital, Llc 3
WFA of San Diego, LLC 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
Investment Centers Of America Inc 3
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
Quantedge Capital Pte Ltd 3
GETCO Holding Company, LLC 3
First Horizon Corp 3
Knight Capital Group, Inc. 3
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 3
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
Agf Management Ltd 3
Shell Asset Management Co 3
Kestra Private Wealth Services, Llc 3
Bluefin Capital Management, Llc 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
Cordant, Inc. 3
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 3
Sage Mountain Advisors LLC 3
Migdal Insurance & Financial Holdings Ltd. 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 3
Castleark Management Llc 3
Hemington Wealth Management 3
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 3
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 3
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 3
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 3
GPS Wealth Strategies Group, LLC 3
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 3
Waratah Capital Advisors Ltd. 3
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 3
Vantage Consulting Group Inc 3
Financial Management Professionals, Inc. 3
Lourd Capital, LLC 3
DHJJ Financial Advisors, Ltd. 3
Tradition Wealth Management, LLC 3
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 3
Advisory Research Inc 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
Bp Plc 3
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 3
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 3
Cannell Capital Llc 3
Ativo Capital Management LLC 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 3
SkyView Investment Advisors, LLC 3
Sandler Capital Management 3
Profunds - Profund Vp Oil & Gas 3
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 3
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 3
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 3
Harbour Investments, Inc. 3
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 3
Money Concepts Capital Corp 3
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 3
Perpetual Ltd 3
Sierra Capital LLC 3
Kb Financial Partners, Llc 3
Cambridge Investment Research Advisors, Inc. 3
Fortaleza Asset Management Inc/ 3
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
Pinnacle Summer Investments, Inc. 3
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 3
Advisor Resource Council 3
Accurate Wealth Management, LLC 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
Newbridge Financial Services Group, Inc. 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 3
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 3
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 3
Bell Investment Advisors, Inc 3
Curian Capital Llc 3
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 3
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 3
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 3
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 3
Amplius Wealth Advisors, LLC 3
Schubert & Co 3
Claris Advisors, Llc / Mo / 3
Capital Performance Advisors Llp 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
Steward Financial Group LLC 3
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 3
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 3
Industrial Alliance Investment Management Inc. 3
SJS Investment Consulting Inc. 3
CenterBook Partners LP 3
Transamerica Financial Advisors, Inc. 3
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 3
Divisadero Street Capital Management, LP 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
Coliseum Capital Management, LLC 3
Raleigh Capital Management Inc. 3
Byrne Asset Management LLC 3
Chilton Capital Management Llc 3
WestEnd Advisors, LLC 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 3
ClariVest Asset Management LLC 3
Ascent Group, LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
Advisor Partners Llc 3
Tiedemann Advisors, Llc 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 3
Louisiana State Employees Retirement System 3
Segall Bryant & Hamill, Llc 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 3
Joel Isaacson & Co., LLC 3
Shine Investment Advisory Services Inc 3
Advent Capital Management /de/ 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 3
Commerce Bank 3
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 3
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 3
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 3
Quest Investment Management Llc 3
Asset Advisors Corp 3
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 3
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 3
Brewin Dolphin Ltd 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 3
RFP Financial Group LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
Glass Jacobson Investment Advisors llc 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
Moran Wealth Management, LLC 3
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 3
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 3
Park Place Capital Corp 3
Inceptionr Llc 3
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 3
Greenland Capital Management LP 3
Cornerstone Planning Group LLC 3
Numerai GP LLC 3
Innovis Asset Management Llc 3
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 3
True Wealth Design, LLC 3
Janus Capital Management Llc 3
Capital World Investors 3
Callan Family Office, LLC 3
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 3
Regal Investment Advisors LLC 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
Authentikos Wealth Advisory, LLC 3
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 3
Tucker Asset Management Llc 3
Vinva Investment Management Ltd 3
La Banque Postale Asset Management SA 3
ORG Partners LLC 3
WASHINGTON TRUST Co 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 3
Gts Securities Llc 3
Boston Advisors Llc 3
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 3
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
Nbc Securities, Inc. 3
Sutton Wealth Advisors Inc. 3
Envestnet Portfolio Solutions, Inc. 3
Qrg Capital Management, Inc. 3
TD Waterhouse Canada Inc. 3
Pictet Asset Management Holding SA 3
CIBC World Markets Inc. 3
Bruce G. Allen Investments, LLC 3
Fortitude Family Office, LLC 3
Twin Peaks Wealth Advisors, LLC 3
DiNuzzo Private Wealth, Inc. 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
JPL Wealth Management, LLC 3
Frazier Financial Advisors, LLC 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 3
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 3
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 3
Bartlett & Co. Wealth Management Llc 3
Pathstone Holdings, LLC 3
Meritage Portfolio Management 3
M&r Capital Management Inc 3
Entropy Technologies, LP 3
Icon Advisers Inc/co 3
nVerses Capital, LLC 3
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 3
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 3
Bamco Inc /ny/ 3
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 3
Kapitalo Investimentos Ltda 3
Concurrent Investment Advisors, LLC 3
Sentinel Group Funds Inc 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
CCMG - EA Series Trust - CCM Global Equity ETF 3
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 3
Ruane, Cunniff & Goldfarb Inc 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
John Hancock Income Securities Trust 3
Argent Capital Management Llc 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
Charter Trust Co 3
Abound Wealth Management 3
Td Private Client Wealth Llc 3
Tfs Capital Investment Trust 3
Sanctuary Advisors, LLC 3
Rydex Etf Trust 3
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 3
WealthTrust-Arizona, LLC 3
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 3
Aster Capital Management (DIFC) Ltd 3
Legacy Wealth Managment, LLC/ID 3
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
Decker Retirement Planning Inc. 3
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 3
Roxbury Financial LLC 3
Rialto Wealth Management, LLC 3
Parkworth Wealth Management, Inc. 3
Hughes Financial Services, LLC 3
Kiker Wealth Management, LLC 3
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 3
Rossby Financial, LCC 3
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 3
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 3
Natixis Investment Managers International 3
Bayforest Capital Ltd 3
Avalon Advisors, Llc 3
Freestone Grove Partners LP 3
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 3
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 3
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
Winton Diversified Opportunities Fund 3
Brighton Jones Llc 3
S Squared Technology, LLC 3
Bank Of Nova Scotia Trust Co 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
Wealth Preservation Advisors, LLC 3
WPG Advisers, LLC 3
Caxton Associates Llp 3
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 3
Select Equity Group, L.P. 3
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 3
PineBridge Investments, L.P. 3
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 3
Bridgewater Associates, LP 3
Relative Value Fund 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
Scopus Asset Management, L.p. 3
First Pacific Advisors, LP 3
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 3
CIBC Bancorp USA Inc. 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
Brinker Capital Investments, LLC 3
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 3
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 3
Clark Capital Management Group, Inc. 3
Menta Capital Llc 3
First Washington CORP 3
Alliancebernstein Global High Income Fund Inc 3
Mycio Wealth Partners, Llc 3
Signature Equity Partners, LLC 3
Jasper Ridge Partners, L.P. 3
NorthCoast Asset Management LLC 3
OP Asset Management Ltd 3
Vanguard Investments Australia, Ltd. 3
VANGUARD ASSET MANAGEMENT, Ltd 3
Vanguard Global Advisers, LLC 3
Lmcg Investments, Llc 3
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 3
FMIJX - FMI FUNDS INC - International Fund Investor Class 3
Shannon River Fund Management LLC 3
Bank Of Hawaii 3
Conning Inc. 3
Anchor Capital Advisors Llc 3
Ruffer LLP 3
Squar Milner Financial Services Llc 3
Gryphon Financial Partners LLC 3
Commonwealth Equity Services, Llc 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
Leonard Capital Management, Inc 3
Pinnacle Wealth Planning Services, Inc. 3
Investors Research Corp 3
180 Wealth Advisors, Llc 3
Public Employees Retirement Association Of Colorado 3
MANA Advisors LLC 3
Holocene Advisors, LP 3
Berman Capital Advisors, LLC 3
Sound Income Strategies, LLC 3
Premia Global Advisors, Llc 3
CWM Advisors, LLC 3
Lake Street Advisors Group, Llc 3
Weil Company, Inc. 3
Banco de Sabadell, S.A 3
Avestar Capital, LLC 3
Diametric Capital, LP 3
One Wealth Advisors, LLC 3
AlphaMark Advisors, LLC 3
Pin Oak Investment Advisors Inc 3
Korea Investment CORP 3
Certified Advisory Corp 3
Vivaldi Opportunities Fund 3
Marino, Stram & Associates Llc 3
OmniStar Financial Group, Inc. 3
Creative Financial Designs Inc /adv 3
Camarda Financial Advisors, LLC 3
Atlas Capital Advisors Llc 3
Castleview Partners, Llc 3
Aristeia Capital Llc 3
Altshuler Shaham Ltd 3
Klingenstein Fields & Co Lp 3
EAM Global Investors LLC 3
Mount Yale Investment Advisors, LLC 3
Indaba Capital Management, L.P. 3
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 3
Tokio Marine Asset Management Co Ltd 3
Truvestments Capital Llc 3
Tarbox Family Office, Inc. 3
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 3
Brandes Investment Partners, Lp 3
Sun Life Financial Inc 3
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
Paragon Capital Management Ltd 3
Retirement Systems of Alabama 3
Ellevest, Inc. 3
Evolution Wealth Advisors, LLC 3
Enlightenment Research, LLC 3
1st Global Advisors, Inc. 3
Alphacrest Capital Management Llc 3
Wilmington Trust Co 3
Stratos Wealth Advisors, LLC 3
Townsquare Capital Llc 3
Duality Advisers, Lp 3
Municipal Employees' Retirement System of Michigan 3
Orrstown Financial Services Inc 3
Oakbrook Investments Llc 3
Weld Capital Management Llc 3
Bay Harbor Wealth Management, LLC 3
Alera Investment Advisors, LLC 3
Ossiam 3
Mirova 3
Global Wealth Management Investment Advisory, Inc. 3
Atom Investors LP 3
Toroso Investments, LLC 3
Wealthfront Advisers Llc 3
Claro Advisors LLC 3
Wealth Enhancement Advisory Services, Llc 3
City Holding Co 3
Delta Asset Management Llc/tn 3
Qtron Investments LLC 3
Tompkins Financial Corp 3
Western Wealth Management, LLC 3
Quest Capital Management Inc /adv 3
Portolan Capital Management, LLC 3
GW&K Investment Management, LLC 3
Chevy Chase Trust Holdings, Inc. 3
Liberty Wealth Management Llc 3
Prestige Wealth Management Group LLC 3
Green Square Capital Advisors Llc 3
Joseph P. Lucia & Associates, LLC 3
Vestmark Advisory Solutions, Inc. 3
Coastal Investment Advisors, Inc. 3
Wasatch Advisors Inc 3
Weaver Consulting Group 3
First PREMIER Bank 3
Leap Investments Lp 3
Whittier Trust Co Of Nevada Inc 3
MidWestOne Financial Group, Inc. 3
Stonehage Fleming Financial Services Holdings Ltd 3
Contravisory Investment Management, Inc. 3
Benjamin F. Edwards & Company, Inc. 3
Brookfield Asset Management Inc. 3
Hodges Capital Management Inc. 3
Dakota Wealth Management 3
Baystate Wealth Management LLC 3
Avion Wealth 3
Denali Advisors Llc 3
Hilton Capital Management, LLC 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
Armistice Capital, Llc 3
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 3
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 3
Adams Street Partners Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 3
Stanley Capital Management, LLC 3
Act Ii Management, Lp 3
Aberdeen Asset Management Plc/uk 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
Kassirer Asset Management Corp 3
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 3
Moody National Bank Trust Division 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
Voya Financial Advisors, Inc. 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 3
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
NMIEX - Northern Funds - Active M International Equity Fund 3
NSIDX - Northern Funds - Northern Small Cap Index Fund 3
Mitsubishi UFJ Trust & Banking Corp 3
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 3
Moors & Cabot, Inc. 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
VIEX Capital Advisors, LLC 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
HighTower Trust Services, LTA 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
Kcm Investment Advisors Llc 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 3
Herndon Capital Management Llc 3
Vanguard Fiduciary Trust Co 3
Boussard & Gavaudan Investment Management LLP 3
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 3
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 3
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3
Gargoyle Investment Advisor L.L.C. 3
Zazove Associates 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
Alexandria Capital, LLC 3
Todd Asset Management Llc 3
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
Ssi Investment Management Llc 3
Park West Asset Management LLC 3
Artemis Investment Management LLP 3
NINE MASTS CAPITAL Ltd 3
Exencial Wealth Advisors, Llc 3
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 3
Covenant Multifamily Offices, LLC 3
Argent Trust Co 3
Arrow Financial Corp 3
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 3
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 3
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3
Comerica Securities Inc 3
Utah Retirement Systems 3
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3
Wetherby Asset Management Inc 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 3
Partnervest Advisory Services LLC 3
Estabrook Capital Management 3
Chicago Partners Investment Group LLC 3
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 3
Water Island Capital Llc 3
Dialectic Capital Management, Lp 3
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 3
Macroview Investment Management Llc 3
Robeco Institutional Asset Management B.V. 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
Ledyard National Bank 3
Candriam Luxembourg S.C.A. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3
Boyd Watterson Asset Management Llc/oh 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
Integrated Wealth Management 3
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 3
Livforsakringsbolaget Skandia, Omsesidigt 3
Xponance, Inc. 3
Jericho Capital Asset Management L.P. 3
Koch Industries Inc 3
Prescott Group Capital Management, L.l.c. 3
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 3
Crestline Management, LP 3
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 3
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 3
HighPoint Advisor Group LLC 3
Geneva Advisors, LLC 3
Navellier & Associates Inc 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 3
Rotella Capital Management, Inc. 3
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 3
Mawer Investment Management Ltd. 3
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3
PENN SERIES FUNDS INC - Small Cap Index Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 3
StepStone Group LP 3
Sentinel Asset Management, Inc. 3
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 3
S. Muoio & Co. Llc 3
Empire Capital Management, L.L.C. 3
WMS Partners, LLC 3
Loomis Sayles & Co L P 3
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 3
Timpani Capital Management LLC 3
Kiwi Wealth Investments Limited Partnership 3
Seven Eight Capital, Lp 3
Bartlett & Co. LLC 3
Princeton Alpha Management LP 3
Parkwood LLC 3
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 3
Mraz, Amerine & Associates, Inc. 3
IXP - iSHARES TRUST - iShares Global Comm Services ETF 3
Chartwell Investment Partners, Llc 3
IWM - iSHARES TRUST - iShares Russell 2000 ETF 3
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 3
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3
Jat Capital Management, L.p. 3
Apriem Advisors 3
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 3
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 3
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 3
Strategic Global Advisors, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 3
Sequoia Financial Advisors, LLC 3
Kornitzer Capital Management Inc /ks 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 3
USS Investment Management Ltd 3
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 3
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 3
Alps Advisors Inc 3