Home Health Care Services - 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
Morgan Stanley 17
Deutsche Bank Ag\ 17
Goldman Sachs Group Inc 16
Jpmorgan Chase & Co 16
Royal Bank Of Canada 15
Bank Of America Corp /de/ 15
Citadel Advisors Llc 15
State Street Corp 15
Susquehanna International Group, Llp 15
UBS Group AG 15
Charles Schwab Investment Management Inc 14
Geode Capital Management, Llc 14
Bank of New York Mellon Corp 14
Principal Financial Group Inc 14
Fmr Llc 14
American International Group, Inc. 14
Ubs Asset Management Americas Inc 14
Vanguard Group Inc 14
Northern Trust Corp 14
Barclays Plc 14
Invesco Ltd. 14
Wells Fargo & Company/mn 14
Voya Investment Management Llc 14
Simplex Trading, Llc 14
Marshall Wace, Llp 14
BlackRock, Inc. 14
Citigroup Inc 14
Proequities, Inc. 14
SG Americas Securities, LLC 14
Tower Research Capital LLC (TRC) 14
D. E. Shaw & Co., Inc. 14
Nuveen Asset Management, LLC 13
Legal & General Group Plc 13
Alliancebernstein L.p. 13
Russell Investments Group, Ltd. 13
Swiss National Bank 13
Renaissance Technologies Llc 13
California State Teachers Retirement System 13
Aqr Capital Management Llc 13
New York State Common Retirement Fund 13
Millennium Management Llc 13
Los Angeles Capital Management Llc 13
Rhumbline Advisers 13
Sei Investments Co 13
Public Employees Retirement System Of Ohio 13
Two Sigma Investments, Lp 13
Metropolitan Life Insurance Co/ny 13
Dimensional Fund Advisors Lp 13
Strs Ohio 13
Ameriprise Financial Inc 13
Pnc Financial Services Group, Inc. 13
Gsa Capital Partners Llp 13
Jane Street Group, Llc 13
Tudor Investment Corp Et Al 13
Acadian Asset Management Llc 12
Qube Research & Technologies Ltd 12
Bnp Paribas Arbitrage, Sa 12
Federated Hermes, Inc. 12
Cubist Systematic Strategies, LLC 12
Victory Capital Management Inc 12
Algert Global Llc 12
Manufacturers Life Insurance Company, The 12
MetLife Investment Management, LLC 12
Schonfeld Strategic Advisors LLC 12
Parametric Portfolio Associates Llc 12
Price T Rowe Associates Inc /md/ 12
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 12
Deerfield Management Company, L.p. (series C) 12
Engineers Gate Manager LP 12
Teacher Retirement System Of Texas 12
Bank Of Montreal /can/ 12
Parallel Advisors, LLC 12
Credit Suisse Ag/ 12
Two Sigma Advisers, Lp 12
First Trust Advisors Lp 12
Amalgamated Bank 12
Verition Fund Management LLC 12
Squarepoint Ops LLC 12
Group One Trading, L.p. 12
Envestnet Asset Management Inc 12
State Board Of Administration Of Florida Retirement System 11
LPL Financial LLC 11
Panagora Asset Management Inc 11
IFP Advisors, Inc 11
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 11
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 11
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 11
Prelude Capital Management, Llc 11
Walleye Trading LLC 11
IWV - iSHARES TRUST - iShares Russell 3000 ETF 11
Walleye Capital LLC 11
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 11
State of Wyoming 11
Balyasny Asset Management Llc 11
Covestor Ltd 11
Norges Bank 11
ExodusPoint Capital Management, LP 11
Raymond James & Associates 11
Prudential Financial Inc 11
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 11
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 11
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 11
Paloma Partners Management Co 11
Allworth Financial LP 11
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 11
Nisa Investment Advisors, Llc 11
Lazard Asset Management Llc 11
Creative Planning 11
Oxford Asset Management Llp 11
Arizona State Retirement System 11
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 11
Wolverine Asset Management Llc 11
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 11
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 11
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 11
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 11
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 11
Advisor Group Holdings, Inc. 11
Quantbot Technologies LP 11
Sterling Capital Management LLC 11
Cwm, Llc 11
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 11
American Century Companies Inc 11
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 11
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 11
State Of Wisconsin Investment Board 11
Zurcher Kantonalbank (Zurich Cantonalbank) 11
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 11
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 11
Wellington Management Group Llp 11
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 11
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 11
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 11
Hrt Financial Lp 11
ProShare Advisors LLC 11
Us Bancorp \de\ 11
Hsbc Holdings Plc 11
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 11
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 11
Alberta Investment Management Corp 11
Ameritas Investment Partners, Inc. 11
Macquarie Group Ltd 11
Point72 Asset Management, L.P. 11
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 11
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 11
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 11
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 11
Man Group plc 11
Point72 Hong Kong Ltd 11
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 11
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 11
Marshall Wace North America L.P. 11
Dynamic Technology Lab Private Ltd 10
Comerica Bank 10
Jump Financial, LLC 10
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 10
Cibc World Markets Corp 10
Captrust Financial Advisors 10
Healthcare Of Ontario Pension Plan Trust Fund 10
Centiva Capital, LP 10
Guggenheim Capital Llc 10
Huntington National Bank 10
Dark Forest Capital Management Lp 10
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 10
Gotham Asset Management, LLC 10
Bridgeway Capital Management Inc 10
Magnetar Financial LLC 10
XTX Topco Ltd 10
Northwestern Mutual Wealth Management Co 10
PDT Partners, LLC 10
Signaturefd, Llc 10
Allspring Global Investments Holdings, LLC 10
Quadrant Capital Group Llc 10
Nomura Holdings Inc 10
Humankind Benefit Corp - Humankind US Stock ETF 10
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 10
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 10
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 10
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 10
Thrivent Financial For Lutherans 10
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 10
Connor, Clark & Lunn Investment Management Ltd. 10
Pacer Advisors, Inc. 10
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 10
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 10
Adage Capital Partners Gp, L.l.c. 10
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 10
Franklin Resources Inc 10
Virginia Retirement Systems Et Al 10
Maven Securities LTD 10
Boothbay Fund Management, Llc 10
Janus Henderson Group Plc 10
LMR Partners LLP 10
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 10
Lindbrook Capital, Llc 10
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 10
Laurion Capital Management LP 10
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 10
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 10
Trexquant Investment LP 10
Arrowstreet Capital, Limited Partnership 10
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10
Winton Capital Group Ltd 9
Voloridge Investment Management, Llc 9
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 9
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 9
Graham Capital Management, L.P. 9
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 9
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 9
Manchester Capital Management LLC 9
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 9
VCSLX - VALIC Co I - Small Cap Index Fund 9
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 9
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 9
NSIDX - Northern Funds - Northern Small Cap Index Fund 9
Teachers Retirement System Of The State Of Kentucky 9
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 9
SLPIX - Profunds - Small-cap Profund Investor Class 9
Massmutual Trust Co Fsb/adv 9
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 9
Royce & Associates Lp 9
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 9
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 9
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 9
Ancora Advisors, LLC 9
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF 9
Alyeska Investment Group, L.P. 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 9
Wolverine Trading, Llc 9
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 9
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 9
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 9
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 9
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 9
Cutler Group LP 9
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 9
State of Tennessee, Treasury Department 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 9
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 9
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 9
Loomis Sayles & Co L P 9
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 9
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 9
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 9
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9
PENN SERIES FUNDS INC - Small Cap Index Fund 9
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 9
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 9
Steward Partners Investment Advisory, Llc 9
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 9
EverSource Wealth Advisors, LLC 9
Brevan Howard Capital Management LP 9
IWM - iSHARES TRUST - iShares Russell 2000 ETF 9
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 9
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 9
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 9
Fifth Third Bancorp 9
Occudo Quantitative Strategies Lp 9
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 9
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 9
GWM Advisors LLC 9
Y-Intercept (Hong Kong) Ltd 9
Advisory Services Network, LLC 9
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 9
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 9
Profunds - Profund Vp Small-cap 9
Profunds - Profund Vp Ultrasmall-cap 9
Ergoteles LLC 9
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 9
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 9
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 9
Gabelli Funds Llc 9
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 9
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 9
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 9
Allianz Asset Management GmbH 9
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 9
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 9
Canada Pension Plan Investment Board 9
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 9
C M Bidwell & Associates Ltd 9
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 9
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 9
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 9
Woodline Partners LP 9
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 9
Zacks Investment Management 9
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 9
Parkside Financial Bank & Trust 9
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 9
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 8
Nuveen, LLC 8
Altshuler Shaham Ltd 8
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 8
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 8
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 8
Schroder Investment Management Group 8
Raymond James Financial Inc 8
Quarry LP 8
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
Glenmede Trust Co Na 8
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 8
Caxton Associates Lp 8
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 8
Rockefeller Capital Management L.P. 8
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 8
Jones Financial Companies Lllp 8
Petrus Trust Company, LTA 8
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 8
Mackenzie Financial Corp 8
Police & Firemen's Retirement System of New Jersey 8
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 8
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 8
Versant Capital Management, Inc 8
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 8
Texas Permanent School Fund 8
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 8
Global Retirement Partners, LLC 8
TCI Wealth Advisors, Inc. 8
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 8
Jefferies Group LLC 8
Truist Financial Corp 8
Fuller & Thaler Asset Management, Inc. 8
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 8
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 8
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 8
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 8
Cnh Partners Llc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 8
Ensign Peak Advisors, Inc 8
Holocene Advisors, LP 8
Twinbeech Capital Lp 8
Gamco Investors, Inc. Et Al 8
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 8
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 8
GAMMA Investing LLC 8
First Horizon Advisors, Inc. 8
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 8
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 8
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 8
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 8
FORA Capital, LLC 8
New York State Teachers Retirement System 8
First Mercantile Trust Co 8
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 8
Keebeck Alpha, LP 8
Wipfli Financial Advisors Llc, 8
Natixis 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
Lisanti Capital Growth, LLC 8
Calamos Advisors LLC 8
Assetmark, Inc 8
O'shaughnessy Asset Management, Llc 8
Louisiana State Employees Retirement System 8
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 8
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 8
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 8
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 8
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 8
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 8
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 8
Ellevest, Inc. 8
EAM Investors, LLC 8
Amundi 8
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 8
Putnam Investments Llc 8
FLDFX - Meeder Funds - BALANCED FUND Retail Class 8
Virtu Financial LLC 8
Campbell & CO Investment Adviser LLC 8
Amalgamated Financial Corp. 8
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 8
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 8
ClariVest Asset Management LLC 8
Kennedy Capital Management, Inc. 8
Mutual Of America Capital Management Llc 8
Meeder Asset Management Inc 8
Larson Financial Group LLC 8
Bessemer Group Inc 8
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 8
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 8
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 8
Janney Montgomery Scott LLC 8
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 8
Alpine Global Management, LLC 8
Highbridge Capital Management Llc 8
Bayesian Capital Management, LP 8
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 8
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 8
Boston Partners 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 8
Ronald Blue Trust, Inc. 8
HighTower Advisors, LLC 8
Intech Investment Management Llc 8
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 8
Jacobs Levy Equity Management, Inc 8
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 8
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 8
Corebridge Financial, Inc. 8
Point72 Asia (Singapore) Pte. Ltd. 8
Segall Bryant & Hamill, Llc 8
SRS Capital Advisors, Inc. 8
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 8
California Public Employees Retirement System 8
Parallax Volatility Advisers, L.P. 8
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 7
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 7
Shell Asset Management Co 7
Sanctuary Wealth Advisors, LLC 7
Farmers & Merchants Investments Inc 7
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 7
Eagle Asset Management Inc 7
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 7
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 7
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 7
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 7
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 7
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 7
Mariner, LLC 7
Jefferies Financial Group Inc. 7
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 7
Foundry Partners, LLC 7
Atom Investors LP 7
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 7
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 7
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 7
New York Life Investment Management Llc 7
Everence Capital Management Inc 7
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 7
Hartland & Co., LLC 7
Vestcor Inc 7
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 7
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 7
Illinois Municipal Retirement Fund 7
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 7
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 7
Farther Finance Advisors, LLC 7
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 7
Brookfield Asset Management Inc. 7
SBI Securities Co., Ltd. 7
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 7
Belpointe Asset Management LLC 7
Corton Capital Inc. 7
Rothschild Asset Management Inc 7
EntryPoint Capital, LLC 7
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 7
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 7
Martingale Asset Management L P 7
BNP Paribas Asset Management Holding S.A. 7
Yousif Capital Management, Llc 7
Capital Performance Advisors Llp 7
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 7
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 7
Eaton Vance Management 7
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 7
Oppenheimer Asset Management Inc. 7
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 7
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 7
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 7
Ubs Ag 7
Bell Investment Advisors, Inc 7
Mirae Asset Global Investments Co., Ltd. 7
Natixis Advisors, L.p. 7
Kent Lake Capital LLC 7
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 7
Nomura Asset Management Co Ltd 7
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 7
STXK - EA Series Trust - Strive Small-Cap ETF 7
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 7
Blueshift Asset Management, LLC 7
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 7
Sutton Wealth Advisors Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7
Globeflex Capital L P 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 7
Silvercrest Asset Management Group Llc 7
Moore Capital Management, Lp 7
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 7
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 7
Systematic Financial Management Lp 7
Private Trust Co Na 7
PEAK6 Investments LLC 7
TimesSquare Capital Management, LLC 7
Bridgewater Associates, LP 7
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 7
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 7
Two Sigma Securities, Llc 7
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 7
KBC Group NV 7
First Republic Investment Management, Inc. 7
Fred Alger Management, Llc 7
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7
Klp Kapitalforvaltning As 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 7
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 7
Summit Global Investments 7
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 7
Oregon Public Employees Retirement Fund 7
PEAK6 Investments, L.P. 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
Advanced Series Trust - Ast Small-cap Growth Portfolio 7
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 7
Massachusetts Financial Services Co /ma/ 7
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 7
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 7
Cerity Partners LLC 7
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 7
Umb Bank N A/mo 7
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 7
PineBridge Investments, L.P. 7
Legato Capital Management LLC 7
Candriam Luxembourg S.C.A. 7
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 7
Point72 Middle East FZE 7
Handelsbanken Fonder AB 7
FNY Investment Advisers, LLC 7
A.R.T. Advisors, LLC 7
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 7
Hexagon Capital Partners LLC 7
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 7
Cornercap Investment Counsel Inc 7
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 7
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 7
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 7
Eqis Capital Management, Inc. 7
State of Alaska, Department of Revenue 7
Picton Mahoney Asset Management 7
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 7
Weiss Strategic Interval Fund 7
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 7
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 7
Susquehanna Fundamental Investments, Llc 7
RBB FUND, INC. - Adara Smaller Companies Fund 7
CI Private Wealth, LLC 7
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 7
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 7
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 7
Sofos Investments, Inc. 7
Hillsdale Investment Management Inc. 7
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 7
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 7
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 7
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 7
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 7
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 7
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 7
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 7
Public Employees Retirement Association Of Colorado 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 7
Glassman Wealth Services 7
Hudson Bay Capital Management LP 7
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 7
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 7
Smith Asset Management Group Lp 7
Pentwater Capital Management LP 7
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 7
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 7
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 7
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio 7
Raymond James Financial Services Advisors, Inc. 7
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 7
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 7
Neuberger Berman Group LLC 7
BlackRock Institutional Trust Company, N.A. 7
Monashee Investment Management LLC 7
Public Sector Pension Investment Board 7
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 7
Versor Investments LP 7
Denali Advisors Llc 7
Empowered Funds, LLC 7
Point72 (DIFC) Ltd 7
Cambridge Investment Research Advisors, Inc. 7
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 6
Pictet Asset Management Sa 6
Caitong International Asset Management Co., Ltd 6
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 6
Cresset Asset Management, LLC 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
Sumitomo Mitsui Trust Holdings, Inc. 6
Alphacrest Capital Management Llc 6
Pearl River Capital, LLC 6
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 6
Quantamental Technologies LLC 6
Integrated Quantitative Investments LLC 6
Sectoral Asset Management Inc 6
Blackrock Debt Strategies Fund, Inc. 6
Blackrock Ltd Duration Income Trust 6
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 6
Private Capital Group, LLC 6
AdvisorNet Financial, Inc 6
Berman Capital Advisors, LLC 6
Caption Management, LLC 6
Commonwealth Equity Services, Llc 6
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 6
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 6
Weiss Asset Management LP 6
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 6
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 6
Weiss Multi-Strategy Advisers LLC 6
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 6
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 6
Gabelli Healthcare & Wellnessrx Trust 6
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 6
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 6
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 6
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 6
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 6
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 6
Van Eck Associates Corp 6
Td Asset Management Inc 6
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 6
Aquatic Capital Management LLC 6
United Services Automobile Association 6
CenterBook Partners LP 6
SJS Investment Consulting Inc. 6
Stifel Financial Corp 6
Harbor Capital Advisors, Inc. 6
State of New Jersey Common Pension Fund D 6
Guggenheim Active Allocation Fund 6
Schubert & Co 6
Hbk Investments L P 6
BlackRock Group LTD 6
BlackRock Fund Advisors 6
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 6
BlackRock Advisors LLC 6
BlackRock Investment Management, LLC 6
Teachers Advisors, Llc 6
Tiaa Cref Investment Management Llc 6
Advisors Asset Management, Inc. 6
Polar Capital Holdings Plc 6
Vontobel Holding Ltd. 6
National Bank Of Canada /fi/ 6
CIBC Private Wealth Group, LLC 6
RidgeWorth Capital Management LLC 6
Jennison Associates Llc 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 6
First Eagle Investment Management, LLC 6
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 6
Aster Capital Management (DIFC) Ltd 6
Formidable Asset Management, LLC 6
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 6
Alps Advisors Inc 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
Jfs Wealth Advisors, Llc 6
Disciplined Investments, LLC 6
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 6
Driehaus Capital Management Llc 6
RSSL - Global X Funds - Global X Russell 2000 ETF 6
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 6
Mirabella Financial Services Llp 6
Orion Portfolio Solutions, LLC 6
BlackRock Credit Strategies Fund 6
Aigen Investment Management, Lp 6
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 6
Pier Capital, LLC 6
Great West Life Assurance Co /can/ 6
Profund Advisors Llc 6
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 6
CIBC Asset Management Inc 6
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 6
Tfs Capital Llc 6
Clear Street Markets Llc 6
GABELLI & Co INVESTMENT ADVISERS, INC. 6
RXL - PROSHARES TRUST - ProShares Ultra Health Care 6
Thompson Siegel & Walmsley Llc 6
Dupont Capital Management Corp 6
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 6
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 6
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 6
Nationwide Fund Advisors 6
Aperio Group, LLC 6
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 6
Capital Fund Management S.a. 6
Rothschild Investment Llc 6
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 6
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 6
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 6
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 6
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 6
Exchange Traded Concepts, Llc 6
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 6
Federation des caisses Desjardins du Quebec 6
Nordea Investment Management Ab 6
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 6
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 6
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 6
Ellington Management Group Llc 6
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 6
Entropy Technologies, LP 6
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 6
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 6
Oppenheimer & Co Inc 6
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 6
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 6
NEXT Financial Group, Inc 6
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 6
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 6
Cullen/frost Bankers, Inc. 6
Smartleaf Asset Management LLC 6
First Quadrant L P/ca 6
Skopos Labs, Inc. 6
Atria Investments Llc 6
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 6
Fox Run Management, L.l.c. 6
Quest Partners LLC 6
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 6
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 6
Landscape Capital Management, L.l.c. 6
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 6
DekaBank Deutsche Girozentrale 6
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 6
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 6
Stephens Inc /ar/ 6
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 6
Russell Frank Co/ 6
Mackay Shields Llc 6
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 6
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 6
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 6
Pictet Asset Management Holding SA 6
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
BlueCrest Capital Management Ltd 6
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 6
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 6
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 6
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6
Cetera Investment Advisers 6
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 6
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 6
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 6
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 6
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 6
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 6
Polar Capital LLP 6
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 6
Skandinaviska Enskilda Banken AB (publ) 6
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 6
Venturi Wealth Management, LLC 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 6
Capula Management Ltd 6
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 6
USA Financial Portformulas Corp 6
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 6
True Wealth Design, LLC 6
Boston Private Wealth Llc 6
Quadrature Capital Ltd 6
BerganKDV Wealth Management, LLC 6
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 6
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 6
Advisor Group, Inc. 6
Ci Investments Inc. 6
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 6
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 6
Park West Asset Management LLC 6
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 6
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 6
Universal- Beteiligungs- und Servicegesellschaft mbH 6
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 6
Assenagon Asset Management S.A. 6
Sowell Financial Services LLC 6
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 6
Crossmark Global Holdings, Inc. 6
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 6
FIL Ltd 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6
UMA Financial Services, Inc. 6
Avion Wealth 6
Newbridge Financial Services Group, Inc. 5
BlackRock ETF Trust - BlackRock Future Health ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 5
MetLife Securities, Inc 5
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 5
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 5
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 5
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 5
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 5
Diversified Trust Co 5
Catalyst Funds Management Pty Ltd 5
Ieq Capital, Llc 5
Prosight Management, LP 5
Great Lakes Advisors, Llc 5
Jupiter Asset Management Ltd 5
Valeo Financial Advisors, LLC 5
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 5
Capital Advisors, Ltd. LLC 5
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 5
M&t Bank Corp 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 5
Quantinno Capital Management LP 5
Tocqueville Asset Management L.p. 5
U.S. Capital Wealth Advisors, LLC 5
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 5
Maryland State Retirement & Pension System 5
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
Advanced Series Trust - Ast Small-cap Value Portfolio 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 5
American Portfolios Advisors 5
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 5
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 5
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 5
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 5
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 5
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 5
Commerce Bank 5
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 5
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 5
FourThought Financial, LLC 5
Ladenburg Thalmann Financial Services Inc 5
Concord Wealth Partners 5
Axa S.a. 5
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 5
Bank Of Nova Scotia 5
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 5
Castleark Management Llc 5
Penserra Capital Management LLC 5
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 5
Gabelli Equity Trust Inc 5
VTL Associates, LLC 5
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 5
Coldstream Capital Management Inc 5
Acrospire Investment Management LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 5
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 5
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 5
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 5
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 5
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 5
Eaton Vance Ltd Duration Income Fund 5
Ground Swell Capital, LLC 5
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 5
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 5
Glazer Capital, Llc 5
Steward Financial Group LLC 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
Sherbrooke Park Advisers Llc 5
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 5
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5
HighMark Wealth Management LLC 5
Farallon Capital Management Llc 5
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 5
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 5
Emerald Acquisition Ltd. 5
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 5
Quantitative Systematic Strategies LLC 5
GAM Holding AG 5
Wedge Capital Management L L P/nc 5
First Hawaiian Bank 5
Cassady Schiller Wealth Management, LLC 5
Private Advisor Group, LLC 5
Duality Advisers, Lp 5
Seven Eight Capital, Lp 5
Hancock Whitney Corp 5
MUFG Americas Holdings Corp 5
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 5
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 5
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 5
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 5
Innealta Capital, Llc 5
LGT Financial Advisors LLC 5
Fort Washington Investment Advisors Inc /oh/ 5
Mckinley Capital Management Llc /delaware 5
NOSGX - Northern Funds - Northern Small Cap Value Fund 5
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 5
Penn Capital Management Co Inc 5
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 5
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 5
Principal Funds Inc 5
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 5
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 5
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 5
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 5
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 5
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 5
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 5
Financial Gravity Companies, Inc. 5
Teza Capital Management LLC 5
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 5
State Farm Mutual Fund Trust 5
Old Mission Capital Llc 5
Vanguard World Fund 5
Vanguard Index Funds 5
Retirement Systems of Alabama 5
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 5
Ontario Teachers Pension Plan Board 5
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 5
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5
State Farm Variable Product Trust 5
Harvest Fund Management Co., Ltd 5
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 5
Robeco Institutional Asset Management B.V. 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
Harbour Investments, Inc. 5
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 5
South Dakota Investment Council 5
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 5
Pura Vida Investments, Llc 5
Brinker Capital Investments, LLC 5
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 5
CWM Advisors, LLC 5
Gilder Gagnon Howe & Co Llc 5
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 5
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 5
Blackrock Corporate High Yield Fund, Inc. 5
Sawgrass Asset Management Llc 5
Zions Bancorporation, N.A. 5
Stevens Capital Management Lp 5
Twin Peaks Wealth Advisors, LLC 5
Axq Capital, Lp 5
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 5
Dynamic Technology Lab Pte Ltd 5
Weld Capital Management Llc 5
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 5
Stephens Consulting, LLC 5
Oberweis Asset Management Inc/ 5
Geneos Wealth Management Inc. 5
Seizert Capital Partners, Llc 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 5
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 5
Numeric Investors Llc 5
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 5
Dorsey Wright & Associates 5
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 5
Mount Yale Investment Advisors, LLC 5
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5
Sivik Global Healthcare LLC 5
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 5
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 5
Spot Trading L.L.C 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 5
Harbor Investment Advisory, Llc 5
Dorsey & Whitney Trust CO LLC 5
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 5
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 5
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 5
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 5
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 5
Bardin Hill Management Partners Lp 5
Cordant, Inc. 5
Plante Moran Financial Advisors, LLC 5
Piedmont Investment Advisors Llc 5
Hantz Financial Services, Inc. 5
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 5
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 5
FinTrust Capital Advisors, LLC 5
Edgestream Partners, L.P. 5
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 5
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 5
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 5
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 5
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 5
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 5
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 5
Caas Capital Management Lp 5
Brown Advisory Inc 5
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 5
MLPIX - Profunds - Mid-cap Value Profund Investor Class 5
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 5
MDPIX - Profunds - Mid-cap Profund Investor Class 5
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 5
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 5
Aviva Plc 5
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
Lombard Odier Asset Management (Switzerland) SA 5
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 5
Prospera Financial Services Inc 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
Lsv Asset Management 5
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 5
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 5
Integral Health Asset Management, LLC 5
Cetera Advisor Networks LLC 5
Financial Management Professionals, Inc. 5
Keybank National Association/oh 5
Blair William & Co/il 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 5
FNY Managed Accounts LLC 5
Municipal Employees' Retirement System of Michigan 5
Principal Securities, Inc. 5
Proficio Capital Partners LLC 5
Nuveen S&p 500 Dynamic Overwrite Fund 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 5
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 5
Mason Street Advisors, Llc 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 5
Sciencast Management LP 5
Profunds - Profund Vp Health Care 5
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 5
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 5
Flynn James E 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 5
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 5
Baird Financial Group, Inc. 5
EBI - RBB Fund Trust - Longview Advantage ETF 5
Prescott Group Capital Management, L.l.c. 5
Xponance, Inc. 5
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 5
APG Asset Management N.V. 5
Amundi Pioneer Asset Management Inc 5
Maverick Capital Ltd 5
Oppenheimer Funds Inc 5
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 5
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 5
JS Capital Management LLC 5
JIHDX - John Hancock Funds II - High Yield Fund Class 1 5
Bogle Investment Management L P /de/ 5
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 4
D.a. Davidson & Co. 4
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 4
Smith Group Asset Management, LLC 4
Suntrust Banks Inc 4
NumerixS Investment Technologies Inc 4
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 4
Lombard Odier Asset Management (USA) Corp 4
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 4
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 4
Blackstone Group Inc 4
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
Oak Thistle LLC 4
IWB - iSHARES TRUST - iShares Russell 1000 ETF 4
Perceptive Advisors Llc 4
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 4
NN Investment Partners Holdings N.V. 4
Claris Advisors, Llc / Mo / 4
AMP Capital Investors Ltd 4
Janney Capital Management LLC 4
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 4
Agf Investments Inc. 4
Hm Payson & Co 4
Brown Brothers Harriman & Co 4
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 4
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 4
Davidson Kempner Capital Management Lp 4
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
CoreCap Advisors, LLC 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 4
Kcg Holdings, Inc. 4
NOMIX - Northern Funds - Northern Mid Cap Index Fund 4
Kayne Anderson Rudnick Investment Management Llc 4
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 4
MQS Management LLC 4
Snowden Capital Advisors LLC 4
Fifth Lane Capital, Lp 4
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 4
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 4
RK Capital Management, LLC 4
Wcm Investment Management, Llc 4
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 4
Spark Investment Management LLC 4
Advisors Preferred, LLC 4
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 4
MERVX - MERGER FUND VL - The Merger Fund VL 4
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 4
Capstone Investment Advisors, Llc 4
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 4
Nebula Research & Development LLC 4
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 4
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 4
Polar Asset Management Partners Inc. 4
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 4
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 4
Northwestern Mutual Investment Management Company, Llc 4
Stone Ridge Asset Management LLC 4
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 4
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 4
Bellevue Group AG 4
Toroso Investments, LLC 4
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 4
361 Capital Llc 4
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 4
Bailard, Inc. 4
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 4
Signet Financial Management, Llc 4
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 4
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 4
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 4
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 4
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 4
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 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
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 4
STXG - EA Series Trust - Strive 1000 Growth ETF 4
Allstate Corp 4
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
Alpine Associates Management Inc. 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
Blackstone / Gso Long-short Credit Income Fund 4
Ropes Wealth Advisors Llc 4
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 4
Csenge Advisory Group 4
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 4
Cna Financial Corp 4
Blackstone / Gso Strategic Credit Fund 4
Itau Unibanco Holding S.A. 4
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 4
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 4
Mml Investors Services, Llc 4
Global Income Builder Portfolio - Global Income Builder Portfolio 4
New Mexico Educational Retirement Board 4
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 4
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 4
Sio Capital Management, LLC 4
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 4
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 4
High Income Opportunities Portfolio - High Income Opportunities Portfolio 4
Cornerstone Capital Management Holdings Llc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 4
Institutional & Family Asset Management, Llc 4
Deere & Co 4
Prestige Wealth Management Group LLC 4
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 4
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 4
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 4
Blackrock Multi-sector Income Trust 4
Qtron Investments LLC 4
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 4
Riverhead Capital Management Llc 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 4
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 4
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 4
Treasurer of the State of North Carolina 4
Friess Associates Llc 4
Johnson Investment Counsel Inc 4
Western Asset Middle Market Debt Fund Inc. 4
Prudential Plc 4
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4
Wealthspire Advisors, L.P. 4
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
SAC Capital Advisors LP 4
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 4
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 4
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 4
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 4
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 4
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 4
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 4
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 4
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 4
Grantham, Mayo, Van Otterloo & Co. LLC 4
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 4
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 4
Freestone Grove Partners LP 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
Mercer Global Advisors Inc /adv 4
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
West Tower Group, LLC 4
Kepos Capital LP 4
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 4
Headlands Technologies LLC 4
Tcwp Llc 4
Regions Financial Corp 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 4
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 4
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 4
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 4
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 4
Front Row Advisors LLC 4
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 4
Crewe Advisors LLC 4
Carillon Tower Advisers, Inc. 4
Pinnacle Wealth Planning Services, Inc. 4
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 4
Elkfork Partners LLC 4
JJJ Advisors Inc. 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 4
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 4
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 4
6 Meridian 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 4
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 4
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 4
Angelo Gordon & Co., L.p. 4
Commonwealth Bank Of Australia 4
Virtus Alternative Investment Advisers, Inc. 4
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 4
McIlrath & Eck, LLC 4
Silvant Capital Management LLC 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 4
Blackrock Core Bond Trust 4
AE Wealth Management LLC 4
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF 4
Glen Harbor Capital Management LLC 4
Mendota Financial Group, LLC 4
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 4
EAM Global Investors LLC 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 4
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 4
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 4
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 4
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 4
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 4
Winslow, Evans & Crocker, Inc. 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
Armistice Capital, Llc 4
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 4
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 4
Glen Eagle Advisors, LLC 4
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 4
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 4
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
Howe & Rusling Inc 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 4
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 4
UMPIX - Profunds - Ultramid-cap Profund Investor Class 4
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 4
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 4
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 4
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 4
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
Central Pacific Bank - Trust Division 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 4
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 4
North Star Investment Management Corp. 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 4
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 4
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 4
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 4
VCAAX - VALIC Co I - Asset Allocation Fund 4
VCGAX - VALIC Co I - Growth & Income Fund 4
VMIDX - VALIC Co I - Mid Cap Index Fund 4
APBAX - Cavanal Hill Funds - Active Core Fund Investor 4
WPG Advisers, LLC 4
Monarch Partners Asset Management LLC 4
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 4
Highland Capital Management Lp 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 4
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 4
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
Hutchin Hill Capital, LP 4
Pathstone Family Office, Llc 4
MRGR - PROSHARES TRUST - ProShares Merger ETF 4
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 4
Ranger Investment Management, L.P. 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
Convergence Investment Partners, LLC 4
Pine River Capital Management L.P. 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
Financial Architects, Inc 4
Columbus Circle Investors 4
TIG Advisors, LLC 4
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
Gemmer Asset Management LLC 4
North Tide Capital, Llc 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF 4
Pathstone Holdings, LLC 4
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 4
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 4
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
Tygh Capital Management, Inc. 4
Asset Management One Co., Ltd. 4
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 4
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 4
MUFG Securities EMEA plc 4
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 4
Susquehanna Portfolio Strategies, LLC 4
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 4
Impax Asset Management Group plc 4
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 4
Td Private Client Wealth Llc 4
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 4
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 4
State Of Michigan Retirement System 4
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 4
Cookson Peirce & Co Inc 4
Hanseatic Management Services Inc 4
Redhawk Wealth Advisors, Inc. 4
Shelton Capital Management 4
Phocas Financial Corp. 4
Tarbox Family Office, Inc. 4
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 4
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 4
Spdr S&p Midcap 400 Etf Trust 4
Pictet Asset Management Ltd 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
Nine Chapters Capital Management LLC 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
MAI Capital Management 4
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
Advantage Alpha Capital Partners LP 4
Axiom International Investors Llc /de 4
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 4
Carolinas Wealth Consulting Llc 4
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 4
Cinctive Capital Management LP 4
National Asset Management, Inc. 4
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 4
Westwood Holdings Group Inc 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 4
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 4
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 4
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 4
Sageworth Trust Co 4
Miura Global Management, LLC 4
Ziegler Capital Management, LLC 4
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 4
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 4
Connor Clark & Lunn Investment Management Ltd 4
BRYN MAWR TRUST Co 4
Capstone Asset Management Co 4
Fisher Asset Management, LLC 4
Gradient Investments LLC 4
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 4
Northern Trust Co Of Connecticut 4
Arabesque Asset Management Ltd 4
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 4
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
Sheets Smith Wealth Management 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
Private Wealth Management Group, LLC 4
Benjamin F. Edwards & Company, Inc. 4
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
Assured Investment Management LLC 4
Gierl Augustine Investment Management Inc 4
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 4
JustInvest LLC 4
Rosenberg Matthew Hamilton 4
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 4
Ibex Investors LLC 4
Segantii Capital Management Ltd 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 4
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 4
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 4
Baker Avenue Asset Management, LP 4
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 4
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 4
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 4
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4
Cadence Capital Management Llc 4
Moody National Bank Trust Division 4
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 4
DiNuzzo Private Wealth, Inc. 4
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 4
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 4
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 4
Wedbush Securities Inc 4
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 4
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 4
BlackRock Health Sciences Trust II 4
ETRADE Capital Management LLC 4
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 4
Fieldpoint Private Securities, LLC 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 4
Chartwell Investment Partners, Llc 4
Princeton Alpha Management LP 4
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 4
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 4
Timpani Capital Management LLC 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
Origin Asset Management LLP 4
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 4
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
Bowling Portfolio Management LLC 4
Gladius Capital Management LP 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
SOUTH STATE Corp 4
International Assets Investment Management, Llc 4
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 4
Advisor Partners Ii, Llc 4
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 4
LS Investment Advisors, LLC 4
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 4
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 4
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 4
Synovus Financial Corp 4
Atlantic Trust, LLC 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 4
Stratos Wealth Partners, LTD. 4
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 4
Advisory Research Inc 4
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 4
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 4
Quantedge Capital Pte Ltd 4
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 4
Avantax Advisory Services, Inc. 4
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 4
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 4
Fortitude Family Office, LLC 4
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 4
Van Hulzen Asset Management, LLC 4
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 4
Profunds - Profund Vp Ultramid-cap 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
Profunds - Profund Vp Mid-cap Growth 4
Profunds - Profund Vp Small-cap Value 4
Profunds - Profund Vp Mid-cap Value 4
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 4
Cornerstone Investment Partners, LLC 4
Vanguard Explorer Fund 4
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 4
Cowen Group, Inc. 4
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 4
Vanguard Horizon Funds 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
Wolff Wiese Magana Llc 4
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 4
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 4
Bruce G. Allen Investments, LLC 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
Vantage Consulting Group Inc 4
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 4
Whittier Trust Co Of Nevada Inc 4
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 4
Alpha DNA Investment Management LLC 4
Ghisallo Capital Management LLC 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 4
Anchor Investment Management, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
Whittier Trust Co 4
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 4
Ubs Oconnor Llc 4
Portolan Capital Management, LLC 4
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 4
Securian Asset Management, Inc 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 4
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 4
Highland Capital Management, Llc 4
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 4
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 4
Walthausen & Co., LLC 4
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 4
Zebra Capital Management LLC 4
Spire Wealth Management 4
R Squared Ltd 4
Menta Capital Llc 4
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 4
Vident Advisory, LLC 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 4
Optiver Holding B.V. 4
Nfj Investment Group, Llc 4
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 4
Heritage Wealth Management, Llc 4
Cortina Asset Management, LLC 4
Envestnet Portfolio Solutions, Inc. 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
Managed Account Advisors Llc 4
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 4
Harel Insurance Investments & Financial Services Ltd. 4
Sageworth Trust Co of South Dakota 4
Counterpoint Mutual Funds LLC 4
Credit Agricole S A 4
QS Investors, LLC 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
Harvest Management Llc 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
Earnest Partners Llc 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 4
CENTRAL TRUST Co 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 4
Ardsley Advisory Partners Lp 4
Eagle Bay Advisors LLC 4
FDx Advisors, Inc. 4
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 4
Water Island Capital Llc 4
Annis Gardner Whiting Capital Advisors, LLC 4
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 4
Ajo, Lp 4
Bryn Mawr Capital Management Inc 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
Sand Grove Capital Management LLP 3
Coliseum Capital Management, LLC 3
Toronto Dominion Bank 3
Carlson Capital L P 3
Whitebox Advisors Llc 3
Heartland Advisors Inc 3
Wasatch Advisors Inc 3
Levin Capital Strategies, L.p. 3
Cantor Fitzgerald, L. P. 3
Soros Fund Management Llc 3
Bamco Inc /ny/ 3
Viking Global Investors Lp 3
Aristeia Capital Llc 3
Redmile Group, LLC 3
Aristides Capital LLC 3
PointState Capital LP 3
Lord, Abbett & Co. Llc 3
First Light Asset Management, LLC 3
Capital International Investors 3
Waddell & Reed Financial Inc 3
Tekla Capital Management LLC 3
Pinnacle Associates Ltd 3
Tamarack Capital Management, LLC 3
Highland Capital Management Fund Advisors, L.p. 3
Nicholas Company, Inc. 3
Vaughan Nelson Investment Management, L.p. 3
Fiera Capital Corp 3
Cloverdale Capital Management, LLC 3
OMERS ADMINISTRATION Corp 3
Argent Capital Management Llc 3
White Pine Capital Llc 3
Hanson & Doremus Investment Management 3
Employees Retirement System of Texas 3
Hodges Capital Management Inc. 3
William Blair Investment Management, Llc 3
Park Avenue Securities Llc 3
Johnson Financial Group, Inc. 3
Paradigm Asset Management Co Llc 3
Perritt Capital Management Inc 3
Stoneridge Investment Partners Llc 3
Chicago Equity Partners Llc 3
IndexIQ Advisors LLC 3
Bartlett & Co. LLC 3
First Citizens Bank & Trust Co 3
Hood River Capital Management LLC 3
Miracle Mile Advisors, LLC 3
Rehmann Capital Advisory Group 3
Wealthcare Capital Management Llc 3
Security National Trust Co 3
RMB Capital Management, LLC 3
GV Financial Advisors 3
Horizon Investments, LLC 3
SECOR Capital Advisors, LP 3
Equitec Proprietary Markets, Llc 3
Teton Advisors, Inc. 3
Hgk Asset Management Inc 3
Parametrica Management Ltd 3
Scout Investments, Inc. 3
Emerald Advisers, Llc 3
Commonwealth Equity Services, Inc 3
Emerald Mutual Fund Advisers Trust 3
Kempen Capital Management N.v. 3
Enterprise Financial Services Corp 3
Advisor Partners Llc 3
Tiedemann Advisors, Llc 3
World Asset Management Inc 3
Boston Advisors Llc 3
Yorktown Management & Research Co Inc 3
Westchester Capital Management, LLC 3
CenterStar Fund, LLC 3
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 3
Riverbridge Partners Llc 3
Css Llc/il 3
Ares Management Llc 3
Linden Advisors Lp 3
Capital Impact Advisors, LLC 3
HighVista Strategies LLC 3
Twin Securities, Inc. 3
Clark Capital Management Group, Inc. 3
NorthCoast Asset Management LLC 3
Alambic Investment Management, L.P. 3
Denver Investment Advisors Llc 3
Mather Group, Llc. 3
Hussman Strategic Advisors, Inc. 3
Rice Hall James & Associates, Llc 3
Wealth Enhancement Advisory Services, Llc 3
Alpha Windward Llc 3
Thb Asset Management 3
Contravisory Investment Management, Inc. 3
Carroll Financial Associates, Inc. 3
Hollencrest Capital Management 3
Copper Rock Capital Partners, LLC 3
TrimTabs Asset Management, LLC 3
Sawtooth Solutions, LLC 3
Mitsubishi UFJ Trust & Banking Corp 3
Moors & Cabot, Inc. 3
BBT Capital Management, LLC 3
CAPROCK Group, Inc. 3
Ssi Investment Management Llc 3
Valley National Advisers Inc 3
Montag A & Associates Inc 3
Sonora Investment Management, LLC 3
Essex Investment Management Co Llc 3
Karp Capital Management Corp 3
Vident Investment Advisory, LLC 3
Lucus Advisors Llc 3
Belvedere Trading LLC 3
Cambiar Investors Llc 3
Navellier & Associates Inc 3
Ionic Capital Management LLC 3
Sunbelt Securities, Inc. 3
Continental Advisors Llc 3
Dean Investment Associates, Llc 3
Warren Averett Asset Management, LLC 3
Kornitzer Capital Management Inc /ks 3
Capital Analysts, Inc. 3
Summit Creek Advisors LLC 3
Mv Capital Management, Inc. 3
Vanguard Whitehall Funds 3
Brinker Capital Inc 3
Kohlberg Kravis Roberts & Co. L.P. 3
Cetera Advisors LLC 3
Grove Bank & Trust 3
Handelsinvest Investeringsforvaltning 3
Pitcairn Co 3
Asset Dedication, LLC 3
Tributary Capital Management, LLC 3
Renaissance Group Llc 3
Mint Tower Capital Management B.V. 3
Exane Derivatives 3
Vivaldi Asset Management, LLC 3
SpiderRock Trading LLC 3
Gideon Capital Advisors, Inc. 3
Bokf, Na 3
Citizens Financial Group Inc/ri 3
Rafferty Asset Management, LLC 3
BTG Pactual Global Asset Management Ltd 3
Invictus RG 3
Fort, L.p. 3
Element Capital Management Llc 3
Absolute Return Capital, LLC 3
Piper Sandler & Co. 3
Brandywine Global Investment Management, LLC 3
Twin Tree Management, LP 3
CSat Investment Advisory, L.P. 3
Zimmer Partners, LP 3
Walgreens Boots Alliance, Inc. 3
Virtus Investment Advisers, Inc. 3
Associated Banc-corp 3
Gardner Lewis Asset Management L P 3
Lincoln National Corp 3
AHL Partners LLP 3
EverPoint Asset Management, LLC 3
Endurant Capital Management LP 3
Spears Abacus Advisors LLC 3
Moody Aldrich Partners Llc 3
Jane Street Holding, LLC 3
Wealthcare Advisory Partners LLC 3
Peregrine Capital Management Llc 3
HMS Capital Management, LLC 3
Jacobi Capital Management LLC 3
Xact Kapitalforvaltning AB 3
Etf Managers Group, Llc 3
Mason Street Advisors, Llc 3
DLD Asset Management, LP 3
College Retirement Equities Fund 3
Tiaa-cref Funds 3
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3
IHT Wealth Management, LLC 3
Meadow Creek Investment Management LLC 3
Tyers Asset Management LLC 3
Cigna Investments Inc /new 3
Patriot Financial Group Insurance Agency, LLC 3
Knights of Columbus Asset Advisors LLC 3
Aua Capital Management, Llc 3
Bridge City Capital, LLC 3
Pendal Group Ltd 3
Resources Investment Advisors, LLC. 3
Bogart Wealth, LLC 3
Standard Life Aberdeen plc 3
SG3 Management, LLC 3
Lighthouse Investment Partners, LLC 3
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 3
Invesco High Income Trust Ii 3
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 3
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 3
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 3
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 3
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 3
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 3
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 3
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 3
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 3
Usaa Etf Trust 3
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 3
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 3
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 3
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 3
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 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
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 3
Palmer Square Opportunistic Income Fund 3
Prudential Global Short Duration High Yield Fund, Inc. 3
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 3
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 3
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 3
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 3
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 3
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 3
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 3
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 3
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 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
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 3
Gabelli Global Small & Mid Cap Value Trust 3
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 3
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 3
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 3
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 3
Blackstone / Gso Senior Floating Rate Term Fund 3
Gabelli Dividend & Income Trust 3
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 3
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 3
Gdl Fund 3
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 3
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 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
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 3
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 3
WUSAX - WANGER ADVISORS TRUST - Wanger USA 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 3
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 3
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 3
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 3
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
Transamerica Partners Portfolios 3
Transamerica Partners Funds Group Ii 3
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 3
Transamerica Partners Funds Group 3
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 3
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 3
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 3
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 3
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 3
PENN SERIES FUNDS INC - International Equity Fund 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 3
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 3
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 3
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 3
Oppenheimer Global Multi Strategies Fund 3
Prudential Short Duration High Yield Fund, Inc. 3
Pioneer Floating Rate Trust 3
VDAFX - VALIC Co I - Dynamic Allocation Fund 3
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 3
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
Tfs Capital Investment Trust 3
Rydex Etf Trust 3
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 3
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 3
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 3
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 3
Blackrock Credit Allocation Income Trust 3
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 3
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 3
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 3
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 3
Western Asset Middle Market Income Fund Inc. 3
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
Winton Diversified Opportunities Fund 3
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 3
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 3
Relative Value Fund 3
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 3
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 3
Alliancebernstein Global High Income Fund Inc 3
Tekla Healthcare Opportunities Fund 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 3
Bedel Financial Consulting, Inc. 3
Tibra Equities Europe Ltd 3
Trustcore Financial Services, Llc 3
Eversept Partners, LP 3
Icon Wealth Partners, LLC 3
Melqart Asset Management (uk) Ltd 3
Truewealth Llc 3
Crabel Capital Management, LLC 3
Summit Trail Advisors, Llc 3
Diametric Capital, LP 3
Wagner Wealth Management, Llc 3
Creative Financial Designs Inc /adv 3
Harvest Group Wealth Management, Llc 3
West Branch Capital LLC 3
Change Path, LLC 3
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3
Selective Wealth Management, Inc. 3
Nkcfo Llc 3
One68 Global Capital, LLC 3
Riverview Trust Co 3
Next Capital Management LLC 3
Apollon Wealth Management, LLC 3
Ameritas Investment Corp 3
Magnus Financial Group LLC 3
Rokos Capital Management LLP 3
Neo Ivy Capital Management 3
Alera Investment Advisors, LLC 3
Comerica Securities,inc. 3
Gq Asset Management, Llc 3
Golden State Wealth Management, LLC 3
Private Capital Management Llc 3
Shilanski & Associates, Inc. 3
Vantagepoint Funds 3
Campbell Multi-strategy Trust 3
Evoke Wealth, Llc 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 3
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 3
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 3
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 3
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 3
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 3
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 3
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 3
Advanced Series Trust - Ast High Yield Portfolio 3
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 3
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 3
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 3
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 3
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 3
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 3
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 3
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 3
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 3
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 3
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 3
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 3
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 3
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 3
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 3
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 3
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 3
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 3
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 3
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 3
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 3
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 3
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 3
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 3
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 3
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 3
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 3
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 3
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 3
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 3
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 3
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
AHIVX - American Century Investment Trust - High Income Fund Investor Class 3
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 3
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 3
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 3
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 3
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 3
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 3
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 3
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 3
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 3
Profunds - Profund Vp Small-cap Growth 3
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 3
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 3
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 3
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 3
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 3
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 3
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 3
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 3
OLD - Janus Detroit Street Trust - The Long-Term Care ETF 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 3
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 3
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 3
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 3
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 3
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 3
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 3
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 3
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 3
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 3
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 3
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 3
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 3
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 3
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 3
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 3
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 3
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 3
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 3
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 3
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 3
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 3
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 3
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 3
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 3
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 3
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
BFOR - ALPS ETF Trust - Barron's 400 ETF 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
VCSMX - VALIC Co I - Small Cap Fund 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 3
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 3
John Hancock Funds II - Health Sciences Fund Class NAV 3
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 3
GIMFX - GMO TRUST - GMO Implementation Fund 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 3
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
Pinz Capital Management, LP 3
Iron Triangle Partners LP 3
Meridian Wealth Partners, LLC 3
CVA Family Office, LLC 3
FSA Wealth Management LLC 3
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 3
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
AIEQ - ETF Managers Trust - AI Powered Equity ETF 3
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 3
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 3
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 3
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 3
Irish Life Investment Managers Ltd. 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
Jackson Creek Investment Advisors LLC 3
TFC Financial Management 3
Founders Financial Alliance, LLC 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 3
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 3
Hemington Wealth Management 3
Bck Capital Management Lp 3
Mcdonald Partners Llc 3
Interchange Capital Partners, LLC 3
Tradition Wealth Management, LLC 3
NinePointTwo Capital 3
Coppell Advisory Solutions LLC 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
Guardian Wealth Advisors, LLC 3
Continuum Advisory, LLC 3
Money Concepts Capital Corp 3
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 3
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 3
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 3
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 3
Absolute Capital Management, LLC 3
Ameritas Advisory Services, LLC 3
B. Metzler seel. Sohn & Co. AG 3
Sandia Investment Management LP 3
Raleigh Capital Management Inc. 3
Rise Advisors, LLC 3
AlphaCentric Advisors LLC 3
Quent Capital, LLC 3
American Trust 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
Leeward Investments, LLC - MA 3
EHP Funds Inc. 3
Atria Wealth Solutions, Inc. 3
Baader Bank INC 3
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 3
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 3
Mesirow Institutional Investment Management, Inc. 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
RFP Financial Group LLC 3
Icon Wealth Advisors, LLC 3
Trium Capital LLP 3
SYSTM Wealth Solutions LLC 3
Flow State Investments, L.P. 3
Park Place Capital Corp 3
Inceptionr Llc 3
Cornerstone Planning Group LLC 3
Numerai GP LLC 3
Fortis Capital Advisors, LLC 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
25 Llc 3
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 3
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 3
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Trust Point Inc. 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
E. Ohman J:or Asset Management AB 3
Bare Financial Services, Inc 3
Sachetta, LLC 3
New Age Alpha Advisors, LLC 3
Bartlett & Co. Wealth Management Llc 3
Caitlin John, LLC 3
nVerses Capital, LLC 3
Azzad Asset Management Inc /adv 3
Ashton Thomas Private Wealth, LLC 3
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 3
Swedbank AB 3
Global Financial Private Client, LLC 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 3
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
Rialto Wealth Management, LLC 3
Jain Global LLC 3
Peak6 Llc 3
Bayforest Capital Ltd 3
PharVision Advisers, LLC 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
Kilter Group LLC 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
Caxton Associates Llp 3
Glenmede Investment Management, LP 3