Lumber And Wood Products, Except Furniture - 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
UBS Group AG 21
Morgan Stanley 21
Royal Bank Of Canada 21
Proequities, Inc. 20
Jane Street Group, Llc 20
Barclays Plc 20
Citadel Advisors Llc 20
BlackRock, Inc. 20
Goldman Sachs Group Inc 19
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 19
Tower Research Capital LLC (TRC) 19
Geode Capital Management, Llc 19
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 19
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 19
Bank Of America Corp /de/ 19
Renaissance Technologies Llc 19
Group One Trading, L.p. 18
Pnc Financial Services Group, Inc. 18
Credit Suisse Ag/ 18
Hsbc Holdings Plc 18
IFP Advisors, Inc 18
Millennium Management Llc 18
Deutsche Bank Ag\ 18
Alliancebernstein L.p. 18
Vanguard Group Inc 18
Invesco Ltd. 18
Citigroup Inc 18
Bank Of Montreal /can/ 18
Bank of New York Mellon Corp 18
Wells Fargo & Company/mn 18
Sei Investments Co 18
Jpmorgan Chase & Co 18
Susquehanna International Group, Llp 18
Simplex Trading, Llc 18
Balyasny Asset Management Llc 18
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 18
American Century Companies Inc 17
SG Americas Securities, LLC 17
Manufacturers Life Insurance Company, The 17
Northwestern Mutual Wealth Management Co 17
Wellington Management Group Llp 17
Zurcher Kantonalbank (Zurich Cantonalbank) 17
Dimensional Fund Advisors Lp 17
Fmr Llc 17
First Trust Advisors Lp 17
Us Bancorp \de\ 17
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 16
Russell Investments Group, Ltd. 16
Quantbot Technologies LP 16
Ubs Asset Management Americas Inc 16
Neuberger Berman Group LLC 16
D. E. Shaw & Co., Inc. 16
Steward Partners Investment Advisory, Llc 16
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 16
Bessemer Group Inc 16
Charles Schwab Investment Management Inc 16
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 16
Northern Trust Corp 16
Acadian Asset Management Llc 16
Legal & General Group Plc 16
Marshall Wace, Llp 16
New York State Common Retirement Fund 16
American International Group, Inc. 16
Prelude Capital Management, Llc 16
Ameriprise Financial Inc 16
Marshall Wace North America L.P. 16
First Horizon Advisors, Inc. 16
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 16
Two Sigma Advisers, Lp 16
Lazard Asset Management Llc 16
State Street Corp 16
Trexquant Investment LP 16
Two Sigma Investments, Lp 16
Teacher Retirement System Of Texas 16
Norges Bank 15
Allworth Financial LP 15
Swiss National Bank 15
Huntington National Bank 15
California State Teachers Retirement System 15
MetLife Investment Management, LLC 15
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 15
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 15
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 15
Raymond James & Associates 15
State of Wyoming 15
Tudor Investment Corp Et Al 15
Allianz Asset Management GmbH 15
Envestnet Asset Management Inc 15
Walleye Trading LLC 15
Quadrant Capital Group Llc 15
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 15
Cutler Group LP 15
Principal Financial Group Inc 15
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 15
Advisor Group Holdings, Inc. 15
Principal Funds Inc 15
Ladenburg Thalmann Financial Services Inc 15
Centiva Capital, LP 15
Ameritas Investment Partners, Inc. 15
Great West Life Assurance Co /can/ 15
Rhumbline Advisers 15
Guggenheim Capital Llc 15
Gsa Capital Partners Llp 15
Parallel Advisors, LLC 15
Strs Ohio 15
Dynamic Technology Lab Private Ltd 15
Cwm, Llc 15
Advisory Services Network, LLC 15
Cubist Systematic Strategies, LLC 15
Toronto Dominion Bank 15
Bnp Paribas Arbitrage, Sa 15
Magnetar Financial LLC 15
Comerica Bank 15
Metropolitan Life Insurance Co/ny 15
Engineers Gate Manager LP 15
Nuveen Asset Management, LLC 15
Fifth Third Bancorp 15
Voya Investment Management Llc 15
Qube Research & Technologies Ltd 15
Macquarie Group Ltd 15
Natixis 15
Meeder Asset Management Inc 14
Pacer Advisors, Inc. 14
Janney Montgomery Scott LLC 14
Parkside Financial Bank & Trust 14
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 14
Public Employees Retirement System Of Ohio 14
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 14
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 14
O'shaughnessy Asset Management, Llc 14
Gotham Asset Management, LLC 14
Parallax Volatility Advisers, L.P. 14
Panagora Asset Management Inc 14
Creative Planning 14
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 14
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 14
Wolverine Trading, Llc 14
Shell Asset Management Co 14
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 14
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 14
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 14
Parametric Portfolio Associates Llc 14
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 14
Aqr Capital Management Llc 14
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 14
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 14
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 14
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 14
California Public Employees Retirement System 14
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 14
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 14
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 14
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 14
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 14
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 14
Verition Fund Management LLC 14
Campbell & CO Investment Adviser LLC 14
Nomura Holdings Inc 14
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 14
Paloma Partners Management Co 14
Price T Rowe Associates Inc /md/ 14
Schonfeld Strategic Advisors LLC 14
EverSource Wealth Advisors, LLC 14
Captrust Financial Advisors 14
Versant Capital Management, Inc 14
Eaton Vance Management 14
CIBC Private Wealth Group, LLC 14
Allspring Global Investments Holdings, LLC 14
PDT Partners, LLC 14
Prudential Financial Inc 14
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 14
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 14
PEAK6 Investments LLC 14
A.R.T. Advisors, LLC 14
Walleye Capital LLC 14
Victory Capital Management Inc 14
Janus Henderson Group Plc 14
Federated Hermes, Inc. 14
Virtu Financial LLC 14
Schroder Investment Management Group 14
Y-Intercept (Hong Kong) Ltd 14
XTX Topco Ltd 14
Amalgamated Bank 14
State Of Wisconsin Investment Board 14
Quadrature Capital Ltd 14
Signaturefd, Llc 13
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 13
Arrowstreet Capital, Limited Partnership 13
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 13
State of Tennessee, Treasury Department 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 13
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 13
Dark Forest Capital Management Lp 13
HighTower Advisors, LLC 13
Baird Financial Group, Inc. 13
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 13
Jump Financial, LLC 13
Alps Advisors Inc 13
Raymond James Financial Services Advisors, Inc. 13
NOSGX - Northern Funds - Northern Small Cap Value Fund 13
LPL Financial LLC 13
Los Angeles Capital Management Llc 13
Smartleaf Asset Management LLC 13
Connor, Clark & Lunn Investment Management Ltd. 13
Point72 Hong Kong Ltd 13
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 13
Dupont Capital Management Corp 13
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 13
BlackRock Advisors LLC 13
Lord, Abbett & Co. Llc 13
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 13
Exchange Traded Concepts, Llc 13
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 13
Tiaa Cref Investment Management Llc 13
Rockefeller Capital Management L.P. 13
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 13
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 13
State Board Of Administration Of Florida Retirement System 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 13
ExodusPoint Capital Management, LP 13
Brown Brothers Harriman & Co 13
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 13
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 13
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 13
Putnam Investments Llc 13
Aquatic Capital Management LLC 13
Squarepoint Ops LLC 13
ProShare Advisors LLC 13
Thrivent Financial For Lutherans 13
Versor Investments LP 13
Point72 Asset Management, L.P. 13
Hrt Financial Lp 13
Nomura Asset Management Co Ltd 13
Driehaus Capital Management Llc 13
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 13
Ubs Ag 13
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 13
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 13
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 13
College Retirement Equities Fund 13
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 13
Tiaa-cref Funds 13
Assenagon Asset Management S.A. 13
Massmutual Trust Co Fsb/adv 13
Russell Frank Co/ 13
Franklin Resources Inc 13
QS Investors, LLC 13
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 13
Wolverine Asset Management Llc 13
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 13
Public Sector Pension Investment Board 13
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 13
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 13
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 13
Advisor Group, Inc. 13
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 12
Aperio Group, LLC 12
Cambridge Investment Research Advisors, Inc. 12
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 12
Advisory Research Inc 12
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 12
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 12
GAMMA Investing LLC 12
Mackenzie Financial Corp 12
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 12
Atom Investors LP 12
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 12
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 12
Hartland & Co., LLC 12
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 12
Kcg Holdings, Inc. 12
Brookfield Asset Management Inc. 12
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 12
Nationwide Fund Advisors 12
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 12
BlueCrest Capital Management Ltd 12
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 12
Rafferty Asset Management, LLC 12
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 12
Highbridge Capital Management Llc 12
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 12
Vestcor Inc 12
Arizona State Retirement System 12
Hillsdale Investment Management Inc. 12
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 12
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 12
Farther Finance Advisors, LLC 12
Jefferies Group LLC 12
Orion Portfolio Solutions, LLC 12
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 12
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 12
Voloridge Investment Management, Llc 12
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 12
Nisa Investment Advisors, Llc 12
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 12
Intrinsic Edge Capital Management LLC 12
United Services Automobile Association 12
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 12
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 12
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 12
Mariner, LLC 12
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 12
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 12
Commonwealth Equity Services, Llc 12
Alberta Investment Management Corp 12
Glassman Wealth Services 12
Covestor Ltd 12
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 12
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 12
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 12
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 12
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 12
Pictet Asset Management Sa 12
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 12
PEAK6 Investments, L.P. 12
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 12
New York State Teachers Retirement System 12
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 12
Teachers Advisors, Llc 12
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 12
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 12
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 12
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 12
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 12
Boothbay Fund Management, Llc 12
Canada Pension Plan Investment Board 12
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 12
Global Retirement Partners, LLC 12
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 12
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 12
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 12
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 12
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 12
Assetmark, Inc 12
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 12
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 12
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 12
Stifel Financial Corp 12
Sterling Capital Management LLC 12
BlackRock Institutional Trust Company, N.A. 12
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 12
Healthcare Of Ontario Pension Plan Trust Fund 12
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 12
Lindbrook Capital, Llc 12
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 12
DekaBank Deutsche Girozentrale 12
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 12
Weiss Multi-Strategy Advisers LLC 12
Man Group plc 12
True Wealth Design, LLC 11
Farmers & Merchants Investments Inc 11
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 11
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 11
Algert Global Llc 11
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 11
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 11
SLPIX - Profunds - Small-cap Profund Investor Class 11
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 11
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 11
Zacks Investment Management 11
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 11
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 11
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 11
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 11
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 11
Skandinaviska Enskilda Banken AB (publ) 11
Brandywine Global Investment Management, LLC 11
Jacobs Levy Equity Management, Inc 11
Emerald Acquisition Ltd. 11
SG Capital Management LLC 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 11
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 11
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 11
Acrospire Investment Management LLC 11
Oppenheimer Funds Inc 11
Gamco Investors, Inc. Et Al 11
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 11
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 11
VDAFX - VALIC Co I - Dynamic Allocation Fund 11
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 11
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 11
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 11
Ronald Blue Trust, Inc. 11
Aristides Capital LLC 11
CENTRAL TRUST Co 11
Amalgamated Financial Corp. 11
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 11
Ci Investments Inc. 11
Private Trust Co Na 11
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 11
TCI Wealth Advisors, Inc. 11
Larson Financial Group LLC 11
CWM Advisors, LLC 11
GWM Advisors LLC 11
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 11
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 11
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 11
Axa S.a. 11
Royce & Associates Lp 11
Quantamental Technologies LLC 11
Grantham, Mayo, Van Otterloo & Co. LLC 11
Nuveen, LLC 11
Mackay Shields Llc 11
Harbour Investments, Inc. 11
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 11
Truist Financial Corp 11
NSIDX - Northern Funds - Northern Small Cap Index Fund 11
Advanced Series Trust - Ast Small-cap Growth Portfolio 11
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 11
Wealthspire Advisors, L.P. 11
State of New Jersey Common Pension Fund D 11
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 11
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 11
Hbk Investments L P 11
Ergoteles LLC 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
Natixis Advisors, L.p. 11
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 11
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 11
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 11
D.a. Davidson & Co. 11
BlackRock Group LTD 11
BlackRock Fund Advisors 11
Federation des caisses Desjardins du Quebec 11
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 11
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 11
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 11
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 11
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 11
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 11
BlackRock Investment Management, LLC 11
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 11
KBC Group NV 11
JustInvest LLC 11
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 11
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 11
Ensign Peak Advisors, Inc 11
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11
PENN SERIES FUNDS INC - Small Cap Index Fund 11
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 11
Advisors Asset Management, Inc. 11
FORA Capital, LLC 11
Police & Firemen's Retirement System of New Jersey 11
Whittier Trust Co 11
Handelsbanken Fonder AB 11
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 11
IWV - iSHARES TRUST - iShares Russell 3000 ETF 11
IWM - iSHARES TRUST - iShares Russell 2000 ETF 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
Amundi 11
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 11
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 11
Bridgeway Capital Management Inc 11
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 11
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11
Teachers Retirement System Of The State Of Kentucky 11
Nordea Investment Management Ab 11
Glenmede Trust Co Na 11
CIBC World Markets Inc. 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 11
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 11
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 11
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 11
ClariVest Asset Management LLC 11
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 11
VCSLX - VALIC Co I - Small Cap Index Fund 11
Raymond James Financial Inc 11
Virginia Retirement Systems Et Al 11
Profunds - Profund Vp Small-cap 11
Profunds - Profund Vp Ultrasmall-cap 11
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 11
Capital Fund Management S.a. 11
Piedmont Investment Advisors Llc 11
Coldstream Capital Management Inc 11
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 11
MetLife Securities, Inc 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 11
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 11
Two Sigma Securities, Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 11
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 11
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 11
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 11
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 11
Oxford Asset Management Llp 11
Jones Financial Companies Lllp 11
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 10
Klp Kapitalforvaltning As 10
Umb Bank N A/mo 10
Regions Financial Corp 10
PineBridge Investments, L.P. 10
Hutchin Hill Capital, LP 10
Aigen Investment Management, Lp 10
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 10
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 10
National Bank Of Canada /fi/ 10
Bell Investment Advisors, Inc 10
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 10
Sofos Investments, Inc. 10
Guggenheim Active Allocation Fund 10
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 10
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 10
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 10
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 10
Putnam Premier Income Trust 10
Kennedy Capital Management, Inc. 10
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 10
Sowell Financial Services LLC 10
Globeflex Capital L P 10
Pictet Asset Management Holding SA 10
RidgeWorth Capital Management LLC 10
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 10
Loomis Sayles & Co L P 10
Stone Ridge Asset Management LLC 10
Holocene Advisors, LP 10
SBI Securities Co., Ltd. 10
MQS Management LLC 10
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 10
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 10
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 10
Putnam Master Intermediate Income Trust 10
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 10
Ellington Management Group Llc 10
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 10
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 10
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 10
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 10
Jfs Wealth Advisors, Llc 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 10
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 10
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 10
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 10
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 10
Proficio Capital Partners LLC 10
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 10
Petrus Trust Company, LTA 10
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 10
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 10
GIMFX - GMO TRUST - GMO Implementation Fund 10
Blackrock Ltd Duration Income Trust 10
Blackrock Multi-sector Income Trust 10
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 10
Intech Investment Management Llc 10
APG Asset Management N.V. 10
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 10
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 10
Blackrock Corporate High Yield Fund, Inc. 10
Plante Moran Financial Advisors, LLC 10
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 10
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
Vanguard Index Funds 10
Quest Partners LLC 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 10
Polar Asset Management Partners Inc. 10
Blackrock Core Bond Trust 10
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 10
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 10
Quarry LP 10
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 10
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 10
New York Life Investment Management Llc 10
State of Alaska, Department of Revenue 10
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 10
Headlands Technologies LLC 10
Robeco Institutional Asset Management B.V. 10
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 10
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 10
Bogle Investment Management L P /de/ 10
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 10
Principal Securities, Inc. 10
Brevan Howard Capital Management LP 10
AMP Capital Investors Ltd 10
Pictet Asset Management Ltd 10
American Portfolios Advisors 10
Ground Swell Capital, LLC 10
National Asset Management, Inc. 10
Nebula Research & Development LLC 10
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 10
Gabelli Funds Llc 10
Laurion Capital Management LP 10
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 10
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 10
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 10
Gemmer Asset Management LLC 10
Tfs Capital Llc 10
BNP Paribas Asset Management Holding S.A. 10
Oppenheimer Etf Trust 10
Clear Street Markets Llc 10
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 10
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 10
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 10
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 10
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 10
Legato Capital Management LLC 10
Corebridge Financial, Inc. 10
GW&K Investment Management, LLC 10
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 10
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 10
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 10
Point72 Asia (Singapore) Pte. Ltd. 10
OMERS ADMINISTRATION Corp 10
Point72 (DIFC) Ltd 10
Vanguard World Fund 10
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 10
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 10
MAI Capital Management 10
Empowered Funds, LLC 10
Employees Retirement System of Texas 10
Catalyst Capital Advisors LLC 10
IndexIQ Advisors LLC 10
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 10
Caitong International Asset Management Co., Ltd 10
First Republic Investment Management, Inc. 10
Oregon Public Employees Retirement Fund 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 10
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 10
Disciplined Investments, LLC 10
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 10
Rothschild Investment Llc 10
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 10
C M Bidwell & Associates Ltd 10
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 10
Cerity Partners LLC 10
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 10
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 10
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 10
SRS Capital Advisors, Inc. 10
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 10
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 10
Public Employees Retirement Association Of Colorado 10
Winton Capital Group Ltd 10
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10
Hudson Bay Capital Management LP 10
NSGRX - Northern Funds - Northern Small Cap Core Fund 10
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 10
Twinbeech Capital Lp 10
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 10
AE Wealth Management LLC 10
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 10
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 10
Synovus Financial Corp 10
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 10
Stratos Wealth Partners, LTD. 10
Picton Mahoney Asset Management 10
Bayesian Capital Management, LP 10
Spire Wealth Management 10
Td Asset Management Inc 10
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 10
Vident Investment Advisory, LLC 10
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 10
Innealta Capital, Llc 10
Capstone Investment Advisors, Llc 10
Alphacrest Capital Management Llc 10
James Investment Research Inc 10
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 10
Quantinno Capital Management LP 9
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 9
Bank Of Nova Scotia 9
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 9
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 9
Tocqueville Asset Management L.p. 9
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 9
Csenge Advisory Group 9
Crossmark Global Holdings, Inc. 9
Atlantic Trust, LLC 9
Keeley-Teton Advisors, LLC 9
Xact Kapitalforvaltning AB 9
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 9
Clearbridge Investments, LLC 9
Point72 Middle East FZE 9
Axq Capital, Lp 9
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 9
Maverick Capital Ltd 9
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 9
Hantz Financial Services, Inc. 9
Rise Advisors, LLC 9
Boston Partners 9
Harbor Capital Advisors, Inc. 9
Yousif Capital Management, Llc 9
Capital Performance Advisors Llp 9
Suntrust Banks Inc 9
Schubert & Co 9
FourThought Financial, LLC 9
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 9
EAM Investors, LLC 9
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 9
Fiera Capital Corp 9
Occudo Quantitative Strategies Lp 9
Maryland State Retirement & Pension System 9
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 9
Cordant, Inc. 9
Great Lakes Advisors, Llc 9
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 9
BlackRock Japan Co. Ltd 9
Aviva Plc 9
Credit Agricole S A 9
Brinker Capital Investments, LLC 9
Northern Trust Co Of Connecticut 9
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 9
MUFG Americas Holdings Corp 9
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 9
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 9
Vanguard Horizon Funds 9
Brown Advisory Inc 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 9
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 9
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 9
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 9
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 9
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 9
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 9
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 9
LMR Partners LLP 9
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 9
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 9
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 9
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 9
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 9
RMB Capital Management, LLC 9
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares 9
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 9
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 9
Profund Advisors Llc 9
Texas Permanent School Fund 9
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 9
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 9
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 9
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 9
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 9
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 9
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 9
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 9
Mutual Of America Capital Management Llc 9
FNY Managed Accounts LLC 9
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 9
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 9
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 9
Louisiana State Employees Retirement System 9
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 9
Yorktown Management & Research Co Inc 9
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 9
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 9
Mason Street Advisors, Llc 9
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 9
ITB - iSHARES TRUST - iShares U.S. Home Construction ETF 9
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 9
Pathstone Family Office, Llc 9
Graham Capital Management, L.P. 9
Scopus Asset Management, L.p. 9
NEXT Financial Group, Inc 9
Numeric Investors Llc 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 9
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9
Tarbox Family Office, Inc. 9
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 9
Nine Chapters Capital Management LLC 9
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 9
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 9
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 9
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 9
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 9
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 9
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 9
Quantitative Systematic Strategies LLC 9
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 9
First Hawaiian Bank 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
Benjamin F. Edwards & Company, Inc. 9
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 9
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
Sawtooth Solutions, LLC 9
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 9
Mitsubishi UFJ Trust & Banking Corp 9
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 9
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 9
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 9
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 9
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 9
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 9
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 9
Mercer Global Advisors Inc /adv 9
Duality Advisers, Lp 9
Ellevest, Inc. 9
Capital Advisors, Ltd. LLC 9
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 9
PCJ Investment Counsel Ltd. 9
Private Capital Group, LLC 9
AdvisorNet Financial, Inc 9
HAP Trading, LLC 9
Delpha Capital Management, Llc 9
EntryPoint Capital, LLC 9
Zebra Capital Management LLC 9
Managed Account Advisors Llc 9
Skopos Labs, Inc. 9
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 9
Tfs Capital Investment Trust 9
NumerixS Investment Technologies Inc 9
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 9
Mirae Asset Global Investments Co., Ltd. 9
Penserra Capital Management LLC 9
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 9
Bokf, Na 9
PENN SERIES FUNDS INC - International Equity Fund 9
Mckinley Capital Management Llc /delaware 9
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 9
Spark Investment Management LLC 9
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 9
Fortitude Family Office, LLC 9
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 9
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 9
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 9
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 9
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 9
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 9
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 9
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 9
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 9
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 9
Venturi Wealth Management, LLC 9
Itau Unibanco Holding S.A. 9
Jefferies Financial Group Inc. 9
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 9
M&t Bank Corp 9
AHL Partners LLP 9
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 8
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 8
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 8
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 8
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 8
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 8
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 8
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 8
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 8
Cornercap Investment Counsel Inc 8
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 8
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 8
Fox Run Management, L.l.c. 8
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 8
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 8
Capstone Asset Management Co 8
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 8
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 8
Annis Gardner Whiting Capital Advisors, LLC 8
Assured Investment Management LLC 8
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 8
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 8
Municipal Employees' Retirement System of Michigan 8
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 8
USA Financial Portformulas Corp 8
FLDFX - Meeder Funds - BALANCED FUND Retail Class 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 8
First Quadrant L P/ca 8
Jennison Associates Llc 8
Bridgewater Associates, LP 8
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 8
Menta Capital Llc 8
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 8
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 8
Ziegler Capital Management, LLC 8
State Farm Mutual Fund Trust 8
State Farm Variable Product Trust 8
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 8
Wexford Capital Lp 8
First Mercantile Trust Co 8
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 8
Mather Group, Llc. 8
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8
Oppenheimer & Co Inc 8
Eagle Asset Management Inc 8
Alambic Investment Management, L.P. 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 8
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 8
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 8
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 8
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 8
Cibc World Markets Corp 8
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 8
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 8
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 8
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 8
Illinois Municipal Retirement Fund 8
Summit Global Investments 8
Raymond James Trust N.a. 8
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 8
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 8
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 8
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8
Coe Capital Management, LLC 8
Lee Financial Co 8
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 8
Hartford Mutual Funds Inc/ct 8
Boston Private Wealth Llc 8
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 8
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 8
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 8
Mason Street Advisors, Llc 8
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 8
GV Financial Advisors 8
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 8
Cetera Investment Advisers 8
Elkfork Partners LLC 8
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 8
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 8
Martingale Asset Management L P 8
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF 8
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 8
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 8
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 8
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 8
Edgestream Partners, L.P. 8
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 8
Cornerstone Planning Group LLC 8
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 8
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 8
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 8
Inceptionr Llc 8
Convergence Investment Partners, LLC 8
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 8
Private Wealth Management Group, LLC 8
Parametrica Management Ltd 8
Granite Investment Partners, LLC 8
Stephens Consulting, LLC 8
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 8
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 8
Fuller & Thaler Asset Management, Inc. 8
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 8
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 8
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 8
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 8
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 8
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 8
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 8
Lsv Asset Management 8
Stevens Capital Management Lp 8
Vident Advisory, LLC 8
SJS Investment Consulting Inc. 8
Crewe Advisors LLC 8
Pathstone Holdings, LLC 8
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 8
Caption Management, LLC 8
Private Advisor Group, LLC 8
FIL Ltd 8
Summit Trail Advisors, Llc 8
Oppenheimer Asset Management Inc. 8
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 8
Versus Capital Real Assets Fund Llc 8
First Manhattan Co 8
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 8
FNY Investment Advisers, LLC 8
nVerses Capital, LLC 8
Massachusetts Financial Services Co /ma/ 8
Johnson Financial Group, Inc. 8
Profunds - Profund Vp Oil & Gas 8
Truvestments Capital Llc 8
Navellier & Associates Inc 8
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 8
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 8
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 8
Pearl River Capital, LLC 8
Ancora Advisors, LLC 8
FinTrust Capital Advisors, LLC 8
Xponance, Inc. 8
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 8
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 8
Riverview Trust Co 8
Twin Tree Management, LP 8
Blueshift Asset Management, LLC 8
Jane Street Holding, LLC 8
Susquehanna Fundamental Investments, Llc 8
Weld Capital Management Llc 8
Geneos Wealth Management Inc. 8
Riverhead Capital Management Llc 8
Cresset Asset Management, LLC 8
Valeo Financial Advisors, LLC 8
CIBC Asset Management Inc 8
Money Concepts Capital Corp 8
Candriam Luxembourg S.C.A. 8
Vantagepoint Funds 8
Van Eck Associates Corp 8
Ontario Teachers Pension Plan Board 8
Humankind Benefit Corp - Humankind US Stock ETF 8
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8
LS Investment Advisors, LLC 8
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 8
Signet Financial Management, Llc 8
Bowling Portfolio Management LLC 8
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 8
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 8
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 8
Advanced Series Trust - Ast High Yield Portfolio 8
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 8
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 8
Thompson Siegel & Walmsley Llc 8
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 8
Advanced Series Trust - Ast Small-cap Value Portfolio 8
Castleark Management Llc 8
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 8
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 8
Deere & Co 8
Segall Bryant & Hamill, Llc 8
Adage Capital Partners Gp, L.l.c. 8
Jackson Creek Investment Advisors LLC 8
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 8
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 8
First Eagle Investment Management, LLC 8
Oberweis Asset Management Inc/ 8
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 8
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 8
Ajo, Lp 8
Fieldpoint Private Securities, LLC 8
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 8
Aster Capital Management (DIFC) Ltd 8
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 8
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
K2 Principal Fund, L.p. 7
TD Waterhouse Canada Inc. 7
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 7
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 7
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 7
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 7
Sandy Spring Bank 7
Manchester Capital Management LLC 7
K.J. Harrison & Partners Inc 7
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 7
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 7
Rational Advisors Llc 7
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 7
Bourgeon Capital Management Llc 7
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 7
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio 7
Barrow Hanley Mewhinney & Strauss Llc 7
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 7
North Star Investment Management Corp. 7
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 7
Waratah Capital Advisors Ltd. 7
Tradewinds Capital Management, LLC 7
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 7
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 7
Chicago Equity Partners Llc 7
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 7
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 7
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 7
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 7
BFOR - ALPS ETF Trust - Barron's 400 ETF 7
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 7
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 7
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 7
GAM Holding AG 7
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 7
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 7
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 7
RSSL - Global X Funds - Global X Russell 2000 ETF 7
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 7
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 7
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 7
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 7
Winslow, Evans & Crocker, Inc. 7
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 7
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 7
Seizert Capital Partners, Llc 7
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 7
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 7
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 7
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 7
CenterStar Fund, LLC 7
Howe & Rusling Inc 7
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 7
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 7
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 7
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 7
Keybank National Association/oh 7
Envestnet Portfolio Solutions, Inc. 7
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 7
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 7
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 7
Clark Capital Management Group, Inc. 7
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 7
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 7
Mirabella Financial Services Llp 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 7
United Capital Financial Advisers, Llc 7
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 7
Spot Trading L.L.C 7
Cullen/frost Bankers, Inc. 7
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 7
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 7
SAC Capital Advisors LP 7
Wealth Enhancement Advisory Services, Llc 7
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7
International Assets Investment Management, Llc 7
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 7
Amundi Pioneer Asset Management Inc 7
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 7
VTL Associates, LLC 7
Atria Investments Llc 7
RBB FUND, INC. - Adara Smaller Companies Fund 7
Optimum Investment Advisors 7
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 7
Sutton Wealth Advisors Inc. 7
Lenox Wealth Advisors, LLC 7
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 7
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 7
J. Goldman & Co LP 7
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 7
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 7
Commerce Bank 7
Hexagon Capital Partners LLC 7
TFC Financial Management 7
Kestra Advisory Services, LLC 7
Universal- Beteiligungs- und Servicegesellschaft mbH 7
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 7
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 7
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 7
Salem Investment Counselors Inc 7
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 7
Landscape Capital Management, L.l.c. 7
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 7
Wipfli Financial Advisors Llc, 7
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 7
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 7
Veriti Management LLC 7
Vantage Consulting Group Inc 7
Bridgefront Capital, LLC 7
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 7
SummerHaven Investment Management, LLC 7
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 7
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 7
SOUTH STATE Corp 7
Valley National Advisers Inc 7
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 7
Vaughan Nelson Investment Management, L.p. 7
Comerica Securities,inc. 7
Optiver Holding B.V. 7
Toroso Investments, LLC 7
Systematic Financial Management Lp 7
Alera Investment Advisors, LLC 7
Ameritas Investment Corp 7
Townsquare Capital Llc 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 7
Counterpoint Mutual Funds LLC 7
Diversified Trust Co 7
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 7
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 7
U.S. Capital Wealth Advisors, LLC 7
Sunbelt Securities, Inc. 7
Weiss Strategic Interval Fund 7
Sumitomo Mitsui Trust Holdings, Inc. 7
Steward Financial Group LLC 7
Diametric Capital, LP 7
Hotchkis & Wiley Capital Management Llc 7
Entropy Technologies, LP 7
Berman Capital Advisors, LLC 7
Seven Eight Capital, Lp 7
Pinnacle Wealth Planning Services, Inc. 7
Caxton Associates Llp 7
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 7
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 7
Capital Analysts, Inc. 7
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 7
Quent Capital, LLC 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
Brinker Capital Inc 7
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 7
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 7
Gabelli Equity Series Funds Inc 7
1832 Asset Management L.P. 7
Atria Wealth Solutions, Inc. 7
People's United Financial, Inc. 7
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 7
Cornerstone Capital Management Holdings Llc. 7
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 7
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 7
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 7
T. Rowe Price Investment Management, Inc. 7
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 7
Shellback Capital, LP 7
Rydex Etf Trust 7
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 7
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 7
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 7
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 7
Sherbrooke Park Advisers Llc 7
CI Private Wealth, LLC 7
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 7
Ardsley Advisory Partners Lp 7
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 7
National Planning Corp 7
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 7
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 7
U S Global Investors Inc 7
Hancock Whitney Corp 7
Harvest Fund Management Co., Ltd 7
Empirical Finance, LLC 7
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 7
IHT Wealth Management, LLC 7
Glen Harbor Capital Management LLC 7
Meadow Creek Investment Management LLC 7
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 7
Invictus RG 7
EA Series Trust 7
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 7
MARSHALL WACE ASIA Ltd 7
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 7
Absolute Return Capital, LLC 7
Sei Trust Co 7
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 7
Bailard, Inc. 7
Belpointe Asset Management LLC 7
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 7
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 7
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 7
Prescott Group Capital Management, L.l.c. 7
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 7
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 7
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 7
Nicholas Investment Partners, LP 7
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 7
Westwood Holdings Group Inc 7
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 7
Zeke Capital Advisors, Llc 7
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 7
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 7
Asset Management One Co., Ltd. 7
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7
Erste Asset Management GmbH 7
SECOR Capital Advisors, LP 7
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 7
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 7
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 7
Catalyst Funds Management Pty Ltd 7
Airain ltd 7
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 6
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 6
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 6
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 6
Fisher Asset Management, LLC 6
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 6
Global Financial Private Client, LLC 6
Robotti Robert 6
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 6
Park Avenue Securities Llc 6
Carroll Financial Associates, Inc. 6
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 6
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
Wedbush Securities Inc 6
Cornerstone Advisors, Inc. 6
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 6
Bryn Mawr Capital Management Inc 6
Denali Advisors Llc 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 6
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 6
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 6
Irish Life Investment Managers Ltd. 6
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 6
Toth Financial Advisory Corp 6
Gts Securities Llc 6
Baker Avenue Asset Management, LP 6
Symphony Asset Management Llc 6
Claymore Exchange-traded Fund Trust 2 6
Bogart Wealth, LLC 6
Ashton Thomas Private Wealth, LLC 6
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 6
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 6
Penn Capital Management Co Inc 6
Moody National Bank Trust Division 6
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 6
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 6
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 6
Six Circles Trust - Six Circles Credit Opportunities Fund 6
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 6
Virtus Investment Advisers, Inc. 6
Moors & Cabot, Inc. 6
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 6
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 6
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 6
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 6
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 6
Clearview Wealth Advisors LLC 6
Hemington Wealth Management 6
Advanced Series Trust - Ast Advanced Strategies Portfolio 6
ETRADE Capital Management LLC 6
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 6
Sanctuary Advisors, LLC 6
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 6
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 6
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 6
Colony Group Llc 6
South Dakota Investment Council 6
Prudential Plc 6
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 6
Vontobel Holding Ltd. 6
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 6
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 6
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 6
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 6
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 6
Rehmann Capital Advisory Group 6
EBI - RBB Fund Trust - Longview Advantage ETF 6
Brant Point Investment Management Llc 6
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 6
Sonora Investment Management, LLC 6
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 6
Karp Capital Management Corp 6
PGIM Short Duration High Yield Opportunities Fund 6
Stephens Inc /ar/ 6
Nbc Securities, Inc. 6
Mml Investors Services, Llc 6
UMA Financial Services, Inc. 6
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 6
WealthCollab, LLC 6
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 6
Guardian Wealth Advisors, LLC 6
Capital One, National Association 6
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 6
Prestige Wealth Management Group LLC 6
Quest Capital Management Inc /adv 6
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 6
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 6
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 6
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 6
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 6
Avantax Advisory Services, Inc. 6
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 6
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 6
Thompson Davis & Co., Inc. 6
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 6
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 6
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 6
SummitTX Capital, L.P. 6
Weiss Asset Management LP 6
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 6
Crestline Management, LP 6
Newbridge Financial Services Group, Inc. 6
Gilder Gagnon Howe & Co Llc 6
Capital Growth Management Lp 6
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 6
Pzena Investment Management Llc 6
Independent Portfolio Consultants, Inc. 6
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 6
Claris Advisors, Llc / Mo / 6
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 6
Harvest Group Wealth Management, Llc 6
Creative Financial Designs Inc /adv 6
Waddell & Reed Financial Inc 6
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 6
Friess Associates Llc 6
Arlington Trust Co LLC 6
Brasada Capital Management, Lp 6
Ameritas Advisory Services, LLC 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
CoreCap Advisors, LLC 6
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 6
Pier Capital, LLC 6
Centaurus Financial, Inc. 6
Underlying Funds Trust 6
Seacrest Wealth Management, Llc 6
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 6
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 6
Kornitzer Capital Management Inc /ks 6
Snowden Capital Advisors LLC 6
Emerald Mutual Fund Advisers Trust 6
Byrne Asset Management LLC 6
Commonwealth Equity Services, Inc 6
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 6
Alyeska Investment Group, L.P. 6
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 6
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 6
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 6
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 6
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 6
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 6
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 6
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 6
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 6
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 6
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 6
Cetera Advisors LLC 6
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 6
CUT - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF 6
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 6
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 6
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 6
Blackrock Credit Allocation Income Trust 6
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 6
Ramsey Quantitative Systems 6
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 6
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 6
Emerald Advisers, Llc 6
Park Place Capital Corp 6
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 6
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 6
Renaissance Group Llc 6
Lombard Odier Asset Management (USA) Corp 6
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 6
Prospera Financial Services Inc 6
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 6
Neuberger Berman High Yield Strategies Fund Inc. 6
Cipher Capital LP 6
Ing Groep Nv 6
Wealthcare Capital Management Llc 6
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 6
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 6
Horizon Investments, LLC 6
Blackrock Master Llc 6
LGT Financial Advisors LLC 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
Capula Management Ltd 6
SpiderRock Trading LLC 6
Numerai GP LLC 6
Pnc Funds 6
Prudential Short Duration High Yield Fund, Inc. 6
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 6
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 6
WFG Advisors, LP 6
DiNuzzo Private Wealth, Inc. 6
Caxton Associates Lp 6
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 6
Voss Capital, LLC 6
Cortina Asset Management, LLC 6
Credit Suisse Asset Management Income Fund Inc 6
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 6
STXK - EA Series Trust - Strive Small-Cap ETF 6
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 6
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 6
Royce Value Trust Inc 6
Turner Investments, L.p. 6
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 6
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 6
Teza Capital Management LLC 6
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 6
Financial Management Professionals, Inc. 6
Flinton Capital Management LLC 6
Us Global Investors Funds 6
Maven Securities LTD 6
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 6
QCVAX - Clearwater Investment Trust - Clearwater International Fund 6
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 6
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 6
Rock Creek Group, LP 6
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 6
Twin Peaks Wealth Advisors, LLC 6
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 6
Invictus RG Pte. Ltd. 6
Cigna Investments Inc /new 6
FEDERATED CORE TRUST - High Yield Bond Portfolio 6
Chartwell Investment Partners, Llc 6
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 6
Veritable, L.P. 6
Redwood Investments, LLC 6
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 6
Ieq Capital, Llc 6
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 6
Moody Aldrich Partners Llc 6
Gabelli Equity Trust Inc 6
William Blair Investment Management, Llc 6
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 6
Keebeck Alpha, LP 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 6
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 6
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 6
RBF Capital, LLC 6
Arkadios Wealth Advisors 6
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 6
Vanguard Explorer Fund 6
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 6
Fort Washington Investment Advisors Inc /oh/ 6
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 6
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 6
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 6
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 6
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 6
Walthausen & Co., LLC 6
BI Asset Management Fondsmaeglerselskab A/S 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
Hanseatic Management Services Inc 6
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 6
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 6
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 6
Capital Innovations LLC 6
Interval Partners, LP 6
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 6
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 6
Sciencast Management LP 6
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 6
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 6
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 6
Northwestern Mutual Investment Management Company, Llc 6
Lido Advisors, LLC 6
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 6
Foundry Partners, LLC 6
Malaga Cove Capital, LLC 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
Smith Asset Management Group Lp 6
Sageworth Trust Co 6
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 5
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 5
We Are One Seven, LLC 5
Ritholtz Wealth Management 5
Everence Capital Management Inc 5
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 5
Hexavest Inc. 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 5
Monarch Partners Asset Management LLC 5
FineMark National Bank & Trust 5
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 5
Financial Advocates Investment Management 5
Columbus Circle Investors 5
Smithfield Trust Co 5
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 5
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 5
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 5
Boulder Hill Capital Management Lp 5
Profunds - Profund Vp Small-cap Growth 5
Financial Gravity Companies, Inc. 5
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 5
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 5
Profunds - Profund Vp Industrials 5
Parkworth Wealth Management, Inc. 5
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 5
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 5
Legacy Financial Advisors, Inc. 5
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 5
Calton & Associates, Inc. 5
Capstone Series Fund Inc 5
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 5
Hilltop Holdings Inc. 5
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 5
Dreyfus High Yield Strategies Fund 5
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
Dubuque Bank & Trust Co 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 5
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 5
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5
B. Metzler seel. Sohn & Co. AG 5
Claymore Exchange-traded Fund Trust 5
Shelton Capital Management 5
Pacifica Partners Inc. 5
Jain Global LLC 5
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 5
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 5
Scientech Research LLC 5
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 5
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 5
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 5
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 5
BerganKDV Wealth Management, LLC 5
SGPIX - Profunds - Small-cap Growth Profund Investor Class 5
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 5
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 5
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 5
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 5
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 5
Mv Capital Management, Inc. 5
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 5
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 5
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 5
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 5
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 5
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 5
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 5
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 5
Harel Insurance Investments & Financial Services Ltd. 5
Avalon Advisors, Llc 5
Retirement Systems of Alabama 5
J.w. Cole Advisors, Inc. 5
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 5
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 5
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 5
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 5
Glg Llc 5
Evergreen Capital Management Llc 5
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
Winton Diversified Opportunities Fund 5
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 5
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio 5
Alpine Global Management, LLC 5
Cetera Advisor Networks LLC 5
Credit Suisse High Yield Bond Fund 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 5
Bfsg, Llc 5
TRUE Private Wealth Advisors 5
Jade Capital Advisors, LLC 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
JNBA Financial Advisors 5
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 5
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
Sachetta, LLC 5
Hennessy Advisors Inc 5
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 5
Calamos Advisors LLC 5
ICA Group Wealth Management, LLC 5
Advisor Partners Ii, Llc 5
Ethic Inc. 5
Cambridge Trust Co 5
AHIVX - American Century Investment Trust - High Income Fund Investor Class 5
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 5
NorthCoast Asset Management LLC 5
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 5
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 5
Pitcairn Co 5
Venator Capital Management Ltd. 5
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 5
Fred Alger Management, Llc 5
Clinton Group Inc 5
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 5
ISAM Funds (UK) Ltd 5
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 5
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 5
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 5
Carolinas Wealth Consulting Llc 5
Securian Asset Management, Inc 5
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 5
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 5
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 5
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 5
Meridian Wealth Partners, LLC 5
Td Private Client Wealth Llc 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 5
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 5
DAVENPORT & Co LLC 5
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 5
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 5
Wealthcare Advisory Partners LLC 5
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
Stoneridge Investment Partners Llc 5
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 5
Tygh Capital Management, Inc. 5
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 5
Cable Hill Partners, LLC 5
Geneva Advisors, LLC 5
Shapiro Robert N 5
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 5
Robeco Schweiz AG 5
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 5
Old Mutual Customised Solutions (proprietary) Ltd 5
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 5
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 5
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 5
Icon Advisers Inc/co 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
BRYN MAWR TRUST Co 5
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 5
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 5
Rialto Wealth Management, LLC 5
Invesco Bond Fund 5
Bamco Inc /ny/ 5
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 5
Meritage Portfolio Management 5
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 5
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 5
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 5
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 5
Old Mutual Global Investors (UK) Ltd. 5
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 5
Banco Bilbao Vizcaya Argentaria, S.a. 5
Contravisory Investment Management, Inc. 5
Wall Street Associates 5
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 5
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF 5
Capital Research Global Investors 5
Pendal Group Ltd 5
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
Oppenheimer Global Multi Strategies Fund 5
DRW Securities, LLC 5
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 5
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 5
Patriot Financial Group Insurance Agency, LLC 5
Daiwa Securities Group Inc. 5
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 5
Resources Investment Advisors, LLC. 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 5
Kestra Investment Management, LLC 5
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 5
Scotia Capital Inc. 5
Semanteon Capital Management, LP 5
Peak6 Llc 5
Cna Financial Corp 5
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 5
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 5
Pine River Capital Management L.P. 5
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 5
Css Llc/il 5
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 5
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 5
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 5
Gendell Jeffrey L 5
NJ State Employees Deferred Compensation Plan 5
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 5
NN Investment Partners Holdings N.V. 5
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 5
Capital World Investors 5
LRI Investments, LLC 5
361 Capital Llc 5
Central Pacific Bank - Trust Division 5
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 5
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 5
Ashton Thomas Securities, Llc 5
Columbia Wanger Asset Management Llc 5
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 5
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 5
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 5
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 5
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 5
Raging Capital Management, LLC 5
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 5
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 5
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 5
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 5
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 5
Paces Ferry Wealth Advisors, Llc 5
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 5
Wedge Capital Management L L P/nc 5
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 5
Cadence Capital Management Llc 5
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 5
Boston Advisors Llc 5
Congress Asset Management Co /ma 5
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 5
Osterweis Capital Management Inc 5
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 5
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 5
First Personal Financial Services 5
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 5
Gradient Investments LLC 5
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 5
Rothschild Asset Management Inc 5
Leuthold Group, Llc 5
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 5
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 5
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 5
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
Avantax Planning Partners, Inc. 5
High Note Wealth, LLC 5
Camarda Financial Advisors, LLC 5
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 5
Gdl Fund 5
BBT Capital Management, LLC 5
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 5
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 5
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 5
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 5
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 5
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 5
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 5
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 5
Front Row Advisors LLC 5
Janney Capital Management LLC 5
GPS Wealth Strategies Group, LLC 5
Agf Investments Inc. 5
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 5
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 5
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 5
YorkBridge Wealth Partners, LLC 5
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 5
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 5
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 5
Hm Payson & Co 5
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 5
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 5
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 5
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 5
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 5
Royal London Asset Management Ltd 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 5
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 5
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 5
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 5
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 5
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 5
Blackrock Debt Strategies Fund, Inc. 5
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 5
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 5
Invesco High Income Trust Ii 5
Visium Asset Management, LP 5
MBOVX - M FUND INC - M Large Cap Value Fund 5
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 5
JJJ Advisors Inc. 5
AMER - Emles Trust - Emles Made in America ETF 5
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 5
Barings Llc 5
Eudaimonia Partners, LLC 5
MBEQX - M FUND INC - M International Equity Fund 5
American Financial Group Inc 5
State Of Michigan Retirement System 5
Essex Investment Management Co Llc 5
SkyView Investment Advisors, LLC 5
Coppell Advisory Solutions LLC 5
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 5
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 5
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 5
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 5
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 5
Bartlett & Co. LLC 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 5
Burney Co/ 5
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 5
Ninety One UK Ltd 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 5
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 5
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 5
Etf Managers Group, Llc 5
VCSVX - VALIC Co II - Small Cap Value Fund 5
Shay Capital LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 5
Avion Wealth 5
Arden Investment Series Trust 5
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 5
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 5
Coastal Investment Advisors, Inc. 5
Golden State Wealth Management, LLC 5
Next Financial Holdings 5
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 5
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 5
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 5
Trust Co Of Vermont 5
Independent Advisor Alliance 5
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 5
Princeton Alpha Management LP 5
Associated Banc-corp 5
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 5
Continuum Advisory, LLC 5
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 5
Aurora Investment Counsel 5
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 5
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 5
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 5
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 5
Bay Harbor Wealth Management, LLC 5
Neo Ivy Capital Management 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 5
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 5
Nuveen S&p 500 Dynamic Overwrite Fund 5
Koshinski Asset Management, Inc. 5
Zions Bancorporation, N.A. 5
Tokio Marine Asset Management Co Ltd 5
New Mexico Educational Retirement Board 5
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
Perigon Wealth Management, LLC 5
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 5
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 5
UniSuper Management Pty Ltd 5
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 5
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 5
Sageworth Trust Co of South Dakota 5
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 5
Tcw Group Inc 5
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 5
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 5
Cary Street Partner Investment Advisory Llc 5
HFM Investment Advisors, LLC 5
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 5
Nachman Norwood & Parrott, Inc 5
Koch Industries Inc 5
Advisor Partners Llc 5
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 5
Advisor Resource Council 5
Riggs Asset Managment Co. Inc. 5
AIA Group Ltd 5
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 5
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 5
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 5
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 5
HighPoint Advisor Group LLC 5
King Luther Capital Management Corp 5
VCSMX - VALIC Co I - Small Cap Fund 5
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 5
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 5
Advantage Investment Management, Llc 5
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 5
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 5
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 5
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 5
Mount Yale Investment Advisors, LLC 5
EAM Global Investors LLC 5
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 5
Blair William & Co/il 5
Rice Hall James & Associates, Llc 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 5
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
Vantage Investment Advisors, LLC 5
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 5
Jacobi Capital Management LLC 4
Water Island Capital Llc 4
Carlson Capital L P 4
Silvercrest Asset Management Group Llc 4
Goldentree Asset Management Lp 4
Global X Management CO LLC 4
Aristeia Capital Llc 4
Skyline Asset Management Lp 4
Commonwealth Bank Of Australia 4
Caisse De Depot Et Placement Du Quebec 4
Cramer Rosenthal Mcglynn Llc 4
Hartford Series Fund Inc 4
Jupiter Asset Management Ltd 4
Westfield Capital Management Co Lp 4
Hartford Investment Management Co 4
Migdal Insurance & Financial Holdings Ltd. 4
Covington Capital Management 4
Wilbanks Smith & Thomas Asset Management Llc 4
Dreman Value Management, L L C 4
WASHINGTON TRUST Co 4
Baldwin Brothers Inc/ma 4
Portolan Capital Management, LLC 4
Greenwood Capital Associates Llc 4
Green Square Capital Advisors Llc 4
Whittier Trust Co Of Nevada Inc 4
Channing Capital Management, LLC 4
Columbia Partners L L C Investment Management 4
Tortoise Capital Advisors, L.l.c. 4
Quantitative Investment Management, LLC 4
Evermay Wealth Management Llc 4
First Citizens Bank & Trust Co 4
Confluence Investment Management Llc 4
Segantii Capital Management Ltd 4
Hood River Capital Management LLC 4
Sheets Smith Wealth Management 4
EULAV Asset Management 4
Axiom International Investors Llc /de 4
Epoch Investment Partners, Inc. 4
Trellus Management Company, LLC 4
Edmond De Rothschild Holding S.a. 4
Delphi Management Inc /ma/ 4
Reilly Financial Advisors, Llc 4
Kings Point Capital Management 4
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4
Teton Advisors, Inc. 4
Eqis Capital Management, Inc. 4
Wesbanco Bank Inc 4
General Motors Investment Management Corp 4
Enterprise Financial Services Corp 4
Jaffetilchin Investment Partners, LLC 4
Lisanti Capital Growth, LLC 4
Dorsey Wright & Associates 4
World Asset Management Inc 4
Tortoise Investment Management, LLC 4
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 4
NewSquare Capital LLC 4
Cnh Partners Llc 4
GLG Partners LP 4
Commerzbank Aktiengesellschaft /fi 4
First Interstate Bank 4
AlphaMark Advisors, LLC 4
Cypress Capital Management LLC (WY) 4
1st Global Advisors, Inc. 4
American National Bank 4
Tompkins Financial Corp 4
St. Johns Investment Management Company, LLC 4
Knowledge Leaders Capital, LLC 4
ID Management A/S 4
Thb Asset Management 4
Baystate Wealth Management LLC 4
New England Research & Management, Inc. 4
Hollencrest Capital Management 4
Copper Rock Capital Partners, LLC 4
TrimTabs Asset Management, LLC 4
Modera Wealth Management, LLC 4
Gulf International Bank (UK) Ltd 4
Old National Bancorp /in/ 4
Balentine LLC 4
Origin Asset Management LLP 4
Utah Retirement Systems 4
Lingohr & Partner Asset Management GmbH 4
Macroview Investment Management Llc 4
Lucus Advisors Llc 4
Frontier Capital Management Co Llc 4
Integrated Wealth Management 4
Cornerstone Investment Partners, LLC 4
Rotella Capital Management, Inc. 4
Echo Street Capital Management LLC 4
Peregrine Asset Advisers, Inc. 4
Freestone Capital Holdings, LLC 4
Sequoia Financial Advisors, LLC 4
Wbi Investments, Inc. 4
Hoxton Financial, Inc. 4
Moore Capital Management, Lp 4
Handelsinvest Investeringsforvaltning 4
FDx Advisors, Inc. 4
Private Ocean, LLC 4
Tributary Capital Management, LLC 4
New England Securities Corp /MA/ 4
Washington Trust Bank 4
Matarin Capital Management, LLC 4
Forsta Ap-fonden 4
Cavalier Investments, LLC 4
Millrace Asset Group, Inc. 4
Gratia Capital, Llc 4
Lodge Hill Capital, LLC 4
Citizens Financial Group Inc/ri 4
BTG Pactual Global Asset Management Ltd 4
Advisors Preferred, LLC 4
Capital Asset Advisory Services LLC 4
Rainier Investment Management Llc 4
Cambria Investment Management, L.P. 4
Element Capital Management Llc 4
Avidian Wealth Solutions, LLC 4
Hatteras Funds, LLC 4
Allstate Corp 4
Maple Rock Capital Partners Inc. 4
Mosaic Family Wealth, LLC 4
JS Capital Management LLC 4
First National Bank Of Omaha 4
Bluestein R H & Co 4
Westpac Banking Corp 4
Kortright Capital Partners LP 4
Covalent Partners LLC 4
Newland Capital Management, Llc 4
CWA Asset Management Group, LLC 4
Johnson Investment Counsel Inc 4
Index Management Solutions, LLC 4
Premier Fund Managers Ltd 4
Caldwell Securities, Inc 4
BlueCrest Capital Management LLP 4
Munder Capital Management 4
Wilmington Funds Management Corp 4
Well Done, LLC 4
Peregrine Capital Management Llc 4
Teton Westwood Funds 4
AGF Investments LLC 4
1060 Capital, LLC 4
First Capital Advisors Group, LLC. 4
Symmetry Partners, LLC 4
Level Four Advisory Services, Llc 4
Knights of Columbus Asset Advisors LLC 4
Achmea Investment Management B.V. 4
Flagship Harbor Advisors, Llc 4
BDO Wealth Advisors, LLC 4
Bb&t Investment Services, Inc. 4
Lighthouse Investment Partners, LLC 4
DC Investments Management, LLC 4
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 4
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 4
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 4
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 4
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 4
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 4
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 4
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 4
Forum Funds 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 4
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 4
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 4
Prudential Global Short Duration High Yield Fund, Inc. 4
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 4
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 4
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 4
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 4
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 4
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 4
Blackstone / Gso Strategic Credit Fund 4
Oppenheimer Variable Account Funds 4
Nuveen Global High Income Fund 4
Blackstone / Gso Long-short Credit Income Fund 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 4
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 4
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 4
Tri-continental Corp 4
WUSAX - WANGER ADVISORS TRUST - Wanger USA 4
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 4
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 4
Trust For Advisor Solutions 4
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 4
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 4
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 4
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 4
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 4
Royce Micro-cap Trust, Inc /md/ 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 4
Guggenheim Strategic Opportunities Fund 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 4
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 4
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 4
Oppenheimer Small Cap Value Fund 4
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 4
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 4
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 4
Calamos Global Dynamic Income Fund 4
Calamos Global Total Return Fund 4
Calamos Convertible Opportunities & Income Fund 4
Calamos Strategic Total Return Fund 4
Calamos Convertible & High Income Fund 4
Calamos Dynamic Convertible & Income Fund 4
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 4
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 4
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
Ridgeworth Funds 4
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 4
MASTER BOND LLC - Master Total Return Portfolio 4
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 4
Monument Capital Management 4
CenterStar Asset Management, LLC 4
Redwood Investment Management, Llc 4
Providence Capital Advisors, LLC 4
Wagner Wealth Management, Llc 4
Strategic Wealth Partners, Ltd. 4
Blackstone / Gso Floating Rate Enhanced Income Fund 4
Claybrook Capital, LLC 4
Integrated Wealth Concepts LLC 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
Nicola Wealth Management Ltd. 4
CX Institutional 4
Community Capital Management, Inc. 4
Apollon Wealth Management, LLC 4
Gladstone Institutional Advisory LLC 4
Magnus Financial Group LLC 4
Claro Advisors LLC 4
Treasurer of the State of North Carolina 4
Machina Capital S.a.s. 4
Benjamin Edwards Inc 4
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 4
Whitebox Mutual Funds 4
Campbell Multi-strategy Trust 4
Evoke Wealth, Llc 4
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 4
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 4
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 4
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 4
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 4
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 4
NOMIX - Northern Funds - Northern Mid Cap Index Fund 4
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 4
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 4
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 4
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 4
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 4
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 4
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 4
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 4
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 4
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 4
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 4
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 4
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 4
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 4
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 4
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 4
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 4
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 4
CGMFX - CGM TRUST - CGM Focus Fund 4
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 4
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 4
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 4
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 4
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 4
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 4
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 4
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 4
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 4
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 4
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 4
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 4
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 4
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 4
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 4
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 4
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 4
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 4
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 4
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 4
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 4
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 4
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 4
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 4
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 4
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 4
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 4
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 4
IWB - iSHARES TRUST - iShares Russell 1000 ETF 4
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 4
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 4
WOOD - iSHARES TRUST - iShares Global Timber & Forestry ETF 4
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 4
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 4
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 4
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 4
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 4
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 4
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 4
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 4
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 4
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 4
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 4
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 4
Profunds - Profund Vp Mid-cap Value 4
Profunds - Profund Vp Small-cap Value 4
Profunds - Profund Vp Mid-cap Growth 4
Profunds - Profund Vp Ultramid-cap 4
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 4
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 4
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 4
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 4
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 4
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 4
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 4
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 4
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 4
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 4
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 4
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 4
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 4
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 4
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 4
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 4
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 4
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 4
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 4
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 4
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 4
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 4
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 4
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 4
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 4
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 4
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 4
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 4
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 4
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 4
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 4
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 4
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 4
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 4
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 4
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 4
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 4
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 4
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 4
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 4
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 4
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 4
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 4
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 4
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 4
MDPIX - Profunds - Mid-cap Profund Investor Class 4
MLPIX - Profunds - Mid-cap Value Profund Investor Class 4
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 4
UMPIX - Profunds - Ultramid-cap Profund Investor Class 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 4
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 4
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 4
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 4
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 4
Harbor Investment Advisory, Llc 4
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 4
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 4
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 4
AdvisorShares Investments LLC 4
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 4
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 4
Tfo-tdc, Llc 4
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 4
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 4
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 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
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 4
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 4
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 4
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 4
VCAAX - VALIC Co I - Asset Allocation Fund 4
VMIDX - VALIC Co I - Mid Cap Index Fund 4
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 4
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 4
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 4
UXI - PROSHARES TRUST - ProShares Ultra Industrials 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 4
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 4
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 4
VIDI - ETF Series Solutions - Vident International Equity Fund 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 4
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 4
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 4
Kingsview Wealth Management, LLC 4
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor 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
Sugarloaf Wealth Management, LLC 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 4
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 4
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 4
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 4
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 4
BlackRock Credit Strategies Fund 4
Principal Diversified Select Real Asset Fund 4
Spdr S&p Midcap 400 Etf Trust 4
Banque Cantonale Vaudoise 4
Marks Group Wealth Management, Inc 4
Woodline Partners LP 4
Center for Financial Planning, Inc. 4
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 4
CVA Family Office, LLC 4
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 4
Total Clarity Wealth Management, Inc. 4
Verus Capital Partners, Llc 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
State of New Jersey Common Pension Fund A 4
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 4
Rsm Us Wealth Management Llc 4
tru Independence LLC 4
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 4
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 4
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 4
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
Fulcrum Asset Management LLP 4
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 4
Mainstream Investment Advisers LLC 4
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 4
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 4
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 4
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 4
Kestra Private Wealth Services, Llc 4
Ten Capital Wealth Advisors, LLC 4
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 4
GoalVest Advisory LLC 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
Mach-1 Financial Group, Inc. 4
Inspire Advisors, LLC 4
Concord Wealth Partners 4
EVR Research LP 4
Tradition Wealth Management, LLC 4
Alpha DNA Investment Management LLC 4
EMC Capital Management 4
B. Metzler seel. Sohn & Co. Holding AG 4
Timelo Investment Management Inc. 4
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 4
Systematic Alpha Investments, LLC 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
Hennion & Walsh Asset Management, Inc. 4
Sargent Bickham Lagudis LLC 4
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 4
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
Eagle Bay Advisors LLC 4
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 4
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 4
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 4
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 4
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 4
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 4
Oak Thistle LLC 4
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 4
Desjardins Global Asset Management Inc. 4
Congress Wealth Management LLC / DE / 4
NorthCrest Asset Manangement, LLC 4
Confluence Wealth Services, Inc. 4
Metis Global Partners, LLC 4
CenterBook Partners LP 4
Corton Capital Inc. 4
CastleKnight Management LP 4
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 4
Forum Financial Management, LP 4
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 4
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 4
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 4
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 4
My Personal CFO, LLC 4
Tcwp Llc 4
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 4
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 4
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 4
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 4
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 4
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 4
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 4
Schechter Investment Advisors, LLC 4
Colonial Trust Co / SC 4
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
Fidelis Capital Partners, LLC 4
Greenland Capital Management LP 4
Kula Investments, LLC 4
West Tower Group, LLC 4
Ausbil Investment Management Ltd 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
V-Square Quantitative Management LLC 4
Fifth Third Wealth Advisors LLC 4
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 4
Qrg Capital Management, Inc. 4
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 4
Bare Financial Services, Inc 4
Frazier Financial Advisors, LLC 4
New Age Alpha Advisors, LLC 4
Bartlett & Co. Wealth Management Llc 4
Susquehanna Portfolio Strategies, LLC 4
Caitlin John, LLC 4
Kapitalo Investimentos Ltda 4
Azzad Asset Management Inc /adv 4
American Capital Advisory, LLC 4
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 4
STXM - EA Series Trust - Strive Mid-Cap ETF 4
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 4
Northwest & Ethical Investments L.P. 4
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 4
HWAY - Themes ETF Trust - Themes US Infrastructure ETF 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 4
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 4
R Squared Ltd 4
Whipplewood Advisors, LLC 4
Hughes Financial Services, LLC 4
Freestone Grove Partners LP 4
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
WPG Advisers, LLC 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 4
Abn Amro Investment Solutions 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 3
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 3
John Hancock Hedged Equity & Income Fund 3
Commons Capital, Llc 3
Arrowgrass Capital Partners (us) Lp 3
EHP Funds Inc. 3
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 3
Concentric Capital Strategies, LP 3
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 3
O'Shares Investment Advisers, LLC 3
Baader Bank INC 3
Beaird Harris Wealth Management, LLC 3
DnB Asset Management AS 3
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 3
Allegheny Financial Group LTD 3
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 3
WealthPLAN Partners, LLC 3
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 3
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 3
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 3
Exane Derivatives 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 3
Quaker Wealth Management, LLC 3
Putney Financial Group LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
Headinvest, Llc 3
ClearAlpha Technologies LP 3
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
Montag A & Associates Inc 3
Wilen Investment Management Corp. 3
Private Wealth Asset Management, LLC 3
Bahl & Gaynor Inc 3
L & S Advisors Inc 3
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 3
Lord Abbett Credit Opportunities Fund 3
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 3
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 3
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 3
Piermont Capital Management LLC 3
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 3
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 3
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 3
Mcdonald Partners Llc 3
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 3
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 3
Sigma Planning Corp 3
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 3
PIMCO Energy & Tactical Credit Opportunities Fund 3
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 3
Interchange Capital Partners, LLC 3
Asset Dedication, LLC 3
GeoWealth Management, LLC 3
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
Baker Ellis Asset Management LLC 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
Sound Income Strategies, LLC 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
Texas Yale Capital Corp. 3
Leap Investments Lp 3
Woodmont Investment Counsel Llc 3
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 3
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
Coastal Capital Group, Inc. 3
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 3
Harvest Investment Services, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 3
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 3
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 3
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
Kistler-Tiffany Companies, LLC 3
NinePointTwo Capital 3
Islay Capital Management, Llc 3
Ironwood Investment Management Llc 3
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 3
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 3
Analytic Investors, LLC 3
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 3
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 3
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 3
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 3
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 3
Paradigm Asset Management Co Llc 3
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 3
Atwood & Palmer Inc 3
Professional Financial Advisors, LLC 3
Peloton Wealth Strategists 3
Oppenheimer Quest For Value Funds 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 3
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 3
Mesirow Institutional Investment Management, Inc. 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
Brewin Dolphin Ltd 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
Outlook Wealth Advisors, LLC 3
Kayne Anderson Rudnick Investment Management Llc 3
Key Group Holdings (cayman), Ltd. 3
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 3
Robbins Farley Llc 3
Ubs Oconnor Llc 3
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 3
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 3
Childress Capital Advisors, Llc 3
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
Farringdon Capital, Ltd. 3
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
Measured Wealth Private Client Group, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
Horrell Capital Management, Inc. 3
Bb&t Securities, Llc 3
Gallacher Capital Management LLC 3
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 3
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 3
Fiduciary Alliance LLC 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 3
RFP Financial Group LLC 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
Liberty Mutual Group Asset Management Inc. 3
Pfs Investments Inc. 3
Argent Trust Co 3
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 3
Mendota Financial Group, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 3
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 3
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 3
Bleakley Financial Group, LLC 3
Forge First Asset Management Inc. 3
Miles Capital, Inc. 3
Qsemble Capital Management, LP 3
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 3
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 3
SYSTM Wealth Solutions LLC 3
Luminus Management Llc 3
M&g Investment Management Ltd 3
Exencial Wealth Advisors, Llc 3
Glen Eagle Advisors, LLC 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
Moran Wealth Management, LLC 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 3
Colony Group, LLC 3
Livforsakringsbolaget Skandia, Omsesidigt 3
Wcm Investment Management, Llc 3
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 3
Zelman Capital LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
Torno Capital, Llc 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 3
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 3
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 3
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 3
Cantor Fitzgerald, L. P. 3
ArrowMark Colorado Holdings LLC 3
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
Readystate Asset Management Lp 3
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 3
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 3
Kayne Anderson Capital Advisors Lp 3
Wealthspire Advisors, LLC 3
VCULX - VALIC Co I - Growth Fund 3
VCBCX - VALIC Co I - Blue Chip Growth Fund 3
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 3
Advantage Alpha Capital Partners LP 3
Appian Way Asset Management LP 3
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 3
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 3
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
ECML - EA Series Trust - Euclidean Fundamental Value ETF 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
Hl Financial Services Llc 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
Savant Capital, LLC 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 3
Deprince Race & Zollo Inc 3
Stonehill Capital Management Llc 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
Column Capital Advisors, LLC 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
Pinnacle Associates Ltd 3
Wealthfront Advisers Llc 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 3
Gideon Capital Advisors, Inc. 3
Harvest Management Llc 3
Avanza Fonder AB 3
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 3
Putnam ETF Trust - Putnam ESG High Yield ETF - 3
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 3
1ws Credit Income Fund 3
Guardian Capital Lp 3
Arcus Capital Partners, LLC 3
RYSEX - ROYCE FUND - Royce Special Equity Fund Investment Class 3
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
Tsfg, Llc 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 3
Blackrock Resources & Commodities Strategy Trust 3
Iridian Asset Management Llc/ct 3
Arabesque Asset Management Ltd 3
Kb Financial Partners, Llc 3
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 3
VCGAX - VALIC Co I - Growth & Income Fund 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
Clark Estates Inc/ny 3
Monetary Management Group Inc 3
Aptus Capital Advisors, LLC 3
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 3
Ausdal Financial Partners, Inc. 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
Harfst & Associates, Inc. 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 3
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 3
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 3
Parkwood LLC 3
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
Argent Capital Management Llc 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 3
Scepter Holdings, Inc. 3
American Independence Funds Trust 3
Heritage Wealth Management, Llc 3
Ascend Capital, Llc 3
Long Pond Capital, LP 3
Bedel Financial Consulting, Inc. 3
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 3
One Wealth Advisors, LLC 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
FNY Partners Fund LP 3
Millburn Ridgefield Corp 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
Soapstone Management L.p. 3
Institute for Wealth Management, LLC. 3
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 3
Park National Corp /oh/ 3
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 3
Cinctive Capital Management LP 3
Polianta Ltd 3
Capital Investment Advisory Services, LLC 3
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
Parsons Capital Management Inc/ri 3
Quantessence Capital LLC 3
Jag Capital Management, Llc 3
Regentatlantic Capital Llc 3
Trivant Custom Portfolio Group, LLC 3
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 3
Dynamic Technology Lab Pte Ltd 3
Simon Quick Advisors, Llc 3
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 3
CI Global Investments Inc. 3
WealthTrust-Arizona, LLC 3
Brandes Investment Partners, Lp 3
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 3
Sheaff Brock Investment Advisors, LLC 3
Cim, Llc 3
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 3
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 3
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 3
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 3
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 3
AUERX - Unified Series Trust - Auer Growth Fund 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
Archer Investment Corp 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
Accurate Wealth Management, LLC 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 3
Ibex Wealth Advisors 3
LOMMX - CGM TRUST - CGM Mutual Fund 3
ARGI Investment Services, LLC 3
111 Capital 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
Qtron Investments LLC 3
Alliancebernstein Global High Income Fund Inc 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
Neumeier Poma Investment Counsel Llc 3
Eventide Asset Management, Llc 3
Activest Wealth Management 3
Prime Capital Investment Advisors, LLC 3
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 3
Tyers Asset Management LLC 3
Stephenson National Bank & Trust 3
Neuburgh Advisers LLC 3
Tibra Equities Europe Ltd 3
First Sabrepoint Capital Management Lp 3
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
R&F Capital Advisors LP 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 3
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 3
ACK Asset Management LLC 3
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 3
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 3
Connable Office Inc 3
Bridgewater Advisors Inc. 3
Munder Series Trust 3
Dean Investment Associates, Llc 3
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 3
Roberts Glore & Co Inc /il/ 3
Prospector Partners Llc 3
Bellwether Investment Group, LLC 3
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 3
Bayforest Capital Ltd 3
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 3
Omnia Family Wealth, LLC 3
Sculptor Capital LP 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
NMIEX - Northern Funds - Active M International Equity Fund 3
Punch & Associates Investment Management, Inc. 3
Personal Cfo Solutions, Llc 3
SpiderRock Advisors, LLC 3
Gryphon Financial Partners LLC 3
Formula Growth Ltd 3
Bruce G. Allen Investments, LLC 3
CNB Bank 3
Voleon Capital Management Lp 3
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 3
Waterfront Capital Partners, LLC 3
Israel Discount Bank of New York 3
Westside Investment Management, Inc. 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
Cascade Investment Advisors, Inc. 3
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 3
Chicago Partners Investment Group LLC 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
Beck Bode, LLC 3
Lorber David A 3
Societe Generale 3
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 3
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 3
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 3
Trustcore Financial Services, Llc 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 3
Barometer Capital Management Inc. 3
University Of Texas/texas Am Investment Managment Co 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
Spot Trading L.l.c. 3
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 3
Certified Advisory Corp 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
Intercontinental Wealth Advisors, LLC 3
Usca Ria Llc 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
MCF Advisors LLC 3
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 3
Financial Network Wealth Advisors LLC 3
Ahrens Investment Partners LLC 3
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 3
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 3
FrontFour Capital Group LLC 3
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 3
Executive Wealth Management, LLC 3
Mesirow Financial Investment Management, Inc. 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
WR Wealth Planners, LLC 3
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 3
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 3
Rakuten Securities, Inc. 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
Qs Batterymarch Financial Management, Inc 3
Shine Investment Advisory Services Inc 3
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 3
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 3
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 3
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 3
Uncommon Cents Investing LLC 3
Standard Life Aberdeen plc 3
Curian Capital Llc 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
Moneta Group Investment Advisors Llc 3
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 3
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 3
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 3
SG3 Management, LLC 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
Quantedge Capital Pte Ltd 3
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 3
Stonebridge Capital Advisors LLC 3
Wedmont Private Capital 3
Beaconlight Capital, Llc 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
Wealthfront Inc 3
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 3
Chicago Capital Management, LLC 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
First Horizon Corp 3
Knight Capital Group, Inc. 3
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 3
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 3
BancorpSouth Bank 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 3
Bard Associates Inc 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Placemark Investments, Inc. 3
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
Roundview Capital LLC 3
Ranger Investment Management, L.P. 3
Alta Capital Management Llc/ 3
Balter Liquid Alternatives, LLC 3
Reuter James Wealth Management, Llc 3
Global Endowment Management, LP 3
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 3
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 3
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 3
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 3
Keeley Asset Management Corp 3
Paradigm Capital Management Inc/ny 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 3
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 3
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 3
Absolute Capital Management, LLC 3
Nkcfo Llc 3
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 3
USS Investment Management Ltd 3
Catapult Capital Management Llc 3
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 3
Ibex Investors LLC 3
Franklin Universal Trust 3
McIlrath & Eck, LLC 3
Dalton Greiner Hartman Maher & Co 3
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 3
Carmel Capital Partners, LLC 3
Astrantus Ltd 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
Cantab Capital Partners LLP 3
CLARET ASSET MANAGEMENT Corp 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
Blackstone Group Inc 3
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 3
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 3
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 3
Patten Group, Inc. 3
Voya Natural Resources Equity Income Fund 3
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 3
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 3
GHP Investment Advisors, Inc. 3
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
Lebenthal Asset Management, LLC 3
Evolution Wealth Advisors, LLC 3
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
Budros, Ruhlin & Roe, Inc. 3
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
Artisan Partners Limited Partnership 3
Tiverton Asset Management Llc 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
Otter Creek Advisors, LLC 3
EverPoint Asset Management, LLC 3
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 3
Putnam High Income Securities Fund 3
Icon Wealth Partners, LLC 3
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 3
Atlas Capital Advisors Llc 3
Cassady Schiller Wealth Management, LLC 3
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 3
Financial Architects, Inc 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 3
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 3
Allegis Investment Advisors, LLC 3
Emerald Investment Partners, Llc 3
Southernsun Asset Management, Llc 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
Accordant Advisory Group Inc 3
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 3
Impala Asset Management LLC 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 3
CR Intrinsic Investors, LLC 3
Institutional & Family Asset Management, Llc 3
HHM Wealth Advisors, LLC 3
Perpetual Ltd 3
Rs Investment Management Co Llc 3
Planned Solutions, Inc. 3
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 3
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 3
ORG Partners LLC 3
Primecap Management Co/ca/ 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
Abound Wealth Management 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
North Fourth Asset Management, LP 3
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
Duff & Phelps Investment Management Co 3
Highlander Capital Management, LLC 3
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 3
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 3
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 3
Naples Global Advisors, Llc 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 3
Old Mission Capital Llc 3
Bluefin Capital Management, Llc 3
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
Islet Management, LP 3
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
Allred Capital Management, LLC 3
Fifth Lane Capital, Lp 3
Nuveen Preferred & Income Opportunities Fund 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 3
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 3
Glg Inc. 3
First Midwest Bank Trust Division 3
Rathbone Brothers plc 3
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 3
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 3
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 3
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 3
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 3
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
Sandler Capital Management 3
Delphia (USA) Inc. 3
Dean Capital Management 3
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
Tiedemann Advisors, Llc 3
Alphasimplex Group, Llc 3
AlphaOne Investment Services, LLC 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
IMC-Chicago, LLC 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 3
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
Medina Singh Partners, LLC 3
Heritage Wealth Advisors 3
Oppenheimer Discovery Fund 3
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3
HWG Holdings LP 3
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 3
Ativo Capital Management LLC 3
Wasatch Advisors Inc 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
Pinnacle Financial Partners Inc 3
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 3
LG Capital Management, LP 3
San Francisco Sentry Investment Group (ca) 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 3
Chevy Chase Trust Holdings, Inc. 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
Hodges Capital Management Inc. 3
Castleview Partners, Llc 3
Raleigh Capital Management Inc. 3
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 3
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 3
Alta Fundamental Advisers LLC 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
Bluefin Trading, LLC 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
Nuveen Multi-market Income Fund 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
Adirondack Trust Co 3
Grove Bank & Trust 3
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 3
Elo Mutual Pension Insurance Co 3
Fiduciary Trust Co 3
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
Tyler-Stone Wealth Management 3
Silvant Capital Management LLC 3
CSat Investment Advisory, L.P. 3
Blume Capital Management, Inc. 3
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF 3
Alpha Windward Llc 3
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 3
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 3
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 3
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 3
Barrett Asset Management, LLC 3
Cromwell Holdings LLC 3
Arbor Capital Management Llc 3
Southeastern Asset Management Inc/tn/ 3
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 3
Vanguard Whitehall Funds 3
Financial Engines Advisors L.L.C. 3
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 3
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 3
Altshuler Shaham Ltd 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
Ruggie Capital Group 3
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 3
Simplicity Wealth,LLC 3
Checchi Capital Advisers, LLC 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 3
Caas Capital Management Lp 3
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 3
Cannell Capital Llc 3
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 3
QCM Cayman, Ltd. 3
Manatuck Hill Partners, LLC 3
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 3
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 3
Euclidean Technologies Management, LLC 3
New Jersey Better Educational Savings Trust 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
ZPR Investment Management 3
Norden Group Llc 3
Century Capital Management, LLC 3
Alpine Woods Capital Investors, Llc 3
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 3
Li Winifred I 3
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 3
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 3
Blackstone / Gso Senior Floating Rate Term Fund 3
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 3
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 3
Banque Pictet & Cie Sa 3
Nuveen Tax-advantaged Dividend Growth Fund 3
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 3
Truewealth Llc 3
MFCPX - M FUND INC - M Capital Appreciation Fund 3
Ruffer LLP 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 3
Gabelli Dividend & Income Trust 3
Breton Hill Capital Ltd. 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 3
CAPROCK Group, Inc. 3
Verdence Capital Advisors LLC 3
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 3
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 3
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 3
One Capital Management, LLC 3
Delta Asset Management Llc/tn 3
Polymer Capital Management (US) LLC 3
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 3
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 3
Copeland Capital Management, LLC 3
Roffman Miller Associates Inc /pa/ 3
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 3
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 3
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 3
Atticus Wealth Management, Llc 3
Cupps Capital Management, LLC 3
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 3
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 3
Guidance Capital, Inc 3
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 3
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 3
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 3
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 3
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
Cornerstone Wealth Management, LLC 3
TIMOTHY PLAN - Timothy Strategic Variable 3
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 3
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
Clearbridge, Llc 3
Trust Point Inc. 3
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 3
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 3
Addison Advisors LLC 3
Gluskin Sheff & Assoc Inc 3
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 3
Swedbank AB 3
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 3
Horan Securities, Inc. 3
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
Kingdon Capital Management, L.l.c. 3
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 3
Intersect Capital LLC 3
Anchor Investment Management, LLC 3
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 3
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 3
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 3
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 3
Ossiam 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
Aaron Wealth Advisors LLC 3
Dana Investment Advisors, Inc. 3
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 3
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 3
CHICAGO TRUST Co NA 3
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 3
Wiley Bros.-aintree Capital, Llc 3
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 3
Passport Capital, LLC 3
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
Stanley-Laman Group, Ltd. 3
Pimco Dynamic Income Fund 3
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 3
Wd Rutherford Llc 3
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 3
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 3
Samalin Investment Counsel, LLC 3
Sawgrass Asset Management Llc 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 3
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 3
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 3