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