Oil and Gas Field Machinery and Equipment - 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
Bank Of America Corp /de/ 29
Millennium Management Llc 28
Proequities, Inc. 28
UBS Group AG 28
Goldman Sachs Group Inc 27
Citadel Advisors Llc 27
Wells Fargo & Company/mn 27
Morgan Stanley 27
Jane Street Group, Llc 26
Citigroup Inc 26
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 25
Bank of New York Mellon Corp 25
Susquehanna International Group, Llp 25
Geode Capital Management, Llc 24
BlackRock, Inc. 24
Royal Bank Of Canada 24
Jpmorgan Chase & Co 24
Tower Research Capital LLC (TRC) 24
D. E. Shaw & Co., Inc. 23
Fmr Llc 23
Barclays Plc 23
Dimensional Fund Advisors Lp 22
Vanguard Group Inc 22
Wolverine Asset Management Llc 22
Bnp Paribas Arbitrage, Sa 22
Northern Trust Corp 22
Deutsche Bank Ag\ 22
Ameriprise Financial Inc 21
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 21
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 21
Cubist Systematic Strategies, LLC 21
Wellington Management Group Llp 21
State Street Corp 21
Charles Schwab Investment Management Inc 21
New York State Common Retirement Fund 20
Invesco Ltd. 20
Bank Of Montreal /can/ 20
SG Americas Securities, LLC 20
Sei Investments Co 20
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 20
Renaissance Technologies Llc 20
Pnc Financial Services Group, Inc. 20
IFP Advisors, Inc 19
Russell Investments Group, Ltd. 19
Manufacturers Life Insurance Company, The 19
Hrt Financial Lp 19
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 19
Marshall Wace, Llp 19
Creative Planning 19
Rhumbline Advisers 19
Calamos Advisors LLC 19
Group One Trading, L.p. 19
California State Teachers Retirement System 19
Two Sigma Investments, Lp 19
Legal & General Group Plc 19
Balyasny Asset Management Llc 19
Virtu Financial LLC 19
Paloma Partners Management Co 19
Prelude Capital Management, Llc 19
Magnetar Financial LLC 18
Cwm, Llc 18
Panagora Asset Management Inc 18
Aqr Capital Management Llc 18
Vanguard Index Funds 18
Franklin Resources Inc 18
Victory Capital Management Inc 18
Two Sigma Advisers, Lp 18
Gsa Capital Partners Llp 18
California Public Employees Retirement System 18
Simplex Trading, Llc 18
First Horizon Advisors, Inc. 18
Strs Ohio 18
Credit Suisse Ag/ 18
Parametric Portfolio Associates Llc 18
Thrivent Financial For Lutherans 17
Glenmede Trust Co Na 17
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 17
OMERS ADMINISTRATION Corp 17
Voya Investment Management Llc 17
Alliancebernstein L.p. 17
Nomura Holdings Inc 17
Metropolitan Life Insurance Co/ny 17
Bridgeway Capital Management Inc 17
Advisor Group Holdings, Inc. 17
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 17
Stifel Financial Corp 17
Guggenheim Capital Llc 17
Ladenburg Thalmann Financial Services Inc 17
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 17
Arrowstreet Capital, Limited Partnership 17
Us Bancorp \de\ 17
American International Group, Inc. 17
Allianz Asset Management GmbH 17
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 17
LPL Financial LLC 17
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 17
Engineers Gate Manager LP 17
Walleye Trading LLC 17
Acadian Asset Management Llc 17
State Of Wisconsin Investment Board 17
Tiaa Cref Investment Management Llc 16
Bessemer Group Inc 16
American Century Companies Inc 16
Teachers Advisors, Llc 16
Cutler Group LP 16
Envestnet Asset Management Inc 16
Oxford Asset Management Llp 16
Federated Hermes, Inc. 16
Price T Rowe Associates Inc /md/ 16
Squarepoint Ops LLC 16
State Board Of Administration Of Florida Retirement System 16
Schonfeld Strategic Advisors LLC 16
Ubs Ag 16
First Trust Advisors Lp 16
BlueCrest Capital Management Ltd 16
Huntington National Bank 16
Prudential Financial Inc 16
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 16
Nisa Investment Advisors, Llc 16
A.R.T. Advisors, LLC 16
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 16
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 16
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 16
Ameritas Investment Partners, Inc. 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 16
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 16
Macquarie Group Ltd 16
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 16
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 16
BlackRock Fund Advisors 16
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 16
Principal Financial Group Inc 16
Verition Fund Management LLC 16
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 16
O'shaughnessy Asset Management, Llc 16
Piedmont Investment Advisors Llc 16
Comerica Bank 16
Ellington Management Group Llc 15
Capital Fund Management S.a. 15
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 15
Connor, Clark & Lunn Investment Management Ltd. 15
Hsbc Holdings Plc 15
Hudson Bay Capital Management LP 15
Quantbot Technologies LP 15
Thompson Davis & Co., Inc. 15
Parallax Volatility Advisers, L.P. 15
BlackRock Investment Management, LLC 15
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 15
Polar Asset Management Partners Inc. 15
Russell Frank Co/ 15
Meeder Asset Management Inc 15
Tudor Investment Corp Et Al 15
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 15
Ubs Asset Management Americas Inc 15
Swiss National Bank 15
Advisory Services Network, LLC 15
Point72 Asset Management, L.P. 15
Jefferies Group LLC 15
Amalgamated Bank 15
Marshall Wace North America L.P. 15
Boothbay Fund Management, Llc 15
Brandywine Global Investment Management, LLC 15
Jacobs Levy Equity Management, Inc 15
Boston Partners 15
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 15
Hbk Investments L P 15
Great West Life Assurance Co /can/ 15
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 15
BlackRock Institutional Trust Company, N.A. 15
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 15
Capstone Investment Advisors, Llc 15
Man Group plc 15
Clearbridge Investments, LLC 15
Parkside Financial Bank & Trust 15
Gabelli Funds Llc 15
Principal Funds Inc 15
Qube Research & Technologies Ltd 15
Advisor Group, Inc. 15
Quadrant Capital Group Llc 15
Alberta Investment Management Corp 15
ProShare Advisors LLC 15
Alyeska Investment Group, L.P. 15
Brown Advisory Inc 15
Norges Bank 15
TCI Wealth Advisors, Inc. 15
Dynamic Technology Lab Private Ltd 15
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 15
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 15
Nationwide Fund Advisors 15
Aperio Group, LLC 15
Walleye Capital LLC 15
Sculptor Capital LP 14
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 14
Raymond James & Associates 14
State Farm Mutual Fund Trust 14
Los Angeles Capital Management Llc 14
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 14
Lord, Abbett & Co. Llc 14
New York State Teachers Retirement System 14
Northwestern Mutual Wealth Management Co 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 14
XTX Topco Ltd 14
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 14
Point72 Hong Kong Ltd 14
State of Tennessee, Treasury Department 14
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 14
Fifth Third Bancorp 14
Graham Capital Management, L.P. 14
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 14
BlackRock Advisors LLC 14
LMR Partners LLP 14
Nuveen Asset Management, LLC 14
Gotham Asset Management, LLC 14
Neuberger Berman Group LLC 14
Parallel Advisors, LLC 14
Lazard Asset Management Llc 14
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 14
Teacher Retirement System Of Texas 14
Two Sigma Securities, Llc 14
Janus Henderson Group Plc 14
Schroder Investment Management Group 14
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 14
SIR Capital Management, L.P. 14
NOSGX - Northern Funds - Northern Small Cap Value Fund 14
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 14
Highbridge Capital Management Llc 14
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 14
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 14
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 14
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 14
Van Eck Associates Corp 14
State Farm Variable Product Trust 14
Sterling Capital Management LLC 14
Public Employees Retirement Association Of Colorado 14
Vident Investment Advisory, LLC 14
ClariVest Asset Management LLC 14
Kcg Holdings, Inc. 14
Profund Advisors Llc 14
Virginia Retirement Systems Et Al 14
Federation des caisses Desjardins du Quebec 14
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14
Zurcher Kantonalbank (Zurich Cantonalbank) 14
Laurion Capital Management LP 14
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 14
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 14
GWM Advisors LLC 14
QS Investors, LLC 13
Cornercap Investment Counsel Inc 13
Assured Investment Management LLC 13
Raymond James Financial Services Advisors, Inc. 13
Ubs Oconnor Llc 13
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 13
Steward Partners Investment Advisory, Llc 13
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 13
Arizona State Retirement System 13
First Hawaiian Bank 13
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 13
Trexquant Investment LP 13
Truist Financial Corp 13
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 13
EAM Investors, LLC 13
Signaturefd, Llc 13
Encompass Capital Advisors LLC 13
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 13
PDT Partners, LLC 13
Stephens Inc /ar/ 13
PEAK6 Investments, L.P. 13
Captrust Financial Advisors 13
First Mercantile Trust Co 13
NEXT Financial Group, Inc 13
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 13
Eagle Asset Management Inc 13
Grantham, Mayo, Van Otterloo & Co. LLC 13
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 13
Cnh Partners Llc 13
AMP Capital Investors Ltd 13
Teachers Retirement System Of The State Of Kentucky 13
Axa S.a. 13
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 13
United Services Automobile Association 13
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 13
Global Retirement Partners, LLC 13
Dupont Capital Management Corp 13
Wolverine Trading, Llc 13
Mutual Of America Capital Management Llc 13
Globeflex Capital L P 13
Oppenheimer Funds Inc 13
Voloridge Investment Management, Llc 13
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 13
Eaton Vance Management 13
Td Asset Management Inc 13
Public Employees Retirement System Of Ohio 13
Blair William & Co/il 13
VDAFX - VALIC Co I - Dynamic Allocation Fund 13
Assetmark, Inc 13
Ancora Advisors, LLC 13
Natixis Advisors, L.p. 13
Energy Opportunities Capital Management, LLC 13
D.a. Davidson & Co. 13
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 13
Gamco Investors, Inc. Et Al 13
Massachusetts Financial Services Co /ma/ 13
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 13
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 13
Alps Advisors Inc 13
Glassman Wealth Services 13
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 13
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 13
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 13
Mason Street Advisors, Llc 12
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 12
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 12
GLG Partners LP 12
Stratos Wealth Partners, LTD. 12
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 12
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 12
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 12
Hutchin Hill Capital, LP 12
MetLife Securities, Inc 12
PineBridge Investments, L.P. 12
Jump Financial, LLC 12
Menta Capital Llc 12
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
NumerixS Investment Technologies Inc 12
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 12
Viking Fund Management Llc 12
Toronto Dominion Bank 12
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 12
Quarry LP 12
Canada Pension Plan Investment Board 12
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 12
Rockefeller Capital Management L.P. 12
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 12
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 12
Versant Capital Management, Inc 12
Alpine Global Management, LLC 12
IndexIQ Advisors LLC 12
M&t Bank Corp 12
Airain ltd 12
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 12
Hancock Whitney Corp 12
Allworth Financial LP 12
Crossmark Global Holdings, Inc. 12
Employees Retirement System of Texas 12
Janney Montgomery Scott LLC 12
MetLife Investment Management, LLC 12
Winton Capital Group Ltd 12
Numeric Investors Llc 12
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 12
Cipher Capital LP 12
KBC Group NV 12
Campbell & CO Investment Adviser LLC 12
HAP Trading, LLC 12
Texas Permanent School Fund 12
Oppenheimer Asset Management Inc. 12
Zacks Investment Management 12
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 12
Oregon Public Employees Retirement Fund 12
Bokf, Na 12
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 12
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 12
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 12
Healthcare Of Ontario Pension Plan Trust Fund 12
MAI Capital Management 12
First Republic Investment Management, Inc. 12
Jennison Associates Llc 12
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 12
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 12
National Asset Management, Inc. 12
College Retirement Equities Fund 12
Tiaa-cref Funds 12
Fuller & Thaler Asset Management, Inc. 12
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 12
HighTower Advisors, LLC 12
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 12
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 12
Gradient Investments LLC 12
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 12
Royce & Associates Lp 12
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 12
Catalyst Capital Advisors LLC 12
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 12
Amundi Pioneer Asset Management Inc 12
Fox Run Management, L.l.c. 12
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 12
ETRADE Capital Management LLC 12
Mackenzie Financial Corp 12
GAM Holding AG 12
Mackay Shields Llc 12
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 12
Credit Agricole S A 12
Weiss Multi-Strategy Advisers LLC 12
Sawtooth Solutions, LLC 12
RidgeWorth Capital Management LLC 12
Adage Capital Partners Gp, L.l.c. 12
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 12
Public Sector Pension Investment Board 12
Whittier Trust Co 12
Tocqueville Asset Management L.p. 12
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 12
Wealthspire Advisors, L.P. 12
Louisiana State Employees Retirement System 12
Cetera Advisor Networks LLC 12
CENTRAL TRUST Co 12
Proficio Capital Partners LLC 12
Quadrature Capital Ltd 12
Waddell & Reed Financial Inc 12
Keybank National Association/oh 12
Private Trust Co Na 12
Massmutual Trust Co Fsb/adv 12
Vantagepoint Funds 12
Dark Forest Capital Management Lp 12
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 11
Commonwealth Equity Services, Llc 11
DekaBank Deutsche Girozentrale 11
Spot Trading L.L.C 11
Capital World Investors 11
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 11
Cullen/frost Bankers, Inc. 11
Hotchkis & Wiley Capital Management Llc 11
Mirae Asset Global Investments Co., Ltd. 11
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 11
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 11
Jones Financial Companies Lllp 11
First Quadrant L P/ca 11
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 11
Boston Private Wealth Llc 11
Bayesian Capital Management, LP 11
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 11
Vanguard World Fund 11
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 11
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 11
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 11
Wedge Capital Management L L P/nc 11
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 11
Carlson Capital L P 11
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 11
PEAK6 Investments LLC 11
Absolute Return Capital, LLC 11
CoreCommodity Management, LLC 11
Commonwealth Bank Of Australia 11
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 11
State of Alaska, Department of Revenue 11
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 11
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 11
Barings Llc 11
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 11
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 11
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 11
Nomura Asset Management Co Ltd 11
Mariner, LLC 11
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 11
Corebridge Financial, Inc. 11
BNP Paribas Asset Management Holding S.A. 11
Profunds - Profund Vp Oil & Gas 11
Thompson Siegel & Walmsley Llc 11
GAMMA Investing LLC 11
Brown Brothers Harriman & Co 11
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 11
King Luther Capital Management Corp 11
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 11
Deere & Co 11
Picton Mahoney Asset Management 11
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 11
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
Bailard, Inc. 11
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 11
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 11
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 11
First Manhattan Co 11
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 11
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 11
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 11
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 11
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 11
MUFG Americas Holdings Corp 11
Rafferty Asset Management, LLC 11
BlackRock Group LTD 11
FDx Advisors, Inc. 11
Raymond James Financial Inc 11
Algert Global Llc 11
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 11
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 11
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 11
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 11
Css Llc/il 11
Tfs Capital Llc 11
QCVAX - Clearwater Investment Trust - Clearwater International Fund 11
Seven Eight Capital, Lp 11
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 11
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 11
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 11
Arosa Capital Management LP 11
Cambridge Investment Research Advisors, Inc. 11
Assenagon Asset Management S.A. 11
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 11
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 11
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 11
LS Investment Advisors, LLC 11
Pacer Advisors, Inc. 11
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 11
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 11
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 11
YACKX - AMG FUNDS - AMG Yacktman Fund Class I 11
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 11
Pine River Capital Management L.P. 11
Cornerstone Capital Management Holdings Llc. 11
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 11
Yousif Capital Management, Llc 11
CIBC Asset Management Inc 11
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 11
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 11
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 11
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 11
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 11
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 11
Putnam Investments Llc 11
Managed Account Advisors Llc 11
EverSource Wealth Advisors, LLC 11
Whitebox Advisors Llc 11
Loomis Sayles & Co L P 11
ExodusPoint Capital Management, LP 11
Winslow, Evans & Crocker, Inc. 11
Stevens Capital Management Lp 11
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 11
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 11
Advisors Asset Management, Inc. 11
Quantitative Systematic Strategies LLC 11
Lindbrook Capital, Llc 11
Fiera Capital Corp 11
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 11
Icon Advisers Inc/co 10
Synovus Financial Corp 10
IWV - iSHARES TRUST - iShares Russell 3000 ETF 10
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 10
Spark Investment Management LLC 10
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 10
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 10
Citizens Financial Group Inc/ri 10
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 10
FineMark National Bank & Trust 10
Key Group Holdings (cayman), Ltd. 10
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 10
Private Advisor Group, LLC 10
Ground Swell Capital, LLC 10
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 10
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 10
Brevan Howard Capital Management LP 10
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 10
WFG Advisors, LP 10
Private Wealth Management Group, LLC 10
Principal Securities, Inc. 10
Pitcairn Co 10
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 10
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 10
SpiderRock Trading LLC 10
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 10
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 10
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 10
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 10
State of New Jersey Common Pension Fund D 10
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 10
Chilton Capital Management Llc 10
Commerce Bank 10
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 10
Great Lakes Advisors, Llc 10
Ajo, Lp 10
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 10
Aviva Plc 10
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 10
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 10
Bridgewater Associates, LP 10
State of Wyoming 10
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 10
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 10
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 10
Capital Performance Advisors Llp 10
Cibc World Markets Corp 10
Calamos Global Dynamic Income Fund 10
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 10
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 10
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 10
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 10
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 10
Regions Financial Corp 10
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 10
SBI Securities Co., Ltd. 10
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 10
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 10
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 10
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 10
Tortoise Capital Advisors, L.l.c. 10
Robeco Institutional Asset Management B.V. 10
Coldstream Capital Management Inc 10
Chicago Equity Partners Llc 10
Princeton Alpha Management LP 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 10
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 10
Cadence Capital Management Llc 10
Susquehanna Fundamental Investments, Llc 10
Jfs Wealth Advisors, Llc 10
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 10
AE Wealth Management LLC 10
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 10
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 10
Driehaus Capital Management Llc 10
Northern Trust Co Of Connecticut 10
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 10
Jump Trading, LLC 10
Cerity Partners LLC 10
Empowered Funds, LLC 10
Centiva Capital, LP 10
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 10
Shelton Capital Management 10
Versor Investments LP 10
Larson Financial Group LLC 10
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 10
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 10
Evercore Wealth Management, LLC 10
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 10
SECOR Capital Advisors, LP 10
Gemmer Asset Management LLC 10
Farmers & Merchants Investments Inc 10
Financial Architects, Inc 10
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 10
GABELLI & Co INVESTMENT ADVISERS, INC. 10
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 10
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 10
Rational Advisors Llc 10
Suntrust Banks Inc 10
Nuveen, LLC 10
Cornerstone Planning Group LLC 10
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 10
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 10
Sei Trust Co 10
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 10
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 10
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 10
Enterprise Financial Services Corp 10
BlueCrest Capital Management LLP 10
World Asset Management Inc 10
Cresset Asset Management, LLC 10
Caxton Associates Lp 10
Index Management Solutions, LLC 10
SAC Capital Advisors LP 10
BNP Paribas Investment Partners S.A. 10
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10
Nordea Investment Management Ab 10
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 10
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 10
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 10
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 10
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 10
Riverhead Capital Management Llc 10
Rothschild Investment Llc 10
Tfs Capital Investment Trust 10
Pathstone Family Office, Llc 10
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 10
Cushing Asset Management, Lp 10
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 10
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 10
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 10
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 10
Oppenheimer & Co Inc 10
Point72 (DIFC) Ltd 10
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 10
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 10
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 10
Municipal Employees' Retirement System of Michigan 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 10
Venturi Wealth Management, LLC 10
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 10
Atria Investments Llc 10
Capstone Asset Management Co 10
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 10
FIL Ltd 10
Benjamin F. Edwards & Company, Inc. 10
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 10
Ing Groep Nv 10
Fred Alger Management, Llc 10
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 10
J. Goldman & Co LP 10
Moody National Bank Trust Division 10
GeoSphere Capital Management 10
Twin Tree Management, LP 10
Petrus Trust Company, LTA 10
Landscape Capital Management, L.l.c. 10
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 10
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 10
Zions Bancorporation 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 10
PENN SERIES FUNDS INC - International Equity Fund 10
Utah Retirement Systems 10
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 9
Mitsubishi UFJ Trust & Banking Corp 9
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 9
Cambria Investment Management, L.P. 9
Timber Hill LLC 9
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 9
Sowell Financial Services LLC 9
Societe Generale 9
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 9
Parkwood LLC 9
Calvert Investment Management, Inc. 9
Manchester Capital Management LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 9
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 9
Aigen Investment Management, Lp 9
Transamerica Partners Portfolios 9
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 9
General Motors Investment Management Corp 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 9
Catalyst Funds Management Pty Ltd 9
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 9
Hartland & Co., LLC 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 9
Sumitomo Mitsui Trust Holdings, Inc. 9
Y-Intercept (Hong Kong) Ltd 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
Stephens Investment Management Group LLC 9
Castleark Management Llc 9
Transamerica Partners Funds Group Ii 9
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 9
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 9
Creative Financial Designs Inc /adv 9
Private Capital Group, LLC 9
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 9
We Are One Seven, LLC 9
Compagnie Lombard Odier SCmA 9
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 9
Weiss Asset Management LP 9
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
Occudo Quantitative Strategies Lp 9
True Wealth Design, LLC 9
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 9
Water Island Capital Llc 9
Transamerica Partners Funds Group 9
TrimTabs Asset Management, LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 9
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 9
Summit Trail Advisors, Llc 9
Tcw Group Inc 9
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 9
NJ State Employees Deferred Compensation Plan 9
IBM Retirement Fund 9
Colony Group Llc 9
Asset Management One Co., Ltd. 9
Holocene Advisors, LP 9
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 9
American Portfolios Advisors 9
RYVIX - RYDEX SERIES FUNDS - Energy Services Fund Investor Class 9
Vollero Beach Capital Partners LLC 9
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 9
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 9
Covestor Ltd 9
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 9
Old Mutual Global Investors (UK) Ltd. 9
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 9
First Citizens Bank & Trust Co 9
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 9
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 9
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 9
Penn Capital Management Co Inc 9
Lombard Odier Asset Management (USA) Corp 9
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 9
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 9
Element Capital Management Llc 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 9
Integrated Wealth Management 9
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 9
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 9
WHV Investments, Inc. 9
Nebula Research & Development LLC 9
Point72 Asia (Singapore) Pte. Ltd. 9
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 9
Sandy Spring Bank 9
Capital Guardian Trust Co 9
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 9
Ropes Wealth Advisors Llc 9
GW&K Investment Management, LLC 9
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 9
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 9
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 9
Oakbrook Investments Llc 9
Earnest Partners Llc 9
Point72 Middle East FZE 9
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 9
Integral Derivatives, LLC 9
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 9
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 9
Smartleaf Asset Management LLC 9
Checchi Capital Advisers, LLC 9
BlackRock Japan Co. Ltd 9
Retirement Systems of Alabama 9
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 9
Nine Chapters Capital Management LLC 9
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 9
Capital Research Global Investors 9
Headlands Technologies LLC 9
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 9
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 9
Harbour Investments, Inc. 9
Tarbox Family Office, Inc. 9
Sentinel Asset Management, Inc. 9
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 9
Quantitative Investment Management, LLC 9
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 9
Police & Firemen's Retirement System of New Jersey 9
Trust Co Of Vermont 9
State Of Michigan Retirement System 9
Cetera Investment Advisers 9
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 9
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 9
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 9
Securian Asset Management, Inc 9
Old Mutual Customised Solutions (proprietary) Ltd 9
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 9
National Planning Corp 9
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 9
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 9
USA Financial Portformulas Corp 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 9
Raymond James Trust N.a. 9
Ergoteles LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 9
Avion Wealth 9
Linden Advisors Lp 9
Natixis 9
AHL Partners LLP 9
Wealthcare Capital Management Llc 9
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 9
WASHINGTON TRUST Co 9
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 9
C M Bidwell & Associates Ltd 9
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 9
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 9
SRS Capital Advisors, Inc. 9
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 9
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 9
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 9
Visium Asset Management, LP 9
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 9
Ronald Blue Trust, Inc. 9
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 9
Wealthfront Inc 9
Hartford Mutual Funds Inc/ct 9
Kanaly Trust Co 9
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 9
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 9
NewSquare Capital LLC 9
Penserra Capital Management LLC 9
Geneos Wealth Management Inc. 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 9
Howe & Rusling Inc 9
VTL Associates, LLC 9
Nicholas Investment Partners, LP 9
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 9
Cornerstone Advisors, Inc. 9
Plante Moran Financial Advisors, LLC 9
Calamos Convertible Opportunities & Income Fund 9
Allspring Global Investments Holdings, LLC 9
CIBC World Markets Inc. 9
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 9
Karp Capital Management Corp 9
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 9
Quantinno Capital Management LP 9
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 9
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 9
CPSIX - Unified Series Trust - Fci Bond Fund 9
Nikko Asset Management Americas, Inc. 9
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 9
Blueshift Asset Management, LLC 9
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 9
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 9
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 9
Independent Portfolio Consultants, Inc. 9
Ellevest, Inc. 9
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 9
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 9
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 9
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 9
Emerald Advisers, Llc 9
Rydex Etf Trust 9
FSESX - FIDELITY SELECT PORTFOLIOS - Energy Service Portfolio 9
APG Asset Management N.V. 9
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 9
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 9
Calamos Convertible & High Income Fund 9
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 9
RYDEX VARIABLE TRUST - Energy Services Fund Variable Annuity 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 9
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 9
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 9
Clinton Group Inc 9
Cable Hill Partners, LLC 9
Farther Finance Advisors, LLC 9
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 9
Johnson Financial Group, Inc. 9
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 9
Shell Asset Management Co 9
Veritable, L.P. 9
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 9
Invictus RG Pte. Ltd. 9
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 9
Aquatic Capital Management LLC 9
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 8
CoreCap Advisors, LLC 8
Wipfli Financial Advisors Llc, 8
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 8
Perritt Capital Management Inc 8
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 8
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 8
Hillsdale Investment Management Inc. 8
Brinker Capital Investments, LLC 8
Daiwa Securities Group Inc. 8
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 8
Bartlett & Co. LLC 8
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 8
Chartwell Investment Partners, Llc 8
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 8
Brookfield Asset Management Inc. 8
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 8
Irish Life Investment Managers Ltd. 8
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 8
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 8
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 8
Fortitude Family Office, LLC 8
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 8
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 8
Rehmann Capital Advisory Group 8
Spartan Fund Management Inc. 8
Caitong International Asset Management Co., Ltd 8
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 8
Claymore Exchange-traded Fund Trust 8
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 8
Westwood Holdings Group Inc 8
Intech Investment Management Llc 8
Saba Capital Management, L.P. 8
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 8
Ab Pooling Portfolios 8
Ensign Peak Advisors, Inc 8
Orion Portfolio Solutions, LLC 8
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 8
Mason Street Advisors, Llc 8
Castle Creek Arbitrage, LLC 8
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 8
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 8
Segall Bryant & Hamill, Llc 8
Teza Capital Management LLC 8
Ontario Teachers Pension Plan Board 8
Illinois Municipal Retirement Fund 8
Taconic Capital Advisors LP 8
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 8
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 8
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 8
Avantax Planning Partners, Inc. 8
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 8
Brewin Dolphin Ltd 8
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 8
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 8
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 8
Caisse De Depot Et Placement Du Quebec 8
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 8
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 8
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 8
Edmond De Rothschild Holding S.a. 8
Berman Capital Advisors, LLC 8
CWM Advisors, LLC 8
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 8
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 8
K2 Principal Fund, L.p. 8
Reilly Financial Advisors, Llc 8
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 8
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 8
Everence Capital Management Inc 8
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 8
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 8
Hartford Investment Management Co 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 8
Oppenheimer Quest For Value Funds 8
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 8
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 8
Franklin Universal Trust 8
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 8
VCSLX - VALIC Co I - Small Cap Index Fund 8
Wesbanco Bank Inc 8
Wealthcare Advisory Partners LLC 8
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 8
XES - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF 8
Mount Yale Investment Advisors, LLC 8
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 8
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 8
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 8
Emerald Acquisition Ltd. 8
Sherbrooke Park Advisers Llc 8
Man Investments Ltd 8
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 8
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 8
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 8
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 8
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 8
Pinnacle Summer Investments, Inc. 8
Ci Investments Inc. 8
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 8
Commonwealth Equity Services, Inc 8
Advanced Series Trust - Ast Small-cap Value Portfolio 8
Qs Batterymarch Financial Management, Inc 8
Jane Street Holding, LLC 8
Quantamental Technologies LLC 8
JNBA Financial Advisors 8
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 8
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 8
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 8
Zions Bancorporation, N.A. 8
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 8
Placemark Investments, Inc. 8
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 8
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 8
Virginia Retirement System 8
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 8
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 8
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 8
SLPIX - Profunds - Small-cap Profund Investor Class 8
OEPIX - Profunds - Oil Equipment & Services Ultrasector Profund Investor Class 8
Soros Fund Management Llc 8
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 8
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 8
Westchester Capital Management, LLC 8
Decade Capital Management Llc 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 8
CenterStar Fund, LLC 8
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 8
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 8
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 8
Bank Of Nova Scotia 8
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 8
Bb&t Securities, Llc 8
Archford Capital Strategies, LLC 8
Oppenheimer Etf Trust 8
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 8
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 8
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 8
NN Investment Partners Holdings N.V. 8
Ssi Investment Management Llc 8
IWM - iSHARES TRUST - iShares Russell 2000 ETF 8
Arden Investment Series Trust 8
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 8
EverPoint Asset Management, LLC 8
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 8
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 8
Skopos Labs, Inc. 8
Advisory Research Inc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8
Dean Investment Associates, Llc 8
Northwestern Mutual Investment Management Company, Llc 8
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 8
Alambic Investment Management, L.P. 8
Congress Asset Management Co /ma 8
Richard Bernstein Advisors LLC 8
Commerzbank Aktiengesellschaft /fi 8
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 8
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 8
Rockefeller Financial Services Inc 8
Turner Investments, L.p. 8
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 8
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 8
Liberty Mutual Group Asset Management Inc. 8
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 8
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 8
Janus Capital Management Llc 8
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 8
Westpac Banking Corp 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 8
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 8
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 8
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 8
Howard Hughes Medical Institute 8
New Mexico Educational Retirement Board 8
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 8
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 8
TPH Asset Management, LLC 8
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 8
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 8
Deprince Race & Zollo Inc 8
I.g. Investment Management, Ltd. 8
Silvercrest Asset Management Group Llc 8
Itau Unibanco Holding S.A. 8
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 8
Capital Advisors, Ltd. LLC 8
Valley National Advisers Inc 8
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 8
Foundry Partners, LLC 8
Diversified Trust Co 8
Umb Bank N A/mo 8
Baird Financial Group, Inc. 8
Chevy Chase Trust Holdings, Inc. 8
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 8
Usca Ria Llc 8
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 8
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 8
Fisher Asset Management, LLC 8
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8
Systematic Financial Management Lp 8
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 8
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 8
Livforsakringsbolaget Skandia, Omsesidigt 8
Bluefin Trading, LLC 8
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 8
nVerses Capital, LLC 8
Profunds - Profund Vp Ultrasmall-cap 8
Profunds - Profund Vp Small-cap 8
Lenox Wealth Advisors, LLC 8
NSIDX - Northern Funds - Northern Small Cap Index Fund 8
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 8
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 8
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 8
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 8
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 8
Belvedere Trading LLC 8
Advisors Preferred, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 8
Balentine LLC 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
CIBC Private Wealth Group, LLC 8
Whittier Trust Co Of Nevada Inc 8
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 8
William Blair Investment Management, Llc 8
Palisade Capital Management Llc/nj 8
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 8
Amundi 8
Valeo Financial Advisors, LLC 8
Counterpoint Mutual Funds LLC 8
Calamos Strategic Total Return Fund 8
Channing Capital Management, LLC 8
Winton Diversified Opportunities Fund 8
Essex Investment Management Co Llc 8
Fort Washington Investment Advisors Inc /oh/ 8
TCTC Holdings, LLC 8
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 8
First Eagle Investment Management, LLC 8
Artisan Partners Limited Partnership 8
Advanced Series Trust - Ast Small-cap Growth Portfolio 8
Paradigm Asset Management Co Llc 8
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 7
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 7
Wolff Wiese Magana Llc 7
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 7
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 7
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 7
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 7
SevenBridge Financial Group, LLC 7
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 7
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 7
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 7
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
Jupiter Asset Management Ltd 7
Boston Trust Walden Corp 7
Baker Avenue Asset Management, LP 7
Wakefield Asset Management LLLP 7
American Funds Insurance Series 7
Ballentine Partners, LLC 7
Gabelli Dividend & Income Trust 7
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 7
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 7
New York Life Investment Management Llc 7
Legg Mason Investment Counsel, LLC 7
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 7
Pearl River Capital, LLC 7
Osborn Rohs Williams & Donohoe Ltd 7
Old National Bancorp /in/ 7
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 7
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 7
FinTrust Capital Advisors, LLC 7
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 7
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 7
TRUE Private Wealth Advisors 7
Alphacrest Capital Management Llc 7
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 7
Thomas White International Ltd 7
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 7
WealthPLAN Partners, LLC 7
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 7
Maple Securities Usa Inc 7
Inceptionr Llc 7
Weld Capital Management Llc 7
Exchange Traded Concepts, Llc 7
New England Securities Corp /MA/ 7
Amica Mutual Insurance Co 7
Oberweis Asset Management Inc/ 7
Empirical Finance, LLC 7
TimesSquare Capital Management, LLC 7
Jasinkiewicz Capital Management, Lp 7
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 7
Moore Capital Management, Lp 7
Amica Retiree Medical Trust 7
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 7
Blue Arrow Capital Management Llc 7
Gabelli Equity Trust Inc 7
PXJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Oil & Gas Services ETF 7
Boston Advisors Llc 7
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 7
Yorktown Management & Research Co Inc 7
Sumitomo Mitsui DS Asset Management Company, Ltd 7
Global X Management CO LLC 7
MCF Advisors LLC 7
Quest Partners LLC 7
Amica Pension Fund Board Of Trustees 7
Lake Point Wealth Management 7
Moors & Cabot, Inc. 7
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 7
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 7
OIH - VanEck Vectors ETF Trust - VanEck Vectors Oil Services ETF 7
Lsv Asset Management 7
1832 Asset Management L.P. 7
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 7
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 7
Estabrook Capital Management 7
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 7
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 7
American National Insurance Co /tx/ 7
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 7
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 7
Acrospire Investment Management LLC 7
Rialto Wealth Management, LLC 7
Calamos Dynamic Convertible & Income Fund 7
Duncker Streett & Co Inc 7
MARSHALL WACE ASIA Ltd 7
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 7
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 7
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 7
Mercer Global Advisors Inc /adv 7
WealthTrust-Arizona, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 7
Salient Capital Advisors, LLC 7
Hexagon Capital Partners LLC 7
Glazer Capital, Llc 7
Td Private Client Wealth Llc 7
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 7
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 7
Boston Private Bank & Trust Co 7
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 7
Greenwood Capital Associates Llc 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 7
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 7
Pictet Asset Management Sa 7
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 7
United Capital Financial Advisers, Llc 7
Hantz Financial Services, Inc. 7
Hilltop Holdings Inc. 7
Vanguard Specialized Funds 7
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 7
Kornitzer Capital Management Inc /ks 7
FourThought Financial, LLC 7
Caas Capital Management Lp 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 7
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 7
Belpointe Asset Management LLC 7
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 7
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 7
Warren Averett Asset Management, LLC 7
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 7
Sun Life Financial Inc 7
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 7
Stone Ridge Asset Management LLC 7
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 7
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 7
Old Mission Capital Llc 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 7
Mycio Wealth Partners, Llc 7
NorthCoast Asset Management LLC 7
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 7
Forum Funds 7
Eagle Bay Advisors LLC 7
Maryland State Retirement & Pension System 7
Capital International Investors 7
Bank Of Hawaii 7
Gupta Wealth Management LLC 7
Aberdeen Asset Management Plc/uk 7
U S Global Investors Inc 7
First Interstate Bank 7
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 7
Pictet Asset Management Holding SA 7
Yakira Capital Management, Inc. 7
First Personal Financial Services 7
Voya Natural Resources Equity Income Fund 7
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 7
People's United Financial, Inc. 7
Dubuque Bank & Trust Co 7
Meiji Yasuda Asset Management Co Ltd. 7
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 7
TEXN - iSHARES TRUST - iShares Texas Equity ETF 7
CenterBook Partners LP 7
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 7
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 7
IEZ - iSHARES TRUST - iShares U.S. Oil Equipment & Services ETF 7
Adams Natural Resources Fund, Inc. 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
Gardner Lewis Asset Management L P 7
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7
Optimum Investment Advisors 7
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 7
Amalgamated Financial Corp. 7
Sunbelt Securities, Inc. 7
Klp Kapitalforvaltning As 7
Tcwp Llc 7
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 7
Meadow Creek Investment Management LLC 7
Financial Counselors Inc 7
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 7
Franklin Ltd Duration Income Trust 7
PENN SERIES FUNDS INC - Small Cap Index Fund 7
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 7
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 7
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 7
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 7
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 7
Twin Peaks Wealth Advisors, LLC 7
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 7
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 7
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 7
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 7
International Assets Investment Management, Llc 7
Guardian Wealth Advisors, LLC 7
Oakworth Capital, Inc. 7
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 7
Bartlett & Co. Wealth Management Llc 7
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 7
Wealth Enhancement Advisory Services, Llc 7
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 7
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 7
Banque Pictet & Cie Sa 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 7
Ninety One UK Ltd 7
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 7
Cowen Group, Inc. 7
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 7
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 7
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 7
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 7
Brookstone Capital Management 7
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 7
Dana Investment Advisors, Inc. 7
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 7
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 7
Founders Capital Management 7
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 7
Westfield Capital Management Co Lp 7
Orleans Capital Management Corp/la 7
Mangrove Partners 7
Sciencast Management LP 7
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 7
ORG Partners LLC 7
Wasatch Advisors Inc 7
First Allied Advisory Services, Inc. 7
TVR Capital Management LP 7
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 7
Contravisory Investment Management, Inc. 7
Carroll Financial Associates, Inc. 7
Allstate Corp 7
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 7
General Electric Co 7
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 7
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 7
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 7
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 7
Prospera Financial Services Inc 7
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 7
IWC - iSHARES TRUST - iShares Micro-Cap ETF 7
Horizon Investments, LLC 7
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 7
Wunderlich Securities, Inc. 7
Caption Management, LLC 7
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 7
Trust Department Mb Financial Bank N A 7
Heartland Advisors Inc 7
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 7
Lombard Odier Asset Management (Switzerland) SA 7
Pnc Funds 7
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 7
GV Financial Advisors 7
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 7
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 7
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
San Francisco Sentry Investment Group (ca) 7
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 7
Diametric Capital, LP 7
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 7
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 7
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 7
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 7
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 7
MBOVX - M FUND INC - M Large Cap Value Fund 7
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 7
AdvisorNet Financial, Inc 7
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 7
Convergence Investment Partners, LLC 7
CI Private Wealth, LLC 7
Pinnacle Associates Ltd 7
Knight Capital Group, Inc. 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 7
Prescott Group Capital Management, L.l.c. 7
VCAAX - VALIC Co I - Asset Allocation Fund 7
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 7
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 7
Covington Capital Management 7
Harbour Capital Advisors, LLC 7
Wilbanks Smith & Thomas Asset Management Llc 7
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 7
Bellwether Investment Group, LLC 7
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 7
Hennessy Advisors Inc 7
Barrow Hanley Mewhinney & Strauss Llc 7
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 7
Regentatlantic Capital Llc 7
Manatuck Hill Partners, LLC 7
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 7
BFOR - ALPS ETF Trust - Barron's 400 ETF 7
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 7
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 7
Exane Derivatives 7
Universal- Beteiligungs- und Servicegesellschaft mbH 7
FNY Investment Advisers, LLC 7
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 7
Shapiro Robert N 7
Westport Resources Management Inc 7
Andra AP-fonden 7
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 7
Renaissance Group Llc 7
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 7
Elkfork Partners LLC 7
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 7
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 7
Precocity Capital LP 7
Santa Fe Partners LLC 7
Bridgefront Capital, LLC 7
First New York Securities Llc /ny 7
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 7
Pathstone Holdings, LLC 7
Oceanic Investment Management LTD 7
Pictet Asset Management Ltd 7
Financial Management Professionals, Inc. 7
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 7
Tradewinds Capital Management, LLC 7
Toth Financial Advisory Corp 7
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 7
Seacrest Wealth Management, Llc 7
Ethic Inc. 7
RSSL - Global X Funds - Global X Russell 2000 ETF 7
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 7
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 6
UMA Financial Services, Inc. 6
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 6
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 6
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 6
Csenge Advisory Group 6
Freestone Capital Holdings, LLC 6
Royal London Asset Management Ltd 6
Wedbush Securities Inc 6
Capital Advisors Inc/ok 6
Scotia Capital Inc. 6
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 6
MML Series Investment Fund II - MML Blend Fund Initial Class 6
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 6
Savant Capital, LLC 6
Axq Capital, Lp 6
Qci Asset Management Inc/ny 6
Mather Group, Llc. 6
NatWest Group plc 6
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 6
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 6
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 6
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 6
Calamos Global Total Return Fund 6
Gofen & Glossberg Llc /il/ 6
Independent Advisor Alliance 6
Ingalls & Snyder Llc 6
Eaton Vance Ltd Duration Income Fund 6
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 6
Capula Management Ltd 6
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 6
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 6
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 6
Korea Investment CORP 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 6
Interval Partners, LP 6
FundVantage Trust - Verplanck Balanced Fund 6
Sound Income Strategies, LLC 6
Snowden Capital Advisors LLC 6
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 6
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 6
Miller Howard Investments Inc /ny 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 6
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 6
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 6
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 6
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 6
Measured Wealth Private Client Group, LLC 6
Sierra Ocean, Llc 6
Sheets Smith Wealth Management 6
Gryphon Financial Partners LLC 6
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 6
Mizuho Trust & Banking Co., Ltd. 6
Aster Capital Management (DIFC) Ltd 6
Dai-ichi Life Holdings, Inc. 6
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6
Blackrock Ltd Duration Income Trust 6
Asset Dedication, LLC 6
Manning & Napier Advisors Llc 6
Agf Investments Inc. 6
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 6
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 6
Lloyds Banking Group plc 6
Dow Chemical Co /de/ 6
Tokio Marine Asset Management Co Ltd 6
Xact Kapitalforvaltning AB 6
Bardin Hill Management Partners Lp 6
Bluestein R H & Co 6
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 6
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 6
Sutton Wealth Advisors Inc. 6
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 6
Wilmington Trust Co 6
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 6
Thornburg Investment Management Inc 6
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 6
Jacobi Capital Management LLC 6
Mitchell Group Inc 6
Capital Bank & Trust Co 6
Mml Investors Services, Llc 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
Morgan Dempsey Capital Management Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 6
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 6
Deltec Asset Management Llc 6
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 6
Candriam Luxembourg S.C.A. 6
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 6
Symphony Asset Management Llc 6
Tyers Asset Management LLC 6
Kalos Management, Inc. 6
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 6
Jefferies Financial Group Inc. 6
Kingdon Capital Management, L.l.c. 6
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 6
Texan Capital Management 6
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 6
Perella Weinberg Partners Capital Management LP 6
Invictus RG 6
Ahrens Investment Partners LLC 6
Zweig-DiMenna Associates LLC 6
SJS Investment Consulting Inc. 6
Ascend Capital, Llc 6
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 6
Levin Capital Strategies, L.p. 6
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 6
AGF Investments LLC 6
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 6
EBI - RBB Fund Trust - Longview Advantage ETF 6
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 6
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 6
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 6
Fir Tree Capital Management Lp 6
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 6
CAPROCK Group, Inc. 6
Tradeworx Inc. 6
Emerald Mutual Fund Advisers Trust 6
Navellier & Associates Inc 6
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 6
Investors Research Corp 6
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 6
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 6
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 6
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 6
Edgestream Partners, L.P. 6
Icon Wealth Partners, LLC 6
Mirabella Financial Services Llp 6
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 6
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 6
Gulf International Bank (UK) Ltd 6
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 6
SOUTH STATE Corp 6
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 6
Tlp Group Llc 6
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 6
Vanguard Morgan Growth Fund 6
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 6
Nexus Asset Management LLC 6
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 6
High Pointe Capital Management Llc 6
Hartford Series Fund Inc 6
Bogle Investment Management L P /de/ 6
Pinnacle Wealth Planning Services, Inc. 6
Beck Mack & Oliver Llc 6
Tfo-tdc, Llc 6
Jaffetilchin Investment Partners, LLC 6
Advisor Partners Llc 6
Vident Advisory, LLC 6
American National Bank 6
CVA Family Office, LLC 6
Blackrock Debt Strategies Fund, Inc. 6
Cetera Advisors LLC 6
Mosaic Family Wealth, LLC 6
Townsquare Capital Llc 6
Duality Advisers, Lp 6
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 6
Keebeck Alpha, LP 6
Bamco Inc /ny/ 6
Nuveen S&p 500 Dynamic Overwrite Fund 6
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 6
Advent Capital Management /de/ 6
Harbor Capital Advisors, Inc. 6
Sigma Planning Corp 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 6
Alexandria Capital, LLC 6
Ameritas Investment Corp 6
DnB Asset Management AS 6
Alpha Paradigm Partners, LLC 6
Mariner Wealth Advisors-NYC, LLC 6
Crestline Management, LP 6
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 6
EntryPoint Capital, LLC 6
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 6
Peapack Gladstone Financial Corp 6
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 6
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 6
Stonebridge Capital Advisors LLC 6
Oppenheimer Variable Account Funds 6
Ikos Cif Ltd 6
Bay Harbor Wealth Management, LLC 6
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 6
Intrust Bank Na 6
Washington Trust Bank 6
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 6
AllSquare Wealth Management LLC 6
City National Bank 6
Sofos Investments, Inc. 6
Bruce G. Allen Investments, LLC 6
Guggenheim Active Allocation Fund 6
RR Advisors, LLC 6
Regal Investment Advisors LLC 6
Elite Wealth Management, Inc. 6
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 6
Atom Investors LP 6
DAVENPORT & Co LLC 6
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 6
Tortoise Investment Management, LLC 6
Tompkins Financial Corp 6
Neuburgh Advisers LLC 6
Wexford Capital Lp 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 6
Blackrock Multi-sector Income Trust 6
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 6
Hemington Wealth Management 6
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 6
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 6
Gabelli Utility Trust 6
Clough Capital Partners L P 6
Waddell & Reed Advisors Funds 6
Integrated Investment Consultants, LLC 6
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 6
Yaupon Capital Management LP 6
ONG - Direxion Shares ETF Trust - Direxion Daily Oil Services Bull 2X Shares 6
Skandinaviska Enskilda Banken AB (publ) 6
Calamos Wealth Management LLC 6
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 6
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 6
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6
Linscomb & Williams, Inc. 6
Dreman Value Management, L L C 6
Pin Oak Investment Advisors Inc 6
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 6
Motco 6
Westside Investment Management, Inc. 6
T. Rowe Price Investment Management, Inc. 6
VCSVX - VALIC Co II - Small Cap Value Fund 6
Stux Capital Management, LLC 6
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 6
Northpointe Capital Llc 6
VanEck Funds 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 6
Capital One, National Association 6
EJF Capital LLC 6
Perkins Investment Management, LLC 6
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 6
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 6
Blackrock Corporate High Yield Fund, Inc. 6
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 6
Jackson Creek Investment Advisors LLC 6
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 6
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 6
Vantage Consulting Group Inc 6
Luminus Management Llc 6
Cohanzick Management, Llc 6
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 6
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 6
Harel Insurance Investments & Financial Services Ltd. 6
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 6
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 6
Prudential Plc 6
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 6
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 6
Veriti Management LLC 6
Blackrock Core Bond Trust 6
NuWave Investment Management, LLC 6
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 6
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 6
Factory Mutual Insurance Co 6
Alpine Woods Capital Investors, Llc 6
RMB Capital Management, LLC 6
Constellation Wealth Advisors, LLC 6
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 6
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 6
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 6
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 6
Spot Trading L.l.c. 6
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 6
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 6
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 6
Entropy Technologies, LP 6
Mizuho Securities Usa Llc 6
Vanguard Whitehall Funds 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Shaolin Capital Management LLC 6
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 6
Focused Wealth Management, Inc 6
Front Row Advisors LLC 6
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 6
Eqis Capital Management, Inc. 6
Smith Asset Management Group Lp 6
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 6
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 6
Mv Capital Management, Inc. 6
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 6
Reliant Investment Management, LLC 6
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 6
Chicago Partners Investment Group LLC 6
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 6
Zurich Insurance Group Ltd/FI 6
Fjarde Ap-fonden /fourth Swedish National Pension Fund 6
RBF Capital, LLC 6
Kennedy Capital Management, Inc. 6
Security National Trust Co 6
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 6
Shepherd Kaplan Krochuk, Llc 6
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 6
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 6
Natixis Investment Managers International 6
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 6
Smithfield Trust Co 6
QUANTRES ASSET MANAGEMENT Ltd 6
Thb Asset Management 6
Cramer Rosenthal Mcglynn Llc 6
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 6
Sanctuary Wealth Advisors, LLC 6
FNY Partners Fund LP 6
Radcliffe Capital Management, L.P. 6
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 6
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 6
JustInvest LLC 6
Bryn Mawr Capital Management Inc 6
DRW Securities, LLC 6
Mark Sheptoff Financial Planning, Llc 6
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 6
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 6
Campbell Multi-strategy Trust 6
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 6
Zebra Capital Management LLC 6
Sonora Investment Management, LLC 6
Cigna Investments Inc /new 6
FLDFX - Meeder Funds - BALANCED FUND Retail Class 6
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 6
Lee Financial Co 6
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 6
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 6
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 6
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 6
BRYN MAWR TRUST Co 6
Evoke Wealth, Llc 6
Affinity Investment Advisors, Llc 6
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 6
Perkins Coie Trust Co 6
Spring Creek Capital Llc 6
John Hancock Hedged Equity & Income Fund 6
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 6
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 6
Sentry Investment Management Llc 6
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 6
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 6
Scopus Asset Management, L.p. 6
Lucus Advisors Llc 6
Bronson Point Management LLC 6
Pzena Investment Management Llc 6
New York Life Trust Co 6
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 6
HighVista Strategies LLC 6
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 6
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 6
Kestra Advisory Services, LLC 6
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 6
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 6
Glg Llc 6
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 6
Wilmington Trust, National Association 6
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 6
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 6
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 6
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 6
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 6
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 6
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 6
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 6
VCSMX - VALIC Co I - Small Cap Fund 6
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 6
Wetherby Asset Management Inc 6
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 6
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 6
North Star Investment Management Corp. 6
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 6
Azzad Asset Management Inc /adv 6
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 6
Vanguard Horizon Funds 6
Nbc Securities, Inc. 6
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Vestcor Inc 6
Blackrock Energy & Resources Trust 6
Bell Investment Advisors, Inc 6
Mn Services Vermogensbeheer B.V. 6
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 6
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 6
Advance Capital I Inc 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 6
Allegis Investment Advisors, LLC 6
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 6
Dean Capital Management 6
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 6
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 6
Prime Capital Investment Advisors, LLC 5
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 5
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 5
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 5
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 5
Allianzgi Equity & Convertible Income Fund 5
Vaughan Nelson Investment Management, L.p. 5
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 5
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 5
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 5
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 5
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 5
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 5
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 5
Global X Funds 5
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 5
Gabelli Global Small & Mid Cap Value Trust 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 5
HYLD - Exchange Listed Funds Trust - High Yield ETF 5
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 5
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 5
Numerai GP LLC 5
Gamco Natural Resources, Gold & Income Trust 5
Gamco Global Gold, Natural Resources & Income Trust 5
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 5
Gabelli Global Utility & Income Trust 5
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 5
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 5
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 5
LGT Financial Advisors LLC 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 5
Harris Associates L P 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 5
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 5
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 5
TIMOTHY PLAN - Timothy Strategic Variable 5
Royce Value Trust Inc 5
Kayne Anderson Rudnick Investment Management Llc 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 5
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 5
Park Place Capital Corp 5
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 5
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
Himco Variable Insurance Trust 5
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 5
Trust For Advisor Solutions 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
MERVX - MERGER FUND VL - The Merger Fund VL 5
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 5
Kentucky Retirement Systems Insurance Trust Fund 5
Corigliano Investment Advisers, LLC 5
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 5
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 5
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 5
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 5
Janney Capital Management LLC 5
Tejara Capital Ltd 5
SYSTM Wealth Solutions LLC 5
Stephens Consulting, LLC 5
Advisor Partners Ii, Llc 5
Sandler Capital Management 5
Citizens Business Bank 5
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 5
Atlanta Capital Management Co L L C 5
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 5
Kim, Llc 5
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 5
DAACX - Adviser Managed Trust - Diversified Equity Fund 5
Vise Technologies, Inc. 5
Baldwin Brothers Inc/ma 5
M&r Capital Management Inc 5
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 5
Peak6 Llc 5
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 5
Elequin Capital Lp 5
Corton Capital Inc. 5
Bank Of Nova Scotia Trust Co 5
Sagefield Capital LP 5
Polymer Capital Management (US) LLC 5
BBVA USA Bancshares, Inc. 5
Cassady Schiller Wealth Management, LLC 5
Poplar Forest Capital LLC 5
Flow Traders U.s. Llc 5
Steward Financial Group LLC 5
Brandes Investment Partners, Lp 5
Schubert & Co 5
Oak Thistle LLC 5
Clear Street Llc 5
Parkworth Wealth Management, Inc. 5
Activest Wealth Management 5
Newbridge Financial Services Group, Inc. 5
Accurate Wealth Management, LLC 5
New Amsterdam Partners Llc/ny 5
Continuum Advisory, LLC 5
Optiver Holding B.V. 5
Columbia Partners L L C Investment Management 5
R Squared Ltd 5
Park Avenue Securities Llc 5
Spire Wealth Management 5
Coppell Advisory Solutions LLC 5
Atlantic Investment Management Inc 5
Sourcerock Group LLC 5
Hawkins Capital L.P. 5
Hirtle Callaghan & Co LLC 5
AMG National Trust Bank 5
Brown Advisory Securities, LLC 5
Geneva Advisors, LLC 5
Context Capital Management, LLC 5
Cordant, Inc. 5
TFC Financial Management 5
Highland Capital Management Lp 5
Advisory Alpha, LLC 5
Hedeker Wealth, LLC 5
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 5
Northern Capital Management Llc 5
Formidable Asset Management, LLC 5
Nippon Life Global Investors Americas, Inc. 5
Reinhart Partners, Inc. 5
First Horizon Corp 5
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 5
BIGTX - Monteagle Funds - The Texas Fund Class I 5
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 5
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 5
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 5
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 5
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 5
Kentucky Retirement Systems 5
Disciplined Investments, LLC 5
Patten Group, Inc. 5
Daiwa Capital Markets America Inc. 5
Glg Inc. 5
LMR Master Fund Ltd 5
State of New Jersey Common Pension Fund A 5
F&C Asset Management plc 5
Twinbeech Capital Lp 5
Meiji Yasuda Life Insurance Co 5
Scepter Holdings, Inc. 5
Dearborn Partners Llc 5
Arkadios Wealth Advisors 5
Carolinas Wealth Consulting Llc 5
Montgomery Investment Management Inc 5
Monaco Asset Management SAM 5
Dorsey & Whitney Trust CO LLC 5
Vertex One Asset Management Inc. 5
Ieq Capital, Llc 5
Analytic Investors, LLC 5
Kimelman & Baird, LLC 5
Beech Hill Advisors, Inc. 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
Legato Capital Management LLC 5
Mizuho Asset Management Co.,Ltd. 5
ARGA Investment Management, LP 5
Havens Advisors Llc 5
Zazove Associates Llc 5
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 5
Reliance Trust Co Of Delaware 5
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 5
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 5
HFM Investment Advisors, LLC 5
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 5
Teton Advisors, Inc. 5
Clear Street Markets Llc 5
Vantage Investment Advisors, LLC 5
Investment Counselors Of Maryland Llc 5
Connable Office Inc 5
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 5
Parametrica Management Ltd 5
Riggs Asset Managment Co. Inc. 5
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 5
Tsfg, Llc 5
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 5
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 5
Your Advocates Ltd., LLP 5
Bp Plc 5
Perpetual Ltd 5
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 5
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 5
Curian Capital Llc 5
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 5
River Road Asset Management, LLC 5
Sanctuary Advisors, LLC 5
Transamerica Financial Advisors, Inc. 5
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 5
Shine Investment Advisory Services Inc 5
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 5
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 5
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 5
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 5
Blackthorn Investment Group Llc 5
Harbor Investment Advisory, Llc 5
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 5
Goodman Financial Corp 5
Bright Rock Capital Management, Llc 5
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 5
Gateway Investment Advisers Llc 5
Northwest & Ethical Investments L.P. 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 5
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 5
Vigilant Capital Management, LLC 5
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 5
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
Ivory Investment Management, Llc 5
Steadfast Capital Management Lp 5
Laffer Investments 5
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 5
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 5
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 5
TradeLink Global Equity LLC 5
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 5
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 5
Integre Asset Management, LLC 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 5
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 5
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 5
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 5
Conning Inc. 5
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 5
Global Financial Private Client, LLC 5
MUFG Securities EMEA plc 5
Nippon Life Insurance Co 5
Hanseatic Management Services Inc 5
Rice Hall James & Associates, Llc 5
Cortina Asset Management, LLC 5
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 5
HITE Hedge Asset Management LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 5
Shinko Asset Management Co., Ltd. 5
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 5
Leavell Investment Management, Inc. 5
Abner Herrman & Brock Llc 5
Eastern Bank 5
Ardsley Advisory Partners Lp 5
Dynamic Advisor Solutions LLC 5
City Holding Co 5
Delta Asset Management Llc/tn 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 5
Alpha Windward Llc 5
Sageworth Trust Co 5
De Lisle Partners LLP 5
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 5
First Financial Corp /in/ 5
Cohen & Steers, Inc. 5
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5
Country Trust Bank 5
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 5
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 5
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 5
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 5
First Pacific Advisors, LP 5
Exxonmobil Investment Management Inc /tx 5
Baystate Wealth Management LLC 5
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 5
Copper Rock Capital Partners, LLC 5
Kistler-Tiffany Companies, LLC 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 5
Fulton Bank, N.a. 5
Monashee Investment Management LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 5
Salem Investment Counselors Inc 5
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 5
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 5
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 5
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 5
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 5
Vantage Investment Partners, LLC 5
One Capital Management, LLC 5
Tredje AP-fonden 5
Norinchukin Bank, The 5
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 5
AHIVX - American Century Investment Trust - High Income Fund Investor Class 5
Artemis Investment Management LLP 5
Winfield Associates, Inc. 5
Montag A & Associates Inc 5
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 5
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 5
Northeast Financial Consultants Inc 5
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 5
Burney Co/ 5
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 5
Ckw Financial Group 5
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 5
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 5
Macroview Investment Management Llc 5
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 5
Colony Group, LLC 5
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 5
Summit Financial Wealth Advisors, LLC 5
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 5
National Pension Service 5
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 5
Maverick Capital Ltd 5
Trust Co 5
Berkshire Asset Management Llc/pa 5
Xponance, Inc. 5
James Investment Research Inc 5
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 5
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 5
New Age Alpha Advisors, LLC 5
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 5
S. Muoio & Co. Llc 5
Berkley W R Corp 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 5
Sterne Agee Group, Inc. 5
Kilter Group LLC 5
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 5
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 5
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 5
Reaves W H & Co Inc 5
Nair Vinay 5
Arrowgrass Capital Partners (us) Lp 5
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 5
Sequoia Financial Advisors, LLC 5
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 5
Wbi Investments, Inc. 5
Sachetta, LLC 5
USS Investment Management Ltd 5
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 5
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 5
Brinker Capital Inc 5
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 5
Foresters Investment Management Company, Inc. 5
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 5
Grove Bank & Trust 5
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 5
PointState Capital LP 5
Ausdal Financial Partners, Inc. 5
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 5
Ashburton (Jersey) Ltd 5
Granite Investment Partners, LLC 5
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 5
Mint Tower Capital Management B.V. 5
Hara Capital LLC 5
Syntal Capital Partners, LLC 5
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 5
DiNuzzo Private Wealth, Inc. 5
Semanteon Capital Management, LP 5
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 5
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 5
Martingale Asset Management L P 5
Davidson Kempner Capital Management Lp 5
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 5
Mckinley Capital Management Llc /delaware 5
Marathon Trading Investment Management LLC 5
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
Telemark Asset Management, LLC 5
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 5
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 5
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 5
Dynamic Capital Management Ltd 5
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
Advanced Series Trust - Ast Advanced Strategies Portfolio 5
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 5
Dodge & Cox 5
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 5
361 Capital Llc 5
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 5
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 5
Quinn Opportunity Partners LLC 5
Northwestern Mutual Investment Services Llc 5
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 5
Lombard Odier Asset Management (Europe) Ltd 5
NOBOX - Northern Funds - Northern Bond Index Fund 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 5
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 5
Anchor Investment Management, LLC 5
Virtus Investment Advisers, Inc. 5
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 5
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 5
Institutional & Family Asset Management, Llc 5
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 5
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 5
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 5
Cleararc Capital Inc 5
Schonfeld Group Holdings LLC 5
Munder Series Trust 5
Principled Equity Market Fund 5
Hcim Trust 5
Stonehage Fleming (uk) Ltd 5
Rs Variable Products Trust 5
Bpv Family Of Funds 5
Stonehage Fleming Financial Services Holdings Ltd 5
Leap Investments Lp 5
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 5
Vestmark Advisory Solutions, Inc. 5
Next Financial Holdings 5
CWA Asset Management Group, LLC 5
Pacific Global Investment Management Co 5
Prestige Wealth Management Group LLC 5
Liberty Wealth Management Llc 5
Treasurer of the State of North Carolina 5
Claro Advisors LLC 5
Toroso Investments, LLC 5
Moody Aldrich Partners Llc 5
Alera Investment Advisors, LLC 5
Innealta Capital, Llc 5
Baird Robert W & Co Inc /wi/ 5
Guardian Investor Services Llc 5
Avantax Advisory Services, Inc. 5
Riverview Trust Co 5
Legg Mason Investment Counsel & Trust Co., N.A. 5
Envestnet Portfolio Solutions, Inc. 5
Munder Capital Management 5
Telluride Asset Management LLC 5
Truvestments Capital Llc 5
EAM Global Investors LLC 5
Integrated Wealth Concepts LLC 5
Wilmington Funds Management Corp 5
Harvest Group Wealth Management, Llc 5
McIlrath & Eck, LLC 5
Avestar Capital, LLC 5
Brasada Capital Management, Lp 5
Fore Capital, LLC 5
Norden Group Llc 5
Financial Advocates Investment Management 5
First Bank & Trust 5
SCP Investment, LP 5
Centenus Global Management, Lp 5
Crewe Advisors LLC 5
Centaurus Financial, Inc. 5
Legacy Financial Advisors, Inc. 5
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 5
Underlying Funds Trust 5
Periscope Capital Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 5
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 5
Dai-Ichi Life Insurance Company, Ltd 5
Glen Harbor Capital Management LLC 5
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 5
Intrinsic Edge Capital Management LLC 5
Fortis Advisors, LLC 5
Doubleline Income Solutions Fund 5
Patriot Financial Group Insurance Agency, LLC 5
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 5
Omnia Family Wealth, LLC 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
SRB Corp 5
YorkBridge Wealth Partners, LLC 5
Keeley-Teton Advisors, LLC 5
Achmea Investment Management B.V. 5
Fieldpoint Private Securities, LLC 5
Flagship Harbor Advisors, Llc 5
Atlantic Trust, LLC 5
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 5
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 5
BDO Wealth Advisors, LLC 5
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 5
Resources Investment Advisors, LLC. 5
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 5
Standard Life Aberdeen plc 5
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 5
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 5
Price Wealth Management, Inc. 5
Lighthouse Investment Partners, LLC 5
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 5
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 5
Invesco Bond Fund 5
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 5
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 5
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 5
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 5
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 5
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 5
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 5
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 5
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 5
Guardian Life Insurance Co Of America 5
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 5
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 5
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 5
Monetary Management Group Inc 4
Williams Jones & Associates LLC 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 4
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 4
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 4
Rainier Investment Management Llc 4
Jag Capital Management, Llc 4
Kingfisher Capital LLC 4
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 4
J.P. Turner & Co Capital Mnagement, LLC 4
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 4
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 4
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 4
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 4
Arrow Financial Corp 4
Argent Trust Co 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 4
Exencial Wealth Advisors, Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 4
Bowling Portfolio Management LLC 4
Primecap Management Co/ca/ 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 4
Eaton Vance Tax Advantaged Global Dividend Income Fund 4
American National Registered Investment Advisor, Inc. 4
Gargoyle Investment Advisor L.L.C. 4
Canandaigua National Bank & Trust Co 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 4
Omega Advisors Inc. 4
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 4
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 4
Baader Bank INC 4
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 4
Lehman Financial Resources, Inc. 4
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 4
Oarsman Capital, Inc. 4
CTC Alternative Strategies, Ltd. 4
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 4
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
BBT Capital Management, LLC 4
Creekmur Asset Management LLC 4
Ibex Investors LLC 4
Aristeia Capital Llc 4
Signet Financial Management, Llc 4
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 4
HighTower Trust Services, LTA 4
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 4
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 4
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 4
Sigma Capital Management Llc 4
Capital International Ltd /ca/ 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 4
EagleClaw Capital Managment, LLC 4
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 4
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 4
Boston Common Asset Management, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 4
Capital International Sarl 4
Krilogy Financial LLC 4
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 4
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 4
Kapitalo Investimentos Ltda 4
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 4
Cacti Asset Management Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 4
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 4
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
Keeley Asset Management Corp 4
Moreno Evelyn V 4
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 4
Pensionfund DSM Netherlands 4
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 4
Hollencrest Capital Management 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
Kovitz Investment Group Partners, LLC 4
Rivernorth Capital Management, Llc 4
Meritage Group LP 4
NOCBX - Northern Funds - Northern Core Bond Fund 4
Strategic Investment Management, Llc 4
CHICAGO TRUST Co NA 4
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 4
Ashton Thomas Private Wealth, LLC 4
Profunds - Profund Vp Small-cap Value 4
Profunds - Profund Vp Small-cap Growth 4
Bayforest Capital Ltd 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
Dakota Wealth Management 4
Valued Wealth Advisors LLC 4
CrestPoint Capital Management, LLC 4
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 4
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
OFOS - EXCHANGE TRADED CONCEPTS TRUST - Range Global Offshore Oil Services Index ETF 4
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 4
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 4
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 4
Central Pacific Bank - Trust Division 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 4
Schechter Investment Advisors, LLC 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
Dalton Greiner Hartman Maher & Co 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
Orbitronix, LP 4
Quotient Investors, LLC 4
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 4
Thurston, Springer, Miller, Herd & Titak, Inc. 4
Fruth Investment Management 4
Park Avenue Institutional Advisers LLC 4
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
Donald L. Hagan, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 4
Ativo Capital Management LLC 4
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
Waverton Investment Management Ltd 4
Exos TFP Holdings LLC 4
Rampart Investment Management Company, LLC 4
Euclid Advisors LLC 4
CenturyLink Investment Management Co 4
Cim, Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 4
Hexavest Inc. 4
Hartford Financial Management Inc. 4
Colonial Trust Co / SC 4
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 4
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 4
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 4
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 4
Highstreet Asset Management Inc. 4
RiverPark Advisors, LLC 4
WealthTrust Fairport, LLC 4
Newgate Capital Management Llc 4
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
First Midwest Bank Trust Division 4
Bray Capital Advisors 4
Baltimore-Washington Financial Advisors, Inc. 4
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 4
New South Capital Management Inc 4
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 4
Hudock, Inc. 4
AlphaMark Advisors, LLC 4
Highlander Capital Management, LLC 4
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 4
Mendota Financial Group, LLC 4
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 4
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 4
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 4
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 4
Blue Rock Advisors, LLC 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
Qsemble Capital Management, LP 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
Ada Investment Management, LP 4
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 4
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 4
Nuance Investments, Llc 4
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 4
Fieldview Capital Management, LLC 4
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 4
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 4
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 4
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 4
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 4
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 4
Lafitte Capital Management LP 4
Moran Wealth Management, LLC 4
Hm Payson & Co 4
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 4
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 4
Brighton Jones Llc 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 4
Kovitz Investment Group, LLC 4
IYE - iSHARES TRUST - iShares U.S. Energy ETF 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 4
Avalon Advisors, Llc 4
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 4
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 4
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 4
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 4
ISAM Funds (UK) Ltd 4
QCM Cayman, Ltd. 4
Handelsbanken Fonder AB 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 4
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 4
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 4
Eagle Global Advisors Llc 4
Voya Prime Rate Trust 4
Lebenthal Asset Management, LLC 4
Spears Abacus Advisors LLC 4
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 4
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 4
Southport Management, L.l.c. 4
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 4
Personal Capital Advisors Corp 4
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 4
Comerica Securities,inc. 4
Cantab Capital Partners LLP 4
Breton Hill Capital Ltd. 4
IMC-Chicago, LLC 4
BP Capital Fund Advisors, LLC 4
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
Hellman Jordan Management Co Inc /ma/ 4
Friess Associates Llc 4
Johnson Investment Counsel Inc 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 4
Charter Trust Co 4
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 4
River & Mercantile Asset Management Llp 4
Delta Lloyd Nv 4
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 4
Wall Street Associates 4
Pentwater Capital Management LP 4
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 4
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 4
Ohio National Investments, Inc. 4
Thomasville National Bank 4
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 4
Executive Wealth Management, LLC 4
Aspire Private Capital, LLC 4
Wellington Shields Capital Management, LLC 4
Green Arrow Capital Management Llc 4
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
Wealthspire Advisors, LLC 4
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 4
Cromwell Holdings LLC 4
SGPIX - Profunds - Small-cap Growth Profund Investor Class 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 4
Global Wealth Management Investment Advisory, Inc. 4
BerganKDV Wealth Management, LLC 4
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 4
EHLS - Tidal Trust II - Even Herd Long Short ETF 4
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 4
AMF Pensionsforsakring AB 4
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 4
Dorsey Wright & Associates 4
Neo Ivy Capital Management 4
Endurance Wealth Management, Inc. 4
Magnus Financial Group LLC 4
MU Investments Co., Ltd. 4
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 4
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 4
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 4
Joel Isaacson & Co., LLC 4
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 4
High Point Bank & Trust Co 4
Addison Capital Co 4
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 4
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 4
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 4
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 4
TD Waterhouse Canada Inc. 4
PGGM Investments 4
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 4
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 4
Banyan Partners, LLC 4
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 4
Point View Wealth Management, Inc. 4
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
TD Securities (USA) LLC 4
Kanawha Capital Management Llc 4
Wright Investors Service Inc 4
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 4
GHP Investment Advisors, Inc. 4
Hallmark Capital Management Inc 4
Principia Wealth Advisory, LLC 4
Kavar Capital Partners, LLC 4
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 4
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 4
FNY Managed Accounts LLC 4
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 4
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 4
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 4
Scout Investments, Inc. 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 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
Delphi Private Advisors LLC 4
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
Burt Wealth Advisors 4
BTC Capital Management, Inc. 4
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 4
SummitTX Capital, L.P. 4
KAMES CAPITAL plc 4
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 4
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 4
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 4
Oaktree Capital Management Lp 4
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 4
Hgk Asset Management Inc 4
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 4
Wilmington Trust Investment Management, LLC 4
American Funds Fundamental Investors 4
Cvi Holdings, Llc 4
Clear Investment Research, Llc 4
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 4
Acuitas Investments, LLC 4
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 4
Blackrock Credit Allocation Income Trust 4
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 4
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 4
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 4
Columbia Wanger Asset Management Llc 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
Rathbone Brothers plc 4
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 4
Equitec Proprietary Markets, Llc 4
Peregrine Capital Management Llc 4
GOFIX - GMO TRUST - GMO Resources Fund Class III 4
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 4
South Dakota Investment Council 4
Voya Infrastructure, Industrials & Materials Fund 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
Fortress Investment Group LLC 4
Intact Investment Management Inc. 4
Franklin Templeton International Trust 4
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 4
Liberty All Star Equity Fund 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
URTH - iShares, Inc. - iShares MSCI World ETF 4
Gluskin Sheff & Assoc Inc 4
Ncm Capital Management Group Inc 4
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 4
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 4
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 4
Edmond De Rothschild (suisse) S.a. 4
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 4
Teton Westwood Funds 4
MANA Advisors LLC 4
Providence Capital Advisors, LLC 4
Merit Financial Group, LLC 4
Truewealth Llc 4
Voya Global Advantage & Premium Opportunity Fund 4
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 4
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 4
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 4
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 4
Sprott Inc. 4
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 4
Mutual Advisors, LLC 4
Stone House Investment Management, LLC 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 4
Madison Covered Call & Equity Strategy Fund 4
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 4
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 4
Key Square Capital Management LLC 4
Greenleaf Trust 4
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 4
Quaker Wealth Management, LLC 4
BlackRock Credit Strategies Fund 4
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 4
Independence Bank of Kentucky 4
PharVision Advisers, LLC 4
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 4
Banque Cantonale Vaudoise 4
Squar Milner Financial Services Llc 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 4
Monument Capital Management 4
Pinz Capital Management, LP 4
FORA Capital, LLC 4
Woodline Partners LP 4
Epoch Investment Partners, Inc. 4
Claraphi Advisory Network, LLC 4
Financial Advisors Network, Inc. 4
Nuveen Core Equity Alpha Fund 4
Brant Point Investment Management Llc 4
Flinton Capital Management LLC 4
Archer Investment Corp 4
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 4
Kula Investments, LLC 4
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 4
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 4
Maven Securities LTD 4
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 4
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 4
BI Asset Management Fondsmaeglerselskab A/S 4
EULAV Asset Management 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 4
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
HighMark Wealth Management LLC 4
MASTER BOND LLC - Master Total Return Portfolio 4
Capital Income Builder 4
First City Capital Management, Inc. 4
Moneta Group Investment Advisors Llc 4
Connor Clark & Lunn Investment Management Ltd 4
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 4
Cypress Capital Group 4
Us Financial Advisors, Llc 4
Chilton Investment Co Llc 4
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 4
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 4
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 4
Precept Management LLC 4
Pinnacle Financial Partners Inc 4
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 4
Perigon Wealth Management, LLC 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 4
EA Series Trust 4
Fiduciary Trust Co 4
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 4
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 4
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 4
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 4
IHT Wealth Management, LLC 4
Leisure Capital Management 4
Level Four Advisory Services, Llc 4
Cca Investments Trust 4
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 4
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
Segantii Capital Management Ltd 4
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 4
Paragon Capital Management LLC 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
Sapience Investments, LLC 4
Alliancebernstein Global High Income Fund Inc 4
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 4
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 4
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 4
R&F Capital Advisors LP 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 4
Gilder Gagnon Howe & Co Llc 4
Six Circles Trust - Six Circles Global Bond Fund 4
Bourgeon Capital Management Llc 4
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 4
Advantage Investment Management, Llc 4
Ritholtz Wealth Management 4
Schwartz Investment Counsel Inc 4
Agf Management Ltd 4
Keyframe Capital Partners, L.P. 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
Whitnell & Co. 4
New Perspective Fund 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 4
Bollard Group LLC 4
Nuveen Nasdaq 100 Dynamic Overwrite Fund 4
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 4
Founders Financial Alliance, LLC 4
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 4
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
Tdam Usa Inc. 4
PenderFund Capital Management Ltd. 4
Stoneridge Investment Partners Llc 4
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 4
High Note Wealth, LLC 4
Addison Advisors LLC 4
Evermay Wealth Management Llc 4
Aaron Wealth Advisors LLC 4
Academy Capital Management Inc/tx 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
GFS Advisors, LLC 4
CBOE Vest Financial, LLC 4
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 4
Inspire Advisors, LLC 4
Jpmorgan Trust Iii 4
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 4
Masters Capital Management Llc 4
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 4
Concord Wealth Partners 4
Ridgeworth Funds 4
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 4
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 4
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
Alpha DNA Investment Management LLC 4
Ghisallo Capital Management LLC 4
Greylin Investment Mangement Inc 4
NinePointTwo Capital 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 4
Relative Value Fund 4
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 4
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
Adirondack Trust Co 4
Herndon Capital Management Llc 4
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 4
Pallas Capital Advisors LLC 4
Ferris Capital, Llc 4
Bb&t Investment Services, Inc. 4
Turner Funds 4
Carmignac Gestion 4
Source Capital Inc /de/ 4
Madison Investment Holdings Inc 4
Money Concepts Capital Corp 4
Bogart Wealth, LLC 4
Philadelphia Trust Co 4
Sargent Bickham Lagudis LLC 4
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 4
Whipplewood Advisors, LLC 4
Edge Advisors, Llc 4
Kb Financial Partners, Llc 4
Twin Capital Management Inc 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 4
Vanguard Explorer Fund 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 4
Advisor Resource Council 4
FUKOKU MUTUAL LIFE INSURANCE Co 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
Allianzgi Diversified Income & Convertible Fund 4
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 4
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 4
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 4
National Bank Of Canada /fi/ 4
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 4
Longfellow Investment Management Co Llc 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
U.S. Capital Wealth Advisors, LLC 4
Glenmede Investment Management, LP 4
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 4
Condor Capital Management 4
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 4
Knott David M 4
SG3 Management, LLC 4
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 4
Hughes Financial Services, LLC 4
Arlington Partners LLC 4
Investment Management Of Virginia Llc 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 4
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 4
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 4
Lenox Wealth Management, Inc. 4
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 4
Ameritas Advisory Services, LLC 4
WealthTrak Capital Management LLC 4
Ruffer LLP 4
Confluence Wealth Services, Inc. 4
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 4
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 4
Aviance Capital Management, Llc 4
Bryce Point Capital, LLC 4
MQS Management LLC 4
Vivaldi Asset Management, LLC 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
Fiduciary Management Associates Llc 4
Exane Asset Management 4
Schooner Investment Group, LLC. 4
Li Winifred I 4
Old Second National Bank Of Aurora 4
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 4
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 4
Bank Of The West 4
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4
Oliver Luxxe Assets LLC 4
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 4
Laurel Wealth Advisors, Inc. 4
Price Michael F 4
Delphia (USA) Inc. 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 4
Wrapmanager Inc 4
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 4
FDO Partners, LLC 4
Western Asset Management Company, LLC 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
Raleigh Capital Management Inc. 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 4
Gideon Capital Advisors, Inc. 4
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 4
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 4
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 4
Chicago Capital Management, LLC 4
Frontier Wealth Management LLC 4
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 4
Byrne Asset Management LLC 4
Hoxton Financial, Inc. 4
Concert Wealth Management Inc. 4
Blume Capital Management, Inc. 4
Spectrum Management Group, LLC 4
PartnerRe Asset Management CORP 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
Apriem Advisors 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 4
Oak Associates Ltd /oh/ 4
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 4
Rise Advisors, LLC 4
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 4
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4
Mraz, Amerine & Associates, Inc. 4
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 4
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 4
Kepos Capital LP 4
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
Energy Income Partners, LLC 4
East Coast Asset Management, LLC. 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 4
Wetzel Investment Advisors, Inc. 4
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 4
Saiers Capital, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 4
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 4
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 4
Cooper Creek Partners Management Llc 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 4
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 4
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 4
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 4
Manikay Partners, LLC 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
Odey Asset Management Group Ltd 4
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 4
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 4
Ionic Capital Management LLC 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
Transce3nd, LLC 4
HighPoint Advisor Group LLC 4
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 4
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 4
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
Susquehanna Portfolio Strategies, LLC 4
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 4
Capital International Inc /ca/ 4
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 4
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4
BTG Pactual Global Asset Management Ltd 4
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 4
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 4
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 4
Cornerstone Investment Partners, LLC 4
Quent Capital, LLC 4
Weaver C. Barksdale & Associates, Inc. 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 4
MSD Partners, L.P. 4
Meteora Capital, LLC 4
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 4
Koshinski Asset Management, Inc. 4
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 4
RPg Family Wealth Advisory, LLC 4
Van Hulzen Asset Management, LLC 4
Cambiar Investors Llc 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 4
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 4
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 4
Capital Asset Advisory Services LLC 4
Frontier Capital Management Co Llc 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 4
111 Capital 4
Bremer Trust National Association 4
Stonebridge Capital Management Inc 4
Ninety One North America, Inc. 4
Partnervest Advisory Services LLC 4
Standard Life Investments LTD 4
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 4
IWB - iSHARES TRUST - iShares Russell 1000 ETF 4
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 4
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4
White Pine Capital Llc 4
Stanley-Laman Group, Ltd. 4
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 3
Bulldog Investors, LLP 3
Monarch Alternative Capital LP 3
MMCAP International Inc. SPC 3
Sumitomo Life Insurance Co 3
Greenlight Capital Inc 3
Sandell Asset Management Corp 3
Sit Investment Associates Inc 3
BKD Wealth Advisors, LLC 3
Farallon Capital Management Llc 3
Robotti Robert 3
3G Capital Partners LP 3
Van Den Berg Management I, Inc 3
Mariner Investment Group Llc 3
Cantor Fitzgerald, L. P. 3
Nierenberg Investment Management Company, Inc. 3
Lansdowne Partners (uk) Llp 3
683 Capital Management, LLC 3
Apex Capital, Llc 3
Samlyn Capital, Llc 3
Integrated Core Strategies (us) Llc 3
Grandeur Peak Global Advisors, LLC 3
Psagot Investment House Ltd. 3
Gates Capital Management, Inc. 3
Menora Mivtachim Holdings Ltd. 3
Nantahala Capital Management, LLC 3
Amici Capital, LLC 3
Growth Fund Of America 3
PFM Health Sciences, LP 3
Aristides Capital LLC 3
Alden Global Capital LLC 3
MAZ Partners LP 3
Angelo Gordon & Co., L.p. 3
Rs Investment Management Co Llc 3
Impala Asset Management LLC 3
Aegis Financial Corp 3
Champlain Investment Partners, LLC 3
M&g Investment Management Ltd 3
Folger Hill Asset Management LP 3
Hall Laurie J Trustee 3
AGF Investments America Inc. 3
Migdal Insurance & Financial Holdings Ltd. 3
Steadfast Advisors Lp 3
Elliott Management Corporation 3
Polen Capital Management Llc 3
Quest Investment Management Llc 3
Gendell Jeffrey L 3
Roosevelt Investment Group Llc 3
Argent Capital Management Llc 3
Harvest Management Llc 3
Genesee Valley Trust Co 3
Broadview Advisors Llc 3
Forward Management, LLC 3
Hanson & Doremus Investment Management 3
CQS Cayman LP 3
Courier Capital Llc 3
Parsons Capital Management Inc/ri 3
Cypress Asset Management Inc/tx 3
P Schoenfeld Asset Management Lp 3
Schroder Investment Management North America Inc/ De 3
First Niagara Bank 3
Fairpointe Capital LLC 3
Buckhead Capital Management Llc 3
Tradition Capital Management Llc 3
Polaris Capital Management, LLC 3
Hugh Johnson Advisors LLC 3
Cowen Prime Services LLC 3
Punch & Associates Investment Management, Inc. 3
Brave Asset Management Inc 3
Vanguard Windsor Funds 3
Chesley Taft & Associates LLC 3
Afam Capital, Inc. 3
Pacific Heights Asset Management Llc 3
Violich Capital Management, Inc. 3
Mastrapasqua Asset Management Inc 3
Vaughan David Investments Inc/il 3
Todd Asset Management Llc 3
Sigma Investment Counselors Inc 3
Baxter Bros Inc 3
Grisanti Capital Management LLC 3
Palouse Capital Management, Inc. 3
De Burlo Group Inc 3
Busey Wealth Management 3
Timpani Capital Management LLC 3
Copeland Capital Management, LLC 3
BARING ASSET MANAGEMENT Ltd 3
Patriot Wealth Management, Inc. 3
Halbert Hargrove Global Advisors, Llc 3
Asset Management Advisors, LLC 3
Seven Bridges Advisors LLC 3
Moody Lynn & Lieberson, Llc 3
Apollo Management Holdings, L.P. 3
Gerstein Fisher 3
Armstrong Shaw Associates Inc/ct 3
Sound Energy Partners, Inc. 3
Advisors Capital Management, LLC 3
Cullen Capital Management, LLC 3
HBK Sorce Advisory LLC 3
Choate Investment Advisors 3
SMITH HAYES Advisers, Inc 3
Zeke Capital Advisors, Llc 3
Bangor Savings Bank 3
Kings Point Capital Management 3
New Jersey Better Educational Savings Trust 3
Supplemental Annuity Collective Trust of NJ 3
Hikari Power Ltd 3
SeaBridge Investment Advisors LLC 3
Ashfield Capital Partners, LLC 3
BW Gestao de Investimentos Ltda. 3
Monetta Financial Services Inc 3
Lee Danner & Bass Inc 3
Bar Harbor Trust Services 3
Simply Money Advisors 3
Monarch Partners Asset Management LLC 3
Washington Capital Management Inc 3
Atwood & Palmer Inc 3
Trust Co Of Oklahoma 3
Central Bank & Trust Co 3
Texas Yale Capital Corp. 3
Argentus Capital Management, LLC 3
Nelson Capital Management, LLC 3
Iron Financial, LLC 3
Rnc Capital Management Llc 3
Honeywell International Inc 3
Shufro Rose & Co Llc 3
Eads & Heald Wealth Management 3
Evergreen Capital Management Llc 3
Essex Financial Services, Inc. 3
Kempen Capital Management N.v. 3
Whalerock Point Partners, Llc 3
Hl Financial Services Llc 3
Americafirst Capital Management, Llc 3
Marquette Asset Management, LLC 3
AT Bancorp 3
Westwood Management Corp /il/ 3
Rothschild Investment Corp /il 3
CHURCHILL MANAGEMENT Corp 3
Dowling & Yahnke Llc 3
Wellington Shields & Co., LLC 3
Corbenic Partners LLC 3
Chase Investment Counsel Corp 3
Capital Management Associates /ny/ 3
Rockland Trust Co 3
Meritage Portfolio Management 3
Lombardia Capital Partners Llc 3
Douglas C. Lane & Associates, Inc. 3
Putnam Fl Investment Management Co 3
Magee Thomson Investment Partners Llc 3
Visionary Asset Management, Inc. 3
Orbis Holdings Ltd 3
Martin Currie Ltd 3
Steinberg Asset Management Llc 3
Jd Capital Management Llc 3
Quantum Capital Management 3
Legg Mason Asset Management (Japan) Co., Ltd. 3
TIG Advisors, LLC 3
Kellner Capital, LLC 3
Wheatland Advisors Inc 3
Greenhaven Associates Inc 3
Becker Capital Management Inc 3
Denver Investment Advisors Llc 3
Financial Sense Advisors, Inc. 3
Cutter & CO Brokerage, Inc. 3
JCIC Asset Management Inc. 3
Hussman Strategic Advisors, Inc. 3
Camarda Financial Advisors, LLC 3
Oxbow Advisors, LLC 3
Flossbach Von Storch Ag 3
Intersect Capital LLC 3
Cypress Capital Management LLC (WY) 3
Klingenstein Fields & Co Lp 3
Cordasco Financial Network 3
Ogorek Anthony Joseph /ny/ /adv 3
Mathes Company, Inc. 3
Decatur Capital Management, Inc. 3
Prio Wealth Limited Partnership 3
Catawba Capital Management /va 3
Winch Advisory Services, LLC 3
New Century Investment Management, Inc 3
Parasol Investment Management, LLC 3
Cheyne Capital Management (UK) LLP 3
Franklin Street Advisors Inc /nc 3
Profit Investment Management, LLC 3
IMS Capital Management 3
Barnett & Company, Inc. 3
Davis R M Inc 3
Knowledge Leaders Capital, LLC 3
ID Management A/S 3
Telemus Capital, Llc 3
Banced Corp 3
Gierl Augustine Investment Management Inc 3
Woodstock Corp 3
Edge Wealth Management LLC 3
Indiana Trust & Investment Management CO 3
Denali Advisors Llc 3
Livingston Group Asset Management CO (operating as Southport Capital Management) 3
Texas Capital Bancshares Inc/tx 3
First Financial Bank - Trust Division 3
CT Financial Advisors LLC 3
Beacon Financial Group 3
Park National Corp /oh/ 3
Kassirer Asset Management Corp 3
Hanlon Investment Management, Inc. 3
EP Wealth Advisors, Inc. 3
Logan Capital Management Inc 3
Vestor Capital, Llc 3
ACG Wealth 3
Jacobus Wealth Management, Inc. 3
Trust Investment Advisors 3
Ironwood Financial, llc 3
Gladius Capital Management LP 3
Stratton Management Co 3
Sound Shore Management Inc /ct/ 3
Nbt Bank N A /ny 3
Lingohr & Partner Asset Management GmbH 3
S&co Inc 3
Orinda Asset Management LLC 3
General American Investors Co Inc 3
Peoples Financial Services Corp. 3
Clarkston Capital Partners, LLC 3
Arvest Bank Trust Division 3
Smith, Moore & Co. 3
First American Trust, Fsb 3
Searle & Co. 3
Kessler Investment Group, LLC 3
Middleton & Co Inc/ma 3
Loeb Partners Corp 3
RWC Asset Management LLP 3
Kiwi Wealth Investments Limited Partnership 3
Platte River Capital LLC 3
Smith, Salley & Associates 3
First Business Financial Services, Inc. 3
Telemetry Investments, L.L.C. 3
Dynamic Technology Lab Pte Ltd 3
Gabelli Equity Series Funds Inc 3
Sanders Morris Harris Llc 3
Cambrian Capital Limited Partnership 3
WESPAC Advisors SoCal, LLC 3
V Wealth Advisors LLC 3
RiverPoint Capital Management, LLC 3
Sheaff Brock Investment Advisors, LLC 3
Moisand Fitzgerald Tamayo, LLC 3
Mcclain Value Management Llc 3
Raab & Moskowitz Asset Management LLC 3
Overland Advisors, LLC 3
Tradewinds Global Investors, LLC 3
Chartwell Investment Partners/pa 3
J.Safra Asset Management Corp 3
Zions Trust, National Association 3
Simmons Bank 3
NorthRock Partners, LLC 3
Ally Financial Inc. 3
Qualcomm Inc/de 3
Wafra Inc. 3
Scharf Investments, Llc 3
Graticule Asia Macro Advisors LLC 3
RK Capital Management, LLC 3
Cornerstone Wealth Management, LLC 3
Fort, L.p. 3
Orbis Investment Management (U.S.), LLC 3
Orbis Allan Gray Ltd 3
HRS Investment Holdings, LLC 3
Slate Path Capital LP 3
Opera Trading Capital 3
Tide Point Capital Management, Lp 3
Kelly Lawrence W & Associates Inc/ca 3
Avidian Wealth Solutions, LLC 3
Euclidean Technologies Management, LLC 3
CSat Investment Advisory, L.P. 3
D.C. Capital Advisors, Ltd 3
Partner Investment Management, L.P. 3
Rocky Mountain Advisers, Llc 3
Cna Financial Corp 3
Stifel Nicolaus & Co Inc \mo\ 3
Strategic Capital Alternatives LLC 3
Associated Banc-corp 3
Trustmark National Bank Trust Department 3
Cahill Financial Advisors Inc 3
Eos Management, L.P. 3
Olstein Capital Management, L.P. 3
Clearline Capital LP 3
Tiverton Asset Management Llc 3
Covalent Partners LLC 3
Capital Growth Management Lp 3
Silver Rock Financial LP 3
Valley National Bancorp 3
S.a.c. Global Investors, Llp 3
McAdams Wright Ragen, Inc. 3
Bankers Trust Co 3
WCG Management, L.P. 3
Yellowstone Partners, LLC 3
Quad Capital Management Advisors LLC 3
Stanford Investment Group, Inc. 3
Kepos Capital LP 3
StoneX Group Inc. 3
Simon Quick Advisors, Llc 3
Chiron Investment Management, LLC 3
Millburn Ridgefield Corp 3
First Capital Advisors Group, LLC. 3
Capital Investment Advisory Services, LLC 3
JJJ Advisors Inc. 3
Harvest Fund Management Co., Ltd 3
Point72 Europe (London) LLP 3
Moloney Securities Asset Management, LLC 3
Castle Hook Partners LP 3
Summit Global Investments 3
Worth Venture Partners, LLC 3
IFM Investors Pty Ltd 3
Elkhorn Investments, LLC 3
Pinnacle Bancorp, Inc. 3
Ridgewood Investments LLC 3
Heritage Trust Co 3
Knights of Columbus Asset Advisors LLC 3
Lido Advisors, LLC 3
Pendal Group Ltd 3
HGC Investment Management Inc. 3
Mountain Capital Investment Advisors, Inc 3
MPS Loria Financial Planners, LLC 3
Ninepoint Partners LP 3
XR Securities LLC 3
Cerebellum GP, LLC 3
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 3
Invesco High Income Trust Ii 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 3
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
Putnam High Income Securities Fund 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 3
Allianzgi Convertible & Income Fund Ii 3
Allianzgi Convertible & Income Fund 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 3
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 3
Td Asset Management Usa Funds Inc. 3
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
Gabelli Convertible & Income Securities Fund Inc 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 3
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 3
Barings Global Short Duration High Yield Fund 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
Gabelli Go Anywhere Trust 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Stock Portfolio - Stock Portfolio 3
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 3
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
Gdl Fund 3
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 3
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 3
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 3
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
Olstein Funds 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
Tri-continental Corp 3
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 3
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 3
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 3
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 3
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 3
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 3
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
Us Global Investors Funds 3
Cortina Funds, Inc. 3
Blackrock Enhanced Global Dividend Trust 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
WIREX - PFS FUNDS - Wireless Fund 3
Madison Strategic Sector Premium Fund 3
Liberty All Star Growth Fund Inc. 3
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 3
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 3
Oppenheimer Global Multi Strategies Fund 3
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
GRHIX - Goehring & Rozencwajg Investment Funds - Goehring & Rozencwajg Resources Fund Institutional Class Shares 3
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
Sentinel Group Funds Inc 3
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 3
Avenue Income Credit Strategies Fund 3
Stone Ridge Trust Iii 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
Advent Claymore Convertible Securities & Income Fund 3
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 3
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 3
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
American Independence Funds Trust 3
Rivernorth Opportunities Fund, Inc. 3
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 3
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
Alpine Total Dynamic Dividend Fund 3
Horizons Etf Trust I 3
Wells Fargo Multi-sector Income Fund 3
Alpine Global Dynamic Dividend Fund 3
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 3
Tcw Alternative Funds 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 3
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 3
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 3
Insight Select Income Fund 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 3
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 3
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
BRAMX - Blackrock Allocation Target Shares - Bats Series M 3
Putnam Fund For Growth & Income 3
Capstone Series Fund Inc 3
Crow Point Global Dividend Plus Fund 3
Trustcore Financial Services, Llc 3
Covalis Capital Llp 3
Carillon Tower Advisers, Inc. 3
Kaizen Advisory, Llc 3
Financial Gravity Companies, Inc. 3
Delpha Capital Management, Llc 3
Kiley Juergens Wealth Management, Llc 3
Nissay Asset Management Corp /japan/ /adv 3
Cowen And Company, Llc 3
CNB Bank 3
CastleArk Alternatives, LLC 3
Atlas Capital Advisors Llc 3
Fs Credit Income Fund 3
Ceredex Value Advisors LLC 3
Arnhold LLC 3
Change Path, LLC 3
Quad-Cities Investment Group, LLC 3
Weiss Strategic Interval Fund 3
CX Institutional 3
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 3
Redpoint Investment Management Pty Ltd 3
Pflug Koory, LLC 3
Worldquant Millennium Advisors Llc 3
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 3
Nachman Norwood & Parrott, Inc 3
Evolution Wealth Advisors, LLC 3
Allred Capital Management, LLC 3
Essex Savings Bank 3
1 North Wealth Services Llc 3
Wiley Bros.-aintree Capital, Llc 3
Laurel Wealth Advisors LLC 3
Aptus Capital Advisors, LLC 3
Ossiam 3
Harvest Investment Services, LLC 3
DeepCurrents Investment Group LLC 3
Wealthfront Advisers Llc 3
Quest Capital Management Inc /adv 3
Clarfeld Financial Advisors, Llc 3
Voleon Capital Management Lp 3
Machina Capital S.a.s. 3
Golden State Wealth Management, LLC 3
WealthStone, Inc. 3
Coastal Investment Advisors, Inc. 3
Weaver Consulting Group 3
Arden Trust Co 3
Matrix Trust Co 3
Jump Trading, Llc 3
Nuveen Global Equity Income Fund 3
American Fidelity Dual Strategy Fund Inc 3
Ilmarinen Mutual Pension Insurance Co 3
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 3
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 3
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 3
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 3
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 3
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 3
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 3
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 3
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 3
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 3
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 3
NOSIX - Northern Funds - Northern Stock Index Fund 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 3
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 3
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 3
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 3
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 3
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
PACIFIC SELECT FUND - Equity Index Portfolio Class I 3
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 3
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 3
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 3
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 3
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 3
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 3
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 3
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 3
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 3
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 3
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 3
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 3
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 3
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 3
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 3
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 3
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 3
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 3
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 3
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 3
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 3
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 3
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 3
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 3
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 3
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 3
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 3
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 3
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 3
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 3
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 3
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 3
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 3
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 3
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 3
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 3
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 3
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 3
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 3
Securian Funds Trust - SFT Index 500 Fund Class 1 3
Securian Funds Trust - SFT T. Rowe Price Value Fund 3
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 3
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 3
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 3
PENN SERIES FUNDS INC - Index 500 Fund 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 II, Inc. - BlackRock High Yield Portfolio 3
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 3
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 3
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 3
IXC - iSHARES TRUST - iShares Global Energy ETF 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 3
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 3
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 3
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 3
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 3
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 3
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 3
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 3
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 3
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 3
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 3
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 3
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 3
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 3
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 3
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 3
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 3
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 3
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 3
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 3
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 3
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 3
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 3
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 3
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 3
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 3
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 3
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
Profunds - Profund Vp Large-cap Value 3
Profunds - Profund Vp Mid-cap Value 3
Profunds - Profund Vp Mid-cap Growth 3
Profunds - Profund Vp Ultramid-cap 3
Profunds - Profund Vp Bull 3
Profunds - Profund Vp Ultrabull 3
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 3
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 3
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 3
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 3
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 3
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 3
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 3
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 3
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 3
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 3
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 3
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 3
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 3
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 3
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 3
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 3
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 3
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 3
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 3
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 3
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 3
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 3
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 3
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 3
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 3
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 3
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 3
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 3
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 3
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 3
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 3
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 3
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 3
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 3
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 3
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 3
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 3
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 3
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 3
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 3
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 3
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 3
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 3
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 3
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 3
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 3
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 3
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 3
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 3
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 3
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
LVPIX - Profunds - Large-cap Value Profund Investor Class 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 3
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 3
ULPIX - Profunds - Ultrabull Profund Investor Class 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
BLPIX - Profunds - Bull Profund Investor Class 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 3
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 3
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 3
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 3
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 3
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 3
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 3
ABIAX - AB TRUST - AB International Value Fund Class A 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 3
Savior LLC 3
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 3
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 3
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 3
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 3
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 3
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 3
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 3
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 3
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 3
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 3
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 3
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 3
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 3
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 3
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 3
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 3
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 3
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 3
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 3
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 3
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 3
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 3
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 3
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
VSTIX - VALIC Co I - Stock Index Fund 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 3
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 3
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
SSO - PROSHARES TRUST - ProShares Ultra S&P500 3
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 3
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 3
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 3
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 3
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 3
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 3
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 3
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 3
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 3
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 3
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 3
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 3
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 3
EWG Elevate Inc. 3
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 3
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
GIMFX - GMO TRUST - GMO Implementation Fund 3
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 3
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 3
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 3
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 3
PSCE - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Energy ETF 3
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 3
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 3
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 3
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
Venture Visionary Partners LLC 3
Great Diamond Partners, LLC 3
Spdr S&p Midcap 400 Etf Trust 3
Spdr S&p 500 Etf Trust 3
Sage Rock Capital Management LP 3
Americana Partners, LLC 3
Jade Capital Advisors, LLC 3
Column Capital Advisors, LLC 3
Xtx Markets Llc 3
Center for Financial Planning, Inc. 3
Regent Peak Wealth Advisors LLC 3
Hohimer Wealth Management, Llc 3
Deseret Mutual Benefit Administrators 3
Meridian Wealth Partners, LLC 3
Haafor (Singapore) Pte. Ltd. 3
Procyon Private Wealth Partners, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
Calamos Long/Short Equity & Dynamic Income Trust 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
Winton Capital Management Ltd 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
Bank Julius Baer & Co. Ltd, Zurich 3
Rosenberg Matthew Hamilton 3
MFCPX - M FUND INC - M Capital Appreciation Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 3
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 3
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 3
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 3
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 3
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 3
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 3
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
DoubleLine Yield Opportunities Fund 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 3
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 3
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 3
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 3
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 3
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 3
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 3
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 3
Quantedge Capital Pte Ltd 3
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 3
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 3
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 3
Paces Ferry Wealth Advisors, Llc 3
Arena Capital Advisors, LLC- CA 3
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 3
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 3
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
Clearview Wealth Advisors LLC 3
Sage Mountain Advisors LLC 3
McCarthy Asset Management, Inc. 3
GPS Wealth Strategies Group, LLC 3
Symmetry Investments LP 3
Opal Wealth Advisors, LLC 3
Lebenthal Global Advisors, LLC 3
Mach-1 Financial Group, Inc. 3
Aventail Capital Group, LP 3
Merewether Investment Management, LP 3
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 3
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 3
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 3
Childress Capital Advisors, Llc 3
SOA Wealth Advisors, LLC. 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 3
NewEdge Wealth, LLC 3
Hennion & Walsh Asset Management, Inc. 3
CSM Advisors, LLC 3
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 3
Ault Milton C Iii 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 3
Bbva Usa 3
Lynwood Capital Management Inc. 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
JNL SERIES TRUST - JNL Bond Index Fund (I) 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 3
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 3
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 3
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 3
Congress Wealth Management LLC / DE / 3
NorthCrest Asset Manangement, LLC 3
Buckingham Strategic Partners 3
Boulder Hill Capital Management Lp 3
Washington Trust Advisors, Inc. 3
Taika Capital, LP 3
Fifth Lane Capital, Lp 3
Forum Financial Management, LP 3
Options Solutions, Llc 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 3
Householder Group Estate & Retirement Specialist, LLC 3
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 3
Atria Wealth Solutions, Inc. 3
Concentric Capital Strategies, LP 3
1620 Investment Advisors, Inc. 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 3
EdgeRock Capital LLC 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
Coston, McIsaac & Partners 3
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
DRLL - EA Series Trust - Strive U.S. Energy ETF 3
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
McGlone Suttner Wealth Management, Inc. 3
Webs Creek Capital Management LP 3
Greenland Capital Management LP 3
West Tower Group, LLC 3
Fortis Capital Advisors, LLC 3
Readystate Asset Management Lp 3
Mill Creek Capital Advisors, LLC 3
Linden Thomas Advisory Services, LLC 3
Coppell Advisory Solutions Corp. 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 3
Fifth Third Wealth Advisors LLC 3
Gts Securities Llc 3
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 3
UniSuper Management Pty Ltd 3
Portside Wealth Group, LLC 3
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 3
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
Annis Gardner Whiting Capital Advisors, LLC 3
Pantechnicon Advisors LLP 3
West Paces Advisors Inc. 3
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 3
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 3
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
Bear Mountain Capital, Inc. 3
Rakuten Securities, Inc. 3
Gilliland Jeter Wealth Management LLC 3
E. Ohman J:or Asset Management AB 3
Bare Financial Services, Inc 3
Partnership Wealth Management, LLC 3
Frazier Financial Advisors, LLC 3
Plato Investment Management Ltd 3
Financial Network Wealth Advisors LLC 3
Perbak Capital Partners LLP 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 3
Transcendent Capital Group LLC 3
American Capital Advisory, LLC 3
Triad Wealth Partners, LLC 3
Diversify Advisory Services, LLC 3
Amplify ETF Trust - Amplify AI Powered Equity ETF 3
TruNorth Capital Management, LLC 3
Glen Eagle Advisors, LLC 3
City Center Advisors, LLC 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
WR Wealth Planners, LLC 3
Abound Wealth Management 3
Diversify Wealth Management, Llc 3
Ashton Thomas Securities, Llc 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
New Wave Wealth Advisors Llc 3
Kestra Investment Management, LLC 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
Heck Capital Advisors, LLC 3
Jain Global LLC 3
Murphy & Mullick Capital Management Corp 3
Farringdon Capital, Ltd. 3
Banque Transatlantique SA 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 3
Stance Capital Llc 3
WPG Advisers, LLC 3
Private Wealth Asset Management, LLC 3
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3