Management 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
Jpmorgan Chase & Co 13
Verition Fund Management LLC 12
Proequities, Inc. 12
Morgan Stanley 12
Barclays Plc 12
Deutsche Bank Ag\ 12
Citigroup Inc 12
Citadel Advisors Llc 12
Vanguard Group Inc 11
Goldman Sachs Group Inc 11
Lazard Asset Management Llc 11
Royal Bank Of Canada 11
Wells Fargo & Company/mn 11
Bank Of America Corp /de/ 11
IFP Advisors, Inc 11
Fmr Llc 11
SG Americas Securities, LLC 11
Stifel Financial Corp 11
Janus Henderson Group Plc 11
New York State Common Retirement Fund 11
Walleye Trading LLC 10
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 10
Ubs Asset Management Americas Inc 10
Manufacturers Life Insurance Company, The 10
Russell Investments Group, Ltd. 10
Voya Investment Management Llc 10
Point72 Asset Management, L.P. 10
Alberta Investment Management Corp 10
Pacer Advisors, Inc. 10
Federated Hermes, Inc. 10
Price T Rowe Associates Inc /md/ 10
Blair William & Co/il 10
Jane Street Group, Llc 10
Capstone Investment Advisors, Llc 10
UBS Group AG 10
Ameriprise Financial Inc 10
Bank Of Montreal /can/ 10
State Street Corp 10
Macquarie Group Ltd 10
Bnp Paribas Arbitrage, Sa 10
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 9
Sei Investments Co 9
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 9
Squarepoint Ops LLC 9
Wolverine Trading, Llc 9
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 9
Trexquant Investment LP 9
Northwestern Mutual Wealth Management Co 9
Dynamic Technology Lab Private Ltd 9
Two Sigma Advisers, Lp 9
Victory Capital Management Inc 9
Legal & General Group Plc 9
Credit Suisse Ag/ 9
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 9
Strs Ohio 9
Norges Bank 9
Pnc Financial Services Group, Inc. 9
Allworth Financial LP 9
Millennium Management Llc 9
Charles Schwab Investment Management Inc 9
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 9
Parallax Volatility Advisers, L.P. 9
Wolverine Asset Management Llc 9
Balyasny Asset Management Llc 9
Quantbot Technologies LP 9
Point72 Hong Kong Ltd 9
Cubist Systematic Strategies, LLC 9
Us Bancorp \de\ 9
Bessemer Group Inc 9
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 9
Rhumbline Advisers 9
D. E. Shaw & Co., Inc. 9
Huntington National Bank 9
BlackRock, Inc. 9
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 9
Federation des caisses Desjardins du Quebec 9
Creative Planning 9
State Board Of Administration Of Florida Retirement System 9
Nisa Investment Advisors, Llc 9
Jefferies Group LLC 9
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 9
Brown Brothers Harriman & Co 9
Northern Trust Corp 9
Gsa Capital Partners Llp 9
Great West Life Assurance Co /can/ 9
Renaissance Technologies Llc 9
Parkside Financial Bank & Trust 9
Centiva Capital, LP 9
Principal Funds Inc 9
Bank of New York Mellon Corp 9
Css Llc/il 9
Tudor Investment Corp Et Al 9
Susquehanna International Group, Llp 9
Signaturefd, Llc 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
Advisor Group Holdings, Inc. 9
Teacher Retirement System Of Texas 9
Captrust Financial Advisors 9
Simplex Trading, Llc 9
Allianz Asset Management GmbH 9
California Public Employees Retirement System 9
Tower Research Capital LLC (TRC) 9
Public Employees Retirement Association Of Colorado 9
Invesco Ltd. 9
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 9
Quadrant Capital Group Llc 9
Public Employees Retirement System Of Ohio 9
Marshall Wace, Llp 9
Rockefeller Capital Management L.P. 9
Metropolitan Life Insurance Co/ny 9
Two Sigma Investments, Lp 9
Dimensional Fund Advisors Lp 9
Engineers Gate Manager LP 9
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 9
Cwm, Llc 8
Advisory Services Network, LLC 8
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 8
Aqr Capital Management Llc 8
Quadrature Capital Ltd 8
Versant Capital Management, Inc 8
Hrt Financial Lp 8
Vanguard World Fund 8
Oxford Asset Management Llp 8
BlackRock Investment Management, LLC 8
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 8
Qube Research & Technologies Ltd 8
Allspring Global Investments Holdings, LLC 8
Exchange Traded Concepts, Llc 8
Zurcher Kantonalbank (Zurich Cantonalbank) 8
Virtu Financial LLC 8
Hsbc Holdings Plc 8
Global Retirement Partners, LLC 8
Los Angeles Capital Management Llc 8
Amalgamated Bank 8
State of Tennessee, Treasury Department 8
Prelude Capital Management, Llc 8
American Century Companies Inc 8
O'shaughnessy Asset Management, Llc 8
Voloridge Investment Management, Llc 8
California State Teachers Retirement System 8
State Of Wisconsin Investment Board 8
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 8
Oppenheimer & Co Inc 8
Oppenheimer Asset Management Inc. 8
Walleye Capital LLC 8
Assetmark, Inc 8
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 8
XTX Topco Ltd 8
Geode Capital Management, Llc 8
Bayesian Capital Management, LP 8
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 8
Arrowstreet Capital, Limited Partnership 8
Ladenburg Thalmann Financial Services Inc 8
BlackRock Advisors LLC 8
Comerica Bank 8
Advisor Group, Inc. 8
Teachers Advisors, Llc 8
Raymond James & Associates 8
Campbell & CO Investment Adviser LLC 8
Tiaa Cref Investment Management Llc 8
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 8
Lindbrook Capital, Llc 8
PEAK6 Investments LLC 8
Mackenzie Financial Corp 8
BlackRock Fund Advisors 8
Parametric Portfolio Associates Llc 8
A.R.T. Advisors, LLC 8
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 8
Parallel Advisors, LLC 8
Principal Financial Group Inc 8
Fifth Third Bancorp 8
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 8
Nuveen Asset Management, LLC 8
HighTower Advisors, LLC 8
Alliancebernstein L.p. 8
Nationwide Fund Advisors 8
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 8
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 8
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 8
Glenmede Trust Co Na 8
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 8
Panagora Asset Management Inc 8
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 8
Healthcare Of Ontario Pension Plan Trust Fund 8
Envestnet Asset Management Inc 8
American International Group, Inc. 8
Wellington Management Group Llp 8
Group One Trading, L.p. 8
Russell Frank Co/ 8
Cutler Group LP 8
PEAK6 Investments, L.P. 8
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 8
MetLife Investment Management, LLC 8
Aquatic Capital Management LLC 8
Gabelli Funds Llc 8
Jacobs Levy Equity Management, Inc 8
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 8
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 8
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
First Trust Advisors Lp 8
FDx Advisors, Inc. 8
Natixis 8
Prudential Financial Inc 8
Covestor Ltd 8
Loomis Sayles & Co L P 8
Marshall Wace North America L.P. 8
M&t Bank Corp 8
State of Wyoming 8
BlackRock Institutional Trust Company, N.A. 8
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 8
EverSource Wealth Advisors, LLC 8
Swiss National Bank 8
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 8
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
Neuberger Berman Group LLC 7
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 7
LPL Financial LLC 7
Highbridge Capital Management Llc 7
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 7
Massmutual Trust Co Fsb/adv 7
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 7
Schonfeld Strategic Advisors LLC 7
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 7
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 7
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 7
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 7
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 7
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 7
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 7
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 7
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 7
KBC Group NV 7
Royce & Associates Lp 7
First Horizon Advisors, Inc. 7
Private Trust Co Na 7
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 7
Susquehanna Fundamental Investments, Llc 7
Thrivent Financial For Lutherans 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 7
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 7
Tiaa-cref Funds 7
Clear Street Markets Llc 7
Cnh Partners Llc 7
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 7
NEXT Financial Group, Inc 7
Jump Financial, LLC 7
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 7
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 7
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 7
Regions Financial Corp 7
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 7
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 7
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 7
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 7
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 7
SRS Capital Advisors, Inc. 7
Nomura Asset Management Co Ltd 7
State of New Jersey Common Pension Fund D 7
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 7
Jennison Associates Llc 7
Bell Investment Advisors, Inc 7
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 7
Polar Asset Management Partners Inc. 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 7
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 7
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 7
Aperio Group, LLC 7
ExodusPoint Capital Management, LP 7
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 7
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 7
PDT Partners, LLC 7
Schubert & Co 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 7
JustInvest LLC 7
Winton Capital Group Ltd 7
CENTRAL TRUST Co 7
Ameritas Investment Partners, Inc. 7
Sterling Capital Management LLC 7
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 7
Quantinno Capital Management LP 7
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 7
SJS Investment Consulting Inc. 7
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 7
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 7
AdvisorNet Financial, Inc 7
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 7
Mackay Shields Llc 7
Landscape Capital Management, L.l.c. 7
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 7
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 7
United Services Automobile Association 7
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 7
William Blair Investment Management, Llc 7
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 7
Franklin Resources Inc 7
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 7
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 7
Monarch Partners Asset Management LLC 7
Caption Management, LLC 7
CIBC Private Wealth Group, LLC 7
NumerixS Investment Technologies Inc 7
Amalgamated Financial Corp. 7
Mirae Asset Global Investments Co., Ltd. 7
Evoke Wealth, Llc 7
Ubs Ag 7
Mercer Global Advisors Inc /adv 7
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 7
Meeder Asset Management Inc 7
Algert Global Llc 7
Ellington Management Group Llc 7
Pinnacle Wealth Planning Services, Inc. 7
Ronald Blue Trust, Inc. 7
Natixis Advisors, L.p. 7
Acrospire Investment Management LLC 7
Paloma Partners Management Co 7
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 7
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 7
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 7
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 7
Nomura Holdings Inc 7
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 7
State of Alaska, Department of Revenue 7
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 7
Valeo Financial Advisors, LLC 7
Connor, Clark & Lunn Investment Management Ltd. 7
Belpointe Asset Management LLC 7
Steward Partners Investment Advisory, Llc 7
Kcg Holdings, Inc. 7
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 7
Schroder Investment Management Group 7
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 7
IWV - iSHARES TRUST - iShares Russell 3000 ETF 7
Seven Eight Capital, Lp 7
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 7
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 7
Piedmont Investment Advisors Llc 7
Suntrust Banks Inc 7
Quantitative Systematic Strategies LLC 7
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 7
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 7
Y-Intercept (Hong Kong) Ltd 7
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7
NOSGX - Northern Funds - Northern Small Cap Value Fund 7
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 7
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 7
Capital Fund Management S.a. 7
Acadian Asset Management Llc 7
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 7
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 7
Synovus Financial Corp 7
Eaton Vance Management 7
Magnetar Financial LLC 7
Harbour Investments, Inc. 7
Eaton Vance Ltd Duration Income Fund 7
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 7
Optiver Holding B.V. 7
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 7
PENN SERIES FUNDS INC - International Equity Fund 7
Putnam Investments Llc 7
Atria Investments Llc 7
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 7
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 7
Thompson Davis & Co., Inc. 7
Truist Financial Corp 7
Calamos Advisors LLC 7
BlackRock Group LTD 7
ProShare Advisors LLC 7
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 7
Man Group plc 7
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 7
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 7
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 7
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 7
Skandinaviska Enskilda Banken AB (publ) 7
Vanguard Index Funds 7
Guggenheim Capital Llc 7
Massachusetts Financial Services Co /ma/ 7
Laurion Capital Management LP 7
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 7
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
GAM Holding AG 6
Bogle Investment Management L P /de/ 6
Vestcor Inc 6
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 6
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 6
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 6
Maverick Capital Ltd 6
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 6
Td Asset Management Inc 6
Gotham Asset Management, LLC 6
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 6
Blueshift Asset Management, LLC 6
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 6
Rice Hall James & Associates, Llc 6
Soros Fund Management Llc 6
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 6
ETRADE Capital Management LLC 6
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 6
Hbk Investments L P 6
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 6
Spire Wealth Management 6
Ensign Peak Advisors, Inc 6
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 6
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 6
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 6
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 6
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 6
Baird Financial Group, Inc. 6
First Republic Investment Management, Inc. 6
TCI Wealth Advisors, Inc. 6
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 6
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 6
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 6
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 6
Quantamental Technologies LLC 6
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 6
Mariner, LLC 6
MUFG Americas Holdings Corp 6
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 6
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 6
Janney Montgomery Scott LLC 6
Berman Capital Advisors, LLC 6
Cetera Investment Advisers 6
Orion Portfolio Solutions, LLC 6
Caxton Associates Lp 6
Carroll Financial Associates, Inc. 6
Farther Finance Advisors, LLC 6
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
EAM Investors, LLC 6
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 6
Alphacrest Capital Management Llc 6
Twinbeech Capital Lp 6
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 6
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 6
Benjamin F. Edwards & Company, Inc. 6
Pathstone Family Office, Llc 6
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
Quarry LP 6
King Luther Capital Management Corp 6
New York State Teachers Retirement System 6
Emerald Acquisition Ltd. 6
Old Mission Capital Llc 6
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 6
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 6
Fred Alger Management, Llc 6
Dupont Capital Management Corp 6
Summit Global Investments 6
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 6
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6
IWM - iSHARES TRUST - iShares Russell 2000 ETF 6
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 6
Amundi Pioneer Asset Management Inc 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
Nordea Investment Management Ab 6
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 6
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 6
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6
Retirement Systems of Alabama 6
Crossmark Global Holdings, Inc. 6
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 6
ClariVest Asset Management LLC 6
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 6
Teachers Retirement System Of The State Of Kentucky 6
Pearl River Capital, LLC 6
TimesSquare Capital Management, LLC 6
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 6
Ergoteles LLC 6
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 6
Park West Asset Management LLC 6
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 6
DekaBank Deutsche Girozentrale 6
QS Investors, LLC 6
Arizona State Retirement System 6
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 6
Advisors Asset Management, Inc. 6
Brown Advisory Inc 6
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 6
Money Concepts Capital Corp 6
Managed Account Advisors Llc 6
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 6
Holocene Advisors, LP 6
Hillsdale Investment Management Inc. 6
GAMMA Investing LLC 6
Oppenheimer Funds Inc 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 6
GABELLI & Co INVESTMENT ADVISERS, INC. 6
Eventide Asset Management, Llc 6
Axa S.a. 6
Weld Capital Management Llc 6
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 6
Graham Capital Management, L.P. 6
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 6
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 6
Vanguard Explorer Fund 6
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 6
Bank Of Nova Scotia 6
Lombard Odier Asset Management (USA) Corp 6
FORA Capital, LLC 6
Castleark Management Llc 6
Manchester Capital Management LLC 6
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 6
Aigen Investment Management, Lp 6
VDAFX - VALIC Co I - Dynamic Allocation Fund 6
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
Summit Trail Advisors, Llc 6
Rehmann Capital Advisory Group 6
Jfs Wealth Advisors, Llc 6
Teza Capital Management LLC 6
Boothbay Fund Management, Llc 6
American Portfolios Advisors 6
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 6
Wealthspire Advisors, L.P. 6
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 6
Yousif Capital Management, Llc 6
Hartland & Co., LLC 6
Skopos Labs, Inc. 6
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 6
NSIDX - Northern Funds - Northern Small Cap Index Fund 6
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 6
Proficio Capital Partners LLC 6
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 6
Toronto Dominion Bank 6
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 6
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 6
Vanguard Whitehall Funds 6
Asset Management One Co., Ltd. 6
LMR Partners LLP 6
Mutual Of America Capital Management Llc 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
Pictet Asset Management Sa 6
OMERS ADMINISTRATION Corp 6
MUFG Securities EMEA plc 6
Jefferies Financial Group Inc. 6
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 6
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 6
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 6
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Cullen/frost Bankers, Inc. 6
GWM Advisors LLC 6
Spark Investment Management LLC 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 6
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 6
Diversified Trust Co 6
SLPIX - Profunds - Small-cap Profund Investor Class 6
Fox Run Management, L.l.c. 6
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 6
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 6
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 6
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 6
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 6
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 6
Weiss Multi-Strategy Advisers LLC 6
Concord Wealth Partners 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 6
College Retirement Equities Fund 6
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 6
Occudo Quantitative Strategies Lp 6
Glassman Wealth Services 6
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 6
HAP Trading, LLC 6
Clearbridge Investments, LLC 6
Amundi 6
Mason Street Advisors, Llc 6
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 6
Dark Forest Capital Management Lp 6
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 6
BlueCrest Capital Management Ltd 6
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 6
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 6
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 6
PENN SERIES FUNDS INC - Small Cap Index Fund 5
New York Life Investment Management Llc 5
Agf Investments Inc. 5
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 5
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 5
Alps Advisors Inc 5
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 5
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 5
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 5
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 5
GGBFX - GuideStone Funds - Global Bond Fund Investor 5
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 5
FNY Managed Accounts LLC 5
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 5
Capital World Investors 5
Sunriver Management LLC 5
Stevens Capital Management Lp 5
Pictet Asset Management Ltd 5
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 5
Jones Financial Companies Lllp 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5
Profund Advisors Llc 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
Corebridge Financial, Inc. 5
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 5
Petrus Trust Company, LTA 5
Blackrock Ltd Duration Income Trust 5
Blackrock Credit Allocation Income Trust 5
EntryPoint Capital, LLC 5
AE Wealth Management LLC 5
Blackrock Corporate High Yield Fund, Inc. 5
Blackrock Core Bond Trust 5
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 5
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 5
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 5
First Quadrant L P/ca 5
Cordant, Inc. 5
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 5
Cornercap Investment Counsel Inc 5
Ellevest, Inc. 5
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 5
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 5
AHL Partners LLP 5
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 5
Cadence Capital Management Llc 5
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 5
Oregon Public Employees Retirement Fund 5
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 5
Hanseatic Management Services Inc 5
Handelsbanken Fonder AB 5
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 5
Sofos Investments, Inc. 5
USA Financial Portformulas Corp 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 5
Vantage Consulting Group Inc 5
Paradigm Asset Management Co Llc 5
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5
Altshuler Shaham Ltd 5
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 5
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 5
Disciplined Investments, LLC 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
Moore Capital Management, Lp 5
Shell Asset Management Co 5
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 5
Tfs Capital Investment Trust 5
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
Blackrock Multi-sector Income Trust 5
Guggenheim Active Allocation Fund 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
Royce Value Trust Inc 5
WealthTrust-Arizona, LLC 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
Great Lakes Advisors, Llc 5
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 5
Cresset Asset Management, LLC 5
Steward Financial Group LLC 5
Bridgefront Capital, LLC 5
CIBC Asset Management Inc 5
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 5
Tokio Marine Asset Management Co Ltd 5
Raymond James Financial Inc 5
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 5
Ing Groep Nv 5
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 5
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 5
Numeric Investors Llc 5
FIL Ltd 5
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
Vanguard Horizon Funds 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
Stone Ridge Asset Management LLC 5
APG Asset Management N.V. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 5
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 5
Private Capital Group, LLC 5
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 5
Cornerstone Capital Management Holdings Llc. 5
Cambridge Investment Research Advisors, Inc. 5
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 5
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 5
Snowden Capital Advisors LLC 5
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 5
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 5
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 5
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
Assenagon Asset Management S.A. 5
SBI Securities Co., Ltd. 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 5
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 5
Sunbelt Securities, Inc. 5
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 5
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 5
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 5
First Mercantile Trust Co 5
Grantham, Mayo, Van Otterloo & Co. LLC 5
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 5
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 5
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 5
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 5
We Are One Seven, LLC 5
FLDFX - Meeder Funds - BALANCED FUND Retail Class 5
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 5
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 5
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 5
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
Palisade Capital Management Llc/nj 5
Alyeska Investment Group, L.P. 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5
Umb Bank N A/mo 5
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 5
Flagship Harbor Advisors, Llc 5
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 5
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 5
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 5
Robeco Institutional Asset Management B.V. 5
Vantagepoint Funds 5
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 5
Winton Diversified Opportunities Fund 5
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 5
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 5
Menta Capital Llc 5
Raymond James Financial Services Advisors, Inc. 5
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
Cinctive Capital Management LP 5
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 5
IndexIQ Advisors LLC 5
Adage Capital Partners Gp, L.l.c. 5
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 5
Pentwater Capital Management LP 5
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 5
Avion Wealth 5
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
MetLife Securities, Inc 5
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 5
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 5
Cipher Capital LP 5
Carolinas Wealth Consulting Llc 5
Sawtooth Solutions, LLC 5
Clinton Group Inc 5
Moody National Bank Trust Division 5
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5
GW&K Investment Management, LLC 5
State Farm Mutual Fund Trust 5
Ethic Inc. 5
Ibex Investors LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 5
Woodline Partners LP 5
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 5
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 5
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 5
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 5
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 5
Larson Financial Group LLC 5
Wipfli Financial Advisors Llc, 5
Profunds - Profund Vp Ultrasmall-cap 5
Hartford Mutual Funds Inc/ct 5
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
UMA Financial Services, Inc. 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 5
State Farm Variable Product Trust 5
Lombard Odier Asset Management (Switzerland) SA 5
CIBC Bancorp USA Inc. 5
Driehaus Capital Management Llc 5
National Bank Of Canada /fi/ 5
Intech Investment Management Llc 5
Howe & Rusling Inc 5
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 5
C M Bidwell & Associates Ltd 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
Eagle Asset Management Inc 5
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 5
Van Eck Associates Corp 5
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 5
Airain ltd 5
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 5
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 5
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 5
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 5
AMP Capital Investors Ltd 5
MERVX - MERGER FUND VL - The Merger Fund VL 5
Alpine Global Management, LLC 5
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 5
Mv Capital Management, Inc. 5
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5
Profunds - Profund Vp Oil & Gas 5
BNP Paribas Asset Management Holding S.A. 5
Martingale Asset Management L P 5
Ameritas Investment Corp 5
Winslow, Evans & Crocker, Inc. 5
Prescott Group Capital Management, L.l.c. 5
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 5
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 5
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
Whittier Trust Co 5
Kennedy Capital Management, Inc. 5
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 5
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 5
Vident Investment Advisory, LLC 5
Fuller & Thaler Asset Management, Inc. 5
Duality Advisers, Lp 5
Zacks Investment Management 5
Virginia Retirement Systems Et Al 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
Janus Capital Management Llc 5
Venturi Wealth Management, LLC 5
Nine Chapters Capital Management LLC 5
Hutchin Hill Capital, LP 5
Water Island Capital Llc 5
Etf Managers Group, Llc 5
Advisory Research Inc 5
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 5
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 5
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 5
Principal Securities, Inc. 5
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 5
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 5
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 5
Bokf, Na 5
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 5
Private Wealth Management Group, LLC 5
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 5
Canada Pension Plan Investment Board 5
Harvest Fund Management Co., Ltd 5
Maryland State Retirement & Pension System 5
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 5
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 5
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 5
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
CI Private Wealth, LLC 5
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 5
True Wealth Design, LLC 5
Point72 Middle East FZE 5
Quest Partners LLC 5
First Hawaiian Bank 5
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 5
Citizens Financial Group Inc/ri 5
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 5
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 5
Toroso Investments, LLC 5
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 5
ArrowMark Colorado Holdings LLC 5
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 5
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5
Bailard, Inc. 5
Plante Moran Financial Advisors, LLC 5
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 5
Rothschild Investment Llc 5
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 5
Smartleaf Asset Management LLC 5
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 5
GIMFX - GMO TRUST - GMO Implementation Fund 5
Bridgeway Capital Management Inc 5
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 5
First Manhattan Co 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 5
Capital Advisors, Ltd. LLC 5
Gamco Investors, Inc. Et Al 5
Sciencast Management LP 5
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 5
Profunds - Profund Vp Small-cap 5
Johnson Financial Group, Inc. 5
Root Financial Partners, LLC 5
BlackRock Japan Co. Ltd 5
NewSquare Capital LLC 4
Treasurer of the State of North Carolina 4
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 4
Hemington Wealth Management 4
MARSHALL WACE ASIA Ltd 4
Crestline Management, LP 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
Coldstream Capital Management Inc 4
Xact Kapitalforvaltning AB 4
Fieldpoint Private Securities, LLC 4
Veriti Management LLC 4
Brookfield Asset Management Inc. 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 4
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 4
Vontobel Holding Ltd. 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 4
Alpha DNA Investment Management LLC 4
Keybank National Association/oh 4
Echo Street Capital Management LLC 4
Daiwa Securities Group Inc. 4
D.a. Davidson & Co. 4
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
FineMark National Bank & Trust 4
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 4
Private Advisor Group, LLC 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
Yakira Capital Management, Inc. 4
Bartlett & Co. LLC 4
Humankind Benefit Corp - Humankind US Stock ETF 4
Shay Capital LLC 4
Kayne Anderson Rudnick Investment Management Llc 4
Princeton Alpha Management LP 4
Parkwood LLC 4
Continuum Advisory, LLC 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 4
Sargent Bickham Lagudis LLC 4
Kornitzer Capital Management Inc /ks 4
RBF Capital, LLC 4
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 4
Smith Asset Management Group Lp 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 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
Bb&t Investment Services, Inc. 4
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 4
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 4
Sandy Spring Bank 4
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
Claris Advisors, Llc / Mo / 4
Capital Performance Advisors Llp 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
GHP Investment Advisors, Inc. 4
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 4
Yarbrough Capital, LLC 4
Congress Wealth Management LLC / DE / 4
Harbor Capital Advisors, Inc. 4
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 4
Globeflex Capital L P 4
Donoghue Forlines LLC 4
Checchi Capital Advisers, LLC 4
CoreCap Advisors, LLC 4
CenterBook Partners LP 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 4
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 4
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 4
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 4
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 4
Pitcairn Co 4
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 4
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 4
Birch Grove Capital LP 4
Advanced Series Trust - Ast Small-cap Growth Portfolio 4
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 4
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 4
Quent Capital, LLC 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 4
Mint Tower Capital Management B.V. 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 4
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 4
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 4
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 4
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 4
Flinton Capital Management LLC 4
Boston Partners 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 4
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4
Tcwp Llc 4
BRYN MAWR TRUST Co 4
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 4
Washington Trust Bank 4
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 4
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 4
Vise Technologies, Inc. 4
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
Hantz Financial Services, Inc. 4
Penserra Capital Management LLC 4
IWB - iSHARES TRUST - iShares Russell 1000 ETF 4
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 4
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 4
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 4
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 4
Brevan Howard Capital Management LP 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
Ground Swell Capital, LLC 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 4
Davidson Kempner Capital Management Lp 4
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 4
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 4
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 4
Raymond James Trust N.a. 4
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 4
Waddell & Reed Financial Inc 4
Standard Life Aberdeen plc 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
Hancock Whitney Corp 4
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 4
Evergreen Capital Management Llc 4
SYSTM Wealth Solutions LLC 4
Axq Capital, Lp 4
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4
Nicholas Investment Partners, LP 4
Mckinley Capital Management Llc /delaware 4
PineBridge Investments, L.P. 4
Headlands Technologies LLC 4
Sherbrooke Park Advisers Llc 4
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 4
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 4
National Asset Management, Inc. 4
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 4
Simon Quick Advisors, Llc 4
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 4
Courage Capital Management Llc 4
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 4
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 4
Visium Asset Management, LP 4
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 4
Invictus RG 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
Empowered Funds, LLC 4
TIG Advisors, LLC 4
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 4
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 4
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 4
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 4
Fort, L.p. 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
RMB Capital Management, LLC 4
Nbc Securities, Inc. 4
Annis Gardner Whiting Capital Advisors, LLC 4
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 4
Qrg Capital Management, Inc. 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
Vident Advisory, LLC 4
Pictet Asset Management Holding SA 4
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 4
Northwestern Mutual Investment Management Company, Llc 4
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4
Bruce G. Allen Investments, LLC 4
Zions Bancorporation 4
Twin Peaks Wealth Advisors, LLC 4
Oberweis Asset Management Inc/ 4
Argent Capital Management Llc 4
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
Harvest Management Llc 4
Nicholas Company, Inc. 4
Cerity Partners LLC 4
Bartlett & Co. Wealth Management Llc 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 4
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 4
Twin Tree Management, LP 4
Pathstone Holdings, LLC 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4
Entropy Technologies, LP 4
nVerses Capital, LLC 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 4
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 4
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 4
Trellus Management Company, LLC 4
Pier Capital, LLC 4
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 4
Enterprise Financial Services Corp 4
Invesco High Income Trust Ii 4
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 4
Two Sigma Securities, Llc 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 4
Invesco Bond Fund 4
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 4
Point72 (DIFC) Ltd 4
Global Financial Private Client, LLC 4
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 4
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 4
Texas Permanent School Fund 4
Public Sector Pension Investment Board 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
Td Private Client Wealth Llc 4
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 4
Point72 Asia (Singapore) Pte. Ltd. 4
Denver Investment Advisors Llc 4
Pine River Capital Management L.P. 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 4
Ropes Wealth Advisors Llc 4
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 4
Pnc Funds 4
Aster Capital Management (DIFC) Ltd 4
Catalyst Funds Management Pty Ltd 4
Virtus Investment Advisers, Inc. 4
Erste Asset Management GmbH 4
Prospera Financial Services Inc 4
Mather Group, Llc. 4
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 4
Highland Capital Management Fund Advisors, L.p. 4
Elk Creek Partners, LLC 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 4
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
Sierra Ocean, Llc 4
Capula Management Ltd 4
First Personal Financial Services 4
Institutional & Family Asset Management, Llc 4
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 4
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 4
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 4
Klp Kapitalforvaltning As 4
Police & Firemen's Retirement System of New Jersey 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 4
Congress Asset Management Co /ma 4
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 4
Hudson Bay Capital Management LP 4
Caitong International Asset Management Co., Ltd 4
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 4
DRW Securities, LLC 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 4
Clearline Capital LP 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 4
Endurant Capital Management LP 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 4
Riverhead Capital Management Llc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
Harbor Investment Advisory, Llc 4
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 4
High Income Opportunities Portfolio - High Income Opportunities Portfolio 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 4
Friess Associates Llc 4
Bridgewater Associates, LP 4
Nuveen, LLC 4
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 4
VTL Associates, LLC 4
SECOR Capital Advisors, LP 4
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 4
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 4
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 4
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 4
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 4
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 4
Farmers & Merchants Investments Inc 4
Balter Liquid Alternatives, LLC 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 4
Jane Street Holding, LLC 4
Eqis Capital Management, Inc. 4
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 4
Employees Retirement System of Texas 4
Cable Hill Partners, LLC 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
MAI Capital Management 4
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 4
Independent Advisor Alliance 4
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 4
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 4
Louisiana State Employees Retirement System 4
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 4
Calvert Investment Management, Inc. 4
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 4
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 4
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 4
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 4
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 4
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 4
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 4
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 4
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 4
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 4
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 4
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 4
BFOR - ALPS ETF Trust - Barron's 400 ETF 4
Alpha Windward Llc 4
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 4
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 4
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 4
VCSLX - VALIC Co I - Small Cap Index Fund 4
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 4
VCSMX - VALIC Co I - Small Cap Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 4
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 4
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 4
Forum Funds 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 4
Glen Harbor Capital Management LLC 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 4
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 4
Alliancebernstein Global High Income Fund Inc 4
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 4
Cortina Asset Management, LLC 4
Systematic Financial Management Lp 4
Putnam Master Intermediate Income Trust 4
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 4
Versor Investments LP 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
Capital Research Global Investors 4
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 4
Putnam Premier Income Trust 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 4
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 4
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 4
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 4
Seacrest Wealth Management, Llc 4
Ubs Oconnor Llc 4
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 4
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 4
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 4
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 4
Avantax Planning Partners, Inc. 4
Copper Rock Capital Partners, LLC 4
Illinois Municipal Retirement Fund 4
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 4
Ancora Advisors, LLC 4
Tibra Equities Europe Ltd 4
Banque Cantonale Vaudoise 4
Toth Financial Advisory Corp 4
Crewe Advisors LLC 4
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
Icon Wealth Partners, LLC 4
Delpha Capital Management, Llc 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
Baker Avenue Asset Management, LP 4
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 4
Wedge Capital Management L L P/nc 4
Carlson Capital L P 4
Old National Bancorp /in/ 4
Parametrica Management Ltd 4
CWM Advisors, LLC 4
Brasada Capital Management, Lp 4
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 4
One Wealth Advisors, LLC 4
BI Asset Management Fondsmaeglerselskab A/S 4
RidgeWorth Capital Management LLC 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
CAPROCK Group, Inc. 4
Northern Trust Co Of Connecticut 4
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 4
Rsm Us Wealth Management Llc 4
Ci Investments Inc. 4
Weiss Strategic Interval Fund 4
FNY Investment Advisers, LLC 4
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 4
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
SOUTH STATE Corp 4
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 4
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 4
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 4
Oak Ridge Investments Llc 4
LS Investment Advisors, LLC 4
Essex Investment Management Co Llc 4
Park Avenue Securities Llc 4
CIBC World Markets Inc. 4
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 4
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4
Karp Capital Management Corp 4
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 4
Stephens Inc /ar/ 4
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 4
Sowell Financial Services LLC 4
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 4
Patriot Financial Group Insurance Agency, LLC 4
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 4
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 4
FinTrust Capital Advisors, LLC 4
Westchester Capital Management, LLC 4
Stratos Wealth Partners, LTD. 4
Lord, Abbett & Co. Llc 4
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
Picton Mahoney Asset Management 4
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 4
Townsquare Capital Llc 4
Sepio Capital, LP 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 4
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 4
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 4
Innealta Capital, Llc 4
Irish Life Investment Managers Ltd. 4
First Horizon Corp 4
Barings Llc 4
Neo Ivy Capital Management 4
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 4
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 4
Financial Management Professionals, Inc. 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 4
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 4
Hexagon Capital Partners LLC 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
Assured Investment Management LLC 4
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 4
Bb&t Securities, Llc 4
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 4
DeepCurrents Investment Group LLC 4
Anson Funds Management LP 4
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 3
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
Dean Investment Associates, Llc 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
Dean Capital Management 3
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 3
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 3
Voss Capital, LLC 3
Alambic Investment Management, L.P. 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
Planning Capital Management Corp 3
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 3
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 3
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 3
Bardin Hill Management Partners Lp 3
Tlp Group Llc 3
Amerivest Investment Management LLC 3
NewEdge Wealth, LLC 3
Scientech Research LLC 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
Wcm Investment Management, Llc 3
Stanley-Laman Group, Ltd. 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
Vestmark Advisory Solutions, Inc. 3
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 3
International Assets Investment Management, Llc 3
United Capital Financial Advisers, Llc 3
Artisan Partners Limited Partnership 3
Guardian Wealth Advisors, LLC 3
Profunds - Profund Vp Health Care 3
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 3
Washington Capital Management Inc 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
Oppenheimer Etf Trust 3
Next Financial Holdings 3
Sachetta, LLC 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
Wealth Enhancement Advisory Services, Llc 3
Tsfg, Llc 3
Salomon & Ludwin, LLC 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
Westfield Capital Management Co Lp 3
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 3
Profunds - Profund Vp Small-cap Growth 3
Point72 Europe (London) LLP 3
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 3
Delta Asset Management Llc/tn 3
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 3
Clearbridge, Llc 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 3
Bare Financial Services, Inc 3
DiNuzzo Private Wealth, Inc. 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 3
Aviva Plc 3
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 3
Weaver C. Barksdale & Associates, Inc. 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 3
Mitchell & Pahl Private Wealth, Llc 3
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 3
Bellevue Group AG 3
Tompkins Financial Corp 3
Riverbridge Partners Llc 3
Absolute Return Capital, LLC 3
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3
Usaa Etf Trust 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 3
Fortitude Family Office, LLC 3
Cary Street Partner Investment Advisory Llc 3
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 3
Front Row Advisors LLC 3
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 3
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 3
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 3
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 3
Chevy Chase Trust Holdings, Inc. 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 3
TD Waterhouse Canada Inc. 3
Sutton Wealth Advisors Inc. 3
Sageworth Trust Co 3
Advent Capital Management /de/ 3
AGF Investments LLC 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
DC Investments Management, LLC 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
Syon Capital Llc 3
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 3
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 3
Gabelli Dividend & Income Trust 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
Freestone Capital Holdings, LLC 3
VCGAX - VALIC Co I - Growth & Income Fund 3
Conestoga Capital Advisors, LLC 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
Rhenman & Partners Asset Management AB 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 3
Blackrock Debt Strategies Fund, Inc. 3
Bollard Group LLC 3
Wetherby Asset Management Inc 3
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 3
Barnett & Company, Inc. 3
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 3
Polar Capital LLP 3
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 3
Garde Capital, Inc. 3
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 3
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 3
Lighthouse Investment Partners, LLC 3
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 3
Pura Vida Investments, Llc 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
Deerfield Management Company, L.p. (series C) 3
Epoch Investment Partners, Inc. 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
UniSuper Management Pty Ltd 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
Rock Creek Group, LP 3
Allianzgi Convertible & Income 2024 Target Term Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 3
Alpine Associates Management Inc. 3
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 3
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 3
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 3
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 3
1492 Capital Management LLC 3
Peregrine Capital Management Llc 3
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 3
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 3
Allianzgi Convertible & Income Fund Ii 3
Allianzgi Convertible & Income Fund 3
Independent Franchise Partners LLP 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
GPS Wealth Strategies Group, LLC 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 3
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 3
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 3
Capstone Asset Management Co 3
Paradigm Capital Management Inc/ny 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
Invictus RG Pte. Ltd. 3
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
Wealthspire Advisors, LLC 3
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 3
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 3
M&g Investment Management Ltd 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
Aaron Wealth Advisors LLC 3
Tcw Group Inc 3
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 3
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 3
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 3
JIHDX - John Hancock Funds II - High Yield Fund Class 1 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 3
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 3
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 3
Vanguard Morgan Growth Fund 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 3
Tekla Capital Management LLC 3
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 3
Integrated Investment Consultants, LLC 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 3
Mazama Capital Management Inc 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
Sumitomo Mitsui Trust Holdings, Inc. 3
Securian Asset Management, Inc 3
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 3
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 3
P Schoenfeld Asset Management Lp 3
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 3
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 3
Riverview Trust Co 3
Cornerstone Advisors, Inc. 3
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 3
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 3
Commonwealth Bank Of Australia 3
W.G. Shaheen & Associates DBA Whitney & Co 3
Financial Consulate, Inc 3
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 3
Curian Capital Llc 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
Scout Investments, Inc. 3
Catalyst Capital Advisors LLC 3
Pier 88 Investment Partners Llc 3
Six Circles Trust - Six Circles Credit Opportunities Fund 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
Rafferty Asset Management, LLC 3
Curi Wealth Management, LLC 3
RK Capital Management, LLC 3
Tyers Asset Management LLC 3
EULAV Asset Management 3
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 3
Voleon Capital Management Lp 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 3
Lmcg Investments, Llc 3
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
Knights of Columbus Asset Advisors LLC 3
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 3
Neuburgh Advisers LLC 3
Cibc World Markets Corp 3
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 3
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 3
Numerai GP LLC 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 3
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 3
Atlas Private Wealth Advisors 3
Cornerstone Planning Group LLC 3
Thornburg Investment Management Inc 3
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 3
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 3
Inceptionr Llc 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
Contravisory Investment Management, Inc. 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
Cooper Creek Partners Management Llc 3
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
Atlantic Trust, LLC 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 3
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 3
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 3
Icon Advisers Inc/co 3
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 3
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 3
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 3
Silvercrest Asset Management Group Llc 3
Portolan Capital Management, LLC 3
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 3
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 3
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 3
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
Mendota Financial Group, LLC 3
Glazer Capital, Llc 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 3
Turner Investments, L.p. 3
Ellsworth Growth & Income Fund Ltd 3
Zions Bancorporation, N.A. 3
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 3
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 3
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 3
Clark Estates Inc/ny 3
Prestige Wealth Management Group LLC 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
FNY Partners Fund LP 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 3
Earnest Partners Llc 3
SkyView Investment Advisors, LLC 3
Westwood Holdings Group Inc 3
Moneta Group Investment Advisors Llc 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
Bamco Inc /ny/ 3
Millrace Asset Group, Inc. 3
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 3
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
Segall Bryant & Hamill, Llc 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
Lenox Wealth Advisors, LLC 3
Commerce Bank 3
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
Denali Advisors Llc 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 3
Osterweis Capital Management Inc 3
Alaska Permanent Fund Corp 3
Arete Wealth Advisors, LLC 3
Verdence Capital Advisors LLC 3
Advisor Partners Ii, Llc 3
Schechter Investment Advisors, LLC 3
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 3
Capital International Investors 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
CenterStar Asset Management, LLC 3
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 3
IBM Retirement Fund 3
Aua Capital Management, Llc 3
Retirement Group, LLC 3
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 3
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 3
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 3
Sio Capital Management, LLC 3
Sterling Investment Advisors, Ltd. 3
Smithfield Trust Co 3
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
Iridian Asset Management Llc/ct 3
Atlanta Capital Management Co L L C 3
Lucus Advisors Llc 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
Commonwealth Equity Services, Llc 3
Whittier Trust Co Of Nevada Inc 3
Centaurus Financial, Inc. 3
AtonRa Partners 3
Private Advisors, LLC 3
Redwood Investment Management, Llc 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
Marks Group Wealth Management, Inc 3
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 3
Anfield Capital Management, LLC 3
FEDERATED CORE TRUST - High Yield Bond Portfolio 3
Eversept Partners, LP 3
Carillon Tower Advisers, Inc. 3
Patten Group, Inc. 3
Keebeck Alpha, LP 3
Frontier Capital Management Co Llc 3
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3
Capital One, National Association 3
Wealth Alliance 3
Albion Financial Group /ut 3
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 3
Wealthcare Capital Management Llc 3
Kaizen Advisory, Llc 3
Financial Gravity Companies, Inc. 3
Gdl Fund 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 3
Lunia Capital Lp 3
HN Saltoro Capital, LP 3
First Capital Advisors Group, LLC. 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
Friedenthal Financial 3
Continental Advisors Llc 3
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 3
Moody Lynn & Lieberson, Llc 3
Monashee Investment Management LLC 3
Cigna Investments Inc /new 3
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 3
Kanaly Trust Co 3
Gyon Technologies Capital Management, LP 3
Waratah Capital Advisors Ltd. 3
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 3
Fortitude Advisory Group L.L.C. 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
Column Capital Advisors, LLC 3
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3
Snyder Capital Management L P 3
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 3
EHP Funds Inc. 3
Hotchkis & Wiley Capital Management Llc 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
Allianzgi Equity & Convertible Income Fund 3
Gradient Investments LLC 3
Vivaldi Asset Management, LLC 3
Gupta Wealth Management LLC 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 3
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 3
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 3
Arkadios Wealth Advisors 3
Advanced Series Trust - Ast Advanced Strategies Portfolio 3
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 3
Meridian Wealth Partners, LLC 3
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 3
Mitsubishi UFJ Trust & Banking Corp 3
Douglas Lane & Associates, LLC 3
Allianzgi Diversified Income & Convertible Fund 3
CVA Family Office, LLC 3
EP Wealth Advisors, Inc. 3
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 3
Csenge Advisory Group 3
Belvedere Trading LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 3
Procyon Private Wealth Partners, LLC 3
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 3
Salem Investment Counselors Inc 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
Leuthold Group, Llc 3
Interchange Capital Partners, LLC 3
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 3
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 3
Leap Investments Lp 3
Cowen And Company, Llc 3
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 3
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 3
Fortis Advisors, LLC 3
Diametric Capital, LP 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
Vigilant Capital Management, LLC 3
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3
Blackstone / Gso Strategic Credit Fund 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 3
Rise Advisors, LLC 3
FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF 3
Renaissance Group Llc 3
Qtron Investments LLC 3
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 3
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 3
Symmetry Partners, LLC 3
HB Wealth Management, LLC 3
Corton Capital Inc. 3
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 3
Cantor Fitzgerald, L. P. 3
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
Linden Advisors Lp 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 3
Washington Trust Advisors, Inc. 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
Farallon Capital Management Llc 3
Boulder Hill Capital Management Lp 3
Confluence Wealth Services, Inc. 3
Peapack Gladstone Financial Corp 3
Ameritas Advisory Services, LLC 3
TRUE Private Wealth Advisors 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 3
Bogart Wealth, LLC 3
Cetera Advisor Networks LLC 3
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
Harvest Group Wealth Management, Llc 3
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 3
Strategic Wealth Partners, Ltd. 3
Atlas Capital Advisors Llc 3
Danske Bank A/s 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 3
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 3
Segantii Capital Management Ltd 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
Oak Thistle LLC 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 3
Spouting Rock Asset Management, LLC 3
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 3
Caas Capital Management Lp 3
Polar Capital Holdings Plc 3
North Star Investment Management Corp. 3
Castleview Partners, Llc 3
Twin Capital Management Inc 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
Calvert Impact Fund Inc 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
River Road Asset Management, LLC 3
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 3
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 3
Chicago Capital, LLC 3
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
Punch & Associates Investment Management, Inc. 3
Yorktown Management & Research Co Inc 3
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 3
Sit Investment Associates Inc 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 3
Quantitative Investment Management, LLC 3
Hennessy Advisors Inc 3
First Light Asset Management, LLC 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 3
WASHINGTON TRUST Co 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 3
Pembroke Management, LTD 3
EAM Global Investors LLC 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 3
CX Institutional 3
American Funds Insurance Series 3
Chicago Equity Partners Llc 3
Unigestion Holding SA 3
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 3
FourThought Financial, LLC 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 3
Penn Capital Management Co Inc 3
Gabelli Equity Trust Inc 3
Bowling Portfolio Management LLC 3
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 3
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 3
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 3
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 3
Harel Insurance Investments & Financial Services Ltd. 3
Equitable Trust Co 3
Brinker Capital Inc 3
Ajo, Lp 3
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 3
Machina Capital S.a.s. 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
Artemis Investment Management LLP 3
Gladius Capital Management LP 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 3
Newbridge Financial Services Group, Inc. 3
Natixis Investment Managers International 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
Select Equity Group, L.P. 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
Herndon Capital Management Llc 3
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 3
Impax Asset Management Group plc 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
Highland Capital Management Lp 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 3
Advisor Resource Council 3
Sawgrass Asset Management Llc 3
Kerrisdale Advisers, LLC 3
John Hancock Income Securities Trust 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 3
Atom Investors LP 3
Cantab Capital Partners LLP 3
Montag A & Associates Inc 3
Boston Private Wealth Llc 3
Summit Creek Advisors LLC 3
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 3
Kilter Group LLC 3
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 3
EverPoint Asset Management, LLC 3
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 3
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 3
Wakefield Asset Management LLLP 3
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 3
State Of Michigan Retirement System 3
Lee Financial Co 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
Weiss Asset Management LP 3
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 3
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 3
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 3
Trust Co Of Vermont 3
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 3
Farringdon Capital, Ltd. 3
Prudential Plc 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
Scotia Capital Inc. 3
EBI - RBB Fund Trust - Longview Advantage ETF 3
Franklin Universal Trust 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
Global Income Builder Portfolio - Global Income Builder Portfolio 3
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 3
Pendal Group Ltd 3
Highstreet Asset Management Inc. 3
Eagle Bay Advisors LLC 3
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 3
Samlyn Capital, Llc 3
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 3
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
WPG Advisers, LLC 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
WealthTrak Capital Management LLC 3
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 3
Advent Claymore Convertible Securities & Income Fund 3
Caxton Associates Llp 3
Wall Street Associates 3
BNP Paribas Investment Partners S.A. 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
Jain Global LLC 3
Candriam Luxembourg S.C.A. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 3
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 3
Rydex Etf Trust 3
Whipplewood Advisors, LLC 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 3
Cahill Financial Advisors Inc 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
R Squared Ltd 3
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 3
Index Management Solutions, LLC 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
Spot Trading L.L.C 3
Columbia Partners L L C Investment Management 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
Counterpoint Mutual Funds LLC 3
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 3
Brinker Capital Investments, LLC 3
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
Jackson Creek Investment Advisors LLC 3
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 3
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 3
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 3
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 3
Everence Capital Management Inc 3
Westpac Banking Corp 3
Caisse De Depot Et Placement Du Quebec 3
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 3
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 3
Compagnie Lombard Odier SCmA 3
Columbia Wanger Asset Management Llc 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
AlphaOne Investment Services, LLC 3
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 3
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
Tfs Capital Llc 3
Horizon Investments, LLC 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 3
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 3
Convergence Investment Partners, LLC 3
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 3
Savant Capital, LLC 3
Tarbox Family Office, Inc. 3
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 3
Mml Investors Services, Llc 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 3
Jpmorgan Trust Iii 3
Strategic Global Advisors, LLC 3
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 3
Fiera Capital Corp 3
Old Mutual Customised Solutions (proprietary) Ltd 3
Sei Trust Co 3
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 3
Barrow Hanley Mewhinney & Strauss Llc 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
Itau Unibanco Holding S.A. 3
Xponance, Inc. 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
Geneos Wealth Management Inc. 3
Leonteq Securities AG 3
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 3
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
Prudential Short Duration High Yield Fund, Inc. 3
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
Legato Capital Management LLC 3
Sanctuary Advisors, LLC 3
Covington Capital Management 3
Kestra Investment Management, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
Quest Capital Management Inc /adv 3
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
Rockefeller Financial Services Inc 3
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 3
General Motors Investment Management Corp 3
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 3
Harbour Capital Advisors, LLC 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 3
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 3
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 3
Utah Retirement Systems 3
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 3
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 3
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 3
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 3
Allstate Corp 3
Lombard Odier Asset Management (Europe) Ltd 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 3
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 3
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 3
Burgundy Asset Management Ltd. 3
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 3
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 3
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 3
Ashton Thomas Private Wealth, LLC 3
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 3
1st Global Advisors, Inc. 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 3
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 3
Gilder Gagnon Howe & Co Llc 3
BlackRock ETF Trust II - BlackRock Total Return ETF 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
Highland Capital Management, Llc 3
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 3
Tocqueville Asset Management L.p. 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
Sun Life Financial Inc 3
Municipal Employees' Retirement System of Michigan 3
Edgestream Partners, L.P. 3
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 3
Bck Capital Management Lp 3
Quinn Opportunity Partners LLC 3
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 3
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 3
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 3
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 3