Miscellaneous Fabricated Metal Products - 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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 22
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 17
Morgan Stanley 17
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 16
Renaissance Technologies Llc 15
Proequities, Inc. 15
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 15
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 15
Citadel Advisors Llc 14
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 14
UBS Group AG 14
Wells Fargo & Company/mn 14
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 14
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 14
Virtu Financial LLC 14
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 13
Pnc Financial Services Group, Inc. 13
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 13
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 13
Royal Bank Of Canada 13
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 13
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 13
Tower Research Capital LLC (TRC) 13
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 13
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 13
Creative Planning 12
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 12
Advisor Group Holdings, Inc. 12
Bank Of America Corp /de/ 12
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 12
Citigroup Inc 12
Cwm, Llc 12
Deutsche Bank Ag\ 12
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 12
Susquehanna International Group, Llp 12
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 11
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 11
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 11
Two Sigma Investments, Lp 11
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 11
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 11
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 11
Geode Capital Management, Llc 11
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 11
Verition Fund Management LLC 11
State Street Corp 11
Jane Street Group, Llc 11
Hrt Financial Lp 11
Fmr Llc 11
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 11
Goldman Sachs Group Inc 11
BlackRock, Inc. 10
California Public Employees Retirement System 10
Millennium Management Llc 10
Bank Of Montreal /can/ 10
Barclays Plc 10
Bnp Paribas Arbitrage, Sa 10
Nomura Holdings Inc 10
Jpmorgan Chase & Co 10
Invesco Ltd. 10
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 10
Acadian Asset Management Llc 10
Two Sigma Securities, Llc 10
Federated Hermes, Inc. 10
Credit Suisse Ag/ 10
Royce & Associates Lp 10
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 10
Squarepoint Ops LLC 10
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 10
Qube Research & Technologies Ltd 10
Marshall Wace, Llp 9
Group One Trading, L.p. 9
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 9
Allworth Financial LP 9
Janus Henderson Group Plc 9
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 9
Captrust Financial Advisors 9
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 9
Point72 Asset Management, L.P. 9
XTX Topco Ltd 9
D. E. Shaw & Co., Inc. 9
Simplex Trading, Llc 9
Victory Capital Management Inc 9
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 9
Signaturefd, Llc 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
Gabelli Funds Llc 9
Ronald Blue Trust, Inc. 9
Ladenburg Thalmann Financial Services Inc 9
Cambridge Investment Research Advisors, Inc. 9
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 9
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 9
Lazard Asset Management Llc 9
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 9
Vanguard Group Inc 9
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 9
SBI Securities Co., Ltd. 9
First Republic Investment Management, Inc. 9
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 9
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 9
Us Bancorp \de\ 9
Engineers Gate Manager LP 9
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 9
Manufacturers Life Insurance Company, The 9
Steward Partners Investment Advisory, Llc 9
Two Sigma Advisers, Lp 9
American International Group, Inc. 9
Aqr Capital Management Llc 9
Northern Trust Corp 9
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 9
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 9
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 9
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 9
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 9
Raymond James & Associates 9
Gamco Investors, Inc. Et Al 9
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 9
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 9
Bessemer Group Inc 9
Dimensional Fund Advisors Lp 9
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 9
SG Americas Securities, LLC 9
California State Teachers Retirement System 9
Cubist Systematic Strategies, LLC 9
IFP Advisors, Inc 9
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 9
Strs Ohio 9
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 9
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 9
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 9
Versant Capital Management, Inc 9
Stifel Financial Corp 9
New York State Common Retirement Fund 9
Advisory Services Network, LLC 9
LPL Financial LLC 9
Macquarie Group Ltd 9
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 9
Brown Advisory Inc 9
Swiss National Bank 8
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 8
United Services Automobile Association 8
Orion Portfolio Solutions, LLC 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
Keeley-Teton Advisors, LLC 8
Yousif Capital Management, Llc 8
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 8
Northwestern Mutual Wealth Management Co 8
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 8
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 8
Gotham Asset Management, LLC 8
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 8
Rockefeller Capital Management L.P. 8
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 8
D.a. Davidson & Co. 8
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 8
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 8
Nuveen Asset Management, LLC 8
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 8
Healthcare Of Ontario Pension Plan Trust Fund 8
Zurcher Kantonalbank (Zurich Cantonalbank) 8
Sofos Investments, Inc. 8
Walleye Trading LLC 8
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 8
Quadrant Capital Group Llc 8
Blair William & Co/il 8
Alliancebernstein L.p. 8
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 8
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 8
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 8
Norges Bank 8
Allianz Asset Management GmbH 8
Prelude Capital Management, Llc 8
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 8
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 8
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 8
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 8
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8
Global Retirement Partners, LLC 8
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 8
IWV - iSHARES TRUST - iShares Russell 3000 ETF 8
MAI Capital Management 8
Teacher Retirement System Of Texas 8
Envestnet Asset Management Inc 8
Tudor Investment Corp Et Al 8
Los Angeles Capital Management Llc 8
Public Employees Retirement Association Of Colorado 8
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 8
Harbour Investments, Inc. 8
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 8
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 8
Coldstream Capital Management Inc 8
ExodusPoint Capital Management, LP 8
State Of Wisconsin Investment Board 8
Paloma Partners Management Co 8
Crossmark Global Holdings, Inc. 8
NOSGX - Northern Funds - Northern Small Cap Value Fund 8
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 8
Allspring Global Investments Holdings, LLC 8
Walleye Capital LLC 8
Thrivent Financial For Lutherans 8
Russell Investments Group, Ltd. 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 8
Advisors Asset Management, Inc. 8
Fifth Third Bancorp 8
Prudential Financial Inc 8
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 8
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 8
State of Tennessee, Treasury Department 8
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 8
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 8
KBC Group NV 8
Teachers Retirement System Of The State Of Kentucky 8
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 8
Voloridge Investment Management, Llc 8
State Board Of Administration Of Florida Retirement System 8
Legal & General Group Plc 8
Mutual Of America Capital Management Llc 8
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 8
Jacobs Levy Equity Management, Inc 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 8
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 8
Voya Investment Management Llc 8
Covestor Ltd 8
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 8
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 8
Neuberger Berman Group LLC 8
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 8
Sei Investments Co 8
Lindbrook Capital, Llc 8
Parkside Financial Bank & Trust 8
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 8
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 8
Hsbc Holdings Plc 8
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 8
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 8
EverSource Wealth Advisors, LLC 8
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 8
Charles Schwab Investment Management Inc 8
Bank of New York Mellon Corp 8
Public Employees Retirement System Of Ohio 8
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 8
Adage Capital Partners Gp, L.l.c. 8
Arizona State Retirement System 8
Price T Rowe Associates Inc /md/ 8
Dynamic Technology Lab Private Ltd 8
Nisa Investment Advisors, Llc 8
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 8
M&t Bank Corp 8
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 8
Principal Financial Group Inc 8
Ubs Asset Management Americas Inc 8
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 8
Arrowstreet Capital, Limited Partnership 8
Trexquant Investment LP 8
Winton Capital Group Ltd 8
Huntington National Bank 8
Wolverine Trading, Llc 8
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 8
Parallel Advisors, LLC 8
Silvercrest Asset Management Group Llc 8
Rhumbline Advisers 8
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 8
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 8
Pacer Advisors, Inc. 8
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 8
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 8
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 8
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 8
Ameriprise Financial Inc 8
Ubs Ag 8
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 8
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 8
Panagora Asset Management Inc 8
Assetmark, Inc 8
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 8
Sterling Capital Management LLC 8
Dark Forest Capital Management Lp 8
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 8
Quantbot Technologies LP 8
VDAFX - VALIC Co I - Dynamic Allocation Fund 8
Boothbay Fund Management, Llc 8
Ameritas Investment Partners, Inc. 8
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 8
Amalgamated Bank 8
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 8
CWM Advisors, LLC 8
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 8
Raymond James Financial Inc 8
First Trust Advisors Lp 8
Truist Financial Corp 8
American Century Companies Inc 8
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 8
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 8
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 8
MetLife Investment Management, LLC 8
O'shaughnessy Asset Management, Llc 8
Schonfeld Strategic Advisors LLC 8
Balyasny Asset Management Llc 8
Comerica Bank 8
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 7
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 7
CoreCap Advisors, LLC 7
AE Wealth Management LLC 7
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 7
Natixis Advisors, L.p. 7
Glenmede Trust Co Na 7
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 7
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 7
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 7
Venturi Wealth Management, LLC 7
BlackRock Advisors LLC 7
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 7
Quantinno Capital Management LP 7
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 7
Larson Financial Group LLC 7
Mirae Asset Global Investments Co., Ltd. 7
Occudo Quantitative Strategies Lp 7
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 7
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 7
Oxford Asset Management Llp 7
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 7
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 7
HighTower Advisors, LLC 7
BlackRock Investment Management, LLC 7
PDT Partners, LLC 7
Whittier Trust Co 7
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 7
Gabelli Equity Trust Inc 7
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 7
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 7
Private Trust Co Na 7
State of New Jersey Common Pension Fund D 7
GWM Advisors LLC 7
Farmers & Merchants Investments Inc 7
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 7
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 7
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 7
PEAK6 Investments, L.P. 7
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 7
Quadrature Capital Ltd 7
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 7
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 7
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 7
Nomura Asset Management Co Ltd 7
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 7
Invesco Senior Loan Fund 7
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 7
State of Alaska, Department of Revenue 7
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 7
Sargent Bickham Lagudis LLC 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 7
SJS Investment Consulting Inc. 7
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 7
Jones Financial Companies Lllp 7
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
BNP Paribas Asset Management Holding S.A. 7
Private Advisor Group, LLC 7
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 7
Bell Investment Advisors, Inc 7
Oppenheimer Asset Management Inc. 7
Disciplined Investments, LLC 7
Creative Financial Designs Inc /adv 7
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 7
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 7
Cetera Advisor Networks LLC 7
Bayesian Capital Management, LP 7
Ensign Peak Advisors, Inc 7
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 7
Wexford Capital Lp 7
Alps Advisors Inc 7
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 7
Cornercap Investment Counsel Inc 7
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 7
Vantagepoint Funds 7
Tiaa-cref Funds 7
Whittier Trust Co Of Nevada Inc 7
College Retirement Equities Fund 7
Lord, Abbett & Co. Llc 7
Ancora Advisors, LLC 7
Gsa Capital Partners Llp 7
Virginia Retirement Systems Et Al 7
Algert Global Llc 7
Texas Permanent School Fund 7
Versor Investments LP 7
Highbridge Capital Management Llc 7
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 7
Man Group plc 7
Jefferies Group LLC 7
Vanguard Index Funds 7
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 7
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 7
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 7
Tiaa Cref Investment Management Llc 7
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 7
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 7
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 7
Teachers Advisors, Llc 7
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 7
Aigen Investment Management, Lp 7
TCI Wealth Advisors, Inc. 7
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 7
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 7
American Portfolios Advisors 7
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 7
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 7
Guggenheim Capital Llc 7
Raymond James Financial Services Advisors, Inc. 7
Parametric Portfolio Associates Llc 7
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 7
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 7
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 7
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 7
Wellington Management Group Llp 7
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 7
Cullen/frost Bankers, Inc. 7
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 7
Franklin Resources Inc 7
Mariner, LLC 7
Brinker Capital Investments, LLC 7
RidgeWorth Capital Management LLC 7
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 7
Massmutual Trust Co Fsb/adv 7
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 7
Nationwide Fund Advisors 7
Hm Payson & Co 7
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 7
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 7
Commonwealth Equity Services, Llc 7
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 7
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 7
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 7
Tocqueville Asset Management L.p. 7
Invesco Senior Income Trust 7
PEAK6 Investments LLC 7
BlackRock Group LTD 7
Magnetar Financial LLC 7
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 7
Russell Frank Co/ 7
Louisiana State Employees Retirement System 7
Schroder Investment Management Group 7
Jfs Wealth Advisors, Llc 7
Jump Financial, LLC 7
Ergoteles LLC 7
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 7
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 7
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 7
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 7
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 7
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 7
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7
Hancock Whitney Corp 7
Aquatic Capital Management LLC 7
New York State Teachers Retirement System 7
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 7
BlackRock Fund Advisors 7
Credit Agricole S A 7
Janney Montgomery Scott LLC 7
Hantz Financial Services, Inc. 7
First Horizon Advisors, Inc. 7
Meeder Asset Management Inc 7
BlackRock Institutional Trust Company, N.A. 7
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 7
Cutler Group LP 7
Segall Bryant & Hamill, Llc 7
Loomis Sayles & Co L P 7
Campbell & CO Investment Adviser LLC 7
Rydex Etf Trust 7
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 7
Tfs Capital Investment Trust 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 7
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 7
Natixis 7
Oregon Public Employees Retirement Fund 7
ProShare Advisors LLC 7
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 7
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 7
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 7
Maryland State Retirement & Pension System 7
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 7
Rice Hall James & Associates, Llc 7
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 7
State of Wyoming 7
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 7
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 7
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 6
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 6
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 6
Dupont Capital Management Corp 6
Spot Trading L.L.C 6
EntryPoint Capital, LLC 6
Piedmont Investment Advisors Llc 6
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 6
DekaBank Deutsche Girozentrale 6
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 6
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 6
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 6
Caitong International Asset Management Co., Ltd 6
Entropy Technologies, LP 6
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 6
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 6
Point72 Hong Kong Ltd 6
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 6
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 6
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 6
Brevan Howard Capital Management LP 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 6
Wealthspire Advisors, L.P. 6
Baird Financial Group, Inc. 6
Capstone Investment Advisors, Llc 6
Police & Firemen's Retirement System of New Jersey 6
Aviva Plc 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 6
Klp Kapitalforvaltning As 6
Oppenheimer Etf Trust 6
Axa S.a. 6
Capital Performance Advisors Llp 6
Parkworth Wealth Management, Inc. 6
Johnson Investment Counsel Inc 6
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 6
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 6
Aperio Group, LLC 6
Managed Account Advisors Llc 6
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 6
Claris Advisors, Llc / Mo / 6
Mml Investors Services, Llc 6
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 6
Robeco Institutional Asset Management B.V. 6
Shell Asset Management Co 6
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 6
Driehaus Capital Management Llc 6
Global Financial Private Client, LLC 6
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 6
Schubert & Co 6
Atria Wealth Solutions, Inc. 6
Corebridge Financial, Inc. 6
Pathstone Family Office, Llc 6
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 6
C M Bidwell & Associates Ltd 6
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 6
Amalgamated Financial Corp. 6
Canada Pension Plan Investment Board 6
AHL Partners LLP 6
Rothschild Investment Llc 6
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 6
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 6
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 6
Natixis Investment Managers International 6
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 6
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 6
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6
CI Private Wealth, LLC 6
PENN SERIES FUNDS INC - International Equity Fund 6
Retirement Systems of Alabama 6
State Farm Mutual Fund Trust 6
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 6
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 6
AdvisorNet Financial, Inc 6
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 6
PineBridge Investments, L.P. 6
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 6
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 6
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 6
Twinbeech Capital Lp 6
National Bank Of Canada /fi/ 6
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 6
A.R.T. Advisors, LLC 6
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 6
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 6
Citizens Financial Group Inc/ri 6
Graham Capital Management, L.P. 6
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 6
Pitcairn Co 6
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 6
State Farm Variable Product Trust 6
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 6
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 6
Asset Management One Co., Ltd. 6
Profunds - Profund Vp Oil & Gas 6
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
Fuller & Thaler Asset Management, Inc. 6
Synovus Financial Corp 6
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 6
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 6
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 6
Alpine Global Management, LLC 6
Moneta Group Investment Advisors Llc 6
GAM Holding AG 6
Centiva Capital, LP 6
Susquehanna Fundamental Investments, Llc 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 6
Eaton Vance Management 6
Glassman Wealth Services 6
Picton Mahoney Asset Management 6
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 6
Irish Life Investment Managers Ltd. 6
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 6
Benjamin F. Edwards & Company, Inc. 6
Assenagon Asset Management S.A. 6
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 6
First City Capital Management, Inc. 6
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 6
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 6
Airain ltd 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 6
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 6
Bokf, Na 6
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 6
BFOR - ALPS ETF Trust - Barron's 400 ETF 6
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 6
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 6
Kestra Advisory Services, LLC 6
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 6
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 6
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 6
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 6
Ellevest, Inc. 6
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 6
Quantamental Technologies LLC 6
EAM Investors, LLC 6
Kcg Holdings, Inc. 6
Caxton Associates Lp 6
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 6
Fox Run Management, L.l.c. 6
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 6
Farther Finance Advisors, LLC 6
Jennison Associates Llc 6
Principal Funds Inc 6
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 6
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 6
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 6
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 6
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 6
Parallax Volatility Advisers, L.P. 6
Hemington Wealth Management 6
Ellington Management Group Llc 6
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 6
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 6
Regions Financial Corp 6
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 6
Y-Intercept (Hong Kong) Ltd 6
Xponance, Inc. 6
Keebeck Alpha, LP 6
Oppenheimer Funds Inc 6
SRS Capital Advisors, Inc. 6
MetLife Securities, Inc 6
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 6
Petrus Trust Company, LTA 6
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 6
Inspire Advisors, LLC 6
Bryn Mawr Capital Management Inc 6
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 6
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 6
Concord Wealth Partners 6
Gabelli Dividend & Income Trust 6
Tompkins Financial Corp 6
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 6
Quarry LP 6
Umb Bank N A/mo 6
Vanguard World Fund 6
Cresset Asset Management, LLC 6
Pictet Asset Management Holding SA 6
BlueCrest Capital Management Ltd 6
True Wealth Design, LLC 6
Systematic Financial Management Lp 6
Crestline Management, LP 6
Proficio Capital Partners LLC 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
Knightsbridge Asset Management, Llc 6
Hillsdale Investment Management Inc. 6
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 6
Suntrust Banks Inc 6
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 6
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 6
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 6
CENTRAL TRUST Co 6
Wealth Enhancement Advisory Services, Llc 6
Amundi 6
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 6
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 6
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 6
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 6
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
Gradient Investments LLC 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 6
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 6
Brown Brothers Harriman & Co 6
Pictet Asset Management Sa 6
Spire Wealth Management 6
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 6
Martingale Asset Management L P 6
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 6
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 6
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 6
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 6
Zacks Investment Management 6
Geneos Wealth Management Inc. 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
Madison Asset Management, LLC 6
MUFG Americas Holdings Corp 6
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 6
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 6
Golden State Wealth Management, LLC 6
MQS Management LLC 6
Hartford Mutual Funds Inc/ct 6
ClariVest Asset Management LLC 6
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 6
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 6
HFM Investment Advisors, LLC 6
Td Asset Management Inc 6
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 6
Nuveen, LLC 6
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 6
Steward Financial Group LLC 6
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 6
Great West Life Assurance Co /can/ 6
Eagle Bay Advisors LLC 6
CIBC Private Wealth Group, LLC 6
Profund Advisors Llc 6
Stevens Capital Management Lp 6
Emerald Acquisition Ltd. 6
Oppenheimer & Co Inc 6
FourThought Financial, LLC 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 6
Sherbrooke Park Advisers Llc 6
Polar Asset Management Partners Inc. 6
Clearbridge Investments, LLC 6
Marshall Wace North America L.P. 6
Intech Investment Management Llc 6
T. Rowe Price Investment Management, Inc. 6
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 6
GAMMA Investing LLC 6
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 6
DiNuzzo Private Wealth, Inc. 6
Bare Financial Services, Inc 6
Metropolitan Life Insurance Co/ny 6
Principal Securities, Inc. 6
Quest Partners LLC 6
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 6
Skopos Labs, Inc. 6
Smartleaf Asset Management LLC 6
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
Vestcor Inc 5
MASTER BOND LLC - Master Total Return Portfolio 5
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 5
Gyon Technologies Capital Management, LP 5
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 5
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 5
FORA Capital, LLC 5
Column Capital Advisors, LLC 5
Park Avenue Securities Llc 5
Seacrest Wealth Management, Llc 5
APG Asset Management N.V. 5
Arkadios Wealth Advisors 5
Trust Co Of Vermont 5
Globeflex Capital L P 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 5
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 5
Tortoise Investment Management, LLC 5
Crewe Advisors LLC 5
Fieldpoint Private Securities, LLC 5
Kayne Anderson Rudnick Investment Management Llc 5
Pinnacle Wealth Planning Services, Inc. 5
Fiduciary Trust Co 5
Focused Wealth Management, Inc 5
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 5
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 5
Old Mutual Customised Solutions (proprietary) Ltd 5
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 5
Rehmann Capital Advisory Group 5
Northern Trust Co Of Connecticut 5
JustInvest LLC 5
BRYN MAWR TRUST Co 5
Avantax Planning Partners, Inc. 5
Holocene Advisors, LP 5
Berman Capital Advisors, LLC 5
Invictus RG 5
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 5
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 5
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 5
Hutchin Hill Capital, LP 5
Hartland & Co., LLC 5
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 5
GV Financial Advisors 5
Nebula Research & Development LLC 5
BDO Wealth Advisors, LLC 5
Summit Trail Advisors, Llc 5
Diametric Capital, LP 5
Chilton Capital Management Llc 5
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 5
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 5
Hudson Bay Capital Management LP 5
Pendal Group Ltd 5
Montag A & Associates Inc 5
Ci Investments Inc. 5
Simon Quick Advisors, Llc 5
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 5
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 5
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 5
McIlrath & Eck, LLC 5
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 5
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 5
Scopus Asset Management, L.p. 5
Maverick Capital Ltd 5
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 5
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 5
FIL Ltd 5
Ceredex Value Advisors LLC 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 5
Karp Capital Management Corp 5
Integrated Wealth Concepts LLC 5
Ritholtz Wealth Management 5
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 5
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 5
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 5
EAM Global Investors LLC 5
Northwestern Mutual Investment Management Company, Llc 5
FNY Investment Advisers, LLC 5
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 5
Manchester Capital Management LLC 5
Clark Capital Management Group, Inc. 5
Stratos Wealth Partners, LTD. 5
Nicholas Investment Partners, LP 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
Vident Investment Advisory, LLC 5
Truvestments Capital Llc 5
Patriot Financial Group Insurance Agency, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 5
Macroview Investment Management Llc 5
National Asset Management, Inc. 5
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 5
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 5
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 5
Portside Wealth Group, LLC 5
Cordant, Inc. 5
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 5
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 5
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 5
Connor, Clark & Lunn Investment Management Ltd. 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
Nordea Investment Management Ab 5
Skandinaviska Enskilda Banken AB (publ) 5
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 5
Pearl River Capital, LLC 5
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 5
Alphacrest Capital Management Llc 5
Bogle Investment Management L P /de/ 5
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 5
Blueshift Asset Management, LLC 5
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 5
Granite Investment Partners, LLC 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Mather Group, Llc. 5
Alberta Investment Management Corp 5
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 5
Avantax Advisory Services, Inc. 5
Innealta Capital, Llc 5
Nbc Securities, Inc. 5
Sutton Wealth Advisors Inc. 5
Twin Tree Management, LP 5
Bay Harbor Wealth Management, LLC 5
Envestnet Portfolio Solutions, Inc. 5
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 5
Diversified Trust Co 5
Wedge Capital Management L L P/nc 5
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 5
First Capital Advisors Group, LLC. 5
Toroso Investments, LLC 5
Capital Advisors, Ltd. LLC 5
Flagship Harbor Advisors, Llc 5
Evercore Wealth Management, LLC 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
Hotchkis & Wiley Capital Management Llc 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
CIBC World Markets Inc. 5
Sunbelt Securities, Inc. 5
Castleark Management Llc 5
Humankind Benefit Corp - Humankind US Stock ETF 5
Paradigm Asset Management Co Llc 5
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 5
Laurion Capital Management LP 5
Fortitude Family Office, LLC 5
Prestige Wealth Management Group LLC 5
Twin Peaks Wealth Advisors, LLC 5
Edgestream Partners, L.P. 5
Resources Investment Advisors, LLC. 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 5
Seven Eight Capital, Lp 5
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 5
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 5
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 5
Securian Asset Management, Inc 5
Dean Investment Associates, Llc 5
Alambic Investment Management, L.P. 5
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 5
Hbk Investments L P 5
Arden Investment Series Trust 5
Cornerstone Advisors, Inc. 5
Rise Advisors, LLC 5
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 5
Carret Asset Management, Llc 5
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 5
Earnest Partners Llc 5
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 5
BlackRock Japan Co. Ltd 5
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 5
Pathstone Holdings, LLC 5
QCVAX - Clearwater Investment Trust - Clearwater International Fund 5
Rational Advisors Llc 5
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 5
Cipher Capital LP 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 5
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 5
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 5
Ashton Thomas Private Wealth, LLC 5
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 5
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 5
Central Pacific Bank - Trust Division 5
Harvest Fund Management Co., Ltd 5
NumerixS Investment Technologies Inc 5
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 5
New Mexico Educational Retirement Board 5
Federation des caisses Desjardins du Quebec 5
Point72 (DIFC) Ltd 5
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 5
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 5
SpiderRock Trading LLC 5
Westpac Banking Corp 5
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 5
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 5
Northwest Investment Counselors, Llc 5
Toronto Dominion Bank 5
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 5
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 5
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 5
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 5
Belpointe Asset Management LLC 5
Gabelli Equity Series Funds Inc 5
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 5
Congress Asset Management Co /ma 5
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 5
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 5
Aster Capital Management (DIFC) Ltd 5
Catalyst Funds Management Pty Ltd 5
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
FLDFX - Meeder Funds - BALANCED FUND Retail Class 5
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 5
William Blair Investment Management, Llc 5
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 5
DRW Securities, LLC 5
QS Investors, LLC 5
Royce Value Trust Inc 5
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 5
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 5
Beacon Capital Management, LLC 5
Beaird Harris Wealth Management, LLC 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
Guggenheim Active Allocation Fund 5
First Quadrant L P/ca 5
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 5
Acrospire Investment Management LLC 5
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5
Advanced Series Trust - Ast Small-cap Growth Portfolio 5
Rialto Wealth Management, LLC 5
Tfs Capital Llc 5
Bank Of Nova Scotia 5
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 5
SAC Capital Advisors LP 5
Menta Capital Llc 5
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 5
Public Sector Pension Investment Board 5
Employees Retirement System of Texas 5
Chicago Equity Partners Llc 5
Advanced Series Trust - Ast Small-cap Value Portfolio 5
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 5
Capital Fund Management S.a. 5
Lsv Asset Management 5
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 5
Universal- Beteiligungs- und Servicegesellschaft mbH 5
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 5
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 5
Jane Street Holding, LLC 5
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 5
Pnc Funds 5
Harbor Investment Advisory, Llc 5
Motco 5
Dean Capital Management 5
Advisor Group, Inc. 5
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5
EBI - RBB Fund Trust - Longview Advantage ETF 5
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 5
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 5
Congress Wealth Management LLC / DE / 5
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 5
Exchange Traded Concepts, Llc 5
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 5
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 5
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 5
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 5
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 5
Glenmede Investment Management, LP 5
Foundry Partners, LLC 5
Ameritas Advisory Services, LLC 5
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 5
Keybank National Association/oh 5
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 5
Putnam Investments Llc 5
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 5
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 5
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 5
Howe & Rusling Inc 5
Rothschild Asset Management Inc 5
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 5
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 5
IndexIQ Advisors LLC 5
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 5
Great Lakes Advisors, Llc 5
Thompson Davis & Co., Inc. 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
Busey Wealth Management 5
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 5
Tfo-tdc, Llc 5
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 5
Capstone Asset Management Co 5
Clear Street Markets Llc 5
Stephens Consulting, LLC 5
First Manhattan Co 5
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 5
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 5
Cramer Rosenthal Mcglynn Llc 5
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 5
Cetera Investment Advisers 5
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 5
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 5
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 5
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 5
Quantitative Systematic Strategies LLC 5
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 5
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 5
VCAAX - VALIC Co I - Asset Allocation Fund 5
Eqis Capital Management, Inc. 5
Hartford Series Fund Inc 5
Grantham, Mayo, Van Otterloo & Co. LLC 5
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 5
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 5
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
Pinnacle Associates Ltd 5
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 5
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 5
Cibc World Markets Corp 5
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 5
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 5
Mason Street Advisors, Llc 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 5
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 5
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 5
Mackenzie Financial Corp 5
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 5
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 5
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 5
Inceptionr Llc 5
Cadence Capital Management Llc 5
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 5
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 5
Vaughan Nelson Investment Management, L.p. 5
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 5
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 5
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 5
Ieq Capital, Llc 5
Fort Washington Investment Advisors Inc /oh/ 5
Venture Visionary Partners LLC 5
Sandy Spring Bank 5
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 5
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 5
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 5
State Of Michigan Retirement System 5
Moody National Bank Trust Division 5
Ontario Teachers Pension Plan Board 5
SageView Advisory Group, LLC 5
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 4
Kistler-Tiffany Companies, LLC 4
NOMIX - Northern Funds - Northern Mid Cap Index Fund 4
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 4
nVerses Capital, LLC 4
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 4
NSIDX - Northern Funds - Northern Small Cap Index Fund 4
Allstate Corp 4
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 4
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 4
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 4
V-Square Quantitative Management LLC 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 4
Municipal Employees' Retirement System of Michigan 4
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 4
AMP Capital Investors Ltd 4
CenterBook Partners LP 4
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4
Fred Alger Management, Llc 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 4
Quent Capital, LLC 4
Susquehanna Portfolio Strategies, LLC 4
Delpha Capital Management, Llc 4
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
Freestone Grove Partners LP 4
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 4
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 4
STXV - EA Series Trust - Strive 1000 Value ETF 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
Financial Network Wealth Advisors LLC 4
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 4
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
NOBOX - Northern Funds - Northern Bond Index Fund 4
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 4
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 4
Commonwealth Equity Services, Inc 4
Bartlett & Co. Wealth Management Llc 4
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 4
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 4
NSGRX - Northern Funds - Northern Small Cap Core Fund 4
NOLVX - Northern Funds - Northern Large Cap Value Fund 4
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 4
REAP Financial Group, LLC 4
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4
ISAM Funds (UK) Ltd 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
Wedbush Securities Inc 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 4
South Dakota Investment Council 4
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 4
First Interstate Bank 4
Ballentine Partners, LLC 4
Sachetta, LLC 4
Private Wealth Management Group, LLC 4
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4
Calvert Investment Management, Inc. 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
Seizert Capital Partners, Llc 4
STXK - EA Series Trust - Strive Small-Cap ETF 4
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 4
Qs Batterymarch Financial Management, Inc 4
Avion Wealth 4
Newbridge Financial Services Group, Inc. 4
STXG - EA Series Trust - Strive 1000 Growth ETF 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
Transamerica Financial Advisors, Inc. 4
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 4
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 4
Whitebox Mutual Funds 4
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 4
Cookson Peirce & Co Inc 4
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 4
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 4
Blackrock Ltd Duration Income Trust 4
Wetzel Investment Advisors, Inc. 4
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 4
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 4
Ground Swell Capital, LLC 4
Sei Trust Co 4
Accurate Wealth Management, LLC 4
Enterprise Financial Services Corp 4
Prescott Group Capital Management, L.l.c. 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
Man Investments Ltd 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 4
Park Place Capital Corp 4
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 4
Cetera Advisors LLC 4
Sit Investment Associates Inc 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 4
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 4
Hanseatic Management Services Inc 4
Level Four Advisory Services, Llc 4
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 4
Shelton Capital Management 4
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 4
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 4
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 4
Bb&t Securities, Llc 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
Independent Portfolio Consultants, Inc. 4
Centaurus Financial, Inc. 4
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 4
Minneapolis Portfolio Management Group, LLC 4
WPG Advisers, LLC 4
Counterpoint Mutual Funds LLC 4
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 4
SummitTX Capital, L.P. 4
Wealthcare Advisory Partners LLC 4
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 4
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4
Harbour Capital Advisors, LLC 4
JJJ Advisors Inc. 4
Legacy Financial Advisors, Inc. 4
Clean Yield Group 4
Benjamin Edwards Inc 4
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 4
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 4
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 4
Gabelli Global Small & Mid Cap Value Trust 4
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
Sigma Planning Corp 4
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 4
UMA Financial Services, Inc. 4
PENN SERIES FUNDS INC - Small Cap Index Fund 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 4
EP Wealth Advisors, Inc. 4
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 4
Pine River Capital Management L.P. 4
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4
Mercer Global Advisors Inc /adv 4
Convergence Investment Partners, LLC 4
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 4
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 4
Landscape Capital Management, L.l.c. 4
Toth Financial Advisory Corp 4
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 4
Brookfield Asset Management Inc. 4
Optiver Holding B.V. 4
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 4
NewEdge Wealth, LLC 4
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 4
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 4
Treasurer of the State of North Carolina 4
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 4
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 4
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 4
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 4
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 4
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 4
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 4
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 4
FDx Advisors, Inc. 4
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 4
Eagle Asset Management Inc 4
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 4
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 4
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 4
Coppell Advisory Solutions LLC 4
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 4
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 4
Boston Partners 4
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4
EMC Capital Management 4
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 4
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 4
Wealthfront Advisers Llc 4
Headlands Technologies LLC 4
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 4
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 4
Glen Harbor Capital Management LLC 4
OMERS ADMINISTRATION Corp 4
Teza Capital Management LLC 4
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 4
LGT Financial Advisors LLC 4
Interchange Capital Partners, LLC 4
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 4
Koch Industries Inc 4
Pictet Asset Management Ltd 4
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 4
Register Financial Advisors LLC 4
Qrg Capital Management, Inc. 4
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 4
ETRADE Capital Management LLC 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 4
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
Usca Ria Llc 4
Bridgefront Capital, LLC 4
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 4
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 4
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 4
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 4
RobecoSam USA, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 4
Weld Capital Management Llc 4
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 4
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 4
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 4
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 4
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4
Fruth Investment Management 4
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 4
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 4
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 4
Ubs Oconnor Llc 4
Annis Gardner Whiting Capital Advisors, LLC 4
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 4
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 4
Sageworth Trust Co 4
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 4
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 4
Vantage Consulting Group Inc 4
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 4
Norden Group Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 4
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 4
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 4
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 4
Advisors Preferred, LLC 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 4
Kula Investments, LLC 4
Osterweis Capital Management Inc 4
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 4
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 4
Deprince Race & Zollo Inc 4
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
Zions Bancorporation, N.A. 4
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 4
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 4
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 4
Arlington Trust Co LLC 4
Signet Financial Management, Llc 4
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 4
Cambridge Trust Co 4
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 4
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 4
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 4
New York Life Investment Management Llc 4
Atria Investments Llc 4
Wipfli Financial Advisors Llc, 4
Duality Advisers, Lp 4
WASHINGTON TRUST Co 4
Townsquare Capital Llc 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
Janney Capital Management LLC 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 4
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
Wbi Investments, Inc. 4
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 4
Advent Claymore Convertible Securities & Income Fund 4
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 4
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 4
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 4
Elk Creek Partners, LLC 4
MTM Investment Management, LLC 4
Bailard, Inc. 4
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4
Axiom International Investors Llc /de 4
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 4
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 4
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 4
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 4
Balentine LLC 4
Agf Investments Inc. 4
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 4
Mirabella Financial Services Llp 4
Candriam Luxembourg S.C.A. 4
Wiley Bros.-aintree Capital, Llc 4
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 4
Meridian Wealth Partners, LLC 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 4
Evolution Wealth Advisors, LLC 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 4
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 4
General Motors Investment Management Corp 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
Xact Kapitalforvaltning AB 4
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 4
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 4
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 4
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 4
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 4
Mackay Shields Llc 4
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 4
Hexagon Capital Partners LLC 4
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 4
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 4
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 4
Bartlett & Co. LLC 4
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 4
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 4
Albion Financial Group /ut 4
Meadow Creek Investment Management LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 4
Parametrica Management Ltd 4
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 4
Van Eck Associates Corp 4
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 4
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 4
First Hawaiian Bank 4
Lucus Advisors Llc 4
PFG Advisors 4
Princeton Alpha Management LP 4
Gts Securities Llc 4
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 4
IWM - iSHARES TRUST - iShares Russell 2000 ETF 4
Johnson Financial Group, Inc. 4
Absolute Return Capital, LLC 4
Welch Group, LLC 4
Etf Managers Group, Llc 4
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 4
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 4
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 4
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 4
Weiss Asset Management LP 4
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 4
Sowell Financial Services LLC 4
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 4
Baker Avenue Asset Management, LP 4
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
Knight Capital Group, Inc. 4
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 4
Regent Peak Wealth Advisors LLC 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 4
VCSLX - VALIC Co I - Small Cap Index Fund 4
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 4
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
VMIDX - VALIC Co I - Mid Cap Index Fund 4
Independent Advisor Alliance 4
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 4
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 4
Clinton Group Inc 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 4
Mckinley Capital Management Llc /delaware 4
Lido Advisors, LLC 4
Radnor Capital Management, LLC 4
Tarbox Family Office, Inc. 4
Stone Ridge Asset Management LLC 4
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 4
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4
Barrow Hanley Mewhinney & Strauss Llc 4
Visium Asset Management, LP 4
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 4
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 4
Wesbanco Bank Inc 4
Interval Partners, LP 4
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 4
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 4
JNBA Financial Advisors 4
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 4
CIBC Asset Management Inc 4
Baldwin Brothers Inc/ma 4
Profunds - Profund Vp Small-cap 4
Corton Capital Inc. 4
Elkfork Partners LLC 4
Westwood Holdings Group Inc 4
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 4
Profunds - Profund Vp Mid-cap Value 4
Salem Investment Counselors Inc 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
Stephens Inc /ar/ 4
Jupiter Asset Management Ltd 4
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4
Profunds - Profund Vp Mid-cap Growth 4
Stanley-Laman Group, Ltd. 4
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 4
Profunds - Profund Vp Ultramid-cap 4
Profunds - Profund Vp Ultrasmall-cap 4
Illinois Municipal Retirement Fund 4
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
Axq Capital, Lp 4
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 4
Weiss Multi-Strategy Advisers LLC 4
ORG Partners LLC 4
Utah Retirement Systems 4
International Assets Investment Management, Llc 4
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4
Essex Investment Management Co Llc 4
Carolinas Wealth Consulting Llc 4
M Holdings Securities, Inc. 4
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 4
LS Investment Advisors, LLC 4
Sonora Investment Management, LLC 4
Ethic Inc. 4
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 4
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 4
Private Capital Group, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
Old National Bancorp /in/ 4
Legato Capital Management LLC 4
AlphaStar Capital Management, LLC 4
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 4
Woodline Partners LP 4
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4
Cambria Investment Management, L.P. 4
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 4
SOUTH STATE Corp 4
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 4
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 4
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 4
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 4
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 4
Prime Capital Investment Advisors, LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 4
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
First Citizens Bank & Trust Co 4
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 4
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 4
Seelaus Asset Management LLC 4
Ramsey Quantitative Systems 4
Snowden Capital Advisors LLC 4
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 4
Gabelli Nextshares Trust 4
Moors & Cabot, Inc. 4
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 4
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 4
Lombard Odier Asset Management (USA) Corp 4
First Mercantile Trust Co 4
UMPIX - Profunds - Ultramid-cap Profund Investor Class 4
MLPIX - Profunds - Mid-cap Value Profund Investor Class 4
SLPIX - Profunds - Small-cap Profund Investor Class 4
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 4
IWB - iSHARES TRUST - iShares Russell 1000 ETF 4
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 4
Sanctuary Advisors, LLC 4
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 4
Financial Management Professionals, Inc. 4
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 4
WFG Advisors, LP 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4
MDPIX - Profunds - Mid-cap Profund Investor Class 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 4
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
Assured Investment Management LLC 4
Schonfeld Group Holdings LLC 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
Robeco Schweiz AG 4
USA Financial Portformulas Corp 4
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 4
Winton Diversified Opportunities Fund 4
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 4
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 4
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 4
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 4
Spdr S&p Midcap 400 Etf Trust 4
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 4
Td Private Client Wealth Llc 4
Ashton Thomas Securities, Llc 4
Millburn Ridgefield Corp 4
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4
1832 Asset Management L.P. 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
HWAY - Themes ETF Trust - Themes US Infrastructure ETF 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 4
Kingsview Wealth Management, LLC 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 4
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 4
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 4
Cornerstone Capital Management Holdings Llc. 4
Standard Life Aberdeen plc 4
Cortina Asset Management, LLC 4
Mitsubishi UFJ Trust & Banking Corp 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 4
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 4
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 4
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 4
Glen Eagle Advisors, LLC 4
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 4
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
Handelsbanken Fonder AB 4
Trust Co Of Toledo Na /oh/ 4
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4
Riverhead Capital Management Llc 4
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 4
Rafferty Asset Management, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 4
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 4
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 4
Nine Chapters Capital Management LLC 4
Fayez Sarofim & Co 4
Sound Income Strategies, LLC 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 4
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 4
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 4
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 4
LRI Investments, LLC 4
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 4
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 4
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 4
Oak Thistle LLC 4
Harel Insurance Investments & Financial Services Ltd. 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 4
CenterStar Fund, LLC 4
Gemmer Asset Management LLC 4
Horizon Investments, LLC 4
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 4
Invenomic Capital Management LP 4
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 4
Catalyst Capital Advisors LLC 4
Bridgewater Associates, LP 4
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 4
Csenge Advisory Group 4
Maple Securities Usa Inc 4
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
Wayfinding Financial, LLC 4
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 4
Invictus RG Pte. Ltd. 4
ArrowMark Colorado Holdings LLC 4
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 4
Massachusetts Financial Services Co /ma/ 4
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 4
Stifel Nicolaus & Co Inc \mo\ 4
GHP Investment Advisors, Inc. 4
Itau Unibanco Holding S.A. 4
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 4
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 4
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 4
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 4
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 4
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
Mason Street Advisors, Llc 4
Madison Investment Advisors, LLC 4
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 4
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 4
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 4
Spark Investment Management LLC 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 4
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 4
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4
SECOR Capital Advisors, LP 4
Cerity Partners LLC 4
Wcm Investment Management, Llc 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
Brinker Capital Inc 4
Wolverine Asset Management Llc 4
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 4
Arlington Partners LLC 4
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4
VTL Associates, LLC 4
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 4
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 4
Catapult Capital Management Llc 4
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 4
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 4
Sciencast Management LP 4
Numeric Investors Llc 4
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4
Amundi Pioneer Asset Management Inc 4
Donoghue Forlines LLC 4
Kennedy Capital Management, Inc. 4
Commerzbank Aktiengesellschaft /fi 3
Evoke Wealth, Llc 3
MARSHALL WACE ASIA Ltd 3
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 3
Alaska Permanent Fund Corp 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 3
U.S. Capital Wealth Advisors, LLC 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
Smith Group Asset Management, LLC 3
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 3
Boston Private Bank & Trust Co 3
JB Capital LLC 3
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 3
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 3
Nuveen Core Equity Alpha Fund 3
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 3
Prospera Financial Services Inc 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
Moore Capital Management, Lp 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
Mork Capital Management, LLC 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
Eaton Vance Senior Income Trust 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
Commerce Bank 3
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 3
Harbor Capital Advisors, Inc. 3
Psagot Investment House Ltd. 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 3
Fractal Investments LLC 3
Laurel Wealth Advisors, Inc. 3
Confluence Wealth Services, Inc. 3
Symphony Asset Management Llc 3
RPG Investment Advisory, LLC 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
Reilly Financial Advisors, Llc 3
Private Ocean, LLC 3
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 3
Tributary Capital Management, LLC 3
HB Wealth Management, LLC 3
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
NJ State Employees Deferred Compensation Plan 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
Raleigh Capital Management Inc. 3
NEXT Financial Group, Inc 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
Adalta Capital Management LLC 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 3
TradeLink Capital LLC 3
Whitebox Advisors Llc 3
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 3
NOLCX - Northern Funds - Northern Large Cap Core Fund 3
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 3
Reliance Trust Co Of Delaware 3
APHUX - ARTISAN PARTNERS FUNDS INC - Artisan Floating Rate Fund Institutional Shares 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 3
Psagot Value Holdings Ltd. / (Israel) 3
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 3
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
Everence Capital Management Inc 3
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 3
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 3
Tradeworx Inc. 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
Janus Capital Management Llc 3
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 3
Penserra Capital Management LLC 3
AlphaMark Advisors, LLC 3
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 3
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 3
Financial Architects, Inc 3
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 3
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 3
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 3
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
Advanced Series Trust - Ast Advanced Strategies Portfolio 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 3
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 3
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 3
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 3
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
Spring Creek Capital Llc 3
Fma Advisory Inc 3
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
National Planning Corp 3
Camarda Financial Advisors, LLC 3
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 3
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 3
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 3
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
Balboa Wealth Partners 3
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 3
Fiduciary Alliance LLC 3
Turner Investments, L.p. 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 3
Cooper Creek Partners Management Llc 3
Sumitomo Mitsui Trust Holdings, Inc. 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
New England Capital Financial Advisors LLC 3
FourThought Financial Partners, LLC 3
Bleakley Financial Group, LLC 3
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 3
Capital World Investors 3
SYSTM Wealth Solutions LLC 3
Banco Bilbao Vizcaya Argentaria, S.a. 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
Investment Counselors Of Maryland Llc 3
Isthmus Partners, Llc 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
Donaldson Capital Management, Llc 3
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 3
Point72 Middle East FZE 3
Linden Thomas Advisory Services, LLC 3
Griffin Asset Management, Inc. 3
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 3
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 3
Capital Asset Advisory Services LLC 3
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 3
Qci Asset Management Inc/ny 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 3
Quantitative Investment Management, LLC 3
Fifth Third Wealth Advisors LLC 3
Ajo, Lp 3
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 3
DT Investment Partners, LLC 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 3
Phoenix Holdings Ltd. 3
Fort, L.p. 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 3
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 3
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
Cherry Tree Wealth Management, LLC 3
Delta Lloyd Nv 3
Goelzer Investment Management, Inc. 3
Brandywine Global Investment Management, LLC 3
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
Transamerica Partners Portfolios 3
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 3
Monarch Partners Asset Management LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
Cape Investment Advisory, Inc. 3
TD Waterhouse Canada Inc. 3
Vident Advisory, LLC 3
Transamerica Partners Funds Group Ii 3
Silicon Valley Capital Partners 3
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
Capital Bank & Trust Co 3
West Paces Advisors Inc. 3
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 3
Pzena Investment Management Llc 3
Anchor Investment Management, LLC 3
Icon Advisers Inc/co 3
Canandaigua National Bank & Trust Co 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 3
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
Transamerica Partners Funds Group 3
Cetera Trust Company, N.A 3
Gilliland Jeter Wealth Management LLC 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
Frazier Financial Advisors, LLC 3
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 3
Guyasuta Investment Advisors Inc 3
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 3
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 3
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 3
Abich Financial Wealth Management LLC 3
Thompson Siegel & Walmsley Llc 3
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 3
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 3
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 3
Main Street Group, LTD 3
Veritable, L.P. 3
Bogart Wealth, LLC 3
Hobbs Group Advisors, LLC 3
Sivia Capital Partners, LLC 3
Timber Hill LLC 3
Point72 Asia (Singapore) Pte. Ltd. 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
Richardson Financial Services Inc. 3
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 3
Anson Funds Management LP 3
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 3
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 3
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3
Mosaic Family Wealth, LLC 3
WealthCollab, LLC 3
Cna Financial Corp 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 3
American Capital Advisory, LLC 3
Advocacy Wealth Management Services, LLC 3
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 3
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 3
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
Associated Banc-corp 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 3
Cascade Financial Partners, LLC 3
River & Mercantile Asset Management Llp 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 3
NewSquare Capital LLC 3
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 3
Valeo Financial Advisors, LLC 3
Lincoln National Corp 3
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 3
Maven Securities LTD 3
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 3
Dubuque Bank & Trust Co 3
Highlander Capital Management, LLC 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 3
First Personal Financial Services 3
YHB Investment Advisors, Inc. 3
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 3
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 3
Kestra Investment Management, LLC 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
NatWest Group plc 3
Ing Groep Nv 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
Deere & Co 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 3
Empowered Funds, LLC 3
Highline Wealth Partners Llc 3
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 3
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 3
Haverford Trust Co 3
Erste Asset Management GmbH 3
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 3
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 3
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3
Scotia Capital Inc. 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3
Fft Wealth Management Llc 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 3
Evanson Asset Management, LLC 3
Royce Micro-cap Trust, Inc /md/ 3
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 3
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 3
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 3
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 3
Hopwood Financial Services, Inc. 3
Impact Capital Partners LLC 3
Hughes Financial Services, LLC 3
King Luther Capital Management Corp 3
BNP Paribas Investment Partners S.A. 3
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 3
WealthTrak Capital Management LLC 3
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 3
MML Series Investment Fund II - MML Blend Fund Initial Class 3
Transce3nd, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 3
Adviser Investments LLC 3
Eisler Capital Management Ltd. 3
Hanson & Doremus Investment Management 3
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 3
BBVA USA Bancshares, Inc. 3
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 3
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 3
Front Row Advisors LLC 3
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 3
Curian Capital Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 3
Placemark Investments, Inc. 3
Aviance Capital Management, Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
Capital A Wealth Management, LLC 3
Dogwood Wealth Management LLC 3
Park Square Financial Group, LLC 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
Eaton Vance Floating-rate Income Trust 3
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
Global X Management CO LLC 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 3
111 Capital 3
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 3
Cable Hill Partners, LLC 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 3
American National Bank 3
Corient IA LLC 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
Front Street Capital Management, Inc. 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 3
Savior LLC 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 3
DnB Asset Management AS 3
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 3
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 3
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 3
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 3
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 3
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 3
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 3
ABASX - AB TRUST - AB Discovery Value Fund Class A 3
Americafirst Capital Management, Llc 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 3
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 3
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
Invesco Bond Fund 3
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 3
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 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
DAVENPORT & Co LLC 3
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 3
GW&K Investment Management, LLC 3
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 3
Alpha Windward Llc 3
Invesco Dynamic Credit Opportunities Fund 3
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 3
Chevy Chase Trust Holdings, Inc. 3
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 3
Financial Engines Advisors L.L.C. 3
Claymore Exchange-traded Fund Trust 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 3
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
Fisher Asset Management, LLC 3
Eaton Vance Senior Floating Rate Trust 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 3
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 3
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 3
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 3
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
Jpmorgan Trust Iii 3
Css Llc/il 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
Jefferies Financial Group Inc. 3
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 3
First PREMIER Bank 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
Aristides Capital LLC 3
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
Contravisory Investment Management, Inc. 3
Chartwell Investment Partners, Llc 3
VCGAX - VALIC Co I - Growth & Income Fund 3
World Asset Management Inc 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
Carroll Financial Associates, Inc. 3
Blackrock Multi-sector Income Trust 3
UXI - PROSHARES TRUST - ProShares Ultra Industrials 3
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 3
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 3
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 3
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 3
Cubic Asset Management, LLC 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
Caisse De Depot Et Placement Du Quebec 3
Profunds - Profund Vp Small-cap Growth 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
Profunds - Profund Vp Industrials 3
Zurich Insurance Group Ltd/FI 3
RBF Capital, LLC 3
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 3
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 3
Lenox Wealth Advisors, LLC 3
New England Research & Management, Inc. 3
CHICAGO TRUST Co NA 3
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 3
Vanguard Explorer Fund 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 3
Hilltop Holdings Inc. 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
Copper Rock Capital Partners, LLC 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 3
Passport Capital, LLC 3
Kempner Capital Management Inc. 3
Penn Capital Management Co Inc 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 3
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 3
Eaton Vance Ltd Duration Income Fund 3
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 3
J. Goldman & Co LP 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
SkyOak Wealth, LLC 3
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 3
Great Diamond Partners, LLC 3
Quaker Wealth Management, LLC 3
First Bank & Trust 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
Banque Cantonale Vaudoise 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
Winslow, Evans & Crocker, Inc. 3
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 3
Sawtooth Solutions, LLC 3
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 3
Sapience Investments, LLC 3
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 3
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 3
JT Stratford LLC 3
R&F Capital Advisors LP 3
Parcion Private Wealth LLC 3
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
Advantage Alpha Capital Partners LP 3
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 3
Capstone Series Fund Inc 3
Miracle Mile Advisors, LLC 3
Cinctive Capital Management LP 3
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 3
Resonant Capital Advisors, LLC 3
CVA Family Office, LLC 3
Archer Investment Corp 3
Procyon Private Wealth Partners, LLC 3
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 3
Brave Asset Management Inc 3
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 3
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 3
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 3
Community Bank, N.A. 3
Signition Lp 3
Raymond James Trust N.a. 3
BBT Capital Management, LLC 3
BI Asset Management Fondsmaeglerselskab A/S 3
Blackrock Debt Strategies Fund, Inc. 3
Blackrock Core Bond Trust 3
Blackrock Corporate High Yield Fund, Inc. 3
Parisi Gray Wealth Management 3
CAPROCK Group, Inc. 3
F&C Asset Management plc 3
Financial Gravity Companies, Inc. 3
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 3
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 3
Investors Research Corp 3
Consolidated Planning Corp 3
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 3
Westfield Capital Management Co Lp 3
Fiera Capital Corp 3
Perigon Wealth Management, LLC 3
Foster & Motley Inc 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
Truewealth Llc 3
Symphony Financial, Ltd. Co. 3
Bank Julius Baer & Co. Ltd, Zurich 3
Cantor Fitzgerald, L. P. 3
Forum Funds 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
Caption Management, LLC 3
Athanor Capital, Lp 3
Rsm Us Wealth Management Llc 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 3
St Germain D J Co Inc 3
Bowling Portfolio Management LLC 3
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 3
Patten Group, Inc. 3
AIEQ - ETF Managers Trust - AI Powered Equity ETF 3
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 3
Brasada Capital Management, Lp 3
Artemis Investment Management LLP 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 3
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 3
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3
Argent Trust Co 3
We Are One Seven, LLC 3
CNB Bank 3
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 3
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 3
Chilton Investment Co Llc 3
Xai Octagon Floating Rate & Alternative Income Term Trust 3
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 3
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 3
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 3
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 3
CLARET ASSET MANAGEMENT Corp 3
Harvest Group Wealth Management, Llc 3
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
Pacific Center for Financial Services 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
Wealthfront Inc 3
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 3
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 3
Change Path, LLC 3
Westend Capital Management LLC 3
Prudent Man Advisors, LLC 3
Burney Co/ 3
Mount Yale Investment Advisors, LLC 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
CX Institutional 3
Six Circles Trust - Six Circles Global Bond Fund 3
HighVista Strategies LLC 3
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
Hartford Investment Management Co 3
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 3
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 3
Agf Management Ltd 3
Capital One, National Association 3
Carmignac Gestion 3
EULAV Asset Management 3
Jackson Creek Investment Advisors LLC 3
Boston Advisors Llc 3
TFC Financial Management 3
Alphagen Securities Llc 3
Paces Ferry Wealth Advisors, Llc 3
Omnia Family Wealth, LLC 3
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
Portolan Capital Management, LLC 3
Beacon Pointe Advisors, LLC 3
Enlightenment Research, LLC 3
Cary Street Partner Investment Advisory Llc 3
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
Personal Wealth Partners 3
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 3
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 3
FinTrust Capital Advisors, LLC 3
Skylands Capital, LLC 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 3
Next Capital Management LLC 3
Bellwether Advisors, LLC 3
Koshinski Asset Management, Inc. 3
TrinityPoint Wealth, LLC 3
Baker Tilly Financial, Llc 3
Mycio Wealth Partners, Llc 3
Aaron Wealth Advisors LLC 3
NorthCoast Asset Management LLC 3
Livforsakringsbolaget Skandia, Omsesidigt 3
Ameritas Investment Corp 3
CBOE Vest Financial, LLC 3
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
Cornerstone Investment Partners, LLC 3
Opal Wealth Advisors, LLC 3
Allegheny Financial Group LTD 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
Wilen Investment Management Corp. 3
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
Vontobel Holding Ltd. 3
Brant Point Investment Management Llc 3
Ostrum Asset Management 3
Mirova 3
O'Shares Investment Advisers, LLC 3
Alpha DNA Investment Management LLC 3
Morningstar Investment Services LLC 3
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 3
Saturna Capital CORP 3
Yorktown Management & Research Co Inc 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
Pensionmark Financial Group, Llc 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
HighPoint Advisor Group LLC 3
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 3
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 3
Navellier & Associates Inc 3
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 3
Buckingham Strategic Wealth, Llc 3
Qtron Investments LLC 3
Bain Capital Public Equity Management Ii, Llc 3
Quest Capital Management Inc /adv 3
Covenant Partners, LLC 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
Legacy Wealth Asset Management, LLC 3
Capital International Investors 3
Quilter Plc 3
Guardian Wealth Advisors, LLC 3
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 3
Continuum Advisory, LLC 3
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
Money Concepts Capital Corp 3
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 3
Plante Moran Financial Advisors, LLC 3
Comerica Securities,inc. 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 3
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 3
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 3
Vestmark Advisory Solutions, Inc. 3
Inscription Capital, LLC 3
Greenleaf Trust 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
Reynolds Capital Management Llc 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
Freestone Capital Holdings, LLC 3
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
Alyeska Investment Group, L.P. 3
Deerfield Management Company, L.p. (series C) 3
Leap Investments Lp 3
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 3
Westchester Capital Management, LLC 3
Warren Averett Asset Management, LLC 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
Affinity Investment Advisors, Llc 3
Strategic Global Advisors, LLC 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 3
Campbell Multi-strategy Trust 3
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 3
Zebra Capital Management LLC 3