Management Consulting Services - Largest Owners in this Industry

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

Investor Number of Known Investments
UBS Group AG 48
Proequities, Inc. 46
Bank Of America Corp /de/ 45
Citadel Advisors Llc 43
Morgan Stanley 43
Tower Research Capital LLC (TRC) 40
Jpmorgan Chase & Co 40
Susquehanna International Group, Llp 38
Geode Capital Management, Llc 37
Vanguard Group Inc 37
BlackRock, Inc. 36
Citigroup Inc 36
Royal Bank Of Canada 36
Wells Fargo & Company/mn 36
Barclays Plc 35
Goldman Sachs Group Inc 35
Deutsche Bank Ag\ 35
Renaissance Technologies Llc 33
Millennium Management Llc 33
Hrt Financial Lp 32
State Street Corp 31
Northern Trust Corp 31
Fmr Llc 30
Bank of New York Mellon Corp 30
Virtu Financial LLC 30
Jane Street Group, Llc 30
Two Sigma Investments, Lp 29
Invesco Ltd. 28
Advisor Group Holdings, Inc. 28
Credit Suisse Ag/ 28
IFP Advisors, Inc 28
Marshall Wace, Llp 27
Bnp Paribas Arbitrage, Sa 27
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 27
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 27
Bank Of Montreal /can/ 27
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 27
Charles Schwab Investment Management Inc 26
New York State Common Retirement Fund 26
Panagora Asset Management Inc 25
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 25
Rhumbline Advisers 25
Dimensional Fund Advisors Lp 25
American International Group, Inc. 25
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 25
California State Teachers Retirement System 25
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 24
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 24
Pnc Financial Services Group, Inc. 24
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 24
Legal & General Group Plc 24
Northwestern Mutual Wealth Management Co 24
Prelude Capital Management, Llc 24
Squarepoint Ops LLC 24
Verition Fund Management LLC 23
Creative Planning 23
Cubist Systematic Strategies, LLC 23
Paloma Partners Management Co 23
Manufacturers Life Insurance Company, The 23
XTX Topco Ltd 23
Two Sigma Advisers, Lp 23
Walleye Capital LLC 23
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 23
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 22
Simplex Trading, Llc 22
D. E. Shaw & Co., Inc. 22
Strs Ohio 22
BlackRock Fund Advisors 22
Polar Asset Management Partners Inc. 22
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 21
LPL Financial LLC 21
Lazard Asset Management Llc 21
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 21
Victory Capital Management Inc 21
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 21
Nuveen Asset Management, LLC 21
Ameritas Investment Partners, Inc. 21
Group One Trading, L.p. 21
Walleye Trading LLC 21
Us Bancorp \de\ 21
Voya Investment Management Llc 20
Metropolitan Life Insurance Co/ny 20
Cwm, Llc 20
Macquarie Group Ltd 20
SG Americas Securities, LLC 20
Boothbay Fund Management, Llc 20
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 20
Amalgamated Bank 20
Federated Hermes, Inc. 20
Gsa Capital Partners Llp 20
Balyasny Asset Management Llc 20
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 20
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 20
BlackRock Investment Management, LLC 20
Two Sigma Securities, Llc 20
Aqr Capital Management Llc 19
Raymond James Financial Inc 19
BlackRock Institutional Trust Company, N.A. 19
Sei Investments Co 19
Russell Investments Group, Ltd. 19
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 19
Price T Rowe Associates Inc /md/ 19
Ameriprise Financial Inc 19
GWM Advisors LLC 19
Comerica Bank 19
Alliancebernstein L.p. 19
Acadian Asset Management Llc 19
Stifel Financial Corp 19
Qube Research & Technologies Ltd 19
Kcg Holdings, Inc. 18
Wolverine Trading, Llc 18
Quadrant Capital Group Llc 18
California Public Employees Retirement System 18
MetLife Investment Management, LLC 18
Bessemer Group Inc 18
Advisory Services Network, LLC 18
Nisa Investment Advisors, Llc 18
Trexquant Investment LP 18
Quantbot Technologies LP 18
Parametric Portfolio Associates Llc 18
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18
Man Group plc 18
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 18
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 18
Wellington Management Group Llp 18
Engineers Gate Manager LP 18
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 17
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 17
Allspring Global Investments Holdings, LLC 17
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 17
NSIDX - Northern Funds - Northern Small Cap Index Fund 17
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 17
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 17
Zurcher Kantonalbank (Zurich Cantonalbank) 17
Royce & Associates Lp 17
Cutler Group LP 17
PENN SERIES FUNDS INC - Small Cap Index Fund 17
Allianz Asset Management GmbH 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 17
Principal Financial Group Inc 17
Captrust Financial Advisors 17
American Century Companies Inc 17
Rockefeller Capital Management L.P. 17
Norges Bank 17
Ubs Ag 17
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 17
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 17
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 17
EAM Investors, LLC 17
Tiaa Cref Investment Management Llc 17
Teachers Advisors, Llc 17
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 17
EverSource Wealth Advisors, LLC 17
Sterling Capital Management LLC 17
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 17
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 17
IWM - iSHARES TRUST - iShares Russell 2000 ETF 17
Ubs Asset Management Americas Inc 17
Federation des caisses Desjardins du Quebec 17
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 17
Meeder Asset Management Inc 17
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 17
Jump Financial, LLC 17
BlueCrest Capital Management Ltd 17
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 17
Profunds - Profund Vp Small-cap 17
ExodusPoint Capital Management, LP 17
BlackRock Advisors LLC 17
Allworth Financial LP 17
Thrivent Financial For Lutherans 17
First Trust Advisors Lp 17
Huntington National Bank 17
O'shaughnessy Asset Management, Llc 17
Profunds - Profund Vp Ultrasmall-cap 17
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 17
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 17
Ladenburg Thalmann Financial Services Inc 17
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 17
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 17
Jefferies Group LLC 17
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 17
Envestnet Asset Management Inc 17
Vanguard Index Funds 17
Ancora Advisors, LLC 17
Signaturefd, Llc 16
Fifth Third Bancorp 16
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 16
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 16
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 16
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 16
Raymond James & Associates 16
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 16
State Board Of Administration Of Florida Retirement System 16
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 16
IWC - iSHARES TRUST - iShares Micro-Cap ETF 16
Jones Financial Companies Lllp 16
Putnam Investments Llc 16
Public Employees Retirement System Of Ohio 16
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 16
Principal Funds Inc 16
Steward Partners Investment Advisory, Llc 16
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 16
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 16
Axa S.a. 16
Hsbc Holdings Plc 16
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 16
Magnetar Financial LLC 16
Wolverine Asset Management Llc 16
Prudential Financial Inc 16
QS Investors, LLC 16
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 16
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 16
Parallel Advisors, LLC 16
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 16
Intech Investment Management Llc 16
Glenmede Trust Co Na 16
Schonfeld Strategic Advisors LLC 15
Nationwide Fund Advisors 15
Jacobs Levy Equity Management, Inc 15
Los Angeles Capital Management Llc 15
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 15
Blair William & Co/il 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 15
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 15
Police & Firemen's Retirement System of New Jersey 15
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 15
KBC Group NV 15
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 15
Driehaus Capital Management Llc 15
Hudson Bay Capital Management LP 15
Advisor Group, Inc. 15
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 15
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 15
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 15
Bridgeway Capital Management Inc 15
Globeflex Capital L P 15
Dynamic Technology Lab Private Ltd 15
Winton Capital Group Ltd 15
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 15
Guggenheim Capital Llc 15
A.R.T. Advisors, LLC 15
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 15
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 15
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 15
SBI Securities Co., Ltd. 15
Franklin Resources Inc 15
HighTower Advisors, LLC 15
Emerald Acquisition Ltd. 15
Sawtooth Solutions, LLC 15
Swiss National Bank 15
Russell Frank Co/ 15
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 15
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 15
Nuveen, LLC 15
D.a. Davidson & Co. 15
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 15
MUFG Americas Holdings Corp 15
Great West Life Assurance Co /can/ 15
State Of Wisconsin Investment Board 14
Mackenzie Financial Corp 14
Acrospire Investment Management LLC 14
SLPIX - Profunds - Small-cap Profund Investor Class 14
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 14
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 14
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 14
College Retirement Equities Fund 14
Truist Financial Corp 14
Tudor Investment Corp Et Al 14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 14
Teacher Retirement System Of Texas 14
State of Wyoming 14
Parkside Financial Bank & Trust 14
Point72 Hong Kong Ltd 14
Ergoteles LLC 14
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 14
Managed Account Advisors Llc 14
Commonwealth Equity Services, Llc 14
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 14
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 14
Aperio Group, LLC 14
Caitong International Asset Management Co., Ltd 14
Point72 Asset Management, L.P. 14
ProShare Advisors LLC 14
Cnh Partners Llc 14
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 14
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 14
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 14
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 14
Arrowstreet Capital, Limited Partnership 14
Highbridge Capital Management Llc 14
Parallax Volatility Advisers, L.P. 14
Ground Swell Capital, LLC 14
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 14
Quadrature Capital Ltd 14
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 14
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 14
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 14
Landscape Capital Management, L.l.c. 14
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 14
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 14
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 14
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 14
VCSLX - VALIC Co I - Small Cap Index Fund 14
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 14
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 14
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 14
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 14
Oxford Asset Management Llp 14
Legato Capital Management LLC 14
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 14
IWV - iSHARES TRUST - iShares Russell 3000 ETF 14
Marshall Wace North America L.P. 14
Farther Finance Advisors, LLC 13
Janney Montgomery Scott LLC 13
Nordea Investment Management Ab 13
Public Employees Retirement Association Of Colorado 13
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 13
Aquatic Capital Management LLC 13
PEAK6 Investments, L.P. 13
Tfs Capital Llc 13
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 13
Centiva Capital, LP 13
Piedmont Investment Advisors Llc 13
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 13
Exchange Traded Concepts, Llc 13
Hbk Investments L P 13
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 13
Mariner, LLC 13
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13
Quarry LP 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 13
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 13
Mirae Asset Global Investments Co., Ltd. 13
Y-Intercept (Hong Kong) Ltd 13
Hillsdale Investment Management Inc. 13
Principal Securities, Inc. 13
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 13
Global Retirement Partners, LLC 13
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 13
Assetmark, Inc 13
Gotham Asset Management, LLC 13
Cetera Investment Advisers 13
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 13
Alpine Global Management, LLC 13
Nomura Holdings Inc 13
Geneos Wealth Management Inc. 13
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 13
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 13
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 13
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 13
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 13
Toronto Dominion Bank 13
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 13
OMERS ADMINISTRATION Corp 13
GAMMA Investing LLC 13
Alberta Investment Management Corp 13
PEAK6 Investments LLC 13
Campbell & CO Investment Adviser LLC 13
Assenagon Asset Management S.A. 13
Larson Financial Group LLC 13
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 13
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 13
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 13
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 13
First Manhattan Co 13
First Horizon Advisors, Inc. 13
Algert Global Llc 13
PDT Partners, LLC 13
Essex Investment Management Co Llc 13
Connor, Clark & Lunn Investment Management Ltd. 13
Martingale Asset Management L P 13
M&t Bank Corp 13
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 13
BlackRock Group LTD 13
Versant Capital Management, Inc 13
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 12
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 12
Zacks Investment Management 12
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 12
Loomis Sayles & Co L P 12
Asset Management One Co., Ltd. 12
Lord, Abbett & Co. Llc 12
Advanced Series Trust - Ast Small-cap Growth Portfolio 12
Healthcare Of Ontario Pension Plan Trust Fund 12
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 12
Brown Brothers Harriman & Co 12
New York State Teachers Retirement System 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 12
CIBC Private Wealth Group, LLC 12
State Farm Mutual Fund Trust 12
Janus Henderson Group Plc 12
Vanguard World Fund 12
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12
Rothschild Investment Llc 12
Belpointe Asset Management LLC 12
State Farm Variable Product Trust 12
Corebridge Financial, Inc. 12
Wipfli Financial Advisors Llc, 12
Wealthspire Advisors, L.P. 12
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 12
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 12
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 12
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 12
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 12
Arizona State Retirement System 12
Schroder Investment Management Group 12
Skopos Labs, Inc. 12
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 12
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 12
TCI Wealth Advisors, Inc. 12
Ronald Blue Trust, Inc. 12
Mutual Of America Capital Management Llc 12
Lindbrook Capital, Llc 12
Smartleaf Asset Management LLC 12
ClariVest Asset Management LLC 12
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 12
Amalgamated Financial Corp. 12
Nine Chapters Capital Management LLC 12
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 12
Graham Capital Management, L.P. 12
Brevan Howard Capital Management LP 12
NOSGX - Northern Funds - Northern Small Cap Value Fund 12
Harbour Investments, Inc. 12
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 12
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 12
Covestor Ltd 12
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 12
Canada Pension Plan Investment Board 12
DekaBank Deutsche Girozentrale 12
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 12
Petrus Trust Company, LTA 12
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 12
C M Bidwell & Associates Ltd 12
Howe & Rusling Inc 12
Rivernorth Capital Management, Llc 12
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 12
First Mercantile Trust Co 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 12
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 12
FNY Investment Advisers, LLC 12
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 12
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 12
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 12
Dupont Capital Management Corp 12
Occudo Quantitative Strategies Lp 12
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 12
United Services Automobile Association 12
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 11
Massmutual Trust Co Fsb/adv 11
Berman Capital Advisors, LLC 11
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 11
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 11
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 11
Advisors Asset Management, Inc. 11
Point72 (DIFC) Ltd 11
Oppenheimer Asset Management Inc. 11
Capital Performance Advisors Llp 11
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 11
Sowell Financial Services LLC 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 11
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 11
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 11
Coldstream Capital Management Inc 11
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 11
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 11
Voloridge Investment Management, Llc 11
Amundi 11
Atria Investments Llc 11
UMA Financial Services, Inc. 11
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 11
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 11
Vanguard Horizon Funds 11
Capital Fund Management S.a. 11
Grantham, Mayo, Van Otterloo & Co. LLC 11
MetLife Securities, Inc 11
Picton Mahoney Asset Management 11
MAI Capital Management 11
Private Trust Co Na 11
State of Tennessee, Treasury Department 11
Summit Global Investments 11
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 11
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 11
Clear Street Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 11
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 11
Robeco Institutional Asset Management B.V. 11
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 11
Whittier Trust Co 11
National Bank Of Canada /fi/ 11
Fortitude Family Office, LLC 11
Airain ltd 11
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 11
Chartwell Investment Partners, Llc 11
Spark Investment Management LLC 11
Baird Financial Group, Inc. 11
Stevens Capital Management Lp 11
Natixis 11
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 11
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 11
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 11
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 11
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 11
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 11
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 11
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 11
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 11
Numeric Investors Llc 11
True Wealth Design, LLC 11
NumerixS Investment Technologies Inc 11
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 11
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 11
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 11
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 11
Quest Partners LLC 11
Townsquare Capital Llc 11
Natixis Advisors, L.p. 11
Quantinno Capital Management LP 10
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 10
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 10
Raymond James Financial Services Advisors, Inc. 10
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 10
Proficio Capital Partners LLC 10
Eaton Vance Management 10
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 10
Quantamental Technologies LLC 10
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 10
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 10
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 10
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 10
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 10
Caxton Associates Lp 10
Cetera Advisor Networks LLC 10
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 10
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 10
EntryPoint Capital, LLC 10
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 10
Royce Value Trust Inc 10
Jane Street Holding, LLC 10
VDAFX - VALIC Co I - Dynamic Allocation Fund 10
Boston Partners 10
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 10
Calamos Advisors LLC 10
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 10
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 10
Manchester Capital Management LLC 10
Glazer Capital, Llc 10
Oregon Public Employees Retirement Fund 10
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 10
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 10
William Blair Investment Management, Llc 10
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 10
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
Tfs Capital Investment Trust 10
Bayesian Capital Management, LP 10
Patriot Financial Group Insurance Agency, LLC 10
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 10
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 10
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 10
Susquehanna Fundamental Investments, Llc 10
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 10
American Portfolios Advisors 10
Rivernorth Opportunities Fund, Inc. 10
Ellington Management Group Llc 10
AdvisorNet Financial, Inc 10
Versor Investments LP 10
RidgeWorth Capital Management LLC 10
Brinker Capital Investments, LLC 10
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 10
Relative Value Fund 10
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 10
Capstone Investment Advisors, Llc 10
Mml Investors Services, Llc 10
Kennedy Capital Management, Inc. 10
Cambridge Investment Research Advisors, Inc. 10
First Quadrant L P/ca 10
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 10
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 10
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 10
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 10
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 10
Shaolin Capital Management LLC 10
Hutchin Hill Capital, LP 10
First Hawaiian Bank 10
Nebula Research & Development LLC 10
PENN SERIES FUNDS INC - International Equity Fund 10
Sofos Investments, Inc. 10
Tiaa-cref Funds 10
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 10
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 10
Orion Portfolio Solutions, LLC 10
Thompson Davis & Co., Inc. 10
Vident Investment Advisory, LLC 10
Hartland & Co., LLC 10
Cullen/frost Bankers, Inc. 10
Glassman Wealth Services 10
Klp Kapitalforvaltning As 10
Oppenheimer Funds Inc 10
Dark Forest Capital Management Lp 10
Point72 Asia (Singapore) Pte. Ltd. 10
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 10
Neuberger Berman Group LLC 10
Stratos Wealth Partners, LTD. 10
Valeo Financial Advisors, LLC 10
Skandinaviska Enskilda Banken AB (publ) 10
Virginia Retirement Systems Et Al 10
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 10
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
Penserra Capital Management LLC 10
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 10
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 10
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 10
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 10
Guggenheim Active Allocation Fund 10
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 10
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 10
Teachers Retirement System Of The State Of Kentucky 10
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 10
Pacer Advisors, Inc. 10
BNP Paribas Asset Management Holding S.A. 10
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 10
Mercer Global Advisors Inc /adv 9
Zebra Capital Management LLC 9
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 9
Suntrust Banks Inc 9
RBB FUND, INC. - Adara Smaller Companies Fund 9
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 9
Employees Retirement System of Texas 9
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 9
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 9
Aviva Plc 9
Fuller & Thaler Asset Management, Inc. 9
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 9
First Republic Investment Management, Inc. 9
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 9
Eagle Asset Management Inc 9
Independent Portfolio Consultants, Inc. 9
FDx Advisors, Inc. 9
Jfs Wealth Advisors, Llc 9
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 9
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 9
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 9
Tocqueville Asset Management L.p. 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9
Point72 Middle East FZE 9
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 9
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 9
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 9
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 9
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 9
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 9
Sherbrooke Park Advisers Llc 9
Shell Asset Management Co 9
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 9
JustInvest LLC 9
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 9
Lsv Asset Management 9
Cadence Capital Management Llc 9
Cornerstone Capital Management Holdings Llc. 9
Rational Advisors Llc 9
Rice Hall James & Associates, Llc 9
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 9
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 9
Bogle Investment Management L P /de/ 9
Vantagepoint Funds 9
Benjamin F. Edwards & Company, Inc. 9
Ensign Peak Advisors, Inc 9
Thompson Siegel & Walmsley Llc 9
Aster Capital Management (DIFC) Ltd 9
Nomura Asset Management Co Ltd 9
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 9
Vestcor Inc 9
AHL Partners LLP 9
Handelsbanken Fonder AB 9
Riverhead Capital Management Llc 9
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 9
Toth Financial Advisory Corp 9
Aigen Investment Management, Lp 9
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 9
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 9
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 9
VTL Associates, LLC 9
SAC Capital Advisors LP 9
RSSL - Global X Funds - Global X Russell 2000 ETF 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 9
Credit Agricole S A 9
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 9
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 9
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 9
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 9
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 9
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 9
One Wealth Advisors, LLC 9
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 9
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 9
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 9
GIMFX - GMO TRUST - GMO Implementation Fund 9
Bell Investment Advisors, Inc 9
Regions Financial Corp 9
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 9
WFG Advisors, LP 9
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 9
Chicago Equity Partners Llc 9
NSGRX - Northern Funds - Northern Small Cap Core Fund 9
Altshuler Shaham Ltd 9
Stone Ridge Asset Management LLC 9
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 9
Ci Investments Inc. 9
We Are One Seven, LLC 9
Synovus Financial Corp 9
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 9
Diversified Trust Co 9
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 9
Candriam Luxembourg S.C.A. 9
Vanguard Explorer Fund 9
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 9
Weiss Multi-Strategy Advisers LLC 9
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
James Investment Research Inc 9
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 9
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 9
SRS Capital Advisors, Inc. 9
Weiss Asset Management LP 9
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 9
Lucus Advisors Llc 9
Eqis Capital Management, Inc. 9
Seizert Capital Partners, Llc 9
Periscope Capital Inc. 9
Clear Street Markets Llc 9
Convergence Investment Partners, LLC 9
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 9
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 9
Pathstone Holdings, LLC 9
Cornercap Investment Counsel Inc 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 9
Wedge Capital Management L L P/nc 9
FIL Ltd 9
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 9
NEXT Financial Group, Inc 8
Princeton Alpha Management LP 8
TimesSquare Capital Management, LLC 8
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 8
Hancock Whitney Corp 8
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 8
Element Capital Management Llc 8
LMR Partners LLP 8
Brandywine Global Investment Management, LLC 8
IndexIQ Advisors LLC 8
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 8
Mason Street Advisors, Llc 8
Wasatch Advisors Inc 8
Hemington Wealth Management 8
Enterprise Financial Services Corp 8
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 8
HAP Trading, LLC 8
Boston Private Wealth Llc 8
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 8
Segall Bryant & Hamill, Llc 8
Private Advisor Group, LLC 8
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 8
Public Sector Pension Investment Board 8
Van Eck Associates Corp 8
Hantz Financial Services, Inc. 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 8
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 8
Jefferies Financial Group Inc. 8
Yakira Capital Management, Inc. 8
Keebeck Alpha, LP 8
Innealta Capital, Llc 8
Brown Advisory Inc 8
Pictet Asset Management Holding SA 8
Gabelli Funds Llc 8
Invictus RG 8
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 8
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 8
Wolff Wiese Magana Llc 8
Centaurus Financial, Inc. 8
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 8
Cibc World Markets Corp 8
Harbor Capital Advisors, Inc. 8
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 8
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 8
Ameritas Advisory Services, LLC 8
Ritholtz Wealth Management 8
Smithfield Trust Co 8
TD Waterhouse Canada Inc. 8
FORA Capital, LLC 8
BRYN MAWR TRUST Co 8
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 8
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 8
Old Mutual Customised Solutions (proprietary) Ltd 8
National Asset Management, Inc. 8
Deere & Co 8
AMP Capital Investors Ltd 8
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 8
CIBC Asset Management Inc 8
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 8
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 8
Irish Life Investment Managers Ltd. 8
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 8
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 8
Headlands Technologies LLC 8
Stoneridge Investment Partners Llc 8
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 8
Bowling Portfolio Management LLC 8
Humankind Benefit Corp - Humankind US Stock ETF 8
APG Asset Management N.V. 8
CoreCap Advisors, LLC 8
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 8
Ameritas Investment Corp 8
Amundi Pioneer Asset Management Inc 8
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 8
Cornerstone Planning Group LLC 8
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 8
Municipal Employees' Retirement System of Michigan 8
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 8
Rehmann Capital Advisory Group 8
FinTrust Capital Advisors, LLC 8
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 8
Private Capital Group, LLC 8
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 8
Stephens Consulting, LLC 8
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 8
PineBridge Investments, L.P. 8
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 8
Westpac Banking Corp 8
Css Llc/il 8
CI Private Wealth, LLC 8
Venturi Wealth Management, LLC 8
Profunds - Profund Vp Oil & Gas 8
Linden Advisors Lp 8
Retirement Systems of Alabama 8
Kestra Advisory Services, LLC 8
Wealth Enhancement Advisory Services, Llc 8
Old Mission Capital Llc 8
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 8
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 8
Farmers & Merchants Investments Inc 8
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 8
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 8
State of New Jersey Common Pension Fund D 8
Catalyst Capital Advisors LLC 8
Navellier & Associates Inc 8
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 8
Laurion Capital Management LP 8
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 8
Rydex Etf Trust 8
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 8
Oberweis Asset Management Inc/ 8
State of Alaska, Department of Revenue 8
Sandy Spring Bank 8
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 8
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 8
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 8
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 8
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 8
Creative Financial Designs Inc /adv 8
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 8
Alps Advisors Inc 8
Advisory Research Inc 8
Sunbelt Securities, Inc. 8
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 8
K2 Principal Fund, L.p. 8
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 8
Winslow, Evans & Crocker, Inc. 8
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 8
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 8
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 8
Gemmer Asset Management LLC 8
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 8
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 8
Ajo, Lp 8
Cresset Asset Management, LLC 8
Karp Capital Management Corp 8
Pier Capital, LLC 8
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 8
Umb Bank N A/mo 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 8
FLDFX - Meeder Funds - BALANCED FUND Retail Class 8
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 8
Texas Permanent School Fund 7
Dynamic Technology Lab Pte Ltd 7
Oppenheimer Etf Trust 7
Hussman Strategic Advisors, Inc. 7
Yorktown Management & Research Co Inc 7
Moneta Group Investment Advisors Llc 7
CIBC World Markets Inc. 7
Plante Moran Financial Advisors, LLC 7
Cornerstone Advisors, Inc. 7
Scientech Research LLC 7
FourThought Financial, LLC 7
CenterStar Fund, LLC 7
Pnc Funds 7
Bartlett & Co. Wealth Management Llc 7
Schubert & Co 7
Mather Group, Llc. 7
Yousif Capital Management, Llc 7
Grandeur Peak Global Advisors, LLC 7
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 7
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 7
Twin Peaks Wealth Advisors, LLC 7
NewSquare Capital LLC 7
Financial Gravity Companies, Inc. 7
Pinnacle Wealth Planning Services, Inc. 7
Vident Advisory, LLC 7
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 7
Envestnet Portfolio Solutions, Inc. 7
Rise Advisors, LLC 7
Kornitzer Capital Management Inc /ks 7
Great Lakes Advisors, Llc 7
Bokf, Na 7
Alambic Investment Management, L.P. 7
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 7
Mizuho Securities Usa Llc 7
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 7
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 7
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 7
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 7
Pathstone Family Office, Llc 7
Numerai GP LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 7
Mckinley Capital Management Llc /delaware 7
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 7
USA Financial Portformulas Corp 7
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 7
Piermont Capital Management LLC 7
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 7
Paradigm Asset Management Co Llc 7
Prudential Plc 7
Bank Of Nova Scotia 7
Johnson Financial Group, Inc. 7
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
GAM Holding AG 7
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 7
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 7
Alyeska Investment Group, L.P. 7
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 7
Smith Asset Management Group Lp 7
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 7
Qs Batterymarch Financial Management, Inc 7
Shepherd Kaplan Krochuk, Llc 7
HighPoint Advisor Group LLC 7
Archford Capital Strategies, LLC 7
Capital Advisors, Ltd. LLC 7
Profund Advisors Llc 7
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 7
Royce Micro-cap Trust, Inc /md/ 7
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 7
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 7
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 7
GV Financial Advisors 7
Prospera Financial Services Inc 7
Old Mutual Global Investors (UK) Ltd. 7
Avantax Planning Partners, Inc. 7
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 7
Owl Creek Asset Management, L.P. 7
Aristides Capital LLC 7
Mackay Shields Llc 7
Jennison Associates Llc 7
Cerity Partners LLC 7
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 7
Stephens Inc /ar/ 7
Meadow Creek Investment Management LLC 7
Intrinsic Edge Capital Management LLC 7
Pitcairn Co 7
Cigna Investments Inc /new 7
Invictus RG Pte. Ltd. 7
LS Investment Advisors, LLC 7
Sumitomo Mitsui Trust Holdings, Inc. 7
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 7
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 7
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 7
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 7
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 7
SG Capital Management LLC 7
Crossmark Global Holdings, Inc. 7
Csenge Advisory Group 7
General Motors Investment Management Corp 7
CAPROCK Group, Inc. 7
CENTRAL TRUST Co 7
Assured Investment Management LLC 7
Td Asset Management Inc 7
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 7
ETRADE Capital Management LLC 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 7
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 7
Moors & Cabot, Inc. 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 7
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 7
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 7
Monashee Investment Management LLC 7
NN Investment Partners Holdings N.V. 7
Baker Avenue Asset Management, LP 7
361 Capital Llc 7
Ieq Capital, Llc 7
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 7
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 7
Calvert Investment Management, Inc. 7
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 7
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 7
Bartlett & Co. LLC 7
Kayne Anderson Rudnick Investment Management Llc 7
Denali Advisors Llc 7
Avion Wealth 7
Arkadios Wealth Advisors 7
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 7
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 7
Fisher Asset Management, LLC 7
Fiera Capital Corp 7
Capstone Asset Management Co 7
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 7
Northern Trust Co Of Connecticut 7
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 7
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 7
Twin Tree Management, LP 7
Prestige Wealth Management Group LLC 7
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 7
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 7
Sculptor Capital LP 7
United Capital Financial Advisers, Llc 7
Financial Management Professionals, Inc. 7
WPG Advisers, LLC 7
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 7
Pensionmark Financial Group, Llc 7
Toroso Investments, LLC 7
Atom Investors LP 7
Universal- Beteiligungs- und Servicegesellschaft mbH 7
Colony Group Llc 7
Weld Capital Management Llc 7
International Assets Investment Management, Llc 7
Avantax Advisory Services, Inc. 7
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
Zions Bancorporation, N.A. 7
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 7
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 7
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 7
Duality Advisers, Lp 7
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 7
Blueshift Asset Management, LLC 7
1832 Asset Management L.P. 7
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
Jain Global LLC 7
Menta Capital Llc 7
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 7
R Squared Ltd 7
Ellevest, Inc. 7
Hexagon Capital Partners LLC 7
Castleark Management Llc 7
Louisiana State Employees Retirement System 7
Brinker Capital Inc 7
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 7
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 7
Sanctuary Advisors, LLC 7
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 7
QCVAX - Clearwater Investment Trust - Clearwater International Fund 7
EAM Global Investors LLC 7
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 7
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 7
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 7
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 7
Spire Wealth Management 7
Guardian Wealth Advisors, LLC 7
Optiver Holding B.V. 7
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 7
Axq Capital, Lp 6
Golden State Wealth Management, LLC 6
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 6
Global Financial Private Client, LLC 6
Inceptionr Llc 6
Fox Run Management, L.l.c. 6
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 6
Sciencast Management LP 6
BI Asset Management Fondsmaeglerselskab A/S 6
Park Place Capital Corp 6
Axiom International Investors Llc /de 6
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 6
GeoWealth Management, LLC 6
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 6
Jupiter Asset Management Ltd 6
Sawgrass Asset Management Llc 6
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 6
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 6
Contravisory Investment Management, Inc. 6
Procyon Private Wealth Partners, LLC 6
Xponance, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 6
Kingsview Wealth Management, LLC 6
Perritt Capital Management Inc 6
New York Life Investment Management Llc 6
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 6
Opal Wealth Advisors, LLC 6
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 6
Copeland Capital Management, LLC 6
SpiderRock Trading LLC 6
Ashton Thomas Private Wealth, LLC 6
Westfield Capital Management Co Lp 6
Mirabella Financial Services Llp 6
Cvi Holdings, Llc 6
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 6
Congress Asset Management Co /ma 6
Wbi Investments, Inc. 6
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 6
Placemark Investments, Inc. 6
Mitsubishi UFJ Trust & Banking Corp 6
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 6
Baystate Wealth Management LLC 6
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 6
Securian Asset Management, Inc 6
Berkley W R Corp 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
IMA Wealth, Inc. 6
Ubs Oconnor Llc 6
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 6
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 6
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 6
Balentine LLC 6
RMB Capital Management, LLC 6
Frazier Financial Advisors, LLC 6
Cambridge Trust Co 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
Castle Creek Arbitrage, LLC 6
Almanack Investment Partners, LLC. 6
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
Spot Trading L.L.C 6
Old National Bancorp /in/ 6
Seven Eight Capital, Lp 6
Columbia Wanger Asset Management Llc 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 6
Pictet Asset Management Ltd 6
Empowered Funds, LLC 6
Maryland State Retirement & Pension System 6
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 6
FineMark National Bank & Trust 6
Resources Investment Advisors, LLC. 6
Financial Architects, Inc 6
Cowen And Company, Llc 6
Isthmus Partners, Llc 6
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 6
Bailard, Inc. 6
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 6
Liberty Mutual Group Asset Management Inc. 6
Venture Visionary Partners LLC 6
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 6
BFOR - ALPS ETF Trust - Barron's 400 ETF 6
Johnson Investment Counsel Inc 6
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 6
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 6
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 6
Summit Trail Advisors, Llc 6
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 6
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 6
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 6
Claris Advisors, Llc / Mo / 6
Fred Alger Management, Llc 6
Rothschild Asset Management Inc 6
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 6
Savant Capital, LLC 6
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 6
Steward Financial Group LLC 6
DiNuzzo Private Wealth, Inc. 6
Granite Investment Partners, LLC 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
Semanteon Capital Management, LP 6
Bb&t Securities, Llc 6
CWM Advisors, LLC 6
Catalyst Funds Management Pty Ltd 6
Elkfork Partners LLC 6
Erste Asset Management GmbH 6
JNBA Financial Advisors 6
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 6
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 6
Clinton Group Inc 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
Bridgewater Associates, LP 6
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 6
SJS Investment Consulting Inc. 6
Snowden Capital Advisors LLC 6
Hotchkis & Wiley Capital Management Llc 6
Hartford Mutual Funds Inc/ct 6
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
Oppenheimer & Co Inc 6
Fieldpoint Private Securities, LLC 6
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
Water Island Capital Llc 6
TENOR CAPITAL MANAGEMENT Co., L.P. 6
Ramsey Quantitative Systems 6
Delpha Capital Management, Llc 6
Shelton Capital Management 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 6
BlackRock Japan Co. Ltd 6
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 6
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 6
Capital Guardian Trust Co 6
Rialto Wealth Management, LLC 6
AE Wealth Management LLC 6
Sequoia Financial Advisors, LLC 6
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 6
Koch Industries Inc 6
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
ORG Partners LLC 6
Integrated Quantitative Investments LLC 6
Ontario Teachers Pension Plan Board 6
Keybank National Association/oh 6
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 6
Atria Wealth Solutions, Inc. 6
IHT Wealth Management, LLC 6
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 6
GABELLI & Co INVESTMENT ADVISERS, INC. 6
Entropy Technologies, LP 6
Renaissance Group Llc 6
Azzad Asset Management Inc /adv 6
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 6
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 6
Shay Capital LLC 6
Bay Harbor Wealth Management, LLC 6
Advanced Series Trust - Ast Small-cap Value Portfolio 6
Sit Investment Associates Inc 6
Counterpoint Mutual Funds LLC 6
Systematic Financial Management Lp 6
Edgestream Partners, L.P. 6
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 6
Nicholas Company, Inc. 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
BBT Capital Management, LLC 6
Evercore Wealth Management, LLC 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 6
Man Investments Ltd 6
SECOR Capital Advisors, LP 6
Hm Payson & Co 6
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 6
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 6
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 6
Clark Capital Management Group, Inc. 6
Money Concepts Capital Corp 6
Dorsey Wright & Associates 6
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 6
Hoxton Financial, Inc. 6
Tompkins Financial Corp 6
Stanley-Laman Group, Ltd. 6
Front Row Advisors LLC 6
Colonial Trust Co / SC 6
GW&K Investment Management, LLC 6
Alpha Windward Llc 6
LRI Investments, LLC 6
Linden Thomas Advisory Services, LLC 6
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 6
Disciplined Investments, LLC 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
SOUTH STATE Corp 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 6
Coe Capital Management, LLC 6
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 6
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 6
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6
Punch & Associates Investment Management, Inc. 6
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 6
Bb&t Investment Services, Inc. 6
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 6
Financial Network Wealth Advisors LLC 6
People's United Financial, Inc. 6
Ziegler Capital Management, LLC 6
Hanseatic Management Services Inc 6
Exos Asset Management LLC 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 6
Commonwealth Bank Of Australia 6
Forum Funds 6
Interchange Capital Partners, LLC 6
Concord Wealth Partners 6
Palisade Capital Management Llc/nj 5
Davidson Kempner Capital Management Lp 5
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 5
Capital Asset Advisory Services LLC 5
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 5
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5
Gladius Capital Management LP 5
Advisors Preferred, LLC 5
Columbus Circle Investors 5
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 5
Sandler Capital Management 5
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 5
BDO Wealth Advisors, LLC 5
Integrated Wealth Management 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
Barrow Hanley Mewhinney & Strauss Llc 5
HGC Investment Management Inc. 5
Gradient Investments LLC 5
Weaver C. Barksdale & Associates, Inc. 5
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 5
Fort, L.p. 5
Caisse De Depot Et Placement Du Quebec 5
Cornerstone Investment Partners, LLC 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
Saba Capital Management, L.P. 5
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 5
Bogart Wealth, LLC 5
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 5
Veritable, L.P. 5
Checchi Capital Advisers, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 5
Cookson Peirce & Co Inc 5
Wesbanco Bank Inc 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
Atlantic Union Bankshares Corp 5
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 5
683 Capital Management, LLC 5
APBAX - Cavanal Hill Funds - Active Core Fund Investor 5
Wealthcare Advisory Partners LLC 5
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 5
State Of Michigan Retirement System 5
Northwestern Mutual Investment Management Company, Llc 5
Cerebellum GP, LLC 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
Whittier Trust Co Of Nevada Inc 5
Opus Capital Group, LLC 5
Regentatlantic Capital Llc 5
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 5
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 5
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 5
Analytic Investors, LLC 5
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 5
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 5
Waddell & Reed Financial Inc 5
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 5
Ionic Capital Management LLC 5
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 5
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 5
RK Capital Management, LLC 5
Absolute Return Capital, LLC 5
nVerses Capital, LLC 5
Vertex One Asset Management Inc. 5
First Citizens Bank & Trust Co 5
Claymore Exchange-traded Fund Trust 5
Salem Investment Counselors Inc 5
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 5
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 5
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 5
CPSIX - Unified Series Trust - Fci Bond Fund 5
Earnest Partners Llc 5
Premier Fund Managers Ltd 5
Newbridge Financial Services Group, Inc. 5
Monarch Partners Asset Management LLC 5
Moody National Bank Trust Division 5
Index Management Solutions, LLC 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
Washington Trust Bank 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 5
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 5
Citizens Financial Group Inc/ri 5
Matarin Capital Management, LLC 5
Wall Street Associates 5
Commerce Bank 5
Stephens Investment Management Group LLC 5
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 5
TrimTabs Asset Management, LLC 5
Illinois Municipal Retirement Fund 5
Friess Associates Llc 5
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 5
Cantab Capital Partners LLP 5
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
Boston Advisors Llc 5
Visium Asset Management, LP 5
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 5
Anson Funds Management LP 5
Freestone Capital Holdings, LLC 5
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 5
Hollencrest Capital Management 5
Evoke Wealth, Llc 5
Gyon Technologies Capital Management, LP 5
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 5
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 5
Ethic Inc. 5
Campbell Multi-strategy Trust 5
Creekmur Asset Management LLC 5
Twinbeech Capital Lp 5
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 5
Dakota Wealth Management 5
CVA Family Office, LLC 5
Signet Financial Management, Llc 5
Sanctuary Wealth Advisors, LLC 5
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 5
Carroll Financial Associates, Inc. 5
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 5
Usaa Etf Trust 5
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 5
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 5
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 5
Thb Asset Management 5
Tuttle Tactical Management LLC 5
Quantitative Systematic Strategies LLC 5
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 5
Raymond James Trust N.a. 5
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 5
Falcon Point Capital, Llc 5
Advisor Resource Council 5
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 5
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 5
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 5
Next Financial Holdings 5
Wcm Investment Management, Llc 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 5
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5
Brookstone Capital Management 5
Daiwa Securities Group Inc. 5
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 5
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 5
Lmcg Investments, Llc 5
Deerfield Management Company, L.p. (series C) 5
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 5
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 5
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 5
Tortoise Investment Management, LLC 5
Kore Private Wealth LLC 5
FNY Managed Accounts LLC 5
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 5
Foresters Investment Management Company, Inc. 5
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 5
Advisor Partners Ii, Llc 5
HighVista Strategies LLC 5
Caxton Associates Llp 5
HFM Investment Advisors, LLC 5
Forsta Ap-fonden 5
Hartford Investment Management Co 5
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 5
EBI - RBB Fund Trust - Longview Advantage ETF 5
Lombard Odier Asset Management (USA) Corp 5
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 5
Silvercrest Asset Management Group Llc 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 5
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 5
STXK - EA Series Trust - Strive Small-Cap ETF 5
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 5
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
Ing Groep Nv 5
EULAV Asset Management 5
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 5
Tucker Asset Management Llc 5
Park Square Financial Group, LLC 5
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 5
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 5
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 5
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
Freestone Grove Partners LP 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 5
Bryn Mawr Capital Management Inc 5
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 5
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 5
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 5
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 5
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 5
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 5
Beacon Capital Management, LLC 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
Peak6 Llc 5
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 5
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 5
Liberty All Star Growth Fund Inc. 5
Integrated Wealth Concepts LLC 5
Tcwp Llc 5
World Asset Management Inc 5
Associated Banc-corp 5
Seacrest Wealth Management, Llc 5
Next Capital Management LLC 5
Arabesque Asset Management Ltd 5
Alphacrest Capital Management Llc 5
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Janus Capital Management Llc 5
Itau Unibanco Holding S.A. 5
Hughes Financial Services, LLC 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 5
Crewe Advisors LLC 5
Parkworth Wealth Management, Inc. 5
Janney Capital Management LLC 5
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 5
Cary Street Partner Investment Advisory Llc 5
Redwood Investment Management, Llc 5
Wiley Bros.-aintree Capital, Llc 5
Nbc Securities, Inc. 5
Norden Group Llc 5
Sutton Wealth Advisors Inc. 5
Qrg Capital Management, Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 5
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 5
Capital Analysts, Inc. 5
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 5
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
Nachman Norwood & Parrott, Inc 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 5
Bruce G. Allen Investments, LLC 5
River & Mercantile Asset Management Llp 5
CenterBook Partners LP 5
B. Metzler seel. Sohn & Co. AG 5
Cordant, Inc. 5
Jaffetilchin Investment Partners, LLC 5
Advisor Partners Llc 5
Holocene Advisors, LP 5
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 5
Vigilant Capital Management, LLC 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
Sound Income Strategies, LLC 5
NewEdge Wealth, LLC 5
Wakefield Asset Management LLLP 5
Financial Advocates Investment Management 5
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 5
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 5
Congress Wealth Management LLC / DE / 5
Capital World Investors 5
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 5
Private Wealth Management Group, LLC 5
Nicholas Investment Partners, LP 5
Lisanti Capital Growth, LLC 5
Vanguard Whitehall Funds 5
Westwood Holdings Group Inc 5
Highstreet Asset Management Inc. 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
Kestra Investment Management, LLC 5
Truvestments Capital Llc 5
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 5
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 5
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 5
Northwest & Ethical Investments L.P. 5
Bridgefront Capital, LLC 5
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 5
Td Private Client Wealth Llc 5
Pictet Asset Management Sa 5
Mv Capital Management, Inc. 5
WR Wealth Planners, LLC 5
Atlanta Capital Management Co L L C 5
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 5
Pinnacle Associates Ltd 5
Utah Retirement Systems 5
Bamco Inc /ny/ 5
Glen Harbor Capital Management LLC 5
Maverick Capital Ltd 5
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 5
Moisand Fitzgerald Tamayo, LLC 5
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 5
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 5
Chicago Partners Investment Group LLC 5
Frontier Capital Management Co Llc 5
South Dakota Investment Council 5
Maven Securities LTD 5
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 5
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 5
Harvest Fund Management Co., Ltd 5
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 5
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 5
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 5
JJJ Advisors Inc. 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
River Road Asset Management, LLC 5
Everence Capital Management Inc 5
MARSHALL WACE ASIA Ltd 5
Valley National Advisers Inc 5
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 5
Flagship Harbor Advisors, Llc 5
Chevy Chase Trust Holdings, Inc. 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
Northwest Investment Counselors, Llc 4
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 4
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
Lincoln National Corp 4
Eagle Bay Advisors LLC 4
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 4
Optimum Investment Advisors 4
Brewin Dolphin Ltd 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
Cannon Global Investment Management, LLC 4
Qtron Investments LLC 4
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 4
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 4
Parametrica Management Ltd 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
EHLS - Tidal Trust II - Even Herd Long Short ETF 4
ArrowMark Colorado Holdings LLC 4
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 4
Sonora Investment Management, LLC 4
K.J. Harrison & Partners Inc 4
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 4
VCSVX - VALIC Co II - Small Cap Value Fund 4
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 4
Elk Creek Partners, LLC 4
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 4
Clearbridge Investments, LLC 4
Cynosure Management, Llc 4
BRC Investment Management LLC 4
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
MUFG Securities EMEA plc 4
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 4
Foundry Partners, LLC 4
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 4
Ophir Asset Management Pty Ltd 4
Vantage Consulting Group Inc 4
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 4
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 4
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
Pioneer Floating Rate Trust 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
Gamco Investors, Inc. Et Al 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
Sigma Planning Corp 4
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 4
Societe Generale 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 4
Cromwell Holdings LLC 4
Horizon Investment Services, LLC 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
Polen Capital Management Llc 4
Radcliffe Capital Management, L.P. 4
Angelo Gordon & Co., L.p. 4
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 4
Winton Diversified Opportunities Fund 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 4
111 Capital 4
Kilter Group LLC 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 4
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
New Mexico Educational Retirement Board 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 4
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 4
Oakbrook Investments Llc 4
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 4
Mason Street Advisors, Llc 4
Avestar Capital, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 4
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 4
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 4
Alera Investment Advisors, LLC 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 4
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 4
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
Agf Investments Inc. 4
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 4
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
Natixis Investment Managers International 4
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 4
Usa Mutuals Advisors, Inc. 4
Triasima Portfolio Management inc. 4
Groupe la Francaise 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 4
Ashton Thomas Securities, Llc 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 4
Bayforest Capital Ltd 4
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 4
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 4
CX Institutional 4
Mycio Wealth Partners, Llc 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
RBF Capital, LLC 4
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 4
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 4
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4
BBVA USA Bancshares, Inc. 4
Bahl & Gaynor Inc 4
Heritage Wealth Management, Llc 4
Trust Co Of Vermont 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 4
Strategic Global Advisors, LLC 4
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 4
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 4
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 4
Signal Advisors Wealth, LLC 4
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 4
Oakworth Capital, Inc. 4
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 4
Solstein Capital, LLC 4
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 4
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 4
Rossby Financial, LCC 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
Symphony Asset Management Llc 4
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 4
Forward Management, LLC 4
Edmond De Rothschild Holding S.a. 4
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 4
Neuburgh Advisers LLC 4
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 4
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 4
Beacon Capital Management, Inc. 4
Polymer Capital Management (US) LLC 4
Harbor Investment Advisory, Llc 4
Pacific Ridge Capital Partners, LLC 4
NorthCoast Asset Management LLC 4
Skyline Asset Management Lp 4
Perpetual Ltd 4
GHP Investment Advisors, Inc. 4
Argent Capital Management Llc 4
Resona Asset Management Co.,Ltd. 4
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
Fortaleza Asset Management Inc/ 4
Underlying Funds Trust 4
Aptus Capital Advisors, LLC 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 4
Harel Insurance Investments & Financial Services Ltd. 4
Emerald Advisers, Llc 4
Claraphi Advisory Network, LLC 4
Buckingham Strategic Wealth, Llc 4
Bryce Point Capital, LLC 4
Tyers Asset Management LLC 4
Susquehanna Portfolio Strategies, LLC 4
Hatteras Funds, LLC 4
Riverview Trust Co 4
Capital International Inc /ca/ 4
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 4
Nuveen S&p 500 Dynamic Overwrite Fund 4
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
Blackrock Floating Rate Income Trust 4
Evergreen Capital Management Llc 4
GPMCX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Micro Cap Fund Institutional Class 4
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 4
Portside Wealth Group, LLC 4
Wilmington Funds Management Corp 4
Cape Investment Advisory, Inc. 4
Knight Capital Group, Inc. 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
Curian Capital Llc 4
Virtus Investment Advisers, Inc. 4
1st Global Advisors, Inc. 4
Tibra Equities Europe Ltd 4
Pearl River Capital, LLC 4
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 4
Teza Capital Management LLC 4
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 4
Equitec Specialists, Llc 4
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 4
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 4
Ruggie Capital Group 4
Tsfg, Llc 4
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 4
Emerald Mutual Fund Advisers Trust 4
Kb Financial Partners, Llc 4
VCSMX - VALIC Co I - Small Cap Fund 4
Clear Harbor Asset Management, LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
Wetherby Asset Management Inc 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
Twin Capital Management Inc 4
Massachusetts Financial Services Co /ma/ 4
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 4
Quent Capital, LLC 4
Simplicity Wealth,LLC 4
Commerzbank Aktiengesellschaft /fi 4
YorkBridge Wealth Partners, LLC 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
Sierra Ocean, Llc 4
Mascoma Wealth Management LLC 4
Burney Co/ 4
Koshinski Asset Management, Inc. 4
ACK Asset Management LLC 4
Agf Management Ltd 4
WealthCollab, LLC 4
First Capital Advisors Group, LLC. 4
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 4
Transamerica Financial Advisors, Inc. 4
Stonebridge Capital Advisors LLC 4
Anchor Capital Advisors Llc 4
Raleigh Capital Management Inc. 4
Icon Wealth Partners, LLC 4
Unigestion Holding SA 4
Fernwood Investment Management, LLC 4
Karpus Management, Inc. 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 4
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 4
Alphasimplex Group, Llc 4
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 4
Corton Capital Inc. 4
J.Safra Asset Management Corp 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
Harbor Advisors LLC 4
AlphaMark Advisors, LLC 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
Andra AP-fonden 4
Barings Llc 4
MYDA Advisors LLC 4
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 4
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 4
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 4
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 4
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 4
Fifth Lane Capital, Lp 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
Anchor Investment Management, LLC 4
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 4
Moloney Securities Asset Management, LLC 4
Highland Capital Management Fund Advisors, L.p. 4
TFC Financial Management 4
Reilly Financial Advisors, Llc 4
Investment Counselors Of Maryland Llc 4
MQS Management LLC 4
Lee Financial Co 4
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
Caption Management, LLC 4
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 4
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 4
Paces Ferry Wealth Advisors, Llc 4
Beryl Capital Management LLC 4
Mangrove Partners 4
Legacy Advisors, LLC 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
Motco 4
Certified Advisory Corp 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 4
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 4
Prescott Group Capital Management, L.l.c. 4
Profunds - Profund Vp Small-cap Value 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 4
BNP Paribas Investment Partners S.A. 4
Global X Management CO LLC 4
Park Avenue Securities Llc 4
J. Goldman & Co LP 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
Oppenheimer Quest For Value Funds 4
Delaware Enhanced Global Dividend & Income Fund 4
McIlrath & Eck, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
Westside Investment Management, Inc. 4
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 4
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 4
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 4
Wealthfront Inc 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
Echo Street Capital Management LLC 4
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 4
Voya Prime Rate Trust 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 4
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 4
Grove Bank & Trust 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 4
Quantitative Investment Management, LLC 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
Tiverton Asset Management Llc 4
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 4
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 4
EverPoint Asset Management, LLC 4
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 4
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 4
Saturna Capital CORP 4
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 4
Adage Capital Partners Gp, L.l.c. 4
Spring Creek Capital Llc 4
Tfo-tdc, Llc 4
Pinz Capital Management, LP 4
Lloyd Advisory Services, LLC. 4
Continuum Advisory, LLC 4
Rathbone Brothers plc 4
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
Hays Advisory Llc 4
B. Metzler seel. Sohn & Co. Holding AG 4
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 4
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 4
Genesee Valley Trust Co 4
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 4
Hilton Capital Management, LLC 4
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 4
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 4
Kepos Capital LP 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
Vaughan Nelson Investment Management, L.p. 4
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 4
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 4
Hennion & Walsh Asset Management, Inc. 4
E. Ohman J:or Asset Management AB 4
Capital Research Global Investors 4
Woodline Partners LP 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
Pine River Capital Management L.P. 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 4
Whitebox Advisors Llc 4
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 4
Lenox Wealth Advisors, LLC 4
Wealthcare Capital Management Llc 4
Baird Robert W & Co Inc /wi/ 4
Impax Asset Management Group plc 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
Dean Investment Associates, Llc 4
Voya Senior Income Fund 4
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 4
MCF Advisors LLC 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
Meridian Wealth Partners, LLC 4
Atw Spac Management Llc 4
Etf Managers Group, Llc 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
Manatuck Hill Partners, LLC 4
Advance Capital I Inc 4
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 4
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 4
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 4
Yarbrough Capital, LLC 4
Highline Wealth Partners Llc 4
HBK Sorce Advisory LLC 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 4
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 4
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 4
Clark Estates Inc/ny 4
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 4
Rotella Capital Management, Inc. 4
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 4
Riverwater Partners LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 4
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 4
S&t Bank/pa 4
Banco de Sabadell, S.A 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
Warren Averett Asset Management, LLC 4
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 4
First Personal Financial Services 4
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 4
Argent Trust Co 4
Artemis Investment Management LLP 4
Tarbox Family Office, Inc. 4
TradeLink Capital LLC 4
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 4
Basso Capital Management, L.p. 4
Vulcan Value Partners, LLC 4
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 4
Capital International Investors 4
Benjamin Edwards Inc 4
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 4
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 4
Net Worth Advisory Group 4
Third Avenue Management Llc 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 4
Vestmark Advisory Solutions, Inc. 4
Blackrock Debt Strategies Fund, Inc. 4
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 4
Timber Hill LLC 4
Harvest Group Wealth Management, Llc 4
Oaktree Capital Management Lp 4
Blackrock Floating Rate Income Strategies Fund, Inc. 4
SYSTM Wealth Solutions LLC 4
LGT Financial Advisors LLC 4
CSat Investment Advisory, L.P. 4
Sachetta, LLC 4
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 4
Kula Investments, LLC 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
Mesirow Financial Investment Management, Inc. 4
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 4
Gq Asset Management, Llc 4
First Financial Corp /in/ 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
AlphaOne Investment Services, LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 4
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 4
Comerica Securities,inc. 4
Flinton Capital Management LLC 4
Symmetry Partners, LLC 4
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 4
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 4
Compagnie Lombard Odier SCmA 4
Prime Capital Investment Advisors, LLC 4
West Tower Group, LLC 4
Legacy Wealth Asset Management, LLC 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 4
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 4
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 4
Kcg Americas Llc 4
Profunds - Profund Vp Small-cap Growth 4
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 4
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 4
VitalStone Financial, LLC 4
Ativo Capital Management LLC 4
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
Sei Trust Co 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 4
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 4
Rsm Us Wealth Management Llc 4
Royal London Asset Management Ltd 4
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 4
tru Independence LLC 4
North Star Investment Management Corp. 4
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 4
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 4
Glenmede Investment Management, LP 4
Flow Traders U.s. Llc 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
Conestoga Capital Advisors, LLC 4
Strategic Wealth Partners, Ltd. 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 4
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4
Gallacher Capital Management LLC 4
Hartford Series Fund Inc 4
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 4
Liberty Wealth Management Llc 4
Veriti Management LLC 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
Woodmont Investment Counsel Llc 4
City Holding Co 3
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 3
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
Confluence Investment Management Llc 3
National Planning Corp 3
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 3
Warberg Asset Management LLC 3
Three Corner Global Investors LP 3
Millrace Asset Group, Inc. 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
Turner Investments, L.p. 3
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
Segantii Capital Management Ltd 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Crawford Investment Counsel Inc 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 3
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
Fiduciary Trust Co 3
Asher Enterprises Inc 3
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 3
Beaconlight Capital, Llc 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
Profunds - Profund Vp Mid-cap Value 3
Profunds - Profund Vp Mid-cap Growth 3
Profunds - Profund Vp Ultramid-cap 3
Profunds - Profund Vp Industrials 3
Gupta Wealth Management LLC 3
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 3
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 3
Clearbridge, Llc 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 3
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 3
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 3
Chilton Investment Co Llc 3
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 3
Sapphire Star Partners LP 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
Junto Capital Management LP 3
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3
Kovitz Investment Group Partners, LLC 3
Lombard Odier Asset Management (Switzerland) SA 3
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 3
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 3
Intrepid Capital Management Inc 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
Naya Capital Management Uk Ltd 3
Rocky Mountain Advisers, Llc 3
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 3
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
Stifel Nicolaus & Co Inc \mo\ 3
JS Capital Management LLC 3
Gerstein Fisher 3
First National Bank Of Omaha 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
Ibex Investors LLC 3
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 3
Gardner Lewis Asset Management L P 3
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 3
Dubuque Bank & Trust Co 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
Thomas White International Ltd 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
Institutional & Family Asset Management, Llc 3
NatWest Group plc 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 3
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 3
Schonfeld Group Holdings LLC 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
Guardian Capital Lp 3
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 3
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
Brant Point Investment Management Llc 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
Mill Road Capital Management LLC 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
BerganKDV Wealth Management, LLC 3
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
Moody Aldrich Partners Llc 3
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 3
Santa Fe Partners LLC 3
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 3
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 3
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 3
Perimeter Capital Partners, LLC 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 3
Taconic Capital Advisors LP 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
Cable Hill Partners, LLC 3
Greenleaf Trust 3
Jackson, Grant Investment Advisers, Inc. 3
Harwood Advisory Group, LLC 3
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 3
Delphi Private Advisors LLC 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
Formula Growth Ltd 3
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
Elite Wealth Management, Inc. 3
Peregrine Capital Management Llc 3
Ibex Wealth Advisors 3
Jacobi Capital Management LLC 3
Xact Kapitalforvaltning AB 3
StoneX Group Inc. 3
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 3
Simon Quick Advisors, Llc 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 3
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 3
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 3
Teton Westwood Funds 3
First Command Bank 3
First Command Financial Services, Inc. 3
AGF Investments LLC 3
Zeke Capital Advisors, Llc 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
Horizon Investments, LLC 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
Stone House Investment Management, LLC 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
FNY Partners Fund LP 3
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
Bernzott Capital Advisors 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
Capital Investment Advisory Services, LLC 3
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 3
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 3
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 3
Gluskin Sheff & Assoc Inc 3
Meridian Wealth Management, LLC 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
Virtus Alternative Investment Advisers, Inc. 3
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 3
Ifrah Financial Services, Inc. 3
Level Four Advisory Services, Llc 3
R&F Capital Advisors LP 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
Savior LLC 3
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 3
Worth Venture Partners, LLC 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3
Advantage Investment Management, Llc 3
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 3
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 3
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 3
Heritage Wealth Advisors 3
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
Israel Discount Bank of New York 3
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio 3
Lido Advisors, LLC 3
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 3
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
Atlantic Trust, LLC 3
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
Intercontinental Wealth Advisors, LLC 3
Pendal Group Ltd 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
Burgundy Asset Management Ltd. 3
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 3
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 3
Colonial Trust Advisors 3
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 3
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
Cranbrook Wealth Management, LLC 3
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 3
Mark Sheptoff Financial Planning, Llc 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
Edge Advisors, Llc 3
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 3
VCBCX - VALIC Co I - Blue Chip Growth Fund 3
VCGAX - VALIC Co I - Growth & Income Fund 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 3
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
UXI - PROSHARES TRUST - ProShares Ultra Industrials 3
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 3
Hennessy Advisors Inc 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 3
KAMES CAPITAL plc 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 3
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 3
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
Riggs Asset Managment Co. Inc. 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
Pacifica Partners Inc. 3
Steel Peak Wealth Management LLC 3
BlackRock Credit Strategies Fund 3
Soros Fund Management Llc 3
Spdr S&p Midcap 400 Etf Trust 3
Banque Cantonale Vaudoise 3
GFG Capital, LLC 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
Kathmere Capital Management, LLC 3
Ovata Capital Management Ltd 3
Voya Global Advantage & Premium Opportunity Fund 3
Column Capital Advisors, LLC 3
Carolinas Wealth Consulting Llc 3
Wealth Quarterback LLC 3
Archer Investment Corp 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 3
Scout Investments, Inc. 3
Blackrock Ltd Duration Income Trust 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
F&C Asset Management plc 3
Winton Capital Management Ltd 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
First New York Securities Llc /ny 3
Royal Fund Management, LLC 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
Caas Capital Management Lp 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
YHB Investment Advisors, Inc. 3
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
Waratah Capital Advisors Ltd. 3
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 3
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 3
Tradewinds Capital Management, LLC 3
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 3
IBM Retirement Fund 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 3
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 3
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
Trust Co Of Toledo Na /oh/ 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 3
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 3
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
Atlas Private Wealth Advisors 3
Oppenheimer Variable Account Funds 3
Six Circles Trust - Six Circles Global Bond Fund 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 3
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 3
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 3
Wright Investors Service Inc 3
Commonwealth Equity Services, Inc 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 3
Ada Investment Management, LP 3
TIMOTHY PLAN - Timothy Strategic Variable 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
Pentwater Capital Management LP 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 3
Planned Solutions, Inc. 3
Jackson Creek Investment Advisors LLC 3
WUSAX - WANGER ADVISORS TRUST - Wanger USA 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
Joel Isaacson & Co., LLC 3
Shine Investment Advisory Services Inc 3
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 3
Trust For Advisor Solutions 3
McClarren Financial Advisors, Inc. 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
Addison Advisors LLC 3
Syverson Strege & Co 3
Ellsworth Advisors, LLC 3
Baker Tilly Financial, Llc 3
RWM Asset Management, LLC 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Liontrust Investment Partners LLP 3
Alpha Paradigm Partners, LLC 3
Inspire Advisors, LLC 3
Distillate Capital Partners LLC 3
Vontobel Holding Ltd. 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
Transamerica Partners Portfolios 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
Transamerica Partners Funds Group Ii 3
Tradition Wealth Management, LLC 3
Alpha DNA Investment Management LLC 3
Standard Family Office LLC 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
Transamerica Partners Funds Group 3
Safeguard Investment Advisory Group, LLC 3
Kowal Investment Group, LLC 3
IronBridge Private Wealth, LLC 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
MBOVX - M FUND INC - M Large Cap Value Fund 3
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 3
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 3
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 3
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 3
Pallas Capital Advisors LLC 3
Gitterman Wealth Management, LLC 3
Nfj Investment Group, Llc 3
Sargent Bickham Lagudis LLC 3
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 3
Feis Lawrence Michael 3
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 3
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 3
Chilton Capital Management Llc 3
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 3
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
Delaware Investments Dividend & Income Fund, Inc 3
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 3
U.S. Capital Wealth Advisors, LLC 3
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 3
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
Oak Thistle LLC 3
Blackrock Master Llc 3
Meritage Portfolio Management 3
Peapack Gladstone Financial Corp 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
NorthCrest Asset Manangement, LLC 3
Privium Fund Management B.V. 3
Confluence Wealth Services, Inc. 3
Paralel Advisors LLC 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
Skaana Management L.P. 3
Tilia Fiduciary Partners, Inc. 3
Elequin Capital Lp 3
Capital International Sarl 3
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 3
Kanaly Trust Co 3
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
Psagot Value Holdings Ltd. / (Israel) 3
Comprehensive Financial Consultants Institutional, Inc. 3
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 3
Oliver Lagore Vanvalin Investment Group 3
Meteora Capital, LLC 3
WASHINGTON TRUST Co 3
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 3
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 3
Householder Group Estate & Retirement Specialist, LLC 3
WealthTrust-Arizona, LLC 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
Personal Capital Advisors Corp 3
Baader Bank INC 3
Fortitude Advisory Group L.L.C. 3
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 3
Zurich Insurance Group Ltd/FI 3
Wells Fargo Multi-sector Income Fund 3
Eagle Global Advisors Llc 3
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
Altrinsic Global Advisors Llc 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
T. Rowe Price Investment Management, Inc. 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
Axxcess Wealth Management, Llc 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
Calamos Convertible Opportunities & Income Fund 3
Calamos Convertible & High Income Fund 3
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 3
Psagot Investment House Ltd. 3
AMID - EA Series Trust - Argent Mid Cap ETF 3
Exos TFP Holdings LLC 3
Sea Otter Advisors LLC 3
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
Baldwin Brothers Inc/ma 3
Brighton Jones Llc 3
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 3
RFP Financial Group LLC 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
Redwood Investments, LLC 3
TradeLink Global Equity LLC 3
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
Bleakley Financial Group, LLC 3
Cassaday & Co Wealth Management LLC 3
Qsemble Capital Management, LP 3
Vanguard Morgan Growth Fund 3
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
ISAM Funds (UK) Ltd 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
Callan Family Office, LLC 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
Neumeier Poma Investment Counsel Llc 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
Acrisure Capital Management, LLC 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
Integre Asset Management, LLC 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 3
Fifth Third Wealth Advisors LLC 3
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 3
Ewa, Llc 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
Ab Pooling Portfolios 3
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 3
CI Global Investments Inc. 3
EA Series Trust 3
Cherry Tree Wealth Management, LLC 3
Icon Advisers Inc/co 3
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 3
UniSuper Management Pty Ltd 3
Jarislowsky, Fraser Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Carmichael Hill & Associates, Inc. 3
Halpern Financial, Inc. 3
Squar Milner Financial Services Llc 3
Trustcore Financial Services, Llc 3
Syon Capital Llc 3
Annis Gardner Whiting Capital Advisors, LLC 3
Santori & Peters, Inc. 3
Investors Research Corp 3
Lunia Capital Lp 3
West Paces Advisors Inc. 3
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 3
Denver Investment Advisors Llc 3
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 3
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 3
Providence Capital Advisors, LLC 3
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 3
Jamison Private Wealth Management, Inc. 3
First Interstate Bank 3
Trust Point Inc. 3
Athanor Capital, Lp 3
Tygh Capital Management, Inc. 3
Bell Asset Management Ltd 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
Premia Global Advisors, Llc 3
Sapient Capital Llc 3
Lecap Asset Management Ltd 3
First Command Advisory Services, Inc. 3
Gilliland Jeter Wealth Management LLC 3
Bare Financial Services, Inc 3
Access Investment Management LLC 3
Diametric Capital, LP 3
New Age Alpha Advisors, LLC 3
Virtue Capital Management, LLC 3
Game Creek Capital, LP 3
Colony Group, LLC 3
QSV Equity Investors LLC 3
Vivaldi Opportunities Fund 3
Voisard Asset Management Group, Inc. 3
Cortina Asset Management, LLC 3
Nvwm, Llc 3
Varma Mutual Pension Insurance Co 3
CLARET ASSET MANAGEMENT Corp 3
Richardson Financial Services Inc. 3
American Capital Advisory, LLC 3
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 3
Castleview Partners, Llc 3
Hc Financial Advisors Inc 3
CCMG - EA Series Trust - CCM Global Equity ETF 3
Korea Investment CORP 3
Harvest Management Llc 3
Central Pacific Bank - Trust Division 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
Mount Yale Investment Advisors, LLC 3
Lynx Investment Advisory 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 3
Equitable Trust Co 3
Financial Advantage, Inc. 3
Legacy Investment Solutions, LLC 3
Legacy Wealth Managment, LLC/ID 3
Scotia Capital Inc. 3
Ofi Carlyle Private Credit Fund 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
FormulaFolio Investments, LLC 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
Marathon Asset Management Llp 3
Enlightenment Research, LLC 3
Whipplewood Advisors, LLC 3
Pilgrim Partners Asia Pte Ltd 3
Magnus Financial Group LLC 3
PharVision Advisers, LLC 3
Seeyond 3
Capital A Wealth Management, LLC 3
Ossiam 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
Ostrum Asset Management 3
O'Shares Investment Advisers, LLC 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
Wealthspire Advisors, LLC 3
VisionPoint Advisory Group, LLC 3
MorganRosel Wealth Management, LLC 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
Dean Capital Management 3
Dynamic Advisor Solutions LLC 3
Zions Bancorporation, National Association /ut/ 3
DAVENPORT & Co LLC 3
Quest Capital Management Inc /adv 3
Covenant Partners, LLC 3
Voleon Capital Management Lp 3
Cypress Capital, LLC 3
Executive Wealth Management, LLC 3
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 3
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 3
Credential Qtrade Securities Inc. 3
Artisan Partners Limited Partnership 3
Treasurer of the State of North Carolina 3
Machina Capital S.a.s. 3
IMC-Chicago, LLC 3
Bremer Bank National Association 3
Julex Capital Management, Llc 3
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 3
ID Management A/S 3
OneAscent Financial Services LLC 3
Perkins Coie Trust Co 3
Gierl Augustine Investment Management Inc 3
Brandes Investment Partners, Lp 3
P Schoenfeld Asset Management Lp 3
Union Square Park Capital Management, LLC 3
Copper Rock Capital Partners, LLC 3
Fulton Bank, N.a. 3
Cooke & Bieler Lp 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
Palo Capital, Inc. 3
Davidson Kempner Partners 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
Gulf International Bank (UK) Ltd 3
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
Aristeia Capital Llc 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 3
Buckhead Capital Management Llc 3
Leuthold Group, Llc 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Apex Capital Management 3
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 3
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
ACG Wealth 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
Oarsman Capital, Inc. 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 3
American Capital Management Inc 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 3
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 3
Advanced Series Trust - Ast Mid-cap Growth Portfolio 3
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 3
Cowen Prime Services LLC 3
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 3
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 3
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 3
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
Alpine Associates Management Inc. 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
Destination Wealth Management 3
Ninety One UK Ltd 3
Lingohr & Partner Asset Management GmbH 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 3
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 3
Bremer Trust National Association 3
Ckw Financial Group 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
Capital One, National Association 3
Pembroke Management, LTD 3
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 3
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 3
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 3
Intrust Bank Na 3
Van Hulzen Asset Management, LLC 3
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 3
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 3
Pennsylvania Trust Co 3
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 3
Livforsakringsbolaget Skandia, Omsesidigt 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 3
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
I.g. Investment Management, Ltd. 3
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 3
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 3
Brown Advisory Securities, LLC 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
King Luther Capital Management Corp 3
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 3
Counsel Portfolio Services Inc. 3
Van Berkom & Associates Inc. 3
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 3
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
Kiwi Wealth Investments Limited Partnership 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
1492 Capital Management LLC 3
Evermay Wealth Management Llc 3
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3
Crestwood Advisors Group LLC 3
Beutel, Goodman & Co Ltd. 3
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
Nair Vinay 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
USS Investment Management Ltd 3
Summit Creek Advisors LLC 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 3
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
Geneva Advisors, LLC 3
Context Capital Management, LLC 3
Black Creek Investment Management Inc. 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 3
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 3
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 3
Newtyn Management, LLC 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
Cetera Advisors LLC 3
Parkwood LLC 3
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 3
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 3
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 3
V Wealth Advisors LLC 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Private Ocean, LLC 3
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 3
Rs Investment Management Co Llc 3
Asset Dedication, LLC 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 3
Mizuho Trust & Banking Co., Ltd. 3
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
Mcclain Value Management Llc 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 3
Tributary Capital Management, LLC 3
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
Gerber Kawasaki Wealth & Investment Management 3
Vivaldi Asset Management, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
Wedbush Securities Inc 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
Tradeworx Inc. 3
Ariel Investments, Llc 3
Glacier Peak Capital LLC 3
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 3
Gideon Capital Advisors, Inc. 3