Ophthalmic Goods - 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
Pnc Financial Services Group, Inc. 12
Captrust Financial Advisors 11
IFP Advisors, Inc 11
Russell Investments Group, Ltd. 11
Bank Of America Corp /de/ 10
Quadrant Capital Group Llc 10
Barclays Plc 10
Ameriprise Financial Inc 10
Morgan Stanley 10
Rhumbline Advisers 10
GAMMA Investing LLC 10
Ubs Asset Management Americas Inc 10
Pacer Advisors, Inc. 9
Steward Partners Investment Advisory, Llc 9
Jpmorgan Chase & Co 9
Nomura Asset Management Co Ltd 9
Marshall Wace, Llp 9
BlackRock, Inc. 9
State Street Corp 9
Citadel Advisors Llc 9
Lord, Abbett & Co. Llc 9
Comerica Bank 9
EverSource Wealth Advisors, LLC 9
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 9
Price T Rowe Associates Inc /md/ 9
Skopos Labs, Inc. 9
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 9
Nomura Holdings Inc 9
Susquehanna International Group, Llp 9
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 9
Lazard Asset Management Llc 9
Citigroup Inc 9
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 9
Sei Investments Co 9
Invesco Ltd. 9
Walleye Capital LLC 9
Simplex Trading, Llc 9
Fmr Llc 9
Royal Bank Of Canada 9
Legal & General Group Plc 8
Boothbay Fund Management, Llc 8
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 8
Raymond James Financial Inc 8
Verition Fund Management LLC 8
Covestor Ltd 8
MAI Capital Management 8
Parametric Portfolio Associates Llc 8
Schonfeld Strategic Advisors LLC 8
Nuveen Asset Management, LLC 8
Two Sigma Investments, Lp 8
Glenmede Trust Co Na 8
Bank of New York Mellon Corp 8
SG Americas Securities, LLC 8
Qube Research & Technologies Ltd 8
Fred Alger Management, Llc 8
Caitong International Asset Management Co., Ltd 8
Tudor Investment Corp Et Al 8
Massmutual Trust Co Fsb/adv 8
Vanguard Capital Management Llc 8
Fisher Asset Management, LLC 8
State of Wyoming 8
MetLife Investment Management, LLC 8
Renaissance Technologies Llc 8
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 8
PEAK6 Investments LLC 8
Stifel Financial Corp 8
First Trust Advisors Lp 8
Advisor Group Holdings, Inc. 8
Janus Henderson Group Plc 8
Proequities, Inc. 8
UBS Group AG 8
Parallel Advisors, LLC 8
Voya Investment Management Llc 8
Bnp Paribas Arbitrage, Sa 8
Franklin Resources Inc 8
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 8
Group One Trading, L.p. 8
Cwm, Llc 8
Coldstream Capital Management Inc 8
Centiva Capital, LP 8
Winton Capital Group Ltd 8
Goldman Sachs Group Inc 8
Farther Finance Advisors, LLC 8
Smartleaf Asset Management LLC 8
Credit Suisse Ag/ 8
Northwestern Mutual Wealth Management Co 8
Deutsche Bank Ag\ 8
Zurcher Kantonalbank (Zurich Cantonalbank) 8
Point72 Asset Management, L.P. 8
Wells Fargo & Company/mn 8
Jane Street Group, Llc 8
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 8
Magnetar Financial LLC 8
Prelude Capital Management, Llc 8
Vanguard Group Inc 8
New York State Common Retirement Fund 8
Millennium Management Llc 8
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 8
Bank Of Montreal /can/ 7
Dimensional Fund Advisors Lp 7
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 7
Mariner, LLC 7
SBI Securities Co., Ltd. 7
Versant Capital Management, Inc 7
Engineers Gate Manager LP 7
Dynamic Technology Lab Private Ltd 7
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 7
Amundi 7
Alberta Investment Management Corp 7
Bridgefront Capital, LLC 7
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 7
Quantbot Technologies LP 7
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 7
Y-Intercept (Hong Kong) Ltd 7
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 7
Balyasny Asset Management Llc 7
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
Boston Private Wealth Llc 7
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 7
Squarepoint Ops LLC 7
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 7
PDT Partners, LLC 7
Healthcare Of Ontario Pension Plan Trust Fund 7
SRS Capital Advisors, Inc. 7
Advisory Services Network, LLC 7
Fifth Third Bancorp 7
Hrt Financial Lp 7
Meeder Asset Management Inc 7
Toronto Dominion Bank 7
State of Tennessee, Treasury Department 7
Polar Asset Management Partners Inc. 7
Jump Financial, LLC 7
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 7
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 7
Ergoteles LLC 7
Tower Research Capital LLC (TRC) 7
Charles Schwab Investment Management Inc 7
Allspring Global Investments Holdings, LLC 7
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 7
Federated Hermes, Inc. 7
Canada Pension Plan Investment Board 7
Arrowstreet Capital, Limited Partnership 7
Yousif Capital Management, Llc 7
ExodusPoint Capital Management, LP 7
Cresset Asset Management, LLC 7
Victory Capital Management Inc 7
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 7
Thrivent Financial For Lutherans 7
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 7
Peak6 Llc 7
Cubist Systematic Strategies, LLC 7
Point72 Hong Kong Ltd 7
True Wealth Design, LLC 7
Hantz Financial Services, Inc. 7
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 7
Larson Financial Group LLC 7
Advisors Asset Management, Inc. 7
Northern Trust Corp 7
Holocene Advisors, LP 7
Fox Run Management, L.l.c. 7
Hartland & Co., LLC 7
XTX Topco Ltd 7
Blair William & Co/il 7
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 7
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 7
Two Sigma Advisers, Lp 7
Jones Financial Companies Lllp 7
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 7
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 7
HighTower Advisors, LLC 7
Parkside Financial Bank & Trust 7
Twinbeech Capital Lp 7
Parallax Volatility Advisers, L.P. 7
Quarry LP 7
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 7
Allworth Financial LP 7
Voloridge Investment Management, Llc 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
Walleye Trading LLC 7
Nebula Research & Development LLC 7
Capstone Investment Advisors, Llc 7
Trexquant Investment LP 7
D. E. Shaw & Co., Inc. 7
Wolverine Trading, Llc 7
CIBC Private Wealth Group, LLC 7
Cetera Investment Advisers 7
Aquatic Capital Management LLC 7
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 7
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 7
Hsbc Holdings Plc 7
Rockefeller Capital Management L.P. 7
Federation des caisses Desjardins du Quebec 6
Point72 (DIFC) Ltd 6
Cerity Partners LLC 6
Prudential Financial Inc 6
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 6
Essential Partners LLC 6
Caption Management, LLC 6
William Blair Investment Management, Llc 6
Intech Investment Management Llc 6
Public Employees Retirement System Of Ohio 6
Truist Financial Corp 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 6
Motco 6
Woodline Partners LP 6
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 6
Man Group plc 6
Geode Capital Management, Llc 6
Cornerstone Planning Group LLC 6
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 6
Nisa Investment Advisors, Llc 6
Mackenzie Financial Corp 6
Oppenheimer Asset Management Inc. 6
Maverick Capital Ltd 6
Global Retirement Partners, LLC 6
Front Row Advisors LLC 6
FNY Investment Advisers, LLC 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 6
Lighthouse Investment Partners, LLC 6
Rothschild Investment Llc 6
FDx Advisors, Inc. 6
C M Bidwell & Associates Ltd 6
Westwood Holdings Group Inc 6
Raymond James & Associates 6
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 6
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6
Wealth Enhancement Advisory Services, Llc 6
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 6
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 6
Aperio Group, LLC 6
LMR Partners LLP 6
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 6
Jefferies Financial Group Inc. 6
Aigen Investment Management, Lp 6
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 6
Putnam Investments Llc 6
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 6
Two Sigma Securities, Llc 6
Virtu Financial LLC 6
Principal Financial Group Inc 6
Vident Advisory, LLC 6
LPL Financial LLC 6
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 6
Umb Bank N A/mo 6
Diversified Trust Co 6
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 6
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 6
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 6
Optiver Holding B.V. 6
Envestnet Asset Management Inc 6
Caxton Associates Lp 6
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 6
Bessemer Group Inc 6
Pictet Asset Management Holding SA 6
FIL Ltd 6
Brown Brothers Harriman & Co 6
Td Asset Management Inc 6
Belpointe Asset Management LLC 6
BNP Paribas Asset Management Holding S.A. 6
Assetmark, Inc 6
Gabelli Funds Llc 6
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 6
Us Bancorp \de\ 6
GWM Advisors LLC 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 6
Jennison Associates Llc 6
Ensign Peak Advisors, Inc 6
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 6
Gsa Capital Partners Llp 6
Huntington National Bank 6
Sunbelt Securities, Inc. 6
Seven Eight Capital, Lp 6
Norges Bank 6
Quadrature Capital Ltd 6
Brevan Howard Capital Management LP 6
Principal Securities, Inc. 6
Vanguard Fiduciary Trust Co 6
Capital Fund Management S.a. 6
Kayne Anderson Rudnick Investment Management Llc 6
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 6
Janney Montgomery Scott LLC 6
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 6
Axa S.a. 6
Connor, Clark & Lunn Investment Management Ltd. 6
Axq Capital, Lp 6
Vanguard Global Advisers, LLC 6
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 6
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 6
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 6
Headlands Technologies LLC 6
Salomon & Ludwin, LLC 6
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 6
Capital Performance Advisors Llp 6
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 6
Landscape Capital Management, L.l.c. 6
Ameritas Investment Partners, Inc. 6
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 6
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 6
Bayesian Capital Management, LP 6
Quantinno Capital Management LP 6
Metropolitan Life Insurance Co/ny 6
Golden State Wealth Management, LLC 6
Manufacturers Life Insurance Company, The 6
Tocqueville Asset Management L.p. 6
Signaturefd, Llc 6
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 6
National Bank Of Canada /fi/ 6
CENTRAL TRUST Co 6
Baird Financial Group, Inc. 6
Allianz Asset Management GmbH 6
Geneos Wealth Management Inc. 6
CI Private Wealth, LLC 6
First Horizon Advisors, Inc. 6
Mirae Asset Global Investments Co., Ltd. 6
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 6
Wellington Management Group Llp 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
Pinnacle Wealth Planning Services, Inc. 6
Stephens Consulting, LLC 6
Scientech Research LLC 6
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 6
Armistice Capital, Llc 6
State Of Wisconsin Investment Board 6
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 6
Lindbrook Capital, Llc 6
Gotham Asset Management, LLC 6
Cary Street Partner Investment Advisory Llc 6
Bell Investment Advisors, Inc 6
Macquarie Group Ltd 6
Alliancebernstein L.p. 6
Creative Planning 6
Aqr Capital Management Llc 6
Nuveen, LLC 6
Sterling Capital Management LLC 6
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 5
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 5
Private Capital Group, LLC 5
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 5
Atlas Capital Advisors Llc 5
Strategic Wealth Partners, Ltd. 5
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 5
Trust Co Of Vermont 5
American Century Companies Inc 5
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 5
Loomis Sayles & Co L P 5
First Mercantile Trust Co 5
Public Employees Retirement Association Of Colorado 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
Eagle Asset Management Inc 5
Laurion Capital Management LP 5
Dark Forest Capital Management Lp 5
Ieq Capital, Llc 5
Silvercrest Asset Management Group Llc 5
Police & Firemen's Retirement System of New Jersey 5
Klp Kapitalforvaltning As 5
ProShare Advisors LLC 5
Calamos Advisors LLC 5
Key FInancial Inc 5
Eagle Bay Advisors LLC 5
Sherbrooke Park Advisers Llc 5
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 5
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 5
Cutler Group LP 5
Sierra Capital LLC 5
Legato Capital Management LLC 5
FORA Capital, LLC 5
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 5
Graham Capital Management, L.P. 5
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 5
Pathstone Family Office, Llc 5
Jain Global LLC 5
CIBC Asset Management Inc 5
Cinctive Capital Management LP 5
WPG Advisers, LLC 5
Harbour Investments, Inc. 5
Paradigm Asset Management Co Llc 5
Mirabella Financial Services Llp 5
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 5
Paloma Partners Management Co 5
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 5
Keybank National Association/oh 5
Whittier Trust Co 5
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 5
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 5
Clear Street Markets Llc 5
Prudential Plc 5
JustInvest LLC 5
Bank Julius Baer & Co. Ltd, Zurich 5
Vanguard Portfolio Management Llc 5
Occudo Quantitative Strategies Lp 5
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 5
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 5
Mutual Of America Capital Management Llc 5
Polar Capital Holdings Plc 5
Guggenheim Capital Llc 5
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 5
International Assets Investment Management, Llc 5
Manchester Capital Management LLC 5
Aster Capital Management (DIFC) Ltd 5
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 5
Wolff Wiese Magana Llc 5
Ubs Oconnor Llc 5
Strs Ohio 5
Cambridge Investment Research Advisors, Inc. 5
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 5
California State Teachers Retirement System 5
Handelsbanken Fonder AB 5
VANGUARD ASSET MANAGEMENT, Ltd 5
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 5
M&t Bank Corp 5
Brown Advisory Inc 5
Mml Investors Services, Llc 5
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 5
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 5
Neuberger Berman Group LLC 5
Sciencast Management LP 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
Cibc World Markets Corp 5
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 5
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 5
Hillsdale Investment Management Inc. 5
TD Waterhouse Canada Inc. 5
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 5
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 5
Los Angeles Capital Management Llc 5
Point72 Middle East FZE 5
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 5
Atika Capital Management LLC 5
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 5
Panagora Asset Management Inc 5
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 5
Petrus Trust Company, LTA 5
Valeo Financial Advisors, LLC 5
Crossmark Global Holdings, Inc. 5
Jacobs Levy Equity Management, Inc 5
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 5
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 5
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
Natixis Advisors, L.p. 5
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 5
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 5
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 5
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 5
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 5
Twin Peaks Wealth Advisors, LLC 5
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 5
Ancora Advisors, LLC 5
Marshall Wace North America L.P. 5
Glassman Wealth Services 5
Old Mission Capital Llc 5
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 5
First Republic Investment Management, Inc. 5
Castleark Management Llc 5
Bare Financial Services, Inc 5
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 5
KBC Group NV 5
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 5
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 5
Quest Partners LLC 5
Stuart Chaussee & Associates, Inc. 5
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 5
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 5
Bartlett & Co. Wealth Management Llc 5
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 5
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 5
Blackrock Multi-sector Income Trust 5
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 5
Susquehanna Portfolio Strategies, LLC 5
EntryPoint Capital, LLC 5
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 5
IWV - iSHARES TRUST - iShares Russell 3000 ETF 5
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 5
Point72 Europe (London) LLP 5
Private Trust Co Na 5
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 5
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 5
State Board Of Administration Of Florida Retirement System 5
TCI Wealth Advisors, Inc. 5
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 5
Oxford Asset Management Llp 5
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 5
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 5
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 5
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 5
Capital Advisors, Ltd. LLC 5
SJS Investment Consulting Inc. 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
Xponance, Inc. 5
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 5
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 5
Swiss National Bank 5
Entropy Technologies, LP 5
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 5
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 5
Brinker Capital Investments, LLC 5
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 5
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 5
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 5
Sig Brokerage, Lp 5
Stephens Inc /ar/ 5
Synovus Financial Corp 5
Jupiter Asset Management Ltd 5
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 5
Amalgamated Bank 5
Susquehanna Fundamental Investments, Llc 5
Putnam Master Intermediate Income Trust 5
SOUTH STATE Corp 5
American International Group, Inc. 5
IMC-Chicago, LLC 5
Bridgewater Associates, LP 5
Mercer Global Advisors Inc /adv 5
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 5
DekaBank Deutsche Girozentrale 5
T. Rowe Price Investment Management, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 5
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 5
Atom Investors LP 5
Ronald Blue Trust, Inc. 5
Thurston, Springer, Miller, Herd & Titak, Inc. 5
Moody National Bank Trust Division 5
Commonwealth Equity Services, Llc 5
Arizona State Retirement System 5
Royce & Associates Lp 5
Putnam Premier Income Trust 5
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
State of Alaska, Department of Revenue 5
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 5
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 5
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 5
Riverview Trust Co 5
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 5
Public Sector Pension Investment Board 5
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 5
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 5
Algert Global Llc 5
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 5
Ellevest, Inc. 5
Benjamin F. Edwards & Company, Inc. 5
Acadian Asset Management Llc 5
Apollo Management Holdings, L.P. 5
Clearbridge Investments, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 5
Dunhill Financial, LLC 5
Corebridge Financial, Inc. 5
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 5
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 5
CIBC Bancorp USA Inc. 5
Driehaus Capital Management Llc 5
DAVENPORT & Co LLC 5
Sofos Investments, Inc. 5
Vanguard Investments Australia, Ltd. 5
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 5
Signature Equity Partners, LLC 4
Gabelli Equity Trust Inc 4
SYSTM Wealth Solutions LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 4
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 4
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 4
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 4
EBI - RBB Fund Trust - Longview Advantage ETF 4
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 4
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 4
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 4
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 4
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 4
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 4
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 4
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 4
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 4
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 4
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 4
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
Universal- Beteiligungs- und Servicegesellschaft mbH 4
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4
Robeco Institutional Asset Management B.V. 4
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4
State Farm Mutual Fund Trust 4
State Farm Variable Product Trust 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 4
Johnson Financial Group, Inc. 4
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 4
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 4
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 4
Evermay Wealth Management Llc 4
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 4
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 4
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 4
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 4
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 4
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 4
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 4
PENN SERIES FUNDS INC - International Equity Fund 4
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 4
Fortitude Advisory Group L.L.C. 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 4
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 4
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 4
Amalgamated Financial Corp. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 4
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 4
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 4
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 4
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 4
Bartlett & Co. LLC 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 4
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 4
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 4
Quent Capital, LLC 4
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 4
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 4
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 4
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 4
HB Wealth Management, LLC 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
Advanced Series Trust - Ast International Growth Portfolio 4
Advanced Series Trust - Ast Small-cap Growth Portfolio 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 4
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
Pinnacle Financial Partners, Inc. 4
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 4
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 4
Corton Capital Inc. 4
NSIDX - Northern Funds - Northern Small Cap Index Fund 4
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 4
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 4
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 4
Jfs Wealth Advisors, Llc 4
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 4
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 4
Doubleline Income Solutions Fund 4
Evoke Wealth, Llc 4
Doubleline Opportunistic Credit Fund 4
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 4
Ameritas Advisory Services, LLC 4
Harbor Capital Advisors, Inc. 4
Prestige Wealth Management Group LLC 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
Steward Financial Group LLC 4
Toroso Investments, LLC 4
Weld Capital Management Llc 4
Guggenheim Active Allocation Fund 4
Zions Bancorporation, N.A. 4
Duality Advisers, Lp 4
Blueshift Asset Management, LLC 4
Clear Harbor Asset Management, LLC 4
Berman Capital Advisors, LLC 4
Sound Income Strategies, LLC 4
CWM Advisors, LLC 4
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 4
Steigerwald, Gordon & Koch Inc. 4
Bayforest Capital Ltd 4
Diametric Capital, LP 4
We Are One Seven, LLC 4
AdvisorNet Financial, Inc 4
Jefferies Group LLC 4
BlackRock ESG Capital Allocation Trust 4
Fuller & Thaler Asset Management, Inc. 4
FourThought Financial, LLC 4
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 4
Bridger Management, Llc 4
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 4
Pictet Asset Management Ltd 4
Newbridge Financial Services Group, Inc. 4
Accurate Wealth Management, LLC 4
Capital Research Global Investors 4
Zacks Investment Management 4
Counterpoint Mutual Funds LLC 4
Texas Permanent School Fund 4
Sustainable Growth Advisers, LP 4
Sunrise Financial Services, LLC 4
Campbell & CO Investment Adviser LLC 4
ArrowMark Colorado Holdings LLC 4
Sargent Bickham Lagudis LLC 4
Prospera Financial Services Inc 4
Cipher Capital LP 4
Continuum Advisory, LLC 4
Whipplewood Advisors, LLC 4
Guardian Wealth Advisors, LLC 4
Wolverine Asset Management Llc 4
Reliance Trust Co Of Delaware 4
Heritage Wealth Advisors 4
Humankind Benefit Corp - Humankind US Stock ETF 4
Farmers & Merchants Investments Inc 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
Financial Architects, Inc 4
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 4
Eqis Capital Management, Inc. 4
Colonial Trust Advisors 4
Wcm Investment Management, Llc 4
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 4
Vontobel Holding Ltd. 4
Maryland State Retirement & Pension System 4
Wipfli Financial Advisors Llc, 4
Accel Wealth Management 4
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 4
BlackRock ETF Trust - BlackRock Future Health ETF 4
Highbridge Capital Management Llc 4
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 4
R Squared Ltd 4
BlackRock Capital Allocation Trust 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
Financial Management Professionals, Inc. 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
Danske Bank A/s 4
King Luther Capital Management Corp 4
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 4
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 4
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 4
Virginia Retirement Systems Et Al 4
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
RBB FUND, INC. - Adara Smaller Companies Fund 4
Keating Financial Advisory Services, Inc. 4
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 4
Thompson Davis & Co., Inc. 4
Investors Portfolio Services LLC 4
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 4
Lisanti Capital Growth, LLC 4
IMA Wealth, Inc. 4
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 4
World Asset Management Inc 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 4
Brookfield Asset Management Inc. 4
Tortoise Investment Management, LLC 4
Alyeska Investment Group, L.P. 4
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
BlackRock Health Sciences Trust II 4
CIBC World Markets Inc. 4
Plante Moran Financial Advisors, LLC 4
DoubleLine Yield Opportunities Fund 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
Teacher Retirement System Of Texas 4
MBEQX - M FUND INC - M International Equity Fund 4
Nordea Investment Management Ab 4
Caas Capital Management Lp 4
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 4
Eudaimonia Partners, LLC 4
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4
Natixis 4
Orion Portfolio Solutions, LLC 4
A.R.T. Advisors, LLC 4
Illinois Municipal Retirement Fund 4
Mather Group, Llc. 4
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
Prescott Group Capital Management, L.l.c. 4
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 4
Pictet Asset Management Sa 4
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 4
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
URTH - iShares, Inc. - iShares MSCI World ETF 4
Waddell & Reed Financial Inc 4
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 4
Cullen/frost Bankers, Inc. 4
Sit Investment Associates Inc 4
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 4
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 4
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 4
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
VGLSX - VALIC Co I - Global Strategy Fund 4
VCSLX - VALIC Co I - Small Cap Index Fund 4
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4
First Manhattan Co 4
New York State Teachers Retirement System 4
Eastern Bank 4
Td Private Client Wealth Llc 4
Eaton Vance Management 4
Abound Wealth Management 4
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 4
Atria Investments Llc 4
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 4
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 4
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 4
Gilder Gagnon Howe & Co Llc 4
Tfo-tdc, Llc 4
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 4
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 4
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 4
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 4
Baker Avenue Asset Management, LP 4
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 4
Exchange Traded Concepts, Llc 4
Df Dent & Co Inc 4
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 4
Boston Common Asset Management, LLC 4
Mitsubishi UFJ Trust & Banking Corp 4
Raymond James Financial Services Advisors, Inc. 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 4
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 4
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 4
Focused Wealth Management, Inc 4
MCF Advisors LLC 4
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 4
Valley National Advisers Inc 4
Sonora Investment Management, LLC 4
Essex Investment Management Co Llc 4
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 4
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 4
SLPIX - Profunds - Small-cap Profund Investor Class 4
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
Picton Mahoney Asset Management 4
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 4
Nicholas Company, Inc. 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 4
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 4
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 4
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 4
Baillie Gifford & Co 4
United Services Automobile Association 4
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 4
Private Advisor Group, LLC 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 4
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 4
Kornitzer Capital Management Inc /ks 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
Fiera Capital Corp 4
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 4
1832 Asset Management L.P. 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
Cetera Advisor Networks LLC 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 4
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 4
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 4
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 4
Granite Investment Partners, LLC 4
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 4
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 4
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 4
NumerixS Investment Technologies Inc 4
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 4
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 4
Penserra Capital Management LLC 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
State of New Jersey Common Pension Fund D 4
Marex Group plc 4
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 4
Davidson Kempner Capital Management Lp 4
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 4
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 4
Wetzel Investment Advisors, Inc. 4
Bokf, Na 4
ENDW - EA Series Trust - Cambria Endowment Style ETF 4
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 4
Deerfield Management Company, L.p. (series C) 4
Ladenburg Thalmann Financial Services Inc 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
Segall Bryant & Hamill, Llc 4
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
Granahan Investment Management Inc/ma 4
Fortitude Family Office, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 4
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 4
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 4
Twin Tree Management, LP 4
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 4
Kemnay Advisory Services Inc. 4
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 4
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 4
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4
Qrg Capital Management, Inc. 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
Point72 Asia (Singapore) Pte. Ltd. 4
Summit Partners Public Asset Management, Llc 4
WASHINGTON TRUST Co 4
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 4
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 4
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A 4
Annis Gardner Whiting Capital Advisors, LLC 4
Profunds - Profund Vp Ultrasmall-cap 4
Profunds - Profund Vp Small-cap 4
First Personal Financial Services 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 4
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 4
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 4
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 4
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 4
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 4
DRW Securities, LLC 4
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 4
Sutton Wealth Advisors Inc. 4
Syon Capital Llc 4
Nbc Securities, Inc. 4
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 4
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 4
OMERS ADMINISTRATION Corp 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 4
Caxton Associates Llp 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 4
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 4
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 4
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 4
Advisor Group, Inc. 4
Formula Growth Ltd 4
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 4
Amundi Pioneer Asset Management Inc 4
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 4
Aviva Plc 4
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 4
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 4
Credit Agricole S A 4
Versor Investments LP 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 4
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 4
Harvest Fund Management Co., Ltd 4
Empowered Funds, LLC 4
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 4
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 4
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 4
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 4
Portside Wealth Group, LLC 4
IWM - iSHARES TRUST - iShares Russell 2000 ETF 4
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 4
AE Wealth Management LLC 4
Gts Securities Llc 4
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 4
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 4
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 4
O'shaughnessy Asset Management, Llc 4
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 4
Assenagon Asset Management S.A. 4
Knights of Columbus Asset Advisors LLC 4
Westside Investment Management, Inc. 4
Lenox Wealth Management, Inc. 4
Artisan Partners Limited Partnership 4
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 4
Flagship Harbor Advisors, Llc 4
Atlantic Trust, LLC 4
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 4
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 4
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 4
Adage Capital Partners Gp, L.l.c. 4
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 4
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 4
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 4
Standard Life Aberdeen plc 4
American Portfolios Advisors 4
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 4
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 4
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 4
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 4
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 4
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 4
PENN SERIES FUNDS INC - Small Cap Index Fund 4
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 4
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 4
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 4
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 4
Schroder Investment Management Group 4
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 4
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 4
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 4
Numerai GP LLC 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 4
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 4
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4
Blackrock Core Bond Trust 4
Blackrock Ltd Duration Income Trust 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 4
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 4
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 4
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 4
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 3
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 3
Dfpg Investments, Llc 3
Carroll Financial Associates, Inc. 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
Providence Capital Advisors, LLC 3
Quantamental Technologies LLC 3
BBVA USA Bancshares, Inc. 3
Hardy Reed LLC 3
Baystate Wealth Management LLC 3
Owl Creek Wealth Partners LLC 3
Old North State Trust, LLC 3
FinTrust Capital Advisors, LLC 3
Lenox Wealth Advisors, LLC 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
Alphacrest Capital Management Llc 3
Next Capital Management LLC 3
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
LRI Investments, LLC 3
Hollencrest Capital Management 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
Townsquare Capital Llc 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
Schubert & Co 3
Apollon Wealth Management, LLC 3
Ameritas Investment Corp 3
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 3
J. Goldman & Co LP 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
Cigna Investments Inc /new 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 3
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 3
Regions Financial Corp 3
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 3
Crewe Advisors LLC 3
Trustcore Financial Services, Llc 3
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 3
Avantax Advisory Services, Inc. 3
Fortis Advisors, LLC 3
HHM Wealth Advisors, LLC 3
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 3
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 3
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 3
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 3
Innealta Capital, Llc 3
Hodges Capital Management Inc. 3
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 3
Axel Capital Management, LLC 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 3
Moors & Cabot, Inc. 3
Neo Ivy Capital Management 3
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 3
Harbor Investment Advisory, Llc 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 3
Blackrock Debt Strategies Fund, Inc. 3
Perigon Wealth Management, LLC 3
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 3
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 3
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 3
Gilpin Wealth Management, Llc 3
Rehmann Capital Advisory Group 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
Advisory Research Inc 3
Oarsman Capital, Inc. 3
Sowell Financial Services LLC 3
Patriot Financial Group Insurance Agency, LLC 3
Wealthspire Advisors, LLC 3
CAPROCK Group, Inc. 3
Qtron Investments LLC 3
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 3
Quest Capital Management Inc /adv 3
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 3
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 3
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 3
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 3
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 3
Weiss Asset Management LP 3
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 3
Covenant Partners, LLC 3
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 3
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 3
Ruffer LLP 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
Liberty Wealth Management Llc 3
Motley Fool Asset Management LLC 3
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
Lake Street Financial Llc 3
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 3
WealthStone, Inc. 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
Montag A & Associates Inc 3
Weaver Consulting Group 3
Proathlete Wealth Management Llc 3
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 3
LS Investment Advisors, LLC 3
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 3
Avion Wealth 3
Delaware Management Holdings, Inc. 3
Community Bank, N.A. 3
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 3
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
Williams Jones Wealth Management, LLC. 3
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 3
Weiss Multi-Strategy Advisers LLC 3
YorkBridge Wealth Partners, LLC 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
UMA Financial Services, Inc. 3
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 3
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 3
Ferguson Wellman Capital Management, Inc 3
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 3
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 3
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 3
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
Sivia Capital Partners, LLC 3
Pinnacle Associates Ltd 3
Franklin Ltd Duration Income Trust 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 3
Highland Capital Management Fund Advisors, L.p. 3
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 3
Blackrock Corporate High Yield Fund, Inc. 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
Macroview Investment Management Llc 3
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 3
Frontier Capital Management Co Llc 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 3
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 3
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 3
nVerses Capital, LLC 3
Perbak Capital Partners LLP 3
Palisade Asset Management, LLC 3
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A 3
Colony Group, LLC 3
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 3
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 3
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
Nekton Capital Ltd. 3
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
Barings Global Short Duration High Yield Fund 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 3
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 3
LM Advisors LLC 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 3
Cornerstone Investment Partners, LLC 3
FPRAX - FPA PARAMOUNT FUND INC - FPA Paramount Fund, Inc. 3
DAINX - Dunham Funds - Dunham International Stock Fund Class A 3
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 3
Van Eck Associates Corp 3
CoreCap Advisors, LLC 3
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 3
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 3
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 3
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 3
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 3
Ontario Teachers Pension Plan Board 3
Washington Trust Advisors, Inc. 3
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 3
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 3
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
PICTET BANK & TRUST Ltd 3
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3
HighPoint Advisor Group LLC 3
Principal Funds Inc 3
Bellecapital International Ltd. 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
Banque Pictet & Cie Sa 3
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 3
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 3
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 3
Sandy Spring Bank 3
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 3
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF 3
Fieldpoint Private Securities, LLC 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
HAP Trading, LLC 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 3
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 3
FineMark National Bank & Trust 3
M&g Investment Management Ltd 3
Amica Mutual Insurance Co 3
Lido Advisors, LLC 3
Sona Asset Management (us) Llc 3
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 3
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 3
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 3
Freestone Capital Holdings, LLC 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
Root Financial Partners, LLC 3
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 3
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 3
Tucker Asset Management Llc 3
Winton Diversified Opportunities Fund 3
FPA FUNDS TRUST - FPA International Value Fund 3
Coston, McIsaac & Partners 3
EAM Investors, LLC 3
Warren Averett Asset Management, LLC 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
Groupe la Francaise 3
Sequoia Financial Advisors, LLC 3
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 3
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 3
CenterBook Partners LP 3
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 3
Capital Analysts, Inc. 3
Snowden Capital Advisors LLC 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
USS Investment Management Ltd 3
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 3
Mendota Financial Group, LLC 3
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 3
Banque Transatlantique SA 3
Pathstone Holdings, LLC 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 3
Operose Advisors LLC 3
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 3
Compagnie Lombard Odier SCmA 3
Orbimed Advisors Llc 3
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 3
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 3
Harel Insurance Investments & Financial Services Ltd. 3
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
QS Investors, LLC 3
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 3
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 3
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 3
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 3
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
Royal London Asset Management Ltd 3
Cetera Advisors LLC 3
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 3
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 3
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 3
Proficio Capital Partners LLC 3
New Millennium Group LLC 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 3
AQINX - AQR Funds - AQR International Equity Fund Class N 3
JNBA Financial Advisors 3
Hm Payson & Co 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 3
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 3
Blackrock Credit Allocation Income Trust 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
MML SERIES INVESTMENT FUND - MML Global Fund Class I 3
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 3
MUFG Americas Holdings Corp 3
Catalytic Wealth RIA, LLC 3
NOIGX - Northern Funds - Northern International Equity Fund 3
Wedbush Securities Inc 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 3
BlueCrest Capital Management Ltd 3
Bogart Wealth, LLC 3
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 3
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 3
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 3
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 3
Sachetta, LLC 3
Pictet & Cie (Europe) SA 3
Hudson Bay Capital Management LP 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
California Public Employees Retirement System 3
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 3
Gerber Kawasaki Wealth & Investment Management 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
Blackstone Group Inc 3
Sawgrass Asset Management Llc 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 3
Private Wealth Management Group, LLC 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 3
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 3
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 3
Divisadero Street Capital Management, LP 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
HNFIX - HARBOR FUNDS - Harbor Focused International Fund Investor Class 3
Forsta Ap-fonden 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 3
Wahed Invest LLC 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 3
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 3
Tilia Fiduciary Partners, Inc. 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 3
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 3
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 3
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 3
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 3
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 3
Barrow Hanley Mewhinney & Strauss Llc 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 3
PACIFIC SELECT FUND - International Growth Portfolio Class P 3
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 3
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 3
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 3
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
Chartwell Investment Partners, Llc 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
Financial Counselors Inc 3
Rise Advisors, LLC 3
Pittenger & Anderson Inc 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
LGT Financial Advisors LLC 3
Rafferty Asset Management, LLC 3
Catalyst Capital Advisors LLC 3
Hbk Investments L P 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 3
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 3
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 3
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 3
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 3
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
Capital Asset Advisory Services LLC 3
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 3
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 3
Tcw Group Inc 3
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 3
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 3
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
Guardian Variable Products Trust - Guardian International Growth VIP Fund 3
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 3
Williams Jones & Associates LLC 3
Advanced Series Trust - Ast Advanced Strategies Portfolio 3
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 3
Pura Vida Investments, Llc 3
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 3
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 3
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 3
Soros Fund Management Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 3
Element Capital Management Llc 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 3
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 3
Oberweis Asset Management Inc/ 3
Invesco Senior Loan Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 3
Bollard Group LLC 3
FourThought Financial Partners, LLC 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
VDAFX - VALIC Co I - Dynamic Allocation Fund 3
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 3
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3
Skandinaviska Enskilda Banken AB (publ) 3
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 3
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 3
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
Ramirez Asset Management, Inc. 3
Cca Investments Trust 3
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 3
Teachers Advisors, Llc 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 3
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF 3
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Avidian Wealth Solutions, LLC 3
My Personal CFO, LLC 3
Edgestream Partners, L.P. 3
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 3
Tcwp Llc 3
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 3
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 3
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 3
Freestone Grove Partners LP 3
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 3
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 3
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 3
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 3
JOHN HANCOCK VARIABLE INSURANCE TRUST - International Growth Stock Trust Series I 3
Atria Wealth Solutions, Inc. 3
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 3
1620 Investment Advisors, Inc. 3
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 3
Allstate Corp 3
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 3
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 3
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 3
Nichols & Pratt Advisers Llp /ma 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
Great Lakes Advisors, Llc 3
OHIO NATIONAL FUND INC - ON International Equity Portfolio 3
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 3
Venturi Wealth Management, LLC 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
Whittier Trust Co Of Nevada Inc 3
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
Envestnet Portfolio Solutions, Inc. 3
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 3
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 3
Bluestein R H & Co 3
Gardner Lewis Asset Management L P 3
Tiaa Cref Investment Management Llc 3
Lincoln National Corp 3
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 3
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A 3
Cahill Financial Advisors Inc 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 3
PENN SERIES FUNDS INC - Developed International Index Fund 3
Institutional & Family Asset Management, Llc 3
Invesco Senior Income Trust 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
Blackrock Health Sciences Trust 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 3
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 3
Colonial Trust Co / SC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 3
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 3
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 3
USA Financial Portformulas Corp 3
Brewin Dolphin Ltd 3
FACT Capital, LP 3
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 3
Inceptionr Llc 3
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 3
Clearline Capital LP 3
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 3
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares 3
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 3
Riverhead Capital Management Llc 3
Tiverton Asset Management Llc 3
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 3
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 3
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 3
QCVAX - Clearwater Investment Trust - Clearwater International Fund 3
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 3
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
Cape Investment Advisory, Inc. 3
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 3
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 3
Park Place Capital Corp 3
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 3
Zions Bancorporation, National Association /ut/ 3
Qsemble Capital Management, LP 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 3
Bradley Foster & Sargent Inc/ct 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
BerganKDV Wealth Management, LLC 3
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 3
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
Veritable, L.P. 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 3
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
Vermillion Wealth Management, Inc. 3
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 3
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 3
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 3
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 3
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 3
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 3
Wealthcare Advisory Partners LLC 3
GAM Holding AG 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 3
Select Equity Group, L.P. 3
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 3
MERVX - MERGER FUND VL - The Merger Fund VL 3
Ten Capital Wealth Advisors, LLC 3
YHB Investment Advisors, Inc. 3
Nelson Capital Management, LLC 3
Paces Ferry Wealth Advisors, Llc 3
Mill Creek Capital Advisors, LLC 3
Smallcap World Fund Inc 3
Rhenman & Partners Asset Management AB 3
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 3
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 3
Kestra Advisory Services, LLC 3
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 3
Kestra Private Wealth Services, Llc 3
Scout Investments, Inc. 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
Rational Advisors Llc 3
Dupont Capital Management Corp 3
Thompson Siegel & Walmsley Llc 3
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 3
Jacobi Capital Management LLC 3
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 3
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 3
Emerald Advisers, Llc 3
Corient Capital Partners, LLC 3
PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A 3
Riggs Asset Managment Co. Inc. 3
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares 3
Piedmont Investment Advisors Llc 3
Bellwether Advisors, LLC 3
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 3
GPS Wealth Strategies Group, LLC 3
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
Ballentine Partners, LLC 3
First Horizon Corp 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
Catalyst Funds Management Pty Ltd 3
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 3
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 3
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 3
Enterprise Financial Services Corp 3
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 3
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
Rock Springs Capital Management LP 3
WFA of San Diego, LLC 3
RBB FUND, INC. - Aquarius International Fund 3
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
K.J. Harrison & Partners Inc 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
Ci Investments Inc. 3
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
Golden State Equity Partners 3
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 3
Louisiana State Employees Retirement System 3
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 3
Regentatlantic Capital Llc 3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3
Shine Investment Advisory Services Inc 3
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 3
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 3
Mascoma Wealth Management LLC 3
Veriti Management LLC 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 3
Dorsey Wright & Associates 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
Opal Wealth Advisors, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 3
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
Winslow, Evans & Crocker, Inc. 3
Simplify Asset Management Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
Tradition Wealth Management, LLC 3
Stone House Investment Management, LLC 3
Boston Advisors Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
Standard Family Office LLC 3
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 3
TimesSquare Capital Management, LLC 3
Scotia Capital Inc. 3
Transatlantique Private Wealth Llc 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
Wetherby Asset Management Inc 3
Leonteq Securities AG 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
Retirement Group, LLC 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class C shares 3
Howe & Rusling Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
Elkfork Partners LLC 3
Disciplined Investments, LLC 3
Rsm Us Wealth Management Llc 3
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 3
Teza Capital Management LLC 3
Bb&t Securities, Llc 3
Vigilant Capital Management, LLC 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
NewSquare Capital LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 3
Sierra Ocean, Llc 3
Alpine Global Management, LLC 3
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 3
Teachers Retirement System Of The State Of Kentucky 3
Kettle Hill Capital Management, Llc 3
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 3
SkyView Investment Advisors, LLC 3
Prentiss Smith & Co Inc 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
BlackRock ETF Trust II - BlackRock High Yield ETF 3
TCW ETF Trust - TCW Flexible Income ETF 3
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 3
Coppell Advisory Solutions LLC 3
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
Lombard Odier Asset Management (USA) Corp 3
Css Llc/il 3
Everence Capital Management Inc 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
HighMark Wealth Management LLC 3
Sanctuary Advisors, LLC 3
Total Clarity Wealth Management, Inc. 3
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 3
Gemmer Asset Management LLC 3
Procyon Private Wealth Partners, LLC 3
AXA Investment Managers S.A. 3
Cnh Partners Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 3
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 3
Archer Investment Corp 3
CVA Family Office, LLC 3
Kestra Investment Management, LLC 3
SECOR Capital Advisors, LP 3
Fedenia Advisers LLC 3
JJJ Advisors Inc. 3
Shay Capital LLC 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
Spire Wealth Management 3
Reilly Financial Advisors, Llc 3
Arkadios Wealth Advisors 3
Center for Financial Planning, Inc. 3
Carolinas Wealth Consulting Llc 3
Vanguard World Fund 3
Hughes Financial Services, LLC 3
Raymond James Trust N.a. 3
Edmond De Rothschild Holding S.a. 3
Pallas Capital Advisors LLC 3
PineBridge Investments, L.P. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Money Concepts Capital Corp 3
Soleus Capital Management, L.P. 3
Zeke Capital Advisors, Llc 3
Invenomic Capital Management LP 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
Gyon Technologies Capital Management, LP 3
Wealth Alliance 3
HighVista Strategies LLC 3
Cookson Peirce & Co Inc 3
Findlay Park Partners LLP 3
Marks Group Wealth Management, Inc 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
Banque Cantonale Vaudoise 3
Profund Advisors Llc 3
BlackRock Credit Strategies Fund 3
RFP Financial Group LLC 3
Great West Life Assurance Co /can/ 3
Arcadia Investment Management Corp/mi 3
Shelton Capital Management 3
Pacifica Partners Inc. 3
Granite FO LLC 3
Bamco Inc /ny/ 3
Northwest & Ethical Investments L.P. 3
Eisler Capital (UK) Ltd. 3
Border to Coast Pensions Partnership Ltd 3
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
Cedar Mountain Advisors, LLC 3
Conning Inc. 3
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 3
Glenview Capital Management, Llc 3
Oppenheimer & Co Inc 3
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 3
First Interstate Bank 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
Activest Wealth Management 3
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 3
Capital World Investors 3
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 3
MUFG Securities EMEA plc 3
NEXT Financial Group, Inc 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 3
Saturna Capital CORP 3
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 3
Hussman Strategic Advisors, Inc. 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 3
Boston Partners 3
Resona Asset Management Co.,Ltd. 3
Gamco Investors, Inc. Et Al 3
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 3
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 3
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 3
Maven Securities LTD 3
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 3
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB 3
New York Life Investment Management Llc 3
State Of Michigan Retirement System 3
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
Oregon Public Employees Retirement Fund 3
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 3
Axiom International Investors Llc /de 3
U.S. Capital Wealth Advisors, LLC 3
Kennedy Capital Management, Inc. 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
National Asset Management, Inc. 3
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
John Hancock Funds II - Health Sciences Fund Class NAV 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
Nicholas Investment Partners, LP 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
Litman Gregory Asset Management LLC 3
Park Avenue Securities Llc 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
Thornburg Investment Management Inc 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
Nvwm, Llc 3
Menta Capital Llc 3
Suntrust Banks Inc 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
OP Asset Management Ltd 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
Altshuler Shaham Ltd 3
Dv Equities, Llc 3
VCIEX - VALIC Co I - International Equities Index Fund 3
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3
Xai Octagon Floating Rate & Alternative Income Term Trust 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
American Funds Insurance Series 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
American National Bank 3
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 3
Sumitomo Mitsui Trust Holdings, Inc. 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Integrated Wealth Concepts LLC 3
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 3
CNB Bank 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
Two Roads Shared Trust - APEX HealthCare ETF 3
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class 3
IHT Wealth Management, LLC 3
Mangrove Partners 3
Cowen And Company, Llc 3
GW&K Investment Management, LLC 3
West Family Investments, Inc. 3
Mount Yale Investment Advisors, LLC 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
CX Institutional 3
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 3
Equitable Trust Co 3
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 3
Glen Harbor Capital Management LLC 3
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 3
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 3
Massachusetts Financial Services Co /ma/ 3
Selective Wealth Management, Inc. 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 3
AIA Group Ltd 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
Telemus Capital, Llc 3
Impax Asset Management Group plc 3
Wealth Preservation Advisors, LLC 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
First Hawaiian Bank 3
Tyers Asset Management LLC 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 3
Resources Management Corp /ct/ /adv 3