Real Estate Operators (except Developers) And Lessors - 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
Proequities, Inc. 33
Jpmorgan Chase & Co 30
UBS Group AG 29
Deutsche Bank Ag\ 28
Susquehanna International Group, Llp 28
Morgan Stanley 28
Citadel Advisors Llc 28
Barclays Plc 27
Jane Street Group, Llc 27
Goldman Sachs Group Inc 26
Royal Bank Of Canada 26
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 26
Bank Of America Corp /de/ 26
BlackRock, Inc. 25
Vanguard Group Inc 25
Advisor Group Holdings, Inc. 24
Tower Research Capital LLC (TRC) 24
Wells Fargo & Company/mn 24
Citigroup Inc 24
Fmr Llc 23
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 23
Geode Capital Management, Llc 22
Pnc Financial Services Group, Inc. 21
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 20
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 20
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 20
Millennium Management Llc 20
Russell Investments Group, Ltd. 20
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 19
Northern Trust Corp 19
Renaissance Technologies Llc 19
Simplex Trading, Llc 19
Invesco Ltd. 19
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 19
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 19
Rhumbline Advisers 18
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 18
Victory Capital Management Inc 18
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 18
IFP Advisors, Inc 18
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 18
New York State Common Retirement Fund 18
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 17
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 17
Ameriprise Financial Inc 17
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 17
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 17
Credit Suisse Ag/ 17
American International Group, Inc. 17
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 17
Bank of New York Mellon Corp 17
Marshall Wace, Llp 17
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 17
Virtu Financial LLC 17
Parallel Advisors, LLC 17
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 17
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 17
Manufacturers Life Insurance Company, The 17
Sei Investments Co 17
Cwm, Llc 17
State Street Corp 17
Bank Of Montreal /can/ 16
Legal & General Group Plc 16
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 16
Walleye Capital LLC 16
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 16
Walleye Trading LLC 16
Allianz Asset Management GmbH 16
Ubs Asset Management Americas Inc 16
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 16
D. E. Shaw & Co., Inc. 16
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 16
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 16
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 16
Gabelli Funds Llc 16
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 16
LPL Financial LLC 15
SG Americas Securities, LLC 15
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 15
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 15
Hrt Financial Lp 15
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 15
California Public Employees Retirement System 15
Quadrant Capital Group Llc 15
Dimensional Fund Advisors Lp 15
Advisory Services Network, LLC 15
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 15
Wolverine Trading, Llc 15
Group One Trading, L.p. 15
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 15
Cohen & Steers Quality Income Realty Fund Inc 15
Bnp Paribas Arbitrage, Sa 15
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 15
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 15
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 15
Qube Research & Technologies Ltd 14
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 14
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 14
GWM Advisors LLC 14
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 14
Arrowstreet Capital, Limited Partnership 14
College Retirement Equities Fund 14
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 14
Vanguard Capital Management Llc 14
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 14
Charles Schwab Investment Management Inc 14
Stifel Financial Corp 14
Schonfeld Strategic Advisors LLC 14
Invesco Bond Fund 14
Fifth Third Bancorp 14
Cutler Group LP 14
Advisor Group, Inc. 14
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 14
Nuveen Asset Management, LLC 14
Zurcher Kantonalbank (Zurich Cantonalbank) 14
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 14
Aqr Capital Management Llc 14
Us Bancorp \de\ 14
Toronto Dominion Bank 14
Raymond James & Associates 14
NOSGX - Northern Funds - Northern Small Cap Value Fund 14
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 14
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 14
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 14
Balyasny Asset Management Llc 14
Covestor Ltd 14
Principal Funds Inc 13
Magnetar Financial LLC 13
Verition Fund Management LLC 13
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 13
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 13
Thrivent Financial For Lutherans 13
Hsbc Holdings Plc 13
Alliancebernstein L.p. 13
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 13
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 13
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 13
QCVAX - Clearwater Investment Trust - Clearwater International Fund 13
Nisa Investment Advisors, Llc 13
Boothbay Fund Management, Llc 13
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 13
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 13
Dupont Capital Management Corp 13
California State Teachers Retirement System 13
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 13
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 13
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 13
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 13
Creative Planning 13
Steward Partners Investment Advisory, Llc 13
HighTower Advisors, LLC 13
Panagora Asset Management Inc 13
Ladenburg Thalmann Financial Services Inc 13
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 13
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 13
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 13
Cubist Systematic Strategies, LLC 13
Point72 Asset Management, L.P. 12
Metropolitan Life Insurance Co/ny 12
Highbridge Capital Management Llc 12
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 12
Global Retirement Partners, LLC 12
Gsa Capital Partners Llp 12
Hudson Bay Capital Management LP 12
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 12
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 12
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 12
Dynamic Technology Lab Private Ltd 12
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 12
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 12
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 12
Swiss National Bank 12
Glenmede Trust Co Na 12
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 12
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 12
Acadian Asset Management Llc 12
Huntington National Bank 12
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 12
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A 12
VDAFX - VALIC Co I - Dynamic Allocation Fund 12
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 12
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 12
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 12
Two Sigma Investments, Lp 12
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 12
Sterling Capital Management LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 12
Jefferies Group LLC 12
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 12
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 12
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 12
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 12
Vanguard Index Funds 12
Tiaa-cref Funds 12
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 12
Two Sigma Advisers, Lp 12
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 12
Tudor Investment Corp Et Al 12
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 12
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 12
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 12
Envestnet Asset Management Inc 12
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 12
Allworth Financial LP 12
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 12
M&t Bank Corp 12
Principal Financial Group Inc 12
Css Llc/il 12
Lazard Asset Management Llc 12
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 11
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 11
Commonwealth Equity Services, Llc 11
Cohen & Steers Total Return Realty Fund Inc 11
Prelude Capital Management, Llc 11
Bessemer Group Inc 11
NGREX - Northern Funds - Northern Global Real Estate Index Fund 11
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 11
BlackRock Fund Advisors 11
Healthcare Of Ontario Pension Plan Trust Fund 11
Squarepoint Ops LLC 11
Y-Intercept (Hong Kong) Ltd 11
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 11
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 11
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 11
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 11
Parallax Volatility Advisers, L.P. 11
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 11
Picton Mahoney Asset Management 11
Allspring Global Investments Holdings, LLC 11
Amalgamated Bank 11
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 11
State Of Wisconsin Investment Board 11
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 11
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 11
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 11
Glassman Wealth Services 11
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 11
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 11
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 11
GABELLI & Co INVESTMENT ADVISERS, INC. 11
Public Employees Retirement System Of Ohio 11
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 11
First Trust Advisors Lp 11
EverSource Wealth Advisors, LLC 11
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 11
State of Wyoming 11
CIBC Private Wealth Group, LLC 11
Macquarie Group Ltd 11
Signaturefd, Llc 11
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 11
IWC - iSHARES TRUST - iShares Micro-Cap ETF 11
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 11
Price T Rowe Associates Inc /md/ 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 11
Sandy Spring Bank 11
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 11
Engineers Gate Manager LP 11
Alberta Investment Management Corp 11
Claymore Exchange-traded Fund Trust 11
Cerity Partners LLC 11
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 11
Northwestern Mutual Wealth Management Co 11
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 11
Voya Investment Management Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 11
Guggenheim Capital Llc 11
XTX Topco Ltd 11
Cambridge Investment Research Advisors, Inc. 11
Massmutual Trust Co Fsb/adv 11
Public Sector Pension Investment Board 11
Ameritas Investment Partners, Inc. 11
Franklin Resources Inc 11
Weiss Strategic Interval Fund 11
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 11
FNY Investment Advisers, LLC 11
Parametric Portfolio Associates Llc 11
Versant Capital Management, Inc 11
Ellevest, Inc. 11
Mirae Asset Global Investments Co., Ltd. 11
Lindbrook Capital, Llc 11
Vestcor Inc 10
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 10
Optiver Holding B.V. 10
Schroder Investment Management Group 10
Jump Financial, LLC 10
First Republic Investment Management, Inc. 10
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 10
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 10
Oppenheimer Etf Trust 10
Axa S.a. 10
State of Tennessee, Treasury Department 10
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 10
Wolverine Asset Management Llc 10
Two Sigma Securities, Llc 10
MetLife Investment Management, LLC 10
Rockefeller Capital Management L.P. 10
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 10
Ubs Ag 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 10
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 10
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF 10
Captrust Financial Advisors 10
PEAK6 Investments, L.P. 10
Sunbelt Securities, Inc. 10
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 10
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 10
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 10
Stratos Wealth Partners, LTD. 10
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 10
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 10
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 10
First Manhattan Co 10
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 10
IWV - iSHARES TRUST - iShares Russell 3000 ETF 10
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 10
American Century Companies Inc 10
Public Employees Retirement Association Of Colorado 10
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 10
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 10
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 10
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 10
Paloma Partners Management Co 10
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund 10
GAMMA Investing LLC 10
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 10
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 10
Comerica Bank 10
Regions Financial Corp 10
North Star Investment Management Corp. 10
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 10
Strs Ohio 10
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 10
Man Group plc 10
Farmers & Merchants Investments Inc 10
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 10
Asset Management One Co., Ltd. 10
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 10
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 10
Assetmark, Inc 10
Neuberger Berman Group LLC 10
Mariner, LLC 10
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 10
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 10
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 10
Janus Henderson Group Plc 10
Hbk Investments L P 10
Anson Funds Management LP 10
Bell Investment Advisors, Inc 10
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 10
Vanguard Fiduciary Trust Co 10
Capstone Investment Advisors, Llc 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 9
Hartland & Co., LLC 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
Ronald Blue Trust, Inc. 9
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 9
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 9
Brookfield Real Assets Income Fund Inc. 9
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 9
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 9
Valeo Financial Advisors, LLC 9
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 9
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 9
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 9
Eaton Vance Management 9
Prudential Financial Inc 9
Wellington Management Group Llp 9
CoreCap Advisors, LLC 9
Janney Montgomery Scott LLC 9
State of New Jersey Common Pension Fund D 9
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 9
D.a. Davidson & Co. 9
Harbour Investments, Inc. 9
BlackRock Investment Management, LLC 9
KBC Group NV 9
Raymond James Financial Inc 9
Advisors Asset Management, Inc. 9
Ubs Oconnor Llc 9
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 9
JustInvest LLC 9
Los Angeles Capital Management Llc 9
State of Alaska, Department of Revenue 9
Canada Pension Plan Investment Board 9
GAM Holding AG 9
Essential Partners LLC 9
Federation des caisses Desjardins du Quebec 9
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 9
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 9
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 9
Great West Life Assurance Co /can/ 9
Campbell & CO Investment Adviser LLC 9
Prospera Financial Services Inc 9
BlackRock Institutional Trust Company, N.A. 9
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 9
Clear Street Markets Llc 9
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 9
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 9
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 9
GHP Investment Advisors, Inc. 9
Quantbot Technologies LP 9
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 9
TD Waterhouse Canada Inc. 9
Teacher Retirement System Of Texas 9
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
Cnh Partners Llc 9
Parkside Financial Bank & Trust 9
Farther Finance Advisors, LLC 9
New York State Teachers Retirement System 9
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 9
Clearbridge Investments, LLC 9
DAVENPORT & Co LLC 9
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 9
Raymond James Financial Services Advisors, Inc. 9
Basso Capital Management, L.p. 9
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 9
Meeder Asset Management Inc 9
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 9
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 9
Private Advisor Group, LLC 9
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 9
TCI Wealth Advisors, Inc. 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 9
Moore Capital Management, Lp 9
Mercer Global Advisors Inc /adv 9
ExodusPoint Capital Management, LP 9
Quantinno Capital Management LP 9
True Wealth Design, LLC 9
Penserra Capital Management LLC 9
PEAK6 Investments LLC 9
Davidson Kempner Capital Management Lp 9
Nomura Holdings Inc 9
Centiva Capital, LP 9
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 9
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 9
Quadrature Capital Ltd 9
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 9
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 9
Pacer Advisors, Inc. 8
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 8
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 8
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 8
Sowell Financial Services LLC 8
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 8
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 8
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 8
Manchester Capital Management LLC 8
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 8
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 8
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 8
OMERS ADMINISTRATION Corp 8
Vanguard Global Advisers, LLC 8
REET - iSHARES TRUST - iShares Global REIT ETF 8
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 8
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 8
Susquehanna Fundamental Investments, Llc 8
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 8
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 8
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 8
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 8
Six Circles Trust - Six Circles Global Bond Fund 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 8
Putnam Investments Llc 8
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 8
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 8
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 8
Compagnie Lombard Odier SCmA 8
Baird Financial Group, Inc. 8
BlueCrest Capital Management Ltd 8
Synovus Financial Corp 8
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 8
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 8
HHM Wealth Advisors, LLC 8
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 8
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 8
Toroso Investments, LLC 8
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV 8
Aperio Group, LLC 8
Fox Run Management, L.l.c. 8
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 8
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 8
Piedmont Investment Advisors Llc 8
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 8
Point72 Middle East FZE 8
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 8
CENTRAL TRUST Co 8
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8
Vantagepoint Funds 8
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 8
American Portfolios Advisors 8
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 8
MERVX - MERGER FUND VL - The Merger Fund VL 8
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 8
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 8
Aristeia Capital Llc 8
Total Income (plus) Real Estate Fund 8
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 8
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 8
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 8
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 8
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 8
Jefferies Financial Group Inc. 8
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 8
Blair William & Co/il 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 8
Private Trust Co Na 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 8
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 8
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8
Vanguard Portfolio Management Llc 8
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 8
Alps Advisors Inc 8
Harbor Capital Advisors, Inc. 8
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 8
Marshall Wace North America L.P. 8
Arizona State Retirement System 8
Tiaa Cref Investment Management Llc 8
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund 8
NSIDX - Northern Funds - Northern Small Cap Index Fund 8
Teachers Advisors, Llc 8
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 8
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 8
Nuveen Real Asset Income & Growth Fund 8
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 8
Toth Financial Advisory Corp 8
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
Ergoteles LLC 8
Oxford Asset Management Llp 8
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 8
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 8
Candriam Luxembourg S.C.A. 8
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 8
Dark Forest Capital Management Lp 8
Bridgeway Capital Management Inc 8
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 8
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 8
Quarry LP 8
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 8
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 8
Natixis 8
Bluefin Capital Management, Llc 8
Eagle Bay Advisors LLC 8
State Farm Mutual Fund Trust 8
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 8
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 8
Norges Bank 8
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 8
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 8
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 8
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 8
Laurion Capital Management LP 8
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 8
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 8
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 8
Rehmann Capital Advisory Group 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 8
Element Capital Management Llc 8
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 8
Brown Advisory Inc 8
First Horizon Advisors, Inc. 8
Centaurus Financial, Inc. 8
Credit Agricole S A 8
Glazer Capital, Llc 8
Rothschild Investment Llc 8
IWM - iSHARES TRUST - iShares Russell 2000 ETF 8
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 8
Summit Trail Advisors, Llc 8
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 8
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 8
SRS Capital Advisors, Inc. 8
Cowen And Company, Llc 8
Amundi Pioneer Asset Management Inc 8
United Capital Financial Advisers, Llc 8
AdvisorNet Financial, Inc 8
Private Capital Group, LLC 8
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 8
Mackenzie Financial Corp 8
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 8
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 8
Kcg Holdings, Inc. 8
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 8
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 8
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 8
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 8
Alpine Global Management, LLC 8
BlackRock Advisors LLC 8
Nomura Asset Management Co Ltd 8
Alyeska Investment Group, L.P. 7
J.w. Cole Advisors, Inc. 7
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 7
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 7
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 7
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 7
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 7
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 7
Versus Capital Multi-manager Real Estate Income Fund Llc 7
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 7
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 7
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 7
State Board Of Administration Of Florida Retirement System 7
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 7
CIBC World Markets Inc. 7
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) 7
Amundi 7
Sawtooth Solutions, LLC 7
Nuveen, LLC 7
Amalgamated Financial Corp. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 7
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 7
Vanguard Horizon Funds 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 7
MUFG Americas Holdings Corp 7
Sumitomo Mitsui Trust Holdings, Inc. 7
Trexquant Investment LP 7
Ieq Capital, Llc 7
Cambria Investment Management, L.P. 7
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 7
ProShare Advisors LLC 7
PineBridge Investments, L.P. 7
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF 7
Seacrest Wealth Management, Llc 7
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 7
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 7
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7
Kistler-Tiffany Companies, LLC 7
National Asset Management, Inc. 7
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7
Winton Capital Group Ltd 7
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 7
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 7
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 7
Orion Portfolio Solutions, LLC 7
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 7
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
Old Mission Capital Llc 7
AMP Capital Investors Ltd 7
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 7
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 7
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 7
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 7
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 7
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 7
Ancora Advisors, LLC 7
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 7
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 7
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 7
Patriot Financial Group Insurance Agency, LLC 7
Connor, Clark & Lunn Investment Management Ltd. 7
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 7
Vivaldi Asset Management, LLC 7
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 7
Bayesian Capital Management, LP 7
Pinnacle Wealth Planning Services, Inc. 7
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 7
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 7
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 7
IFGL - iSHARES TRUST - iShares International Developed Real Estate ETF 7
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 7
PENN SERIES FUNDS INC - Small Cap Index Fund 7
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 7
Corebridge Financial, Inc. 7
LMR Partners LLP 7
Long Pond Capital, LP 7
Berman Capital Advisors, LLC 7
Venturi Wealth Management, LLC 7
Echo Street Capital Management LLC 7
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 7
Profunds - Profund Vp Ultrasmall-cap 7
Profunds - Profund Vp Small-cap 7
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 7
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 7
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 7
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 7
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 7
Geneos Wealth Management Inc. 7
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 7
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 7
Smartleaf Asset Management LLC 7
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 7
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 7
BNP Paribas Asset Management Holding S.A. 7
Global X Funds 7
Federated Hermes, Inc. 7
Coldstream Capital Management Inc 7
Landscape Capital Management, L.l.c. 7
Umb Bank N A/mo 7
Nbc Securities, Inc. 7
O'shaughnessy Asset Management, Llc 7
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
Natixis Advisors, L.p. 7
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
FORA Capital, LLC 7
Versor Investments LP 7
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund 7
Point72 Hong Kong Ltd 7
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund 7
State Farm Variable Product Trust 7
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 7
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 7
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 7
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 7
National Bank Of Canada /fi/ 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 7
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 7
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 7
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 7
Mather Group, Llc. 7
PENN SERIES FUNDS INC - International Equity Fund 7
VCSLX - VALIC Co I - Small Cap Index Fund 7
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 7
Resources Investment Advisors, LLC. 7
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 7
Fort Baker Capital Management LP 7
SLPIX - Profunds - Small-cap Profund Investor Class 7
JNBA Financial Advisors 7
NEXT Financial Group, Inc 7
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 7
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 7
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 7
Capital Fund Management S.a. 7
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 7
Proficio Capital Partners LLC 7
Jones Financial Companies Lllp 7
First Hawaiian Bank 7
Spire Wealth Management 7
Cetera Advisor Networks LLC 7
JPL Wealth Management, LLC 7
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A 7
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 7
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 7
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 7
Gotham Asset Management, LLC 7
Virginia Retirement Systems Et Al 7
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 7
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 7
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 7
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 7
Flow Traders U.s. Llc 7
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 7
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 7
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 7
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 7
Truist Financial Corp 7
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 7
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 7
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 7
HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF 7
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 7
1832 Asset Management L.P. 7
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 7
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 7
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares 7
CI Private Wealth, LLC 7
MAI Capital Management 7
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 7
Oregon Public Employees Retirement Fund 7
Belpointe Asset Management LLC 7
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 7
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 7
Skandinaviska Enskilda Banken AB (publ) 7
Guggenheim Active Allocation Fund 7
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 7
Principal Securities, Inc. 7
Trust Co Of Vermont 7
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund 7
Moors & Cabot, Inc. 7
Emerald Acquisition Ltd. 7
Gabelli Dividend & Income Trust 7
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 7
Whittier Trust Co 7
Cohen & Steers Real Estate Opportunities & Income Fund 7
Jacobs Levy Equity Management, Inc 7
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 7
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
Crestline Management, LP 6
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 6
Usca Ria Llc 6
Graham Capital Management, L.P. 6
Atlantic Trust, LLC 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 6
Xponance, Inc. 6
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 6
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 6
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 6
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 6
Mackay Shields Llc 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 6
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 6
Lee Financial Co 6
Caisse De Depot Et Placement Du Quebec 6
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 6
Highlander Capital Management, LLC 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 6
HGC Investment Management Inc. 6
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 6
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 6
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 6
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 6
SOUTH STATE Corp 6
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 6
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund 6
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 6
Suntrust Banks Inc 6
Cohen & Steers, Inc. 6
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 6
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6
Gamco Investors, Inc. Et Al 6
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 6
Bogart Wealth, LLC 6
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 6
Gradient Investments LLC 6
Ensign Peak Advisors, Inc 6
BRYN MAWR TRUST Co 6
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 6
Whittier Trust Co Of Nevada Inc 6
Algert Global Llc 6
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 6
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 6
CAPROCK Group, Inc. 6
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 6
Wealth Enhancement Advisory Services, Llc 6
Dunhill Financial, LLC 6
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 6
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 6
Mirabella Financial Services Llp 6
Crossmark Global Holdings, Inc. 6
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 6
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
Meridian Wealth Partners, LLC 6
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 6
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 6
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 6
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 6
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
Salem Investment Counselors Inc 6
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 6
Westwood Holdings Group Inc 6
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 6
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A 6
Kestra Advisory Services, LLC 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund 6
Ci Investments Inc. 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 6
Baker Avenue Asset Management, LP 6
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 6
Ashton Thomas Private Wealth, LLC 6
IHT Wealth Management, LLC 6
Intrust Bank Na 6
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 6
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 6
Inceptionr Llc 6
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 6
Twin Tree Management, LP 6
Signet Financial Management, Llc 6
Newbridge Financial Services Group, Inc. 6
United Services Automobile Association 6
Zacks Investment Management 6
Elequin Capital Lp 6
Wipfli Financial Advisors Llc, 6
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 6
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 6
Cibc World Markets Corp 6
Pictet Asset Management Sa 6
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 6
Texas Permanent School Fund 6
Exchange Traded Concepts, Llc 6
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 6
MASTER BOND LLC - Master Total Return Portfolio 6
Aigen Investment Management, Lp 6
Intech Investment Management Llc 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 6
Larson Financial Group LLC 6
Caption Management, LLC 6
Van Eck Associates Corp 6
Sound Income Strategies, LLC 6
Rmr Real Estate Income Fund 6
CIBC Asset Management Inc 6
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 6
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 6
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 6
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A 6
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6
Cornerstone Planning Group LLC 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
Concord Wealth Partners 6
Sherbrooke Park Advisers Llc 6
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 6
Diametric Capital, LP 6
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 6
Creative Financial Designs Inc /adv 6
Register Financial Advisors LLC 6
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 6
Cetera Investment Advisers 6
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 6
Veritable, L.P. 6
Brown Brothers Harriman & Co 6
Martingale Asset Management L P 6
Truvestments Capital Llc 6
Ground Swell Capital, LLC 6
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 6
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 6
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 6
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 6
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 6
Weiss Multi-Strategy Advisers LLC 6
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 6
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 6
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF 6
Brookfield Asset Management Inc. 6
Alphacrest Capital Management Llc 6
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF 6
Thompson Siegel & Walmsley Llc 6
Quent Capital, LLC 6
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 6
Duality Advisers, Lp 6
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 6
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 6
Shell Asset Management Co 6
FIL Ltd 6
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 6
Avantax Advisory Services, Inc. 6
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 6
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 6
Weiss Asset Management LP 6
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 6
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 6
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 6
Cresset Asset Management, LLC 6
Police & Firemen's Retirement System of New Jersey 6
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 6
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 6
Nationwide Fund Advisors 6
Commonwealth Bank Of Australia 6
Wealthspire Advisors, LLC 6
Skopos Labs, Inc. 6
FDx Advisors, Inc. 6
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 6
Hillsdale Investment Management Inc. 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
Evergreen Capital Management Llc 6
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF 6
Commonwealth Equity Services, Inc 6
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 6
Cetera Advisors LLC 6
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 6
IndexIQ Advisors LLC 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
Avion Wealth 6
Evoke Wealth, Llc 6
MetLife Securities, Inc 6
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 6
Ilmarinen Mutual Pension Insurance Co 6
Daiwa Securities Group Inc. 6
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 6
QS Investors, LLC 6
Private Wealth Management Group, LLC 6
Prudential Plc 6
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 6
Vanguard Specialized Funds 6
RSSL - Global X Funds - Global X Russell 2000 ETF 6
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 6
MBEQX - M FUND INC - M International Equity Fund 6
Capital Performance Advisors Llp 6
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 6
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 6
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 6
Oppenheimer Variable Account Funds 6
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 6
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 6
GIMFX - GMO TRUST - GMO Implementation Fund 6
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 6
Westchester Capital Management, LLC 6
Cornerstone Advisors, Inc. 6
Sequoia Financial Advisors, LLC 6
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 6
Nordea Investment Management Ab 6
Private Management Group Inc 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 6
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF 6
Tfs Capital Investment Trust 6
Neuberger Berman Real Estate Securities Income Fund Inc 6
International Assets Investment Management, Llc 6
Teachers Retirement System Of The State Of Kentucky 6
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 6
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 6
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 6
Bfsg, Llc 6
Keybank National Association/oh 6
Ellington Management Group Llc 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 6
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 6
Hartford Mutual Funds Inc/ct 6
PDT Partners, LLC 6
Capital Advisors, Ltd. LLC 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
Money Concepts Capital Corp 6
Segantii Capital Management Ltd 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 5
VANGUARD ASSET MANAGEMENT, Ltd 5
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 5
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 5
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 5
Caas Capital Management Lp 5
Aew Capital Management L P 5
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 5
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund 5
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 5
VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral 5
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
Tcw Strategic Income Fund Inc 5
Cornercap Investment Counsel Inc 5
BlackRock Credit Strategies Fund 5
Wetherby Asset Management Inc 5
Harvest Fund Management Co., Ltd 5
Aster Capital Management (DIFC) Ltd 5
Johnson Financial Group, Inc. 5
Paradigm Asset Management Co Llc 5
Evermay Wealth Management Llc 5
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
Clear Street Llc 5
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 5
URTH - iShares, Inc. - iShares MSCI World ETF 5
Vanguard Investments Australia, Ltd. 5
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
Roble, Belko & Company, Inc 5
Yousif Capital Management, Llc 5
TCW ETF Trust - TCW Flexible Income ETF 5
Teachers Insurance & Annuity Association Of America 5
Ameritas Advisory Services, LLC 5
Wedbush Securities Inc 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
Td Private Client Wealth Llc 5
Pine River Capital Management L.P. 5
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 5
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF 5
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 5
Hm Payson & Co 5
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 5
RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF 5
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 5
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 5
Cribstone Capital Management, LLC 5
Apollo Management Holdings, L.P. 5
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 5
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 5
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 5
Metis Global Partners, LLC 5
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF 5
MQS Management LLC 5
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 5
New York Life Investment Management Llc 5
Snowden Capital Advisors LLC 5
Caitong International Asset Management Co., Ltd 5
Kayne Anderson Rudnick Investment Management Llc 5
Pictet Asset Management Ltd 5
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 5
Taconic Capital Advisors LP 5
Oppenheimer Asset Management Inc. 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 5
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 5
Bbr Partners, Llc 5
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 5
Rise Advisors, LLC 5
Cbre Clarion Global Real Estate Income Fund 5
Ontario Teachers Pension Plan Board 5
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 5
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
Evercore Wealth Management, LLC 5
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 5
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 5
Voloridge Investment Management, Llc 5
Planning Capital Management Corp 5
Convergence Investment Partners, LLC 5
Eqis Capital Management, Inc. 5
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 5
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares 5
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 5
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 5
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 5
Highland Capital Management Fund Advisors, L.p. 5
Eii Capital Management, Inc. 5
Pinnacle Associates Ltd 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 5
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 5
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 5
Grantham, Mayo, Van Otterloo & Co. LLC 5
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 5
IGLAX - Voya MUTUAL FUNDS - Voya Global Real Estate Fund Class A 5
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C 5
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 5
ROOF - IndexIQ ETF Trust - IQ U.S. Real Estate Small Cap ETF 5
Financial Management Professionals, Inc. 5
Tradewinds Capital Management, LLC 5
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 5
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 5
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 5
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 5
Pinnacle Summer Investments, Inc. 5
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 5
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 5
Kempen Capital Management N.v. 5
Transamerica Financial Advisors, Inc. 5
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 5
Independent Portfolio Consultants, Inc. 5
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 5
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
Quest Partners LLC 5
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class 5
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 5
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 5
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 5
Walker Asset Management, LLC 5
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 5
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 5
Regal Investment Advisors LLC 5
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A 5
Sumitomo Mitsui DS Asset Management Company, Ltd 5
Pictet Asset Management Holding SA 5
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 5
Financial Consulate, Inc 5
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 5
Special Opportunities Fund, Inc. 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
Tocqueville Asset Management L.p. 5
Bb&t Securities, Llc 5
Envestnet Portfolio Solutions, Inc. 5
Sutton Wealth Advisors Inc. 5
NewSquare Capital LLC 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
MBOVX - M FUND INC - M Large Cap Value Fund 5
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 5
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 5
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 5
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A 5
EJF Capital LLC 5
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 5
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 5
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 5
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 5
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 5
Linden Advisors Lp 5
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 5
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 5
Pathstone Family Office, Llc 5
A.R.T. Advisors, LLC 5
TIG Advisors, LLC 5
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
Myriad Asset Management Ltd. 5
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 5
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 5
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 5
Hazlett, Burt & Watson, Inc. 5
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 5
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 5
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 5
MUFG Securities EMEA plc 5
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 5
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 5
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 5
Numeric Investors Llc 5
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 5
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 5
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 5
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 5
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 5
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 5
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF 5
WPS - iSHARES TRUST - iShares International Developed Property ETF 5
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 5
First Quadrant L P/ca 5
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 5
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 5
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 5
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 5
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 5
American National Bank 5
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 5
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 5
PENN SERIES FUNDS INC - Developed International Index Fund 5
Delta Asset Management Llc/tn 5
Portside Wealth Group, LLC 5
Securian Funds Trust - SFT Core Bond Fund Class 1 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 5
Capital World Investors 5
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 5
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
BRACX - Blackrock Allocation Target Shares - Bats Series C 5
Contravisory Investment Management, Inc. 5
Benjamin F. Edwards & Company, Inc. 5
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 5
Carroll Financial Associates, Inc. 5
Profunds - Profund Vp Oil & Gas 5
Standard Life Aberdeen plc 5
UniSuper Management Pty Ltd 5
Lenox Wealth Advisors, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 5
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 5
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 5
Monashee Investment Management LLC 5
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 5
Legacy Advisors, LLC 5
Voya Financial Advisors, Inc. 5
Mitsubishi UFJ Trust & Banking Corp 5
Loomis Sayles & Co L P 5
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 5
ETRADE Capital Management LLC 5
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 5
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 5
Nebula Research & Development LLC 5
Global Endowment Management, LP 5
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 5
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 5
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 5
DekaBank Deutsche Girozentrale 5
Sonora Investment Management, LLC 5
LS Investment Advisors, LLC 5
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 5
Utah Retirement Systems 5
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 5
Karp Capital Management Corp 5
Stephens Inc /ar/ 5
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 5
JBF Capital, Inc. 5
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Russell Frank Co/ 5
Ing Groep Nv 5
Belvedere Trading LLC 5
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
Advanced Series Trust - Ast Advanced Strategies Portfolio 5
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 5
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 5
Lombard Odier Asset Management (USA) Corp 5
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 5
Advanced Series Trust - Ast International Growth Portfolio 5
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 5
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 5
Flagship Harbor Advisors, Llc 5
Beaird Harris Wealth Management, LLC 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 5
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 5
Meiji Yasuda Asset Management Co Ltd. 5
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 5
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 5
Avantax Planning Partners, Inc. 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
Mraz, Amerine & Associates, Inc. 5
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 5
Waterfront Capital Partners, LLC 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I 5
Tuttle Tactical Management LLC 5
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 5
Capital Analysts, Inc. 5
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 5
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 5
Gabelli Global Utility & Income Trust 5
Brinker Capital Inc 5
Managed Account Advisors Llc 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 5
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 5
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 5
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 5
UMA Financial Services, Inc. 5
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 5
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 5
Inscription Capital, LLC 5
Boston Trust Walden Corp 5
APG Asset Management N.V. 5
Alpine Associates Management Inc. 5
Pitcairn Co 5
Ameritas Investment Corp 5
Douglas Lane & Associates, LLC 5
Riverview Trust Co 5
Omnia Family Wealth, LLC 5
Wexford Capital Lp 5
Quantamental Technologies LLC 5
Forsta Ap-fonden 5
Acrospire Investment Management LLC 5
Brevan Howard Capital Management LP 5
Spring Creek Capital Llc 5
National Planning Corp 5
Assenagon Asset Management S.A. 5
Corsair Capital Management, L.p. 5
Sofos Investments, Inc. 5
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 5
Integrated Wealth Concepts LLC 5
Bokf, Na 5
We Are One Seven, LLC 5
Beryl Capital Management LLC 5
Merit Financial Group, LLC 5
Strategic Investment Solutions, Inc. /IL 5
Alphasimplex Group, Llc 5
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 5
DAACX - Adviser Managed Trust - Diversified Equity Fund 5
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 5
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 5
Bailard, Inc. 5
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 5
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 5
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 5
Edgestream Partners, L.P. 5
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 5
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 5
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 5
AE Wealth Management LLC 5
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 5
Lombard Odier Asset Management (Switzerland) SA 5
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 5
Tri-continental Corp 5
Winton Diversified Opportunities Fund 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
Alpine Global Premier Properties Fund 5
Boston Partners 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
Mml Investors Services, Llc 5
Independent Advisor Alliance 5
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 5
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 5
First Personal Financial Services 5
Stephens Consulting, LLC 5
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 5
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 5
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 5
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 5
Angelo Gordon & Co., L.p. 5
Schechter Investment Advisors, LLC 5
Handelsbanken Fonder AB 5
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 5
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 5
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
Boston Private Wealth Llc 5
Johnson Investment Counsel Inc 5
BerganKDV Wealth Management, LLC 5
Maven Securities LTD 5
Veriti Management LLC 5
Maryland State Retirement & Pension System 5
Hughes Financial Services, LLC 5
Bridgewater Associates, LP 5
Menta Capital Llc 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
Ajo, Lp 5
Caldwell Securities, Inc 5
Danske Bank A/s 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
Klp Kapitalforvaltning As 5
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 5
Koshinski Asset Management, Inc. 4
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 4
DRW Securities, LLC 4
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 4
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
NewEdge Wealth, LLC 4
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
Jericho Capital Asset Management L.P. 4
V-Square Quantitative Management LLC 4
Raymond James Trust N.a. 4
Confluence Investment Management Llc 4
Elkfork Partners LLC 4
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 4
Capital Guardian Trust Co 4
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 4
Koch Industries Inc 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
ADVANCED SERIES TRUST - AST Cohen & Steers Global Realty Portfolio 4
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 4
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 4
Diversified Trust Co 4
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
Oakworth Capital, Inc. 4
Radcliffe Capital Management, L.P. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class 4
Navellier & Associates Inc 4
Amerivest Investment Management LLC 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
Mason Street Advisors, Llc 4
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 4
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 4
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
PCJ Investment Counsel Ltd. 4
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 4
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 4
Riverhead Capital Management Llc 4
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 4
Family Management Corp 4
Agf Investments Inc. 4
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 4
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 4
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 4
GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class 4
GUMAX - GUGGENHEIM FUNDS TRUST - Guggenheim Market Neutral Real Estate Fund Class A 4
Mizuho Securities Usa Llc 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 4
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 4
Royal Fund Management, LLC 4
HAP Trading, LLC 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
Pentwater Capital Management LP 4
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 4
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 4
Credential Qtrade Securities Inc. 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
Rydex Etf Trust 4
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 4
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 4
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 4
Canal Capital Management, LLC 4
Lsv Asset Management 4
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 4
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
Yakira Capital Management, Inc. 4
Crestwood Advisors Group LLC 4
Meritage Portfolio Management 4
Omni Partners Llp 4
Hazelview Securities Inc. 4
Clinton Group Inc 4
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 4
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 4
Vivaldi Capital Management, LLC 4
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 4
Sculptor Capital LP 4
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 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
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 4
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 4
Westside Investment Management, Inc. 4
Global X Management CO LLC 4
First Citizens Bank & Trust Co 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
Caxton Associates Llp 4
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 4
Vident Advisory, LLC 4
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 4
Plante Moran Financial Advisors, LLC 4
Xact Kapitalforvaltning AB 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 4
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 4
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 4
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 4
Polar Asset Management Partners Inc. 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
Frischer Charles L 4
Anchor Investment Management, LLC 4
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 4
Yorktown Management & Research Co Inc 4
Fortitude Family Office, LLC 4
Aristotle Capital Management, LLC 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 4
Mv Capital Management, Inc. 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
Twin Peaks Wealth Advisors, LLC 4
Vanguard Whitehall Funds 4
Princeton Alpha Management LP 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 4
Resona Asset Management Co.,Ltd. 4
Motco 4
Dorsey Wright & Associates 4
Thompson Davis & Co., Inc. 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 4
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 4
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 4
Bank Of Nova Scotia 4
Louisiana State Employees Retirement System 4
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 4
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 4
Teton Westwood Funds 4
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 4
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S 4
Sanders Morris Harris Llc 4
Jaffetilchin Investment Partners, LLC 4
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 4
BNP Paribas Investment Partners S.A. 4
ClariVest Asset Management LLC 4
Wealthspire Advisors, L.P. 4
Nuveen Real Estate Income Fund 4
Cowen Investment Management LLC 4
DLD Asset Management, LP 4
Sachetta, LLC 4
Delaware Management Holdings, Inc. 4
RMR Advisors LLC 4
Enterprise Financial Services Corp 4
Arden Investment Series Trust 4
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 4
Massachusetts Financial Services Co /ma/ 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
Barings Llc 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
Coastal Investment Advisors, Inc. 4
Mangrove Partners 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
Oaktree Capital Management Lp 4
TENOR CAPITAL MANAGEMENT Co., L.P. 4
Joseph P. Lucia & Associates, LLC 4
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 4
Prestige Wealth Management Group LLC 4
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
SAC Capital Advisors LP 4
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 4
University Of Texas/texas Am Investment Managment Co 4
Easterly Investment Partners Llc 4
Perpetual Ltd 4
Treasurer of the State of North Carolina 4
Gyl Financial Synergies, Llc 4
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 4
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A 4
Salomon & Ludwin, LLC 4
Antara Capital LP 4
Atom Investors LP 4
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 4
Chicago Equity Partners Llc 4
Meteora Capital, LLC 4
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 4
FIRAX - FIDELITY SELECT PORTFOLIOS - Fidelity International Real Estate Fund Fidelity Advisor International Real Estate Fund: Class A 4
Asset Dedication, LLC 4
Mizuho Trust & Banking Co., Ltd. 4
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class 4
Waratah Capital Advisors Ltd. 4
Nuveen Multi-Asset Income Fund 4
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class 4
NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A 4
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 4
Zions Bancorporation, N.A. 4
Cantor Fitzgerald, L. P. 4
Mint Tower Capital Management B.V. 4
NGRAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Global Real Estate Fund Class A 4
Townsquare Capital Llc 4
Blueshift Asset Management, LLC 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
City National Bank 4
Exane Derivatives 4
Rational Advisors Llc 4
Universal- Beteiligungs- und Servicegesellschaft mbH 4
NumerixS Investment Technologies Inc 4
Pearl River Capital, LLC 4
BTC Capital Management, Inc. 4
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 4
Cary Street Partner Investment Advisory Llc 4
Wiley Bros.-aintree Capital, Llc 4
RBB FUND, INC. - Adara Smaller Companies Fund 4
Beacon Pointe Advisors, LLC 4
V3 Capital Management, L.P. 4
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF 4
GEM Realty Capital 4
Whitebox Advisors Llc 4
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 4
Private Wealth Asset Management, LLC 4
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 4
Susquehanna Portfolio Strategies, LLC 4
WFG Advisors, LP 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
EntryPoint Capital, LLC 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
Mutual Of America Capital Management Llc 4
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 4
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 4
NN Investment Partners Holdings N.V. 4
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 4
Globeflex Capital L P 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 4
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 4
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
MSBPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS 4
Commerce Bank 4
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 4
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 4
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 4
Colonial Trust Advisors 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 4
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
Societe Generale 4
Leonteq Securities AG 4
Mount Yale Investment Advisors, LLC 4
Nicola Wealth Management Ltd. 4
Tfs Capital Llc 4
Exos Asset Management LLC 4
BlackRock Japan Co. Ltd 4
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 4
Pathstone Holdings, LLC 4
FourThought Financial, LLC 4
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 4
Periscope Capital Inc. 4
Advantage Investment Management, Llc 4
Colony Group, LLC 4
Mckinley Capital Management Llc /delaware 4
Centersquare Investment Management Llc 4
Kennedy Capital Management, Inc. 4
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 4
Financial Counselors Inc 4
Citizens Financial Group Inc/ri 4
Harvest Group Wealth Management, Llc 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 4
Rafferty Asset Management, LLC 4
Systematic Financial Management Lp 4
Owl Creek Asset Management, L.P. 4
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 4
Tradition Wealth Management, LLC 4
Solstein Capital, LLC 4
SECOR Capital Advisors, LP 4
Heritage Wealth Advisors 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 4
Heitman Real Estate Securities Llc 4
Keating Financial Advisory Services, Inc. 4
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 4
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 4
Entropy Technologies, LP 4
Burgundy Asset Management Ltd. 4
CWM Advisors, LLC 4
Financial Advocates Investment Management 4
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 4
HGI Capital Management, LLC 4
Athanor Capital, Lp 4
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 4
Holocene Advisors, LP 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
Td Asset Management Inc 4
Aviva Plc 4
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 4
Bridgefront Capital, LLC 4
Bck Capital Management Lp 4
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 4
Greenland Capital Management LP 4
Trustcore Financial Services, Llc 4
Cipher Capital LP 4
Uniplan Investment Counsel, Inc. 4
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 4
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 4
Claraphi Advisory Network, LLC 4
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 4
Ab Pooling Portfolios 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
Autumn Glory Partners, LLC 4
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 4
Stevens Capital Management Lp 4
Profund Advisors Llc 4
Bulldog Investors, LLP 4
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 4
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 4
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 4
BOK Financial Private Wealth, Inc. 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
Jain Global LLC 4
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A 4
Acap Strategic Fund 4
GPS Wealth Strategies Group, LLC 4
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 4
Levin Capital Strategies, L.p. 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
Greenleaf Trust 4
361 Capital Llc 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
M&g Investment Management Ltd 4
Griffin Institutional Access Real Estate Fund 4
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 4
Key FInancial Inc 4
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A 4
Hemington Wealth Management 4
Hantz Financial Services, Inc. 4
Gf Fund Management Co. Ltd. 4
Senator Investment Group LP 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 4
Glen Harbor Capital Management LLC 4
Level Four Advisory Services, Llc 4
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 4
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 4
Accent Capital Management, LLC 4
Fifth Lane Capital, Lp 4
K2 Principal Fund, L.p. 4
Quinn Opportunity Partners LLC 4
Old Mutual Global Investors (UK) Ltd. 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
Littlejohn & Co Llc 4
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 4
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 4
American Capital Advisory, LLC 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 4
M&G Plc 4
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 4
BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF 4
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 4
Brinker Capital Investments, LLC 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
Diversified Real Asset Income Fund 4
Lombard Odier Asset Management (Europe) Ltd 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
Morgan Stanley Income Securities Inc 4
Allstate Corp 4
Pinz Capital Management, LP 4
P Schoenfeld Asset Management Lp 4
Kingdon Capital Management, L.l.c. 4
Highland Capital Management Lp 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
Fiera Capital Corp 4
Calamos Strategic Total Return Fund 4
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 4
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 4
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 4
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 4
Point72 Asia (Singapore) Pte. Ltd. 4
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 4
Gillson Capital LP 4
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 4
SJS Investment Consulting Inc. 4
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 4
C M Bidwell & Associates Ltd 4
Wealthcare Capital Management Llc 4
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 4
Employees Retirement System of Texas 4
Pinnacle Financial Partners Inc 4
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 4
Itau Unibanco Holding S.A. 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 4
Gulf International Bank (UK) Ltd 4
Earnest Partners Llc 4
Principal Real Estate Income Fund 4
Gts Securities Llc 4
FLDFX - Meeder Funds - BALANCED FUND Retail Class 4
Longfellow Investment Management Co Llc 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 4
Denali Advisors Llc 4
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 4
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A 4
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 4
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 4
Balentine LLC 4
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 4
Hartford Investment Management Co 4
EP Wealth Advisors, Inc. 4
Edge Wealth Management LLC 4
Nwam Llc 4
Csenge Advisory Group 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
MML Series Investment Fund II - MML Blend Fund Initial Class 4
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 4
Quantitative Systematic Strategies LLC 4
Telemus Capital, Llc 4
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 4
Fisher Asset Management, LLC 4
Capstone Asset Management Co 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
Atria Investments Llc 4
CIBC Bancorp USA Inc. 4
Spirit Of America Management Corp/ny 4
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 4
BlackRock Group LTD 4
Capital Investment Advisory Services, LLC 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 4
Vanguard World Fund 4
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 4
Focused Wealth Management, Inc 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
Sigma Planning Corp 4
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
Gyon Technologies Capital Management, LP 4
Lincoln National Corp 4
Westpac Banking Corp 4
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 4
Fidelis Capital Partners, LLC 4
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 4
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF 4
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND 4
Municipal Employees' Retirement System of Michigan 4
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 4
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 4
Gabelli Multimedia Trust Inc. 4
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
Kovack Advisors, Inc. 4
Woodline Partners LP 4
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 4
Nine Chapters Capital Management LLC 4
Root Financial Partners, LLC 4
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 4
Capital Bank & Trust Co 4
People's United Financial, Inc. 4
Cornerstone Capital Management Holdings Llc. 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
PFG Investments, LLC 4
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 4
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 4
Cullen/frost Bankers, Inc. 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Tarbox Family Office, Inc. 4
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 4
MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II 4
Spot Trading L.L.C 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
Montag A & Associates Inc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class 4
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 4
Vanderbilt University 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
Capula Management Ltd 4
Ethic Inc. 4
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund 4
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 4
Abound Wealth Management 4
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 4
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 4
AlphaMark Advisors, LLC 4
First Mercantile Trust Co 4
Tiaa, Fsb 4
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A 4
Guardian Wealth Advisors, LLC 4
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 4
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 4
Checchi Capital Advisers, LLC 4
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 4
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 4
Savant Capital, LLC 4
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 4
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 4
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 4
Red Tortoise LLC 4
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 4
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 4
Center for Financial Planning, Inc. 4
Oppenheimer & Co Inc 4
Chicago Partners Investment Group LLC 4
Pendal Group Ltd 4
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 4
Orinda Asset Management LLC 4
Transce3nd, LLC 4
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
Planned Solutions, Inc. 4
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 4
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 4
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF 4
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 4
Cape Investment Advisory, Inc. 4
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
Santa Monica Partners Lp 4
IFC Holdings Incorporated/FL 4
Buckingham Strategic Wealth, Llc 4
Hohimer Wealth Management, Llc 4
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 4
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 4
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 4
Avenir Corp 4
Clark Capital Management Group, Inc. 4
HighVista Strategies LLC 4
Continuum Advisory, LLC 4
IREAX - IVY FUNDS - Ivy LaSalle Global Real Estate Fund Class A 4
Colony Group Llc 4
Trust Co 4
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
Fir Tree Capital Management Lp 3
King Luther Capital Management Corp 3
Water Island Capital Llc 3
Prescott Group Capital Management, L.l.c. 3
Carlson Capital L P 3
Assured Investment Management LLC 3
Novo Holdings A/S 3
Third Point LLC 3
Armistice Capital, Llc 3
Fortress Investment Group LLC 3
Oppenheimer Funds Inc 3
Caxton Associates Lp 3
Janus Capital Management Llc 3
Bamco Inc /ny/ 3
Europacific Growth Fund 3
Clal Insurance Enterprises Holdings Ltd 3
Wcm Investment Management, Llc 3
Horizon Kinetics LLC 3
Endeavour Capital Advisors Inc 3
MSD Partners, L.P. 3
EdgePoint Investment Group Inc. 3
Brigade Capital Management, Lp 3
Akre Capital Management Llc 3
Lord, Abbett & Co. Llc 3
New World Fund Inc 3
Steelhead Partners Llc 3
LDR Capital Management LLC 3
Jupiter Asset Management Ltd 3
Amica Mutual Insurance Co 3
Cbre Clarion Securities Llc 3
Westfield Capital Management Co Lp 3
Royal London Asset Management Ltd 3
IBM Retirement Fund 3
Covington Capital Management 3
Wilbanks Smith & Thomas Asset Management Llc 3
Chilton Capital Management Llc 3
Great Lakes Advisors, Llc 3
WASHINGTON TRUST Co 3
Baldwin Brothers Inc/ma 3
Bank Of Nova Scotia Trust Co 3
Forward Management, LLC 3
BBVA USA Bancshares, Inc. 3
Roundview Capital LLC 3
Fort Washington Investment Advisors Inc /oh/ 3
Pittenger & Anderson Inc 3
Securian Asset Management, Inc 3
Cooke & Bieler Lp 3
Chesapeake Asset Management Llc 3
RidgeWorth Capital Management LLC 3
Kayne Anderson Capital Advisors Lp 3
Brown Advisory Securities, LLC 3
Robeco Institutional Asset Management B.V. 3
Investors Capital Advisory Services 3
Quantitative Investment Management, LLC 3
Verus Financial Partners, Inc. 3
Smithfield Trust Co 3
Bartlett & Co. LLC 3
Parkwood LLC 3
Stonebridge Capital Advisors LLC 3
Chartwell Investment Partners, Llc 3
Schwartz Investment Counsel Inc 3
Smith Asset Management Group Lp 3
Pictet & Cie (Europe) SA 3
Cadence Capital Management Llc 3
Obermeyer Wood Investment Counsel, Lllp 3
Arrow Investment Advisors, LLC 3
Banque Pictet & Cie Sa 3
Jfs Wealth Advisors, Llc 3
Pictet North America Advisors SA 3
Perigon Wealth Management, LLC 3
Driehaus Capital Management Llc 3
Fuller & Thaler Asset Management, Inc. 3
Moneta Group Investment Advisors Llc 3
Calamos Wealth Management LLC 3
First Foundation Advisors 3
Gould Asset Management Llc /ca/ 3
RMB Capital Management, LLC 3
Advisors Capital Management, LLC 3
Aris Wealth Services, Inc. 3
APG Asset Management US Inc. 3
Shelton Capital Management 3
GSI Capital Advisors LLC 3
Reilly Financial Advisors, Llc 3
State of New Jersey Common Pension Fund E 3
South Dakota Investment Council 3
Gemmer Asset Management LLC 3
Everence Capital Management Inc 3
Karpas Strategies, Llc 3
Rathbone Brothers plc 3
Financial Architects, Inc 3
Teton Advisors, Inc. 3
Cortland Associates Inc/mo 3
Private Bank & Trust Co 3
Investment House Llc 3
Monarch Partners Asset Management LLC 3
Beck Mack & Oliver Llc 3
Texas Yale Capital Corp. 3
SOL Capital Management CO 3
Presima Inc. 3
Essex Financial Services, Inc. 3
Ballentine Partners, LLC 3
Callahan Advisors, LLC 3
First Heartland Consultants, Inc. 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
Americafirst Capital Management, Llc 3
Capital Investment Advisors, LLC 3
Joel Isaacson & Co., LLC 3
Advent Capital Management /de/ 3
Endurance Wealth Management, Inc. 3
Cutler Capital Management, LLC 3
World Asset Management Inc 3
Winslow, Evans & Crocker, Inc. 3
Gateway Investment Advisers Llc 3
Coastline Trust Co 3
Wellington Shields Capital Management, LLC 3
Wellington Shields & Co., LLC 3
Barometer Capital Management Inc. 3
Howe & Rusling Inc 3
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 3
Bridges Investment Management Inc 3
L & S Advisors Inc 3
Vigilant Capital Management, LLC 3
W.G. Shaheen & Associates DBA Whitney & Co 3
Duncker Streett & Co Inc 3
WealthTrust-Arizona, LLC 3
Zurich Insurance Group Ltd/FI 3
QCM Cayman, Ltd. 3
Avalon Advisors, Llc 3
American Trust Investment Advisors, LLC 3
Empyrean Capital Partners, LP 3
Calamos Advisors LLC 3
Mycio Wealth Partners, Llc 3
Kellner Capital, LLC 3
Waldron Private Wealth LLC 3
Commerzbank Aktiengesellschaft /fi 3
Windsor Capital Management, LLC 3
Bray Capital Advisors 3
Intersect Capital LLC 3
State Of Michigan Retirement System 3
Paragon Capital Management Ltd 3
Shinko Asset Management Co., Ltd. 3
Old Point Trust & Financial Services N A 3
Foundry Partners, LLC 3
Tompkins Financial Corp 3
GW&K Investment Management, LLC 3
Cheyne Capital Management (UK) LLP 3
Chevy Chase Trust Holdings, Inc. 3
Barnett & Company, Inc. 3
Brookstone Capital Management 3
Dakota Wealth Management 3
Baystate Wealth Management LLC 3
Beacon Financial Group 3
Park National Corp /oh/ 3
Moody National Bank Trust Division 3
Third Avenue Management Llc 3
Foster & Motley Inc 3
MCF Advisors LLC 3
Ssi Investment Management Llc 3
Bowling Portfolio Management LLC 3
Motley Fool Asset Management LLC 3
Exencial Wealth Advisors, Llc 3
Greenwich Wealth Management LLC 3
Vident Investment Advisory, LLC 3
Amica Retiree Medical Trust 3
Amica Pension Fund Board Of Trustees 3
James Investment Research Inc 3
Searle & Co. 3
Liberty Mutual Group Asset Management Inc. 3
FineMark National Bank & Trust 3
Piermont Capital Management LLC 3
East Coast Asset Management, LLC. 3
Freestone Capital Holdings, LLC 3
Warren Averett Asset Management, LLC 3
Nair Vinay 3
Potomac Capital Management, Inc. 3
Blume Capital Management, Inc. 3
USS Investment Management Ltd 3
Harel Insurance Investments & Financial Services Ltd. 3
Virginia Retirement System 3
Price Michael F 3
Clean Yield Group 3
Atlantic Union Bankshares Corp 3
TRUE Private Wealth Advisors 3
Verde Servicos Internacionais S.A. 3
Renaissance Group Llc 3
Blackstone Group Inc 3
Washington Trust Bank 3
NorthRock Partners, LLC 3
Hancock Whitney Corp 3
Crawford Investment Counsel Inc 3
Scharf Investments, Llc 3
Institute for Wealth Management, LLC. 3
Giverny Capital Inc. 3
Dana Investment Advisors, Inc. 3
First Allied Advisory Services, Inc. 3
Tcw Group Inc 3
Invictus RG 3
Tlp Group Llc 3
Kemnay Advisory Services Inc. 3
Aristotle Capital Boston, LLC 3
Bluefin Trading, LLC 3
Zimmer Partners, LP 3
Virtus Investment Advisers, Inc. 3
New Mexico Educational Retirement Board 3
Dubuque Bank & Trust Co 3
Institutional & Family Asset Management, Llc 3
Deere & Co 3
Clearline Capital LP 3
Fft Wealth Management Llc 3
Banco BTG Pactual S.A. 3
Baird Robert W & Co Inc /wi/ 3
BlueCrest Capital Management LLP 3
Jane Street Holding, LLC 3
Sei Trust Co 3
Cable Hill Partners, LLC 3
Bellwether Investment Group, LLC 3
Wealthcare Advisory Partners LLC 3
Harbour Capital Advisors, LLC 3
Peregrine Capital Management Llc 3
Ibex Wealth Advisors 3
Kepos Capital LP 3
Arthur M. Cohen & Associates, Llc 3
Simon Quick Advisors, Llc 3
Mascoma Wealth Management LLC 3
AGF Investments LLC 3
Stone House Investment Management, LLC 3
First Capital Advisors Group, LLC. 3
Teza Capital Management LLC 3
Banco Santander, S.A. 3
Dai-Ichi Life Insurance Company, Ltd 3
Meadow Creek Investment Management LLC 3
Intellectus Partners, LLC 3
Summit Global Investments 3
IFM Investors Pty Ltd 3
Partners Value Investments LP 3
Wsfs Capital Management, Llc 3
Ursa Fund Management, LLC 3
PenderFund Capital Management Ltd. 3
Achmea Investment Management B.V. 3
Blue Sky Asset Management, LLC 3
Ahrens Investment Partners LLC 3
Lighthouse Investment Partners, LLC 3
Oppenheimer Limited-term Bond Fund 3
Oppenheimer Capital Income Fund 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
Voya Prime Rate Trust 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 3
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
Forum Funds 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 3
Oppenheimer Corporate Bond Fund 3
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 3
FAINX - MSS Series Trust - Fallen Angels Income Fund 3
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 3
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 3
Td Asset Management Usa Funds Inc. 3
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 3
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 3
Virtus Global Dividend & Income Fund Inc. 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 3
Oppenheimer Integrity Funds 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
Ironbridge Funds, Inc. 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
Gdl Fund 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
IRFAX - Cohen & Steers International Realty Fund, Inc. - Cohen & Steers International Realty Fund, Inc. Class A 3
Cohen & Steers Infrastructure Fund Inc 3
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
Cohen & Steers Reit & Preferred Income Fund Inc 3
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
John Hancock Financial Opportunities Fund 3
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 3
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 3
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
Transamerica Partners Portfolios 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
Transamerica Partners Funds Group Ii 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 3
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
Royce Micro-cap Trust, Inc /md/ 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 3
WIREX - PFS FUNDS - Wireless Fund 3
Advantage Advisers Xanthus Fund, L.l.c. 3
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 3
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 3
Voss Capital, LLC 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
Delaware Investments Dividend & Income Fund, Inc 3
Cca Investments Trust 3
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 3
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 3
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 3
Sentinel Variable Products Trust 3
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 3
GOODX - GoodHaven Funds Trust - GoodHaven Fund 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
Sentinel Group Funds Inc 3
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 3
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 3
Global Opportunities Portfolio - Global Opportunities Portfolio 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 3
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 3
Oppenheimer Global Real Estate Fund 3
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 3
Elevation Etf Trust 3
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 3
Franklin Templeton International Trust 3
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A 3
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 3
Wells Fargo Global Dividend Opportunity Fund 3
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 3
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
Bancroft Fund Ltd 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
Oppenheimer Global Strategic Income Fund 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 3
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 3
Winton Series Trust 3
Bedel Financial Consulting, Inc. 3
CenterStar Asset Management, LLC 3
Squar Milner Financial Services Llc 3
Tibra Equities Europe Ltd 3
Crewe Advisors LLC 3
Taylor Hoffman Wealth Management 3
Partners Capital Investment Group, Llp 3
Truewealth Llc 3
Red Cedar Capital, LLC 3
Nissay Asset Management Corp /japan/ /adv 3
Sb Investment Advisers (uk) Ltd 3
Lake Street Advisors Group, Llc 3
Brasada Capital Management, Lp 3
Prime Capital Investment Advisors, LLC 3
Wagner Wealth Management, Llc 3
Paulson Wealth Management Inc. 3
Centerpoint Advisors, LLC 3
Nvwm, Llc 3
McIlrath & Eck, LLC 3
Castleview Partners, Llc 3
Altshuler Shaham Ltd 3
Cvi Holdings, Llc 3
Rvb Capital Management Llc 3
Redpoint Investment Management Pty Ltd 3
Pflug Koory, LLC 3
Worldquant Millennium Advisors Llc 3
Hill Winds Capital LP 3
Delta Investment Management, LLC 3
Nachman Norwood & Parrott, Inc 3
Allred Capital Management, LLC 3
Vision Capital Corp 3
Costello Asset Management, INC 3
FinTrust Capital Advisors, LLC 3
Next Capital Management LLC 3
Apollon Wealth Management, LLC 3
Islet Management, LP 3
Weld Capital Management Llc 3
Global Wealth Management Investment Advisory, Inc. 3
Howard Financial Services, Ltd. 3
Wealthfront Advisers Llc 3
Qtron Investments LLC 3
Western Wealth Management, LLC 3
Manchester Financial Inc 3
Kcl Capital, L.p. 3
Occidental Asset Management, LLC 3
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 3
Comerica Securities,inc. 3
Next Financial Holdings 3
WealthStone, Inc. 3
Horizon Kinetics Asset Management Llc 3
Jump Trading, Llc 3
Campbell Multi-strategy Trust 3
American Fidelity Dual Strategy Fund Inc 3
Ramius Advisors Llc 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) 3
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 3
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
NOBOX - Northern Funds - Northern Bond Index Fund 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H 3
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
Advanced Series Trust - Ast Small-cap Value Portfolio 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F 3
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 3
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 3
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 3
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 3
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 3
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 3
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity 3
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 3
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 3
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 3
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 3
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 3
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class 3
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 3
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 3
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 3
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 3
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV 3
MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 3
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 3
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 3
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 3
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 3
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 3
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 3
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 3
ACSKX - American Century Investment Trust - Short Duration Fund C Class 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 3
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 3
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 3
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 3
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 3
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 3
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 3
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 3
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 3
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 3
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 3
Profunds - Profund Vp Financials 3
Profunds - Profund Vp Real Estate 3
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 3
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 3
PXRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps International Real Estate Securities Fund Class A 3
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares 3
OHIO NATIONAL FUND INC - ON International Equity Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 3
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 3
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 3
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 3
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 3
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 3
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 3
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A 3
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares 3
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 3
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund 3
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 3
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 3
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 3
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class 3
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 3
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 3
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class 3
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 3
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A 3
DGRPX - DELAWARE GROUP ADVISER FUNDS - Delaware Global Real Estate Opportunities Fund Class A 3
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 3
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 3
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio 3
FFERX - FIDELITY SELECT PORTFOLIOS - Fidelity Flex Real Estate Fund 3
ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I 3
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 3
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 3
Thrivent Core Funds - Thrivent Core International Equity Fund 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 3
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 3
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
IYF - iSHARES TRUST - iShares U.S. Financials ETF 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 3
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 3
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 3
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 3
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 3
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 3
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 3
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 3
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 3
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 3
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 3
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 3
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 3
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 3
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 3
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 3
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 3
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 3
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 3
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 3
AREX Capital Management, LP 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 3
AlphaCore Capital LLC 3
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 3
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 3
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 3
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 3
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 3
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 3
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 3
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 3
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 3
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 3
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
Tsfg, Llc 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 3
CLARX - Voya EQUITY TRUST - Voya Real Estate Fund Class A 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 3
VCIEX - VALIC Co I - International Equities Index Fund 3
VCINX - VALIC Co I - International Growth Fund 3
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 3
UYG - PROSHARES TRUST - ProShares Ultra Financials 3
URE - PROSHARES TRUST - ProShares Ultra Real Estate 3
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
KBWY - Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
Sugarloaf Wealth Management, LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 3
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
Samalin Investment Counsel, LLC 3
Venture Visionary Partners LLC 3
Illinois Municipal Retirement Fund 3
PIMCO Energy & Tactical Credit Opportunities Fund 3
Principal Diversified Select Real Asset Fund 3
Firestone Capital Management 3
Marks Group Wealth Management, Inc 3
Keebeck Alpha, LP 3
Madison Asset Management, LLC 3
Americana Partners, LLC 3
Carolinas Wealth Consulting Llc 3
Arkadios Wealth Advisors 3
Twinbeech Capital Lp 3
Wealth Quarterback LLC 3
CVA Family Office, LLC 3
FSA Wealth Management LLC 3
Verus Capital Partners, Llc 3
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 3
BI Asset Management Fondsmaeglerselskab A/S 3
HighMark Wealth Management LLC 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
Daiwa Capital Markets America Inc. 3
Northern Trust Co Of Connecticut 3
Bank Julius Baer & Co. Ltd, Zurich 3
Jackson Square Capital, Llc 3
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 3
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 3
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 3
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 3
ARSFX - Investment Managers Series Trust - Aristotle International Equity Fund Class I 3
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares 3
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C 3
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 3
NETL - ETF Series Solutions - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 3
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 3
RBB FUND, INC. - Aquarius International Fund 3
WFA of San Diego, LLC 3
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
First Horizon Corp 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
TFC Financial Management 3
Ten Capital Wealth Advisors, LLC 3
Paces Ferry Wealth Advisors, Llc 3
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
Johnson Midwest Financial, LLC 3
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 3
Mizuho Markets Americas Llc 3
Aaron Wealth Advisors LLC 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Cannon Global Investment Management, LLC 3
Opal Wealth Advisors, LLC 3
Allegheny Financial Group LTD 3
Vantage Consulting Group Inc 3
TCG Advisory Services, LLC 3
Charter Oak Capital Management, LLC 3
Occudo Quantitative Strategies Lp 3
Freedman Financial Associates, Inc. 3
Coppell Advisory Solutions LLC 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 3
Shay Capital LLC 3
REIT - ALPS ETF Trust - ALPS Active REIT ETF 3
Better Money Decisions, LLC 3
AXS Investments LLC 3
Nfj Investment Group, Llc 3
Regency Capital Management Inc.\DE 3
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 3
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 3
Conversant Capital LLC 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
Activest Wealth Management 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 3
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF 3
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 3
Herold Advisors, Inc. 3
BlackRock ESG Capital Allocation Trust 3
Thirdline Real Estate Income Fund 3
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
Oak Thistle LLC 3
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 3
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF 3
Widmann Financial Services, Inc. 3
Maryland Capital Advisors Inc. 3
Missouri Trust & Investment Co 3
Steward Financial Group LLC 3
Cross Staff Investments Inc 3
Washington Trust Advisors, Inc. 3
CenterBook Partners LP 3
Sagefield Capital LP 3
Aquatic Capital Management LLC 3
Zullo Investment Group, Inc. 3
Raleigh Capital Management Inc. 3
AlphaCentric Advisors LLC 3
Meixler Investment Management, Ltd. 3
Householder Group Estate & Retirement Specialist, LLC 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
Tcwp Llc 3
Atria Wealth Solutions, Inc. 3
Beacon Capital Management, LLC 3
Angeles Wealth Management, Llc 3
Baader Bank INC 3
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 3
CGRRX - Calvert Management Series - Calvert Global Real Estate Fund Class R6 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
Romano Brothers And Company 3
Mesirow Institutional Investment Management, Inc. 3
Exos TFP Holdings LLC 3
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 3
VitalStone Financial, LLC 3
Mendota Financial Group, LLC 3
New England Capital Financial Advisors LLC 3
Bleakley Financial Group, LLC 3
Alliance Wealth Advisors, LLC /UT 3
Oversea-Chinese Banking CORP Ltd 3
Headlands Technologies LLC 3
Mill Creek Capital Advisors, LLC 3
SageView Advisory Group, LLC 3
Callan Family Office, LLC 3
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 3
Pine Valley Investments Ltd Liability Co 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
Atomi Financial Group, Inc. 3
Annis Gardner Whiting Capital Advisors, LLC 3
Financiere des Professionnels - Fonds d,investissement inc. 3
Qrg Capital Management, Inc. 3
Bruce G. Allen Investments, LLC 3
Tritonpoint Wealth, Llc 3
Bare Financial Services, Inc 3
Northwest Financial Advisors 3
Frazier Financial Advisors, LLC 3
ClearAlpha Technologies LP 3
Plato Investment Management Ltd 3
New Age Alpha Advisors, LLC 3
Bartlett & Co. Wealth Management Llc 3
Modern Wealth Management, LLC 3
Main Street Group, LTD 3
Sivia Capital Partners, LLC 3
waypoint wealth counsel 3
Kapitalo Investimentos Ltda 3
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 3
Triad Wealth Partners, LLC 3
Central Pacific Bank - Trust Division 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
Point72 (DIFC) Ltd 3
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 3
Glen Eagle Advisors, LLC 3
Cromwell Holdings LLC 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
Sanctuary Advisors, LLC 3
Carnegie Lake Advisors LLC 3
Catalyst Funds Management Pty Ltd 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
Avanza Fonder AB 3
SBI Securities Co., Ltd. 3
Sage Investment Counsel LLC 3
Rialto Wealth Management, LLC 3
Rossby Financial, LCC 3
Peak6 Llc 3
Landmark Investment Partners, L.p. 3
Ameriflex Group, Inc. 3
USAF - 2023 ETF Series Trust - Atlas America Fund 3
Lansforsakringar Fondforvaltning AB (publ) 3
North Capital, Inc. 3
Zions Bancorporation, National Association /ut/ 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
Glenmede Investment Management, LP 3
Provenance Wealth Advisors, LLC 3
Caldwell Trust Co 3
Swiss Life Asset Management Ltd 3
Cornerstone Financial Management LLC 3
SHP Wealth Management 3