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 47
Bank Of America Corp /de/ 44
Proequities, Inc. 44
Citadel Advisors Llc 42
Morgan Stanley 41
Jpmorgan Chase & Co 38
Tower Research Capital LLC (TRC) 38
Susquehanna International Group, Llp 37
Citigroup Inc 36
Geode Capital Management, Llc 35
Vanguard Group Inc 35
Barclays Plc 35
Royal Bank Of Canada 34
BlackRock, Inc. 34
Wells Fargo & Company/mn 34
Goldman Sachs Group Inc 33
Deutsche Bank Ag\ 33
Millennium Management Llc 32
Hrt Financial Lp 31
Renaissance Technologies Llc 31
State Street Corp 30
Fmr Llc 29
Jane Street Group, Llc 29
Northern Trust Corp 29
Bank of New York Mellon Corp 28
Virtu Financial LLC 28
IFP Advisors, Inc 27
Two Sigma Investments, Lp 27
Advisor Group Holdings, Inc. 27
Bank Of Montreal /can/ 26
Invesco Ltd. 26
Credit Suisse Ag/ 26
Marshall Wace, Llp 26
Bnp Paribas Arbitrage, Sa 26
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 25
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 25
Panagora Asset Management Inc 25
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 25
Charles Schwab Investment Management Inc 24
New York State Common Retirement Fund 24
Manufacturers Life Insurance Company, The 24
Northwestern Mutual Wealth Management Co 24
California State Teachers Retirement System 23
Paloma Partners Management Co 23
Pnc Financial Services Group, Inc. 23
American International Group, Inc. 23
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 23
Dimensional Fund Advisors Lp 23
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 23
Legal & General Group Plc 23
Rhumbline Advisers 23
XTX Topco Ltd 23
Prelude Capital Management, Llc 22
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 22
Walleye Capital LLC 22
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 22
D. E. Shaw & Co., Inc. 22
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 22
Cubist Systematic Strategies, LLC 22
LPL Financial LLC 22
Creative Planning 22
Squarepoint Ops LLC 22
BlackRock Fund Advisors 21
Polar Asset Management Partners Inc. 21
Alliancebernstein L.p. 21
Victory Capital Management Inc 21
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 21
Strs Ohio 21
Price T Rowe Associates Inc /md/ 21
Two Sigma Advisers, Lp 21
Lazard Asset Management Llc 21
Verition Fund Management LLC 21
Balyasny Asset Management Llc 21
Ameritas Investment Partners, Inc. 20
Sei Investments Co 20
SG Americas Securities, LLC 20
Walleye Trading LLC 20
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 20
Boothbay Fund Management, Llc 20
Aqr Capital Management Llc 20
Us Bancorp \de\ 20
Advisory Services Network, LLC 20
Voya Investment Management Llc 20
Two Sigma Securities, Llc 20
Nuveen Asset Management, LLC 20
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 19
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 19
Macquarie Group Ltd 19
Gsa Capital Partners Llp 19
BlackRock Investment Management, LLC 19
Russell Investments Group, Ltd. 19
Cwm, Llc 19
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 19
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 19
Quantbot Technologies LP 19
Simplex Trading, Llc 19
Group One Trading, L.p. 19
Metropolitan Life Insurance Co/ny 19
Ameriprise Financial Inc 18
Raymond James Financial Inc 18
Acadian Asset Management Llc 18
Quadrant Capital Group Llc 18
Wellington Management Group Llp 18
Bessemer Group Inc 18
Allworth Financial LP 18
Man Group plc 18
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 18
Qube Research & Technologies Ltd 18
Trexquant Investment LP 18
Federated Hermes, Inc. 18
BlackRock Institutional Trust Company, N.A. 18
GWM Advisors LLC 18
Stifel Financial Corp 18
Parametric Portfolio Associates Llc 18
Nisa Investment Advisors, Llc 18
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 18
Jones Financial Companies Lllp 18
Engineers Gate Manager LP 18
American Century Companies Inc 17
Thrivent Financial For Lutherans 17
Jefferies Group LLC 17
Comerica Bank 17
Wolverine Trading, Llc 17
Ubs Asset Management Americas Inc 17
Allianz Asset Management GmbH 17
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 17
Point72 Asset Management, L.P. 17
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 17
Meeder Asset Management Inc 17
Amalgamated Bank 17
BlackRock Advisors LLC 17
California Public Employees Retirement System 17
Hsbc Holdings Plc 17
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 17
First Trust Advisors Lp 17
Envestnet Asset Management Inc 17
Tiaa Cref Investment Management Llc 17
Principal Financial Group Inc 17
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 17
Teachers Advisors, Llc 17
Cutler Group LP 17
O'shaughnessy Asset Management, Llc 17
Kcg Holdings, Inc. 17
Norges Bank 17
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 16
Captrust Financial Advisors 16
MetLife Investment Management, LLC 16
BlueCrest Capital Management Ltd 16
ExodusPoint Capital Management, LP 16
Globeflex Capital L P 16
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 16
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 16
Prudential Financial Inc 16
Blair William & Co/il 16
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 16
EAM Investors, LLC 16
EverSource Wealth Advisors, LLC 16
State Board Of Administration Of Florida Retirement System 16
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 16
Axa S.a. 16
SBI Securities Co., Ltd. 16
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 16
Putnam Investments Llc 16
Allspring Global Investments Holdings, LLC 16
Great West Life Assurance Co /can/ 16
Principal Funds Inc 16
Ubs Ag 16
QS Investors, LLC 16
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 16
Vanguard Index Funds 16
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 16
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 16
Ground Swell Capital, LLC 16
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 16
Los Angeles Capital Management Llc 16
Steward Partners Investment Advisory, Llc 16
Huntington National Bank 16
Royce & Associates Lp 16
Ladenburg Thalmann Financial Services Inc 16
Jump Financial, LLC 16
Rockefeller Capital Management L.P. 16
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 16
HighTower Advisors, LLC 16
Centiva Capital, LP 16
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 16
Zurcher Kantonalbank (Zurich Cantonalbank) 16
Sterling Capital Management LLC 16
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 15
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 15
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 15
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 15
KBC Group NV 15
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 15
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 15
Raymond James & Associates 15
Franklin Resources Inc 15
Legato Capital Management LLC 15
MUFG Americas Holdings Corp 15
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 15
Sawtooth Solutions, LLC 15
Intech Investment Management Llc 15
Bridgeway Capital Management Inc 15
Russell Frank Co/ 15
Winton Capital Group Ltd 15
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 15
A.R.T. Advisors, LLC 15
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 15
Emerald Acquisition Ltd. 15
Magnetar Financial LLC 15
Farther Finance Advisors, LLC 15
Glenmede Trust Co Na 15
Ancora Advisors, LLC 15
IWM - iSHARES TRUST - iShares Russell 2000 ETF 15
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 15
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 15
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 15
Public Employees Retirement System Of Ohio 15
Guggenheim Capital Llc 15
Arrowstreet Capital, Limited Partnership 15
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 15
Advisor Group, Inc. 15
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 15
Federation des caisses Desjardins du Quebec 15
PENN SERIES FUNDS INC - Small Cap Index Fund 15
Nationwide Fund Advisors 15
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 15
Swiss National Bank 15
Profunds - Profund Vp Ultrasmall-cap 15
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 15
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 15
NSIDX - Northern Funds - Northern Small Cap Index Fund 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 15
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 15
Profunds - Profund Vp Small-cap 15
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 15
Wolverine Asset Management Llc 15
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 15
Fifth Third Bancorp 15
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 15
Tudor Investment Corp Et Al 15
MAI Capital Management 15
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 15
Signaturefd, Llc 15
Parallel Advisors, LLC 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 14
GAMMA Investing LLC 14
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 14
Hudson Bay Capital Management LP 14
Driehaus Capital Management Llc 14
Nordea Investment Management Ab 14
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 14
IWV - iSHARES TRUST - iShares Russell 3000 ETF 14
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 14
College Retirement Equities Fund 14
Assetmark, Inc 14
Mackenzie Financial Corp 14
Aperio Group, LLC 14
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 14
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 14
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 14
Toronto Dominion Bank 14
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 14
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 14
Acrospire Investment Management LLC 14
Janney Montgomery Scott LLC 14
Nuveen, LLC 14
Teacher Retirement System Of Texas 14
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 14
ProShare Advisors LLC 14
Kestra Advisory Services, LLC 14
Schonfeld Strategic Advisors LLC 14
Managed Account Advisors Llc 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 14
Truist Financial Corp 14
Marshall Wace North America L.P. 14
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 14
Graham Capital Management, L.P. 14
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 14
IWC - iSHARES TRUST - iShares Micro-Cap ETF 14
Hillsdale Investment Management Inc. 14
Quadrature Capital Ltd 14
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 14
Quarry LP 14
D.a. Davidson & Co. 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 14
State of Wyoming 14
State Of Wisconsin Investment Board 14
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 14
Cetera Investment Advisers 14
Dynamic Technology Lab Private Ltd 14
Police & Firemen's Retirement System of New Jersey 14
SRS Capital Advisors, Inc. 14
SLPIX - Profunds - Small-cap Profund Investor Class 14
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 14
Gotham Asset Management, LLC 14
Jacobs Levy Equity Management, Inc 14
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 14
Oxford Asset Management Llp 14
Parallax Volatility Advisers, L.P. 14
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 14
Smartleaf Asset Management LLC 14
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 14
Landscape Capital Management, L.l.c. 14
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 13
Caitong International Asset Management Co., Ltd 13
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 13
New York State Teachers Retirement System 13
Highbridge Capital Management Llc 13
Y-Intercept (Hong Kong) Ltd 13
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 13
Mutual Of America Capital Management Llc 13
Algert Global Llc 13
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 13
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 13
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 13
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 13
Parkside Financial Bank & Trust 13
Larson Financial Group LLC 13
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 13
First Horizon Advisors, Inc. 13
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 13
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 13
Versant Capital Management, Inc 13
Piedmont Investment Advisors Llc 13
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13
VCSLX - VALIC Co I - Small Cap Index Fund 13
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 13
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 13
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 13
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 13
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 13
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 13
Aquatic Capital Management LLC 13
Point72 Hong Kong Ltd 13
Global Retirement Partners, LLC 13
BlackRock Group LTD 13
Tfs Capital Llc 13
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 13
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 13
Mariner, LLC 13
Cnh Partners Llc 13
Public Employees Retirement Association Of Colorado 13
Covestor Ltd 13
Canada Pension Plan Investment Board 13
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 13
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 13
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 13
Skopos Labs, Inc. 13
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 13
Martingale Asset Management L P 13
Brevan Howard Capital Management LP 13
PEAK6 Investments LLC 13
Zacks Investment Management 13
Assenagon Asset Management S.A. 13
M&t Bank Corp 13
Ergoteles LLC 13
PDT Partners, LLC 13
State of Alaska, Department of Revenue 13
Campbell & CO Investment Adviser LLC 13
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 13
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 13
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 13
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 13
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 13
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 13
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 12
DekaBank Deutsche Girozentrale 12
Wealthspire Advisors, L.P. 12
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 12
Natixis Advisors, L.p. 12
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 12
Brown Brothers Harriman & Co 12
Massmutual Trust Co Fsb/adv 12
Dupont Capital Management Corp 12
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 12
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 12
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 12
United Services Automobile Association 12
Ronald Blue Trust, Inc. 12
Optiver Holding B.V. 12
Harbour Investments, Inc. 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 12
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 12
True Wealth Design, LLC 12
Connor, Clark & Lunn Investment Management Ltd. 12
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 12
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 12
NOSGX - Northern Funds - Northern Small Cap Value Fund 12
Root Financial Partners, LLC 12
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 12
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 12
Alberta Investment Management Corp 12
Commonwealth Equity Services, Llc 12
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 12
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 12
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 12
Occudo Quantitative Strategies Lp 12
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 12
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 12
ClariVest Asset Management LLC 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 12
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 12
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 12
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 12
State Farm Variable Product Trust 12
Principal Securities, Inc. 12
State Farm Mutual Fund Trust 12
Quest Partners LLC 12
Wipfli Financial Advisors Llc, 12
Lord, Abbett & Co. Llc 12
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 12
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 12
Alpine Global Management, LLC 12
Belpointe Asset Management LLC 12
Private Trust Co Na 12
Petrus Trust Company, LTA 12
Point72 (DIFC) Ltd 12
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 12
First Mercantile Trust Co 12
Corebridge Financial, Inc. 12
C M Bidwell & Associates Ltd 12
Rothschild Investment Llc 12
TCI Wealth Advisors, Inc. 12
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 12
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 12
Nine Chapters Capital Management LLC 12
Lindbrook Capital, Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 12
Summit Global Investments 12
PEAK6 Investments, L.P. 12
Asset Management One Co., Ltd. 12
Exchange Traded Concepts, Llc 12
Quantinno Capital Management LP 12
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 12
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12
Janus Henderson Group Plc 12
Vanguard World Fund 12
UMA Financial Services, Inc. 12
Loomis Sayles & Co L P 12
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 12
Arizona State Retirement System 12
Schroder Investment Management Group 12
Nomura Holdings Inc 12
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 12
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 12
State of Tennessee, Treasury Department 12
Advanced Series Trust - Ast Small-cap Growth Portfolio 12
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 12
Hbk Investments L P 12
Mirae Asset Global Investments Co., Ltd. 12
Sunbelt Securities, Inc. 11
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 11
Capital Performance Advisors Llp 11
Robeco Institutional Asset Management B.V. 11
Susquehanna Fundamental Investments, Llc 11
First Manhattan Co 11
Sowell Financial Services LLC 11
Voloridge Investment Management, Llc 11
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 11
BNP Paribas Asset Management Holding S.A. 11
Whittier Trust Co 11
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 11
SJS Investment Consulting Inc. 11
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 11
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 11
FNY Investment Advisers, LLC 11
Numeric Investors Llc 11
MetLife Securities, Inc 11
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 11
Coldstream Capital Management Inc 11
Airain ltd 11
Essex Investment Management Co Llc 11
Skandinaviska Enskilda Banken AB (publ) 11
We Are One Seven, LLC 11
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 11
Vanguard Horizon Funds 11
Pathstone Holdings, LLC 11
EntryPoint Capital, LLC 11
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 11
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 11
Berman Capital Advisors, LLC 11
OMERS ADMINISTRATION Corp 11
Howe & Rusling Inc 11
Fortitude Family Office, LLC 11
Chartwell Investment Partners, Llc 11
Virginia Retirement Systems Et Al 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 11
Manchester Capital Management LLC 11
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 11
Capital Fund Management S.a. 11
Healthcare Of Ontario Pension Plan Trust Fund 11
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 11
Clear Street Llc 11
Pacer Advisors, Inc. 11
Rivernorth Capital Management, Llc 11
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 11
Amundi 11
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 11
CIBC Private Wealth Group, LLC 11
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 11
Cambridge Investment Research Advisors, Inc. 11
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 11
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 11
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 11
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 11
Geneos Wealth Management Inc. 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 11
Spark Investment Management LLC 11
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 11
Amalgamated Financial Corp. 11
Teachers Retirement System Of The State Of Kentucky 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 11
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 11
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 11
Stevens Capital Management Lp 11
Advisors Asset Management, Inc. 11
Hartland & Co., LLC 11
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 11
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 11
Atria Investments Llc 11
NumerixS Investment Technologies Inc 11
Grantham, Mayo, Van Otterloo & Co. LLC 11
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 11
Oregon Public Employees Retirement Fund 10
Royce Value Trust Inc 10
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 10
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 10
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 10
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 10
PENN SERIES FUNDS INC - International Equity Fund 10
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 10
Oppenheimer Funds Inc 10
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 10
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 10
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 10
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 10
Thompson Davis & Co., Inc. 10
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 10
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 10
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 10
Eaton Vance Management 10
Baird Financial Group, Inc. 10
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 10
Mml Investors Services, Llc 10
Diversified Trust Co 10
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 10
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 10
Vident Investment Advisory, LLC 10
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 10
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 10
Boston Partners 10
RidgeWorth Capital Management LLC 10
William Blair Investment Management, Llc 10
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 10
Jane Street Holding, LLC 10
Oppenheimer Asset Management Inc. 10
Raymond James Financial Services Advisors, Inc. 10
Toth Financial Advisory Corp 10
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 10
Avion Wealth 10
First Hawaiian Bank 10
Versor Investments LP 10
Neuberger Berman Group LLC 10
Tiaa-cref Funds 10
Employees Retirement System of Texas 10
Wealthspire Advisors, LLC 10
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 10
Lsv Asset Management 10
First Quadrant L P/ca 10
Townsquare Capital Llc 10
Klp Kapitalforvaltning As 10
Kennedy Capital Management, Inc. 10
Quantamental Technologies LLC 10
Cullen/frost Bankers, Inc. 10
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 10
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 10
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 10
RSSL - Global X Funds - Global X Russell 2000 ETF 10
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 10
Sofos Investments, Inc. 10
Valeo Financial Advisors, LLC 10
Jefferies Financial Group Inc. 10
AdvisorNet Financial, Inc 10
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 10
Pinnacle Wealth Planning Services, Inc. 10
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 10
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 10
Calamos Advisors LLC 10
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 10
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 10
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 10
Nebula Research & Development LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 10
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 10
Hutchin Hill Capital, LP 10
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 10
Bayesian Capital Management, LP 10
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 10
Natixis 10
Cornerstone Planning Group LLC 10
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 10
Relative Value Fund 10
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 10
Proficio Capital Partners LLC 10
Capstone Investment Advisors, Llc 10
Ellington Management Group Llc 10
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 10
Cetera Advisor Networks LLC 10
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 10
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 10
Tfs Capital Investment Trust 10
Caxton Associates Lp 10
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 10
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 10
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 10
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 10
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 10
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 10
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 10
VDAFX - VALIC Co I - Dynamic Allocation Fund 10
Bell Investment Advisors, Inc 10
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
Cornerstone Capital Management Holdings Llc. 9
Point72 Asia (Singapore) Pte. Ltd. 9
Brinker Capital Investments, LLC 9
National Bank Of Canada /fi/ 9
Keebeck Alpha, LP 9
K2 Principal Fund, L.p. 9
Point72 Middle East FZE 9
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 9
Weiss Asset Management LP 9
WFG Advisors, LP 9
Fuller & Thaler Asset Management, Inc. 9
National Asset Management, Inc. 9
Shell Asset Management Co 9
Cornercap Investment Counsel Inc 9
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 9
Benjamin F. Edwards & Company, Inc. 9
Thompson Siegel & Walmsley Llc 9
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 9
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 9
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 9
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 9
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 9
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 9
Glazer Capital, Llc 9
Bogle Investment Management L P /de/ 9
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 9
Vantagepoint Funds 9
Umb Bank N A/mo 9
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 9
Harbor Capital Advisors, Inc. 9
Picton Mahoney Asset Management 9
FDx Advisors, Inc. 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
Wedge Capital Management L L P/nc 9
Rational Advisors Llc 9
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 9
First Republic Investment Management, Inc. 9
AHL Partners LLP 9
Eagle Asset Management Inc 9
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 9
JustInvest LLC 9
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 9
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 9
Wealth Enhancement Advisory Services, Llc 9
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 9
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 9
Mercer Global Advisors Inc /adv 9
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 9
Rivernorth Opportunities Fund, Inc. 9
Riverhead Capital Management Llc 9
Handelsbanken Fonder AB 9
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 9
Vestcor Inc 9
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 9
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 9
Aviva Plc 9
Shaolin Capital Management LLC 9
Vanguard Explorer Fund 9
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 9
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 9
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 9
Sherbrooke Park Advisers Llc 9
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 9
Lucus Advisors Llc 9
CoreCap Advisors, LLC 9
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 9
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 9
Cadence Capital Management Llc 9
Louisiana State Employees Retirement System 9
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 9
Bare Financial Services, Inc 9
Altshuler Shaham Ltd 9
Orion Portfolio Solutions, LLC 9
James Investment Research Inc 9
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 9
Aster Capital Management (DIFC) Ltd 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 9
Jfs Wealth Advisors, Llc 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9
Eqis Capital Management, Inc. 9
Credit Agricole S A 9
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 9
Creative Financial Designs Inc /adv 9
Chicago Equity Partners Llc 9
Stratos Wealth Partners, LTD. 9
American Portfolios Advisors 9
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 9
Convergence Investment Partners, LLC 9
Hussman Strategic Advisors, Inc. 9
GIMFX - GMO TRUST - GMO Implementation Fund 9
Ensign Peak Advisors, Inc 9
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 9
RBB FUND, INC. - Adara Smaller Companies Fund 9
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 9
Tocqueville Asset Management L.p. 9
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 9
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 9
Rice Hall James & Associates, Llc 9
Independent Portfolio Consultants, Inc. 9
Synovus Financial Corp 9
SAC Capital Advisors LP 9
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 9
Guggenheim Active Allocation Fund 9
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 9
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 9
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 9
Hughes Financial Services, LLC 9
VTL Associates, LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 9
Glassman Wealth Services 9
Suntrust Banks Inc 9
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 9
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 9
FIL Ltd 9
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 9
NSGRX - Northern Funds - Northern Small Cap Core Fund 9
Stone Ridge Asset Management LLC 9
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 9
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 9
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 9
Aigen Investment Management, Lp 9
One Wealth Advisors, LLC 9
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 9
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 9
Td Private Client Wealth Llc 9
Ci Investments Inc. 9
Candriam Luxembourg S.C.A. 9
TD Waterhouse Canada Inc. 9
Penserra Capital Management LLC 9
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 9
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 9
Seizert Capital Partners, Llc 9
Dark Forest Capital Management Lp 9
Regions Financial Corp 9
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 9
Mason Street Advisors, Llc 8
Amundi Pioneer Asset Management Inc 8
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 8
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 8
Karp Capital Management Corp 8
Brandywine Global Investment Management, LLC 8
Alps Advisors Inc 8
Boston Private Wealth Llc 8
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 8
Invictus RG 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
Savant Capital, LLC 8
Stoneridge Investment Partners Llc 8
Old Mutual Customised Solutions (proprietary) Ltd 8
Segall Bryant & Hamill, Llc 8
Private Capital Group, LLC 8
PineBridge Investments, L.P. 8
BRYN MAWR TRUST Co 8
Ieq Capital, Llc 8
Oberweis Asset Management Inc/ 8
Pitcairn Co 8
Bartlett & Co. Wealth Management Llc 8
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 8
Hemington Wealth Management 8
Cibc World Markets Corp 8
Rehmann Capital Advisory Group 8
State of New Jersey Common Pension Fund D 8
Semanteon Capital Management, LP 8
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 8
Ajo, Lp 8
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 8
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 8
Van Eck Associates Corp 8
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 8
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 8
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 8
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 8
SG Capital Management LLC 8
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 8
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 8
Pictet Asset Management Holding SA 8
Centaurus Financial, Inc. 8
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 8
Enterprise Financial Services Corp 8
CAPROCK Group, Inc. 8
Profunds - Profund Vp Oil & Gas 8
Ameritas Advisory Services, LLC 8
Bowling Portfolio Management LLC 8
Rydex Etf Trust 8
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 8
Westpac Banking Corp 8
Rise Advisors, LLC 8
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 8
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 8
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 8
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 8
Old Mission Capital Llc 8
LMR Partners LLP 8
Navellier & Associates Inc 8
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 8
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 8
IndexIQ Advisors LLC 8
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 8
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 8
Tompkins Financial Corp 8
Prestige Wealth Management Group LLC 8
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 8
Nomura Asset Management Co Ltd 8
Periscope Capital Inc. 8
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 8
Cerity Partners LLC 8
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 8
Irish Life Investment Managers Ltd. 8
USA Financial Portformulas Corp 8
FLDFX - Meeder Funds - BALANCED FUND Retail Class 8
Hantz Financial Services, Inc. 8
Plante Moran Financial Advisors, LLC 8
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 8
Toroso Investments, LLC 8
Venturi Wealth Management, LLC 8
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 8
Municipal Employees' Retirement System of Michigan 8
CENTRAL TRUST Co 8
CIBC Asset Management Inc 8
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 8
AE Wealth Management LLC 8
Stephens Inc /ar/ 8
Cresset Asset Management, LLC 8
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 8
Spire Wealth Management 8
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 8
Innealta Capital, Llc 8
Ameritas Investment Corp 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 8
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 8
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 8
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 8
FinTrust Capital Advisors, LLC 8
Pier Capital, LLC 8
Retirement Systems of Alabama 8
Ritholtz Wealth Management 8
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 8
Patriot Financial Group Insurance Agency, LLC 8
Public Sector Pension Investment Board 8
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 8
Stephens Consulting, LLC 8
TimesSquare Capital Management, LLC 8
Weiss Multi-Strategy Advisers LLC 8
AMP Capital Investors Ltd 8
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 8
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 8
Profund Advisors Llc 8
R Squared Ltd 8
Yakira Capital Management, Inc. 8
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 8
Axq Capital, Lp 8
Princeton Alpha Management LP 8
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 8
Sandy Spring Bank 8
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 8
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 8
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 8
Deere & Co 8
Wasatch Advisors Inc 8
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 8
Hancock Whitney Corp 8
Gemmer Asset Management LLC 8
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 8
Smithfield Trust Co 8
Element Capital Management Llc 8
SageView Advisory Group, LLC 8
CI Private Wealth, LLC 8
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 8
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 8
Danske Bank A/s 8
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 8
Farmers & Merchants Investments Inc 8
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 8
Zebra Capital Management LLC 8
Humankind Benefit Corp - Humankind US Stock ETF 8
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 8
Laurion Capital Management LP 8
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 8
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 8
APG Asset Management N.V. 8
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 8
Aristides Capital LLC 8
Clear Street Markets Llc 8
Brown Advisory Inc 8
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 7
Vident Advisory, LLC 7
Weld Capital Management Llc 7
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 7
Smith Asset Management Group Lp 7
Cornerstone Advisors, Inc. 7
Intrinsic Edge Capital Management LLC 7
GAM Holding AG 7
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 7
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 7
Avantax Advisory Services, Inc. 7
Envestnet Portfolio Solutions, Inc. 7
Assured Investment Management LLC 7
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 7
Cigna Investments Inc /new 7
Jennison Associates Llc 7
Zions Bancorporation, N.A. 7
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 7
Mather Group, Llc. 7
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 7
Linden Advisors Lp 7
HAP Trading, LLC 7
Financial Management Professionals, Inc. 7
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 7
Duality Advisers, Lp 7
CenterStar Fund, LLC 7
Sumitomo Mitsui Trust Holdings, Inc. 7
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 7
Blueshift Asset Management, LLC 7
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 7
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 7
FourThought Financial, LLC 7
Dynamic Technology Lab Pte Ltd 7
Integrated Quantitative Investments LLC 7
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 7
Crossmark Global Holdings, Inc. 7
NEXT Financial Group, Inc 7
Yorktown Management & Research Co Inc 7
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 7
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 7
Sequoia Financial Advisors, LLC 7
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 7
NN Investment Partners Holdings N.V. 7
Jain Global LLC 7
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 7
Great Lakes Advisors, Llc 7
Johnson Financial Group, Inc. 7
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 7
Financial Gravity Companies, Inc. 7
Invictus RG Pte. Ltd. 7
Procyon Private Wealth Partners, LLC 7
Jupiter Asset Management Ltd 7
Kornitzer Capital Management Inc /ks 7
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 7
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 7
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 7
Bridgefront Capital, LLC 7
Shepherd Kaplan Krochuk, Llc 7
Schubert & Co 7
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 7
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 7
Ellevest, Inc. 7
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 7
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 7
Congress Asset Management Co /ma 7
Piermont Capital Management LLC 7
Scientech Research LLC 7
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 7
Pnc Funds 7
SOUTH STATE Corp 7
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 7
Yousif Capital Management, Llc 7
Twin Peaks Wealth Advisors, LLC 7
Summit Trail Advisors, Llc 7
Private Advisor Group, LLC 7
CVA Family Office, LLC 7
Mckinley Capital Management Llc /delaware 7
Moors & Cabot, Inc. 7
Colony Group Llc 7
LS Investment Advisors, LLC 7
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 7
Entropy Technologies, LP 7
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 7
Edgestream Partners, L.P. 7
Alambic Investment Management, L.P. 7
Hexagon Capital Partners LLC 7
ORG Partners LLC 7
Mirabella Financial Services Llp 7
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 7
Paradigm Asset Management Co Llc 7
Texas Permanent School Fund 7
Castleark Management Llc 7
Bogart Wealth, LLC 7
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 7
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 7
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 7
Arkadios Wealth Advisors 7
Csenge Advisory Group 7
Grandeur Peak Global Advisors, LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 7
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 7
Brinker Capital Inc 7
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 7
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 7
Fiera Capital Corp 7
Wolff Wiese Magana Llc 7
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
Prudential Plc 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
Flagship Harbor Advisors, Llc 7
EAM Global Investors LLC 7
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 7
QCVAX - Clearwater Investment Trust - Clearwater International Fund 7
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 7
ETRADE Capital Management LLC 7
Old Mutual Global Investors (UK) Ltd. 7
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 7
Catalyst Capital Advisors LLC 7
JNBA Financial Advisors 7
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 7
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 7
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 7
HighPoint Advisor Group LLC 7
Shay Capital LLC 7
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 7
Archford Capital Strategies, LLC 7
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 7
United Capital Financial Advisers, Llc 7
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 7
Sandler Capital Management 7
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
Oppenheimer Etf Trust 7
Bartlett & Co. LLC 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
Capstone Asset Management Co 7
Mv Capital Management, Inc. 7
Owl Creek Asset Management, L.P. 7
Mackay Shields Llc 7
Keating Financial Advisory Services, Inc. 7
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 7
Bokf, Na 7
Gabelli Funds Llc 7
Capital Advisors, Ltd. LLC 7
Fisher Asset Management, LLC 7
Avantax Planning Partners, Inc. 7
NewSquare Capital LLC 7
Fox Run Management, L.l.c. 7
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 7
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 7
Venture Visionary Partners LLC 7
Prospera Financial Services Inc 7
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 7
Baker Avenue Asset Management, LP 7
Td Asset Management Inc 7
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 7
Twin Tree Management, LP 7
WPG Advisers, LLC 7
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
Northern Trust Co Of Connecticut 7
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 7
Pathstone Family Office, Llc 7
Axiom International Investors Llc /de 7
Bank Of Nova Scotia 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 7
Moneta Group Investment Advisors Llc 7
Royce Micro-cap Trust, Inc /md/ 7
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 7
Headlands Technologies LLC 7
GV Financial Advisors 7
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 7
1832 Asset Management L.P. 7
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 7
Kayne Anderson Rudnick Investment Management Llc 7
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 7
361 Capital Llc 7
General Motors Investment Management Corp 7
FORA Capital, LLC 7
International Assets Investment Management, Llc 7
Harbor Investment Advisory, Llc 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
Atom Investors LP 7
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 7
Menta Capital Llc 7
Snowden Capital Advisors LLC 7
Numerai GP LLC 7
Alyeska Investment Group, L.P. 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
Guardian Wealth Advisors, LLC 7
Meadow Creek Investment Management LLC 7
Sanctuary Advisors, LLC 7
Qs Batterymarch Financial Management, Inc 7
CIBC World Markets Inc. 7
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 7
Calvert Investment Management, Inc. 7
Css Llc/il 7
Denali Advisors Llc 7
Kilter Group LLC 7
Sciencast Management LP 7
Securian Asset Management, Inc 7
Advisory Research Inc 7
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 7
North Star Investment Management Corp. 7
Clinton Group Inc 6
Newbridge Financial Services Group, Inc. 6
Advanced Series Trust - Ast Small-cap Value Portfolio 6
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 6
Man Investments Ltd 6
Whittier Trust Co Of Nevada Inc 6
BBT Capital Management, LLC 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
DRW Securities, LLC 6
Sawgrass Asset Management Llc 6
Coe Capital Management, LLC 6
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 6
Washington Trust Bank 6
Shelton Capital Management 6
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 6
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 6
Mitsubishi UFJ Trust & Banking Corp 6
Balentine LLC 6
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 6
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
Old National Bancorp /in/ 6
Monashee Investment Management LLC 6
Cookson Peirce & Co Inc 6
Xponance, Inc. 6
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 6
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6
Capital Guardian Trust Co 6
SpiderRock Trading LLC 6
Baystate Wealth Management LLC 6
People's United Financial, Inc. 6
Koch Industries Inc 6
Contravisory Investment Management, Inc. 6
GeoWealth Management, LLC 6
Elkfork Partners LLC 6
Torren Management, LLC 6
Swiss Life Asset Management Ltd 6
AXA Investment Managers S.A. 6
Inscription Capital, LLC 6
Golden State Wealth Management, LLC 6
Alpha Windward Llc 6
GW&K Investment Management, LLC 6
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 6
Rothschild Asset Management Inc 6
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 6
Empowered Funds, LLC 6
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 6
Caxton Associates Llp 6
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 6
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 6
Hartford Mutual Funds Inc/ct 6
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 6
Steward Financial Group LLC 6
Pensionmark Financial Group, Llc 6
IHT Wealth Management, LLC 6
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 6
Universal- Beteiligungs- und Servicegesellschaft mbH 6
Bay Harbor Wealth Management, LLC 6
Bridgewater Associates, LP 6
Freestone Grove Partners LP 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 6
Earnest Partners Llc 6
Almanack Investment Partners, LLC. 6
Liberty Mutual Group Asset Management Inc. 6
Wiley Bros.-aintree Capital, Llc 6
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 6
Rialto Wealth Management, LLC 6
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 6
Fred Alger Management, Llc 6
Evercore Wealth Management, LLC 6
FineMark National Bank & Trust 6
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 6
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 6
Seven Eight Capital, Lp 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
Fieldpoint Private Securities, LLC 6
Erste Asset Management GmbH 6
Catalyst Funds Management Pty Ltd 6
SECOR Capital Advisors, LP 6
Hanseatic Management Services Inc 6
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 6
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6
State Of Michigan Retirement System 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
Isthmus Partners, Llc 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
Renaissance Group Llc 6
Perritt Capital Management Inc 6
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 6
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 6
BFOR - ALPS ETF Trust - Barron's 400 ETF 6
Columbia Wanger Asset Management Llc 6
Bb&t Investment Services, Inc. 6
Financial Architects, Inc 6
Resources Investment Advisors, LLC. 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 6
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 6
Cvi Holdings, Llc 6
Wbi Investments, Inc. 6
Global Financial Private Client, LLC 6
Systematic Financial Management Lp 6
Hoxton Financial, Inc. 6
LRI Investments, LLC 6
Bailard, Inc. 6
Granite Investment Partners, LLC 6
BlackRock Japan Co. Ltd 6
Claris Advisors, Llc / Mo / 6
Ashton Thomas Private Wealth, LLC 6
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 6
American Capital Advisory, LLC 6
Azzad Asset Management Inc /adv 6
nVerses Capital, LLC 6
Financial Network Wealth Advisors LLC 6
Oppenheimer & Co Inc 6
Ramsey Quantitative Systems 6
Frazier Financial Advisors, LLC 6
CWM Advisors, LLC 6
Nicholas Company, Inc. 6
Maryland State Retirement & Pension System 6
DiNuzzo Private Wealth, Inc. 6
Sound Income Strategies, LLC 6
Opal Wealth Advisors, LLC 6
Front Row Advisors LLC 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
Delpha Capital Management, Llc 6
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 6
Interchange Capital Partners, LLC 6
Exos Asset Management LLC 6
Kingsview Wealth Management, LLC 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
Transamerica Financial Advisors, Inc. 6
Annis Gardner Whiting Capital Advisors, LLC 6
Nbc Securities, Inc. 6
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 6
Dunhill Financial, LLC 6
Clark Capital Management Group, Inc. 6
Seacrest Wealth Management, Llc 6
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 6
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 6
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
IMA Wealth, Inc. 6
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 6
Voya Prime Rate Trust 6
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 6
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 6
Linden Thomas Advisory Services, LLC 6
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 6
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 6
Ontario Teachers Pension Plan Board 6
Ethic Inc. 6
Inceptionr Llc 6
Park Place Capital Corp 6
Sit Investment Associates Inc 6
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 6
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 6
Atlantic Union Bankshares Corp 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 6
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 6
Sculptor Capital LP 6
Colonial Trust Co / SC 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 6
BI Asset Management Fondsmaeglerselskab A/S 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 6
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 6
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 6
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 6
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 6
Keybank National Association/oh 6
Ziegler Capital Management, LLC 6
First Horizon Corp 6
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 6
Mizuho Securities Usa Llc 6
Forum Funds 6
Atria Wealth Solutions, Inc. 6
Copeland Capital Management, LLC 6
Dorsey Wright & Associates 6
Daiwa Securities Group Inc. 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6
Disciplined Investments, LLC 6
Hm Payson & Co 6
Commonwealth Bank Of Australia 6
Counterpoint Mutual Funds LLC 6
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 6
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 6
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 6
Bb&t Securities, Llc 6
Westfield Capital Management Co Lp 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 6
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 6
CenterBook Partners LP 6
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 6
Citizens Financial Group Inc/ri 6
Stanley-Laman Group, Ltd. 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 6
Pictet Asset Management Ltd 6
Punch & Associates Investment Management, Inc. 6
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 6
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 6
Valley National Advisers Inc 6
Winslow, Evans & Crocker, Inc. 6
Placemark Investments, Inc. 6
RMB Capital Management, LLC 6
Chicago Partners Investment Group LLC 6
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 6
Johnson Investment Counsel Inc 6
Hotchkis & Wiley Capital Management Llc 6
Utah Retirement Systems 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 5
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 5
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 5
Integrated Wealth Concepts LLC 5
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 5
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 5
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 5
Sanctuary Wealth Advisors, LLC 5
Premier Fund Managers Ltd 5
Waddell & Reed Financial Inc 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 5
Callan Family Office, LLC 5
Capital Asset Advisory Services LLC 5
Cantab Capital Partners LLP 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
Capital Analysts, Inc. 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 5
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 5
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
Kemnay Advisory Services Inc. 5
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 5
Northwest & Ethical Investments L.P. 5
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 5
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 5
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 5
Kestra Investment Management, LLC 5
Evergreen Capital Management Llc 5
Columbus Circle Investors 5
Cornerstone Investment Partners, LLC 5
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 5
Kathmere Capital Management, LLC 5
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 5
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 5
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 5
Janus Capital Management Llc 5
Gyon Technologies Capital Management, LP 5
TrimTabs Asset Management, LLC 5
Tuttle Tactical Management LLC 5
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 5
Warren Averett Asset Management, LLC 5
BDO Wealth Advisors, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 5
Truvestments Capital Llc 5
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 5
Weaver C. Barksdale & Associates, Inc. 5
Everence Capital Management Inc 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
Pinnacle Associates Ltd 5
Frontier Capital Management Co Llc 5
Highline Wealth Partners Llc 5
Capital World Investors 5
Integrated Wealth Management 5
Cambridge Trust Co 5
RK Capital Management, LLC 5
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 5
Visium Asset Management, LP 5
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 5
Freestone Capital Holdings, LLC 5
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 5
Wakefield Asset Management LLLP 5
Highstreet Asset Management Inc. 5
Twinbeech Capital Lp 5
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 5
Capital Research Global Investors 5
Spot Trading L.L.C 5
Checchi Capital Advisers, LLC 5
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 5
MARSHALL WACE ASIA Ltd 5
Westside Investment Management, Inc. 5
Silvercrest Asset Management Group Llc 5
Nachman Norwood & Parrott, Inc 5
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 5
South Dakota Investment Council 5
Commerce Bank 5
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 5
Parkworth Wealth Management, Inc. 5
Yarbrough Capital, LLC 5
Cary Street Partner Investment Advisory Llc 5
Alphacrest Capital Management Llc 5
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 5
Arabesque Asset Management Ltd 5
Moody National Bank Trust Division 5
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 5
Lmcg Investments, Llc 5
Advisor Partners Ii, Llc 5
Next Capital Management LLC 5
RBF Capital, LLC 5
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 5
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 5
Rossby Financial, LCC 5
Bayforest Capital Ltd 5
Deerfield Management Company, L.p. (series C) 5
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 5
Andra AP-fonden 5
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 5
Scotia Capital Inc. 5
Index Management Solutions, LLC 5
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 5
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 5
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
Wcm Investment Management, Llc 5
Vermillion Wealth Management, Inc. 5
Usaa Etf Trust 5
Veritable, L.P. 5
Bamco Inc /ny/ 5
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 5
Park Square Financial Group, LLC 5
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 5
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 5
Berkley W R Corp 5
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 5
Friess Associates Llc 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 5
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 5
Advisors Preferred, LLC 5
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 5
Glen Harbor Capital Management LLC 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
NewEdge Wealth, LLC 5
Salem Investment Counselors Inc 5
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 5
Northwestern Mutual Investment Management Company, Llc 5
Pallas Capital Advisors LLC 5
Money Concepts Capital Corp 5
Barrow Hanley Mewhinney & Strauss Llc 5
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 5
Point72 Europe (London) LLP 5
Perpetual Ltd 5
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 5
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 5
683 Capital Management, LLC 5
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 5
Palisade Capital Management Llc/nj 5
Park Avenue Securities Llc 5
EBI - RBB Fund Trust - Longview Advantage ETF 5
Cloud Capital Management, LLC 5
Opus Capital Group, LLC 5
Itau Unibanco Holding S.A. 5
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 5
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 5
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 5
Westwood Holdings Group Inc 5
HFM Investment Advisors, LLC 5
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 5
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 5
Pictet Asset Management Sa 5
Maven Securities LTD 5
Harvest Fund Management Co., Ltd 5
Optima Capital Llc 5
Ubs Oconnor Llc 5
Ionic Capital Management LLC 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
Beacon Capital Management, LLC 5
Congress Wealth Management LLC / DE / 5
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 5
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 5
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 5
Kore Private Wealth LLC 5
Tcwp Llc 5
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 5
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 5
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 5
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 5
First Citizens Bank & Trust Co 5
Falcon Point Capital, Llc 5
JJJ Advisors Inc. 5
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 5
Wealthcare Advisory Partners LLC 5
Stephens Investment Management Group LLC 5
New York Life Investment Management Llc 5
Associated Banc-corp 5
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 5
Castle Creek Arbitrage, LLC 5
World Asset Management Inc 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 5
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 5
Liberty All Star Growth Fund Inc. 5
Nicholas Investment Partners, LP 5
New Mexico Educational Retirement Board 5
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 5
Analytic Investors, LLC 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
Wall Street Associates 5
Forsta Ap-fonden 5
CIBC Bancorp USA Inc. 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Ares Financial Consulting, LLC 5
Brookstone Capital Management 5
Leonteq Securities AG 5
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 5
Godfrey Financial Associates, Inc. 5
Quantitative Systematic Strategies LLC 5
Vigilant Capital Management, LLC 5
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 5
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 5
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 5
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 5
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 5
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 5
Hartford Investment Management Co 5
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 5
Thb Asset Management 5
Campbell Multi-strategy Trust 5
Boston Advisors Llc 5
Carroll Financial Associates, Inc. 5
OP Asset Management Ltd 5
Advisor Resource Council 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 5
Atlanta Capital Management Co L L C 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 5
Burney Co/ 5
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 5
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5
Ing Groep Nv 5
MQS Management LLC 5
Evoke Wealth, Llc 5
EULAV Asset Management 5
Capital International Investors 5
Caisse De Depot Et Placement Du Quebec 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 5
Matarin Capital Management, LLC 5
FNY Managed Accounts LLC 5
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 5
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 5
Fort, L.p. 5
Maverick Capital Ltd 5
B. Metzler seel. Sohn & Co. AG 5
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 5
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 5
Crewe Advisors LLC 5
Qrg Capital Management, Inc. 5
Redwood Investment Management, Llc 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
Hollencrest Capital Management 5
Sutton Wealth Advisors Inc. 5
Norden Group Llc 5
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 5
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 5
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 5
Regentatlantic Capital Llc 5
Janney Capital Management LLC 5
Cordant, Inc. 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
Claymore Exchange-traded Fund Trust 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
Concord Wealth Partners 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
Bruce G. Allen Investments, LLC 5
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 5
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 5
Jaffetilchin Investment Partners, LLC 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
Lombard Odier Asset Management (USA) Corp 5
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 5
Clearbridge Investments, LLC 5
Advisor Partners Llc 5
HighVista Strategies LLC 5
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 5
CPSIX - Unified Series Trust - Fci Bond Fund 5
Merit Financial Group, LLC 5
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 5
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 5
Holocene Advisors, LP 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 5
Lisanti Capital Growth, LLC 5
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 5
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 5
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 5
Ophir Asset Management Pty Ltd 5
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 5
GABELLI & Co INVESTMENT ADVISERS, INC. 5
Saba Capital Management, L.P. 5
Gradient Investments LLC 5
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 5
Financial Advocates Investment Management 5
Private Wealth Management Group, LLC 5
Sachetta, LLC 5
Wesbanco Bank Inc 5
Ellsworth Advisors, LLC 5
Tortoise Investment Management, LLC 5
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 5
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 5
Cerebellum GP, LLC 5
Moisand Fitzgerald Tamayo, LLC 5
Water Island Capital Llc 5
Tucker Asset Management Llc 5
River Road Asset Management, LLC 5
Foresters Investment Management Company, Inc. 5
Cowen And Company, Llc 5
Absolute Return Capital, LLC 5
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 5
Vanguard Whitehall Funds 5
Creekmur Asset Management LLC 5
McIlrath & Eck, LLC 5
APBAX - Cavanal Hill Funds - Active Core Fund Investor 5
Illinois Municipal Retirement Fund 5
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 5
Strategic Wealth Partners, Ltd. 5
STXK - EA Series Trust - Strive Small-Cap ETF 5
Bryn Mawr Capital Management Inc 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
TradeLink Capital LLC 5
Signet Financial Management, Llc 5
Raymond James Trust N.a. 5
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 5
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
Vanguard Portfolio Management Llc 4
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 4
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 4
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 4
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
Bahl & Gaynor Inc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
Oaktree Capital Management Lp 4
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 4
Profunds - Profund Vp Small-cap Value 4
Profunds - Profund Vp Small-cap Growth 4
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 4
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 4
Whitebox Advisors Llc 4
Usa Mutuals Advisors, Inc. 4
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 4
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 4
Wealthcare Capital Management Llc 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 4
Hatteras Funds, LLC 4
Ruggie Capital Group 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 4
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
Kovitz Investment Group Partners, LLC 4
CSat Investment Advisory, L.P. 4
Horizon Investment Services, LLC 4
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 4
Beacon Capital Management, Inc. 4
Wealthfront Inc 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
Virtus Investment Advisers, Inc. 4
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 4
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
Barings Llc 4
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 4
First Personal Financial Services 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
Advance Capital I Inc 4
EverPoint Asset Management, LLC 4
Tiverton Asset Management Llc 4
Hays Advisory Llc 4
Massachusetts Financial Services Co /ma/ 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 4
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 4
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 4
BNP Paribas Investment Partners S.A. 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 4
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
Saturna Capital CORP 4
Baird Robert W & Co Inc /wi/ 4
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 4
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 4
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 4
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 4
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 4
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 4
HBK Sorce Advisory LLC 4
Sei Trust Co 4
Vertex One Asset Management Inc. 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 4
Societe Generale 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
Woodmont Investment Counsel Llc 4
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 4
Wilmington Funds Management Corp 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
Etf Managers Group, 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
Elk Creek Partners, LLC 4
Mascoma Wealth Management LLC 4
Harbor Advisors LLC 4
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 4
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 4
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 4
First Capital Advisors Group, LLC. 4
Teza Capital Management LLC 4
Mason Street Advisors, Llc 4
Symmetry Partners, LLC 4
Flinton Capital Management LLC 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
Hartford Series Fund Inc 4
Edmond De Rothschild Holding S.a. 4
Lee Financial Co 4
Moloney Securities Asset Management, LLC 4
Tyers Asset Management LLC 4
Neuburgh Advisers LLC 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 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
Reilly Financial Advisors, Llc 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4
YorkBridge Wealth Partners, LLC 4
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 4
Tfo-tdc, Llc 4
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 4
Tsfg, Llc 4
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 4
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 4
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 4
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 4
HGC Investment Management Inc. 4
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 4
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 4
Legacy Advisors, LLC 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
Investment Counselors Of Maryland Llc 4
VCSVX - VALIC Co II - Small Cap Value Fund 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
Vaughan Nelson Investment Management, L.p. 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 4
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 4
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 4
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 4
Pine River Capital Management L.P. 4
Quaker Wealth Management, LLC 4
BRC Investment Management LLC 4
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
K.J. Harrison & Partners Inc 4
Parametrica Management Ltd 4
Lloyd Advisory Services, LLC. 4
Woodline Partners LP 4
Monarch Partners Asset Management LLC 4
Meridian Wealth Partners, LLC 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
Voya Senior Income Fund 4
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 4
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 4
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 4
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 4
Blackrock Debt Strategies Fund, Inc. 4
Kcg Americas Llc 4
Blackrock Floating Rate Income Strategies Fund, Inc. 4
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 4
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 4
Rsm Us Wealth Management Llc 4
Timber Hill LLC 4
Prescott Group Capital Management, L.l.c. 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
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
Northwest Investment Counselors, Llc 4
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 4
Compagnie Lombard Odier SCmA 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
Royal London Asset Management Ltd 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 4
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 4
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 4
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 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
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 4
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 4
Knight Capital Group, Inc. 4
Nuveen S&p 500 Dynamic Overwrite Fund 4
GHP Investment Advisors, Inc. 4
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 4
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 4
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 4
Fortaleza Asset Management Inc/ 4
Emerald Advisers, Llc 4
Agf Management Ltd 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
Curian Capital Llc 4
Emerald Mutual Fund Advisers Trust 4
Agf Investments Inc. 4
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 4
Jackson Creek Investment Advisors LLC 4
TFC Financial Management 4
Paces Ferry Wealth Advisors, Llc 4
Liontrust Investment Partners LLP 4
Veriti Management LLC 4
Cannon Global Investment Management, LLC 4
Vantage Consulting Group Inc 4
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 4
Inspire Advisors, LLC 4
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 4
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
B. Metzler seel. Sohn & Co. Holding AG 4
Legacy Wealth Asset Management, LLC 4
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 4
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
Continuum Advisory, LLC 4
Hennion & Walsh Asset Management, Inc. 4
Ativo Capital Management LLC 4
Kb Financial Partners, Llc 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
Heritage Wealth Management, Llc 4
Eagle Bay Advisors LLC 4
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 4
Adage Capital Partners Gp, L.l.c. 4
Atw Spac Management Llc 4
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 4
Delaware Enhanced Global Dividend & Income Fund 4
Activest Wealth Management 4
Pioneer Floating Rate Trust 4
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
Financial Consulate, Inc 4
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
Riverwater Partners LLC 4
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 4
NorthCrest Asset Manangement, LLC 4
Oppenheimer Quest For Value Funds 4
Fifth Lane Capital, Lp 4
Symphony Asset Management Llc 4
Polen Capital Management Llc 4
Corton Capital Inc. 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 4
Raleigh Capital Management Inc. 4
Simplicity Wealth,LLC 4
Quent Capital, LLC 4
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 4
River & Mercantile Asset Management Llp 4
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 4
Blackrock Floating Rate Income Trust 4
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
Baader Bank INC 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
Vise Technologies, Inc. 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
Triasima Portfolio Management inc. 4
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4
T. Rowe Price Investment Management, Inc. 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
Winton Diversified Opportunities Fund 4
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 4
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4
Natixis Investment Managers International 4
Gallacher Capital Management LLC 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
VitalStone Financial, LLC 4
SYSTM Wealth Solutions LLC 4
Vulcan Value Partners, LLC 4
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 4
LGT Financial Advisors LLC 4
Kula Investments, LLC 4
West Tower Group, LLC 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
Brighton Jones Llc 4
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 4
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 4
Fifth Third Wealth Advisors LLC 4
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 4
Zrc Wealth Management, Llc 4
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 4
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 4
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 4
Underlying Funds Trust 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
Claraphi Advisory Network, LLC 4
Portside Wealth Group, LLC 4
Cape Investment Advisory, Inc. 4
Mycio Wealth Partners, Llc 4
Clear Harbor Asset Management, LLC 4
NorthCoast Asset Management LLC 4
Tibra Equities Europe Ltd 4
Syon Capital Llc 4
Buckingham Strategic Wealth, Llc 4
Optimum Investment Advisors 4
Neumeier Poma Investment Counsel Llc 4
Icon Wealth Partners, LLC 4
Anchor Investment Management, LLC 4
Alphasimplex Group, Llc 4
MYDA Advisors LLC 4
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 4
Caption Management, LLC 4
Beryl Capital Management LLC 4
Commerzbank Aktiengesellschaft /fi 4
E. Ohman J:or Asset Management AB 4
Anchor Capital Advisors Llc 4
Signal Advisors Wealth, LLC 4
Banco de Sabadell, S.A 4
Susquehanna Portfolio Strategies, LLC 4
Avestar Capital, LLC 4
Diametric Capital, LP 4
Colony Group, LLC 4
Virtue Capital Management, LLC 4
Solstein Capital, LLC 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 4
WealthCollab, LLC 4
Harvest Group Wealth Management, Llc 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
MUFG Securities EMEA plc 4
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 4
AlphaMark Advisors, LLC 4
Mount Yale Investment Advisors, LLC 4
WR Wealth Planners, LLC 4
CX Institutional 4
Ashton Thomas Securities, Llc 4
Cromwell Holdings LLC 4
Unigestion Holding SA 4
Argent Capital Management Llc 4
EHLS - Tidal Trust II - Even Herd Long Short ETF 4
Equitable Trust Co 4
Worldquant Millennium Advisors Llc 4
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 4
Net Worth Advisory Group 4
Genesee Valley Trust Co 4
Elyxium Wealth, LLC 4
Trust Co Of Vermont 4
Impax Asset Management Group plc 4
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 4
Tarbox Family Office, Inc. 4
Sierra Ocean, Llc 4
Pearl River Capital, LLC 4
Bryce Point Capital, LLC 4
Resona Asset Management Co.,Ltd. 4
Polymer Capital Management (US) LLC 4
Riverview Trust Co 4
Aptus Capital Advisors, LLC 4
Peak6 Llc 4
Groupe la Francaise 4
PharVision Advisers, LLC 4
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 4
1st Global Advisors, Inc. 4
Alera Investment Advisors, LLC 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
Morningstar Investment Management LLC 4
111 Capital 4
Salomon & Ludwin, LLC 4
Forward Management, LLC 4
ArrowMark Colorado Holdings LLC 4
Cynosure Management, Llc 4
Oakbrook Investments Llc 4
BBVA USA Bancshares, Inc. 4
Private Wealth Asset Management, LLC 4
Eastern Bank 4
Qtron Investments LLC 4
Sigma Planning Corp 4
Voleon Capital Management Lp 4
Foundry Partners, LLC 4
Liberty Wealth Management Llc 4
Glenmede Investment Management, LP 4
Comerica Securities,inc. 4
Chevy Chase Trust Holdings, Inc. 4
Gq Asset Management, Llc 4
Next Financial Holdings 4
Vestmark Advisory Solutions, Inc. 4
Conestoga Capital Advisors, LLC 4
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 4
Benjamin Edwards Inc 4
First Financial Corp /in/ 4
Flow Traders U.s. Llc 4
Vanguard Capital Management Llc 4
Dakota Wealth Management 4
S&t Bank/pa 4
Delaware Management Holdings, Inc. 4
Lenox Wealth Advisors, LLC 4
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 4
Hilton Capital Management, LLC 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
J. Goldman & Co LP 4
Gulf International Bank (UK) Ltd 4
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 4
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 4
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 4
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 4
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 4
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
Third Avenue Management Llc 4
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 4
Global X Management CO LLC 4
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 4
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 4
Pacific Ridge Capital Partners, LLC 4
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 4
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 4
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 4
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
MCF Advisors LLC 4
Artemis Investment Management LLP 4
Gladius Capital Management LP 4
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 4
Argent Trust Co 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
Sonora Investment Management, LLC 4
Twin Capital Management Inc 4
Ninety One UK Ltd 4
Mangrove Partners 4
TENOR CAPITAL MANAGEMENT Co., L.P. 4
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
Skyline Asset Management Lp 4
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 4
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 4
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 4
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 4
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 4
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 4
Capital International Inc /ca/ 4
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4
Oakworth Capital, Inc. 4
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 4
Wetherby Asset Management Inc 4
AlphaOne Investment Services, LLC 4
Rotella Capital Management, Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 4
Echo Street Capital Management LLC 4
Quantitative Investment Management, LLC 4
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 4
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
Crestwood Advisors Group LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4
Anson Funds Management LP 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 4
Dean Investment Associates, Llc 4
Beutel, Goodman & Co Ltd. 4
Strategic Global Advisors, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 4
Fernwood Investment Management, LLC 4
Clark Estates Inc/ny 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 4
Harel Insurance Investments & Financial Services Ltd. 4
Motco 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 4
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 4
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 4
Grove Bank & Trust 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 4
Stonebridge Capital Advisors LLC 4
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 4
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 4
Wedbush Securities Inc 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
J.Safra Asset Management Corp 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
Spring Creek Capital Llc 4
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 4
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 4
NorthRock Partners, LLC 4
Davidson Kempner Capital Management Lp 4
Cetera Advisors LLC 3
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 3
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 3
Privium Fund Management B.V. 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
Jamison Private Wealth Management, Inc. 3
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 3
AlphaCore Capital LLC 3
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 3
Enlightenment Research, LLC 3
Lunia Capital Lp 3
Oak Thistle LLC 3
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 3
Ovata Capital Management Ltd 3
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 3
Householder Group Estate & Retirement Specialist, LLC 3
Caerus Investment Advisors, LLC 3
Axxcess Wealth Management, Llc 3
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 3
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 3
Ifrah Financial Services, Inc. 3
Trust Point Inc. 3
Advantage Investment Management, Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 3
Confluence Wealth Services, Inc. 3
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 3
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3
Tributary Capital Management, LLC 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
FormulaFolio Investments, LLC 3
Three Corner Global Investors LP 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 3
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 3
Vanguard Morgan Growth Fund 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
Profunds - Profund Vp Mid-cap Growth 3
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 3
Pilgrim Partners Asia Pte Ltd 3
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
Profunds - Profund Vp Mid-cap Value 3
Insight Wealth Strategies, LLC 3
Torray Llc 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
Providence Capital Advisors, LLC 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
Icon Advisers Inc/co 3
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 3
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
Farringdon Capital, Ltd. 3
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 3
Moody Aldrich Partners Llc 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
Sapient Capital Llc 3
Lecap Asset Management Ltd 3
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 3
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
Bernzott Capital Advisors 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
BerganKDV Wealth Management, LLC 3
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
Athanor Capital, Lp 3
DGS Capital Management, LLC 3
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 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
Bell Asset Management Ltd 3
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 3
Worth Venture Partners, LLC 3
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 3
Pinz Capital Management, LP 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
Fieldview Capital Management, LLC 3
Marathon Asset Management Llp 3
Gilliland Jeter Wealth Management LLC 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 3
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 3
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 3
R&F Capital Advisors LP 3
Brant Point Investment Management Llc 3
KAMES CAPITAL plc 3
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 3
Premia Global Advisors, Llc 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 3
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 3
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
Destination Wealth Management 3
Magnus Financial Group LLC 3
Lingohr & Partner Asset Management GmbH 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
Fiduciary Management Inc /wi/ 3
Access Investment Management LLC 3
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
First Command Advisory Services, Inc. 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
Bremer Trust National Association 3
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
Savior LLC 3
Capital A Wealth Management, LLC 3
Seeyond 3
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 3
Meritage Portfolio Management 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 3
Burgundy Asset Management Ltd. 3
Ossiam 3
Alpine Associates Management Inc. 3
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
Ostrum Asset Management 3
ESL Trust Services, LLC 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
Fiduciary Trust Co 3
GFG Capital, LLC 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
Banque Cantonale Vaudoise 3
O'Shares Investment Advisers, LLC 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
Pembroke Management, LTD 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
Redwood Investments, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 3
V Wealth Advisors LLC 3
TradeLink Global Equity LLC 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
Capital One, National Association 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
Spdr S&p Midcap 400 Etf Trust 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
Level Four Advisory Services, Llc 3
New Age Alpha Advisors, LLC 3
Acrisure Capital Management, LLC 3
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 3
Abich Financial Wealth Management LLC 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
Zurich Insurance Group Ltd/FI 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 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
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 3
Peapack Gladstone Financial Corp 3
Skaana Management L.P. 3
BlackRock Credit Strategies Fund 3
Gluskin Sheff & Assoc Inc 3
Guardian Capital Lp 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 3
Mark Sheptoff Financial Planning, Llc 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
VisionPoint Advisory Group, LLC 3
MorganRosel Wealth Management, LLC 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
Palisade Asset Management, LLC 3
Beaconlight Capital, Llc 3
Independent Advisor Alliance 3
Schonfeld Group Holdings LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
Intrust Bank Na 3
Calamos Convertible Opportunities & Income Fund 3
Virtus Alternative Investment Advisers, Inc. 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
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 3
Van Hulzen Asset Management, LLC 3
Thomas White International Ltd 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 3
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 3
Zions Bancorporation, National Association /ut/ 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
Pennsylvania Trust Co 3
Calamos Convertible & High Income Fund 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 3
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 3
Steel Peak Wealth Management LLC 3
Blackrock Master Llc 3
American National Bank 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
Psagot Investment House Ltd. 3
Denver Investment Advisors Llc 3
Newtyn Management, LLC 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 3
NatWest Group plc 3
Game Creek Capital, LP 3
ARS Investment Partners, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 3
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 3
QSV Equity Investors LLC 3
Prime Capital Investment Advisors, LLC 3
WATWX - WANGER ADVISORS TRUST - Wanger Select 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
UXI - PROSHARES TRUST - ProShares Ultra Industrials 3
Koshinski Asset Management, Inc. 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
First Interstate Bank 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
Livforsakringsbolaget Skandia, Omsesidigt 3
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 3
Quest Capital Management Inc /adv 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
Covenant Partners, LLC 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
Cypress Capital, LLC 3
tru Independence LLC 3
Paralel Advisors LLC 3
Executive Wealth Management, LLC 3
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 3
Voisard Asset Management Group, Inc. 3
Gamco Investors, Inc. Et Al 3
Meridian Wealth Management, LLC 3
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 3
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 3
Princeton Global Asset Management LLC 3
AMID - EA Series Trust - Argent Mid Cap ETF 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
Clough Capital Partners L P 3
Gideon Capital Advisors, Inc. 3
Gerstein Fisher 3
Certified Advisory Corp 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
Cranbrook Wealth Management, LLC 3
Horizon Investments, LLC 3
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 3
Dynamic Advisor Solutions LLC 3
Dubuque Bank & Trust Co 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
Tygh Capital Management, Inc. 3
Caas Capital Management Lp 3
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 3
Lincoln National Corp 3
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 3
Credential Qtrade Securities Inc. 3
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 3
Pacifica Partners Inc. 3
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 3
Treasurer of the State of North Carolina 3
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
Machina Capital S.a.s. 3
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 3
Kanaly Trust Co 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
Exos TFP Holdings LLC 3
Richardson Financial Services Inc. 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 3
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
Tilia Fiduciary Partners, Inc. 3
Gibbs Wealth Management 3
First National Bank Of Omaha 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
I.g. Investment Management, Ltd. 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
City Holding Co 3
Nvwm, Llc 3
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 3
JS Capital Management LLC 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 3
Stifel Nicolaus & Co Inc \mo\ 3
Intrepid Capital Management Inc 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 3
DAVENPORT & Co LLC 3
Varma Mutual Pension Insurance Co 3
IMC-Chicago, LLC 3
Brewin Dolphin Ltd 3
Black Creek Investment Management Inc. 3
Sea Otter Advisors LLC 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
CLARET ASSET MANAGEMENT Corp 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 3
Sentinus, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 3
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3
King Luther Capital Management Corp 3
Bremer Bank National Association 3
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 3
Private Ocean, LLC 3
Gerber Kawasaki Wealth & Investment Management 3
Turner Investments, L.p. 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
Rocky Mountain Advisers, Llc 3
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 3
Ewa, Llc 3
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 3
Brown Advisory Securities, LLC 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
Naya Capital Management Uk Ltd 3
Vivaldi Asset Management, LLC 3
Dean Capital Management 3
Julex Capital Management, Llc 3
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 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
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
Psagot Value Holdings Ltd. / (Israel) 3
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 3
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 3
Bank Julius Baer & Co. Ltd, Zurich 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 3
Rs Investment Management Co Llc 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 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
D'Orazio & Associates, Inc. 3
VCSMX - VALIC Co I - Small Cap Fund 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 3
CCMG - EA Series Trust - CCM Global Equity ETF 3
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 3
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
Counsel Portfolio Services Inc. 3
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 3
Colonial Trust Advisors 3
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3
Diversified Management Inc 3
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 3
Scout Investments, Inc. 3
Chilton Investment Co Llc 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 3
Hc Financial Advisors Inc 3
Kiwi Wealth Investments Limited Partnership 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
Clark Wealth Partners 3
Central Pacific Bank - Trust Division 3
Lombard Odier Asset Management (Switzerland) SA 3
Fortitude Advisory Group L.L.C. 3
VCGAX - VALIC Co I - Growth & Income Fund 3
Van Berkom & Associates Inc. 3
1492 Capital Management LLC 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 3
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 3
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 3
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 3
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 3
Evermay Wealth Management Llc 3
VCBCX - VALIC Co I - Blue Chip Growth Fund 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
Eurizon Capital SGR S.p.A. 3
OneAscent Financial Services LLC 3
FNY Partners Fund LP 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
Confluence Investment Management Llc 3
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 3
Edge Advisors, Llc 3
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
National Planning Corp 3
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 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
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 3
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 3
Artisan Partners Limited Partnership 3
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 3
Manatuck Hill Partners, LLC 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
ID Management A/S 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 3
Capital International Sarl 3
Cornerstone Financial Management LLC 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
Asset Dedication, LLC 3
Financial Enhancement Group LLC 3
Stone House Investment Management, LLC 3
Nair Vinay 3
Pinnacle Financial Partners, Inc. 3
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 3
Signature Equity Partners, LLC 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
Comprehensive Financial Consultants Institutional, Inc. 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Mesirow Financial Investment Management, Inc. 3
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 3
Junto Capital Management LP 3
Sapphire Star Partners LP 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
Perkins Coie Trust Co 3
WealthTrust-Arizona, LLC 3
Zeke Capital Advisors, Llc 3
Ariel Investments, Llc 3
Elequin Capital Lp 3
Millrace Asset Group, Inc. 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 3
EA Series Trust 3
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 3
Ab Pooling Portfolios 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
Fort Washington Investment Advisors Inc /oh/ 3
RFP Financial Group LLC 3
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
Gierl Augustine Investment Management Inc 3
Sendero Wealth Management, LLC 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
Cherry Tree Wealth Management, LLC 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 3
Mizuho Trust & Banking Co., Ltd. 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 3
USS Investment Management Ltd 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
Summit Creek Advisors LLC 3
Rathbone Brothers plc 3
Altrinsic Global Advisors Llc 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
Glen Eagle Advisors, LLC 3
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 3
Lynx Investment Advisory 3
Archer Investment Corp 3
Virtus ETF Advisers LLC 3
Clearbridge, Llc 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 3
UniSuper Management Pty Ltd 3
Korea Investment CORP 3
AGF Investments LLC 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 3
First Command Financial Services, Inc. 3
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 3
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 3
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 3
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 3
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 3
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 3
Geneva Advisors, LLC 3
First Command Bank 3
Integre Asset Management, LLC 3
Abound Wealth Management 3
Copper Rock Capital Partners, LLC 3
Addison Advisors LLC 3
Syverson Strege & Co 3
P Schoenfeld Asset Management Lp 3
Baker Tilly Financial, Llc 3
Trust For Advisor Solutions 3
Joel Isaacson & Co., LLC 3
Aaron Wealth Advisors LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 3
McClarren Financial Advisors, Inc. 3
RWM Asset Management, LLC 3
GoalVest Advisory LLC 3
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Teton Westwood Funds 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
CBOE Vest Financial, LLC 3
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 3
Ibex Investors LLC 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
Fulton Bank, N.a. 3
Asher Enterprises Inc 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 3
Shine Investment Advisory Services Inc 3
Glacier Peak Capital LLC 3
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 3
Simon Quick Advisors, Llc 3
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 3
Aviso Financial Inc. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 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
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
First New York Securities Llc /ny 3
Palo Capital, Inc. 3
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 3
Oliver Lagore Vanvalin Investment Group 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
Distillate Capital Partners LLC 3
Krilogy Financial LLC 3
Vontobel Holding Ltd. 3
Jarislowsky, Fraser Ltd 3
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 3
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3
Meteora Capital, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
Pendal Group Ltd 3
Context Capital Management, LLC 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
Tobam 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
Tradition Wealth Management, LLC 3
Alpha DNA Investment Management LLC 3
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 3
Ada Investment Management, LP 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 3
Transamerica Partners Portfolios 3
Halpern Financial, Inc. 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
Warberg Asset Management LLC 3
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 3
Standard Family Office LLC 3
Wealth Quarterback LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
Intercontinental Wealth Advisors, LLC 3
Transamerica Partners Funds Group Ii 3
Cooke & Bieler Lp 3
WASHINGTON TRUST Co 3
StoneX Group Inc. 3
WUSAX - WANGER ADVISORS TRUST - Wanger USA 3
Radcliffe Capital Management, L.P. 3
Safeguard Investment Advisory Group, LLC 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
Kowal Investment Group, LLC 3
Profunds - Profund Vp Industrials 3
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 3
Transamerica Partners Funds Group 3
Xact Kapitalforvaltning AB 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
Kepos Capital LP 3
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
Ibex Wealth Advisors 3
Harvest Management Llc 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 3
Orbis Allan Gray Ltd 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
FourThought Financial Partners, LLC 3
Principia Wealth Advisory, LLC 3
Peregrine Capital Management Llc 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Elite Wealth Management, Inc. 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
Highland Capital Management Fund Advisors, L.p. 3
Bleakley Financial Group, LLC 3
Cassaday & Co Wealth Management LLC 3
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 3
Wells Fargo Multi-sector Income Fund 3
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 3
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 3
IBM Retirement Fund 3
Profunds - Profund Vp Ultramid-cap 3
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 3
Leuthold Group, Llc 3
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 3
Pentwater Capital Management LP 3
Carmichael Hill & Associates, Inc. 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
Riggs Asset Managment Co. Inc. 3
IronBridge Private Wealth, LLC 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Qsemble Capital Management, LP 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 3
Atlantic Trust, LLC 3
Squar Milner Financial Services Llc 3
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
MBOVX - M FUND INC - M Large Cap Value Fund 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
Basso Capital Management, L.p. 3
Wright Investors Service Inc 3
Blackrock Ltd Duration Income Trust 3
Baldwin Brothers Inc/ma 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
Buckhead Capital Management Llc 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
Greenleaf Trust 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 3
Voya Global Advantage & Premium Opportunity Fund 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 3
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 3
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 3
Lido Advisors, LLC 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
Parkwood LLC 3
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 3
Formula Growth Ltd 3
Personal Capital Advisors Corp 3
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 3
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
Gitterman Wealth Management, LLC 3
Delphi Private Advisors LLC 3
Nfj Investment Group, Llc 3
Mcclain Value Management Llc 3
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 3
YHB Investment Advisors, Inc. 3
Sargent Bickham Lagudis LLC 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
CI Global Investments Inc. 3
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 3
Apex Capital Management 3
Feis Lawrence Michael 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
Harwood Advisory Group, LLC 3
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 3
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 3
Diamond Hill Capital Management Inc 3
Jackson, Grant Investment Advisers, Inc. 3
Waratah Capital Advisors Ltd. 3
Quantedge Capital Pte Ltd 3
Trust Co Of Toledo Na /oh/ 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
Cortina Asset Management, LLC 3
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 3
ACG Wealth 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
Oarsman Capital, Inc. 3
Oppenheimer Variable Account Funds 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
Winton Capital Management Ltd 3
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 3
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 3
Trustcore Financial Services, Llc 3
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 3
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 3
ACK Asset Management LLC 3
Carolinas Wealth Consulting Llc 3
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 3
Angelo Gordon & Co., L.p. 3
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
Cable Hill Partners, LLC 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Retirement Wealth Solutions LLC 3
Kera Capital Partners, Inc. 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 3
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
Ofi Carlyle Private Credit Fund 3
Six Circles Trust - Six Circles Global Bond Fund 3
Mutual Advisors, LLC 3
Financial Advantage, Inc. 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
Segantii Capital Management Ltd 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
Heritage Wealth Advisors 3
Atlas Private Wealth Advisors 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Santori & Peters, Inc. 3
Tradeworx Inc. 3
Crawford Investment Counsel Inc 3
Taconic Capital Advisors LP 3
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio 3
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 3
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 3
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 3
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 3
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 3
St Germain D J Co Inc 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
Israel Discount Bank of New York 3
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 3
ISAM Funds (UK) Ltd 3
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 3
Santa Fe Partners LLC 3
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 3
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
West Paces Advisors Inc. 3
Gupta Wealth Management LLC 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 3
Grey Fox Wealth Advisors, LLC 3
Delaware Investments Dividend & Income Fund, Inc 3
Tradewinds Capital Management, LLC 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
Advanced Series Trust - Ast Mid-cap Growth Portfolio 3
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 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
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 3
F&C Asset Management plc 3
Column Capital Advisors, LLC 3
Perimeter Capital Partners, LLC 3
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 3
Aristeia Capital Llc 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
Soros Fund Management Llc 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 3
Karpus Management, Inc. 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 3
Hennessy Advisors Inc 3
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 3
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 3
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 3
American Capital Management Inc 3
Investors Research Corp 3
Chilton Capital Management Llc 3
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 3
Whipplewood Advisors, LLC 3
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3