Real Estate Operators (except Developers) And Lessors - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 32
Jpmorgan Chase & Co 30
UBS Group AG 28
Morgan Stanley 28
Susquehanna International Group, Llp 27
Deutsche Bank Ag\ 27
Citadel Advisors Llc 27
Barclays Plc 26
Jane Street Group, Llc 26
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 26
Goldman Sachs Group Inc 26
Bank Of America Corp /de/ 26
Royal Bank Of Canada 25
BlackRock, Inc. 25
Tower Research Capital LLC (TRC) 24
Citigroup Inc 24
Advisor Group Holdings, Inc. 24
Wells Fargo & Company/mn 24
Fmr Llc 23
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 23
Vanguard Group Inc 22
Geode Capital Management, Llc 22
Pnc Financial Services Group, Inc. 21
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 20
Millennium Management Llc 20
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 20
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 20
Simplex Trading, Llc 19
Invesco Ltd. 19
Russell Investments Group, Ltd. 19
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 19
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 19
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 19
Northern Trust Corp 19
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 18
Victory Capital Management Inc 18
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 18
Renaissance Technologies Llc 18
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 18
American International Group, Inc. 17
Marshall Wace, Llp 17
New York State Common Retirement Fund 17
Bank of New York Mellon Corp 17
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 17
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 17
State Street Corp 17
Ameriprise Financial Inc 17
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 17
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 17
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 17
Virtu Financial LLC 17
Credit Suisse Ag/ 17
Rhumbline Advisers 17
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 17
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 17
Sei Investments Co 16
Manufacturers Life Insurance Company, The 16
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 16
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 16
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 16
Legal & General Group Plc 16
Bank Of Montreal /can/ 16
Parallel Advisors, LLC 16
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 16
Cwm, Llc 16
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 16
Allianz Asset Management GmbH 16
IFP Advisors, Inc 16
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 16
Ubs Asset Management Americas Inc 16
Gabelli Funds Llc 15
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 15
Cohen & Steers Quality Income Realty Fund Inc 15
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 15
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 15
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 15
Hrt Financial Lp 15
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 15
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 15
Group One Trading, L.p. 15
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 15
LPL Financial LLC 15
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 15
California Public Employees Retirement System 15
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 15
Bnp Paribas Arbitrage, Sa 15
D. E. Shaw & Co., Inc. 15
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 15
Walleye Trading LLC 15
Dimensional Fund Advisors Lp 15
Us Bancorp \de\ 14
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 14
College Retirement Equities Fund 14
Cutler Group LP 14
Quadrant Capital Group Llc 14
NOSGX - Northern Funds - Northern Small Cap Value Fund 14
Zurcher Kantonalbank (Zurich Cantonalbank) 14
Advisor Group, Inc. 14
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 14
Wolverine Trading, Llc 14
Charles Schwab Investment Management Inc 14
Nuveen Asset Management, LLC 14
Raymond James & Associates 14
Invesco Bond Fund 14
Balyasny Asset Management Llc 14
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 14
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 14
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 14
SG Americas Securities, LLC 14
Walleye Capital LLC 14
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 14
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 14
Aqr Capital Management Llc 14
Qube Research & Technologies Ltd 14
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares 14
Principal Funds Inc 13
QCVAX - Clearwater Investment Trust - Clearwater International Fund 13
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 13
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 13
Boothbay Fund Management, Llc 13
Panagora Asset Management Inc 13
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 13
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 13
Stifel Financial Corp 13
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 13
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 13
Cubist Systematic Strategies, LLC 13
Advisory Services Network, LLC 13
Nisa Investment Advisors, Llc 13
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 13
Magnetar Financial LLC 13
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 13
Fifth Third Bancorp 13
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 13
Toronto Dominion Bank 13
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 13
Schonfeld Strategic Advisors LLC 13
Steward Partners Investment Advisory, Llc 13
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 13
Alliancebernstein L.p. 13
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 13
Thrivent Financial For Lutherans 13
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 13
Ladenburg Thalmann Financial Services Inc 13
Dupont Capital Management Corp 13
California State Teachers Retirement System 13
Creative Planning 13
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 13
Covestor Ltd 13
Arrowstreet Capital, Limited Partnership 13
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 13
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 13
Verition Fund Management LLC 12
Signaturefd, Llc 12
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 12
Bessemer Group Inc 12
Highbridge Capital Management Llc 12
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 12
Vanguard Index Funds 12
Huntington National Bank 12
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 12
Metropolitan Life Insurance Co/ny 12
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 12
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 12
Swiss National Bank 12
Tiaa-cref Funds 12
Envestnet Asset Management Inc 12
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 12
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 12
Jefferies Group LLC 12
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 12
Allworth Financial LP 12
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 12
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 12
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 12
VDAFX - VALIC Co I - Dynamic Allocation Fund 12
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 12
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 12
Acadian Asset Management Llc 12
Two Sigma Advisers, Lp 12
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 12
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 12
Hsbc Holdings Plc 12
Dynamic Technology Lab Private Ltd 12
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 12
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 12
HighTower Advisors, LLC 12
Hudson Bay Capital Management LP 12
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 12
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 12
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 12
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 12
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 12
GWM Advisors LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 12
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A 12
Parallax Volatility Advisers, L.P. 11
Northwestern Mutual Wealth Management Co 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 11
Css Llc/il 11
EverSource Wealth Advisors, LLC 11
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 11
Franklin Resources Inc 11
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 11
Public Sector Pension Investment Board 11
Tudor Investment Corp Et Al 11
Glenmede Trust Co Na 11
Ameritas Investment Partners, Inc. 11
BlackRock Fund Advisors 11
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 11
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 11
Price T Rowe Associates Inc /md/ 11
Cohen & Steers Total Return Realty Fund Inc 11
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 11
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 11
NGREX - Northern Funds - Northern Global Real Estate Index Fund 11
Glassman Wealth Services 11
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 11
Public Employees Retirement System Of Ohio 11
Y-Intercept (Hong Kong) Ltd 11
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 11
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 11
Cerity Partners LLC 11
Lindbrook Capital, Llc 11
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 11
Ellevest, Inc. 11
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 11
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 11
Global Retirement Partners, LLC 11
Point72 Asset Management, L.P. 11
Macquarie Group Ltd 11
Weiss Strategic Interval Fund 11
Voya Investment Management Llc 11
Versant Capital Management, Inc 11
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 11
Amalgamated Bank 11
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 11
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 11
Sterling Capital Management LLC 11
GABELLI & Co INVESTMENT ADVISERS, INC. 11
Claymore Exchange-traded Fund Trust 11
State Of Wisconsin Investment Board 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 11
Squarepoint Ops LLC 11
Gsa Capital Partners Llp 11
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 11
State of Wyoming 11
Picton Mahoney Asset Management 11
Principal Financial Group Inc 11
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 11
Public Employees Retirement Association Of Colorado 11
Parametric Portfolio Associates Llc 11
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 11
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 11
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 11
Two Sigma Investments, Lp 11
Alberta Investment Management Corp 11
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 11
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 11
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 11
Lazard Asset Management Llc 11
Allspring Global Investments Holdings, LLC 11
M&t Bank Corp 11
Prelude Capital Management, Llc 11
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 11
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 10
Jump Financial, LLC 10
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 10
First Republic Investment Management, Inc. 10
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 10
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 10
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF 10
Farmers & Merchants Investments Inc 10
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 10
FNY Investment Advisers, LLC 10
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 10
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 10
Asset Management One Co., Ltd. 10
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 10
Wolverine Asset Management Llc 10
PEAK6 Investments, L.P. 10
Paloma Partners Management Co 10
Sandy Spring Bank 10
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 10
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 10
Engineers Gate Manager LP 10
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 10
State of Tennessee, Treasury Department 10
Schroder Investment Management Group 10
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 10
First Trust Advisors Lp 10
State of New Jersey Common Pension Fund D 10
Hbk Investments L P 10
Stratos Wealth Partners, LTD. 10
IWC - iSHARES TRUST - iShares Micro-Cap ETF 10
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 10
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 10
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 10
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 10
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 10
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 10
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 10
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 10
Assetmark, Inc 10
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 10
Neuberger Berman Group LLC 10
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 10
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 10
Mariner, LLC 10
Captrust Financial Advisors 10
Comerica Bank 10
Anson Funds Management LP 10
Guggenheim Capital Llc 10
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund 10
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 10
Regions Financial Corp 10
Janus Henderson Group Plc 10
Strs Ohio 10
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 10
Healthcare Of Ontario Pension Plan Trust Fund 10
XTX Topco Ltd 10
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 10
Two Sigma Securities, Llc 10
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 10
Axa S.a. 10
Vestcor Inc 10
American Century Companies Inc 10
Ubs Ag 10
Commonwealth Equity Services, Llc 10
Oppenheimer Etf Trust 10
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 10
MetLife Investment Management, LLC 10
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 10
Cambridge Investment Research Advisors, Inc. 10
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10
CIBC Private Wealth Group, LLC 10
Massmutual Trust Co Fsb/adv 10
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 10
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 10
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
Farther Finance Advisors, LLC 9
BlackRock Institutional Trust Company, N.A. 9
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 9
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 9
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 9
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 9
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 9
Great West Life Assurance Co /can/ 9
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 9
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 9
Basso Capital Management, L.p. 9
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 9
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 9
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 9
Raymond James Financial Services Advisors, Inc. 9
Brookfield Real Assets Income Fund Inc. 9
ExodusPoint Capital Management, LP 9
TCI Wealth Advisors, Inc. 9
BlackRock Investment Management, LLC 9
Janney Montgomery Scott LLC 9
Clearbridge Investments, LLC 9
PEAK6 Investments LLC 9
Meeder Asset Management Inc 9
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 9
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 9
Moore Capital Management, Lp 9
KBC Group NV 9
Rockefeller Capital Management L.P. 9
DAVENPORT & Co LLC 9
Nomura Asset Management Co Ltd 9
Harbour Investments, Inc. 9
New York State Teachers Retirement System 9
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 9
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 9
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 9
Centiva Capital, LP 9
Mirae Asset Global Investments Co., Ltd. 9
Penserra Capital Management LLC 9
Federation des caisses Desjardins du Quebec 9
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 9
Raymond James Financial Inc 9
Davidson Kempner Capital Management Lp 9
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 9
Advisors Asset Management, Inc. 9
Nomura Holdings Inc 9
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 9
Ubs Oconnor Llc 9
IWV - iSHARES TRUST - iShares Russell 3000 ETF 9
Man Group plc 9
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 9
Wellington Management Group Llp 9
Cnh Partners Llc 9
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 9
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 9
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 9
Teacher Retirement System Of Texas 9
Prudential Financial Inc 9
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 9
Bell Investment Advisors, Inc 9
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 9
Eaton Vance Management 9
First Manhattan Co 9
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 9
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 9
Quantbot Technologies LP 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 9
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 9
Quadrature Capital Ltd 9
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 9
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 9
North Star Investment Management Corp. 9
Canada Pension Plan Investment Board 9
Pacer Advisors, Inc. 9
GAMMA Investing LLC 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 8
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 8
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 8
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 8
Susquehanna Fundamental Investments, Llc 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
Element Capital Management Llc 8
Brown Advisory Inc 8
Sumitomo Mitsui Trust Holdings, Inc. 8
Eagle Bay Advisors LLC 8
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 8
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 8
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 8
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 8
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 8
Prospera Financial Services Inc 8
Private Advisor Group, LLC 8
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 8
Capstone Investment Advisors, Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 8
Mackenzie Financial Corp 8
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 8
First Horizon Advisors, Inc. 8
Total Income (plus) Real Estate Fund 8
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund 8
Umb Bank N A/mo 8
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 8
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 8
Parkside Financial Bank & Trust 8
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 8
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 8
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 8
Tiaa Cref Investment Management Llc 8
Teachers Advisors, Llc 8
Kcg Holdings, Inc. 8
Harbor Capital Advisors, Inc. 8
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 8
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 8
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV 8
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 8
D.a. Davidson & Co. 8
Hartland & Co., LLC 8
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 8
Glazer Capital, Llc 8
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 8
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 8
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 8
Alpine Global Management, LLC 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 8
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 8
Bluefin Capital Management, Llc 8
United Capital Financial Advisers, Llc 8
Norges Bank 8
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 8
CoreCap Advisors, LLC 8
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 8
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 8
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 8
Piedmont Investment Advisors Llc 8
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 8
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 8
Ergoteles LLC 8
BlueCrest Capital Management Ltd 8
Spire Wealth Management 8
Summit Trail Advisors, Llc 8
Aperio Group, LLC 8
Cowen And Company, Llc 8
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 8
AdvisorNet Financial, Inc 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
Private Capital Group, LLC 8
Compagnie Lombard Odier SCmA 8
CENTRAL TRUST Co 8
NMMGX - Northern Funds - Multi-manager Global Real Estate Fund 8
Clear Street Markets Llc 8
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 8
Oxford Asset Management Llp 8
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 8
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 8
Aristeia Capital Llc 8
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 8
MERVX - MERGER FUND VL - The Merger Fund VL 8
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 8
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
Putnam Investments Llc 8
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 8
Six Circles Trust - Six Circles Global Bond Fund 8
REET - iSHARES TRUST - iShares Global REIT ETF 8
Private Trust Co Na 8
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 8
State of Alaska, Department of Revenue 8
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 8
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 8
Alps Advisors Inc 8
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 8
Valeo Financial Advisors, LLC 8
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 8
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 8
Credit Agricole S A 8
Arizona State Retirement System 8
Toroso Investments, LLC 8
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 8
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 8
Amundi Pioneer Asset Management Inc 8
BlackRock Advisors LLC 8
OMERS ADMINISTRATION Corp 8
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 8
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 8
Laurion Capital Management LP 8
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 8
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 8
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 8
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 8
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 8
Marshall Wace North America L.P. 8
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 8
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 8
Campbell & CO Investment Adviser LLC 8
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 8
TD Waterhouse Canada Inc. 8
State Farm Mutual Fund Trust 8
Rehmann Capital Advisory Group 8
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 8
Vantagepoint Funds 8
Sowell Financial Services LLC 8
Venturi Wealth Management, LLC 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 8
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 8
Jefferies Financial Group Inc. 8
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 8
Point72 Middle East FZE 8
Nuveen Real Asset Income & Growth Fund 8
Blair William & Co/il 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
American Portfolios Advisors 8
True Wealth Design, LLC 8
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 8
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 8
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 8
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 8
Dark Forest Capital Management Lp 8
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 8
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 8
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 8
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 8
Bridgeway Capital Management Inc 8
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 8
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 8
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 8
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 7
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 7
NSIDX - Northern Funds - Northern Small Cap Index Fund 7
Amalgamated Financial Corp. 7
Candriam Luxembourg S.C.A. 7
Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) 7
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 7
Sunbelt Securities, Inc. 7
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 7
Echo Street Capital Management LLC 7
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 7
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 7
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 7
SRS Capital Advisors, Inc. 7
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 7
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 7
Quantinno Capital Management LP 7
HHM Wealth Advisors, LLC 7
State Board Of Administration Of Florida Retirement System 7
JustInvest LLC 7
Rothschild Investment Llc 7
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 7
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 7
Cetera Advisor Networks LLC 7
Proficio Capital Partners LLC 7
JNBA Financial Advisors 7
O'shaughnessy Asset Management, Llc 7
Fort Baker Capital Management LP 7
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 7
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 7
Orion Portfolio Solutions, LLC 7
Berman Capital Advisors, LLC 7
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 7
Old Mission Capital Llc 7
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 7
Vivaldi Asset Management, LLC 7
Centaurus Financial, Inc. 7
FORA Capital, LLC 7
Flow Traders U.s. Llc 7
Corebridge Financial, Inc. 7
MUFG Americas Holdings Corp 7
AMP Capital Investors Ltd 7
Versus Capital Multi-manager Real Estate Income Fund Llc 7
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 7
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 7
Ieq Capital, Llc 7
Trexquant Investment LP 7
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 7
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 7
National Bank Of Canada /fi/ 7
Jacobs Levy Equity Management, Inc 7
Skandinaviska Enskilda Banken AB (publ) 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 7
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 7
Gotham Asset Management, LLC 7
Amundi 7
Global X Funds 7
Vanguard Horizon Funds 7
Point72 Hong Kong Ltd 7
Baird Financial Group, Inc. 7
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 7
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 7
Alyeska Investment Group, L.P. 7
PENN SERIES FUNDS INC - International Equity Fund 7
Los Angeles Capital Management Llc 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 7
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 7
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 7
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 7
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 7
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 7
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 7
Smartleaf Asset Management LLC 7
GAM Holding AG 7
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 7
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 7
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 7
Coldstream Capital Management Inc 7
VCSLX - VALIC Co I - Small Cap Index Fund 7
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 7
Patriot Financial Group Insurance Agency, LLC 7
HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF 7
Emerald Acquisition Ltd. 7
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 7
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A 7
LMR Partners LLP 7
Guggenheim Active Allocation Fund 7
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 7
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 7
Connor, Clark & Lunn Investment Management Ltd. 7
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 7
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 7
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 7
SLPIX - Profunds - Small-cap Profund Investor Class 7
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares 7
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund 7
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 7
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 7
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 7
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 7
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 7
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 7
IFGL - iSHARES TRUST - iShares International Developed Real Estate ETF 7
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 7
Bogart Wealth, LLC 7
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund 7
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund 7
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 7
Manchester Capital Management LLC 7
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 7
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 7
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 7
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
GHP Investment Advisors, Inc. 7
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 7
Capital Fund Management S.a. 7
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 7
Virginia Retirement Systems Et Al 7
Profunds - Profund Vp Ultrasmall-cap 7
Profunds - Profund Vp Small-cap 7
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF 7
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 7
CIBC World Markets Inc. 7
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 7
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 7
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 7
Keybank National Association/oh 7
Federated Hermes, Inc. 7
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 7
Natixis 7
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 7
Long Pond Capital, LP 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 7
IWM - iSHARES TRUST - iShares Russell 2000 ETF 7
ProShare Advisors LLC 7
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 7
Versor Investments LP 7
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 7
Geneos Wealth Management Inc. 7
Mather Group, Llc. 7
NEXT Financial Group, Inc 7
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 7
Quarry LP 7
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 7
Oregon Public Employees Retirement Fund 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 7
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 7
MAI Capital Management 7
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 7
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 7
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 7
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 7
Gabelli Dividend & Income Trust 7
Fox Run Management, L.l.c. 7
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7
First Hawaiian Bank 7
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7
Ronald Blue Trust, Inc. 7
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 7
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 7
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 7
Kistler-Tiffany Companies, LLC 7
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor 7
Sawtooth Solutions, LLC 7
Moors & Cabot, Inc. 7
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A 7
Landscape Capital Management, L.l.c. 7
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 7
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 7
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 7
Winton Capital Group Ltd 7
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 7
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 7
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 7
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 7
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 7
State Farm Variable Product Trust 7
Natixis Advisors, L.p. 7
Cohen & Steers Real Estate Opportunities & Income Fund 7
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 7
Truist Financial Corp 7
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 7
Synovus Financial Corp 7
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 7
CAPROCK Group, Inc. 6
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 6
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 6
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 6
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 6
JERAX - JANUS INVESTMENT FUND - Janus Henderson Global Real Estate Fund Class A 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 6
Thompson Siegel & Walmsley Llc 6
Usca Ria Llc 6
Weiss Asset Management LP 6
Ellington Management Group Llc 6
Pictet Asset Management Sa 6
MetLife Securities, Inc 6
Resources Investment Advisors, LLC. 6
Caption Management, LLC 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
Twin Tree Management, LP 6
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 6
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 6
Sherbrooke Park Advisers Llc 6
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 6
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 6
Signet Financial Management, Llc 6
Gamco Investors, Inc. Et Al 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
Meridian Wealth Partners, LLC 6
Capital Advisors, Ltd. LLC 6
Mirabella Financial Services Llp 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
Sound Income Strategies, LLC 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 6
Ensign Peak Advisors, Inc 6
Diametric Capital, LP 6
We Are One Seven, LLC 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 6
FIL Ltd 6
Creative Financial Designs Inc /adv 6
FDx Advisors, Inc. 6
IndexIQ Advisors LLC 6
Veritable, L.P. 6
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 6
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 6
Commonwealth Bank Of Australia 6
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 6
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 6
Nationwide Fund Advisors 6
Yousif Capital Management, Llc 6
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 6
Intech Investment Management Llc 6
Cetera Advisors LLC 6
Nuveen, LLC 6
Suntrust Banks Inc 6
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 6
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 6
Truvestments Capital Llc 6
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 6
Mackay Shields Llc 6
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 6
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
QS Investors, LLC 6
1832 Asset Management L.P. 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 6
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 6
Hm Payson & Co 6
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 6
Rmr Real Estate Income Fund 6
PineBridge Investments, L.P. 6
Police & Firemen's Retirement System of New Jersey 6
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 6
Graham Capital Management, L.P. 6
Weiss Multi-Strategy Advisers LLC 6
Ilmarinen Mutual Pension Insurance Co 6
Bayesian Capital Management, LP 6
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6
GIMFX - GMO TRUST - GMO Implementation Fund 6
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 6
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 6
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 6
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 6
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 6
Concord Wealth Partners 6
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 6
Oppenheimer Variable Account Funds 6
Highlander Capital Management, LLC 6
Whittier Trust Co Of Nevada Inc 6
Alphacrest Capital Management Llc 6
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 6
Cohen & Steers, Inc. 6
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 6
Skopos Labs, Inc. 6
Duality Advisers, Lp 6
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 6
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 6
Crestline Management, LP 6
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 6
MBEQX - M FUND INC - M International Equity Fund 6
Inceptionr Llc 6
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
Evergreen Capital Management Llc 6
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 6
Toth Financial Advisory Corp 6
Whittier Trust Co 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
Baker Avenue Asset Management, LP 6
DekaBank Deutsche Girozentrale 6
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 6
Maryland State Retirement & Pension System 6
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6
Cresset Asset Management, LLC 6
Aigen Investment Management, Lp 6
Lee Financial Co 6
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 6
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 6
Commonwealth Equity Services, Inc 6
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 6
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund 6
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 6
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 6
Ci Investments Inc. 6
Shell Asset Management Co 6
Mercer Global Advisors Inc /adv 6
Wipfli Financial Advisors Llc, 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 6
Hartford Mutual Funds Inc/ct 6
Crossmark Global Holdings, Inc. 6
Salem Investment Counselors Inc 6
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 6
Hillsdale Investment Management Inc. 6
Bfsg, Llc 6
PWREX - PIONEER REAL ESTATE SHARES - Pioneer Real Estate Shares : Class A 6
Belpointe Asset Management LLC 6
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 6
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 6
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 6
Westchester Capital Management, LLC 6
Cornerstone Advisors, Inc. 6
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 6
Quent Capital, LLC 6
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 6
PREAX - PACE SELECT ADVISORS TRUST - PACE Global Real Estate Securities Investments Class A 6
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 6
National Asset Management, Inc. 6
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 6
Nbc Securities, Inc. 6
Cibc World Markets Corp 6
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 6
Van Eck Associates Corp 6
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 6
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 6
Daiwa Securities Group Inc. 6
Elequin Capital Lp 6
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 6
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 6
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 6
Zacks Investment Management 6
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 6
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 6
PENN SERIES FUNDS INC - Small Cap Index Fund 6
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 6
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 6
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 6
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 6
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 6
Nordea Investment Management Ab 6
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 6
Algert Global Llc 6
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 6
RSSL - Global X Funds - Global X Russell 2000 ETF 6
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 6
Texas Permanent School Fund 6
Gradient Investments LLC 6
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 6
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 6
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 6
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 6
International Assets Investment Management, Llc 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
PDT Partners, LLC 6
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 6
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 6
Vanguard Specialized Funds 6
Money Concepts Capital Corp 6
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 6
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 6
Brown Brothers Harriman & Co 6
Principal Securities, Inc. 6
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund 6
Martingale Asset Management L P 6
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 6
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 6
Segantii Capital Management Ltd 6
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 6
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 6
Capital Performance Advisors Llp 6
Trust Co Of Vermont 6
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 6
BNP Paribas Asset Management Holding S.A. 6
Tfs Capital Investment Trust 6
Neuberger Berman Real Estate Securities Income Fund Inc 6
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF 6
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 6
GQRE - FlexShares Trust - FlexShares Global Quality Real Estate Index Fund 6
Evoke Wealth, Llc 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
Ground Swell Capital, LLC 6
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF 6
Teachers Retirement System Of The State Of Kentucky 6
HGC Investment Management Inc. 6
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
United Services Automobile Association 6
CI Private Wealth, LLC 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 6
IHT Wealth Management, LLC 6
MASTER BOND LLC - Master Total Return Portfolio 6
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF 6
Private Management Group Inc 6
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 6
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF 6
Ancora Advisors, LLC 6
Seacrest Wealth Management, Llc 6
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 6
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 6
Register Financial Advisors LLC 6
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 6
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 6
Beryl Capital Management LLC 5
Schechter Investment Advisors, LLC 5
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 5
Kayne Anderson Rudnick Investment Management Llc 5
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 5
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 5
American National Bank 5
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 5
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 5
APG Asset Management N.V. 5
Cribstone Capital Management, LLC 5
Delta Asset Management Llc/tn 5
Boston Trust Walden Corp 5
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 5
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 5
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 5
Integrated Wealth Concepts LLC 5
Sofos Investments, Inc. 5
Ing Groep Nv 5
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 5
Loomis Sayles & Co L P 5
Sonora Investment Management, LLC 5
VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral 5
LS Investment Advisors, LLC 5
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 5
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 5
Xponance, Inc. 5
Quantamental Technologies LLC 5
Menta Capital Llc 5
Gabelli Global Utility & Income Trust 5
Lsv Asset Management 5
Contravisory Investment Management, Inc. 5
Benjamin F. Edwards & Company, Inc. 5
Managed Account Advisors Llc 5
Carroll Financial Associates, Inc. 5
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 5
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 5
Brinker Capital Inc 5
Boston Partners 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 5
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 5
Lenox Wealth Advisors, LLC 5
Independent Advisor Alliance 5
Riverview Trust Co 5
Caas Capital Management Lp 5
Advanced Series Trust - Ast International Growth Portfolio 5
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 5
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 5
Ameritas Investment Corp 5
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 5
Russell Frank Co/ 5
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 5
Caitong International Asset Management Co., Ltd 5
Veriti Management LLC 5
Avantax Advisory Services, Inc. 5
Monashee Investment Management LLC 5
Capital Analysts, Inc. 5
Sequoia Financial Advisors, LLC 5
Capital World Investors 5
Voya Financial Advisors, Inc. 5
Utah Retirement Systems 5
Waterfront Capital Partners, LLC 5
Mitsubishi UFJ Trust & Banking Corp 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 5
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 5
New York Life Investment Management Llc 5
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 5
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C 5
DAACX - Adviser Managed Trust - Diversified Equity Fund 5
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 5
Pictet Asset Management Ltd 5
Flagship Harbor Advisors, Llc 5
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 5
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 5
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 5
Taconic Capital Advisors LP 5
Westwood Holdings Group Inc 5
Sutton Wealth Advisors Inc. 5
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 5
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 5
Atlantic Trust, LLC 5
Oppenheimer Asset Management Inc. 5
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 5
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 5
J.w. Cole Advisors, Inc. 5
Envestnet Portfolio Solutions, Inc. 5
BRYN MAWR TRUST Co 5
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 5
Pinnacle Financial Partners Inc 5
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 5
DRN - Direxion Shares ETF Trust - Direxion Daily MSCI Real Estate Bull 3X Shares 5
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 5
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 5
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 5
Tri-continental Corp 5
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 5
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF 5
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 5
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 5
CIBC Asset Management Inc 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 5
Avion Wealth 5
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 5
ETRADE Capital Management LLC 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 5
Evercore Wealth Management, LLC 5
Pictet Asset Management Holding SA 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
Pine River Capital Management L.P. 5
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 5
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 5
Voloridge Investment Management, Llc 5
Wedbush Securities Inc 5
Karp Capital Management Corp 5
Klp Kapitalforvaltning As 5
Profunds - Profund Vp Oil & Gas 5
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 5
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 5
Exchange Traded Concepts, Llc 5
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 5
CRED - Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF 5
Convergence Investment Partners, LLC 5
Omnia Family Wealth, LLC 5
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 5
Dunhill Financial, LLC 5
Private Wealth Management Group, LLC 5
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 5
IGLAX - Voya MUTUAL FUNDS - Voya Global Real Estate Fund Class A 5
PURCX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM GLOBAL REAL ESTATE FUND Class C 5
Quest Partners LLC 5
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 5
ROOF - IndexIQ ETF Trust - IQ U.S. Real Estate Small Cap ETF 5
Eii Capital Management, Inc. 5
RDOG - ALPS ETF Trust - ALPS REIT Dividend Dogs ETF 5
UMA Financial Services, Inc. 5
Portside Wealth Group, LLC 5
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 5
Harvest Fund Management Co., Ltd 5
Ameritas Advisory Services, LLC 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
UniSuper Management Pty Ltd 5
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 5
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 5
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 5
Paradigm Asset Management Co Llc 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 5
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 5
Johnson Financial Group, Inc. 5
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF 5
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 5
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 5
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 5
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 5
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 5
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 5
Standard Life Aberdeen plc 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 5
DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class 5
Planning Capital Management Corp 5
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 5
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 5
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares 5
Teachers Insurance & Annuity Association Of America 5
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 5
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 5
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 5
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 5
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 5
Caldwell Securities, Inc 5
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 5
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A 5
Pinnacle Summer Investments, Inc. 5
Meiji Yasuda Asset Management Co Ltd. 5
BerganKDV Wealth Management, LLC 5
Cornercap Investment Counsel Inc 5
Nebula Research & Development LLC 5
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 5
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 5
Kempen Capital Management N.v. 5
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
Intrust Bank Na 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 5
Prudential Plc 5
Clear Street Llc 5
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 5
Independent Portfolio Consultants, Inc. 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
URTH - iShares, Inc. - iShares MSCI World ETF 5
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 5
Kovack Advisors, Inc. 5
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 5
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 5
Handelsbanken Fonder AB 5
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 5
Angelo Gordon & Co., L.p. 5
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A 5
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 5
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 5
MQS Management LLC 5
MBOVX - M FUND INC - M Large Cap Value Fund 5
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Special Opportunities Fund, Inc. 5
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 5
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 5
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 5
Snowden Capital Advisors LLC 5
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 5
Cbre Clarion Global Real Estate Income Fund 5
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 5
First Personal Financial Services 5
Regal Investment Advisors LLC 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 5
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
Caisse De Depot Et Placement Du Quebec 5
Tcw Strategic Income Fund Inc 5
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund 5
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 5
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 5
Wexford Capital Lp 5
Global Endowment Management, LP 5
Sumitomo Mitsui DS Asset Management Company, Ltd 5
Stephens Inc /ar/ 5
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 5
Aew Capital Management L P 5
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 5
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Ajo, Lp 5
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
Bb&t Securities, Llc 5
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 5
NewSquare Capital LLC 5
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 5
Lombard Odier Asset Management (Switzerland) SA 5
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
Jones Financial Companies Lllp 5
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 5
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 5
Edgestream Partners, L.P. 5
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 5
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I 5
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 5
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 5
Rise Advisors, LLC 5
OIOAX - RBB FUND, INC. - Orinda Income Opportunities Fund Class A 5
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 5
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 5
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 5
Grantham, Mayo, Van Otterloo & Co. LLC 5
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 5
Bailard, Inc. 5
TCW ETF Trust - TCW Flexible Income ETF 5
Linden Advisors Lp 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 5
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 5
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 5
ARIIX - AB INSTITUTIONAL FUNDS INC - AB Global Real Estate Investment Fund II Class I 5
Cambria Investment Management, L.P. 5
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 5
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 5
Lombard Odier Asset Management (USA) Corp 5
Pathstone Family Office, Llc 5
A.R.T. Advisors, LLC 5
Alpine Global Premier Properties Fund 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Real Estate Shares VCT Portfolio : Class I 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 5
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
Highland Capital Management Fund Advisors, L.p. 5
TIG Advisors, LLC 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
Cornerstone Planning Group LLC 5
Winton Diversified Opportunities Fund 5
WPS - iSHARES TRUST - iShares International Developed Property ETF 5
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 5
Myriad Asset Management Ltd. 5
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 5
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 5
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 5
EJF Capital LLC 5
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 5
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 5
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 5
Oppenheimer & Co Inc 5
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 5
Brookfield Asset Management Inc. 5
Maven Securities LTD 5
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 5
BlackRock Credit Strategies Fund 5
Bokf, Na 5
Cetera Investment Advisers 5
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 5
Ontario Teachers Pension Plan Board 5
Numeric Investors Llc 5
PENN SERIES FUNDS INC - Developed International Index Fund 5
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 5
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 5
Securian Funds Trust - SFT Core Bond Fund Class 1 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 5
Aster Capital Management (DIFC) Ltd 5
Hazlett, Burt & Watson, Inc. 5
Avantax Planning Partners, Inc. 5
Ashton Thomas Private Wealth, LLC 5
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 5
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 5
Advanced Series Trust - Ast Advanced Strategies Portfolio 5
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 5
National Planning Corp 5
Spring Creek Capital Llc 5
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 5
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 5
BRACX - Blackrock Allocation Target Shares - Bats Series C 5
Acrospire Investment Management LLC 5
Forsta Ap-fonden 5
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 5
Alpine Associates Management Inc. 5
AE Wealth Management LLC 5
Pinnacle Wealth Planning Services, Inc. 5
Stephens Consulting, LLC 5
Alphasimplex Group, Llc 5
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 5
Larson Financial Group LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 5
SOUTH STATE Corp 5
Merit Financial Group, LLC 5
First Quadrant L P/ca 5
Douglas Lane & Associates, LLC 5
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 5
Mckinley Capital Management Llc /delaware 4
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 4
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 4
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 4
Xact Kapitalforvaltning AB 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 4
Teton Westwood Funds 4
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 4
Elkfork Partners LLC 4
Nuveen Real Estate Income Fund 4
Vanguard World Fund 4
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 4
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 4
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 4
Periscope Capital Inc. 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
Gillson Capital LP 4
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 4
Glen Harbor Capital Management LLC 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 4
Advantage Investment Management, Llc 4
Gabelli Multimedia Trust Inc. 4
Assenagon Asset Management S.A. 4
Kennedy Capital Management, Inc. 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 4
Westside Investment Management, Inc. 4
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 4
Vivaldi Capital Management, LLC 4
Hazelview Securities Inc. 4
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 4
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 4
Santa Monica Partners Lp 4
Pendal Group Ltd 4
Tiaa, Fsb 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
Capital Bank & Trust Co 4
Csenge Advisory Group 4
Legacy Advisors, LLC 4
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 4
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 4
MSBPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Focus Real Estate Portfolio Class IS 4
Avenir Corp 4
FourThought Financial, LLC 4
Massachusetts Financial Services Co /ma/ 4
University Of Texas/texas Am Investment Managment Co 4
Newbridge Financial Services Group, Inc. 4
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class 4
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 4
V3 Capital Management, L.P. 4
Systematic Financial Management Lp 4
Heitman Real Estate Securities Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 4
Continuum Advisory, LLC 4
NewEdge Wealth, LLC 4
M&g Investment Management Ltd 4
K2 Principal Fund, L.p. 4
Littlejohn & Co Llc 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
Guardian Wealth Advisors, LLC 4
Fiera Capital Corp 4
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 4
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 4
Hartford Investment Management Co 4
Exos Asset Management LLC 4
Colony Group Llc 4
Agf Investments Inc. 4
Tradition Wealth Management, LLC 4
Bridgefront Capital, LLC 4
Bck Capital Management Lp 4
Mizuho Markets Americas Llc 4
Hemington Wealth Management 4
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF 4
Commerce Bank 4
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 4
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 4
Kestra Advisory Services, LLC 4
Planned Solutions, Inc. 4
RBB FUND, INC. - Adara Smaller Companies Fund 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 4
BlackRock Group LTD 4
Abound Wealth Management 4
BlackRock Japan Co. Ltd 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
Aviva Plc 4
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 4
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 4
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 4
Royal Fund Management, LLC 4
Bridgewater Associates, LP 4
Brinker Capital Investments, LLC 4
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 4
Employees Retirement System of Texas 4
CVA Family Office, LLC 4
Ethic Inc. 4
Woodline Partners LP 4
Amerivest Investment Management LLC 4
Gyon Technologies Capital Management, LP 4
Pinz Capital Management, LP 4
Marks Group Wealth Management, Inc 4
Key FInancial Inc 4
P Schoenfeld Asset Management Lp 4
Longfellow Investment Management Co Llc 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
ASRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Global Real Estate Income Fund CLASS A 4
NGRAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Global Real Estate Fund Class A 4
NBRIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Real Estate Fund Institutional Class 4
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
Entropy Technologies, LP 4
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 4
Clinton Group Inc 4
Old Mutual Global Investors (UK) Ltd. 4
Wetherby Asset Management Inc 4
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 4
Bartlett & Co. Wealth Management Llc 4
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 4
Evermay Wealth Management Llc 4
Frischer Charles L 4
Sachetta, LLC 4
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
Chicago Equity Partners Llc 4
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND 4
Motco 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 4
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 4
Princeton Alpha Management LP 4
Northwest Financial Advisors 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
Roble, Belko & Company, Inc 4
Bruce G. Allen Investments, LLC 4
First Citizens Bank & Trust Co 4
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 4
Confluence Investment Management Llc 4
IFC Holdings Incorporated/FL 4
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 4
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 4
Checchi Capital Advisers, LLC 4
Vident Advisory, LLC 4
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 4
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 4
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 4
Highland Capital Management Lp 4
Wealthcare Capital Management Llc 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
C M Bidwell & Associates Ltd 4
MGLAX - MFS SERIES TRUST XIII - MFS Global Real Estate Fund A 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
FIDELITY ADVISOR SERIES I - Fidelity Real Estate High Income Fund 4
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 4
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 4
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 4
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 4
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 4
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 4
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 4
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 4
Cape Investment Advisory, Inc. 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 4
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 4
REAI - Tidal ETF Trust - Private Real Estate Strategy via Liquid REITs ETF 4
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 4
Levin Capital Strategies, L.p. 4
Profund Advisors Llc 4
Stevens Capital Management Lp 4
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 4
Bbr Partners, Llc 4
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
Uniplan Investment Counsel, Inc. 4
Cipher Capital LP 4
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 4
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4
Heritage Wealth Advisors 4
SECOR Capital Advisors, LP 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
Tfs Capital Llc 4
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 4
Eqis Capital Management, Inc. 4
NRFAX - Natixis Funds Trust IV - AEW Global Focused Real Estate Fund Class A 4
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class 4
Globeflex Capital L P 4
Mutual Of America Capital Management Llc 4
FIRAX - FIDELITY SELECT PORTFOLIOS - Fidelity International Real Estate Fund Fidelity Advisor International Real Estate Fund: Class A 4
FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A 4
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 4
BTC Capital Management, Inc. 4
SREAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Select Real Estate Fund Class A 4
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
Gts Securities Llc 4
GEM Realty Capital 4
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 4
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 4
Cantor Fitzgerald, L. P. 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 4
Waratah Capital Advisors Ltd. 4
Financial Management Professionals, Inc. 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 4
Perpetual Ltd 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 4
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 4
Oaktree Capital Management Lp 4
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 4
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 4
Enterprise Financial Services Corp 4
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 4
RMR Advisors LLC 4
Vanderbilt University 4
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 4
ClariVest Asset Management LLC 4
Jaffetilchin Investment Partners, LLC 4
Barings Llc 4
Louisiana State Employees Retirement System 4
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 4
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 4
Thompson Davis & Co., Inc. 4
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 4
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 4
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 4
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
Dorsey Wright & Associates 4
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 4
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 4
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 4
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
Yorktown Management & Research Co Inc 4
Plante Moran Financial Advisors, LLC 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 4
IREAX - IVY FUNDS - Ivy LaSalle Global Real Estate Fund Class A 4
Meritage Portfolio Management 4
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 4
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 4
MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class 4
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 4
Mizuho Securities Usa Llc 4
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A 4
Gf Fund Management Co. Ltd. 4
Mason Street Advisors, Llc 4
Radcliffe Capital Management, L.P. 4
Sculptor Capital LP 4
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 4
Tocqueville Asset Management L.p. 4
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund 4
Raymond James Trust N.a. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 4
MGETX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Real Estate Portfolio Class II 4
HighVista Strategies LLC 4
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 4
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
Buckingham Strategic Wealth, Llc 4
Pentwater Capital Management LP 4
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 4
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 4
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
First Mercantile Trust Co 4
AlphaMark Advisors, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial 4
Bleakley Financial Group, LLC 4
MRLAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Real Estate Portfolio Class I 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 4
Spot Trading L.L.C 4
MML Series Investment Fund II - MML Blend Fund Initial Class 4
Tarbox Family Office, Inc. 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Nine Chapters Capital Management LLC 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
FLDFX - Meeder Funds - BALANCED FUND Retail Class 4
Municipal Employees' Retirement System of Michigan 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
Sigma Planning Corp 4
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 4
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 4
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 4
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A 4
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 4
Wealth Enhancement Advisory Services, Llc 4
Spirit Of America Management Corp/ny 4
Atria Investments Llc 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 4
Capstone Asset Management Co 4
Fisher Asset Management, LLC 4
Telemus Capital, Llc 4
Quantitative Systematic Strategies LLC 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4
Edge Wealth Management LLC 4
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF 4
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Gulf International Bank (UK) Ltd 4
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 4
Balentine LLC 4
EP Wealth Advisors, Inc. 4
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 4
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 4
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 4
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 4
Focused Wealth Management, Inc 4
Earnest Partners Llc 4
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 4
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 4
MCF Advisors LLC 4
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 4
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 4
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 4
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 4
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF 4
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 4
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
ADVANCED SERIES TRUST - AST Cohen & Steers Global Realty Portfolio 4
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 4
GURAX - GUGGENHEIM FUNDS TRUST - Guggenheim Risk Managed Real Estate Fund A-Class 4
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 4
GUMAX - GUGGENHEIM FUNDS TRUST - Guggenheim Market Neutral Real Estate Fund Class A 4
Orinda Asset Management LLC 4
Beaird Harris Wealth Management, LLC 4
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 4
Belvedere Trading LLC 4
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
Trust Co 4
Koshinski Asset Management, Inc. 4
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 4
Jericho Capital Asset Management L.P. 4
Resona Asset Management Co.,Ltd. 4
Capital Guardian Trust Co 4
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 4
Koch Industries Inc 4
Navellier & Associates Inc 4
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 4
PCJ Investment Counsel Ltd. 4
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 4
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S 4
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 4
HAP Trading, LLC 4
Cowen Investment Management LLC 4
Walker Asset Management, LLC 4
Arden Investment Series Trust 4
Coastal Investment Advisors, Inc. 4
Yakira Capital Management, Inc. 4
Joseph P. Lucia & Associates, LLC 4
Prestige Wealth Management Group LLC 4
Mraz, Amerine & Associates, Inc. 4
Easterly Investment Partners Llc 4
Treasurer of the State of North Carolina 4
Gyl Financial Synergies, Llc 4
Wealthfront Advisers Llc 4
Tuttle Tactical Management LLC 4
Global X Management CO LLC 4
Antara Capital LP 4
Atom Investors LP 4
Zions Bancorporation, N.A. 4
Townsquare Capital Llc 4
Blueshift Asset Management, LLC 4
Aristotle Capital Management, LLC 4
Costello Asset Management, INC 4
Pearl River Capital, LLC 4
Cary Street Partner Investment Advisory Llc 4
Vanguard Whitehall Funds 4
Wiley Bros.-aintree Capital, Llc 4
Beacon Pointe Advisors, LLC 4
Harel Insurance Investments & Financial Services Ltd. 4
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
Sanders Morris Harris Llc 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 4
Mount Yale Investment Advisors, LLC 4
Nicola Wealth Management Ltd. 4
Polar Asset Management Partners Inc. 4
Centersquare Investment Management Llc 4
Harvest Group Wealth Management, Llc 4
Solstein Capital, LLC 4
Hughes Financial Services, LLC 4
Financial Advocates Investment Management 4
Pitcairn Co 4
Asset Dedication, LLC 4
Mizuho Trust & Banking Co., Ltd. 4
Athanor Capital, Lp 4
Holocene Advisors, LP 4
Mint Tower Capital Management B.V. 4
Exane Derivatives 4
NumerixS Investment Technologies Inc 4
Trustcore Financial Services, Llc 4
TENOR CAPITAL MANAGEMENT Co., L.P. 4
Claraphi Advisory Network, LLC 4
Ab Pooling Portfolios 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
WFG Advisors, LP 4
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 4
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 4
NN Investment Partners Holdings N.V. 4
Meteora Capital, LLC 4
Acap Strategic Fund 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
Griffin Institutional Access Real Estate Fund 4
Nuveen Multi-Asset Income Fund 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
Societe Generale 4
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 4
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 4
Financial Counselors Inc 4
Rafferty Asset Management, LLC 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
Owl Creek Asset Management, L.P. 4
Bulldog Investors, LLP 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
Morgan Stanley Income Securities Inc 4
HGI Capital Management, LLC 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
Calamos Strategic Total Return Fund 4
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 4
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 4
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 4
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 4
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
Principal Real Estate Income Fund 4
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 4
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 4
361 Capital Llc 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
Quinn Opportunity Partners LLC 4
Rydex Etf Trust 4
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 4
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 4
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 4
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 4
Lombard Odier Asset Management (Europe) Ltd 4
Allstate Corp 4
Senator Investment Group LP 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
Point72 Asia (Singapore) Pte. Ltd. 4
AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND INC - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 4
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 4
Diversified Real Asset Income Fund 4
Mml Investors Services, Llc 4
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
Lincoln National Corp 4
Westpac Banking Corp 4
Fifth Lane Capital, Lp 4
People's United Financial, Inc. 4
Cornerstone Capital Management Holdings Llc. 4
Capula Management Ltd 4
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 4
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 4
Riverhead Capital Management Llc 4
Metis Global Partners, LLC 4
Omni Partners Llp 4
Boston Private Wealth Llc 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
Johnson Investment Counsel Inc 4
Bank Of Nova Scotia 4
BNP Paribas Investment Partners S.A. 4
Wealthspire Advisors, L.P. 4
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 4
SAC Capital Advisors LP 4
City National Bank 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
Red Tortoise LLC 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 4
Winton Series Trust 3
Fir Tree Capital Management Lp 3
Mangrove Partners 3
Water Island Capital Llc 3
Carlson Capital L P 3
Whitebox Advisors Llc 3
Assured Investment Management LLC 3
Fortress Investment Group LLC 3
Oppenheimer Funds Inc 3
Caxton Associates Lp 3
Janus Capital Management Llc 3
Bamco Inc /ny/ 3
Europacific Growth Fund 3
Clal Insurance Enterprises Holdings Ltd 3
Wcm Investment Management, Llc 3
Horizon Kinetics LLC 3
Endeavour Capital Advisors Inc 3
MSD Partners, L.P. 3
Corsair Capital Management, L.p. 3
Brigade Capital Management, Lp 3
Kingdon Capital Management, L.l.c. 3
Akre Capital Management Llc 3
Lord, Abbett & Co. Llc 3
New World Fund Inc 3
Steelhead Partners Llc 3
LDR Capital Management LLC 3
Jupiter Asset Management Ltd 3
Pinnacle Associates Ltd 3
Burgundy Asset Management Ltd. 3
Td Asset Management Inc 3
Amica Mutual Insurance Co 3
Cbre Clarion Securities Llc 3
Westfield Capital Management Co Lp 3
IBM Retirement Fund 3
Covington Capital Management 3
Wilbanks Smith & Thomas Asset Management Llc 3
Chilton Capital Management Llc 3
Great Lakes Advisors, Llc 3
WASHINGTON TRUST Co 3
Baldwin Brothers Inc/ma 3
Bank Of Nova Scotia Trust Co 3
Forward Management, LLC 3
BBVA USA Bancshares, Inc. 3
Roundview Capital LLC 3
Fort Washington Investment Advisors Inc /oh/ 3
Securian Asset Management, Inc 3
Cooke & Bieler Lp 3
RidgeWorth Capital Management LLC 3
Brave Asset Management Inc 3
Kayne Anderson Capital Advisors Lp 3
BOK Financial Private Wealth, Inc. 3
AMG National Trust Bank 3
Brown Advisory Securities, LLC 3
Robeco Institutional Asset Management B.V. 3
Investors Capital Advisory Services 3
Quantitative Investment Management, LLC 3
Verus Financial Partners, Inc. 3
Smithfield Trust Co 3
Beutel, Goodman & Co Ltd. 3
Bartlett & Co. LLC 3
Parkwood LLC 3
Stonebridge Capital Advisors LLC 3
Chartwell Investment Partners, Llc 3
Schwartz Investment Counsel Inc 3
Smith Asset Management Group Lp 3
Pictet & Cie (Europe) SA 3
Cadence Capital Management Llc 3
Grimes & Company, Inc. 3
Arrow Investment Advisors, LLC 3
Community Bank, N.A. 3
Perigon Wealth Management, LLC 3
Apollo Management Holdings, L.P. 3
Driehaus Capital Management Llc 3
Fuller & Thaler Asset Management, Inc. 3
Calamos Wealth Management LLC 3
Gould Asset Management Llc /ca/ 3
Aris Wealth Services, Inc. 3
Greenleaf Trust 3
APG Asset Management US Inc. 3
Shelton Capital Management 3
GSI Capital Advisors LLC 3
Reilly Financial Advisors, Llc 3
State of New Jersey Common Pension Fund E 3
South Dakota Investment Council 3
Gemmer Asset Management LLC 3
Karpas Strategies, Llc 3
Financial Architects, Inc 3
Teton Advisors, Inc. 3
Colonial Trust Advisors 3
Cortland Associates Inc/mo 3
Private Bank & Trust Co 3
Monarch Partners Asset Management LLC 3
Rational Advisors Llc 3
Beck Mack & Oliver Llc 3
Trust Co Of Oklahoma 3
SOL Capital Management CO 3
Tradewinds Capital Management, LLC 3
Presima Inc. 3
Essex Financial Services, Inc. 3
Ballentine Partners, LLC 3
First Heartland Consultants, Inc. 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
Americafirst Capital Management, Llc 3
Joel Isaacson & Co., LLC 3
Advent Capital Management /de/ 3
Endurance Wealth Management, Inc. 3
Cutler Capital Management, LLC 3
World Asset Management Inc 3
Winslow, Evans & Crocker, Inc. 3
St Germain D J Co Inc 3
Coastline Trust Co 3
Howe & Rusling Inc 3
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 3
Vigilant Capital Management, LLC 3
Duncker Streett & Co Inc 3
WealthTrust-Arizona, LLC 3
Zurich Insurance Group Ltd/FI 3
QCM Cayman, Ltd. 3
Avalon Advisors, Llc 3
American Trust Investment Advisors, LLC 3
Calamos Advisors LLC 3
Mycio Wealth Partners, Llc 3
Kellner Capital, LLC 3
Waldron Private Wealth LLC 3
Commerzbank Aktiengesellschaft /fi 3
Savant Capital, LLC 3
MUFG Securities EMEA plc 3
Windsor Capital Management, LLC 3
Bray Capital Advisors 3
Intersect Capital LLC 3
State Of Michigan Retirement System 3
Cullen/frost Bankers, Inc. 3
Paragon Capital Management Ltd 3
Shinko Asset Management Co., Ltd. 3
Leavell Investment Management, Inc. 3
Old Point Trust & Financial Services N A 3
Foundry Partners, LLC 3
Tompkins Financial Corp 3
GW&K Investment Management, LLC 3
Cheyne Capital Management (UK) LLP 3
Chevy Chase Trust Holdings, Inc. 3
Barnett & Company, Inc. 3
Brookstone Capital Management 3
Dakota Wealth Management 3
Baystate Wealth Management LLC 3
Lawson Kroeker Investment Management Inc/ne 3
Denali Advisors Llc 3
Beacon Financial Group 3
Park National Corp /oh/ 3
Moody National Bank Trust Division 3
Nwam Llc 3
Third Avenue Management Llc 3
Foster & Motley Inc 3
Ssi Investment Management Llc 3
Bowling Portfolio Management LLC 3
Exencial Wealth Advisors, Llc 3
Montag A & Associates Inc 3
Greenwich Wealth Management LLC 3
JBF Capital, Inc. 3
Chicago Partners Investment Group LLC 3
Vident Investment Advisory, LLC 3
Amica Retiree Medical Trust 3
Amica Pension Fund Board Of Trustees 3
James Investment Research Inc 3
Searle & Co. 3
Diversified Trust Co 3
Oakworth Capital, Inc. 3
Family Management Corp 3
Liberty Mutual Group Asset Management Inc. 3
FineMark National Bank & Trust 3
Piermont Capital Management LLC 3
Crestwood Advisors Group LLC 3
Freestone Capital Holdings, LLC 3
Nair Vinay 3
Potomac Capital Management, Inc. 3
USS Investment Management Ltd 3
Virginia Retirement System 3
Price Michael F 3
Clean Yield Group 3
TRUE Private Wealth Advisors 3
Verde Servicos Internacionais S.A. 3
Renaissance Group Llc 3
Blackstone Group Inc 3
Washington Trust Bank 3
Brevan Howard Capital Management LP 3
NorthRock Partners, LLC 3
Hancock Whitney Corp 3
Crawford Investment Counsel Inc 3
Citizens Financial Group Inc/ri 3
Institute for Wealth Management, LLC. 3
Giverny Capital Inc. 3
Dana Investment Advisors, Inc. 3
First Allied Advisory Services, Inc. 3
Tcw Group Inc 3
Invictus RG 3
Tlp Group Llc 3
Aristotle Capital Boston, LLC 3
Bluefin Trading, LLC 3
Zimmer Partners, LP 3
Itau Unibanco Holding S.A. 3
Virtus Investment Advisers, Inc. 3
New Mexico Educational Retirement Board 3
Dubuque Bank & Trust Co 3
Institutional & Family Asset Management, Llc 3
Deere & Co 3
DRW Securities, LLC 3
Clearline Capital LP 3
Fft Wealth Management Llc 3
Banco BTG Pactual S.A. 3
Baird Robert W & Co Inc /wi/ 3
BlueCrest Capital Management LLP 3
Jane Street Holding, LLC 3
Sei Trust Co 3
Cable Hill Partners, LLC 3
Bellwether Investment Group, LLC 3
Wealthcare Advisory Partners LLC 3
Harbour Capital Advisors, LLC 3
Peregrine Capital Management Llc 3
Ibex Wealth Advisors 3
Kepos Capital LP 3
Simon Quick Advisors, Llc 3
Mascoma Wealth Management LLC 3
AGF Investments LLC 3
First Capital Advisors Group, LLC. 3
Teza Capital Management LLC 3
Capital Investment Advisory Services, LLC 3
DLD Asset Management, LP 3
Banco Santander, S.A. 3
Meadow Creek Investment Management LLC 3
Summit Global Investments 3
Fortis Advisors, LLC 3
IFM Investors Pty Ltd 3
Ursa Fund Management, LLC 3
PenderFund Capital Management Ltd. 3
Achmea Investment Management B.V. 3
Blue Sky Asset Management, LLC 3
Ahrens Investment Partners LLC 3
Lighthouse Investment Partners, LLC 3
Oppenheimer Limited-term Bond Fund 3
Oppenheimer Capital Income Fund 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 3
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
Forum Funds 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 3
Oppenheimer Corporate Bond Fund 3
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 3
FAINX - MSS Series Trust - Fallen Angels Income Fund 3
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 3
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 3
Td Asset Management Usa Funds Inc. 3
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 3
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 3
Virtus Global Dividend & Income Fund Inc. 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 3
Oppenheimer Integrity Funds 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
Ironbridge Funds, Inc. 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
Gdl Fund 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
IRFAX - Cohen & Steers International Realty Fund, Inc. - Cohen & Steers International Realty Fund, Inc. Class A 3
Cohen & Steers Infrastructure Fund Inc 3
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc. 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
Cohen & Steers Reit & Preferred Income Fund Inc 3
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
CSEIX - COHEN & STEERS REAL ESTATE SECURITIES FUND INC - Cohen & Steers Real Estate Securities Fund Class A 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
John Hancock Financial Opportunities Fund 3
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 3
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 3
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
Transamerica Partners Portfolios 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
Transamerica Partners Funds Group Ii 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
Royce Micro-cap Trust, Inc /md/ 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 3
WIREX - PFS FUNDS - Wireless Fund 3
Advantage Advisers Xanthus Fund, L.l.c. 3
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 3
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
Delaware Investments Dividend & Income Fund, Inc 3
Cca Investments Trust 3
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 3
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 3
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 3
Sentinel Variable Products Trust 3
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 3
GOODX - GoodHaven Funds Trust - GoodHaven Fund 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
Sentinel Group Funds Inc 3
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 3
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 3
Global Opportunities Portfolio - Global Opportunities Portfolio 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 3
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 3
Oppenheimer Global Real Estate Fund 3
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 3
Elevation Etf Trust 3
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 3
Franklin Templeton International Trust 3
FREEX - Franklin Real Estate Securities Trust - Franklin Real Estate Securities Fund Class A 3
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 3
Wells Fargo Global Dividend Opportunity Fund 3
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
Bancroft Fund Ltd 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
Oppenheimer Global Strategic Income Fund 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 3
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 3
Bedel Financial Consulting, Inc. 3
CenterStar Asset Management, LLC 3
Squar Milner Financial Services Llc 3
Tibra Equities Europe Ltd 3
Taylor Hoffman Wealth Management 3
Truewealth Llc 3
Red Cedar Capital, LLC 3
Nissay Asset Management Corp /japan/ /adv 3
Sb Investment Advisers (uk) Ltd 3
CWM Advisors, LLC 3
Lake Street Advisors Group, Llc 3
Brasada Capital Management, Lp 3
Prime Capital Investment Advisors, LLC 3
Wagner Wealth Management, Llc 3
Paulson Wealth Management Inc. 3
Centerpoint Advisors, LLC 3
Nvwm, Llc 3
Castleview Partners, Llc 3
Altshuler Shaham Ltd 3
Cvi Holdings, Llc 3
Rvb Capital Management Llc 3
Redpoint Investment Management Pty Ltd 3
Pflug Koory, LLC 3
Hill Winds Capital LP 3
Delta Investment Management, LLC 3
Nachman Norwood & Parrott, Inc 3
Allred Capital Management, LLC 3
Vision Capital Corp 3
FinTrust Capital Advisors, LLC 3
Next Capital Management LLC 3
Islet Management, LP 3
Weld Capital Management Llc 3
Global Wealth Management Investment Advisory, Inc. 3
Howard Financial Services, Ltd. 3
Qtron Investments LLC 3
Manchester Financial Inc 3
Kcl Capital, L.p. 3
Princeton Global Asset Management LLC 3
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 3
Comerica Securities,inc. 3
Next Financial Holdings 3
WealthStone, Inc. 3
Inscription Capital, LLC 3
Horizon Kinetics Asset Management Llc 3
Jump Trading, Llc 3
Campbell Multi-strategy Trust 3
American Fidelity Dual Strategy Fund Inc 3
Ramius Advisors Llc 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) 3
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 3
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
NOBOX - Northern Funds - Northern Bond Index Fund 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H 3
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
Advanced Series Trust - Ast Small-cap Value Portfolio 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
SETAX - Sei Institutional Managed Trust - Simt Real Estate Fund Class F 3
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 3
SSRSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Real Estate Securities V.I.S. Fund Class 1 Shares 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 3
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 3
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 3
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 3
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 3
RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity 3
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 3
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 3
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 3
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 3
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 3
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class 3
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 3
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3
Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 3
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 3
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund 3
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
ICRPX - Voya INVESTORS TRUST - VY(R) Clarion Real Estate Portfolio Class ADV 3
MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 3
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 3
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 3
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 3
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 3
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
IPFF - iSHARES TRUST - iShares International Preferred Stock ETF 3
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 3
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 3
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 3
ACSKX - American Century Investment Trust - Short Duration Fund C Class 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 3
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 3
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 3
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 3
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 3
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 3
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 3
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 3
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 3
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 3
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 3
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 3
Profunds - Profund Vp Financials 3
Profunds - Profund Vp Real Estate 3
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 3
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 3
PXRAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps International Real Estate Securities Fund Class A 3
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
GARJX - GOLDMAN SACHS TRUST - Goldman Sachs Global Real Estate Securities Fund Investor Shares 3
OHIO NATIONAL FUND INC - ON International Equity Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 3
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 3
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 3
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 3
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 3
WFLEX - ADVISORS' INNER CIRCLE FUND - Westwood Flexible Income Fund INSTITUTIONAL SHARES 3
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 3
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A 3
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares 3
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 3
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 3
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 3
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 3
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class 3
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 3
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 3
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
REACX - American Century Capital Portfolios Inc - Real Estate Fund Investor Class 3
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 3
FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A 3
DGRPX - DELAWARE GROUP ADVISER FUNDS - Delaware Global Real Estate Opportunities Fund Class A 3
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 3
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 3
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio 3
FFERX - FIDELITY SELECT PORTFOLIOS - Fidelity Flex Real Estate Fund 3
ANREX - American Century Capital Portfolios Inc - Nt Global Real Estate Fund Investor Class 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
TGREX - TCW FUNDS INC - TCW Global Real Estate Fund Class I 3
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 3
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 3
Thrivent Core Funds - Thrivent Core International Equity Fund 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 3
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 3
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
IYF - iSHARES TRUST - iShares U.S. Financials ETF 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 3
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 3
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 3
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
DAREX - Dunham Funds - Dunham Real Estate Stock Fund Class A 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 3
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 3
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 3
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 3
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 3
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 3
REPIX - Profunds - Real Estate Ultrasector Profund Investor Class 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 3
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 3
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 3
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 3
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 3
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 3
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 3
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 3
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 3
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 3
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 3
AREX Capital Management, LP 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 3
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 3
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 3
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 3
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 3
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 3
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 3
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 3
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 3
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 3
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 3
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
Tsfg, Llc 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 3
CLARX - Voya EQUITY TRUST - Voya Real Estate Fund Class A 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 3
VCIEX - VALIC Co I - International Equities Index Fund 3
VCINX - VALIC Co I - International Growth Fund 3
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 3
UYG - PROSHARES TRUST - ProShares Ultra Financials 3
URE - PROSHARES TRUST - ProShares Ultra Real Estate 3
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
KBWY - Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF 3
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
Sugarloaf Wealth Management, LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 3
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
Samalin Investment Counsel, LLC 3
Venture Visionary Partners LLC 3
Illinois Municipal Retirement Fund 3
PIMCO Energy & Tactical Credit Opportunities Fund 3
Principal Diversified Select Real Asset Fund 3
Firestone Capital Management 3
Keebeck Alpha, LP 3
Carolinas Wealth Consulting Llc 3
Hohimer Wealth Management, Llc 3
Arkadios Wealth Advisors 3
Twinbeech Capital Lp 3
Wealth Quarterback LLC 3
Verus Capital Partners, Llc 3
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 3
BI Asset Management Fondsmaeglerselskab A/S 3
HighMark Wealth Management LLC 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
Daiwa Capital Markets America Inc. 3
Northern Trust Co Of Connecticut 3
Jackson Square Capital, Llc 3
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 3
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 3
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 3
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 3
ARSFX - Investment Managers Series Trust - Aristotle International Equity Fund Class I 3
HLRRX - World Funds Trust - REMS Real Estate Value-Opportunity Fund Institutional Shares 3
CRCRX - MAINSTAY FUNDS TRUST - MainStay CBRE Real Estate Fund Class C 3
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 3
NETL - ETF Series Solutions - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 3
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 3
RBB FUND, INC. - Aquarius International Fund 3
WFA of San Diego, LLC 3
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
TFC Financial Management 3
Ten Capital Wealth Advisors, LLC 3
Paces Ferry Wealth Advisors, Llc 3
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
Johnson Midwest Financial, LLC 3
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 3
Aaron Wealth Advisors LLC 3
GPS Wealth Strategies Group, LLC 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Cannon Global Investment Management, LLC 3
Allegheny Financial Group LTD 3
Vantage Consulting Group Inc 3
TCG Advisory Services, LLC 3
Charter Oak Capital Management, LLC 3
Occudo Quantitative Strategies Lp 3
Freedman Financial Associates, Inc. 3
Coppell Advisory Solutions LLC 3
Lorne Steinberg Wealth Management Inc. 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 3
Shay Capital LLC 3
REIT - ALPS ETF Trust - ALPS Active REIT ETF 3
Better Money Decisions, LLC 3
AXS Investments LLC 3
Optiver Holding B.V. 3
Regency Capital Management Inc.\DE 3
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 3
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
JARIX - James Alpha Funds Trust - James Alpha Global Real Estate Investments Fund Class I 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
Activest Wealth Management 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 3
JRE - Janus Detroit Street Trust - Janus Henderson U.S. Real Estate ETF 3
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 3
Herold Advisors, Inc. 3
BlackRock ESG Capital Allocation Trust 3
Thirdline Real Estate Income Fund 3
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
Oak Thistle LLC 3
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 3
RIET - ETF Series Solutions - Hoya Capital High Dividend Yield ETF 3
Widmann Financial Services, Inc. 3
Maryland Capital Advisors Inc. 3
Missouri Trust & Investment Co 3
Steward Financial Group LLC 3
Buckingham Strategic Partners 3
Washington Trust Advisors, Inc. 3
Sagefield Capital LP 3
Aquatic Capital Management LLC 3
Zullo Investment Group, Inc. 3
Autumn Glory Partners, LLC 3
Raleigh Capital Management Inc. 3
AlphaCentric Advisors LLC 3
Meixler Investment Management, Ltd. 3
Householder Group Estate & Retirement Specialist, LLC 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
Tcwp Llc 3
Atria Wealth Solutions, Inc. 3
Angeles Wealth Management, Llc 3
Baader Bank INC 3
MRESX - Total Fund Solution - Cromwell CenterSquare Real Estate Fund Investor Class Shares 3
Hantz Financial Services, Inc. 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 3
CGRRX - Calvert Management Series - Calvert Global Real Estate Fund Class R6 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
Romano Brothers And Company 3
Mesirow Institutional Investment Management, Inc. 3
Exos TFP Holdings LLC 3
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 3
Fidelis Capital Partners, LLC 3
VitalStone Financial, LLC 3
Mendota Financial Group, LLC 3
Oversea-Chinese Banking CORP Ltd 3
Greenland Capital Management LP 3
Headlands Technologies LLC 3
Strategic Investment Solutions, Inc. /IL 3
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 3
PFG Investments, LLC 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 3
Financiere des Professionnels - Fonds d,investissement inc. 3
Anchor Investment Management, LLC 3
Fortitude Family Office, LLC 3
Twin Peaks Wealth Advisors, LLC 3
Frazier Financial Advisors, LLC 3
ClearAlpha Technologies LP 3
New Age Alpha Advisors, LLC 3
Susquehanna Portfolio Strategies, LLC 3
EntryPoint Capital, LLC 3
Pathstone Holdings, LLC 3
Colony Group, LLC 3
Accent Capital Management, LLC 3
Kapitalo Investimentos Ltda 3
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 3
American Capital Advisory, LLC 3
Triad Wealth Partners, LLC 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
Point72 (DIFC) Ltd 3
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 3
Ashton Thomas Securities, Llc 3
Td Private Client Wealth Llc 3
Cromwell Holdings LLC 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
Sanctuary Advisors, LLC 3
Highline Wealth Partners Llc 3
Catalyst Funds Management Pty Ltd 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
SBI Securities Co., Ltd. 3
Rialto Wealth Management, LLC 3
Transce3nd, LLC 3
USAF - 2023 ETF Series Trust - Atlas America Fund 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
Private Wealth Asset Management, LLC 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
Credential Qtrade Securities Inc. 3