Electrical Goods - Largest Owners in this Industry

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

Investor Number of Known Investments
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 31
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 27
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 23
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 23
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 22
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 22
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 22
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 21
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 20
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 20
Geode Capital Management, Llc 19
UBS Group AG 19
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 19
Wells Fargo & Company/mn 19
Morgan Stanley 19
Royal Bank Of Canada 19
Bank Of America Corp /de/ 19
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 19
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 19
Deutsche Bank Ag\ 18
Tower Research Capital LLC (TRC) 18
Vanguard Group Inc 18
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 18
BlackRock, Inc. 18
Fmr Llc 17
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 17
Citadel Advisors Llc 17
Jpmorgan Chase & Co 17
Goldman Sachs Group Inc 17
Proequities, Inc. 17
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 17
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 17
Susquehanna International Group, Llp 17
Citigroup Inc 17
Barclays Plc 17
BlackRock Fund Advisors 16
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 16
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 16
Renaissance Technologies Llc 16
Northern Trust Corp 16
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 16
Ubs Ag 16
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 16
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 16
Jane Street Group, Llc 16
State Street Corp 16
Bank of New York Mellon Corp 16
Dimensional Fund Advisors Lp 16
BlackRock Institutional Trust Company, N.A. 15
IFP Advisors, Inc 15
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 15
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 15
Invesco Ltd. 15
Bnp Paribas Arbitrage, Sa 15
New York State Common Retirement Fund 15
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 15
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 15
Two Sigma Investments, Lp 15
Acadian Asset Management Llc 15
Millennium Management Llc 15
Virtu Financial LLC 15
Credit Suisse Ag/ 15
Wolverine Trading, Llc 15
Marshall Wace, Llp 15
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 15
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 15
Two Sigma Advisers, Lp 14
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 14
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 14
Advisor Group Holdings, Inc. 14
Bank Of Montreal /can/ 14
Victory Capital Management Inc 14
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 14
Ameriprise Financial Inc 14
American International Group, Inc. 14
Parametric Portfolio Associates Llc 14
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 14
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 14
Creative Planning 14
Rhumbline Advisers 14
California State Teachers Retirement System 14
California Public Employees Retirement System 14
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 13
Advisor Group, Inc. 13
Kcg Holdings, Inc. 13
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 13
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 13
Russell Investments Group, Ltd. 13
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 13
Legal & General Group Plc 13
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 13
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 13
Group One Trading, L.p. 13
BlackRock Investment Management, LLC 13
Simplex Trading, Llc 13
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 13
Squarepoint Ops LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 13
Paloma Partners Management Co 13
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 13
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 13
Charles Schwab Investment Management Inc 13
Ladenburg Thalmann Financial Services Inc 13
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 13
Cubist Systematic Strategies, LLC 13
Manufacturers Life Insurance Company, The 13
Alliancebernstein L.p. 13
Pnc Financial Services Group, Inc. 13
Bessemer Group Inc 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 12
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 12
Panagora Asset Management Inc 12
Oxford Asset Management Llp 12
Advisory Services Network, LLC 12
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 12
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 12
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 12
Prelude Capital Management, Llc 12
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 12
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 12
Tiaa Cref Investment Management Llc 12
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 12
Sei Investments Co 12
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 12
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 12
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 12
Wellington Management Group Llp 12
Engineers Gate Manager LP 12
First Trust Advisors Lp 12
Cutler Group LP 12
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 12
BlackRock Advisors LLC 12
Walleye Trading LLC 12
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 12
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 12
PDT Partners, LLC 12
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 12
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 12
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 12
Gsa Capital Partners Llp 12
Nationwide Fund Advisors 11
Lazard Asset Management Llc 11
Jump Financial, LLC 11
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 11
Us Bancorp \de\ 11
Verition Fund Management LLC 11
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 11
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 11
Envestnet Asset Management Inc 11
Raymond James & Associates 11
Russell Frank Co/ 11
Acrospire Investment Management LLC 11
Principal Funds Inc 11
Strs Ohio 11
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 11
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 11
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 11
A.R.T. Advisors, LLC 11
First Horizon Advisors, Inc. 11
Royce & Associates Lp 11
Boothbay Fund Management, Llc 11
ProShare Advisors LLC 11
Metropolitan Life Insurance Co/ny 11
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 11
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 11
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 11
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 11
D. E. Shaw & Co., Inc. 11
Voya Investment Management Llc 11
Aqr Capital Management Llc 11
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 11
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 11
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 11
Aquatic Capital Management LLC 11
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 11
Trexquant Investment LP 11
Vanguard Index Funds 11
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 11
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 11
Teachers Advisors, Llc 11
SG Americas Securities, LLC 11
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 11
Algert Global Llc 11
Cwm, Llc 11
Federated Hermes, Inc. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 11
Fifth Third Bancorp 10
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 10
O'shaughnessy Asset Management, Llc 10
KBC Group NV 10
Federation des caisses Desjardins du Quebec 10
BlackRock Group LTD 10
D.a. Davidson & Co. 10
Emerald Acquisition Ltd. 10
American Century Companies Inc 10
Jacobs Levy Equity Management, Inc 10
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 10
TCI Wealth Advisors, Inc. 10
Tocqueville Asset Management L.p. 10
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 10
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 10
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 10
Bailard, Inc. 10
Northwestern Mutual Wealth Management Co 10
Bridgeway Capital Management Inc 10
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 10
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 10
HighTower Advisors, LLC 10
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 10
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 10
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 10
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 10
Macquarie Group Ltd 10
XTX Topco Ltd 10
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 10
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 10
Ergoteles LLC 10
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 10
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 10
NOSGX - Northern Funds - Northern Small Cap Value Fund 10
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 10
Qube Research & Technologies Ltd 10
PEAK6 Investments LLC 10
LPL Financial LLC 10
Boston Partners 10
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 10
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 10
Arrowstreet Capital, Limited Partnership 10
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 10
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 10
Prudential Financial Inc 10
Man Group plc 10
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 10
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 10
Hrt Financial Lp 10
Ameritas Investment Partners, Inc. 10
Stifel Financial Corp 10
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 10
Dynamic Technology Lab Private Ltd 10
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 10
Cornerstone Capital Management Holdings Llc. 10
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 10
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 10
Jefferies Group LLC 9
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 9
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 9
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 9
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 9
AdvisorNet Financial, Inc 9
Ancora Advisors, LLC 9
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 9
Tfs Capital Llc 9
Clear Street Markets Llc 9
Nomura Holdings Inc 9
Alpine Global Management, LLC 9
Globeflex Capital L P 9
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 9
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 9
Six Circles Trust - Six Circles Global Bond Fund 9
Raymond James Financial Inc 9
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
Balyasny Asset Management Llc 9
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 9
Nisa Investment Advisors, Llc 9
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 9
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 9
VDAFX - VALIC Co I - Dynamic Allocation Fund 9
Ubs Asset Management Americas Inc 9
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 9
ClariVest Asset Management LLC 9
Quantbot Technologies LP 9
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 9
Susquehanna Fundamental Investments, Llc 9
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 9
Swiss National Bank 9
BlueCrest Capital Management Ltd 9
LMR Partners LLP 9
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 9
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 9
Putnam Investments Llc 9
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 9
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 9
Geneos Wealth Management Inc. 9
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 9
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 9
State Of Wisconsin Investment Board 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 9
Huntington National Bank 9
Essex Investment Management Co Llc 9
Pacer Advisors, Inc. 9
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 9
Signaturefd, Llc 9
Quadrature Capital Ltd 9
RBF Capital, LLC 9
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 9
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 9
Paradigm Asset Management Co Llc 9
Nuveen Asset Management, LLC 9
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 9
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 9
Norges Bank 9
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 9
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 9
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 9
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 9
EAM Investors, LLC 9
RidgeWorth Capital Management LLC 9
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 9
GWM Advisors LLC 9
PEAK6 Investments, L.P. 9
HAP Trading, LLC 9
Captrust Financial Advisors 9
CIBC Private Wealth Group, LLC 9
National Bank Of Canada /fi/ 9
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 9
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 9
State Board Of Administration Of Florida Retirement System 9
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 9
Menta Capital Llc 9
Allianz Asset Management GmbH 9
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 9
MUFG Americas Holdings Corp 9
Brandywine Global Investment Management, LLC 9
Tiaa-cref Funds 9
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 9
Price T Rowe Associates Inc /md/ 9
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 9
Schonfeld Strategic Advisors LLC 9
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 9
Connor, Clark & Lunn Investment Management Ltd. 9
College Retirement Equities Fund 9
Two Sigma Securities, Llc 9
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 9
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 9
Great West Life Assurance Co /can/ 9
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 9
Empowered Funds, LLC 9
Spot Trading L.L.C 9
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 9
Vantagepoint Funds 9
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 9
Quantamental Technologies LLC 9
Capstone Investment Advisors, Llc 8
Spark Investment Management LLC 8
Martingale Asset Management L P 8
Ground Swell Capital, LLC 8
Harel Insurance Investments & Financial Services Ltd. 8
Managed Account Advisors Llc 8
Covestor Ltd 8
State of Wyoming 8
Raymond James Financial Services Advisors, Inc. 8
Meeder Asset Management Inc 8
Amalgamated Bank 8
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 8
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 8
Lord, Abbett & Co. Llc 8
Lsv Asset Management 8
Kennedy Capital Management, Inc. 8
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 8
Blair William & Co/il 8
Comerica Bank 8
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 8
Mackenzie Financial Corp 8
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 8
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 8
Janney Montgomery Scott LLC 8
State of New Jersey Common Pension Fund D 8
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 8
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 8
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 8
BlackRock Japan Co. Ltd 8
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 8
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
Employees Retirement System of Texas 8
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 8
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 8
Point72 Asset Management, L.P. 8
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 8
Franklin Resources Inc 8
Los Angeles Capital Management Llc 8
Cornercap Investment Counsel Inc 8
Canada Pension Plan Investment Board 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 8
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 8
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 8
MetLife Securities, Inc 8
GAMMA Investing LLC 8
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 8
Janus Henderson Group Plc 8
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 8
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 8
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 8
Sterling Capital Management LLC 8
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 8
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 8
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 8
Fuller & Thaler Asset Management, Inc. 8
National Asset Management, Inc. 8
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 8
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 8
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 8
ExodusPoint Capital Management, LP 8
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 8
Walleye Capital LLC 8
Global Retirement Partners, LLC 8
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 8
Versant Capital Management, Inc 8
MetLife Investment Management, LLC 8
Commonwealth Equity Services, Llc 8
Rydex Etf Trust 8
Financial Management Professionals, Inc. 8
Tfs Capital Investment Trust 8
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 8
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 8
PENN SERIES FUNDS INC - International Equity Fund 8
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 8
Thompson Davis & Co., Inc. 8
State Farm Variable Product Trust 8
State Farm Mutual Fund Trust 8
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 8
Teacher Retirement System Of Texas 8
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 8
L & S Advisors Inc 8
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 8
Teachers Retirement System Of The State Of Kentucky 8
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 8
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 8
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 8
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 8
Css Llc/il 8
Ronald Blue Trust, Inc. 8
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 8
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 8
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 8
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 8
Parkside Financial Bank & Trust 8
Steward Partners Investment Advisory, Llc 8
Marshall Wace North America L.P. 8
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 8
Barings Llc 8
Guggenheim Capital Llc 8
Zurcher Kantonalbank (Zurich Cantonalbank) 8
Nine Chapters Capital Management LLC 8
State of Tennessee, Treasury Department 8
M&t Bank Corp 8
Jones Financial Companies Lllp 8
Petrus Trust Company, LTA 8
Arizona State Retirement System 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
Amundi Pioneer Asset Management Inc 7
Dupont Capital Management Corp 7
Zebra Capital Management LLC 7
Private Advisor Group, LLC 7
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 7
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 7
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 7
Centiva Capital, LP 7
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 7
Magnetar Financial LLC 7
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 7
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 7
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 7
CWM Advisors, LLC 7
Bayesian Capital Management, LP 7
Deere & Co 7
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 7
Denali Advisors Llc 7
Rockefeller Capital Management L.P. 7
Smartleaf Asset Management LLC 7
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 7
Allworth Financial LP 7
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 7
FLDFX - Meeder Funds - BALANCED FUND Retail Class 7
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 7
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 7
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 7
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 7
Sofos Investments, Inc. 7
Blueshift Asset Management, LLC 7
Campbell & CO Investment Adviser LLC 7
Campbell Multi-strategy Trust 7
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 7
OMERS ADMINISTRATION Corp 7
Vestcor Inc 7
JNBA Financial Advisors 7
Healthcare Of Ontario Pension Plan Trust Fund 7
Vident Advisory, LLC 7
Analytic Investors, LLC 7
Laurion Capital Management LP 7
CENTRAL TRUST Co 7
NSIDX - Northern Funds - Northern Small Cap Index Fund 7
Aigen Investment Management, Lp 7
Neuberger Berman Group LLC 7
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 7
Graham Capital Management, L.P. 7
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 7
Pathstone Family Office, Llc 7
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 7
Parallel Advisors, LLC 7
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 7
Assetmark, Inc 7
Assenagon Asset Management S.A. 7
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 7
Farther Finance Advisors, LLC 7
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 7
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 7
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 7
New York State Teachers Retirement System 7
Vident Investment Advisory, LLC 7
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 7
Numeric Investors Llc 7
Profunds - Profund Vp Oil & Gas 7
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 7
First Manhattan Co 7
Hsbc Holdings Plc 7
Wolverine Asset Management Llc 7
Municipal Employees' Retirement System of Michigan 7
Stratos Wealth Partners, LTD. 7
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 7
Eaton Vance Management 7
Ellington Management Group Llc 7
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 7
Axa S.a. 7
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 7
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 7
Driehaus Capital Management Llc 7
Valeo Financial Advisors, LLC 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 7
Public Employees Retirement Association Of Colorado 7
Public Employees Retirement System Of Ohio 7
Winton Capital Group Ltd 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 7
LS Investment Advisors, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 7
NEXT Financial Group, Inc 7
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
Exchange Traded Concepts, Llc 7
Tudor Investment Corp Et Al 7
Principal Securities, Inc. 7
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 7
Nordea Investment Management Ab 7
Gotham Asset Management, LLC 7
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 7
Jefferies Financial Group Inc. 7
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 7
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 7
Glenmede Trust Co Na 7
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 7
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 7
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 7
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 7
MCF Advisors LLC 7
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 7
Allspring Global Investments Holdings, LLC 7
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 7
Avantax Planning Partners, Inc. 7
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 7
Nuveen, LLC 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 7
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 7
Point72 Hong Kong Ltd 7
FEDERATED CORE TRUST - High Yield Bond Portfolio 7
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 7
Advisory Research Inc 7
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 7
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 7
Thrivent Financial For Lutherans 7
IWC - iSHARES TRUST - iShares Micro-Cap ETF 7
Spire Wealth Management 7
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 7
Coldstream Capital Management Inc 7
Schroder Investment Management Group 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 7
Stone Ridge Asset Management LLC 7
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 7
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 7
Quarry LP 7
Corton Capital Inc. 7
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 7
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 7
Principal Financial Group Inc 7
Occudo Quantitative Strategies Lp 7
Concord Wealth Partners 7
Y-Intercept (Hong Kong) Ltd 7
Jane Street Holding, LLC 7
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 7
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 7
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 7
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 7
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 7
Kestra Advisory Services, LLC 7
Oppenheimer & Co Inc 7
Claymore Exchange-traded Fund Trust 7
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 7
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 7
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 7
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 7
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 7
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 7
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 7
Highbridge Capital Management Llc 7
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 7
Profund Advisors Llc 6
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 6
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 6
Ubs Oconnor Llc 6
Whittier Trust Co Of Nevada Inc 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 6
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 6
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6
Bartlett & Co. Wealth Management Llc 6
Vanguard Horizon Funds 6
VCSLX - VALIC Co I - Small Cap Index Fund 6
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 6
Brown Advisory Inc 6
Profunds - Profund Vp Industrials 6
Profunds - Profund Vp Ultrasmall-cap 6
Profunds - Profund Vp Small-cap 6
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 6
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 6
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 6
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 6
Quest Partners LLC 6
Private Wealth Management Group, LLC 6
Seizert Capital Partners, Llc 6
Quadrant Capital Group Llc 6
Assured Investment Management LLC 6
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
MAI Capital Management 6
Quantitative Investment Management, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
United Services Automobile Association 6
Pzena Investment Management Llc 6
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 6
IWM - iSHARES TRUST - iShares Russell 2000 ETF 6
IWV - iSHARES TRUST - iShares Russell 3000 ETF 6
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 6
Chicago Equity Partners Llc 6
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 6
Hillsdale Investment Management Inc. 6
Daiwa Securities Group Inc. 6
PENN SERIES FUNDS INC - Small Cap Index Fund 6
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 6
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 6
Van Eck Associates Corp 6
Balter Liquid Alternatives, LLC 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 6
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 6
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 6
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 6
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 6
Wedbush Securities Inc 6
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 6
Systematic Financial Management Lp 6
Mirae Asset Global Investments Co., Ltd. 6
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 6
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 6
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 6
Rehmann Capital Advisory Group 6
Heartland Advisors Inc 6
Grantham, Mayo, Van Otterloo & Co. LLC 6
New England Securities Corp /MA/ 6
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 6
Public Sector Pension Investment Board 6
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 6
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 6
Massachusetts Financial Services Co /ma/ 6
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 6
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 6
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 6
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 6
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6
Adage Capital Partners Gp, L.l.c. 6
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 6
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 6
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 6
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 6
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 6
Pictet Asset Management Sa 6
Advanced Series Trust - Ast Small-cap Growth Portfolio 6
Boston Private Wealth Llc 6
Hotchkis & Wiley Capital Management Llc 6
Loomis Sayles & Co L P 6
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 6
Penserra Capital Management LLC 6
Oppenheimer Asset Management Inc. 6
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 6
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 6
Commonwealth Bank Of Australia 6
Stevens Capital Management Lp 6
Texas Permanent School Fund 6
GeoWealth Management, LLC 6
Mercer Global Advisors Inc /adv 6
Legato Capital Management LLC 6
Quest Capital Management Inc /adv 6
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 6
Cresset Asset Management, LLC 6
Innealta Capital, Llc 6
Alyeska Investment Group, L.P. 6
Lindbrook Capital, Llc 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
Ellevest, Inc. 6
Shepherd Kaplan Krochuk, Llc 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
American Portfolios Advisors 6
FNY Investment Advisers, LLC 6
Voloridge Investment Management, Llc 6
Point72 Middle East FZE 6
Summit Trail Advisors, Llc 6
Holocene Advisors, LP 6
Airain ltd 6
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 6
SBI Securities Co., Ltd. 6
General Motors Investment Management Corp 6
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 6
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 6
Mutual Of America Capital Management Llc 6
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 6
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 6
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 6
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 6
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 6
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 6
True Wealth Design, LLC 6
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 6
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 6
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
Eaton Vance Ltd Duration Income Fund 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
Winton Diversified Opportunities Fund 6
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 6
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 6
Headlands Technologies LLC 6
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 6
AMP Capital Investors Ltd 6
Foundry Partners, LLC 6
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 6
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 6
Massmutual Trust Co Fsb/adv 6
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 6
Aperio Group, LLC 6
Klp Kapitalforvaltning As 6
Cambridge Investment Research Advisors, Inc. 6
Pnc Funds 6
Police & Firemen's Retirement System of New Jersey 6
Capital Fund Management S.a. 6
Oppenheimer Etf Trust 6
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 6
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
Toronto Dominion Bank 6
QCVAX - Clearwater Investment Trust - Clearwater International Fund 6
Venturi Wealth Management, LLC 6
Caitong International Asset Management Co., Ltd 6
Optiver Holding B.V. 6
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 6
Money Concepts Capital Corp 6
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 6
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 6
Wedge Capital Management L L P/nc 6
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 6
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 6
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 6
Plante Moran Financial Advisors, LLC 6
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 6
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 6
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 6
BNP Paribas Asset Management Holding S.A. 6
Brown Brothers Harriman & Co 6
River Road Asset Management, LLC 6
Oppenheimer Funds Inc 6
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 6
Element Capital Management Llc 6
Atria Investments Llc 6
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 6
Mackay Shields Llc 6
Mason Street Advisors, Llc 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
Capital Performance Advisors Llp 6
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 6
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
Hutchin Hill Capital, LP 6
Carroll Financial Associates, Inc. 6
PineBridge Investments, L.P. 6
Xponance, Inc. 6
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 6
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 6
Rotella Capital Management, Inc. 6
Parallax Volatility Advisers, L.P. 6
Buckingham Strategic Wealth, Llc 6
Capstone Asset Management Co 6
EverSource Wealth Advisors, LLC 6
CPSIX - Unified Series Trust - Fci Bond Fund 6
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 6
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 6
Benjamin F. Edwards & Company, Inc. 6
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 6
Private Trust Co Na 6
Vanguard Whitehall Funds 6
Standard Life Aberdeen plc 6
Crossmark Global Holdings, Inc. 6
Hussman Strategic Advisors, Inc. 6
First Mercantile Trust Co 6
Sowell Financial Services LLC 6
Integrated Investment Consultants, LLC 6
Cetera Advisor Networks LLC 6
Proficio Capital Partners LLC 6
Cerity Partners LLC 6
APG Asset Management N.V. 6
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 6
Corebridge Financial, Inc. 6
WPG Advisers, LLC 6
Nomura Asset Management Co Ltd 6
Bryn Mawr Capital Management Inc 6
Ajo, Lp 6
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 6
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 6
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 6
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 6
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 6
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 6
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 6
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 6
Natixis Advisors, L.p. 6
Vanguard World Fund 6
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 6
Bridgewater Associates, LP 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
Hartland & Co., LLC 6
Hbk Investments L P 6
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 6
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 6
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 6
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 6
United Capital Financial Advisers, Llc 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 6
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 5
Rothschild Investment Llc 5
Manchester Capital Management LLC 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 5
Parametrica Management Ltd 5
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 5
SJS Investment Consulting Inc. 5
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 5
Belpointe Asset Management LLC 5
CI Private Wealth, LLC 5
AUERX - Unified Series Trust - Auer Growth Fund 5
Artisan Partners Limited Partnership 5
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 5
Mason Street Advisors, Llc 5
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 5
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 5
Calvert Investment Management, Inc. 5
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 5
Elkfork Partners LLC 5
Thompson Siegel & Walmsley Llc 5
Irish Life Investment Managers Ltd. 5
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 5
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 5
Readystate Asset Management Lp 5
Timber Hill LLC 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 5
AlphaMark Advisors, LLC 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
Phoenix Holdings Ltd. 5
Glassman Wealth Services 5
Sherbrooke Park Advisers Llc 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 5
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
1832 Asset Management L.P. 5
Jackson Creek Investment Advisors LLC 5
Hexagon Capital Partners LLC 5
Fortitude Family Office, LLC 5
North Star Investment Management Corp. 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
FNY Managed Accounts LLC 5
BlueCrest Capital Management LLP 5
Princeton Alpha Management LP 5
Advisors Preferred, LLC 5
Bartlett & Co. LLC 5
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 5
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 5
Brevan Howard Capital Management LP 5
Patriot Financial Group Insurance Agency, LLC 5
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
Diamond Hill Capital Management Inc 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 5
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 5
Global Income Builder Portfolio - Global Income Builder Portfolio 5
Westpac Banking Corp 5
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 5
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
Mfs Charter Income Trust 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
Ritholtz Wealth Management 5
Summit Global Investments 5
High Note Wealth, LLC 5
Cigna Investments Inc /new 5
Intrinsic Edge Capital Management LLC 5
Man Investments Ltd 5
Bray Capital Advisors 5
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 5
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 5
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 5
Prudential Short Duration High Yield Fund, Inc. 5
Cca Investments Trust 5
Bridgefront Capital, LLC 5
Evergreen Capital Management Llc 5
Piedmont Investment Advisors Llc 5
Meadow Creek Investment Management LLC 5
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 5
QS Investors, LLC 5
Inceptionr Llc 5
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 5
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 5
Bare Financial Services, Inc 5
MQS Management LLC 5
Mml Investors Services, Llc 5
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 5
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 5
Ontario Teachers Pension Plan Board 5
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 5
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 5
Royce Value Trust Inc 5
IHT Wealth Management, LLC 5
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 5
Virginia Retirement Systems Et Al 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 5
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 5
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5
MBOVX - M FUND INC - M Large Cap Value Fund 5
Ardsley Advisory Partners Lp 5
Independent Portfolio Consultants, Inc. 5
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 5
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 5
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 5
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 5
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 5
Peak6 Llc 5
SRS Capital Advisors, Inc. 5
Pitcairn Co 5
Td Asset Management Inc 5
Louisiana State Employees Retirement System 5
Itau Unibanco Holding S.A. 5
Oregon Public Employees Retirement Fund 5
Capital Research Global Investors 5
Harbour Investments, Inc. 5
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 5
Absolute Return Capital, LLC 5
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 5
Invictus RG 5
Transamerica Partners Funds Group 5
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 5
Securian Asset Management, Inc 5
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 5
Segall Bryant & Hamill, Llc 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
Transamerica Partners Funds Group Ii 5
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 5
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 5
Transamerica Partners Portfolios 5
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 5
Psagot Investment House Ltd. 5
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 5
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 5
Clearbridge Investments, LLC 5
Dorsey Wright & Associates 5
World Asset Management Inc 5
Axq Capital, Lp 5
Dogwood Wealth Management LLC 5
Smithfield Trust Co 5
Gabelli Funds Llc 5
Dark Forest Capital Management Lp 5
National Planning Corp 5
Rise Advisors, LLC 5
SYSTM Wealth Solutions LLC 5
Harvest Fund Management Co., Ltd 5
Tortoise Investment Management, LLC 5
Financial Advisors Network, Inc. 5
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 5
Hartford Investment Management Co 5
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 5
UXI - PROSHARES TRUST - ProShares Ultra Industrials 5
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 5
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 5
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 5
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 5
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
CIBC World Markets Inc. 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 5
GAM Holding AG 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
Cornerstone Advisors, Inc. 5
DekaBank Deutsche Girozentrale 5
NumerixS Investment Technologies Inc 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
Gdl Fund 5
Sciencast Management LP 5
CenterStar Fund, LLC 5
Robeco Institutional Asset Management B.V. 5
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 5
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 5
State of Alaska, Department of Revenue 5
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 5
Sonora Investment Management, LLC 5
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 5
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 5
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 5
Gw Henssler & Associates Ltd 5
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 5
Advisors Asset Management, Inc. 5
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 5
Bb&t Securities, Llc 5
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 5
Dreman Value Management, L L C 5
Td Private Client Wealth Llc 5
NewSquare Capital LLC 5
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 5
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 5
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 5
First Republic Investment Management, Inc. 5
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 5
First Eagle Investment Management, LLC 5
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 5
CAPROCK Group, Inc. 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 5
Versor Investments LP 5
Truist Financial Corp 5
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 5
Hancock Whitney Corp 5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 5
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 5
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 5
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 5
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 5
Keybank National Association/oh 5
Granite Investment Partners, LLC 5
Edgestream Partners, L.P. 5
Karp Capital Management Corp 5
Stephens Inc /ar/ 5
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 5
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 5
Brandes Investment Partners, Lp 5
Intech Investment Management Llc 5
Picton Mahoney Asset Management 5
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
Point72 (DIFC) Ltd 5
Cnh Partners Llc 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 5
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 5
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
Ledyard National Bank 5
Natixis 5
Whittier Trust Co 5
Cetera Investment Advisers 5
Candriam Luxembourg S.C.A. 5
Steward Financial Group LLC 5
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 5
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 5
Quent Capital, LLC 5
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 5
Koshinski Asset Management, Inc. 5
Clinton Group Inc 5
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 5
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 5
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 5
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 5
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 5
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 5
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 5
Symphony Asset Management Llc 5
Xact Kapitalforvaltning AB 5
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 5
C M Bidwell & Associates Ltd 5
Wealthcare Capital Management Llc 5
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 5
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 5
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 5
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
James Investment Research Inc 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 5
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 5
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 5
BRYN MAWR TRUST Co 5
TD Waterhouse Canada Inc. 5
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 5
Mariner, LLC 5
SLPIX - Profunds - Small-cap Profund Investor Class 5
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 5
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 5
Weiss Asset Management LP 5
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 5
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 5
Sumitomo Mitsui Trust Holdings, Inc. 5
Pine River Capital Management L.P. 5
Suntrust Banks Inc 5
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 5
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 5
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 5
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 5
Etf Managers Group, Llc 5
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 5
Bogle Investment Management L P /de/ 5
New York Life Investment Management Llc 5
Navellier & Associates Inc 5
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 5
Sutton Wealth Advisors Inc. 5
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 5
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5
Voya Infrastructure, Industrials & Materials Fund 5
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 5
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 5
Calamos Advisors LLC 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 5
GIMFX - GMO TRUST - GMO Implementation Fund 5
Pictet Asset Management Ltd 5
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 5
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 5
Congress Wealth Management LLC / DE / 5
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 5
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
Catalyst Funds Management Pty Ltd 5
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 5
Moors & Cabot, Inc. 5
EA Series Trust 5
Checchi Capital Advisers, LLC 5
Mitsubishi UFJ Trust & Banking Corp 5
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 5
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 5
FIL Ltd 5
Ieq Capital, Llc 5
Pinnacle Associates Ltd 5
Zacks Investment Management 5
Alberta Investment Management Corp 5
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 5
Wealthspire Advisors, L.P. 5
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 5
FORA Capital, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 5
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
Shelton Capital Management 5
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 5
Woodline Partners LP 5
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 5
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 5
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 5
Seven Eight Capital, Lp 5
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 5
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 5
Orion Portfolio Solutions, LLC 5
Evoke Wealth, Llc 5
Pictet Asset Management Holding SA 5
Dean Investment Associates, Llc 5
Twinbeech Capital Lp 5
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 5
SpiderRock Trading LLC 5
Golden State Wealth Management, LLC 5
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
Credit Agricole S A 5
GV Financial Advisors 5
Toroso Investments, LLC 5
Ensign Peak Advisors, Inc 5
Atom Investors LP 5
Cipher Capital LP 5
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 5
Cantab Capital Partners LLP 5
Ashton Thomas Private Wealth, LLC 5
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 5
Neo Ivy Capital Management 5
Vanguard Explorer Fund 5
HHM Wealth Advisors, LLC 5
Duality Advisers, Lp 5
VTL Associates, LLC 5
Delphi Management Inc /ma/ 5
Pearl River Capital, LLC 5
Commerzbank Aktiengesellschaft /fi 5
CIBC Asset Management Inc 5
Cibc World Markets Corp 5
Asset Management One Co., Ltd. 5
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 5
Hoxton Financial, Inc. 5
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 5
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 5
Fox Run Management, L.l.c. 5
Riverhead Capital Management Llc 5
Eagle Asset Management Inc 5
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 5
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 5
Handelsbanken Fonder AB 5
Amundi 5
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 5
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 5
AHL Partners LLP 5
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 5
EAM Global Investors LLC 5
Sandy Spring Bank 5
R Squared Ltd 5
South Dakota Investment Council 5
Altshuler Shaham Ltd 5
SAC Capital Advisors LP 5
Pathstone Holdings, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 5
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 5
SECOR Capital Advisors, LP 5
Gemmer Asset Management LLC 5
Archford Capital Strategies, LLC 5
Harvest Group Wealth Management, Llc 5
Private Capital Group, LLC 5
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 5
One Wealth Advisors, LLC 5
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 5
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 5
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 5
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 5
Boston Private Bank & Trust Co 5
Convergence Investment Partners, LLC 5
Financial Gravity Companies, Inc. 5
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 5
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 5
Eqis Capital Management, Inc. 5
Quantitative Systematic Strategies LLC 5
First Citizens Bank & Trust Co 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
Ab Pooling Portfolios 5
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 5
Abound Wealth Management 5
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 5
MASTER BOND LLC - Master Total Return Portfolio 5
Hantz Financial Services, Inc. 5
International Assets Investment Management, Llc 5
Savant Capital, LLC 5
Caxton Associates Lp 5
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
Colony Group, LLC 5
nVerses Capital, LLC 5
MUFG Securities EMEA plc 5
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 5
Hennessy Advisors Inc 5
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 5
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 5
Gamco Investors, Inc. Et Al 4
Ibex Investors LLC 4
Cove Street Capital, LLC 4
Carlson Capital L P 4
Hudson Bay Capital Management LP 4
Visium Asset Management, LP 4
Clear Harbor Asset Management, LLC 4
Janus Capital Management Llc 4
Capital World Investors 4
Silvercrest Asset Management Group Llc 4
Earnest Partners Llc 4
ArrowMark Colorado Holdings LLC 4
Ing Groep Nv 4
Polar Asset Management Partners Inc. 4
Maverick Capital Ltd 4
Ci Investments Inc. 4
Fiduciary Management Inc /wi/ 4
Caisse De Depot Et Placement Du Quebec 4
Regions Financial Corp 4
Jupiter Asset Management Ltd 4
Weiss Multi-Strategy Advisers LLC 4
Pekin Hardy Strauss, Inc. 4
Kayne Anderson Rudnick Investment Management Llc 4
Compagnie Lombard Odier SCmA 4
IBM Retirement Fund 4
Ativo Capital Management LLC 4
Commerce Bank 4
Great Lakes Advisors, Llc 4
WASHINGTON TRUST Co 4
Icon Advisers Inc/co 4
Brinker Capital Investments, LLC 4
Dean Capital Management 4
Old Mission Capital Llc 4
Morningstar Investment Services LLC 4
Fort Washington Investment Advisors Inc /oh/ 4
Cambridge Trust Co 4
Veritable, L.P. 4
Balasa Dinverno & Foltz Llc 4
Hodges Capital Management Inc. 4
New Amsterdam Partners Llc/ny 4
Aberdeen Asset Management Plc/uk 4
Vanguard Windsor Funds 4
Jennison Associates Llc 4
Park Avenue Securities Llc 4
Old Mutual Global Investors (UK) Ltd. 4
Markston International Llc 4
Wetherby Asset Management Inc 4
Opus Capital Group, LLC 4
IndexIQ Advisors LLC 4
Parkwood LLC 4
Chartwell Investment Partners, Llc 4
Barrow Hanley Mewhinney & Strauss Llc 4
Banque Pictet & Cie Sa 4
Jfs Wealth Advisors, Llc 4
Hood River Capital Management LLC 4
Perigon Wealth Management, LLC 4
Gupta Wealth Management LLC 4
Wealthfront Inc 4
Moneta Group Investment Advisors Llc 4
Gerstein Fisher 4
Ascend Capital, Llc 4
Brant Point Investment Management Llc 4
Advisors Capital Management, LLC 4
Santa Fe Partners LLC 4
Greenleaf Trust 4
Prospera Financial Services Inc 4
ARGA Investment Management, LP 4
Evercore Wealth Management, LLC 4
Heritage Wealth Advisors 4
Farmers & Merchants Investments Inc 4
Financial Architects, Inc 4
Monarch Partners Asset Management LLC 4
Garde Capital, Inc. 4
Rational Advisors Llc 4
Scout Investments, Inc. 4
First New York Securities Llc /ny 4
Shell Asset Management Co 4
Commonwealth Equity Services, Inc 4
Enterprise Financial Services Corp 4
Marquette Asset Management, LLC 4
Regal Investment Advisors LLC 4
Winslow, Evans & Crocker, Inc. 4
Howe & Rusling Inc 4
Kanaly Trust Co 4
Gmt Capital Corp 4
Eagle Global Advisors Llc 4
GLG Partners LP 4
Davy Global Fund Management Ltd 4
Alambic Investment Management, L.P. 4
Old Mutual Customised Solutions (proprietary) Ltd 4
Mather Group, Llc. 4
Isthmus Partners, Llc 4
State Of Michigan Retirement System 4
Hanseatic Management Services Inc 4
Trust Co Of Vermont 4
Tarbox Family Office, Inc. 4
Cullen/frost Bankers, Inc. 4
Retirement Systems of Alabama 4
First Quadrant L P/ca 4
Leavell Investment Management, Inc. 4
Wealth Enhancement Advisory Services, Llc 4
Alpha Windward Llc 4
First Hawaiian Bank 4
Contravisory Investment Management, Inc. 4
Dakota Wealth Management 4
J. Goldman & Co LP 4
Baker Avenue Asset Management, LP 4
Old National Bancorp /in/ 4
Platinum Management (NY) LLC 4
Sawtooth Solutions, LLC 4
EP Wealth Advisors, Inc. 4
Leuthold Group, Llc 4
ETRADE Capital Management LLC 4
Landscape Capital Management, L.l.c. 4
Foster & Motley Inc 4
Zweig-DiMenna Associates LLC 4
Bowling Portfolio Management LLC 4
Stratton Management Co 4
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4
Utah Retirement Systems 4
Synovus Financial Corp 4
Capital One, National Association 4
Skylands Capital, LLC 4
Integrated Wealth Management 4
Livforsakringsbolaget Skandia, Omsesidigt 4
Cornerstone Investment Partners, LLC 4
Capital Guardian Trust Co 4
Umb Bank N A/mo 4
Crestline Management, LP 4
Oakworth Capital, Inc. 4
Capital Advisors, Ltd. LLC 4
I.g. Investment Management, Ltd. 4
Liberty Mutual Group Asset Management Inc. 4
FineMark National Bank & Trust 4
Highland Capital Management, Llc 4
Nair Vinay 4
Sequoia Financial Advisors, LLC 4
Capital Analysts, Inc. 4
Mv Capital Management, Inc. 4
WealthPLAN Partners, LLC 4
Cetera Advisors LLC 4
FDx Advisors, Inc. 4
Shellback Capital, LP 4
Ramsey Quantitative Systems 4
Mizuho Trust & Banking Co., Ltd. 4
Renaissance Group Llc 4
Exane Derivatives 4
Tradeworx Inc. 4
WFG Advisors, LP 4
Gideon Capital Advisors, Inc. 4
Bokf, Na 4
Bahl & Gaynor Inc 4
Catalyst Capital Advisors LLC 4
Coe Capital Management, LLC 4
First Allied Advisory Services, Inc. 4
Cornerstone Wealth Management, LLC 4
Tcw Group Inc 4
Cambria Investment Management, L.P. 4
SG Capital Management LLC 4
Skandinaviska Enskilda Banken AB (publ) 4
Signet Financial Management, Llc 4
Twin Tree Management, LP 4
Euclidean Technologies Management, LLC 4
Lombard Odier Asset Management (Switzerland) SA 4
Point72 Asia (Singapore) Pte. Ltd. 4
Baird Financial Group, Inc. 4
Cna Financial Corp 4
Virtus Investment Advisers, Inc. 4
New Mexico Educational Retirement Board 4
People's United Financial, Inc. 4
Bank Of Nova Scotia 4
Index Management Solutions, LLC 4
Placemark Investments, Inc. 4
Sei Trust Co 4
Cable Hill Partners, LLC 4
Societe Generale 4
Wealthcare Advisory Partners LLC 4
AGF Investments LLC 4
Teza Capital Management LLC 4
Capital Investment Advisory Services, LLC 4
Oribel Capital Management, LP 4
Hartford Mutual Funds Inc/ct 4
AE Wealth Management LLC 4
Tyers Asset Management LLC 4
Fortis Advisors, LLC 4
Advantage Investment Management, Llc 4
Omnia Family Wealth, LLC 4
Pinnacle Bancorp, Inc. 4
MARSHALL WACE ASIA Ltd 4
Fieldpoint Private Securities, LLC 4
Lido Advisors, LLC 4
Flagship Harbor Advisors, Llc 4
Aua Capital Management, Llc 4
Atlantic Trust, LLC 4
Bb&t Investment Services, Inc. 4
Resources Investment Advisors, LLC. 4
Csenge Advisory Group 4
Cerebellum GP, LLC 4
Front Row Advisors LLC 4
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 4
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 4
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 4
Blackrock Corporate High Yield Fund, Inc. 4
Forum Funds 4
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 4
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 4
Prudential Global Short Duration High Yield Fund, Inc. 4
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 4
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 4
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 4
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 4
Nuveen Core Equity Alpha Fund 4
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 4
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 4
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 4
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 4
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 4
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 4
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 4
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
Credit Suisse Asset Management Income Fund Inc 4
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 4
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
Dfa Investment Trust Co - The U.s. Large Cap Value Series 4
High Income Opportunities Portfolio - High Income Opportunities Portfolio 4
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 4
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 4
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 4
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 4
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 4
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 4
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 4
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 4
Credit Suisse High Yield Bond Fund 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 4
Alliancebernstein Global High Income Fund Inc 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 4
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
Seacrest Wealth Management, Llc 4
Holistic Financial Partners 4
Crewe Advisors LLC 4
Pinnacle Wealth Planning Services, Inc. 4
Parisi Gray Wealth Management 4
Delpha Capital Management, Llc 4
Larson Financial Group LLC 4
Caption Management, LLC 4
Berman Capital Advisors, LLC 4
Avestar Capital, LLC 4
Diametric Capital, LP 4
Solstein Capital, LLC 4
Pin Oak Investment Advisors Inc 4
Creative Financial Designs Inc /adv 4
Atlas Capital Advisors Llc 4
Elo Mutual Pension Insurance Co 4
Change Path, LLC 4
Integrated Wealth Concepts LLC 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
Truvestments Capital Llc 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 4
Beacon Pointe Advisors, LLC 4
Wiley Bros.-aintree Capital, Llc 4
FinTrust Capital Advisors, LLC 4
Alphacrest Capital Management Llc 4
Townsquare Capital Llc 4
Ameritas Investment Corp 4
Avantax Advisory Services, Inc. 4
Weld Capital Management Llc 4
Bay Harbor Wealth Management, LLC 4
Alera Investment Advisors, LLC 4
Quantinno Capital Management LP 4
Claro Advisors LLC 4
Voleon Capital Management Lp 4
Treasurer of the State of North Carolina 4
Machina Capital S.a.s. 4
Prestige Wealth Management Group LLC 4
Comerica Securities,inc. 4
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 4
Avion Wealth 4
Pacitti Group Inc. 4
UMA Financial Services, Inc. 4
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 4
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 4
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 4
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 4
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 4
NOBOX - Northern Funds - Northern Bond Index Fund 4
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 4
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 4
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 4
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 4
Advanced Series Trust - Ast High Yield Portfolio 4
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 4
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 4
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 4
Advanced Series Trust - Ast Advanced Strategies Portfolio 4
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 4
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 4
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 4
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 4
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 4
GGBFX - GuideStone Funds - Global Bond Fund Investor 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
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 4
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 4
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 4
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 4
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 4
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 4
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 4
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 4
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 4
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 4
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 4
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 4
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 4
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 4
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 4
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 4
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 4
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 4
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 4
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 4
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 4
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 4
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 4
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 4
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 4
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 4
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 4
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 4
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 4
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 4
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 4
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 4
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 4
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 4
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 4
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 4
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 4
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 4
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 4
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 4
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 4
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 4
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 4
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 4
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 4
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 4
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 4
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 4
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 4
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
Harbor Investment Advisory, Llc 4
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 4
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 4
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 4
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 4
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 4
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 4
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 4
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 4
Tfo-tdc, Llc 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 4
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 4
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 4
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 4
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 4
VCSMX - VALIC Co I - Small Cap Fund 4
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 4
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 4
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 4
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 4
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 4
VCCBX - VALIC Co II - Core Bond Fund 4
VCSBX - VALIC Co II - Strategic Bond Fund 4
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 4
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 4
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 4
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 4
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 4
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 4
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 4
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
Illinois Municipal Retirement Fund 4
Banque Cantonale Vaudoise 4
Keebeck Alpha, LP 4
Pinz Capital Management, LP 4
Invenomic Capital Management LP 4
Ethic Inc. 4
Cinctive Capital Management LP 4
Mirabella Financial Services Llp 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 4
Northern Trust Co Of Connecticut 4
Eudaimonia Partners, LLC 4
Symphony Financial, Ltd. Co. 4
PGVFX - FORUM FUNDS - Polaris Global Value Fund 4
JustInvest LLC 4
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 4
Rsm Us Wealth Management Llc 4
Disciplined Investments, LLC 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 4
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 4
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 4
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 4
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 4
Advanced Investment Partners, LLC 4
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 4
Agf Management Ltd 4
Cordant, Inc. 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 4
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 4
Hemington Wealth Management 4
Wipfli Financial Advisors Llc, 4
IAG Wealth Partners, LLC 4
Alpha Paradigm Partners, LLC 4
Alpha DNA Investment Management LLC 4
Standard Family Office LLC 4
Coppell Advisory Solutions LLC 4
Humankind Benefit Corp - Humankind US Stock ETF 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
Shay Capital LLC 4
Guardian Wealth Advisors, LLC 4
Continuum Advisory, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 4
Counterpoint Mutual Funds LLC 4
Cowen Prime Advisors LLC 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
Accurate Wealth Management, LLC 4
Activest Wealth Management 4
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 4
Bell Investment Advisors, Inc 4
Schubert & Co 4
Guggenheim Active Allocation Fund 4
Claris Advisors, Llc / Mo / 4
Yousif Capital Management, Llc 4
Harbor Capital Advisors, Inc. 4
Cassady Schiller Wealth Management, LLC 4
CoreCap Advisors, LLC 4
Snowden Capital Advisors LLC 4
Delphia (USA) Inc. 4
HB Wealth Management, LLC 4
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 4
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 4
Amalgamated Financial Corp. 4
Vise Technologies, Inc. 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 4
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 4
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
Advisor Partners Ii, Llc 4
Brewin Dolphin Ltd 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 4
ISAM Funds (UK) Ltd 4
Cornerstone Planning Group LLC 4
Numerai GP LLC 4
Mill Creek Capital Advisors, LLC 4
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 4
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 4
STXK - EA Series Trust - Strive Small-Cap ETF 4
Nebula Research & Development LLC 4
Nbc Securities, Inc. 4
Envestnet Portfolio Solutions, Inc. 4
Twin Peaks Wealth Advisors, LLC 4
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 4
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 4
Gilliland Jeter Wealth Management LLC 4
DiNuzzo Private Wealth, Inc. 4
Sachetta, LLC 4
Skopos Labs, Inc. 4
Scientech Research LLC 4
Susquehanna Portfolio Strategies, LLC 4
EntryPoint Capital, LLC 4
Entropy Technologies, LP 4
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 4
Azzad Asset Management Inc /adv 4
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 4
Global Financial Private Client, LLC 4
Cromwell Holdings LLC 4
Kestra Investment Management, LLC 4
Aster Capital Management (DIFC) Ltd 4
Rialto Wealth Management, LLC 4
Parkworth Wealth Management, Inc. 4
Jain Global LLC 4
Universal- Beteiligungs- und Servicegesellschaft mbH 4
Kilter Group LLC 4
HFM Investment Advisors, LLC 4
Caxton Associates Llp 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
Glenmede Investment Management, LP 4
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 4
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 4
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 4
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 4
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
Spring Creek Capital Llc 3
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 3
Mfs Multimarket Income Trust 3
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3
Mfs Intermediate Income Trust 3
Friess Associates Llc 3
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 3
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 3
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 3
AHIVX - American Century Investment Trust - High Income Fund Investor Class 3
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
WealthCollab, LLC 3
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 3
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 3
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 3
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 3
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 3
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
Blackrock Multi-sector Income Trust 3
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 3
Oliver Lagore Vanvalin Investment Group 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
NN Investment Partners Holdings N.V. 3
Perritt Capital Management Inc 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 3
Simplicity Wealth,LLC 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 3
Daiwa SB Investments Ltd. 3
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 3
Prudential Plc 3
Founders Capital Management 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 3
Stoneridge Investment Partners Llc 3
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 3
Motco 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 3
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 3
American Capital Advisory, LLC 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
Concurrent Investment Advisors, LLC 3
Kovitz Investment Group Partners, LLC 3
Byrne Asset Management LLC 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 3
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 3
Westside Investment Management, Inc. 3
Forum Financial Management, LP 3
WealthTrust Axiom LLC 3
King Luther Capital Management Corp 3
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 3
Copeland Capital Management, LLC 3
Calamos Global Dynamic Income Fund 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
Calamos Global Total Return Fund 3
Lenox Wealth Advisors, LLC 3
Calamos Strategic Total Return Fund 3
Raleigh Capital Management Inc. 3
Sterling Investment Advisors, Ltd. 3
Zullo Investment Group, Inc. 3
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 3
Achmea Investment Management B.V. 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 3
Elequin Capital Lp 3
Mosaic Family Wealth, LLC 3
CenterBook Partners LP 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
Industrial Alliance Investment Management Inc. 3
Confluence Wealth Services, Inc. 3
Buckingham Strategic Partners 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
Shinko Asset Management Co., Ltd. 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
NorthCrest Asset Manangement, LLC 3
Stonebridge Capital Advisors LLC 3
Sculptor Capital LP 3
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 3
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 3
Ameritas Advisory Services, LLC 3
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 3
Washington Trust Bank 3
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 3
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 3
Desjardins Global Asset Management Inc. 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
BNP Paribas Investment Partners S.A. 3
Spot Trading L.l.c. 3
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
Oak Thistle LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 3
Northern Capital Management Llc 3
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 3
Wunderlich Securities, Inc. 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 3
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 3
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 3
Schwartz Investment Counsel Inc 3
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 3
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 3
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 3
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 3
STFBX - Advisers Investment Trust - State Farm Balanced Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
Korea Investment CORP 3
Principia Wealth Advisory, LLC 3
Net Worth Advisory Group 3
Smith Asset Management Group Lp 3
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 3
Pendal Group Ltd 3
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 3
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3
Integral Derivatives, LLC 3
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 3
Regentatlantic Capital Llc 3
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 3
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 3
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 3
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
Ahrens Investment Partners LLC 3
LBA Wealth Management, LLC 3
GABELLI & Co INVESTMENT ADVISERS, INC. 3
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
FourThought Financial, LLC 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
CHICAGO TRUST Co NA 3
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 3
Mark Sheptoff Financial Planning, Llc 3
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 3
EBI - RBB Fund Trust - Longview Advantage ETF 3
Newbridge Financial Services Group, Inc. 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
Bogart Wealth, LLC 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
Pinnacle Financial Partners Inc 3
Institutional & Family Asset Management, Llc 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 3
Robeco Schweiz AG 3
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
Sanctuary Advisors, LLC 3
VCBDX - VALIC Co I - Core Bond Fund 3
Capstone Series Fund Inc 3
Sanctuary Wealth Advisors, LLC 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 3
Claraphi Advisory Network, LLC 3
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 3
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 3
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 3
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 3
D'Orazio & Associates, Inc. 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 3
Squar Milner Financial Services Llc 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
DnB Asset Management AS 3
ARS Investment Partners, LLC 3
DDD Partners, LLC 3
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 3
Achievement Holdings L.P. 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 3
Westwood Holdings Group Inc 3
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 3
Hennion & Walsh Asset Management, Inc. 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 3
Pallas Capital Advisors LLC 3
Redwood Investment Management, Llc 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
Mutual Advisors, LLC 3
Alphagen Securities Llc 3
TradeLink Capital LLC 3
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 3
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 3
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 3
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 3
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
Northwest & Ethical Investments L.P. 3
Thomas White International Ltd 3
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 3
Pax World Management Llc 3
Meiji Yasuda Life Insurance Co 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
Ashton Thomas Securities, Llc 3
Investors Research Corp 3
Aevitas Wealth Management, Inc. 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 3
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 3
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 3
Truewealth Llc 3
Watershed Asset Management, L.L.C. 3
Merit Financial Group, LLC 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 3
RMB Capital Management, LLC 3
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 3
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
Cullen Capital Management, LLC 3
Athanor Capital, Lp 3
Nissay Asset Management Corp /japan/ /adv 3
Sound Income Strategies, LLC 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 3
ZPR Investment Management 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Measured Wealth Private Client Group, LLC 3
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 3
Robbins Farley Llc 3
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 3
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 3
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 3
Glen Eagle Advisors, LLC 3
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3
Andra AP-fonden 3
NinePointTwo Capital 3
Lighthouse Investment Partners, LLC 3
Force Hill Capital Management LP 3
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 3
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 3
Acorn Wealth Advisors, LLC 3
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 3
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 3
Menora Mivtachim Holdings Ltd. 3
DC Investments Management, LLC 3
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 3
Global X Japan Co., Ltd. 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
SummerHaven Investment Management, LLC 3
We Are One Seven, LLC 3
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 3
CNB Bank 3
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
Old Second National Bank Of Aurora 3
Paulson Wealth Management Inc. 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
Cookson Peirce & Co Inc 3
G2 Investment Partners Management LLC 3
Abacus Planning Group, Inc. 3
Vontobel Holding Ltd. 3
Inspire Advisors, LLC 3
Centerpoint Advisors, LLC 3
Alaska Permanent Fund Corp 3
Arden Investment Series Trust 3
Matrix Trust Co 3
McIlrath & Eck, LLC 3
Arden Trust Co 3
Inscription Capital, LLC 3
Coastal Investment Advisors, Inc. 3
Vantage Consulting Group Inc 3
Railway Pension Investments Ltd 3
WealthStone, Inc. 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Prescott Group Capital Management, L.l.c. 3
Emerald Investment Partners, Llc 3
Everence Capital Management Inc 3
Kore Private Wealth LLC 3
Liberty Wealth Management Llc 3
Princeton Global Asset Management LLC 3
Zeke Capital Advisors, Llc 3
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 3
Acuitas Investments, LLC 3
Mn Services Vermogensbeheer B.V. 3
Wealthfront Advisers Llc 3
GPS Wealth Strategies Group, LLC 3
Pensionmark Financial Group, Llc 3
Maryland State Retirement & Pension System 3
Mizuho Asset Management Co.,Ltd. 3
Salomon & Ludwin, LLC 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
Aaron Wealth Advisors LLC 3
City National Bank 3
First Pacific Advisors, LP 3
Semmax Financial Advisors Inc. 3
Magnus Financial Group LLC 3
Mork Capital Management, LLC 3
Edmond De Rothschild Holding S.a. 3
Thoroughbred Financial Services, Llc 3
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 3
Invesco Bond Fund 3
Zions Bancorporation, N.A. 3
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3
Moisand Fitzgerald Tamayo, LLC 3
Riverview Trust Co 3
Mount Yale Investment Advisors, LLC 3
Semanteon Capital Management, LP 3
CX Institutional 3
Acima Private Wealth, Llc 3
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 3
BerganKDV Wealth Management, LLC 3
NJ State Employees Deferred Compensation Plan 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 3
Enlightenment Research, LLC 3
Nkcfo Llc 3
LRI Investments, LLC 3
NatWest Group plc 3
Impax Asset Management Group plc 3
Reilly Financial Advisors, Llc 3
Andesa Financial Management Inc. 3
Swedbank AB 3
Foundations Investment Advisors, LLC 3
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 3
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
Brookstone Capital Management 3
First Wilshire Securities Management Inc 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
Tlp Group Llc 3
Greenhaven Associates Inc 3
Croft-leominster Inc 3
Ausdal Financial Partners, Inc. 3
TFC Financial Management 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 3
Baird Robert W & Co Inc /wi/ 3
Oliver Luxxe Assets LLC 3
Fulton Bank, N.a. 3
111 Capital 3
Chai Trust Co Llc 3
Artisan Partners Holdings Lp 3
Global X Management CO LLC 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
TRUE Private Wealth Advisors 3
Winchester Group Inc. 3
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 3
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 3
BRAGG CAPITAL TRUST - Queens Road Small Cap Value Fund 3
WESPAC Advisors SoCal, LLC 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
Foresters Investment Management Company, Inc. 3
Whitebox Advisors Llc 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
Meitav Dash Investments Ltd 3
Alpine Associates Management Inc. 3
Toth Financial Advisory Corp 3
Wetzel Investment Advisors, Inc. 3
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 3
Dynamic Technology Lab Pte Ltd 3
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 3
Fjarde Ap-fonden /fourth Swedish National Pension Fund 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
Aristides Capital LLC 3
Gulf International Bank (UK) Ltd 3
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 3
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 3
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 3
Wbi Investments, Inc. 3
CenturyLink Investment Management Co 3
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 3
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 3
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 3
Kornitzer Capital Management Inc /ks 3
Affinity Investment Advisors, Llc 3
Smith, Salley & Associates 3
Qs Batterymarch Financial Management, Inc 3
Glg Llc 3
Potomac Capital Management, Inc. 3
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 3
Clark Capital Management Group, Inc. 3
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 3
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 3
Lecap Asset Management Ltd 3
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 3
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 3
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
First Financial Corp /in/ 3
Warren Averett Asset Management, LLC 3
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
New Age Alpha Advisors, LLC 3
Scopus Asset Management, L.p. 3
Richard Bernstein Advisors LLC 3
Balentine LLC 3
Meiji Yasuda Asset Management Co Ltd. 3
Sensato Investors LLC 3
Third Avenue Management Llc 3
FundVantage Trust - Verplanck Balanced Fund 3
Raymond James Trust N.a. 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
Logan Capital Management Inc 3
First National Bank Of Omaha 3
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
Daiwa Capital Markets America Inc. 3
Glg Inc. 3
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
Winton Capital Management Ltd 3
Brighton Jones Llc 3
HighPoint Advisor Group LLC 3
Turtle Creek Wealth Advisors, LLC 3
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 3
Diversified Trust Co 3
Wilen Investment Management Corp. 3
Blackrock Debt Strategies Fund, Inc. 3
Blackrock Core Bond Trust 3
State of New Jersey Common Pension Fund A 3
Blackrock Ltd Duration Income Trust 3
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
Calamos Long/Short Equity & Dynamic Income Trust 3
BI Asset Management Fondsmaeglerselskab A/S 3
Fisher Asset Management, LLC 3
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 3
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
RiverFront Investment Group, LLC 3
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 3
Morgan Dempsey Capital Management Llc 3
Angelo Gordon & Co., L.p. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 3
BBT Capital Management, LLC 3
Transcend Wealth Collective, Llc 3
Hilltop Holdings Inc. 3
CVA Family Office, LLC 3
Macroview Investment Management Llc 3
Lionsbridge Wealth Management LLC 3
Deseret Mutual Benefit Administrators 3
Delphi Private Advisors LLC 3
Carolinas Wealth Consulting Llc 3
Natixis Investment Managers International 3
Keebeck Wealth Management, LLC 3
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 3
CTC Alternative Strategies, Ltd. 3
Chicago Partners Investment Group LLC 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
Longview Partners (Guernsey) LTD 3
Gyon Technologies Capital Management, LP 3
QCM Cayman, Ltd. 3
Partnervest Advisory Services LLC 3
Americana Partners, LLC 3
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 3
Lloyd Advisory Services, LLC. 3
Lingohr & Partner Asset Management GmbH 3
CBIZ Investment Advisory Services, LLC 3
Key FInancial Inc 3
Burney Co/ 3
Islay Capital Management, Llc 3
Spdr S&p Midcap 400 Etf Trust 3
Malaga Cove Capital, LLC 3
Integrated Advisors Network LLC 3
Ariel Investments, Llc 3
Atticus Wealth Management, Llc 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 3
Paradigm Capital Management Inc/ny 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 3
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 3
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
Polaris Wealth Advisory Group, LLC 3
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 3
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 3
Dai-ichi Life Holdings, Inc. 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
Tredje AP-fonden 3
University Of Texas/texas Am Investment Managment Co 3
Breton Hill Capital Ltd. 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 3
Gargoyle Investment Advisor L.L.C. 3
Wilmington Trust, National Association 3
Frazier Financial Advisors, LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 3
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
Wilmington Funds Management Corp 3
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 3
Gilder Gagnon Howe & Co Llc 3
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 3
361 Capital Llc 3
Valley National Advisers Inc 3
Duncker Streett & Co Inc 3
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
Stux Capital Management, LLC 3
SOUTH STATE Corp 3
Associated Banc-corp 3
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
Well Done, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
Eventide Asset Management, Llc 3
Cramer Rosenthal Mcglynn Llc 3
Zions Bancorporation 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
Origin Asset Management LLP 3
Winfield Associates, Inc. 3
Hartford Series Fund Inc 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 3
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 3
Fieldview Capital Management, LLC 3
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
River & Mercantile Asset Management Llp 3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 3
Jacobi Capital Management LLC 3
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 3
Kepos Capital LP 3
Bayforest Capital Ltd 3
Dubuque Bank & Trust Co 3
Paragon Capital Management Ltd 3
GW&K Investment Management, LLC 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 3
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 3
Gladius Capital Management LP 3
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 3
Northwestern Mutual Investment Management Company, Llc 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
Ssi Investment Management Llc 3
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 3
Bruce G. Allen Investments, LLC 3
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 3
First Bank & Trust 3
Valued Wealth Advisors LLC 3
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
Simon Quick Advisors, Llc 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
DRW Securities, LLC 3
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 3
Teton Westwood Funds 3
Anchor Investment Management, LLC 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
Lapides Asset Management, LLC 3
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 3
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 3
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF 3
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
VCGAX - VALIC Co I - Growth & Income Fund 3
Mascoma Wealth Management LLC 3
VBCVX - VALIC Co I - Systematic Value Fund 3
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 3
VCBCX - VALIC Co I - Blue Chip Growth Fund 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 3
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 3
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 3
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 3
Westfield Capital Management Co Lp 3
Atlantic Investment Management Inc 3
Syon Capital Llc 3
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
Arlington Trust Co LLC 3
Chase Investment Counsel Corp 3
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 3
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 3
Cape Investment Advisory, Inc. 3
Luminus Management Llc 3
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 3
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 3
Fiera Capital Corp 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
Interval Partners, LP 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
Scoria Capital Partners LP 3
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 3
Farringdon Capital, Ltd. 3
Royal London Asset Management Ltd 3
Transce3nd, LLC 3
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 3
Tsfg, Llc 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 3
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 3
TIMOTHY PLAN - Timothy Strategic Variable 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 3
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 3
Hm Payson & Co 3
Colony Group Llc 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Janney Capital Management LLC 3
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 3
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 3
Ada Investment Management, LP 3
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 3
Integrated Quantitative Investments LLC 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 3
UniSuper Management Pty Ltd 3
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 3
Resona Asset Management Co.,Ltd. 3
Sumitomo Mitsui DS Asset Management Company, Ltd 3
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 3
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 3
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 3
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 3
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
Gts Securities Llc 3
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 3
Yorktown Management & Research Co Inc 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 3
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 3
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 3
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 3
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 3
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 3
iA Global Asset Management Inc. 3
Hexavest Inc. 3
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 3
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
FNY Partners Fund LP 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
Impact Partnership Wealth, LLC 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 3
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
Atomi Financial Group, Inc. 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
Peapack Gladstone Financial Corp 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
Gateway Investment Advisers Llc 3
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 3
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 3
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 3
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
Optimum Investment Advisors 3
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 3
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
Millstone Evans Group, LLC 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 3
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 3
Glenview Trust Co 3
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 3
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 3
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 3
First Capital Advisors Group, LLC. 3
MERVX - MERGER FUND VL - The Merger Fund VL 3
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 3
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 3
Ikos Cif Ltd 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
Monroe Bank & Trust/mi 3
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 3
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 3
Kettle Hill Capital Management, Llc 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
Fosun International Ltd 3
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 3
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
Allstate Corp 3
Endurance Wealth Management, Inc. 3
Lyrical Asset Management Lp 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
MU Investments Co., Ltd. 3
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 3
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 3
Ogorek Anthony Joseph /ny/ /adv 3
Aviva Plc 3
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 3
CSat Investment Advisory, L.P. 3
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 3
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 3
Harvest Management Llc 3
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 3
Montecito Bank & Trust 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
Polar Capital LLP 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 3
Delta Asset Management Llc/tn 3
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 3
Shine Investment Advisory Services Inc 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
Flinton Capital Management LLC 3
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 3
Creekmur Asset Management LLC 3
Snow Capital Management Lp 3
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 3
Tucker Asset Management Llc 3
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 3
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 3
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 3
TimesSquare Capital Management, LLC 3
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 3
Nilsine Partners, LLC 3
Fred Alger Management, Llc 3
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 3
Fifth Third Wealth Advisors LLC 3
Jaffetilchin Investment Partners, LLC 3
Maven Securities LTD 3
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
Hughes Financial Services, LLC 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
Fort, L.p. 3
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 3
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 3
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
Dynamic Capital Management Ltd 3
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 3
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 3
High Pointe Capital Management Llc 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 3
Empirical Finance, LLC 3
Forward Management, LLC 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
Osborn Rohs Williams & Donohoe Ltd 3
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 3
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 3
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
Levin Capital Strategies, L.p. 3
Authentikos Wealth Advisory, LLC 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
Transamerica Financial Advisors, Inc. 3
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 3
PGGM Investments 3
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 3
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 3
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 3
Royce Micro-cap Trust, Inc /md/ 3
Acrisure Capital Management, LLC 3
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 3
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 3
Whipplewood Advisors, LLC 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
Van Den Berg Management I, Inc 3
Point View Wealth Management, Inc. 3
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
Ballentine Partners, LLC 3
Oakbrook Investments Llc 3
ID Management A/S 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 3
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
Lee Financial Co 3
Walthausen & Co., LLC 3
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 3
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 3
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 3
Fondren Management LP 3
Wilmington Trust Co 3
Cooke & Bieler Lp 3
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
Invictus RG Pte. Ltd. 3
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 3
Polaris Capital Management, LLC 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
ACK Asset Management LLC 3
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3
Curian Capital Llc 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
Bragg Financial Advisors, Inc 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 3
Twin Capital Management Inc 3
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 3
Strategic Investment Solutions, Inc. /IL 3
Loews Corp 3
Point72 Europe (London) LLP 3
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 3
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 3
Edge Asset Management, Inc 3
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 3
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 3
Dai-Ichi Life Insurance Company, Ltd 3
Dana Investment Advisors, Inc. 3
Park Place Capital Corp 3
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 3
Perpetual Ltd 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 3
Institute for Wealth Management, LLC. 3
Level Four Advisory Services, Llc 3
Global X Funds 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 3
Profunds - Profund Vp Ultramid-cap 3
Glen Harbor Capital Management LLC 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
Profunds - Profund Vp Small-cap Value 3
Profunds - Profund Vp Mid-cap Value 3
Lloyds Banking Group plc 3
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 3
Moran Wealth Management, LLC 3
22nw, Lp 3
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 3
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 3
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 3
Columbia Partners L L C Investment Management 3
Rafferty Asset Management, LLC 3
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 3
Qsemble Capital Management, LP 3
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 3
Bleakley Financial Group, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
Citizens Financial Group Inc/ri 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 3
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 3
RFP Financial Group LLC 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 3
R&F Capital Advisors LP 3
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 3
Oppenheimer Quest For Value Funds 3
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 3
Capula Management Ltd 3
Stephens Consulting, LLC 3
Kapitalo Investimentos Ltda 3
Bp Plc 3
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 3
Colonial Trust Co / SC 3
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
Financial Counselors Inc 3
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 3
First Personal Financial Services 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
Citizens Business Bank 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 3
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 3
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 3
Jpmorgan Trust Iii 3
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 3
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 3
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 3
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 3
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 3
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 3
PIMCO FUNDS - PIMCO Low Duration Portfolio 3
Crawford Investment Counsel Inc 3
Coston, McIsaac & Partners 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
Turner Investments, L.p. 3
PIMCO FUNDS - PIMCO Short Asset Portfolio 3
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3