Medical And Dental Laboratories - 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
Proequities, Inc. 57
Morgan Stanley 56
Citadel Advisors Llc 53
UBS Group AG 51
Jpmorgan Chase & Co 50
Royal Bank Of Canada 49
Susquehanna International Group, Llp 48
Bank Of America Corp /de/ 48
Barclays Plc 45
Millennium Management Llc 45
BlackRock, Inc. 44
Tower Research Capital LLC (TRC) 43
Citigroup Inc 43
State Street Corp 42
Wells Fargo & Company/mn 42
Geode Capital Management, Llc 42
Deutsche Bank Ag\ 41
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 41
Vanguard Group Inc 40
Goldman Sachs Group Inc 40
Jane Street Group, Llc 39
Fmr Llc 37
Renaissance Technologies Llc 37
Credit Suisse Ag/ 36
Bank Of Montreal /can/ 36
Northern Trust Corp 35
Bnp Paribas Arbitrage, Sa 34
Bank of New York Mellon Corp 34
Advisor Group Holdings, Inc. 33
Two Sigma Investments, Lp 33
D. E. Shaw & Co., Inc. 32
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 32
Virtu Financial LLC 31
Hrt Financial Lp 31
Marshall Wace, Llp 31
Ameriprise Financial Inc 30
Invesco Ltd. 30
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 30
Dimensional Fund Advisors Lp 29
New York State Common Retirement Fund 29
Russell Investments Group, Ltd. 28
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 28
Pnc Financial Services Group, Inc. 28
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 27
Simplex Trading, Llc 27
Acadian Asset Management Llc 27
Ubs Asset Management Americas Inc 27
Us Bancorp \de\ 27
Two Sigma Advisers, Lp 27
Charles Schwab Investment Management Inc 27
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 26
Nomura Holdings Inc 26
American International Group, Inc. 26
Creative Planning 26
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 26
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 26
Two Sigma Securities, Llc 26
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 26
XTX Topco Ltd 26
Victory Capital Management Inc 26
Rhumbline Advisers 26
Manufacturers Life Insurance Company, The 25
Qube Research & Technologies Ltd 25
Legal & General Group Plc 25
ExodusPoint Capital Management, LP 25
Gsa Capital Partners Llp 25
Nuveen Asset Management, LLC 25
Prelude Capital Management, Llc 25
Verition Fund Management LLC 25
Captrust Financial Advisors 25
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 25
Group One Trading, L.p. 25
Squarepoint Ops LLC 25
Balyasny Asset Management Llc 25
Price T Rowe Associates Inc /md/ 25
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 24
Allianz Asset Management GmbH 24
Voya Investment Management Llc 24
Federation des caisses Desjardins du Quebec 24
Federated Hermes, Inc. 24
SG Americas Securities, LLC 24
Macquarie Group Ltd 24
IFP Advisors, Inc 24
Commonwealth Equity Services, Llc 23
Cubist Systematic Strategies, LLC 23
Cwm, Llc 23
Sei Investments Co 23
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 23
Walleye Capital LLC 23
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 23
Zurcher Kantonalbank (Zurich Cantonalbank) 23
California State Teachers Retirement System 23
Schonfeld Strategic Advisors LLC 23
Aqr Capital Management Llc 23
Jump Financial, LLC 23
California Public Employees Retirement System 23
Strs Ohio 23
Boothbay Fund Management, Llc 23
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 23
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 23
Ladenburg Thalmann Financial Services Inc 22
Lazard Asset Management Llc 22
Ameritas Investment Partners, Inc. 22
Man Group plc 22
Alyeska Investment Group, L.P. 22
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 22
Wellington Management Group Llp 22
Trexquant Investment LP 22
Ergoteles LLC 22
Walleye Trading LLC 22
Paloma Partners Management Co 22
Alliancebernstein L.p. 22
Panagora Asset Management Inc 22
Wolverine Asset Management Llc 22
Norges Bank 21
Comerica Bank 21
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 21
Driehaus Capital Management Llc 21
Jefferies Group LLC 21
Advisory Services Network, LLC 21
Amalgamated Bank 21
Parametric Portfolio Associates Llc 21
Tudor Investment Corp Et Al 21
Point72 Asset Management, L.P. 21
Prudential Financial Inc 21
Raymond James & Associates 21
LPL Financial LLC 21
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 21
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 21
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 21
Css Llc/il 20
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 20
State Of Wisconsin Investment Board 20
Capstone Investment Advisors, Llc 20
Parallel Advisors, LLC 20
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 20
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 20
Toronto Dominion Bank 20
MetLife Investment Management, LLC 20
Hsbc Holdings Plc 20
Northwestern Mutual Wealth Management Co 20
HighTower Advisors, LLC 20
PDT Partners, LLC 20
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 20
Envestnet Asset Management Inc 20
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 20
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 20
Laurion Capital Management LP 19
Engineers Gate Manager LP 19
GWM Advisors LLC 19
Calamos Advisors LLC 19
Signaturefd, Llc 19
IWC - iSHARES TRUST - iShares Micro-Cap ETF 19
Bridgeway Capital Management Inc 19
Allspring Global Investments Holdings, LLC 19
EAM Investors, LLC 19
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 19
Huntington National Bank 19
American Century Companies Inc 19
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 19
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 19
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 19
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 19
BlackRock Fund Advisors 19
ProShare Advisors LLC 19
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 19
Deerfield Management Company, L.p. (series C) 19
Blair William & Co/il 19
Hbk Investments L P 19
Y-Intercept (Hong Kong) Ltd 19
Wolverine Trading, Llc 19
Advisor Group, Inc. 19
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 19
Franklin Resources Inc 19
Stifel Financial Corp 19
Nisa Investment Advisors, Llc 19
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 19
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 19
Candriam Luxembourg S.C.A. 18
Royce & Associates Lp 18
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 18
Los Angeles Capital Management Llc 18
First Trust Advisors Lp 18
Oxford Asset Management Llp 18
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 18
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 18
State of Wyoming 18
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 18
Hudson Bay Capital Management LP 18
First Horizon Advisors, Inc. 18
Quantbot Technologies LP 18
Steward Partners Investment Advisory, Llc 18
Raymond James Financial Inc 18
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 18
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 18
Principal Financial Group Inc 18
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 18
Sterling Capital Management LLC 18
Rtw Investments, Lp 18
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 18
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 18
Swiss National Bank 18
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 18
Magnetar Financial LLC 18
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 18
Allworth Financial LP 18
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 18
KBC Group NV 18
Lord, Abbett & Co. Llc 18
Vanguard Index Funds 18
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 17
Rockefeller Capital Management L.P. 17
IWM - iSHARES TRUST - iShares Russell 2000 ETF 17
O'shaughnessy Asset Management, Llc 17
Point72 Hong Kong Ltd 17
Perkins Capital Management Inc 17
Amalgamated Financial Corp. 17
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 17
Mirae Asset Global Investments Co., Ltd. 17
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 17
CIBC Private Wealth Group, LLC 17
Quadrant Capital Group Llc 17
Ronald Blue Trust, Inc. 17
Public Employees Retirement System Of Ohio 17
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 17
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 17
EverSource Wealth Advisors, LLC 17
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 17
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 17
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 17
Thrivent Financial For Lutherans 17
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 17
Connor, Clark & Lunn Investment Management Ltd. 17
PEAK6 Investments LLC 17
Metropolitan Life Insurance Co/ny 17
NSIDX - Northern Funds - Northern Small Cap Index Fund 17
BlackRock Institutional Trust Company, N.A. 17
Landscape Capital Management, L.l.c. 17
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 17
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 17
Principal Securities, Inc. 17
Profunds - Profund Vp Small-cap 17
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 17
Profunds - Profund Vp Ultrasmall-cap 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 17
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 17
Schroder Investment Management Group 17
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 17
State Board Of Administration Of Florida Retirement System 17
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 17
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 17
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 17
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 17
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 17
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 17
Meeder Asset Management Inc 17
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 17
Fifth Third Bancorp 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 17
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 16
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 16
BlackRock Investment Management, LLC 16
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 16
Parallax Volatility Advisers, L.P. 16
IWV - iSHARES TRUST - iShares Russell 3000 ETF 16
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 16
SBI Securities Co., Ltd. 16
Caas Capital Management Lp 16
Cnh Partners Llc 16
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 16
SLPIX - Profunds - Small-cap Profund Investor Class 16
Teacher Retirement System Of Texas 16
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 16
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 16
NEXT Financial Group, Inc 16
Alpine Global Management, LLC 16
AdvisorNet Financial, Inc 16
Voloridge Investment Management, Llc 16
Raymond James Financial Services Advisors, Inc. 16
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 16
Caption Management, LLC 16
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 16
Pacer Advisors, Inc. 16
Great West Life Assurance Co /can/ 16
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 16
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 16
Truist Financial Corp 16
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 16
Canada Pension Plan Investment Board 16
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 16
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 16
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 16
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 16
Putnam Investments Llc 16
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 16
Cambridge Investment Research Advisors, Inc. 16
LMR Partners LLP 16
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 16
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 16
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 16
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 16
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 16
Janus Henderson Group Plc 16
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 16
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 16
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 16
Harbour Investments, Inc. 16
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 16
TCI Wealth Advisors, Inc. 16
Susquehanna Fundamental Investments, Llc 16
FNY Investment Advisers, LLC 16
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 16
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 16
Thompson Davis & Co., Inc. 16
Cutler Group LP 16
Dynamic Technology Lab Private Ltd 16
PENN SERIES FUNDS INC - Small Cap Index Fund 16
Ubs Ag 16
Jennison Associates Llc 16
Covestor Ltd 16
Perceptive Advisors Llc 16
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 16
Bessemer Group Inc 16
Jefferies Financial Group Inc. 16
Fred Alger Management, Llc 16
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 15
Humankind Benefit Corp - Humankind US Stock ETF 15
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 15
VCSLX - VALIC Co I - Small Cap Index Fund 15
Neuberger Berman Group LLC 15
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 15
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 15
Mackenzie Financial Corp 15
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 15
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 15
American Portfolios Advisors 15
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 15
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 15
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 15
BNP Paribas Asset Management Holding S.A. 15
Nicholas Investment Partners, LP 15
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 15
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 15
Janney Montgomery Scott LLC 15
Mackay Shields Llc 15
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 15
Guggenheim Capital Llc 15
Ensign Peak Advisors, Inc 15
Teachers Advisors, Llc 15
Guggenheim Active Allocation Fund 15
Arizona State Retirement System 15
Axa S.a. 15
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 15
Larson Financial Group LLC 15
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 15
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 15
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 15
Gabelli Funds Llc 15
Amundi 15
Lindbrook Capital, Llc 15
Capital Advisors, Ltd. LLC 15
Healthcare Of Ontario Pension Plan Trust Fund 15
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 15
Tiaa Cref Investment Management Llc 15
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 15
Hartland & Co., LLC 15
Glassman Wealth Services 15
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 15
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 15
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 15
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 15
FLDFX - Meeder Funds - BALANCED FUND Retail Class 15
Parkside Financial Bank & Trust 15
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 15
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 15
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 15
Mercer Global Advisors Inc /adv 15
Algert Global Llc 15
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 15
A.R.T. Advisors, LLC 15
BlackRock Advisors LLC 15
Occudo Quantitative Strategies Lp 14
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 14
Farther Finance Advisors, LLC 14
Pura Vida Investments, Llc 14
Bayesian Capital Management, LP 14
Oppenheimer & Co Inc 14
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 14
TD Waterhouse Canada Inc. 14
Sumitomo Mitsui Trust Holdings, Inc. 14
Sowell Financial Services LLC 14
Private Advisor Group, LLC 14
Marshall Wace North America L.P. 14
Spire Wealth Management 14
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 14
Stephens Inc /ar/ 14
Geneos Wealth Management Inc. 14
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 14
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 14
Bogart Wealth, LLC 14
Highbridge Capital Management Llc 14
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 14
DekaBank Deutsche Girozentrale 14
Polar Asset Management Partners Inc. 14
Dark Forest Capital Management Lp 14
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 14
Centiva Capital, LP 14
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 14
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 14
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 14
Aviva Plc 14
Police & Firemen's Retirement System of New Jersey 14
Cetera Advisor Networks LLC 14
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 14
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 14
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 14
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 14
Cresset Asset Management, LLC 14
Gilder Gagnon Howe & Co Llc 14
Capital Fund Management S.a. 14
Point72 Asia (Singapore) Pte. Ltd. 14
Monashee Investment Management LLC 14
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 14
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 14
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 14
BlueCrest Capital Management Ltd 14
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 14
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 14
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 14
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 14
Gotham Asset Management, LLC 14
Howe & Rusling Inc 14
Glenmede Trust Co Na 14
CI Private Wealth, LLC 14
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 14
Intech Investment Management Llc 14
Wealth Enhancement Advisory Services, Llc 14
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 14
M&t Bank Corp 14
Rothschild Investment Llc 14
Penserra Capital Management LLC 14
Shell Asset Management Co 14
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 14
Nuveen, LLC 14
Cerity Partners LLC 14
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 14
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 14
Brinker Capital Investments, LLC 14
SRS Capital Advisors, Inc. 14
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 14
Maven Securities LTD 14
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 14
Corton Capital Inc. 14
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 14
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 14
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 14
Castleark Management Llc 13
Ellevest, Inc. 13
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 13
Manchester Capital Management LLC 13
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 13
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 13
Versant Capital Management, Inc 13
Sculptor Capital LP 13
HAP Trading, LLC 13
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 13
Martingale Asset Management L P 13
Natixis 13
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 13
Daiwa Securities Group Inc. 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 13
Aquatic Capital Management LLC 13
Valeo Financial Advisors, LLC 13
OMERS ADMINISTRATION Corp 13
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 13
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 13
FORA Capital, LLC 13
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 13
Private Trust Co Na 13
Clearbridge Investments, LLC 13
Virginia Retirement Systems Et Al 13
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 13
Brevan Howard Capital Management LP 13
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 13
Atom Investors LP 13
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 13
Caitong International Asset Management Co., Ltd 13
Point72 (DIFC) Ltd 13
BerganKDV Wealth Management, LLC 13
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 13
Jones Financial Companies Lllp 13
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 13
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 13
Assetmark, Inc 13
Twinbeech Capital Lp 13
Corebridge Financial, Inc. 13
Bank Of Nova Scotia 13
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 13
Quest Partners LLC 13
Kcg Holdings, Inc. 13
NSGRX - Northern Funds - Northern Small Cap Core Fund 13
Principal Funds Inc 13
First Republic Investment Management, Inc. 13
Global Retirement Partners, LLC 13
Old Mission Capital Llc 13
Mariner, LLC 13
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 13
Winton Capital Group Ltd 13
Oppenheimer Asset Management Inc. 13
Skandinaviska Enskilda Banken AB (publ) 13
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 13
Coldstream Capital Management Inc 13
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 13
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 13
ClariVest Asset Management LLC 13
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 13
National Bank Of Canada /fi/ 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 13
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 13
First Hawaiian Bank 13
GAMMA Investing LLC 13
State of New Jersey Common Pension Fund D 13
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 13
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 13
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 13
Massmutual Trust Co Fsb/adv 13
Arrowstreet Capital, Limited Partnership 12
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 12
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 12
Public Employees Retirement Association Of Colorado 12
Aigen Investment Management, Lp 12
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 12
Graham Capital Management, L.P. 12
Pathstone Family Office, Llc 12
Teachers Retirement System Of The State Of Kentucky 12
Nordea Investment Management Ab 12
Loomis Sayles & Co L P 12
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 12
Advanced Series Trust - Ast Advanced Strategies Portfolio 12
Belpointe Asset Management LLC 12
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 12
Resources Investment Advisors, LLC. 12
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 12
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 12
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 12
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 12
Assenagon Asset Management S.A. 12
AE Wealth Management LLC 12
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 12
Harvest Fund Management Co., Ltd 12
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 12
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 12
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 12
Td Asset Management Inc 12
United Services Automobile Association 12
Compagnie Lombard Odier SCmA 12
Handelsbanken Fonder AB 12
Skopos Labs, Inc. 12
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 12
True Wealth Design, LLC 12
Casdin Capital, LLC 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 12
Institutional & Family Asset Management, Llc 12
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 12
Nomura Asset Management Co Ltd 12
EntryPoint Capital, LLC 12
D.a. Davidson & Co. 12
Venturi Wealth Management, LLC 12
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 12
Jacobs Levy Equity Management, Inc 12
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 12
Element Capital Management Llc 12
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 12
Advisors Asset Management, Inc. 12
Spark Investment Management LLC 12
Whittier Trust Co 12
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 12
Universal- Beteiligungs- und Servicegesellschaft mbH 12
Ground Swell Capital, LLC 12
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 12
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 12
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 12
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 12
Farallon Capital Management Llc 12
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 12
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 12
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 12
Newbridge Financial Services Group, Inc. 12
Gradient Investments LLC 12
C M Bidwell & Associates Ltd 12
Vident Investment Advisory, LLC 12
Picton Mahoney Asset Management 12
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 12
Sofos Investments, Inc. 12
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 12
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 12
Globeflex Capital L P 12
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 12
Fox Run Management, L.l.c. 12
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 12
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 12
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 12
Ancora Advisors, LLC 12
MAI Capital Management 12
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 12
Nationwide Fund Advisors 12
Aperio Group, LLC 12
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 12
Cinctive Capital Management LP 12
Piedmont Investment Advisors Llc 12
Soleus Capital Management, L.P. 12
State Farm Mutual Fund Trust 11
CoreCap Advisors, LLC 11
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 11
Migdal Insurance & Financial Holdings Ltd. 11
Flagship Harbor Advisors, Llc 11
Hillsdale Investment Management Inc. 11
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 11
QS Investors, LLC 11
Zacks Investment Management 11
State Farm Variable Product Trust 11
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 11
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 11
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 11
Smartleaf Asset Management LLC 11
NOSGX - Northern Funds - Northern Small Cap Value Fund 11
CIBC World Markets Inc. 11
Weiss Multi-Strategy Advisers LLC 11
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 11
Caxton Associates Lp 11
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 11
Pictet Asset Management Ltd 11
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 11
Koshinski Asset Management, Inc. 11
Macroview Investment Management Llc 11
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 11
Kornitzer Capital Management Inc /ks 11
Segall Bryant & Hamill, Llc 11
Silvercrest Asset Management Group Llc 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 11
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 11
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 11
First Manhattan Co 11
Headlands Technologies LLC 11
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 11
Klp Kapitalforvaltning As 11
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 11
Amundi Pioneer Asset Management Inc 11
Total Clarity Wealth Management, Inc. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 11
Eagle Asset Management Inc 11
Allianzgi Diversified Income & Convertible Fund 11
UMA Financial Services, Inc. 11
Campbell & CO Investment Adviser LLC 11
Baird Financial Group, Inc. 11
Baker Bros. Advisors Lp 11
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 11
Mutual Of America Capital Management Llc 11
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 11
Hm Payson & Co 11
Seven Eight Capital, Lp 11
Woodline Partners LP 11
Wedbush Securities Inc 11
Quarry LP 11
Cadence Capital Management Llc 11
Nikko Asset Management Americas, Inc. 11
Stratos Wealth Partners, LTD. 11
Pearl River Capital, LLC 11
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 11
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 11
Evoke Wealth, Llc 11
Massachusetts Financial Services Co /ma/ 11
Banque Cantonale Vaudoise 11
Granahan Investment Management Inc/ma 11
Benjamin F. Edwards & Company, Inc. 11
Millrace Asset Group, Inc. 11
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 11
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 11
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 11
Acrospire Investment Management LLC 11
Elequin Capital Lp 11
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 11
ARK Investment Management LLC 11
EAM Global Investors LLC 11
Gabelli Healthcare & Wellnessrx Trust 11
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 11
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 11
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 11
Berman Capital Advisors, LLC 11
Quantamental Technologies LLC 11
Winslow, Evans & Crocker, Inc. 11
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 11
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 11
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 11
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 11
Proficio Capital Partners LLC 11
Altshuler Shaham Ltd 11
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 11
Nebula Research & Development LLC 11
Clear Street Markets Llc 11
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 11
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 11
M&g Investment Management Ltd 11
Rehmann Capital Advisory Group 11
Credit Agricole S A 11
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 11
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 11
Bogle Investment Management L P /de/ 11
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 11
Brown Advisory Inc 11
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 11
Gemmer Asset Management LLC 11
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11
Toth Financial Advisory Corp 11
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 11
BRYN MAWR TRUST Co 11
International Assets Investment Management, Llc 11
Alphacrest Capital Management Llc 11
RidgeWorth Capital Management LLC 11
Hantz Financial Services, Inc. 11
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 11
Bellevue Group AG 11
Cowen And Company, Llc 11
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 11
Bridgefront Capital, LLC 11
Townsquare Capital Llc 11
Moore Capital Management, Lp 11
Commerce Bank 11
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 11
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 10
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 10
Tfs Capital Llc 10
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 10
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 10
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 10
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 10
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 10
Diametric Capital, LP 10
Colony Group, LLC 10
Concord Wealth Partners 10
RBB FUND, INC. - Adara Smaller Companies Fund 10
Tcwp Llc 10
Vontobel Holding Ltd. 10
Salem Investment Counselors Inc 10
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 10
Rise Advisors, LLC 10
Asset Management One Co., Ltd. 10
Fuller & Thaler Asset Management, Inc. 10
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 10
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 10
Assured Investment Management LLC 10
Sherbrooke Park Advisers Llc 10
Alambic Investment Management, L.P. 10
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 10
Baldwin Brothers Inc/ma 10
NumerixS Investment Technologies Inc 10
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 10
Advisory Research Inc 10
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 10
Numeric Investors Llc 10
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 10
First Light Asset Management, LLC 10
GPS Wealth Strategies Group, LLC 10
Focused Wealth Management, Inc 10
CAPROCK Group, Inc. 10
Archer Investment Corp 10
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 10
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 10
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 10
Essex Investment Management Co Llc 10
Kestra Private Wealth Services, Llc 10
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 10
Kestra Advisory Services, LLC 10
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 10
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 10
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 10
Catalyst Capital Advisors LLC 10
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 10
Hussman Strategic Advisors, Inc. 10
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 10
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 10
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 10
Cetera Investment Advisers 10
Advanced Series Trust - Ast Small-cap Growth Portfolio 10
BlackRock Group LTD 10
Profund Advisors Llc 10
Steward Financial Group LLC 10
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 10
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 10
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 10
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 10
Brookfield Asset Management Inc. 10
Capital Performance Advisors Llp 10
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 10
Sectoral Asset Management Inc 10
Asset Dedication, LLC 10
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 10
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 10
Ieq Capital, Llc 10
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 10
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 10
Exchange Traded Concepts, Llc 10
Sigma Planning Corp 10
Bell Investment Advisors, Inc 10
PineBridge Investments, L.P. 10
Capital Impact Advisors, LLC 10
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 10
Palisade Capital Management Llc/nj 10
Brown Brothers Harriman & Co 10
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 10
Van Eck Associates Corp 10
MUFG Americas Holdings Corp 10
ORG Partners LLC 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 10
Dupont Capital Management Corp 10
Scotia Capital Inc. 10
Stephens Consulting, LLC 10
Gts Securities Llc 10
Rafferty Asset Management, LLC 10
Linden Advisors Lp 10
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 10
Adage Capital Partners Gp, L.l.c. 10
Harbor Investment Advisory, Llc 10
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 10
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 10
Kennedy Capital Management, Inc. 10
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 10
Toroso Investments, LLC 10
Mml Investors Services, Llc 10
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 10
Fisher Asset Management, LLC 10
Money Concepts Capital Corp 10
Wealthcare Advisory Partners LLC 10
Highland Capital Management Lp 10
Scientech Research LLC 10
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 10
Orion Portfolio Solutions, LLC 10
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 10
Whittier Trust Co Of Nevada Inc 10
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 10
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 10
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 10
Etf Managers Group, Llc 10
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 10
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 10
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 10
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 10
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 10
Sandy Spring Bank 10
Pictet Asset Management Holding SA 10
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 10
Jfs Wealth Advisors, Llc 10
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 10
Coppell Advisory Solutions LLC 10
Natixis Advisors, L.p. 10
Empowered Funds, LLC 10
Polar Capital LLP 10
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 10
Sunbelt Securities, Inc. 10
Pentwater Capital Management LP 10
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 10
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 10
Quent Capital, LLC 9
First Mercantile Trust Co 9
Lombard Odier Asset Management (Switzerland) SA 9
Gamco Investors, Inc. Et Al 9
Colonial Trust Co / SC 9
Brewin Dolphin Ltd 9
Bokf, Na 9
Pathstone Holdings, LLC 9
Virtus Investment Advisers, Inc. 9
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 9
Snowden Capital Advisors LLC 9
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 9
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 9
Allianzgi Equity & Convertible Income Fund 9
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 9
Braidwell Lp 9
Readystate Asset Management Lp 9
Lombard Odier Asset Management (USA) Corp 9
Adirondack Trust Co 9
Point72 Middle East FZE 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 9
Endurant Capital Management LP 9
Ameritas Advisory Services, LLC 9
Harbor Capital Advisors, Inc. 9
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 9
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 9
Fiera Capital Corp 9
Quadrature Capital Ltd 9
Baillie Gifford & Co 9
Cullen/frost Bankers, Inc. 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 9
Cetera Advisors LLC 9
Nantahala Capital Management, LLC 9
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 9
ArrowMark Colorado Holdings LLC 9
Meridian Wealth Partners, LLC 9
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 9
Altium Capital Management LP 9
Innealta Capital, Llc 9
Zebra Capital Management LLC 9
Sargent Bickham Lagudis LLC 9
Continuum Advisory, LLC 9
Mount Yale Investment Advisors, LLC 9
Ci Investments Inc. 9
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 9
Smith Asset Management Group Lp 9
Xact Kapitalforvaltning AB 9
Advent Claymore Convertible Securities & Income Fund 9
Versor Investments LP 9
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 9
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 9
Tradition Wealth Management, LLC 9
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 9
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 9
Umb Bank N A/mo 9
Swedbank AB 9
Parian Global Management LP 9
Summit Global Investments 9
Xponance, Inc. 9
Twin Peaks Wealth Advisors, LLC 9
Eaton Vance Management 9
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 9
Fortitude Family Office, LLC 9
Fieldpoint Private Securities, LLC 9
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 9
Russell Frank Co/ 9
Arkadios Wealth Advisors 9
Pinz Capital Management, LP 9
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 9
Stanley-Laman Group, Ltd. 9
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 9
Wipfli Financial Advisors Llc, 9
Hemington Wealth Management 9
Valley National Advisers Inc 9
FinTrust Capital Advisors, LLC 9
Pictet Asset Management Sa 9
Standard Life Aberdeen plc 9
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 9
Ssi Investment Management Llc 9
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 9
Centaurus Financial, Inc. 9
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 9
SG3 Management, LLC 9
Zweig-DiMenna Associates LLC 9
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 9
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 9
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 9
Savant Capital, LLC 9
Prospera Financial Services Inc 9
Gabelli Equity Trust Inc 9
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 9
Public Sector Pension Investment Board 9
Edmond De Rothschild Holding S.a. 9
Global Financial Private Client, LLC 9
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 9
Sound Income Strategies, LLC 9
Next Century Growth Investors Llc 9
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 9
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 9
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 9
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 9
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 9
Duality Advisers, Lp 9
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 9
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 9
Everence Capital Management Inc 9
Quantinno Capital Management LP 9
Creative Financial Designs Inc /adv 9
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 9
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 9
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 9
Tocqueville Asset Management L.p. 9
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 9
State Of Michigan Retirement System 9
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 9
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 9
Atria Investments Llc 9
Disciplined Investments, LLC 9
Erste Asset Management GmbH 9
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF 9
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 9
Aster Capital Management (DIFC) Ltd 9
First Quadrant L P/ca 9
Illinois Municipal Retirement Fund 9
AllianzGI Artificial Intelligence & Technology Opportunities Fund 9
Baader Bank INC 9
Bridgewater Associates, LP 9
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 9
Virtus ETF Advisers LLC 9
Twin Tree Management, LP 9
Cibc World Markets Corp 9
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 9
Edgestream Partners, L.P. 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
Ubs Oconnor Llc 9
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 8
China Universal Asset Management Co., Ltd. 8
Financial Advocates Investment Management 8
Alpha Paradigm Partners, LLC 8
James Investment Research Inc 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 8
RSSL - Global X Funds - Global X Russell 2000 ETF 8
Strategic Wealth Partners, Ltd. 8
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 8
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 8
Royce Value Trust Inc 8
Mitsubishi UFJ Trust & Banking Corp 8
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 8
Carolinas Wealth Consulting Llc 8
nVerses Capital, LLC 8
Sawtooth Solutions, LLC 8
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 8
SJS Investment Consulting Inc. 8
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 8
Citizens Financial Group Inc/ri 8
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 8
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 8
Polar Capital Holdings Plc 8
Allred Capital Management, LLC 8
Diversified Trust Co 8
Baker Avenue Asset Management, LP 8
Bailard, Inc. 8
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 8
SECOR Capital Advisors, LP 8
Interchange Capital Partners, LLC 8
Graticule Asia Macro Advisors LLC 8
Park Place Capital Corp 8
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 8
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 8
Kistler-Tiffany Companies, LLC 8
Farmers & Merchants Investments Inc 8
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 8
Cornerstone Capital Management Holdings Llc. 8
Sabby Management, Llc 8
Lee Financial Co 8
Private Capital Group, LLC 8
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 8
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 8
Financial Architects, Inc 8
Weiss Asset Management LP 8
Teton Advisors, Inc. 8
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 8
Convergence Investment Partners, LLC 8
Glen Eagle Advisors, LLC 8
BlackRock Japan Co. Ltd 8
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 8
Tiaa-cref Funds 8
Rialto Wealth Management, LLC 8
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 8
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 8
Asymmetry Capital Management, L.P. 8
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 8
Bay Harbor Wealth Management, LLC 8
NinePointTwo Capital 8
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 8
Baystate Wealth Management LLC 8
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 8
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 8
Tekla Capital Management LLC 8
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF 8
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 8
Teza Capital Management LLC 8
BlackRock Health Sciences Trust II 8
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 8
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 8
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 8
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 8
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 8
Tfs Capital Investment Trust 8
Alps Advisors Inc 8
Kepos Capital LP 8
Mather Group, Llc. 8
Freestone Capital Holdings, LLC 8
Great Lakes Advisors, Llc 8
Jacobi Capital Management LLC 8
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 8
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 8
Ibex Investors LLC 8
Keybank National Association/oh 8
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 8
Ellington Management Group Llc 8
Chartwell Investment Partners, Llc 8
AIEQ - ETF Managers Trust - AI Powered Equity ETF 8
Tcw Group Inc 8
Aristeia Capital Llc 8
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 8
Plante Moran Financial Advisors, LLC 8
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 8
Jupiter Asset Management Ltd 8
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 8
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 8
Bamco Inc /ny/ 8
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 8
Rsm Us Wealth Management Llc 8
DeepCurrents Investment Group LLC 8
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 8
Itau Unibanco Holding S.A. 8
CVA Family Office, LLC 8
Spouting Rock Asset Management, LLC 8
Catalyst Funds Management Pty Ltd 8
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 8
Brinker Capital Inc 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 8
Atika Capital Management LLC 8
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 8
Emerald Acquisition Ltd. 8
Bank Julius Baer & Co. Ltd, Zurich 8
Boston Advisors Llc 8
Activest Wealth Management 8
John Hancock Funds II - Health Sciences Fund Class NAV 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 8
CENTRAL TRUST Co 8
JustInvest LLC 8
Raymond James Trust N.a. 8
MUFG Securities EMEA plc 8
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 8
R Squared Ltd 8
Mirabella Financial Services Llp 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 8
Eudaimonia Partners, LLC 8
Waddell & Reed Financial Inc 8
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 8
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 8
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 8
Abound Wealth Management 8
Johnson Financial Group, Inc. 8
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 8
North Star Investment Management Corp. 8
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 8
Alberta Investment Management Corp 8
Emerald Mutual Fund Advisers Trust 8
Robeco Institutional Asset Management B.V. 8
Key FInancial Inc 8
State of Alaska, Department of Revenue 8
HighMark Wealth Management LLC 8
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 8
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 8
VCHSX - VALIC Co I - Health Sciences Fund 8
683 Capital Management, LLC 8
Lisanti Capital Growth, LLC 8
Verus Capital Partners, Llc 8
Ajo, Lp 8
State of Tennessee, Treasury Department 8
Granite Investment Partners, LLC 8
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 8
Crewe Advisors LLC 8
Trustcore Financial Services, Llc 8
Pier Capital, LLC 8
Riverview Trust Co 8
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 8
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 8
MCF Advisors LLC 8
Eventide Asset Management, Llc 8
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 8
BlackRock ETF Trust - BlackRock Future Health ETF 8
Founders Financial Alliance, LLC 8
Weld Capital Management Llc 8
Seacrest Wealth Management, Llc 8
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 8
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 8
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 8
Venture Visionary Partners LLC 8
SOUTH STATE Corp 8
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 8
Legato Capital Management LLC 8
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 8
E Fund Management Co., Ltd. 8
Maryland State Retirement & Pension System 8
Synovus Financial Corp 8
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 8
Agf Management Ltd 8
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 8
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 8
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 8
Delpha Capital Management, Llc 8
Capital Asset Advisory Services LLC 8
National Asset Management, Inc. 8
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 8
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 8
Nbc Securities, Inc. 8
FIL Ltd 8
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 8
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 8
Blueshift Asset Management, LLC 8
Knights of Columbus Asset Advisors LLC 8
Cornerstone Planning Group LLC 8
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 8
Tekla Healthcare Investors 8
CIBC Asset Management Inc 8
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 8
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 8
Stonepine Capital Management, LLC 8
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 8
Sutton Wealth Advisors Inc. 7
Avantax Advisory Services, Inc. 7
Ameritas Investment Corp 7
Zions Bancorporation, N.A. 7
Apollon Wealth Management, LLC 7
Cary Street Partner Investment Advisory Llc 7
Nkcfo Llc 7
Truvestments Capital Llc 7
Foundations Investment Advisors, LLC 7
CX Institutional 7
Weiss Strategic Interval Fund 7
Integrated Wealth Concepts LLC 7
Cvi Holdings, Llc 7
Prime Capital Investment Advisors, LLC 7
Avestar Capital, LLC 7
Summit Trail Advisors, Llc 7
CWM Advisors, LLC 7
Merit Financial Group, LLC 7
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 7
MYDA Advisors LLC 7
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 7
Eversept Partners, LP 7
Tibra Equities Europe Ltd 7
Claraphi Advisory Network, LLC 7
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 7
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 7
Tekla Healthcare Opportunities Fund 7
PENN SERIES FUNDS INC - International Equity Fund 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 7
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 7
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 7
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 7
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 7
Calamos Dynamic Convertible & Income Fund 7
Calamos Convertible & High Income Fund 7
Calamos Convertible Opportunities & Income Fund 7
Calamos Global Total Return Fund 7
Calamos Global Dynamic Income Fund 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 7
VDAFX - VALIC Co I - Dynamic Allocation Fund 7
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 7
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 7
EBI - RBB Fund Trust - Longview Advantage ETF 7
Prosight Management, LP 7
Champlain Investment Partners, LLC 7
Kayne Anderson Rudnick Investment Management Llc 7
Albion Financial Group /ut 7
Agf Investments Inc. 7
Inceptionr Llc 7
Axq Capital, Lp 7
Bleakley Financial Group, LLC 7
Redwood Wealth Management Group, LLC 7
Axxcess Wealth Management, Llc 7
DAACX - Adviser Managed Trust - Diversified Equity Fund 7
United Capital Financial Advisers, Llc 7
Artisan Partners Limited Partnership 7
Householder Group Estate & Retirement Specialist, LLC 7
Pittenger & Anderson Inc 7
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 7
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 7
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 7
Raleigh Capital Management Inc. 7
HealthCor Management, L.P. 7
Delphia (USA) Inc. 7
Gf Fund Management Co. Ltd. 7
Confluence Wealth Services, Inc. 7
Orbimed Advisors Llc 7
Cornercap Investment Counsel Inc 7
Wetherby Asset Management Inc 7
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 7
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 7
GAM Holding AG 7
Quantitative Investment Management, LLC 7
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 7
Anson Funds Management LP 7
IndexIQ Advisors LLC 7
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 7
Parkwood LLC 7
Stonebridge Capital Advisors LLC 7
Optiver Holding B.V. 7
Banque Pictet & Cie Sa 7
Hood River Capital Management LLC 7
Alpha DNA Investment Management LLC 7
Axiom International Investors Llc /de 7
Wolff Wiese Magana Llc 7
WealthTrak Capital Management LLC 7
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 7
Stevens Capital Management Lp 7
Texas Permanent School Fund 7
Hexagon Capital Partners LLC 7
Jackson Creek Investment Advisors LLC 7
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 7
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 7
Reilly Financial Advisors, Llc 7
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 7
Parkworth Wealth Management, Inc. 7
Airain ltd 7
Eqis Capital Management, Inc. 7
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 7
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 7
Thompson Siegel & Walmsley Llc 7
Heck Capital Advisors, LLC 7
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 7
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 7
FNY Managed Accounts LLC 7
BI Asset Management Fondsmaeglerselskab A/S 7
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 7
Tradewinds Capital Management, LLC 7
PSI Advisors, LLC 7
Louisiana State Employees Retirement System 7
Advent Capital Management /de/ 7
Atticus Wealth Management, Llc 7
Regal Investment Advisors LLC 7
NewSquare Capital LLC 7
Mizuho Securities Usa Llc 7
GIMFX - GMO TRUST - GMO Implementation Fund 7
Mason Street Advisors, Llc 7
Brighton Jones Llc 7
Davy Global Fund Management Ltd 7
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 7
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 7
Sanctuary Advisors, LLC 7
Oregon Public Employees Retirement Fund 7
Hanseatic Management Services Inc 7
Trust Co Of Vermont 7
Tfo-tdc, Llc 7
Spot Trading L.L.C 7
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 7
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF 7
New York State Teachers Retirement System 7
GW&K Investment Management, LLC 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 7
Chevy Chase Trust Holdings, Inc. 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 7
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 7
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 7
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 7
Krilogy Financial LLC 7
Old National Bancorp /in/ 7
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 7
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 7
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 7
ETRADE Capital Management LLC 7
Boussard & Gavaudan Investment Management LLP 7
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 7
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 7
Montag A & Associates Inc 7
Sonora Investment Management, LLC 7
LS Investment Advisors, LLC 7
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 7
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 7
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 7
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 7
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 7
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 7
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 7
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 7
PEAK6 Investments, L.P. 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 7
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 7
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 7
Sequoia Financial Advisors, LLC 7
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 7
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 7
Ardsley Advisory Partners Lp 7
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 7
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 7
WealthPLAN Partners, LLC 7
JNBA Financial Advisors 7
Grove Bank & Trust 7
FDx Advisors, Inc. 7
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 7
Gerber Kawasaki Wealth & Investment Management 7
Groupama Asset Managment 7
Entropy Technologies, LP 7
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 7
AMP Capital Investors Ltd 7
NorthRock Partners, LLC 7
Hancock Whitney Corp 7
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 7
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 7
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 7
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 7
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 7
Redmile Group, LLC 7
Petrus Trust Company, LTA 7
HFM Investment Advisors, LLC 7
PFM Health Sciences, LP 7
Lombard Odier Asset Management (Europe) Ltd 7
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 7
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 7
Westpac Banking Corp 7
Sio Capital Management, LLC 7
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 7
Deere & Co 7
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 7
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 7
Tiverton Asset Management Llc 7
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 7
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 7
Sachetta, LLC 7
Wealthspire Advisors, L.P. 7
Private Wealth Management Group, LLC 7
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 7
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 7
Harbour Capital Advisors, LLC 7
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 7
DiNuzzo Private Wealth, Inc. 7
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 7
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 7
Park West Asset Management LLC 7
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 7
Vanguard World Fund 7
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF 7
College Retirement Equities Fund 7
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 7
Glen Harbor Capital Management LLC 7
Meadow Creek Investment Management LLC 7
Patriot Financial Group Insurance Agency, LLC 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 7
MARSHALL WACE ASIA Ltd 7
Lido Advisors, LLC 7
Adalta Capital Management LLC 7
Lsv Asset Management 7
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 7
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 7
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 7
Crossmark Global Holdings, Inc. 7
Wexford Capital Lp 7
Spearhead Capital Advisors, Llc 7
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 7
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 7
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 7
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 7
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 7
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 7
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 7
Camber Capital Management LP 7
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 7
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 7
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 7
Avion Wealth 7
Leap Investments Lp 7
Benjamin Edwards Inc 7
Vestmark Advisory Solutions, Inc. 7
Golden State Wealth Management, LLC 7
Shaolin Capital Management LLC 7
Comerica Securities,inc. 7
Prestige Wealth Management Group LLC 7
Liberty Wealth Management Llc 7
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 7
Suntrust Banks Inc 7
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 7
Harvest Investment Services, LLC 7
Ostrum Asset Management 7
Neo Ivy Capital Management 7
Optimum Investment Advisors 6
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 6
Resources Management Corp /ct/ /adv 6
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 6
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 6
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 6
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 6
Maverick Capital Ltd 6
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 6
tru Independence LLC 6
Redwood Investments, LLC 6
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 6
Treasurer of the State of North Carolina 6
AWM Investment Company, Inc. 6
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 6
Mazama Capital Management Inc 6
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 6
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 6
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 6
LRI Investments, LLC 6
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 6
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 6
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 6
Icon Wealth Partners, LLC 6
Signet Financial Management, Llc 6
Beaird Harris Wealth Management, LLC 6
Employees Retirement System of Texas 6
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 6
Parisi Gray Wealth Management 6
Atria Wealth Solutions, Inc. 6
IWB - iSHARES TRUST - iShares Russell 1000 ETF 6
Suvretta Capital Management, Llc 6
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 6
Frontier Capital Management Co Llc 6
Pinnacle Wealth Planning Services, Inc. 6
Carillon Tower Advisers, Inc. 6
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 6
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 6
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 6
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 6
Yorktown Management & Research Co Inc 6
Belvedere Trading LLC 6
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 6
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 6
Fort Washington Investment Advisors Inc /oh/ 6
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 6
Van Hulzen Asset Management, LLC 6
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 6
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 6
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 6
Oliver Lagore Vanvalin Investment Group 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 6
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 6
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 6
Westwood Holdings Group Inc 6
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 6
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 6
Mckinley Capital Management Llc /delaware 6
Parametrica Management Ltd 6
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 6
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 6
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 6
Vantage Consulting Group Inc 6
Davidson Kempner Capital Management Lp 6
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 6
IFG Advisory, LLC 6
Arete Wealth Advisors, LLC 6
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 6
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 6
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 6
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 6
Regions Financial Corp 6
Vanguard Explorer Fund 6
Sona Asset Management (us) Llc 6
Connacht Asset Management LP 6
J.Safra Asset Management Corp 6
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 6
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 6
Blackstone Group Inc 6
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 6
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 6
Exane Derivatives 6
Sanctuary Wealth Advisors, LLC 6
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 6
Cassady Schiller Wealth Management, LLC 6
Wealthcare Capital Management Llc 6
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 6
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 6
Park Avenue Securities Llc 6
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 6
K.J. Harrison & Partners Inc 6
Freestone Grove Partners LP 6
Pinnacle Financial Partners Inc 6
Thurston, Springer, Miller, Herd & Titak, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 6
Caisse De Depot Et Placement Du Quebec 6
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 6
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 6
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 6
HighPoint Advisor Group LLC 6
Yousif Capital Management, Llc 6
First Eagle Investment Management, LLC 6
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 6
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 6
Tarbox Family Office, Inc. 6
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 6
Broadfin Capital, LLC 6
Ghisallo Capital Management LLC 6
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 6
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF 6
Emerald Advisers, Llc 6
Rotella Capital Management, Inc. 6
Azzad Asset Management Inc /adv 6
Mangrove Partners 6
Ahrens Investment Partners LLC 6
Quantitative Systematic Strategies LLC 6
Meridiem Capital Partners LP 6
Hudock, Inc. 6
Moisand Fitzgerald Tamayo, LLC 6
Private Ocean, LLC 6
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 6
Schubert & Co 6
Integral Health Asset Management, LLC 6
Amplius Wealth Advisors, LLC 6
IMC-Chicago, LLC 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 6
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 6
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 6
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 6
Needham Investment Management Llc 6
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF 6
Echo Street Capital Management LLC 6
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 6
Wesbanco Bank Inc 6
Gladstone Institutional Advisory LLC 6
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 6
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 6
Orion Capital Management LLC 6
BDO Wealth Advisors, LLC 6
Chicago Equity Partners Llc 6
Profunds - Profund Vp Health Care 6
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 6
Profunds - Profund Vp Biotechnology 6
Segantii Capital Management Ltd 6
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 6
Liberty Mutual Group Asset Management Inc. 6
Advisor Resource Council 6
Shay Capital LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 6
GHP Investment Advisors, Inc. 6
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 6
Vantagepoint Funds 6
Harel Insurance Investments & Financial Services Ltd. 6
MetLife Securities, Inc 6
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 6
Blackrock Health Sciences Trust 6
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 6
Managed Account Advisors Llc 6
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 6
Mv Capital Management, Inc. 6
O'Dell Group, LLC 6
Syon Capital Llc 6
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 6
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 6
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 6
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 6
Guardian Wealth Advisors, LLC 6
Atlantic Trust, LLC 6
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 6
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 6
Capital Analysts, Inc. 6
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 6
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 6
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 6
WPG Advisers, LLC 6
HHM Wealth Advisors, LLC 6
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 6
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 6
Procyon Private Wealth Partners, LLC 6
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 6
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 6
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 6
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio 6
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 6
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 6
Commonwealth Bank Of Australia 6
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 6
Jaffetilchin Investment Partners, LLC 6
Hallmark Capital Management Inc 6
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 6
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 6
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 6
Denali Advisors Llc 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 6
Almanack Investment Partners, LLC. 6
Iron Triangle Partners LP 6
Oaktree Capital Management Lp 6
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 6
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 6
Crawford Lake Capital Management, LLC 6
Hollencrest Capital Management 6
Vestcor Inc 6
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
Financial Management Professionals, Inc. 6
Intrinsic Edge Capital Management LLC 6
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 6
RXL - PROSHARES TRUST - ProShares Ultra Health Care 6
River & Mercantile Asset Management Llp 6
Td Private Client Wealth Llc 6
Royce Micro-cap Trust, Inc /md/ 6
Level Four Advisory Services, Llc 6
IHT Wealth Management, LLC 6
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 6
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 6
Independent Advisor Alliance 6
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 6
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 6
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 6
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 6
King Luther Capital Management Corp 6
San Francisco Sentry Investment Group (ca) 6
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 6
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 6
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 6
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 6
Elkfork Partners LLC 6
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 6
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 6
Avantax Planning Partners, Inc. 6
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 6
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 6
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 6
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 6
Rydex Etf Trust 6
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 6
Parkman Healthcare Partners LLC 6
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 6
Balentine LLC 6
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 6
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 6
Wiley Bros.-aintree Capital, Llc 6
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 6
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 6
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 6
Moors & Cabot, Inc. 6
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 6
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 6
Harvest Group Wealth Management, Llc 6
Nwam Llc 6
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 6
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 6
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 6
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 6
Visium Asset Management, LP 6
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 6
Peregrine Capital Management Llc 6
Dunhill Financial, LLC 6
Gyon Technologies Capital Management, LP 6
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 6
UniSuper Management Pty Ltd 6
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 6
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 6
Pinnacle Associates Ltd 6
Tamarack Advisers, LP 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
Winch Advisory Services, LLC 6
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 6
Systematic Financial Management Lp 6
Municipal Employees' Retirement System of Michigan 6
Nemes Rush Group LLC 6
Armistice Capital, Llc 6
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 6
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 6
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 6
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 6
Jane Street Holding, LLC 6
MML Series Investment Fund II - MML Equity Rotation Fund Class II 6
Avidity Partners Management LP 6
Dorsey Wright & Associates 6
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 6
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 6
Qtron Investments LLC 6
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 6
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 6
Jain Global LLC 6
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 6
TFC Financial Management 6
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 6
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 6
Premier Fund Managers Ltd 6
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 6
Railway Pension Investments Ltd 6
Shelton Capital Management 6
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 6
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 6
PFG Private Wealth Management, LLC 6
Cordant, Inc. 6
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 6
Enterprise Financial Services Corp 6
Tucker Asset Management Llc 6
DnB Asset Management AS 6
Chiron Capital Management, Llc 6
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 6
HighVista Strategies LLC 6
Hamilton Lane Advisors Llc 6
Prudential Plc 6
Friess Associates Llc 6
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 6
Authentikos Wealth Advisory, LLC 6
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 6
Boston Private Wealth Llc 6
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 6
Claymore Exchange-traded Fund Trust 6
Woodmont Investment Counsel Llc 6
Tortoise Investment Management, LLC 6
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 6
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 6
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 6
STXG - EA Series Trust - Strive 1000 Growth ETF 6
Motley Fool Asset Management LLC 6
Artemis Investment Management LLP 6
Glazer Capital, Llc 6
EverPoint Asset Management, LLC 6
Janney Capital Management LLC 6
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 6
Wasatch Advisors Inc 6
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 6
Holocene Advisors, LP 6
Osterweis Capital Management Inc 6
PENN SERIES FUNDS INC - Smid Cap Growth Fund 6
Covington Capital Management 6
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 6
Cannell Peter B & Co Inc 6
First Personal Financial Services 6
RMB Capital Management, LLC 6
Bellwether Advisors, LLC 6
Allianzgi Convertible & Income Fund Ii 6
Envestnet Portfolio Solutions, Inc. 6
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 6
Allianzgi Convertible & Income Fund 6
GeoWealth Management, LLC 6
Capula Management Ltd 6
Qrg Capital Management, Inc. 6
SYSTM Wealth Solutions LLC 6
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 6
Mendota Financial Group, LLC 6
RFP Financial Group LLC 6
EHLS - Tidal Trust II - Even Herd Long Short ETF 6
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 6
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class 6
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 5
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5
Vigilare Wealth Management 5
AlphaMark Advisors, LLC 5
Korea Investment CORP 5
Transamerica Financial Advisors, Inc. 5
Column Capital Advisors, LLC 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
Change Path, LLC 5
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 5
Isthmus Partners, Llc 5
Ethic Inc. 5
Commonwealth Equity Services, Inc 5
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 5
Williams Jones Wealth Management, LLC. 5
RiverPark Advisors, LLC 5
Cromwell Holdings LLC 5
Rice Hall James & Associates, Llc 5
Zazove Associates Llc 5
Avanza Fonder AB 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 5
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 5
Rhenman & Partners Asset Management AB 5
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 5
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 5
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 5
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 5
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 5
Scott & Selber, Inc. 5
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 5
First New York Securities Llc /ny 5
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 5
Beck Mack & Oliver Llc 5
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 5
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 5
Dynamic Advisor Solutions LLC 5
Samlyn Capital, Llc 5
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 5
WR Wealth Planners, LLC 5
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 5
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 5
Monarch Partners Asset Management LLC 5
Sierra Ocean, Llc 5
Brookstone Capital Management 5
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 5
Webster Bank, N. A. 5
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 5
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 5
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 5
Country Trust Bank 5
Contravisory Investment Management, Inc. 5
PDFDX - World Funds Trust - Perkins Discovery Fund Investor 5
Carroll Financial Associates, Inc. 5
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 5
Whipplewood Advisors, LLC 5
Edge Wealth Management LLC 5
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 5
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 5
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 5
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 5
Wunderlich Securities, Inc. 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 5
Pine River Capital Management L.P. 5
SeaBridge Investment Advisors LLC 5
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 5
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 5
Columbus Circle Investors 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 5
Fulton Bank, N.a. 5
Heritage Wealth Advisors 5
Modera Wealth Management, LLC 5
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 5
Tobam 5
OneAscent Financial Services LLC 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 5
Hughes Financial Services, LLC 5
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 5
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 5
Atlas Private Wealth Advisors 5
IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF 5
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 5
WFA of San Diego, LLC 5
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 5
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 5
Irish Life Investment Managers Ltd. 5
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 5
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 5
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 5
Cipher Capital LP 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 5
Headinvest, Llc 5
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 5
Ten Capital Wealth Advisors, LLC 5
Phocas Financial Corp. 5
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 5
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 5
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 5
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 5
Ally Bridge Group (NY) LLC 5
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 5
Global Wealth Management Investment Advisory, Inc. 5
Trellus Management Company, LLC 5
Paces Ferry Wealth Advisors, Llc 5
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 5
Analytic Investors, LLC 5
Gen-Wealth Partners Inc 5
Exencial Wealth Advisors, Llc 5
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 5
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 5
Advisors Capital Management, LLC 5
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 5
Murphy Michael R 5
High Note Wealth, LLC 5
Utah Retirement Systems 5
Karp Capital Management Corp 5
AllSquare Wealth Management LLC 5
Burney Co/ 5
New York Life Investment Management Llc 5
Phoenix Wealth Advisors 5
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 5
III Capital Management 5
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 5
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 5
Rossby Financial, LCC 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 5
Whitebox Advisors Llc 5
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 5
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 5
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 5
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 5
IAG Wealth Partners, LLC 5
Weaver Consulting Group 5
Livforsakringsbolaget Skandia, Omsesidigt 5
Eminence Capital, Lp 5
Dymon Asia Capital (singapore) Pte. Ltd. 5
Simplify Asset Management Inc. 5
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 5
GKV Capital Management Co., Inc. 5
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 5
Perigon Wealth Management, LLC 5
M&G Plc 5
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 5
Ionic Capital Management LLC 5
Tri Locum Partners LP 5
Hilltop National Bank 5
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 5
RWC Asset Management LLP 5
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 5
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 5
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 5
Silverarc Capital Management, Llc 5
Blue Water Life Science Advisors, LLC 5
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 5
HN Saltoro Capital, LP 5
Bridger Management, Llc 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income 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
SOA Wealth Advisors, LLC. 5
FineMark National Bank & Trust 5
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 5
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 5
Penn Capital Management Co Inc 5
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
Quantessence Capital LLC 5
Bradley & Co. Private Wealth Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 5
Highland Capital Management, Llc 5
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 5
Pallas Capital Advisors LLC 5
Affinity Investment Advisors, Llc 5
Kb Financial Partners, Llc 5
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 5
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 5
Siemens Fonds Invest GmbH 5
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 5
Green Alpha Advisors, LLC 5
Bollard Group LLC 5
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 5
Flynn James E 5
Timpani Capital Management LLC 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
Eisler Capital (UK) Ltd. 5
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 5
1832 Asset Management L.P. 5
G2 Investment Partners Management LLC 5
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 5
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 5
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 5
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 5
Context Capital Management, LLC 5
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 5
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 5
Putnam Premier Income Trust 5
Stoneridge Investment Partners Llc 5
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 5
Smithfield Trust Co 5
Atlantic Union Bankshares Corp 5
Next Financial Holdings 5
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 5
FourThought Financial, LLC 5
APG Asset Management N.V. 5
Clear Street Llc 5
Worldquant Millennium Advisors Llc 5
Sheaff Brock Investment Advisors, LLC 5
Ausdal Financial Partners, Inc. 5
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 5
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 5
Maryland Capital Advisors Inc. 5
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 5
Ing Groep Nv 5
Andra AP-fonden 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 5
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 5
Oak Ridge Investments Llc 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
Masso Torrence Wealth Management Inc. 5
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 5
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 5
CarsonAllaria Wealth Management, Ltd. 5
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 5
Industrial Alliance Investment Management Inc. 5
Stonegate Investment Group, LLC 5
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 5
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 5
Ameriflex Group, Inc. 5
B. Metzler seel. Sohn & Co. AG 5
NN Investment Partners Holdings N.V. 5
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 5
Vanguard Horizon Funds 5
National Planning Corp 5
Operose Advisors LLC 5
Tilia Fiduciary Partners, Inc. 5
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 5
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 5
Vident Advisory, LLC 5
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5
William Blair Investment Management, Llc 5
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 5
EFG Asset Management (North America) Corp. 5
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 5
Tyler-Stone Wealth Management 5
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 5
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 5
Byrne Asset Management LLC 5
Shenkman Capital Management Inc 5
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 5
AlphaCentric Advisors LLC 5
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 5
Granite Point Capital Management, L.P. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 5
Kore Private Wealth LLC 5
First Allied Advisory Services, Inc. 5
Portolan Capital Management, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 5
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 5
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 5
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 5
Girard Partners Ltd. 5
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 5
Hitchwood Capital Management LP 5
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 5
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 5
Prescott Group Capital Management, L.l.c. 5
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 5
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 5
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 5
Hazlett, Burt & Watson, Inc. 5
Caxton Associates Llp 5
Oberweis Asset Management Inc/ 5
Absolute Return Capital, LLC 5
BBVA USA Bancshares, Inc. 5
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 5
361 Capital Llc 5
111 Capital 5
TCTC Holdings, LLC 5
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 5
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 5
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5
Avidian Wealth Solutions, LLC 5
T. Rowe Price Investment Management, Inc. 5
Machina Capital S.a.s. 5
TENOR CAPITAL MANAGEMENT Co., L.P. 5
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 5
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 5
Kovitz Investment Group Partners, LLC 5
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 5
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 5
CSat Investment Advisory, L.P. 5
Allstate Corp 5
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 5
Bluefin Trading, LLC 5
Symmetry Peak Management Llc 5
Romano Brothers And Company 5
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 5
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
WASHINGTON TRUST Co 5
Fiduciary Alliance LLC 5
K2 Principal Fund, L.p. 5
Associated Banc-corp 5
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 5
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 5
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 5
Qsemble Capital Management, LP 5
Lincoln National Corp 5
Quilter Plc 5
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 5
Moran Wealth Management, LLC 5
Dynamic Wealth Strategies, LLC 5
Bartlett & Co. Wealth Management Llc 5
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 5
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 5
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 5
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 5
IBM Retirement Fund 5
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 5
Executive Wealth Management, LLC 5
STXK - EA Series Trust - Strive Small-Cap ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
Royal London Asset Management Ltd 5
Huntleigh Advisors, Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 5
Aequim Alternative Investments LP 5
Westfield Capital Management Co Lp 5
SAC Capital Advisors LP 5
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 5
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 5
Ontario Teachers Pension Plan Board 5
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 5
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 5
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 5
Qs Batterymarch Financial Management, Inc 5
Northwest Financial Advisors 5
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 5
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 5
Cable Hill Partners, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 5
Harwood Advisory Group, LLC 5
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 5
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 5
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 5
Formula Growth Ltd 5
Redhawk Wealth Advisors, Inc. 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 5
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 5
Blackrock Master Llc 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 5
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 5
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 5
PointState Capital LP 5
E. Ohman J:or Asset Management AB 5
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 5
Grantham, Mayo, Van Otterloo & Co. LLC 5
Simon Quick Advisors, Llc 5
Wealthspire Advisors, LLC 5
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 5
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 5
AGF Investments LLC 5
Manatuck Hill Partners, LLC 5
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 5
Semanteon Capital Management, LP 5
Acuta Capital Partners, Llc 5
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 5
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 5
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 5
Pnc Funds 5
FNY Partners Fund LP 5
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 5
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5
Capital Investment Advisory Services, LLC 5
Flinton Capital Management LLC 5
Periscope Capital Inc. 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 5
Bancroft Fund Ltd 5
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 5
Calamos Strategic Total Return Fund 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
Eaton Vance Ltd Duration Income Fund 5
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 5
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 5
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 5
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 5
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 5
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 5
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 5
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 5
Tekla Life Sciences Investors 5
Advantage Investment Management, Llc 5
Tekla World Healthcare Fund 5
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 5
Opti Capital Management, Lp 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
Pinnacle Bancorp, Inc. 5
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 5
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 5
Westside Investment Management, Inc. 5
Putnam Master Intermediate Income Trust 5
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 5
Sterling Investment Advisors, Ltd. 5
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 5
Nachman Norwood & Parrott, Inc 5
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 5
Bfsg, Llc 5
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 5
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 5
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 5
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 5
Tiaa, Fsb 5
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class 5
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 5
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 5
Ellsworth Growth & Income Fund Ltd 5
QCVAX - Clearwater Investment Trust - Clearwater International Fund 5
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 5
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 5
Platinum Investment Management Ltd 5
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 5
Signition Lp 5
Legacy Financial Advisors, Inc. 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 5
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 5
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 5
Mutual Advisors, LLC 5
DC Investments Management, LLC 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 5
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 5
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 5
Arlington Trust Co LLC 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
MANA Advisors LLC 5
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 5
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 5
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 5
Beacon Pointe Advisors, LLC 5
Nissay Asset Management Corp /japan/ /adv 5
NOBOX - Northern Funds - Northern Bond Index Fund 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 5
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 5
Dagco, Inc. 5
Lake Street Advisors Group, Llc 5
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 5
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 5
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
Virtue Capital Management, LLC 5
We Are One Seven, LLC 5
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 5
Wagner Wealth Management, Llc 5
Enlightenment Research, LLC 5
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 5
CastleArk Alternatives, LLC 5
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 5
Nvwm, Llc 5
Main Management ETF Advisors, LLC 5
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 5
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 5
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 5
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 5
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 5
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 5
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 5
L & S Advisors Inc 5
Kingsview Wealth Management, LLC 5
Duncker Streett & Co Inc 5
URTH - iShares, Inc. - iShares MSCI World ETF 5
TD Capital Management LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 5
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 5
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 5
Sugarloaf Wealth Management, LLC 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 5
Cornerstone Advisors, Inc. 5
Oppenheimer Funds Inc 5
Sumitomo Mitsui DS Asset Management Company, Ltd 5
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 5
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 5
Hutchin Hill Capital, LP 5
Camelot Portfolios, LLC 5
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 5
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 5
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 5
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 5
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 5
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 5
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 5
APBAX - Cavanal Hill Funds - Active Core Fund Investor 5
Highline Wealth Partners Llc 5
NorthCoast Asset Management LLC 5
VCGAX - VALIC Co I - Growth & Income Fund 5
Myriad Asset Management Ltd. 5
Sivik Global Healthcare LLC 5
IMA Wealth, Inc. 5
Steel Peak Wealth Management LLC 5
Integrated Advisors Network LLC 5
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 5
Denver Investment Advisors Llc 5
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 5
Anfield Capital Management, LLC 5
Tygh Capital Management, Inc. 5
Madison Asset Management, LLC 5
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 5
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 5
Independent Portfolio Consultants, Inc. 5
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 4
Resona Asset Management Co.,Ltd. 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 4
Investors Research Corp 4
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 4
ICA Group Wealth Management, LLC 4
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 4
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 4
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 4
West Paces Advisors Inc. 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 4
Ascend Capital, Llc 4
Sciencast Management LP 4
RWM Asset Management, LLC 4
Silverback Asset Management Llc 4
Ellsworth Advisors, LLC 4
Willis Investment Counsel 4
Foster Dykema Cabot & Co Inc/ma 4
Exos TFP Holdings LLC 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
Summit Partners Public Asset Management, Llc 4
Bryn Mawr Capital Management Inc 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
Ropes Wealth Advisors Llc 4
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
Eubel Brady & Suttman Asset Management Inc 4
Tompkins Financial Corp 4
Mosaic Family Wealth, LLC 4
Steelhead Partners Llc 4
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 4
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 4
Black Swift Group, LLC 4
STRV - EA Series Trust - Strive 500 ETF 4
Alphasimplex Group, Llc 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 4
VitalStone Financial, LLC 4
Riggs Asset Managment Co. Inc. 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
Westwood Management Corp /il/ 4
Garde Capital, Inc. 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
Riverview Capital Advisers, LLC 4
Peapack Gladstone Financial Corp 4
Susquehanna Portfolio Strategies, LLC 4
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 4
Gardner Lewis Asset Management L P 4
St Germain D J Co Inc 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 4
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 4
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 4
People's United Financial, Inc. 4
NOFIX - Northern Funds - Northern Fixed Income Fund 4
Levin Capital Strategies, L.p. 4
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 4
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
Castle Creek Arbitrage, LLC 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
LGT Financial Advisors LLC 4
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 4
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 4
Chilton Capital Management Llc 4
Wedge Capital Management L L P/nc 4
West Tower Group, LLC 4
Plato Investment Management Ltd 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 4
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 4
Sandler Capital Management 4
NOCBX - Northern Funds - Northern Core Bond Fund 4
Ativo Capital Management LLC 4
Argent Trust Co 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 4
Compass Wealth Management LLC 4
Symphony Financial, Ltd. Co. 4
Callan Family Office, LLC 4
Athanor Capital, Lp 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 4
Princeton Global Asset Management LLC 4
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 4
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 4
Aristides Capital LLC 4
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 4
Mission Creek Capital Partners, Inc. 4
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 4
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 4
RVRB - ADVISORS SERIES TRUST - Reverb ETF 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 4
Ra Capital Management, L.p. 4
AHL Partners LLP 4
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 4
NINE MASTS CAPITAL Ltd 4
Hall Laurie J Trustee 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
Dorsey & Whitney Trust CO LLC 4
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 4
Riverhead Capital Management Llc 4
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 4
Northern Trust Co Of Connecticut 4
Bowling Portfolio Management LLC 4
Spears Abacus Advisors LLC 4
Frazier Financial Advisors, LLC 4
Iron Horse Wealth Management, LLC 4
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 4
Hartford Investment Management Co 4
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 4
Private Wealth Asset Management, LLC 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 4
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 4
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 4
Willingdon Wealth Management 4
Gofen & Glossberg Llc /il/ 4
V-Square Quantitative Management LLC 4
NEOS Investment Management LLC 4
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 4
Kimelman & Baird, LLC 4
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 4
Vanderbilt University 4
Wall Street Associates 4
Quaker Wealth Management, LLC 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
Quest Capital Management Inc /adv 4
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 4
VTL Associates, LLC 4
Decade Capital Management Llc 4
Catapult Capital Management Llc 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
25 Llc 4
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 4
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 4
Rock Springs Capital Management LP 4
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 4
Arcadia Investment Management Corp/mi 4
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
Bluefin Capital Management, Llc 4
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 4
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 4
Moody Aldrich Partners Llc 4
One Capital Management, LLC 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
Baird Robert W & Co Inc /wi/ 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
Planned Solutions, Inc. 4
Caldwell Securities, Inc 4
First Turn Management, LLC 4
American National Bank 4
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 4
Pfs Investments Inc. 4
Shine Investment Advisory Services Inc 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
Solstein Capital, LLC 4
Regent Peak Wealth Advisors LLC 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 4
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 4
Saba Capital Management, L.P. 4
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 4
EA Series Trust 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 4
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 4
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 4
Antonetti Capital Management LLC 4
Eaton Vance Senior Income Trust 4
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 4
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 4
Sei Trust Co 4
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 4
Certified Advisory Corp 4
Camden Capital, LLC 4
American Research & Management Co. 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
iA Global Asset Management Inc. 4
Jump Trading, Llc 4
Senator Investment Group LP 4
Highland Capital Management Fund Advisors, L.p. 4
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 4
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 4
World Asset Management Inc 4
XT - iSHARES TRUST - iShares Exponential Technologies ETF 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 4
Verdence Capital Advisors LLC 4
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 4
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 4
McIlrath & Eck, LLC 4
Logan Capital Management Inc 4
Six Circles Trust - Six Circles Global Bond Fund 4
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 4
Basso Capital Management, L.p. 4
York Capital Management Global Advisors, LLC 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
Wealthbridge Capital Management, Llc 4
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 4
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 4
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 4
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 4
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 4
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
Rock Creek Group, LP 4
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 4
Tsfg, Llc 4
Principia Wealth Advisory, LLC 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 4
Ashton Thomas Securities, Llc 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 4
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 4
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 4
Fir Tree Capital Management Lp 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 4
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 4
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 4
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 4
Corient Capital Partners, LLC 4
Eaton Vance Short Duration Diversified Income Fund 4
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 4
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 4
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 4
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 4
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 4
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 4
Atlas Capital Advisors Llc 4
EP Wealth Advisors, Inc. 4
Eaton Vance Senior Floating Rate Trust 4
First Bank & Trust 4
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 4
Emerald Investment Partners, Llc 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 4
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 4
Arabesque Asset Management Ltd 4
Gagnon Securities Llc 4
Boston Partners 4
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 4
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 4
Mascoma Wealth Management LLC 4
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 4
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 4
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 4
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 4
J.w. Cole Advisors, Inc. 4
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 4
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 4
Private Wealth Partners, LLC 4
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 4
Moody National Bank Trust Division 4
Castleview Partners, Llc 4
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 4
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 4
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 4
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 4
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 4
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 4
Strategic Blueprint, LLC 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 4
Ikarian Capital, LLC 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
Elo Mutual Pension Insurance Co 4
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 4
JGP Global Gestao de Recursos Ltda. 4
South Dakota Investment Council 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 4
Silvant Capital Management LLC 4
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 4
Eaton Vance Floating-rate Income Trust 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 4
Clear Creek Financial Management, LLC 4
Engrave Wealth Partners LLC 4
Blackrock Corporate High Yield Fund, Inc. 4
Eaton Vance Floating-rate Income Plus Fund 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
Bray Capital Advisors 4
Marcum Wealth, LLC 4
Bp Plc 4
Islay Capital Management, Llc 4
JJJ Advisors Inc. 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
Clough Global Equity Fund 4
Gulf International Bank (UK) Ltd 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
Clough Global Opportunities Fund 4
Bleichroeder LP 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 4
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 4
Meridian Wealth Management, LLC 4
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 4
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 4
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 4
Oppenheimer Global Multi Strategies Fund 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 4
Hartford Series Fund Inc 4
Blackrock Debt Strategies Fund, Inc. 4
DLD Asset Management, LP 4
Samalin Investment Counsel, LLC 4
Endurance Wealth Management, Inc. 4
Adviser Investments LLC 4
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 4
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 4
Hartford Mutual Funds Inc/ct 4
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 4
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 4
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 4
Rakuten Securities, Inc. 4
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
Hershey Trust Co 4
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 4
Brown, Lisle/cummings, Inc. 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
Abn Amro Investment Solutions 4
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 4
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 4
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 4
Nine Chapters Capital Management LLC 4
Magee Thomson Investment Partners Llc 4
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
Dai-Ichi Life Insurance Company, Ltd 4
Northwest & Ethical Investments L.P. 4
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 4
ARKK - Ark ETF Trust - ARK Innovation ETF 4
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 4
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
Tyers Asset Management LLC 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
HealthInvest Partners AB 4
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 4
WealthTrust-Arizona, LLC 4
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 4
Intellectus Partners, LLC 4
Equitec Proprietary Markets, Llc 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
Invenomic Capital Management LP 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
Cigna Investments Inc /new 4
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 4
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 4
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 4
Worth Venture Partners, LLC 4
Chicago Capital, LLC 4
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 4
IFM Investors Pty Ltd 4
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 4
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 4
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 4
Buckingham Strategic Wealth, Llc 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 4
Gabelli Dividend & Income Trust 4
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 4
Wealth Quarterback LLC 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 4
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 4
Warren Averett Asset Management, LLC 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 4
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 4
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 4
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 4
Glenmede Investment Management, LP 4
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 4
CenterStar Fund, LLC 4
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 4
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 4
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 4
S.A. Mason LLC 4
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 4
Cary Street Partners Financial Llc 4
Earnest Partners Llc 4
Cortina Asset Management, LLC 4
Princeton Alpha Management LP 4
NewEdge Wealth, LLC 4
Ashton Thomas Private Wealth, LLC 4
Counterpoint Mutual Funds LLC 4
Lenox Wealth Advisors, LLC 4
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 4
SpiderRock Advisors, LLC 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
Bruce G. Allen Investments, LLC 4
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 4
Fjarde Ap-fonden /fourth Swedish National Pension Fund 4
First Citizens Bank & Trust Co 4
Boston Private Bank & Trust Co 4
Bartlett & Co. LLC 4
Concurrent Investment Advisors, LLC 4
Pictet & Cie (Europe) SA 4
Capital World Investors 4
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 4
CCMG - EA Series Trust - CCM Global Equity ETF 4
EFG Asset Management (Americas) Corp. 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 4
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 4
Eagle Bay Advisors LLC 4
Ballentine Partners, LLC 4
Advantage Alpha Capital Partners LP 4
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 4
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 4
Central Pacific Bank - Trust Division 4
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
Colonial Trust Advisors 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 4
Carnegie Capital Asset Management, LLC 4
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 4
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 4
Accurate Wealth Management, LLC 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 4
Sanders Morris Harris Llc 4
Hartford Financial Management Inc. 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
Motco 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
De Burlo Group Inc 4
Valley Brook Capital Group, Inc. 4
Cornerstone Advisory, LLC 4
Profunds - Profund Vp Small-cap Value 4
Coastal Investment Advisors, Inc. 4
Meiji Yasuda Asset Management Co Ltd. 4
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 4
Kozak & Associates, Inc. 4
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 4
Jamison Private Wealth Management, Inc. 4
Massar Capital Management, LP 4
Mark Sheptoff Financial Planning, Llc 4
Achmea Investment Management B.V. 4
Usaa Etf Trust 4
Dakota Wealth Management 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
U.S. Capital Wealth Advisors, LLC 4
Evermay Wealth Management Llc 4
Eagle Global Advisors Llc 4
American Capital Advisory, LLC 4
Retirement Group, LLC 4
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 4
Ossiam 4
VBCVX - VALIC Co I - Systematic Value Fund 4
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
Paradigm Asset Management Co Llc 4
Kowal Investment Group, LLC 4
Two Roads Shared Trust - APEX HealthCare ETF 4
Handelsinvest Investeringsforvaltning 4
Bradley Foster & Sargent Inc/ct 4
Wedmont Private Capital 4
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 4
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 4
ASR Vermogensbeheer N.V. 4
Fairfield, Bush & Co. 4
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 4
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 4
Hirtle Callaghan & Co LLC 4
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 4
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 4
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 4
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 4
Community Bank, N.A. 4
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 4
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 4
Verde Servicos Internacionais S.A. 4
Investment Management Corp of Ontario 4
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 4
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 4
Fiduciary Trust Co 4
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 4
F/M Investments LLC 4
Navellier & Associates Inc 4
Astrantus Ltd 4
MASTER BOND LLC - Master Total Return Portfolio 4
Crestline Management, LP 4
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 4
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 4
Viking Global Investors Lp 4
Banco Bilbao Vizcaya Argentaria, S.a. 4
Retirement Planning Co of New England, Inc. 4
Beck Bode, LLC 4
Sittner & Nelson, Llc 4
NorthCrest Asset Manangement, LLC 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
Ghost Tree Capital, LLC 4
Lynx Investment Advisory 4
Security National Trust Co 4
Vega Investment Solutions 4
Usca Ria Llc 4
Columbia Partners L L C Investment Management 4
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 4
Cowen Group, Inc. 4
Shanda Payment Holdings Ltd. 4
Buckingham Strategic Partners 4
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 4
Wellington Shields & Co., LLC 4
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
Cormorant Asset Management, LP 4
Financial Enhancement Group LLC 4
Evolution Wealth Advisors, LLC 4
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 4
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 4
Wellington Shields Capital Management, LLC 4
Pendal Group Ltd 4
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 4
QCM Cayman, Ltd. 4
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 4
Madison Investment Holdings Inc 4
Ipswich Investment Management Co., Inc. 4
Wrapmanager Inc 4
Natixis Investment Managers International 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
WFG Advisors, LP 4
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 4
Metis Global Partners, LLC 4
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 4
Bank Of Hawaii 4
Aspect Partners, LLC 4
Forsta Ap-fonden 4
Archford Capital Strategies, LLC 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
GABELLI & Co INVESTMENT ADVISERS, INC. 4
Cornerstone Investment Partners, LLC 4
Kestra Investment Management, LLC 4
CenterBook Partners LP 4
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 4
MQS Management LLC 4
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
Wcm Investment Management, Llc 4
Charter Oak Capital Management, LLC 4
Capital Bank & Trust Co 4
VCULX - VALIC Co I - Growth Fund 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 4
Coastline Trust Co 4
Mesirow Financial Investment Management, Inc. 4
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 4
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 4
Harbourvest Partners Llc 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
Mach-1 Financial Group, Inc. 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
Rothschild Asset Management Inc 4
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 4
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 4
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
HB Wealth Management, LLC 4
Aegon Asset Management Uk Plc 4
Future Fund LLC 4
Hoover Financial Advisors, Inc. 4
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
Radcliffe Capital Management, L.P. 4
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 4
Calton & Associates, Inc. 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
Ramius Advisors Llc 4
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 4
PENN SERIES FUNDS INC - Small Cap Value Fund 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 4
Annapolis Financial Services, LLC 4
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 4
Verity Asset Management, Inc. 4
Veritable, L.P. 4
Elk Creek Partners, LLC 4
Financial Counselors Inc 4
Alpine Woods Capital Investors, Llc 4
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 4
BKD Wealth Advisors, LLC 4
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
Longfellow Investment Management Co Llc 4
Gabelli Convertible & Income Securities Fund Inc 4
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 4
Greenwood Capital Associates Llc 4
Great Valley Advisor Group, Inc. 4
Simplicity Wealth,LLC 4
Moneta Group Investment Advisors Llc 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
Easterly Investment Partners Llc 4
Arden Trust Co 4
Bedel Financial Consulting, Inc. 4
Values First Advisors, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 4
CenterStar Asset Management, LLC 4
Dana Investment Advisors, Inc. 4
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 4
Northern Right Capital Management, L.P. 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4
Hilltop Holdings Inc. 4
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 4
City State Bank 4
Global X Management CO LLC 4
Zevenbergen Capital Investments Llc 4
Planning Capital Management Corp 4
American Trust 4
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 4
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
Meteora Capital, LLC 4
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 4
Cambridge Trust Co 4
Boreal Capital Management LLC 4
Adams Diversified Equity Fund, Inc. 4
Parsons Capital Management Inc/ri 4
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 4
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 4
Main Street Group, LTD 4
DeDora Capital, Inc. 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
Allegheny Financial Group LTD 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 4
Strengthening Families & Communities, LLC 4
Calamos Wealth Management LLC 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
Vectors Research Management, LLC 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 4
Kilter Group LLC 4
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 4
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 4
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 4
Annis Gardner Whiting Capital Advisors, LLC 4
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 4
Anchor Investment Management, LLC 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
Intracoastal Capital, Llc 4
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 4
N.E.W. Advisory Services LLC 4
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 4
Country Club Bank /gfn 4
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 4
Worth Asset Management, LLC 4
Arlington Partners LLC 4
Opal Wealth Advisors, LLC 4
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 4
Zions Bancorporation 4
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 4
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 4
Global Thematic Partners, LLC 4
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 4
Grandeur Peak Global Advisors, LLC 4
Hanson & Doremus Investment Management 4
Piper Sandler & Co. 4
Beacon Capital Management, LLC 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
Veriti Management LLC 4
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 4
Brandywine Global Investment Management, LLC 4
Thoroughbred Financial Services, Llc 4
Lighthouse Investment Partners, LLC 4
Menta Capital Llc 4
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 4
Fortitude Advisory Group L.L.C. 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
Quantum Private Wealth, LLC 4
Ckw Financial Group 4
Commerzbank Aktiengesellschaft /fi 4
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 4
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 4
Saudi Central Bank 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 4
Decker Retirement Planning Inc. 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 4
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 4
Kennebec Savings Bank 4
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 4
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 4
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 4
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 4
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 4
Harvest Management Llc 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 4
Scarborough Advisors, LLC 4
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 4
Sageworth Trust Co 4
ADAR1 Capital Management, LLC 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
Financial Gravity Companies, Inc. 4
Cannell Capital Llc 4
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 4
White Pine Capital Llc 4
Monetary Management Group Inc 4
Soros Fund Management Llc 4
Chicago Partners Investment Group LLC 4
SummitTX Capital, L.P. 4
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 4
Jag Capital Management, Llc 4
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 4
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 4
Mowery & Schoenfeld Wealth Management, LLC 4
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 4
Vienna Asset Management LLC 3
TPG Group Holdings (SBS) Advisors, Inc. 3
MMCAP International Inc. SPC 3
Glenview Capital Management, Llc 3
Sarissa Capital Management LP 3
Carlson Capital L P 3
Sit Investment Associates Inc 3
General Electric Co 3
Fosun International Ltd 3
Clinton Group Inc 3
Discovery Group I, LLC 3
North Tide Capital, Llc 3
Mariner Investment Group Llc 3
Cantor Fitzgerald, L. P. 3
12 West Capital Management LP 3
Birchview Capital, LP 3
Barings Llc 3
River Road Asset Management, LLC 3
Clear Harbor Asset Management, LLC 3
Janus Capital Management Llc 3
Sun Life Financial Inc 3
Perella Weinberg Partners Capital Management LP 3
Alpine Associates Management Inc. 3
Matrix Capital Management Company, LP 3
Owl Creek Asset Management, L.P. 3
Hound Partners, LLC 3
Coatue Management Llc 3
Primecap Management Co/ca/ 3
Beck Capital Management, Llc 3
Senvest Management, LLC 3
Ariel Investments, Llc 3
AMF Pensionsforsakring AB 3
Paradigm Capital Management Inc/ny 3
Cadian Capital Management, Lp 3
University Of Texas/texas Am Investment Managment Co 3
Empery Asset Management, LP 3
Guardian Life Insurance Co Of America 3
Hirschman Orin 3
Consonance Capital Management LP 3
Cribstone Capital Management, LLC 3
Traynor Capital Management, Inc. 3
Colony Group Llc 3
Wilbanks Smith & Thomas Asset Management Llc 3
Marsico Capital Management Llc 3
M&r Capital Management Inc 3
TimesSquare Capital Management, LLC 3
Pacific Alternative Asset Management Company, Llc 3
Flow Traders U.s. Llc 3
Roundview Capital LLC 3
Morningstar Investment Services LLC 3
Brandes Investment Partners, Lp 3
Diamond Hill Capital Management Inc 3
Cowen Prime Services LLC 3
Everett Harris & Co /ca/ 3
New Amsterdam Partners Llc/ny 3
Oracle Investment Management Inc 3
Punch & Associates Investment Management, Inc. 3
Brave Asset Management Inc 3
Philadelphia Trust Co 3
Carmignac Gestion 3
Mastrapasqua Asset Management Inc 3
Intrust Bank Na 3
Old Mutual Global Investors (UK) Ltd. 3
BOK Financial Private Wealth, Inc. 3
Brown Advisory Securities, LLC 3
Advisory Alpha, LLC 3
University Of Notre Dame Du Lac 3
Ardevora Asset Management LLP 3
Formidable Asset Management, LLC 3
Bourgeon Capital Management Llc 3
Checchi Capital Advisers, LLC 3
Manning & Napier Advisors Llc 3
Gupta Wealth Management LLC 3
Sentry Investment Management Llc 3
D'Orazio & Associates, Inc. 3
Wealthfront Inc 3
Perkins Investment Management, LLC 3
Jump Trading, LLC 3
EULAV Asset Management 3
Clough Capital Partners L P 3
First Foundation Advisors 3
Meiji Yasuda Life Insurance Co 3
HBK Sorce Advisory LLC 3
Choate Investment Advisors 3
Greenleaf Trust 3
APG Asset Management US Inc. 3
Zeke Capital Advisors, Llc 3
GV Financial Advisors 3
Horizon Investments, LLC 3
Private Capital Advisors, Inc. 3
Evercore Wealth Management, LLC 3
Rathbone Brothers plc 3
Stevens First Principles Investment Advisors 3
SeaTown Holdings Pte. Ltd. 3
Gilman Hill Asset Management, LLC 3
Vantage Investment Advisors, LLC 3
Family Firm, Inc. 3
Regentatlantic Capital Llc 3
KAMES CAPITAL plc 3
Investment House Llc 3
Burt Wealth Advisors 3
Calvert Investment Management, Inc. 3
Washington Capital Management Inc 3
Rational Advisors Llc 3
Scout Investments, Inc. 3
First United Bank Trust/ 3
Timber Hill LLC 3
Cardinal Capital Management 3
Atwood & Palmer Inc 3
Baker Ellis Asset Management LLC 3
YHB Investment Advisors, Inc. 3
Nelson Capital Management, LLC 3
Trust Co Of Toledo Na /oh/ 3
Perpetual Ltd 3
Pinnacle Summer Investments, Inc. 3
Curian Capital Llc 3
Essex Financial Services, Inc. 3
Hl Financial Services Llc 3
Joel Isaacson & Co., LLC 3
Valmark Advisers, Inc. 3
Smith, Graham & Co., Investment Advisors, LP 3
Marquette Asset Management, LLC 3
CHURCHILL MANAGEMENT Corp 3
Gateway Investment Advisers Llc 3
Westchester Capital Management, LLC 3
Bridges Investment Management Inc 3
Country Club Trust Company, n.a. 3
Bb&t Securities, Llc 3
W.G. Shaheen & Associates DBA Whitney & Co 3
C WorldWide Group Holding A/S 3
RBF Capital, LLC 3
Mount Lucas Management LP 3
Avalon Advisors, Llc 3
Tang Capital Management Llc 3
Quantum Capital Management 3
Laffer Investments 3
Clark Capital Management Group, Inc. 3
Glg Llc 3
Mycio Wealth Partners, Llc 3
Jasper Ridge Partners, L.P. 3
Rockefeller Financial Services Inc 3
First Interstate Bank 3
Cutter & CO Brokerage, Inc. 3
Old Mutual Customised Solutions (proprietary) Ltd 3
TradeLink Capital LLC 3
Cypress Capital Management LLC (WY) 3
Tokio Marine Asset Management Co Ltd 3
Cordasco Financial Network 3
Ogorek Anthony Joseph /ny/ /adv 3
Garrison Asset Management, LLC 3
Paragon Capital Management Ltd 3
Cim, Llc 3
Ami Asset Management Corp 3
Elm Advisors, Llc 3
Integral Derivatives, LLC 3
Financial Advisory Service, Inc. 3
Oakbrook Investments Llc 3
Foundry Partners, LLC 3
Malaga Cove Capital, LLC 3
City Holding Co 3
DAVENPORT & Co LLC 3
Alpha Windward Llc 3
Cheyne Capital Management (UK) LLP 3
Capstone Asset Management Co 3
Exchange Capital Management, Inc. 3
Perkins Coie Trust Co 3
Indiana Trust & Investment Management CO 3
Daiwa SB Investments Ltd. 3
Carlson Capital Management 3
New England Research & Management, Inc. 3
Hilton Capital Management, LLC 3
J. Goldman & Co LP 3
Beacon Investment Advisory Services, Inc. 3
Df Dent & Co Inc 3
Doheny Asset Management /ca 3
Brandywine Managers, Llc 3
ARGI Investment Services, LLC 3
ACG Wealth 3
Tredje AP-fonden 3
AEGON USA Investment Management, LLC 3
Gladius Capital Management LP 3
Covenant Multifamily Offices, LLC 3
Gratus Capital LLC 3
Arrow Financial Corp 3
Destination Wealth Management 3
JBF Capital, Inc. 3
Stonebridge Capital Management Inc 3
River Wealth Advisors LLC 3
Pennsylvania Trust Co 3
National Pension Service 3
Trust Co 3
Heritage Investors Management Corp 3
Searle & Co. 3
Capital International Inc /ca/ 3
Oakworth Capital, Inc. 3
Brick & Kyle, Associates 3
Iguana Healthcare Management, LLC 3
I.g. Investment Management, Ltd. 3
Berkley W R Corp 3
Continental Advisors Llc 3
Piermont Capital Management LLC 3
Capital Wealth Planning, LLC 3
Yakira Capital Management, Inc. 3
Hunter Associates Investment Management Llc 3
Crestwood Advisors Group LLC 3
Kepos Capital LP 3
Oak Associates Ltd /oh/ 3
Apriem Advisors 3
Tuttle Tactical Management LLC 3
Blume Capital Management, Inc. 3
HWG Holdings LP 3
USS Investment Management Ltd 3
Dynamic Technology Lab Pte Ltd 3
Frontier Wealth Management LLC 3
Foresters Investment Management Company, Inc. 3
Lord Abbett Developing Growth Fund, Inc. 3
Kohlberg Kravis Roberts & Co. L.P. 3
Clean Yield Group 3
TRUE Private Wealth Advisors 3
Laurel Wealth Advisors, Inc. 3
Boston Trust Walden Corp 3
Pitcairn Co 3
Tributary Capital Management, LLC 3
Gagnon Advisors, LLC 3
Mn Services Vermogensbeheer B.V. 3
Alpha Omega Wealth Management LLC 3
Old Second National Bank Of Aurora 3
Exane Asset Management 3
SpiderRock Trading LLC 3
Tradeworx Inc. 3
New England Securities Corp /MA/ 3
Washington Trust Bank 3
Matarin Capital Management, LLC 3
Gideon Capital Advisors, Inc. 3
Spring Creek Capital Llc 3
Turner Investments, L.p. 3
Wafra Inc. 3
Cognios Capital, LLC 3
RPg Family Wealth Advisory, LLC 3
Integrated Investment Consultants, LLC 3
Cornerstone Wealth Management, LLC 3
Camden Asset Management L P /ca 3
SG Capital Management LLC 3
Stone Ridge Asset Management LLC 3
Clearbridge, Llc 3
Redmond Asset Management, LLC 3
Euclidean Technologies Management, LLC 3
Vivo Capital, LLC 3
Scholtz & Company, Llc 3
Iszo Capital Management Lp 3
Light Street Capital Management, Llc 3
Stelac Advisory Services LLC 3
JS Capital Management LLC 3
First National Bank Of Omaha 3
Bluestein R H & Co 3
Dubuque Bank & Trust Co 3
Cahill Financial Advisors Inc 3
Highlander Capital Management, LLC 3
Tairen Capital Ltd 3
ARS Investment Partners, LLC 3
NatWest Group plc 3
USA Financial Portformulas Corp 3
DRW Securities, LLC 3
Banco BTG Pactual S.A. 3
Kerrisdale Advisers, LLC 3
Cantab Capital Partners LLP 3
BNP Paribas Investment Partners S.A. 3
Index Management Solutions, LLC 3
Mariner Wealth Advisors-NYC, LLC 3
Balter Liquid Alternatives, LLC 3
Placemark Investments, Inc. 3
Aurora Investment Counsel 3
NuWave Investment Management, LLC 3
Societe Generale 3
Elite Wealth Management, Inc. 3
StoneX Group Inc. 3
AustralianSuper Pty Ltd 3
Asset Planning Services, Ltd. 3
Teton Westwood Funds 3
Kohmann Bosshard Financial Services, LLC 3
Rubric Capital Management LP 3
Tavio Capital LLC 3
Farmers & Merchants Trust Co of Chambersburg PA 3
Stone House Investment Management, LLC 3
First Capital Advisors Group, LLC. 3
Symmetry Partners, LLC 3
Virtus Alternative Investment Advisers, Inc. 3
Point72 Europe (London) LLP 3
Moloney Securities Asset Management, LLC 3
Neuburgh Advisers LLC 3
Ritholtz Wealth Management 3
GSB Wealth Management, LLC 3
Ridgewood Investments LLC 3
Morse Asset Management, Inc 3
YorkBridge Wealth Partners, LLC 3
Keeley-Teton Advisors, LLC 3
Clear Perspective Advisors, LLC 3
Spot Trading L.l.c. 3
Athos Capital Ltd 3
Bb&t Investment Services, Inc. 3
Donoghue Forlines LLC 3
Ark Investment Management Llc 3
Security National Bank 3
Sawyer & Company, Inc 3
Unison Advisors LLC 3
Front Row Advisors LLC 3
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 3
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 3
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 3
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 3
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 3
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 3
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 3
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 3
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 3
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 3
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 3
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 3
Profunds - Profund Vp Oil & Gas 3
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 3
PRNT - Ark ETF Trust - The 3D Printing ETF 3
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 3
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 3
Virtus Global Dividend & Income Fund Inc. 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 3
Eaton Vance Floating-rate 2022 Target Term Trust 3
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 3
Nuveen S&p 500 Dynamic Overwrite Fund 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
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
WUSAX - WANGER ADVISORS TRUST - Wanger USA 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
Zazove Convertible Securities Fund Inc 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 3
John Hancock Hedged Equity & Income Fund 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 3
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 3
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 3
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 3
Blackrock Enhanced Equity Dividend Trust 3
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 3
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 3
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
Oppenheimer Etf Trust 3
Guggenheim Strategic Opportunities Fund 3
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 3
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 3
Mfs Charter Income Trust 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 3
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 3
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 3
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 3
Oppenheimer Quest For Value Funds 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
Global Opportunities Portfolio - Global Opportunities Portfolio 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 3
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 3
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 3
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 3
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 3
Clough Global Dividend & Income Fund 3
Ares Dynamic Credit Allocation Fund, Inc. 3
Bmc Fund Inc 3
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 3
Cion Ares Diversified Credit Fund 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 3
Turner Funds 3
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 3
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 3
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 3
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 3
Carmichael Hill & Associates, Inc. 3
Redwood Investment Management, Llc 3
Skye Global Management LP 3
Truewealth Llc 3
SWS Partners 3
Fore Capital, LLC 3
Slow Capital, Inc. 3
One Wealth Advisors, LLC 3
Acorn Wealth Advisors, LLC 3
CNB Bank 3
International Biotechnology Trust Plc 3
Marino, Stram & Associates Llc 3
OmniStar Financial Group, Inc. 3
West Branch Capital LLC 3
Claybrook Capital, LLC 3
Sofinnova Investments, Inc. 3
Krane Funds Advisors LLC 3
Braun-Bostich & Associates Inc. 3
Gables Capital Management Inc. 3
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 3
Minichmacgregor Wealth Management, Llc 3
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 3
Redpoint Investment Management Pty Ltd 3
Avitas Wealth Management LLC 3
Equitable Trust Co 3
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 3
Equitable Holdings, Inc. 3
Canton Hathaway, LLC 3
Selective Wealth Management, Inc. 3
AIA Group Ltd 3
Impax Asset Management Group plc 3
Wakefield Asset Management LLLP 3
Ellis Investment Partners, LLC 3
Grandview Asset Management LLC 3
One68 Global Capital, LLC 3
Laurel Wealth Advisors LLC 3
Paradigm Financial Partners, Llc 3
Aptus Capital Advisors, LLC 3
Islet Management, LP 3
Alphabet Inc. 3
PRW Wealth Management LLC 3
Abundance Wealth Counselors 3
Seeyond 3
Alera Investment Advisors, LLC 3
Salomon & Ludwin, LLC 3
Pensionmark Financial Group, Llc 3
Wealthfront Advisers Llc 3
Aspire Private Capital, LLC 3
Human Investing LLC 3
Gyl Financial Synergies, Llc 3
Voleon Capital Management Lp 3
Lake Point Wealth Management 3
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 3
Gq Asset Management, Llc 3
Waddell & Associates, Llc 3
Arden Investment Series Trust 3
WT Wealth Management 3
Personal Cfo Solutions, Llc 3
Pacitti Group Inc. 3
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 3
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 3
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 3
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 3
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 3
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 3
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 3
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 3
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 3
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 3
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 3
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 3
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 3
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 3
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 3
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 3
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 3
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 3
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 3
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 3
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 3
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 3
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 3
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 3
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 3
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 3
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 3
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 3
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 3
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 3
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 3
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 3
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 3
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 3
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 3
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 3
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 3
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 3
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 3
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 3
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 3
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 3
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 3
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 3
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 3
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 3
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 3
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 3
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 3
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 3
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 3
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 3
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 3
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 3
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 3
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 3
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 3
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 3
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 3
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 3
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 3
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 3
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 3
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 3
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 3
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 3
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 3
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 3
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 3
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 3
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 3
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 3
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 3
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 3
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 3
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 3
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 3
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A 3
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 3
BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF 3
Profunds - Profund Vp Small-cap Growth 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 3
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 3
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 3
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 3
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 3
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 3
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 3
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 3
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 3
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 3
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 3
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 3
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 3
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 3
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 3
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 3
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 3
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 3
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 3
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 3
CPI - IndexIQ ETF Trust - IQ Real Return ETF 3
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 3
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 3
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 3
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 3
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 3
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 3
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 3
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 3
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF 3
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 3
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 3
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 3
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 3
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 3
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 3
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 3
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 3
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 3
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 3
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 3
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 3
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 3
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 3
Hoey Investments, Inc 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 3
Savior LLC 3
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 3
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 3
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 3
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 3
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 3
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 3
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 3
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio 3
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 3
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 3
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 3
BFOR - ALPS ETF Trust - Barron's 400 ETF 3
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 3
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 3
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 3
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 3
VCBCX - VALIC Co I - Blue Chip Growth Fund 3
VCAAX - VALIC Co I - Asset Allocation Fund 3
VSSGX - VALIC Co I - Small-Mid Growth Fund 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
VCIGX - VALIC Co I - Dividend Value Fund 3
VGLSX - VALIC Co I - Global Strategy Fund 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 3
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 3
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 3
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 3
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 3
VISEX - VALIC Co II - International Opportunities Fund 3
VCCBX - VALIC Co II - Core Bond Fund 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 3
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 3
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 3
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 3
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF 3
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 3
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 3
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 3
Red Door Wealth Management, LLC 3
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 3
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 3
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
BlackRock Credit Strategies Fund 3
GFG Capital, LLC 3
TBH Global Asset Management, LLC 3
Horizon Bancorp Inc /in/ 3
Marks Group Wealth Management, Inc 3
Mine & Arao Wealth Creation & Management, LLC. 3
CBIZ Investment Advisory Services, LLC 3
Keebeck Alpha, LP 3
Mayo Clinic 3
Wealth Alliance 3
Menard Financial Group LLC 3
Capital Advisory Group Advisory Services, LLC 3
Center for Financial Planning, Inc. 3
Ballast Advisors Llc 3
Deseret Mutual Benefit Administrators 3
Haafor (Singapore) Pte. Ltd. 3
Seven Springs Wealth Group, LLC 3
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 3
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 3
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 3
RMR Wealth Builders 3
Filbrandt Wealth Management, LLC 3
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 3
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 3
Ziegler Capital Management, LLC 3
Glg Inc. 3
Rosenberg Matthew Hamilton 3
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 3
FundVantage Trust - Verplanck Balanced Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 3
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 3
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 3
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 3
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 3
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 3
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 3
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 3
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 3
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class 3
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 3
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 3
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 3
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 3
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 3
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 3
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 3
Lountzis Asset Management, Llc 3
Jacob Asset Management Of New York Llc 3
GERM - ETF Managers Trust - ETFMG Treatments, Testing and Advancements ETF 3
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 3
Quantedge Capital Pte Ltd 3
First Horizon Corp 3
Knight Capital Group, Inc. 3
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 3
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 3
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 3
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF 3
Allianz Se 3
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 3
First Pacific Financial 3
Windmill Hill Asset Management Ltd 3
Bnc Wealth Management, Llc 3
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF 3
BlackRock ETF Trust - BlackRock Future Innovators ETF 3
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 3
ACVF - ETF Opportunities Trust - American Conservative Values ETF 3
Oak Harvest Investment Services 3
Clearview Wealth Advisors LLC 3
MTM Investment Management, LLC 3
Legal Advantage Investments, Inc. 3
Berger Financial Group, Inc 3
Mizuho Markets Americas Llc 3
Syverson Strege & Co 3
Eagle Health Investments LP 3
Aaron Wealth Advisors LLC 3
Golden State Equity Partners 3
OneAscent Wealth Management LLC 3
Wd Rutherford Llc 3
Accretive Wealth Partners, LLC 3
Lebenthal Global Advisors, LLC 3
Humankind Investments LLC 3
Woodward Diversified Capital, Llc 3
Standard Family Office LLC 3
AtonRa Partners 3
Colonial River Wealth Management, LLC 3
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 3
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 3
SkyView Investment Advisors, LLC 3
B. Metzler seel. Sohn & Co. Holding AG 3
Childress Capital Advisors, Llc 3
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 3
Connectus Wealth, LLC 3
O'Neil Global Advisors, Inc. 3
Stonnington Group, Llc 3
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 3
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 3
BlackRock Innovation & Growth Trust 3
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 3
Heritage Wealth Management, Llc 3
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
Bbva Usa 3
Pinnacle Wealth Management Group, Inc. 3
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 3
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 3
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 3
JFWD - Jacob Funds Inc. - Jacob Forward ETF 3
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 3
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
Amplify ETF Trust - Amplify Thematic All-Stars ETF 3
McElhenny Sheffield Capital Management, LLC 3
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 3
Smith Group Asset Management, LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
STFBX - Advisers Investment Trust - State Farm Balanced Fund 3
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 3
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 3
Oak Thistle LLC 3
Reuter James Wealth Management, Llc 3
Claris Advisors, Llc / Mo / 3
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF 3
Desjardins Global Asset Management Inc. 3
Missouri Trust & Investment Co 3
Congress Wealth Management LLC / DE / 3
Sandy Cove Advisors, LLC 3
GraniteShares Advisors LLC 3
Paralel Advisors LLC 3
Washington Trust Advisors, Inc. 3
Krs Capital Management, Llc 3
Pavadi Capital LLC 3
Fifth Lane Capital, Lp 3
Sandia Investment Management LP 3
Pluribus Labs, LLC 3
Mbb Public Markets I Llc 3
James Reed Financial Services, Inc. 3
Seaport Global Advisors, LLC 3
Wahed Invest LLC 3
Zullo Investment Group, Inc. 3
Ulland Investment Advisors, LLC 3
Forum Financial Management, LP 3
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
Oaktree Diversified Income Fund Inc. 3
Psagot Value Holdings Ltd. / (Israel) 3
Comprehensive Financial Consultants Institutional, Inc. 3
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 3
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 3
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 3
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 3
My Personal CFO, LLC 3
Provence Wealth Management Group 3
EHP Funds Inc. 3
1620 Investment Advisors, Inc. 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 3
Vise Technologies, Inc. 3
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF 3
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 3
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
Castle Wealth Management Llc 3
EdgeRock Capital LLC 3
Tradewinds, LLC. 3
Global Assets Advisory, LLC 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 3
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3
Citizens Business Bank 3
Balboa Wealth Partners 3
Armstrong Advisory Group, Inc 3
Trifecta Capital Advisors, LLC 3
Daymark Wealth Partners, Llc 3
Glass Jacobson Investment Advisors llc 3
McGlone Suttner Wealth Management, Inc. 3
Thematics Asset Management 3
ISAM Funds (UK) Ltd 3
Allstate Investment Management Co 3
Kula Investments, LLC 3
Terrapin Asset Management, LLC 3
Numerai GP LLC 3
8 Knots Management, Llc 3
Mill Creek Capital Advisors, LLC 3
SageView Advisory Group, LLC 3
Linden Thomas Advisory Services, LLC 3
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 3
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
Cm Wealth Advisors Llc 3
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 3
Zrc Wealth Management, Llc 3
Barrett & Company, Inc. 3
PFG Investments, LLC 3
Ofi Invest Asset Management 3
La Banque Postale Asset Management SA 3
Pine Valley Investments Ltd Liability Co 3
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
Efg Capital International Corp. 3
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 3
Prosperity Wealth Management, Inc. 3
DecisionPoint Financial, LLC 3
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 3
Cape Investment Advisory, Inc. 3
Tema ETF Trust - Tema Oncology ETF 3
BluePath Capital Management, LLC 3
Tiaa Trust, National Association 3
Moss Adams Wealth Advisors LLC 3
Valued Wealth Advisors LLC 3
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 3
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 3
Lecap Asset Management Ltd 3
Wetzel Investment Advisors, Inc. 3
Cetera Trust Company, N.A 3
AJOVista, LLC 3
Everpar Advisors Llc 3
Whalen Wealth Management Inc. 3
Financial Network Wealth Advisors LLC 3
SIH Partners, LLLP 3
Degroof Petercam Asset Management 3
Caitlin John, LLC 3
Torno Capital, Llc 3
Exome Asset Management LLC 3
Vima Llc 3
Able Wealth Management LLC 3
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 3
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 3
Creekmur Asset Management LLC 3
Ables, Iannone, Moore & Associates, Inc. 3
Kapitalo Investimentos Ltda 3
WealthCollab, LLC 3
Financial Synergies Wealth Advisors, Inc. 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
Triad Wealth Partners, LLC 3
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 3
Diversify Advisory Services, LLC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
New Covenant Trust Company, N.A. 3
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
Amplify ETF Trust - Amplify Treatments, Testing and Advancements ETF 3
Global X Japan Co., Ltd. 3
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 3
Fairscale Capital, LLC 3
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 3
Net Worth Advisory Group 3
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 3
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
Crews Bank & Trust 3
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 3
Fedenia Advisers LLC 3
First Financial Group Corp 3
Curio Wealth, Llc 3
Bryce Point Capital, LLC 3
Richards, Merrill & Peterson, Inc. 3
Peak6 Llc 3
Raiffeisen Bank International AG 3
Bayforest Capital Ltd 3
Catalio Capital Management, LP 3
Persistent Asset Partners Ltd 3
Tema Etfs Llc 3
Mpwm Advisory Solutions, Llc 3
REAP Financial Group, LLC 3
Copia Wealth Management 3
Lansforsakringar Fondforvaltning AB (publ) 3
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 3
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 3
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 3
North Capital, Inc. 3
MJT & Associates Financial Advisory Group, Inc. 3
Pacific Capital Partners Ltd 3
Zions Bancorporation, National Association /ut/ 3
Binnacle Investments Inc 3
Rakuten Investment Management, Inc. 3
Nova Wealth Management, Inc. 3
Wealth Management Associates, Inc. 3
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 3
Ag2r La Mondiale Gestion D'actifs 3
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 3
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 3
Harbor Asset Planning, Inc. 3
Midwest Trust Co 3
Marex Group plc 3
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 3
Caldwell Trust Co 3