BlackRock-advised Funds > BlackRock Funds III
BlackRock LifePath Index 2035 Fund
$7.74B
Avg Monthly Net Assets
$9.57B
Total Assets
$8.64M
Total Liabilities
$9.56B
Net Assets
BlackRock LifePath Index 2035 Fund is a Fund of Funds in BlackRock Funds III
from BlackRock-advised Funds,
based in Delaware,
United States of America.
The fund has four share classes
and monthly net assets of $7.74B.
On August 26th, 2024 it reported 12 holdings, the largest
being RUSSEL 1000 LIFEPATH (39.9%), iShares Core MSCI Total International Stock ETF (21.1%) and iShares US Securitized Bond Index Fund/BlackRock (7.6%).
Data provided by Fincoded.
Share Classes
| Name | Class/Contract ID | Ticker | Monthly Returns (2 years) |
|---|---|---|---|
| Class K | C000101148 | LIJKX | |
| Institutional | C000101147 | LIJIX | |
| Investor A | C000101146 | LIJAX | |
| Investor P | C000201972 | LIJPX |
Holdings
From latest NPORT-P, filed August 26th, 2024 for period ending June 30th, 2024.
Historic holdings data available from Fincoded.
| Name | Profile | Category | Country | Value $USD | # Shares | % of Fund |
|---|---|---|---|---|---|---|
| BlackRock Cash Funds: Institutional, SL Agency Shares (BlackRock Funds III) | Long | Short-term investment vehicle | US | $3M | 3M | 0.03 |
| BlackRock Cash Funds: Treasury, SL Agency Shares (BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES) | Long | Short-term investment vehicle | US | $21M | 21M | 0.22 |
| iShares Core MSCI Total International Stock ETF | Long | Equity-common | US | $2B | 30M | 21.13 |
| iShares Developed Real Estate Index Fund | Long | Equity-common | US | $301M | 33M | 3.15 |
| iShares TIPS Bond ETF | Long | Equity-common | US | $561M | 5M | 5.86 |
| iShares US Intermediate Credit Bond Index Fund/BlackRock | Long | Equity-common | US | $464M | 47M | 4.85 |
| iShares US Intermediate Government Bond Index Fund/BlackRock | Long | Equity-common | US | $581M | 60M | 6.08 |
| iShares US Long Credit Bond Index Fund/BlackRock | Long | Equity-common | US | $380M | 42M | 3.97 |
| iShares US Long Government Bond Index Fund/BlackRock | Long | Equity-common | US | $419M | 53M | 4.38 |
| iShares US Securitized Bond Index Fund/BlackRock | Long | Equity-common | US | $728M | 79M | 7.62 |
| RUSSEL 1000 LIFEPATH MUTUAL FUND | Long | Equity-common | US | $4B | 76M | 39.94 |
| SMALL CAP LIFEPATH MUTUAL FUND | Long | Equity-common | US | $263M | 9M | 2.75 |
Address
BlackRock Funds III
100 Bellevue Parkway
Wilmington
Delaware
19809
United States of America
Websites
Directors
Cynthia A. Montgomery
Kenneth L. Urish
John M. Perlowski
Mark Stalnecker
Susan J. Carter
Donald C. Opatrny
Henry R. Keizer
Lena G. Goldberg
Claire A. Walton
Collette Chilton
Robert Fairbairn
Neil A. Cotty
Transfer Agents
BNY Mellon Investment Servicing (US) Inc.
Pricing Services
ICE Data Services, Inc.
S&P Global Inc.
Bloomberg L.P.
London Stock Exchange Group PLC
Custodians
State Street Bank and Trust Company (Edinburgh, GB, Branch)
Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)
UBS Switzerland AG
UniCredit Bank Hungary Zrt.
Standard Chartered Bank (Makati City, Metro Manila, PH, Branch)
J.P. Morgan Securities LLC
The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)
Citibank, National Association (Singapore, SG, Branch)
State Street Trust Company Canada
Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)
The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)
Euroclear Bank
Standard Chartered International Commercial Bank Co., Ltd.
Standard Chartered Bank (Hong Kong) Limited
FirstRand Bank Limited
The Hongkong and Shanghai Banking Corporation Limited
Royal Bank of Canada
Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)
Skandinaviska Enskilda Banken AB
The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)
Ceskoslovenska obchodni banka, a. s.
Bank Hapoalim B.M.
State Street Bank and Trust Company
Bank Handlowy w Warszawie Spolka Akcyjna
Standard Chartered Bank Malaysia Berhad
Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex
Skandinaviska Enskilda Banken A/S
Standard Chartered Bank (Jakarta, Jakarta, ID, Branch)
Shareholder Servicing Agents
Davinci Capital Management, Inc.
Emerson Equity LLC
M. E. Allison & Co., Inc.
American Financial Associates, Inc.
Pyramid Funds Corporation
Sanctuary Securities, Inc.
American Trust Investment Services, Inc.
International Assets Advisory, LLC
Parkmount Financial Partners LLC
Lockton Investment Securities, LLC
Flagstar Advisors, Inc.
Sycamore Financial Group Inc.
Investment Security Corporation
InSight Securities, Inc.
United Brokerage Services, Inc.
Snowden Account Services LLC
Voya Investments Distributor, LLC
EF Legacy Securities, LLC
Hazlett, Burt & Watson, Inc.
Carl M. Hennig, Inc.
Osaic Institutions, Inc.
Western Growers Financial Services
Middlegate Securities Inc.
Sorsby Financial Corp.
CBIZ Financial Solutions, Inc.
TCAdvisors Network Inc
Pacific Financial Associates, Inc.
UBS Financial Services Inc.
J. D. Seibert & Co., Inc.
Nelson Ivest Brokerage Services, Inc.
Crescent Securities Group, Inc.
Stephens Inc.
Gill Capital Partners, LLC
BNY Mellon Securities Corporation
Sunset Financial Services, Inc.
TrustFirst, Inc.
David Lerner Associates, Inc.
USA Financial Securities Corporation
Empower Plan Services, LLC
Samuel A. Ramirez & Company, Inc.
Independent Brokerage Solutions LLC
D.A. Davidson & Co.
Midwestern Securities Trading Company, LLC
Bolton Securities Corporation
Alliant Securities, Inc. Turner, Nord, Kienbaum
Pensionmark Securities, LLC
TradeStation Securities, Inc.
American Independent Securities Group, LLC
Navy Federal Investment Services, LLC
Capital Synergy Partners, Inc.
Calamar Financial Group, LLC
FMN Capital Corporation
Maplewood Investments, Inc.
HighTower Securities, LLC
Alight Financial Solutions, LLC
Broadridge Business Process Outsourcing, LLC
Abacus Investments, Inc.
NEXT Financial Group, Inc.
Wells Fargo Securities, LLC
CreativeOne Securities, LLC
Cardinal Investments, Inc.
Trade-PMR Group, Inc.
MWA Financial Services, Inc.
The Oak Ridge Financial Services Group, Inc.
Horace Mann Life Insurance Company
Jefferies LLC
Synovus Securities, Inc.
Loria Financial Group, LLC
Woodmen Financial Services, Inc.
UnionBanc Investment Services LLC
Piper Sandler & Co.
Western Equity Group, Inc.
Harbor Investment Advisory, LLC
National Financial Services LLC
Ladenburg Thalmann & Co. Inc.
Securevest Financial Group Inc.
Wells Fargo Clearing Services, LLC
CFD Investments, Inc.
Voya Financial Partners, LLC
Inverness Securities, LLC
Multiple Financial Services, Inc.
M Holdings Securities, Inc.
SECU Brokerage Services, Inc.
Allen C. Ewing & Co.
Maine Securities Corporation
Mesirow Financial, Inc.
WesBanco Securities, Inc.
MMC Securities LLC
BCG Securities, Inc
JHW Financial Services, Inc.
United Planners Financial Services of America A Limited Partnership
Benchmark Investments, LLC
APW Capital, Inc.
Barclays Capital Inc.
Nicol Investors Corporation
Brighton Securities Corp.
Eagles Coast Capital, LLC
U.S. Bancorp Investments, Inc.
LPL Enterprise, Inc.
Titleist Asset Management, Ltd.
DFPG Investments, LLC
Hancock Whitney Corporation
Lion Street Financial, LLC
BNP Paribas Securities Corp.
Feldstein Financial Group, L.L.C.
Mutual Funds Associates, Inc.
Latin Securities, Inc
Vision Financial Markets LLC
Heim, Young & Associates, Inc.
Apex Clearing Corporation
Integral Financial LLC
First Kentucky Securities Corporation
McLaughlin Ryder Investments, Inc.
Innovation Partners, LLC
The Prudential Insurance Company of America
Coldstream Securities, Inc.
Liberty Capital Investment Corp.
First Republic Securities Company, LLC
Hunter Associates, Inc.
Northwest Investment Advisors, Inc.
First Asset Financial Inc.
Advanced Advisor Group, LLC
G. A. Repple & Company
First Southern LLC
Peak Brokerage Services, LLC
White Mountain Capital, LLC
Talcott Resolution Life Insurance Company
BBVA Securities Inc.
Securian Financial Services, Inc.
The GMS Group, L.L.C.
The Strategic Financial Alliance, Inc.
S.G. Long & Company
Madison Avenue Securities, LLC
GWN Securities, Inc.
Investment Placement Group
Aventura Securities, LLC
SG Americas Securities, LLC
Principal Life Insurance Company
T. Rowe Price Investment Services, Inc.
Omni Financial Securities, Inc.
Larson Financial Securities, LLC
TD Ameritrade Trust Company
Amerant Investments, Inc.
Anovest Financial Services, Inc.
Axiom Capital Management, Inc.
American Enterprise Investment Services Inc.
Investment Planners, Inc.
World Equity Group, Incorporated
OneAmerica Securities, Inc.
L.M. Kohn & Company
Concourse Financial Group Securities, Inc.
Empower Financial Services, Inc.
Herbert J Sims & Co. Inc.
&Partners
Lincoln Investment Planning, LLC
Horan Securities, Inc.
Gregory J. Schwartz & Co., Inc.
Herndon Plant Oakley Ltd.
American Portfolios Financial Services, Inc.
Santander Securities LLC
BOK Financial Securities, Inc.
Mid Atlantic Clearing & Settlement Corporation
J.W. Cole Financial, Inc.
Independent Financial Group, LLC
John Hancock Life Insurance Company of New York
FNBB Capital Markets, L.L.C.
AssetMark Trust Company
Wellington Shields & Co., LLC
Dominari Securities LLC
Finance 500, Inc.
TD Ameritrade, Inc.
First Bankers' Banc Securities, Inc.
Calton & Associates, Inc.
Camden Financial Services
Allegheny Investments, Ltd.
State Street Bank and Trust Company
Charles Schwab & Co., Inc.
Osaic Wealth, Inc.
Rehmann Financial Network, LLC
Raymond James Financial, Inc.
Herold & Lantern Investments, Inc.
Crown Capital Securities, L.P.
Searle & Co., Inc.
Callaway Financial Services, Inc.
E*TRADE Savings Bank
Saxony Securities, Inc.
DMK Advisor Group, Inc.
Dinosaur Financial Group, LLC
Capital Institutional Services, Inc.
Landolt Securities, Inc.
Chelsea Morgan Securities, Inc.
Kovack Securities Inc.
Mercer HR Services, LLC
MMA Securities LLC
AqGen Ascensus, Inc.
John Hancock Trust Company LLC
Associated Investment Services, Inc.
SKA Securities, Inc.
Aon Securities LLC
Essex Securities LLC
Michigan Securities Inc.
Coinbase Capital Markets Corporation
Thurston, Springer, Miller, Herd & Titak, Inc.
Folio Investments, Inc.
GRF Capital Investors, Inc.
Athena Wealth Management
William Blair & Company, L.L.C.
Stifel, Nicolaus & Company, Incorporated
Commonwealth Equity Services, Inc.
LifeMark Securities Corp.
Bancolombia Capital LLC
Sigma Financial Corporation
Transamerica Financial Advisors, Inc.
World Capital Brokerage, Inc.
Bankoh Investment Services, Inc.
Profinancial, Inc.
Stonecrest Capital Markets, Inc.
Consolidated Financial Investments, Inc.
Genworth Life Insurance Company of New York
Institutional Securities Corporation
Boreal Capital Securities, LLC
Alight Solutions LLC
Paradigm Equities, Inc.
Volition Financial Network, LLC
SA Stone Wealth Management Inc.
Cresap, Inc.
Symphonic Securities LLC
CFS Securities, Inc.
World Choice Securities, Inc.
BancWest Investment Services, Inc.
Chauner Securities, Inc.
Saturna Brokerage Services, Inc.
Joseph Gunnar & Co., L.L.C.
Cabot Lodge Securities LLC
Global Brokerage Services Ltd
Healthcare Community Securities Corp.
Equity Services, Inc.
McClurg Capital Corporation
Great American Investors, Inc.
Sisung Securities Corporation
Griffinest Asia Securities, LLC
PlanMember Securities Corporation
ACP Securities, LLC
Oscar Gruss & Son Incorporated
Capitol Securities Management, Inc.
Cannon Securities, Inc.
XP Investments US, LLC
Axxcess Wealth Management, LLC
Navaid Financial Services, Inc.
Allegiance Capital, LLC
Folger Nolan Fleming Douglas Incorporated
Henley & Company LLC
Holistic Brokerage, LLC
ICMA-RC Services, LLC
Founders Financial Securities, LLC
Wintrust Investments, LLC
Janney Montgomery Scott LLC
The Logan Group Securities
Schlitt Investor Services, Inc.
Securities Research, Inc.
NewEdge Securities, Inc.
Conduent HR Services, LLC
Intervest International Equities Corporation
Devenir, LLC
Dempsey Lord Smith, LLC
GW & Wade Asset Management Company, LLC
Ascensus Broker Dealer Services, LLC
Centaurus Financial, Inc.
Omega Securities, Inc.
Insigneo Securities, LLC
Cetera Investment Services LLC
Truist Investment Services, Inc.
RNR Securities, L.L.C.
City National Bank
CapFinancial Securities, LLC
The Vanguard Group, Inc.
Teachers Insurance and Annuity Association of America
San Blas Securities LLC
Benjamin F. Edwards & Company, Inc.
JPMorgan Chase Bank, National Association
B. C. Ziegler and Company
Grant Williams L.P.
Ace Diversified Capital, Inc.
Brooklight Place Securities, Inc.
Lincoln Financial Securities Corporation
Coordinated Capital Securities, Inc.
ViewTrade Securities, Inc.
UBATCO & Co.
First Citizens Investor Services, Inc.
Diversified Resources, LLC
OFG Financial Services, Inc.
Infinity Securities, Inc.
Signature Estate Securities, Inc.
USI Securities, Inc.
Transamerica Advisors Life Insurance Company
Hartford Funds Management Company, LLC
Charles Schwab Bank, SSB (San Francisco, CA, US, Branch)
Capital Portfolio Management, Inc.
Hanson McClain Retirement Network, LLC
Liberty Partners Financial Services, LLC
American Global Wealth Management, Inc.
Davenport & Company LLC
Tocqueville Securities L.P.
CC Capital Advisors, Inc.
Valley National Investments, Inc.
Lombard Securities, Incorporated
Woodbury Financial Services, Inc.
SCF Securities, Inc.
Westco Investment Corp.
PNC Bank, National Association (Pittsburgh, PA, US, Branch)
American Wealth Management, Inc.
Blakeslee & Blakeslee, Inc.
Register Financial Associates, Inc.
Keel Point Capital, LLC
T. Rowe Price Retirement Plan Services, Inc.
Kestra Investment Services, LLC
The Investment Center, Inc.
Morris Group Inc
Westminster Financial Securities, Inc.
Allianz Life Financial Services, LLC
Avisen Wealth Management, Inc.
BTS Securities Corporation
Altruist Financial LLC
N.E. Private Client Advisors, Ltd.
Andbanc Brokerage LLC
ACA Prudent Investors Planning Corp.
General Securities Corp.
Kingswood Capital Partners LLC
Concorde Investment Services, LLC
Sunstreet Securities, LLC
Access Investments, Inc.
American Heritage Securities, Inc.
Access Financial Group, Inc.
RBC Capital Markets, LLC
Wright Investors' Service Distributors, Inc.
Mcnally Financial Services Corporation
Hantz Financial Services, Inc.
PTI Securities & Futures, L.P.
Sunbelt Securities, Inc.
Watermark Securities, Inc.
Western International Securities, Inc.
Ballew Investments, Inc.
Planned Financial Programs, Inc.
TD Private Client Wealth LLC
Zions Direct, Inc.
Buell Securities Corp.
Monere Investments, Inc.
Financial Northeastern Securities, Inc.
Conover Securities Corporation
Quincy Cass Associates
MGO Securities Corp.
Rodgers Brothers, Inc.
Regal Securities, Inc.
Genworth Life and Annuity Insurance Company
Mutual Trust Company of America Securities
Rhodes Securities, Inc.
American Capital Partners, LLC
Federated Securities, Inc.
Oakwood Capital Securities, Inc.
A.G.P. / Alliance Global Partners Corp
Northern Trust Securities, Inc.
Avondale Partners, LLC
Smith, Moore & Co.
Impact U. Investments, LLC
Lincoln-Douglas Investments, LLC
Labrunerie Financial Services, Inc.
Stonebridge Wealth Management LLC
International Money Management Group, Inc.
Cetera Advisor Networks LLC
First Financial Securities of America, Inc.
Capital Investment Brokerage, Inc.
J.P. Morgan Institutional Investments Inc.
TimeCapital Securities Corporation
CUSO Financial Services, L.P.
SunTrust Bank
AE Financial Services, LLC
Worth Financial Group Inc.
Triad Advisors, LLC
Investshares, Inc
The Leaders Group, Inc.
USCA Securities LLC
T.R. Winston & Company, LLC
Oriental Financial Services LLC
Berthel Fisher & Company Financial Services, Inc.
TFS Securities, Inc.
Bradesco Investments Inc.
Valley Financial Management, Inc
Akar Capital Management, Inc.
North South Capital LLC
Rogan & Associates, Inc.
Lincoln Financial Advisors Corporation
Independence Capital Co., Inc.
Capital Management Securities, Inc.
BTG Pactual US Capital, LLC
Fortune Financial Services, Inc.
Place Trade Financial, Inc.
TD Ameritrade Clearing, Inc.
Leo Brokerage, LLC
Voya Institutional Plan Services, LLC
Morgan Stanley Smith Barney LLC
Vanderbilt Securities, Inc.
VALIC Financial Advisors, Inc.
Halliday Financial, LLC
TRG Advisors, Inc.
Centennial Securities Company, Inc.
TradeUP Securities Inc
Cetera Advisors LLC
The Huntington Investment Company
Ashton Thomas Private Wealth LLC
Mutual of Omaha Investor Services, Inc.
Investments For You, Inc.
Investors Brokerage of Texas, Ltd.
FMSbonds, Inc.
International Research Securities, Inc.
Stifel Independent Advisors, LLC
Signal Securities, Inc.
TIAA-CREF Individual & Institutional Services, LLC
Nations Financial Group, Inc.
Caldwell Securities Ltd.
Steward Partners Investment Solutions, LLC
Oberweis Securities, Inc.
Comerica Securities, Inc.
Southeast Investments, N.C. Inc.
Fifth Third Bank, National Association
Deutsche Bank Securities Inc.
Harold W. Dance, Inc.
Fifth Third Securities, Inc.
Ceros Financial Services Inc.
E*TRADE Securities LLC
Capital City Securities, LLC
Sage Rutty and Company, Inc.
American Trust Company
Excel Securities & Associates, Inc.
Northwestern Mutual Investment Services, LLC
Ausdal Financial Partners, Inc.
J. Alden Associates, Inc.
Saturna Trust Company
Thompson Davis & Co., Inc.
Cape Securities, Inc.
K. W. Chambers & Co.
Perryman Securities, Inc.
First Horizon Advisors, Inc.
Jessup Wealth Management Inc.
Private Client Services, LLC
The Guardian Insurance & Annuity Company, Inc.
Safra Securities LLC
Pruco Securities, LLC
Amegy Investments, Inc.
Darwood Associates, Incorporated
H. C. Denison Co.
1st Discount Brokerage, Inc.
American Century Investment Services, Inc.
ING Financial Markets LLC
St. Bernard Financial Services, Inc.
Crews and Associates, Inc.
Integrated Financial Planning Services
T.S. Phillips Investments, Inc.
Digital Retirement Solutions, Inc.
Beaconsfield Financial Services, Inc.
Vorpahl Wing Securities, Inc.
VectorGlobal WMG Inc.
Arthur W. Wood Company
NBC Securities, Inc.
Gladowsky Capital Management, Corp.
Variable Investment Advisors, Inc.
PNC Capital Markets LLC
Vanguard Marketing Corporation
SouthState DuncanWilliams Securities Corp.
DWS Distributors, Inc.
Corinthian Partners, L.L.C.
Northland Securities, Inc.
Classic, LLC
Bolton Global Capital, Inc.
Union Capital Company
CGIS Securities LLC
SFA Financial, LLC
Prudential Investment Management Services LLC
Ascensus Financial Services, LLC
WBB Securities, LLC
Lebenthal Financial Services, Inc.
Girard Investment Services, LLC
Northern Capital Securities Corporation
Regions Bank
Teckmeyer Financial Services, L.L.C.
Capital Investment Group, Inc.
Pershing Advisor Solutions LLC
LPL Financial LLC
Oak Tree Securities, Inc.
Family Investors Company
Money Concepts Capital Corp
Regulus Financial Group, LLC
Cedar Brook Financial Partners, LLC
Portsmouth Financial Services
Sovereign Legacy Securities, Inc.
Nest Investments BD LLC
Commerce Brokerage Services, Inc.
Corecap Investments, LLC
E.E. Powell & Company, Inc.
Great Point Capital LLC
Integrity Investments, Inc.
Exeter Trust Company
Landaas & Company, LLC
Cary Street Partners LLC
Thoroughbred Financial Services, LLC
United Advisor Group, LLC
IDB Capital Corp.
Colliers Securities LLC
Morgan Stanley & Co. LLC
James I. Black & Company
Fidelity Brokerage Services LLC
Arete Wealth Management LLC
Nationwide Financial Services, Inc.
Midland Securities, Ltd.
NYLIFE Distributors LLC
Principal Securities, Inc.
Horace Mann Investors, Inc.
Empire Asset Management Company, LLC
Carter, Terry & Company, Inc.
Somerset Securities, Inc.
Buckram Securities Ltd.
NYLIFE Securities LLC
Hornor, Townsend & Kent, LLC
Intercarolina Financial Services, Inc.
Fidelity Investments Institutional Operations Company LLC
American United Life Insurance Company
Neuberger Berman BD LLC
Hudson Heritage Capital Management Inc.
Amuni Financial, Inc
Buckman, Buckman & Reid, Inc.
L. B. Fisher & Company
Rockefeller Financial LLC
Principled Advisors, Inc.
L.O. Thomas & Co., Inc.
Fidelity Investments Life Insurance Company
Superior Financial Services, Inc.
S.L. Reed & Company
Invex, LLC
Hennion & Walsh, Inc.
Navigator Securities Limited
Gold Coast Securities, Inc.
Packerland Brokerage Services, Inc.
SPIRE Securities, LLC
MML Distributors, LLC
State Farm VP Management Corp.
Massachusetts Mutual Life Insurance Company
CIBC World Markets Corp.
Dorn & Co., Inc.
Hilltop Securities Inc.
Shareholders Service Group, Inc.
First National Bank Alaska
Gradient Securities, LLC
Lincoln Financial Distributors, Inc.
Fiduciary Trust Company International
GLP Investment Services, LLC
Voya Retirement Insurance and Annuity Company
First Heartland Capital, Inc.
Harbour Investments, Inc
Sentinel Securities, Inc.
Farmers Financial Solutions, LLC
XML Securities, LLC
Lesko Securities, Inc.
IFP Securities, LLC
Prospera Financial Services, Inc.
Coastal Equities, Inc.
Brokers International Financial Services, LLC
N.I.S. Financial Services, Inc.
McDonald Partners LLC
USAA Investment Services Company
Standard Insurance Company
CNR Securities LLC
Lieblong & Associates, Inc.
Wall Street Access Corporation
Laidlaw & Company (UK) Ltd.
Purshe Kaplan Sterling Investments, Inc.
FSC Securities Corporation
First Manhattan Co.
Aufhauser Securities, Inc.
Benefit Plans Administrative Services, Inc.
Uhlmann Price Securities, LLC
Jack V. Butterfield Investment Company
First Western Securities, Inc.
Garden State Securities Inc.
United States Life Insurance Company in the City of New York
Smith, Brown & Groover, Inc.
Roberts and Ryan Investments Incorporated
Globalink Securities, Inc
The Windmill Group, Inc.
Verity Investments, Inc.
L.S.Y. Incorporated
SEI Private Trust Company
Oneascent Financial Services, LLC
PNC Investments LLC
Nationwide Securities, LLC
SagePoint Financial, Inc.
Park Avenue Securities LLC
Maxim Group LLC
Reliance Trust Company
First Honolulu Securities, Inc.
Silver Oak Securities, Incorporated
Goldman Sachs & Co. LLC
Great Pacific Securities
SCHMIDT WEALTH MANAGEMENT
M&T Securities, Inc.
ADP Broker-Dealer, Inc.
ARIVE Capital Markets LLC
Edward D. Jones & Co., L.P.
Arlington Securities, Inc.
Cetera Financial Specialists LLC
Benefit Trust Company
Tradition Securities and Derivatives LLC
Cadaret, Grant & Co., Inc.
Pershing LLC
Alexander Capital, L.P.
Newport Group Securities, Inc.
VALIC Retirement Services Company
Interactive Brokers LLC
Nationwide Planning Associates Inc.
Parkland Securities, LLC
VBC Securities, L.L.C.
Feltl and Company, Inc.
Abacus International Capital Corp.
FSB Premier Wealth Management, Inc.
Mutual Securities, Inc.
SWBC Investment Services, LLC
Fairport Capital, Inc.
Jacques Financial, LLC
UBS AG (New York, NY, US, Branch)
COUNTRY Capital Management Company
Sabadell Securities USA, Inc.
Monex Securities, Inc.
The Jeffrey Matthews Financial Group, L.L.C.
Invicta Capital LLC
Arvest Investments, Inc.
MSEC, LLC
R.M. Stark & Co., Inc.
BNA Wealth, Inc.
Polar Investment Counsel, Inc.
KCD Financial, Inc.
Mack Investment Securities, Inc.
Bestvest Investments, Ltd.
Hand Securities, Inc.
Nestlerode & Loy, Inc
New England Pension Plan Systems, LLC
Equitable Advisors, LLC
GAINLINE FINANCIAL PARTNERS, LLC
Portfolio Resources Group, Inc.
Westport Resources Investment Services, Inc.
Arkadios Capital, LLC
American National Trust And Investment Management Company
Itau International Securities Inc.
Cambridge Investment Research, Inc.
Etico Partners, LLC
Pinnacle Investments, LLC
American Equity Investment Corporation
The O. N. Equity Sales Company
R. F. Lafferty & Co., Inc.
Key Investment Services LLC
Center Street Securities, Inc.
TCFG Wealth Management, LLC
Sammons institutional Group, Inc.
Chapin Davis Inc.
LaSalle St. Securities, L.L.C.
Trustmont Financial Group, Inc.
Securities America, Inc.
Ameritas Investment Company, LLC
Bankers Life Securities, Inc.
Citizens Bank
Raymond James & Associates, Inc.
Citigroup Global Markets Inc.
Allstate Financial Services, LLC
MML Investors Services, LLC
Moloney Securities Co., Inc.
John Hancock Life Insurance Company
Ameriprise Financial Services, LLC
Sanders Morris LLC
D.M. Kelly & Company
Intercam Securities, Inc.
Glen Eagle Wealth LLC
The Tavenner Company
Cutter and Company Brokerage, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
B. Riley Wealth Management Holdings, Inc.
Coker & Palmer, Inc.
Ni Advisors
R. Seelaus & Co. Inc
AGES Financial Services, Ltd.
KW Securities Corporation
Hancock Whitney Investment Services, Inc.
Johnstone Brokerage Services LLC
Rothschild Investment Corporation
Veritas Independent Partners, LLC
Dominion Investor Services, Inc.
Leigh Baldwin & Co., L.L.C.
Sorrento Pacific Financial, LLC
Citizens Securities, Inc.
Security Distributors, LLC
Avantax Wealth Management, Inc.
Grove Point Investments, LLC
Securities Equity Group
J.P. Morgan Securities LLC
Strategic Wealth Capital, LLC
Sammons Financial Network, LLC
Huntleigh Securities Corporation
B.B. Graham & Company, Inc.
Hazard & Siegel, Inc.
Bley Investment Group, Inc.
M.S. Howells & Co.
Muriel Siebert & Co., Inc.
Valmark Securities, Inc.
Professional Trading Services Brokerage, LLC
Colorado Financial Service Corporation
Syndicated Capital, Inc.
Carty & Company, Inc.
Voya Financial Advisors, Inc.
UMB Financial Services, Inc.
First Command Brokerage Services, Inc.
Geneos Wealth Management, Inc.
Alterna Securities, Inc.
CUNA Brokerage Services, Inc.
Fintrust Brokerage Services, LLC
D.H. Hill Securities, LLLP
Moors & Cabot, Inc.
Investment Network, Inc
HSBC Securities (USA) Inc.
Admins
BlackRock Advisors, LLC
State Street Bank and Trust Company
Brokers
Morgan Stanley & Co. LLC
Jefferies LLC
Goldman Sachs & Co. LLC
Citigroup Global Markets Inc.
BofA Securities, Inc.
J.P. Morgan Securities LLC