Water Supply - Largest Owners in this Industry

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

Investor Number of Known Investments
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 34
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 24
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 24
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 23
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 23
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 22
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 22
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 21
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 21
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 20
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 20
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 20
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 19
Proequities, Inc. 19
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 18
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 18
BlackRock, Inc. 18
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 18
State Street Corp 17
Vanguard Group Inc 17
Royal Bank Of Canada 17
Invesco Ltd. 17
Bank Of America Corp /de/ 17
Wells Fargo & Company/mn 17
Jpmorgan Chase & Co 17
Jane Street Group, Llc 17
Morgan Stanley 17
UBS Group AG 17
Simplex Trading, Llc 17
Deutsche Bank Ag\ 16
Pnc Financial Services Group, Inc. 16
Bank of New York Mellon Corp 16
Barclays Plc 16
Nuveen Asset Management, LLC 16
Parametric Portfolio Associates Llc 16
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 16
Northern Trust Corp 16
Citigroup Inc 16
California Public Employees Retirement System 16
Geode Capital Management, Llc 16
Bank Of Montreal /can/ 16
Renaissance Technologies Llc 16
Susquehanna International Group, Llp 16
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 16
Dimensional Fund Advisors Lp 16
Charles Schwab Investment Management Inc 16
Fmr Llc 16
Vanguard Capital Management Llc 16
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 16
Manufacturers Life Insurance Company, The 15
Bnp Paribas Arbitrage, Sa 15
BlackRock Advisors LLC 15
New York State Common Retirement Fund 15
Great West Life Assurance Co /can/ 15
Janney Montgomery Scott LLC 15
Tower Research Capital LLC (TRC) 15
Citadel Advisors Llc 15
Legal & General Group Plc 15
American International Group, Inc. 15
SG Americas Securities, LLC 15
Parallax Volatility Advisers, L.P. 15
IFP Advisors, Inc 15
MetLife Investment Management, LLC 15
Credit Suisse Ag/ 15
Goldman Sachs Group Inc 15
California State Teachers Retirement System 15
Ubs Asset Management Americas Inc 15
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 15
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 15
Aqr Capital Management Llc 15
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 15
Bessemer Group Inc 15
Two Sigma Advisers, Lp 14
Teachers Advisors, Llc 14
Northwestern Mutual Wealth Management Co 14
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 14
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 14
Captrust Financial Advisors 14
Marshall Wace, Llp 14
Manchester Capital Management LLC 14
Ladenburg Thalmann Financial Services Inc 14
Victory Capital Management Inc 14
Arrowstreet Capital, Limited Partnership 14
Metropolitan Life Insurance Co/ny 14
D. E. Shaw & Co., Inc. 14
Parallel Advisors, LLC 14
Martingale Asset Management L P 14
SRS Capital Advisors, Inc. 14
Raymond James Financial Inc 14
Gsa Capital Partners Llp 14
Panagora Asset Management Inc 14
First Manhattan Co 14
Advisor Group Holdings, Inc. 14
GAMMA Investing LLC 14
Russell Investments Group, Ltd. 14
Allworth Financial LP 14
Norges Bank 14
BlackRock Fund Advisors 14
Franklin Resources Inc 14
Advisor Group, Inc. 14
BlackRock Investment Management, LLC 14
State Board Of Administration Of Florida Retirement System 14
Prudential Financial Inc 14
Alliancebernstein L.p. 14
Rhumbline Advisers 14
BlackRock Institutional Trust Company, N.A. 14
Hsbc Holdings Plc 14
Raymond James & Associates 14
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 14
Trexquant Investment LP 14
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 14
Advisory Services Network, LLC 14
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14
Ameriprise Financial Inc 14
Acadian Asset Management Llc 14
Squarepoint Ops LLC 14
Cubist Systematic Strategies, LLC 14
Price T Rowe Associates Inc /md/ 14
EverSource Wealth Advisors, LLC 14
Zurcher Kantonalbank (Zurich Cantonalbank) 14
ProShare Advisors LLC 14
Nisa Investment Advisors, Llc 14
KBC Group NV 14
Millennium Management Llc 14
Tiaa Cref Investment Management Llc 14
Hrt Financial Lp 13
State Of Wisconsin Investment Board 13
IWV - iSHARES TRUST - iShares Russell 3000 ETF 13
Quadrature Capital Ltd 13
Cwm, Llc 13
Quadrant Capital Group Llc 13
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 13
Strs Ohio 13
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 13
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 13
Huntington National Bank 13
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 13
Allspring Global Investments Holdings, LLC 13
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 13
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 13
Virtu Financial LLC 13
Los Angeles Capital Management Llc 13
Gabelli Funds Llc 13
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 13
Jump Financial, LLC 13
Smartleaf Asset Management LLC 13
Farther Finance Advisors, LLC 13
PEAK6 Investments, L.P. 13
Vanguard Portfolio Management Llc 13
Proficio Capital Partners LLC 13
Piedmont Investment Advisors Llc 13
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 13
Vanguard Fiduciary Trust Co 13
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 13
Qube Research & Technologies Ltd 13
Nationwide Fund Advisors 13
Water Asset Management LLC 13
Principal Financial Group Inc 13
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 13
Ellevest, Inc. 13
Thrivent Financial For Lutherans 13
Engineers Gate Manager LP 13
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 13
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13
Russell Frank Co/ 13
Federated Hermes, Inc. 13
Emerald Acquisition Ltd. 13
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 13
XTX Topco Ltd 13
WFG Advisors, LP 13
MAI Capital Management 13
Creative Planning 13
Rockefeller Capital Management L.P. 13
SBI Securities Co., Ltd. 13
Group One Trading, L.p. 13
Cutler Group LP 13
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 13
First Trust Advisors Lp 13
Ameritas Investment Partners, Inc. 13
Lazard Asset Management Llc 13
Amalgamated Bank 13
Meeder Asset Management Inc 13
ELCO Management Co., LLC 13
Us Bancorp \de\ 13
Ubs Ag 13
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 12
Paloma Partners Management Co 12
Voya Investment Management Llc 12
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 12
North Star Investment Management Corp. 12
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 12
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 12
Jones Financial Companies Lllp 12
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 12
LPL Financial LLC 12
CWM Advisors, LLC 12
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 12
Aquatic Capital Management LLC 12
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 12
Covestor Ltd 12
Commonwealth Equity Services, Llc 12
Cornerstone Planning Group LLC 12
Point72 Hong Kong Ltd 12
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 12
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 12
PDT Partners, LLC 12
Campbell & CO Investment Adviser LLC 12
Stifel Financial Corp 12
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 12
Dynamic Technology Lab Private Ltd 12
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 12
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 12
Sei Investments Co 12
Wolverine Trading, Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 12
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 12
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 12
HighTower Advisors, LLC 12
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 12
Vanguard Global Advisers, LLC 12
Sterling Capital Management LLC 12
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 12
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 12
Signaturefd, Llc 12
Cullen Capital Management, LLC 12
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12
Two Sigma Investments, Lp 12
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 12
Clear Harbor Asset Management, LLC 12
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 12
American Century Companies Inc 12
Guggenheim Capital Llc 12
Parkside Financial Bank & Trust 12
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 12
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 12
Kcg Holdings, Inc. 12
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 12
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 12
Bbr Partners, Llc 11
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 11
Skopos Labs, Inc. 11
Point72 Asset Management, L.P. 11
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 11
Municipal Employees' Retirement System of Michigan 11
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 11
Sofos Investments, Inc. 11
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 11
Prelude Capital Management, Llc 11
Atria Investments Llc 11
PEAK6 Investments LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 11
Coldstream Capital Management Inc 11
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 11
Mariner, LLC 11
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 11
NSIDX - Northern Funds - Northern Small Cap Index Fund 11
AdvisorNet Financial, Inc 11
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 11
Gabelli Utility Trust 11
Commonwealth Equity Services, Inc 11
Verition Fund Management LLC 11
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 11
Jefferies Group LLC 11
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
Janney Capital Management LLC 11
Ergoteles LLC 11
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 11
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 11
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 11
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 11
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 11
Lindbrook Capital, Llc 11
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 11
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 11
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 11
Versant Capital Management, Inc 11
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 11
Perigon Wealth Management, LLC 11
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 11
D.a. Davidson & Co. 11
Atom Investors LP 11
NEXT Financial Group, Inc 11
Essential Partners LLC 11
Steward Partners Investment Advisory, Llc 11
ExodusPoint Capital Management, LP 11
Police & Firemen's Retirement System of New Jersey 11
Profunds - Profund Vp Small-cap 11
Envestnet Asset Management Inc 11
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 11
Amalgamated Financial Corp. 11
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 11
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 11
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 11
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 11
Fifth Third Bancorp 11
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 11
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 11
Glenmede Trust Co Na 11
Corebridge Financial, Inc. 11
Pinnacle Wealth Planning Services, Inc. 11
MetLife Securities, Inc 11
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11
True Wealth Design, LLC 11
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 11
Walleye Trading LLC 11
Tudor Investment Corp Et Al 11
Aperio Group, LLC 11
Caitong International Asset Management Co., Ltd 11
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 11
Man Group plc 11
Sunbelt Securities, Inc. 11
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 11
Nuveen, LLC 11
Rothschild Investment Llc 11
Private Advisor Group, LLC 11
Occudo Quantitative Strategies Lp 11
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 11
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11
Ronald Blue Trust, Inc. 11
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 11
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 11
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 11
Gitterman Wealth Management, LLC 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
Tortoise Index Solutions, LLC 11
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 11
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 11
IWM - iSHARES TRUST - iShares Russell 2000 ETF 11
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 11
Berman Capital Advisors, LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11
Teton Advisors, Inc. 11
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 11
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 11
Walleye Capital LLC 11
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 11
Harbour Investments, Inc. 11
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 11
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 11
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
PENN SERIES FUNDS INC - Small Cap Index Fund 11
Creative Financial Designs Inc /adv 11
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 11
Profunds - Profund Vp Ultrasmall-cap 11
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 11
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 11
SJS Investment Consulting Inc. 10
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 10
GWM Advisors LLC 10
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 10
Raymond James Financial Services Advisors, Inc. 10
Umb Bank N A/mo 10
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 10
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 10
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 10
Hartland & Co., LLC 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
Kennedy Capital Management, Inc. 10
CIBC Private Wealth Group, LLC 10
VCSLX - VALIC Co I - Small Cap Index Fund 10
Ground Swell Capital, LLC 10
Calvert Investment Management, Inc. 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 10
State of Alaska, Department of Revenue 10
Marshall Wace North America L.P. 10
RidgeWorth Capital Management LLC 10
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 10
QS Investors, LLC 10
Menta Capital Llc 10
Cetera Investment Advisers 10
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 10
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 10
Hughes Financial Services, LLC 10
SLPIX - Profunds - Small-cap Profund Investor Class 10
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 10
Rehmann Capital Advisory Group 10
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 10
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 10
Assenagon Asset Management S.A. 10
Sowell Financial Services LLC 10
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
Jfs Wealth Advisors, Llc 10
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 10
Capstone Investment Advisors, Llc 10
Exchange Traded Concepts, Llc 10
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 10
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 10
Usca Ria Llc 10
AQWA - Global X Funds - Global X Clean Water ETF 10
Numeric Investors Llc 10
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 10
Intech Investment Management Llc 10
Zacks Investment Management 10
Kestra Advisory Services, LLC 10
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10
Geneos Wealth Management Inc. 10
Mirabella Financial Services Llp 10
Brown Brothers Harriman & Co 10
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 10
Janus Henderson Group Plc 10
A.R.T. Advisors, LLC 10
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 10
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 10
Comerica Bank 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 10
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 10
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 10
Swiss National Bank 10
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 10
Quantamental Technologies LLC 10
Allianz Asset Management GmbH 10
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 10
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 10
Cambridge Investment Research Advisors, Inc. 10
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 10
Ancora Advisors, LLC 10
Whittier Trust Co 10
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10
Global Retirement Partners, LLC 10
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 10
Capital Performance Advisors Llp 10
Cutter & CO Brokerage, Inc. 10
Acrospire Investment Management LLC 10
Quantbot Technologies LP 10
Assetmark, Inc 10
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 10
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 10
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 10
Wellington Management Group Llp 10
Glassman Wealth Services 10
Advanced Series Trust - Ast Small-cap Growth Portfolio 10
Teacher Retirement System Of Texas 10
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 10
Fortitude Family Office, LLC 10
American Portfolios Advisors 10
CenterBook Partners LP 10
CI Private Wealth, LLC 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 10
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 10
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 10
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 10
Kepos Capital LP 10
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 10
Alberta Investment Management Corp 10
Macquarie Group Ltd 10
Point72 (DIFC) Ltd 10
Oxford Asset Management Llp 10
Ethic Inc. 10
Tortoise Capital Advisors, L.l.c. 10
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 10
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 9
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 9
Meridian Wealth Partners, LLC 9
Mercer Global Advisors Inc /adv 9
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 9
Point72 Asia (Singapore) Pte. Ltd. 9
Amundi 9
Y-Intercept (Hong Kong) Ltd 9
Graham Capital Management, L.P. 9
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 9
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 9
Sanctuary Wealth Advisors, LLC 9
Gamco Investors, Inc. Et Al 9
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 9
State of New Jersey Common Pension Fund D 9
Susquehanna Fundamental Investments, Llc 9
RSSL - Global X Funds - Global X Russell 2000 ETF 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 9
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 9
Connor, Clark & Lunn Investment Management Ltd. 9
Stratos Wealth Partners, LTD. 9
Public Employees Retirement Association Of Colorado 9
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 9
EntryPoint Capital, LLC 9
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 9
Van Eck Associates Corp 9
Transamerica Financial Advisors, Inc. 9
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 9
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 9
CENTRAL TRUST Co 9
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 9
Principal Securities, Inc. 9
Winton Capital Group Ltd 9
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 9
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 9
M&t Bank Corp 9
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 9
Summit Global Investments 9
Advisors Asset Management, Inc. 9
GAM Holding AG 9
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 9
BlackRock Group LTD 9
Chicago Equity Partners Llc 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 9
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 9
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 9
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 9
Eaton Vance Management 9
Pictet Asset Management Sa 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 9
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
Karp Capital Management Corp 9
Mackay Shields Llc 9
Guggenheim Active Allocation Fund 9
Alpine Global Management, LLC 9
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 9
Baird Financial Group, Inc. 9
Quantinno Capital Management LP 9
Nuance Investments, Llc 9
Bare Financial Services, Inc 9
Centiva Capital, LP 9
Toronto Dominion Bank 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF 9
Fieldpoint Private Securities, LLC 9
Financial Gravity Companies, Inc. 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 9
Bridgeway Capital Management Inc 9
Quarry LP 9
O'shaughnessy Asset Management, Llc 9
First Quadrant L P/ca 9
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 9
First Horizon Advisors, Inc. 9
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 9
Pictet Asset Management Holding SA 9
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 9
DekaBank Deutsche Girozentrale 9
Flagship Harbor Advisors, Llc 9
Cerity Partners LLC 9
NSGRX - Northern Funds - Northern Small Cap Core Fund 9
Balyasny Asset Management Llc 9
National Planning Corp 9
Schonfeld Strategic Advisors LLC 9
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 9
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 9
Larson Financial Group LLC 9
Wealthspire Advisors, LLC 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 9
Credit Agricole S A 9
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 9
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 9
Capital Advisors, Ltd. LLC 9
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 9
Ballentine Partners, LLC 9
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 8
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 8
EAM Investors, LLC 8
New York State Teachers Retirement System 8
FineMark National Bank & Trust 8
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 8
Tokio Marine Asset Management Co Ltd 8
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 8
Independent Advisor Alliance 8
Handelsbanken Fonder AB 8
Bell Investment Advisors, Inc 8
Algert Global Llc 8
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 8
Benjamin F. Edwards & Company, Inc. 8
Inceptionr Llc 8
Costello Asset Management, INC 8
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
Forward Management, LLC 8
Ieq Capital, Llc 8
Enterprise Financial Services Corp 8
Eqis Capital Management, Inc. 8
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 8
State of Tennessee, Treasury Department 8
Storebrand Asset Management As 8
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 8
Cetera Advisor Networks LLC 8
Principal Funds Inc 8
Cornerstone Capital Management Holdings Llc. 8
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 8
Private Capital Group, LLC 8
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 8
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 8
Vanguard Index Funds 8
ClariVest Asset Management LLC 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 8
Private Wealth Management Group, LLC 8
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 8
Mirae Asset Global Investments Co., Ltd. 8
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 8
Schroder Investment Management Group 8
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 8
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 8
MUFG Americas Holdings Corp 8
IWC - iSHARES TRUST - iShares Micro-Cap ETF 8
Massmutual Trust Co Fsb/adv 8
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 8
Tfs Capital Llc 8
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 8
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
Wealth Enhancement Advisory Services, Llc 8
Federation des caisses Desjardins du Quebec 8
Western Wealth Management, LLC 8
Summit Global Management, Inc. 8
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 8
Royce & Associates Lp 8
TCI Wealth Advisors, Inc. 8
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 8
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 8
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 8
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 8
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 8
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 8
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 8
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 8
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 8
Tfo-tdc, Llc 8
Reilly Financial Advisors, Llc 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
Gabelli Global Utility & Income Trust 8
Carroll Financial Associates, Inc. 8
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 8
National Asset Management, Inc. 8
Wipfli Financial Advisors Llc, 8
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 8
Seacrest Wealth Management, Llc 8
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 8
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 8
Yousif Capital Management, Llc 8
First Republic Investment Management, Inc. 8
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 8
Avion Wealth 8
EBI - RBB Fund Trust - Longview Advantage ETF 8
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 8
Gradient Investments LLC 8
Deprince Race & Zollo Inc 8
NOSGX - Northern Funds - Northern Small Cap Value Fund 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 8
Canada Pension Plan Investment Board 8
Versor Investments LP 8
DiNuzzo Private Wealth, Inc. 8
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 8
BlueCrest Capital Management Ltd 8
Truist Financial Corp 8
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 8
Evercore Wealth Management, LLC 8
Oppenheimer & Co Inc 8
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 8
Belpointe Asset Management LLC 8
Harbor Investment Advisory, Llc 8
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 8
Amundi Pioneer Asset Management Inc 8
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 8
Hantz Financial Services, Inc. 8
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 8
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 8
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 8
Old Mission Capital Llc 8
Td Private Client Wealth Llc 8
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 8
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 8
New Age Alpha Advisors, LLC 8
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares 8
National Bank Of Canada /fi/ 8
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 8
Public Employees Retirement System Of Ohio 8
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 8
Nomura Asset Management Co Ltd 8
Catalyst Funds Management Pty Ltd 7
Mutual Of America Capital Management Llc 7
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 7
Westside Investment Management, Inc. 7
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 7
Maryland State Retirement & Pension System 7
West Tower Group, LLC 7
Lido Advisors, LLC 7
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 7
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 7
Atlantic Trust, LLC 7
NOBOX - Northern Funds - Northern Bond Index Fund 7
Tcwp Llc 7
Wealth Preservation Advisors, LLC 7
Arizona State Retirement System 7
Td Asset Management Inc 7
nVerses Capital, LLC 7
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
Coppell Advisory Solutions LLC 7
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 7
Orion Portfolio Solutions, LLC 7
Krane Funds Advisors LLC 7
Baker Avenue Asset Management, LP 7
Commonwealth Bank Of Australia 7
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 7
Crossmark Global Holdings, Inc. 7
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 7
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 7
Klp Kapitalforvaltning As 7
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 7
FORA Capital, LLC 7
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 7
Howe & Rusling Inc 7
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 7
Universal- Beteiligungs- und Servicegesellschaft mbH 7
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 7
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 7
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 7
Johnson Financial Group, Inc. 7
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 7
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 7
Mackenzie Financial Corp 7
PharVision Advisers, LLC 7
Catalyst Capital Advisors LLC 7
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 7
We Are One Seven, LLC 7
Brookstone Capital Management 7
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 7
Brandywine Global Investment Management, LLC 7
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 7
VDAFX - VALIC Co I - Dynamic Allocation Fund 7
Humankind Benefit Corp - Humankind US Stock ETF 7
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 7
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 7
Two Sigma Securities, Llc 7
Clean Yield Group 7
Dark Forest Capital Management Lp 7
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 7
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 7
Bokf, Na 7
Jacobs Levy Equity Management, Inc 7
GPS Wealth Strategies Group, LLC 7
Quantitative Systematic Strategies LLC 7
T. Rowe Price Investment Management, Inc. 7
Axa S.a. 7
Money Concepts Capital Corp 7
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 7
New England Securities Corp /MA/ 7
LGT Financial Advisors LLC 7
Cornerstone Advisors, Inc. 7
Harbor Capital Advisors, Inc. 7
Vontobel Holding Ltd. 7
Nomura Holdings Inc 7
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 7
Asset Management One Co., Ltd. 7
Nine Chapters Capital Management LLC 7
Weiss Asset Management LP 7
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 7
TD Waterhouse Canada Inc. 7
Gotham Asset Management, LLC 7
Duff & Phelps Investment Management Co 7
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 7
International Assets Investment Management, Llc 7
Thompson Davis & Co., Inc. 7
Neuberger Berman Group LLC 7
Zimmer Partners, LP 7
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 7
Forsta Ap-fonden 7
First Pacific Financial 7
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 7
State Farm Variable Product Trust 7
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 7
State Farm Mutual Fund Trust 7
Grantham, Mayo, Van Otterloo & Co. LLC 7
Centaurus Financial, Inc. 7
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7
Vident Investment Advisory, LLC 7
UMA Financial Services, Inc. 7
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 7
Schubert & Co 7
R Squared Ltd 7
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 7
Cornerstone Wealth Management, LLC 7
NewSquare Capital LLC 7
Toroso Investments, LLC 7
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 7
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 7
SageView Advisory Group, LLC 7
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 7
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 7
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 7
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 7
Twin Peaks Wealth Advisors, LLC 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
Glen Eagle Advisors, LLC 7
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 7
Voloridge Investment Management, Llc 7
Brevan Howard Capital Management LP 7
CoreCommodity Management, LLC 7
Sonora Investment Management, LLC 7
Northwest Investment Counselors, Llc 7
Dupont Capital Management Corp 7
Arrow Financial Corp 7
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 7
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 7
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 7
AMP Capital Investors Ltd 7
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 7
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 7
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 7
UniSuper Management Pty Ltd 7
Optiver Holding B.V. 7
Millburn Ridgefield Corp 7
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 7
Aster Capital Management (DIFC) Ltd 7
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 7
Rational Advisors Llc 7
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 7
Daiwa Securities Group Inc. 7
Danske Bank A/s 7
Farmers & Merchants Investments Inc 7
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 7
Principal Diversified Select Real Asset Fund 7
IndexIQ Advisors LLC 7
Boothbay Fund Management, Llc 7
Point72 Middle East FZE 7
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 7
Wedge Capital Management L L P/nc 7
Hillsdale Investment Management Inc. 7
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF 7
Financial Architects, Inc 7
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 7
Quest Partners LLC 7
Guardian Wealth Advisors, LLC 7
Clear Street Markets Llc 7
College Retirement Equities Fund 7
Tiaa-cref Funds 7
Cornercap Investment Counsel Inc 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 7
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 7
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 7
Leonteq Securities AG 7
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF 7
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 7
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 7
BNP Paribas Asset Management Holding S.A. 7
AE Wealth Management LLC 7
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 7
Spire Wealth Management 7
CoreCap Advisors, LLC 7
IFM Investors Pty Ltd 7
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 7
IRUNX - IVY FUNDS - Ivy ProShares Russell 2000 Dividend Growers Index Fund Class N 7
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 7
Skandinaviska Enskilda Banken AB (publ) 7
Oppenheimer Etf Trust 6
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 6
Tortoise Investment Management, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 6
Sound Income Strategies, LLC 6
FinTrust Capital Advisors, LLC 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
Alphacrest Capital Management Llc 6
Newbridge Financial Services Group, Inc. 6
Ing Groep Nv 6
Cibc World Markets Corp 6
Tfs Capital Investment Trust 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
Regal Investment Advisors LLC 6
Capital Wealth Planning, LLC 6
Sargent Bickham Lagudis LLC 6
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 6
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 6
Cordant, Inc. 6
State of Wyoming 6
Cullen/frost Bankers, Inc. 6
Analytic Investors, LLC 6
Blueshift Asset Management, LLC 6
Nfj Investment Group, Llc 6
Steward Financial Group LLC 6
Tibra Equities Europe Ltd 6
First Horizon Corp 6
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 6
Baldwin Brothers Inc/ma 6
Ameritas Investment Corp 6
Avantax Advisory Services, Inc. 6
Veriti Management LLC 6
Venturi Wealth Management, LLC 6
Profund Advisors Llc 6
Regions Financial Corp 6
Stevens Capital Management Lp 6
Sherbrooke Park Advisers Llc 6
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 6
Texas Permanent School Fund 6
Mml Investors Services, Llc 6
Blackhill Capital Inc 6
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 6
Dorsey Wright & Associates 6
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 6
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 6
Asset Dedication, LLC 6
Murphy Capital Management Inc 6
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 6
People's United Financial, Inc. 6
Abound Wealth Management 6
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 6
Innealta Capital, Llc 6
Aigen Investment Management, Lp 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
Erste Asset Management GmbH 6
USA Financial Portformulas Corp 6
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 6
DRW Securities, LLC 6
FLDFX - Meeder Funds - BALANCED FUND Retail Class 6
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 6
Laurion Capital Management LP 6
Fox Run Management, L.l.c. 6
James Investment Research Inc 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 6
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 6
Ostrum Asset Management 6
Mendota Financial Group, LLC 6
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 6
Bank Of Nova Scotia 6
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 6
Bridgefront Capital, LLC 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 6
Wealthspire Advisors, L.P. 6
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 6
Koshinski Asset Management, Inc. 6
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 6
Concord Wealth Partners 6
Hexagon Capital Partners LLC 6
Venture Visionary Partners LLC 6
Illinois Municipal Retirement Fund 6
Stephens Consulting, LLC 6
Syon Capital Llc 6
Continuum Advisory, LLC 6
Annis Gardner Whiting Capital Advisors, LLC 6
Citizens Financial Group Inc/ri 6
Kings Point Capital Management 6
Cetera Advisors LLC 6
Sei Trust Co 6
United Services Automobile Association 6
Public Sector Pension Investment Board 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 6
WealthPLAN Partners, LLC 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
Penserra Capital Management LLC 6
BRYN MAWR TRUST Co 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Louisiana State Employees Retirement System 6
Cresset Asset Management, LLC 6
Contravisory Investment Management, Inc. 6
Private Trust Co Na 6
Baystate Wealth Management LLC 6
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 6
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 6
Salomon & Ludwin, LLC 6
Mather Group, Llc. 6
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 6
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 6
Disciplined Investments, LLC 6
New York Life Investment Management Llc 6
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 6
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 6
Jacobi Capital Management LLC 6
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 6
Vantagepoint Funds 6
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 6
Private Ocean, LLC 6
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 6
LS Investment Advisors, LLC 6
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 6
Simon Quick Advisors, Llc 6
Eudaimonia Partners, LLC 6
Everence Capital Management Inc 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
Virginia Retirement Systems Et Al 6
Suntrust Banks Inc 6
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 6
Copeland Capital Management, LLC 6
VANGUARD ASSET MANAGEMENT, Ltd 6
Vanguard Investments Australia, Ltd. 6
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 6
WealthCollab, LLC 6
Wolverine Asset Management Llc 6
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 6
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 6
Irish Life Investment Managers Ltd. 6
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 6
State of New Jersey Common Pension Fund A 6
Magellan Asset Management Ltd 6
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 6
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 6
Ankerstar Wealth, LLC 6
JPL Wealth Management, LLC 6
RobecoSam USA, Inc. 6
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 6
Teachers Retirement System Of The State Of Kentucky 6
WASHINGTON TRUST Co 6
Oregon Public Employees Retirement Fund 6
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 6
Keating Financial Advisory Services, Inc. 6
Peak6 Llc 6
Mckinley Capital Management Llc /delaware 6
Shell Asset Management Co 6
Fortis Advisors, LLC 6
Liberty Wealth Management Llc 6
Ellington Management Group Llc 6
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 6
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF 6
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class 6
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 6
Gabelli Dividend & Income Trust 6
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 6
Aviva Plc 6
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 6
Moors & Cabot, Inc. 6
Hbk Investments L P 6
Vestcor Inc 6
Mitsubishi UFJ Trust & Banking Corp 6
Ontario Teachers Pension Plan Board 6
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 6
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 6
Wealthcare Capital Management Llc 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
Ensign Peak Advisors, Inc 6
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 6
Arkadios Wealth Advisors 6
Phoenix Holdings Ltd. 6
Segall Bryant & Hamill, Llc 6
Signet Financial Management, Llc 6
Capital Bank & Trust Co 6
Robeco Schweiz AG 6
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 6
Putnam Investments Llc 6
AQUAX - Managed Portfolio Series - Ecofin Sustainable Water Fund A Class 6
BlackRock Japan Co. Ltd 6
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 6
Csenge Advisory Group 6
Pictet Asset Management Ltd 6
Smithfield Trust Co 6
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 6
Capital Fund Management S.a. 6
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 6
Valeo Financial Advisors, LLC 6
Hemington Wealth Management 6
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 6
Westwood Holdings Group Inc 6
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 6
Paradigm Asset Management Co Llc 6
First National Corp /ma/ /adv 6
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 6
Vermillion Wealth Management, Inc. 6
Tsfg, Llc 6
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 6
Six Circles Trust - Six Circles Global Bond Fund 6
Psagot Value Holdings Ltd. / (Israel) 6
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 6
Natixis Investment Managers International 6
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 6
Root Financial Partners, LLC 6
Rise Advisors, LLC 6
Davy Global Fund Management Ltd 6
Axq Capital, Lp 6
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 6
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 6
Spot Trading L.L.C 6
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 6
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 6
Sutton Wealth Advisors Inc. 5
Impax Asset Management Group plc 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
Boenning & Scattergood, Inc. 5
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 5
United Capital Financial Advisers, Llc 5
High Note Wealth, LLC 5
Redpoint Investment Management Pty Ltd 5
LMR Partners LLP 5
Putnam Fl Investment Management Co 5
Aaron Wealth Advisors LLC 5
Nordea Investment Management Ab 5
FNY Investment Advisers, LLC 5
Rydex Etf Trust 5
Hussman Strategic Advisors, Inc. 5
Integrated Wealth Concepts LLC 5
Humankind Investments LLC 5
Boston Trust Walden Corp 5
Inspire Advisors, LLC 5
Elo Mutual Pension Insurance Co 5
Castleview Partners, Llc 5
Girard Partners Ltd. 5
Hutchens & Kramer Investment Management Group, LLC 5
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 5
Edgestream Partners, L.P. 5
Hightower 6M Holding, LLC 5
Kemnay Advisory Services Inc. 5
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 5
Rockefeller Financial Services Inc 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
Highbridge Capital Management Llc 5
Keybank National Association/oh 5
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 5
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 5
Eagle Global Advisors Llc 5
Adage Capital Partners Gp, L.l.c. 5
Commerzbank Aktiengesellschaft /fi 5
Virtue Capital Management, LLC 5
Shelton Capital Management 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
Bbva Usa 5
Financial Advocates Investment Management 5
Elequin Capital Lp 5
Holocene Advisors, LP 5
Snowden Capital Advisors LLC 5
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 5
Natixis 5
Kovitz Investment Group Partners, LLC 5
6 Meridian 5
MQS Management LLC 5
NumerixS Investment Technologies Inc 5
Sonen Capital LLC 5
JNBA Financial Advisors 5
Rodgers Brothers Inc. 5
Calton & Associates, Inc. 5
Cassady Schiller Wealth Management, LLC 5
Delpha Capital Management, Llc 5
Aevitas Wealth Management, Inc. 5
Ameritas Advisory Services, LLC 5
PineBridge Investments, L.P. 5
Polar Asset Management Partners Inc. 5
Sciencast Management LP 5
Claris Advisors, Llc / Mo / 5
Crewe Advisors LLC 5
Ropes Wealth Advisors Llc 5
Virtus Investment Advisers, Inc. 5
Tocqueville Asset Management L.p. 5
Banque Pictet & Cie Sa 5
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 5
Bluestein R H & Co 5
Navellier & Associates Inc 5
Oakworth Capital, Inc. 5
Jupiter Asset Management Ltd 5
Fuller & Thaler Asset Management, Inc. 5
Prospera Financial Services Inc 5
AHL Partners LLP 5
Xponance, Inc. 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
Boston Private Wealth Llc 5
Smith, Moore & Co. 5
Granite Investment Partners, LLC 5
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 5
SAC Capital Advisors LP 5
Hm Payson & Co 5
Cadence Capital Management Llc 5
Penn Capital Management Co Inc 5
Wedbush Securities Inc 5
CIBC Asset Management Inc 5
Baird Robert W & Co Inc /wi/ 5
Jane Street Holding, LLC 5
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 5
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 5
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 5
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 5
Chicago Partners Investment Group LLC 5
Blair William & Co/il 5
Wealthcare Advisory Partners LLC 5
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 5
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 5
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 5
Synovus Financial Corp 5
South Dakota Investment Council 5
San Francisco Sentry Investment Group (ca) 5
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 5
Etf Managers Group, Llc 5
Stonebridge Capital Advisors LLC 5
SECOR Capital Advisors, LP 5
Teton Westwood Funds 5
Valley National Advisers Inc 5
MCF Advisors LLC 5
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 5
Avantax Planning Partners, Inc. 5
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 5
SHP Wealth Management 5
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5
Motco 5
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 5
Harvest Fund Management Co., Ltd 5
Airain ltd 5
Sustainable Insight Capital Management, LLC 5
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 5
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 5
Calvert Impact Fund Inc 5
Leuthold Group, Llc 5
Teton Advisors, LLC 5
CIBC Bancorp USA Inc. 5
Patriot Financial Group Insurance Agency, LLC 5
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 5
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 5
Ridgewood Investments LLC 5
Glenmede Investment Management, LP 5
HFM Investment Advisors, LLC 5
Moody National Bank Trust Division 5
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 5
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 5
RHJ International SA 5
Cloud Capital Management, LLC 5
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 5
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 5
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 5
Natixis Advisors, L.p. 5
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 5
Hancock Whitney Corp 5
Crow Point Partners, LLC 5
Peapack Gladstone Financial Corp 5
Kilter Group LLC 5
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
Standard Life Aberdeen plc 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 5
Investors Asset Management Of Georgia Inc /ga/ /adv 5
Symons Capital Management Inc 5
Ameriflex Group, Inc. 5
Vega Investment Solutions 5
Freestone Grove Partners LP 5
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 5
Denali Advisors Llc 5
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 5
Groupe la Francaise 5
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 5
Raiffeisen Bank International AG 5
Robeco Institutional Asset Management B.V. 5
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
Claymore Exchange-traded Fund Trust 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 5
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 5
Curio Wealth, Llc 5
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 5
Parkworth Wealth Management, Inc. 5
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 5
Rialto Wealth Management, LLC 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 5
Boston Partners 5
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 5
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 5
Financial Counselors Inc 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 5
Soros Fund Management Llc 5
Loomis Sayles & Co L P 5
Webster Bank, N. A. 5
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 5
Miller Howard Investments Inc /ny 5
Zebra Capital Management LLC 5
OMERS ADMINISTRATION Corp 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
Old Mutual Global Investors (UK) Ltd. 5
M&r Capital Management Inc 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 5
Spark Investment Management LLC 5
RMB Capital Management, LLC 5
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 5
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 5
Beck Bode, LLC 5
Banque Cantonale Vaudoise 5
Key FInancial Inc 5
Sageworth Trust Co 5
Global Financial Private Client, LLC 5
Healthcare Of Ontario Pension Plan Trust Fund 5
Evergreen Capital Management Llc 5
GeoWealth Management, LLC 5
City Holding Co 5
First Allied Advisory Services, Inc. 5
Caisse De Depot Et Placement Du Quebec 5
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 5
Lsv Asset Management 5
Column Capital Advisors, LLC 5
Coastal Investment Advisors, Inc. 5
Next Financial Holdings 5
Entropy Technologies, LP 5
CVA Family Office, LLC 5
Clarity Asset Management, Inc. 5
Lord, Abbett & Co. Llc 5
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 5
Hl Financial Services Llc 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
Colony Group, LLC 5
Pathstone Holdings, LLC 5
Jennison Associates Llc 5
BI Asset Management Fondsmaeglerselskab A/S 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
Reaves W H & Co Inc 5
E. Ohman J:or Asset Management AB 5
Wealthbridge Capital Management, Llc 5
JustInvest LLC 5
HBK Sorce Advisory LLC 5
Rosenberg Matthew Hamilton 5
Philadelphia Trust Co 5
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 5
FDx Advisors, Inc. 5
Mercer Capital Advisers, Inc. 5
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 5
Thematics Asset Management 5
Ingalls & Snyder Llc 5
Tiaa Trust, National Association 5
Bridgewater Associates, LP 5
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
Bay Harbor Wealth Management, LLC 5
Weld Capital Management Llc 5
Bayesian Capital Management, LP 5
Hanson & Doremus Investment Management 5
Employees Retirement System of Texas 5
Duality Advisers, Lp 5
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
PENN SERIES FUNDS INC - International Equity Fund 5
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 5
Riverview Trust Co 5
Cordasco Financial Network 5
Abacus Wealth Partners, LLC 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 5
Nebula Research & Development LLC 5
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 5
Trust Co Of Vermont 5
APG Asset Management N.V. 5
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 5
Plante Moran Financial Advisors, LLC 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
ISAM Funds (UK) Ltd 5
Impax Asset Management LTD 5
Nachman Norwood & Parrott, Inc 4
Timber Hill LLC 4
Adirondack Trust Co 4
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 4
Resona Asset Management Co.,Ltd. 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
Rossby Financial, LCC 4
Checchi Capital Advisers, LLC 4
Beacon Capital Management, LLC 4
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 4
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 4
Fortitude Advisory Group L.L.C. 4
GFS Advisors, LLC 4
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 4
Old Mutual Customised Solutions (proprietary) Ltd 4
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 4
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
Thompson Siegel & Walmsley Llc 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
Westport Resources Management Inc 4
Creekmur Asset Management LLC 4
Cassaday & Co Wealth Management LLC 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 4
Emerald Investment Partners, Llc 4
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio 4
Sigma Planning Corp 4
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 4
Dynamic Technology Lab Pte Ltd 4
Allianz Se 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 4
Golden State Wealth Management, LLC 4
Monarch Partners Asset Management LLC 4
Resources Investment Advisors, LLC. 4
Commerce Bank 4
Kalos Management, Inc. 4
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 4
Kozak & Associates, Inc. 4
Tuttle Tactical Management LLC 4
Tiaa, Fsb 4
Pendal Group Ltd 4
Bremer Bank National Association 4
Zions Bancorporation, National Association /ut/ 4
Kempen Capital Management N.v. 4
Retirement Group, LLC 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
Twinbeech Capital Lp 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
Clearbridge Investments, LLC 4
Blue Bell Private Wealth Management, Llc 4
Baillie Gifford & Co 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 4
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 4
Beacon Capital Management, Inc. 4
Regentatlantic Capital Llc 4
Sawtooth Solutions, LLC 4
CIBC World Markets Inc. 4
Bruderman Asset Management, LLC 4
Prestige Wealth Management Group LLC 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
Managed Account Advisors Llc 4
NorthRock Partners, LLC 4
Redmond Asset Management, LLC 4
Evolution Wealth Management Inc. 4
Pinnacle Bancorp, Inc. 4
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 4
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 4
Salem Investment Counselors Inc 4
Eii Capital Management, Inc. 4
Dnp Select Income Fund Inc 4
Ausbil Investment Management Ltd 4
Gabelli Equity Series Funds Inc 4
Savant Capital, LLC 4
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 4
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
Swiss Life Asset Management Ltd 4
Wilbanks Smith & Thomas Asset Management Llc 4
Neuburgh Advisers LLC 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
Meadow Creek Investment Management LLC 4
Torren Management, LLC 4
SGPIX - Profunds - Small-cap Growth Profund Investor Class 4
Susquehanna Portfolio Strategies, LLC 4
IHT Wealth Management, LLC 4
1832 Asset Management L.P. 4
F3Logic, LLC 4
Family Firm, Inc. 4
Aldebaran Financial Inc. 4
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 4
Covington Capital Management 4
Eurizon Capital SGR S.p.A. 4
Godfrey Financial Associates, Inc. 4
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 4
Gilpin Wealth Management, Llc 4
Virtus Alternative Investment Advisers, Inc. 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
C M Bidwell & Associates Ltd 4
Wexford Capital Lp 4
Landscape Capital Management, L.l.c. 4
Maven Securities LTD 4
Odyssean, LLC 4
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
Garton & Associates Financial Advisors LLC 4
Vanguard World Fund 4
CAPROCK Group, Inc. 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
Mason Street Advisors, Llc 4
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 4
Wellington Shields & Co., LLC 4
Osborn Rohs Williams & Donohoe Ltd 4
Sankala Group LLC 4
Elkfork Partners LLC 4
Jackson Wealth Management, LLC 4
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 4
Advisors Preferred, LLC 4
Bowling Portfolio Management LLC 4
Princeton Alpha Management LP 4
Meeder Advisory Services, Inc. 4
Northern Trust Co Of Connecticut 4
Winfield Associates, Inc. 4
Gemmer Asset Management LLC 4
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 4
Royal Fund Management, LLC 4
Wealthfront Advisers Llc 4
Jackson Creek Investment Advisors LLC 4
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
Gratus Capital LLC 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
SOUTH STATE Corp 4
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 4
Brown Advisory Inc 4
Sumitomo Mitsui Trust Holdings, Inc. 4
TSP Capital Management Group, LLC 4
NN Investment Partners Holdings N.V. 4
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 4
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 4
Visium Asset Management, LP 4
StoneX Group Inc. 4
Xact Kapitalforvaltning AB 4
Stanley-Laman Group, Ltd. 4
Rsm Us Wealth Management Llc 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
Independent Portfolio Consultants, Inc. 4
Stephens Inc /ar/ 4
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
Earnest Partners Llc 4
Bogle Investment Management L P /de/ 4
Nbt Bank N A /ny 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
Destination Wealth Management 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
TFC Financial Management 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 4
Jefferies Financial Group Inc. 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
Vigilant Capital Management, LLC 4
Selective Wealth Management, Inc. 4
Harvest Investment Services, LLC 4
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
Harwood Advisory Group, LLC 4
Maple-Brown Abbott Ltd 4
Impax Asset Management (AIFM) Ltd 4
River Wealth Advisors LLC 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
Oppenheimer Funds Inc 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
Vantage Consulting Group Inc 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
Cable Hill Partners, LLC 4
Colony Group Llc 4
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A 4
Qs Batterymarch Financial Management, Inc 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
Qrg Capital Management, Inc. 4
Envestnet Portfolio Solutions, Inc. 4
Legg Mason Investment Counsel, LLC 4
Weiss Strategic Interval Fund 4
Kms Financial Services, Inc 4
Profunds - Profund Vp Small-cap Value 4
First Citizens Bank & Trust Co 4
Mirova 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
Profunds - Profund Vp Small-cap Growth 4
Romano Brothers And Company 4
Alps Advisors Inc 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 4
Van Hulzen Asset Management, LLC 4
Petrus Trust Company, LTA 4
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4
Pinnacle Associates Ltd 4
Minichmacgregor Wealth Management, Llc 4
Trust Co 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
Meiji Yasuda Asset Management Co Ltd. 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
Advisor Partners Ii, Llc 4
Alera Investment Advisors, LLC 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
Brewin Dolphin Ltd 4
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 4
Penobscot Investment Management Company, Inc. 4
Endurance Wealth Management, Inc. 4
Horizon Investments, LLC 4
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class 4
Riverhead Capital Management Llc 4
CX Institutional 4
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 4
RWM Asset Management, LLC 4
Capital Guardian Trust Co 4
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 4
Seven Eight Capital, Lp 4
Kessler Investment Group, LLC 4
Cribstone Capital Management, LLC 4
Deere & Co 4
Crestline Management, LP 4
GV Financial Advisors 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
Sandy Spring Bank 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
Dunhill Financial, LLC 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
TRUE Private Wealth Advisors 4
Brinker Capital Investments, LLC 4
Westpac Banking Corp 4
Lincoln National Corp 4
Associated Banc-corp 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
SpiderRock Trading LLC 4
Brookfield Asset Management Inc. 4
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 4
Itau Unibanco Holding S.A. 4
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 4
Weiss Multi-Strategy Advisers LLC 4
Trustcore Financial Services, Llc 4
Clark Capital Management Group, Inc. 4
Dixon Hughes Goodman Wealth Advisors LLC 4
Cohen & Steers, Inc. 4
World Asset Management Inc 4
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 4
Farmers & Merchants Trust Co of Long Beach 4
Paces Ferry Wealth Advisors, Llc 4
Rare Infrastructure Ltd 4
AT Bancorp 4
Headlands Technologies LLC 4
Magnetar Financial LLC 4
Lenox Wealth Management, Inc. 4
Longbow Capital Partners, L.P. 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
Heartland Advisors Inc 4
Pathstone Family Office, Llc 4
Parisi Gray Wealth Management 4
Bedel Financial Consulting, Inc. 4
Raymond James Trust N.a. 4
Arcadia Investment Management Corp/mi 4
Armstrong Advisory Group, Inc 4
Cambridge Trust Co 4
Tarbox Family Office, Inc. 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
Mycio Wealth Partners, Llc 4
Syverson Strege & Co 4
Brighton Jones Llc 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
Truewealth Llc 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
Merit Financial Group, LLC 4
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 4
Buckingham Strategic Wealth, Llc 4
Shelter Harbor Advisors, Lp 4
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
Journey Strategic Wealth Llc 4
Corton Capital Inc. 4
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 4
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 4
Addison Advisors LLC 4
Measured Wealth Private Client Group, LLC 4
361 Capital Llc 4
Financial Consulate, Inc 4
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
Delos Wealth Advisors, LLC 4
Mason Street Advisors, Llc 4
Summit Trail Advisors, Llc 4
Ipswich Investment Management Co., Inc. 4
Quent Capital, LLC 4
City State Bank 4
Tucker Asset Management Llc 4
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 4
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 4
St Germain D J Co Inc 4
Pearl River Capital, LLC 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
Oliver Lagore Vanvalin Investment Group 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 4
Vanguard Specialized Funds 4
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
Whittier Trust Co Of Nevada Inc 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4
Zurich Insurance Group Ltd/FI 4
CenterStar Fund, LLC 4
Householder Group Estate & Retirement Specialist, LLC 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
Hanseatic Management Services Inc 4
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
National Investment Services Inc /wi 4
Cozad Asset Management Inc 4
Denver Investment Advisors Llc 4
Nvwm, Llc 4
EHLS - Tidal Trust II - Even Herd Long Short ETF 4
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
Acrisure Capital Management, LLC 4
Sequoia Financial Advisors, LLC 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
Haverford Trust Co 4
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 4
Capstone Asset Management Co 4
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 4
Veritable, L.P. 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 4
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF 4
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 4
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 4
Wall Street Financial Group, Inc. 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
FIL Ltd 4
Kingsview Wealth Management, LLC 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
Zions Bancorporation 4
Perpetual Ltd 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 4
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 4
Ajo, Lp 4
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 4
Childress Capital Advisors, Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 4
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
Stonebridge Financial Group, LLC 4
Sierra Ocean, Llc 4
Gierl Augustine Investment Management Inc 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
Gwn Securities Inc. 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
Pinnacle Summer Investments, Inc. 4
Evoke Wealth, Llc 4
VSM Wealth Advisory, LLC 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
APBAX - Cavanal Hill Funds - Active Core Fund Investor 4
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 4
Dfpg Investments, Llc 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
Atria Wealth Solutions, Inc. 4
Pathway Financial Advisers, LLC 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
Pinnacle Financial Partners Inc 4
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 4
Sophrosyne Capital Llc 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 4
Crowley Wealth Management, Inc. 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 4
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 3
EULAV Asset Management 3
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 3
Tradeworx Inc. 3
First Foundation Advisors 3
Washington Trust Bank 3
Barrington Strategic Wealth Management Group LLC 3
Archford Capital Strategies, LLC 3
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 3
Fidelity Central Investment Portfolios LLC - Fidelity Utilities Central Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
U S Global Investors Inc 3
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 3
Dearborn Partners Llc 3
Caxton Associates Lp 3
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 3
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 3
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 3
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 3
Rafferty Asset Management, LLC 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 3
Santa Fe Partners LLC 3
Integrated Investment Consultants, LLC 3
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 3
Dorsey & Whitney Trust CO LLC 3
Invictus RG 3
Belmont Global Advisors, Inc. 3
SMITH HAYES Advisers, Inc 3
Element Capital Management Llc 3
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 3
Greenleaf Trust 3
Oppenheimer Asset Management Inc. 3
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 3
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 3
Coastal Bridge Advisors, LLC 3
Trellus Management Company, LLC 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 3
Cbre Clarion Securities Llc 3
Phocas Financial Corp. 3
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 3
Lombard Odier Asset Management (Europe) Ltd 3
CSat Investment Advisory, L.P. 3
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 3
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 3
Dubuque Bank & Trust Co 3
Capula Management Ltd 3
First Personal Financial Services 3
Legato Capital Management LLC 3
Institutional & Family Asset Management, Llc 3
Compagnie Lombard Odier SCmA 3
NatWest Group plc 3
Cipher Capital LP 3
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 3
Ironsides Asset Advisors, LLC 3
Royal London Asset Management Ltd 3
Hudson Bay Capital Management LP 3
Johnson Investment Counsel Inc 3
Prudential Plc 3
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 3
BNP Paribas Investment Partners S.A. 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
City National Bank 3
Caldwell Securities, Inc 3
Aurora Investment Counsel 3
Antonetti Capital Management LLC 3
Agf Investments Inc. 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 3
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
Societe Generale 3
Jackson, Grant Investment Advisers, Inc. 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
Delphi Private Advisors LLC 3
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 3
Nuveen Fund Advisors, LLC 3
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 3
Sarasin & Partners LLP 3
Palisades Investment Partners, LLC 3
Barrett Asset Management, LLC 3
Elite Wealth Management, Inc. 3
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
Corient Capital Partners, LLC 3
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 3
Reliance Trust Co Of Delaware 3
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 3
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 3
AGF Investments LLC 3
Osterweis Capital Management Inc 3
Clinton Group Inc 3
Private Advisory Group LLC 3
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 3
Blackstart Capital LP 3
McAdam, LLC 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
Teza Capital Management LLC 3
Capital Investment Advisory Services, LLC 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3
Symmetry Partners, LLC 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
Flinton Capital Management LLC 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
Empowered Funds, LLC 3
Adviser Investments LLC 3
Convergence Investment Partners, LLC 3
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3
Hartford Mutual Funds Inc/ct 3
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 3
Colonial Trust Advisors 3
Point72 Europe (London) LLP 3
Dai-Ichi Life Insurance Company, Ltd 3
HCR Wealth Advisors 3
Level Four Advisory Services, Llc 3
Tyers Asset Management LLC 3
Wesbanco Bank Inc 3
General Motors Investment Management Corp 3
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 3
Doyle Wealth Management 3
Dunvegan Associates, Inc. 3
Globeflex Capital L P 3
YorkBridge Wealth Partners, LLC 3
MARSHALL WACE ASIA Ltd 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
Savior LLC 3
Bfsg, Llc 3
Banco Bilbao Vizcaya Argentaria, S.a. 3
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 3
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3
Bb&t Investment Services, Inc. 3
Riggs Asset Managment Co. Inc. 3
Bogart Wealth, LLC 3
Intesa Sanpaolo S.p.a. 3
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 3
Legacy Advisors, LLC 3
Ninepoint Partners LP 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
Tower View Investment Management & Research LLC 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 3
Front Row Advisors LLC 3
Kovack Advisors, Inc. 3
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 3
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 3
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 3
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
Keeley Asset Management Corp 3
Claymore Exchange-traded Fund Trust 2 3
Investment Centers Of America Inc 3
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 3
VCSMX - VALIC Co I - Small Cap Fund 3
CPSIX - Unified Series Trust - Fci Bond Fund 3
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
Great Lakes Advisors, Llc 3
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 3
Assured Investment Management LLC 3
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 3
Janus Capital Management Llc 3
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
Capital World Investors 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 3
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 3
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 3
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 3
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 3
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 3
Hallmark Capital Management Inc 3
S.A. Mason LLC 3
Trust Co Of Toledo Na /oh/ 3
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 3
Pacifica Partners Inc. 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
Icon Advisers Inc/co 3
Cortina Asset Management, LLC 3
Great Diamond Partners, LLC 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
Quaker Wealth Management, LLC 3
CBIZ Investment Advisory Services, LLC 3
Gabelli Convertible & Income Securities Fund Inc 3
Essex Financial Services, Inc. 3
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 3
Argent Capital Management Llc 3
Center for Financial Planning, Inc. 3
Regent Peak Wealth Advisors LLC 3
Wealth Quarterback LLC 3
Archer Investment Corp 3
PAX Financial Group, LLC 3
Procyon Private Wealth Partners, LLC 3
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
RMR Wealth Builders 3
Carderock Capital Management Inc 3
F&C Asset Management plc 3
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Ziegler Capital Management, LLC 3
North Point Portfolio Managers Corp/oh 3
Bank Julius Baer & Co. Ltd, Zurich 3
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 3
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
Tri-continental Corp 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
Jaffetilchin Investment Partners, LLC 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 3
Advisor Partners Llc 3
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 3
Joel Isaacson & Co., LLC 3
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
KIFAX - Forward Funds - Salient Select Income Fund Class A 3
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
ArrowMark Colorado Holdings LLC 3
Dividend Asset Capital, Llc 3
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 3
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 3
IMA Wealth, Inc. 3
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 3
QCVAX - Clearwater Investment Trust - Clearwater International Fund 3
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 3
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 3
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 3
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 3
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 3
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 3
RBB FUND, INC. - Adara Smaller Companies Fund 3
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 3
Winslow, Evans & Crocker, Inc. 3
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 3
Atlas Private Wealth Advisors 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
Rothschild Investment Corp /il 3
Lombard Odier Asset Management (USA) Corp 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
Knight Capital Group, Inc. 3
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 3
Yorktown Management & Research Co Inc 3
Coastline Trust Co 3
Agf Management Ltd 3
Axiom Investment Management LLC 3
Kestra Private Wealth Services, Llc 3
First Wilshire Securities Management Inc 3
Pnc Funds 3
Corbenic Partners LLC 3
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 3
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
Diversified, LLC 3
GoalVest Advisory LLC 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 3
Ellsworth Advisors, LLC 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 3
Cannon Global Investment Management, LLC 3
Charter Oak Capital Management, LLC 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
Ghisallo Capital Management LLC 3
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 3
Aventail Capital Group, LP 3
Fort Washington Investment Advisors Inc /oh/ 3
Kowal Investment Group, LLC 3
Palladiem, Llc 3
Laird Norton Trust Company, Llc 3
Main Street Financial Solutions, LLC 3
Charter Trust Co 3
Reaves Utility Income Fund 3
Kanaly Trust Co 3
B. Metzler seel. Sohn & Co. Holding AG 3
WealthTrust-Arizona, LLC 3
TD Capital Management LLC 3
Mizuho Securities Usa Llc 3
Personal Capital Advisors Corp 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
Calamos Global Dynamic Income Fund 3
Canvas Wealth Advisors, LLC 3
Css Llc/il 3
Hennion & Walsh Asset Management, Inc. 3
Pittenger & Anderson Inc 3
Sierra Capital LLC 3
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 3
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 3
Sageworth Trust Co of South Dakota 3
Cnh Partners Llc 3
Green Alpha Advisors, LLC 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 3
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 3
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 3
Advisor Resource Council 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 3
First Affirmative Financial Network 3
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 3
U.S. Capital Wealth Advisors, LLC 3
FourThought Financial, LLC 3
Claraphi Advisory Network, LLC 3
Clarus Wealth Advisors 3
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 3
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 3
Ubs Oconnor Llc 3
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A 3
Arjuna Capital 3
MainStay CBRE Global Infrastructure Megatrends Fund 3
Amplius Wealth Advisors, LLC 3
Cushing Asset Management, Lp 3
Covalis Capital Llp 3
Redwood Investment Management, Llc 3
Retirement Planning Co of New England, Inc. 3
Wealth Effects Llc 3
Alan B. Lancz & Associates, Inc. 3
Alphasimplex Group, Llc 3
Kiley Juergens Wealth Management, Llc 3
Metis Global Partners, LLC 3
Washington Trust Advisors, Inc. 3
B. Metzler seel. Sohn & Co. AG 3
Operose Advisors LLC 3
Alpine Woods Capital Investors, Llc 3
Caption Management, LLC 3
Mbb Public Markets I Llc 3
Premia Global Advisors, Llc 3
First Command Advisory Services, Inc. 3
Ulland Investment Advisors, LLC 3
HoyleCohen, LLC 3
Raleigh Capital Management Inc. 3
Byrne Asset Management LLC 3
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3
Simplicity Wealth,LLC 3
Nuveen Multi-Asset Income Fund 3
Harfst & Associates, Inc. 3
Solstein Capital, LLC 3
Prime Capital Investment Advisors, LLC 3
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 3
CNB Bank 3
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 3
Eagle Asset Management Inc 3
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 3
Cyrus J. Lawrence, LLC 3
High Net Worth Advisory Group LLC 3
First Interstate Bank 3
McIlrath & Eck, LLC 3
Hazlett, Burt & Watson, Inc. 3
Mainstay Capital Management Llc /adv 3
Beaird Harris Wealth Management, LLC 3
Atlas Capital Advisors Llc 3
Vise Technologies, Inc. 3
McKinley Carter Wealth Services, Inc. 3
Wasatch Advisors Inc 3
Heritage Financial Services, LLC 3
Ceredex Value Advisors LLC 3
Elmwood Wealth Management, Inc. 3
Gofen & Glossberg Llc /il/ 3
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
Coston, McIsaac & Partners 3
FIXT - Procure ETF Trust II - Procure Disaster Recovery Strategy ETF 3
Palisade Capital Management Llc/nj 3
First Mercantile Trust Co 3
Mount Yale Investment Advisors, LLC 3
Johnson & White Wealth Management, LLC 3
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF 3
Unigestion Holding SA 3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
Windsor Capital Management, LLC 3
VitalStone Financial, LLC 3
Foundations Investment Advisors, LLC 3
Trium Capital LLP 3
Wealthstar Advisors, Llc 3
Glass Jacobson Investment Advisors llc 3
Truvestments Capital Llc 3
FourThought Financial Partners, LLC 3
Bleakley Financial Group, LLC 3
Hudock, Inc. 3
New Harbor Financial Group, LLC 3
Northstar Asset Management Inc 3
Equitable Holdings, Inc. 3
FUKOKU MUTUAL LIFE INSURANCE Co 3
Bell Rock Capital Llc 3
Resources Management Corp /ct/ /adv 3
Grey Fox Wealth Advisors, LLC 3
Greenland Capital Management LP 3
Oak Hill Wealth Advisors, Llc 3
Kula Investments, LLC 3
Numerai GP LLC 3
Readystate Asset Management Lp 3
Delta Investment Management, LLC 3
Ruedi Wealth Management, Inc. 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
Ellis Investment Partners, LLC 3
First Midwest Bank Trust Division 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
Beacon Pointe Advisors, LLC 3
Grandview Asset Management LLC 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
Cary Street Partner Investment Advisory Llc 3
Personal Wealth Partners 3
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 3
Summit Financial, LLC 3
25 Llc 3
PFG Investments, LLC 3
Highstreet Asset Management Inc. 3
Imprint Wealth LLC 3
SWAN Capital LLC 3
Capital Innovations LLC 3
Empower Advisory Group, LLC 3
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares 3
Stratos Wealth Advisors, LLC 3
ORG Partners LLC 3
Atomi Financial Group, Inc. 3
Arabesque Asset Management Ltd 3
Aptus Capital Advisors, LLC 3
Townsquare Capital Llc 3
Apollon Wealth Management, LLC 3
Kingswood Wealth Advisors, Llc 3
Zions Bancorporation, N.A. 3
Hexavest Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 3
Magnus Financial Group LLC 3
Neo Ivy Capital Management 3
Cape Investment Advisory, Inc. 3
Nbc Securities, Inc. 3
O'Shares Investment Advisers, LLC 3
Ci Investments Inc. 3
Vident Advisory, LLC 3
Strategic Blueprint, LLC 3
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 3
Anchor Investment Management, LLC 3
VisionPoint Advisory Group, LLC 3
Yaupon Capital Management LP 3
Manatuck Hill Partners, LLC 3
Custom Index Systems, Llc 3
Alyeska Investment Group, L.P. 3
Aspire Private Capital, LLC 3
Mid Atlantic Financial Management Inc/adv 3
Surevest, LLC 3
Winch Advisory Services, LLC 3
Plato Investment Management Ltd 3
Modern Wealth Management, LLC 3
Kore Private Wealth LLC 3
Great Valley Advisor Group, Inc. 3
Foster Dykema Cabot & Partners, Llc 3
Orrstown Financial Services Inc 3
Horizon Kinetics Asset Management Llc 3
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF 3
Weaver Consulting Group 3
Kapitalo Investimentos Ltda 3
American Capital Advisory, LLC 3
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 3
Ashton Thomas Private Wealth, LLC 3
Stewart & Patten Co Llc 3
Triad Wealth Partners, LLC 3
CCMG - EA Series Trust - CCM Global Equity ETF 3
Delta Asset Management Llc/tn 3
Clear Creek Financial Management, LLC 3
Hilltop National Bank 3
Principle Wealth Partners Llc 3
Alpha Windward Llc 3
LRI Investments, LLC 3
Fruth Investment Management 3
Chevy Chase Trust Holdings, Inc. 3
TCF National Bank 3
Spirit Of America Management Corp/ny 3
Blackrock Ecosolutions Investment Trust 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 3
Brown, Lisle/cummings, Inc. 3
BTG Pactual Asset Management US LLC 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
Northwest & Ethical Investments L.P. 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 3
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
Highline Wealth Partners Llc 3
First Financial Corp /in/ 3
Fisher Asset Management, LLC 3
Westfuller Advisors, LLC 3
Dalton Greiner Hartman Maher & Co 3
Legacy Wealth Managment, LLC/ID 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 3
First PREMIER Bank 3
Wetherby Asset Management Inc 3
Avanza Fonder AB 3
Douglass Winthrop Advisors, LLC 3
Asset Planning,Inc 3
Turning Point Benefit Group, Inc. 3
Synergy Investment Management, LLC 3
Hirtle Callaghan & Co LLC 3
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 3
Jain Global LLC 3
Kiker Wealth Management, LLC 3
Millstone Evans Group, LLC 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
WealthTrak Capital Management LLC 3
Polymer Capital Management (US) LLC 3
Lenox Wealth Advisors, LLC 3
Hotchkis & Wiley Capital Management Llc 3
Quantitative Investment Management, LLC 3
West Oak Capital, LLC 3
Putney Financial Group LLC 3
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 3
Kistler-Tiffany Companies, LLC 3
Park National Corp /oh/ 3
111 Capital 3
Toth Financial Advisory Corp 3
Modera Wealth Management, LLC 3
Old National Bancorp /in/ 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Corient IA LLC 3
Private Wealth Asset Management, LLC 3
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 3
SummitTX Capital, L.P. 3
Beacon Investment Advisory Services, Inc. 3
Midwest Trust Co 3
Abn Amro Investment Solutions 3
Balentine LLC 3
EP Wealth Advisors, Inc. 3
EagleClaw Capital Managment, LLC 3
Caldwell Trust Co 3
Nwam Llc 3
AXA Investment Managers S.A. 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
Vestor Capital, Llc 3
Pinebridge Investments Llc 3
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 3
ETRADE Capital Management LLC 3
Tealwood Asset Management Inc 3
Geneva Advisors, LLC 3
ACG Wealth 3
Signature Equity Partners, LLC 3
Pacer Advisors, Inc. 3
Emory University 3
Financial Engines Advisors L.L.C. 3
Cedar Hill Associates, Llc 3
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 3
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 3
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 3
Owl Creek Wealth Partners LLC 3
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 3
Bartlett & Co. LLC 3
American National Insurance Co /tx/ 3
Advisory Alpha, LLC 3
Argent Trust Co 3
Loudon Investment Management, LLC 3
Kingfisher Capital LLC 3
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 3
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 3
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 3
Cantor Fitzgerald, L. P. 3
Picton Mahoney Asset Management 3
Bremer Trust National Association 3
Massachusetts Financial Services Co /ma/ 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
John G Ullman & Associates Inc 3
Ledyard National Bank 3
Candriam Luxembourg S.C.A. 3
Pennsylvania Trust Co 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
Integrated Wealth Management 3
Barings Llc 3
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 3
Searle & Co. 3
Diversified Trust Co 3
Confluence Investment Management Llc 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
Halbert Hargrove Global Advisors, Llc 3
HighPoint Advisor Group LLC 3
Bellecapital International Ltd. 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 3
RWC Asset Management LLP 3
Hendershot Investments Inc. 3
HAP Trading, LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
Cramer Rosenthal Mcglynn Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class 3
Liberty Mutual Group Asset Management Inc. 3
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 3
Piermont Capital Management LLC 3
Crestwood Advisors Group LLC 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
Chemical Bank 3
Apriem Advisors 3
Warren Averett Asset Management, LLC 3
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
Gupta Wealth Management LLC 3
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 3
Usa Mutuals Advisors, Inc. 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
Fernwood Investment Management, LLC 3
Capital Analysts, Inc. 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Wbi Investments, Inc. 3
Concert Wealth Management Inc. 3
Hoxton Financial, Inc. 3
Boston Private Bank & Trust Co 3
Haberer Registered Investment Advisor Inc 3
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
Vanguard Whitehall Funds 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3
Harel Insurance Investments & Financial Services Ltd. 3
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 3
Kleinwort Benson Investors Dublin Ltd 3
Virginia Retirement System 3
Ecofin Advisors Ltd 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
Bridge Creek Capital Management LLC 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
Atlantic Union Bankshares Corp 3
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 3
Laurel Wealth Advisors, Inc. 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
Horizon Investment Services, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 3
Wealthfront Inc 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3