Dolls, Toys, Games And Sporting And Athletic - 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
UBS Group AG 28
Morgan Stanley 28
Jpmorgan Chase & Co 27
Bank Of America Corp /de/ 27
Proequities, Inc. 27
Citigroup Inc 27
Millennium Management Llc 25
Wells Fargo & Company/mn 25
Royal Bank Of Canada 25
Susquehanna International Group, Llp 25
Goldman Sachs Group Inc 25
Jane Street Group, Llc 24
Deutsche Bank Ag\ 24
Vanguard Group Inc 23
Tower Research Capital LLC (TRC) 23
BlackRock, Inc. 23
Geode Capital Management, Llc 23
Citadel Advisors Llc 23
Barclays Plc 23
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 23
State Street Corp 22
Fmr Llc 22
Bank Of Montreal /can/ 22
New York State Common Retirement Fund 21
Bank of New York Mellon Corp 21
Russell Investments Group, Ltd. 21
IFP Advisors, Inc 21
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 21
Credit Suisse Ag/ 21
D. E. Shaw & Co., Inc. 21
Invesco Ltd. 21
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 20
Two Sigma Investments, Lp 20
Two Sigma Advisers, Lp 20
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 20
Dimensional Fund Advisors Lp 20
Renaissance Technologies Llc 20
Legal & General Group Plc 20
Group One Trading, L.p. 20
California State Teachers Retirement System 20
SG Americas Securities, LLC 19
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 19
Pnc Financial Services Group, Inc. 19
Simplex Trading, Llc 19
Nuveen Asset Management, LLC 19
Metropolitan Life Insurance Co/ny 19
Bnp Paribas Arbitrage, Sa 19
Marshall Wace, Llp 19
Ameriprise Financial Inc 19
American International Group, Inc. 19
Charles Schwab Investment Management Inc 19
Manufacturers Life Insurance Company, The 19
Northern Trust Corp 19
Federated Hermes, Inc. 19
Prelude Capital Management, Llc 18
LPL Financial LLC 18
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 18
Parallax Volatility Advisers, L.P. 18
Hrt Financial Lp 18
Alliancebernstein L.p. 18
Voya Investment Management Llc 18
Walleye Capital LLC 18
Jefferies Group LLC 18
Balyasny Asset Management Llc 18
Advisor Group Holdings, Inc. 18
Nomura Holdings Inc 18
Lazard Asset Management Llc 18
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 18
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18
Rhumbline Advisers 18
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 18
MetLife Investment Management, LLC 18
Victory Capital Management Inc 18
Aqr Capital Management Llc 18
Virtu Financial LLC 17
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 17
Price T Rowe Associates Inc /md/ 17
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 17
Verition Fund Management LLC 17
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 17
Great West Life Assurance Co /can/ 17
Comerica Bank 17
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 17
Sei Investments Co 17
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 17
Cubist Systematic Strategies, LLC 17
Captrust Financial Advisors 17
Walleye Trading LLC 17
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 17
Amalgamated Bank 17
Wolverine Trading, Llc 17
Squarepoint Ops LLC 17
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 17
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 16
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 16
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 16
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 16
Swiss National Bank 16
American Century Companies Inc 16
Tudor Investment Corp Et Al 16
Parametric Portfolio Associates Llc 16
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 16
Ancora Advisors, LLC 16
Ubs Asset Management Americas Inc 16
Ameritas Investment Partners, Inc. 16
Cwm, Llc 16
Quadrature Capital Ltd 16
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 16
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 16
Steward Partners Investment Advisory, Llc 16
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 16
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 16
Trexquant Investment LP 16
Strs Ohio 16
Boothbay Fund Management, Llc 16
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 16
Advisory Services Network, LLC 16
Connor, Clark & Lunn Investment Management Ltd. 16
Panagora Asset Management Inc 16
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 16
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 16
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 15
Raymond James & Associates 15
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 15
Schonfeld Strategic Advisors LLC 15
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 15
Quadrant Capital Group Llc 15
O'shaughnessy Asset Management, Llc 15
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 15
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 15
VCSLX - VALIC Co I - Small Cap Index Fund 15
Arrowstreet Capital, Limited Partnership 15
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 15
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 15
Acadian Asset Management Llc 15
ExodusPoint Capital Management, LP 15
Sterling Capital Management LLC 15
Two Sigma Securities, Llc 15
Point72 Hong Kong Ltd 15
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 15
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 15
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 15
Macquarie Group Ltd 15
Nisa Investment Advisors, Llc 15
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 15
State Of Wisconsin Investment Board 15
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 15
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 15
Public Employees Retirement System Of Ohio 15
Dynamic Technology Lab Private Ltd 15
Gsa Capital Partners Llp 15
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 15
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 15
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 15
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 15
Prudential Financial Inc 15
Man Group plc 15
Qube Research & Technologies Ltd 15
Stifel Financial Corp 15
PDT Partners, LLC 15
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 15
Kennedy Capital Management, Inc. 15
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 15
Quantbot Technologies LP 15
Creative Planning 14
Bridgeway Capital Management Inc 14
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 14
NSIDX - Northern Funds - Northern Small Cap Index Fund 14
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 14
IWM - iSHARES TRUST - iShares Russell 2000 ETF 14
Tiaa Cref Investment Management Llc 14
Huntington National Bank 14
Allspring Global Investments Holdings, LLC 14
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 14
Teacher Retirement System Of Texas 14
Covestor Ltd 14
Zurcher Kantonalbank (Zurich Cantonalbank) 14
XTX Topco Ltd 14
PEAK6 Investments LLC 14
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 14
California Public Employees Retirement System 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 14
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 14
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 14
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 14
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 14
Profunds - Profund Vp Ultrasmall-cap 14
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 14
Profunds - Profund Vp Small-cap 14
Cutler Group LP 14
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 14
Principal Financial Group Inc 14
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 14
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 14
Principal Funds Inc 14
SBI Securities Co., Ltd. 14
EverSource Wealth Advisors, LLC 14
Wellington Management Group Llp 14
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 14
Royce & Associates Lp 14
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 14
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 14
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 14
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 14
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 14
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 14
Hudson Bay Capital Management LP 14
Susquehanna Fundamental Investments, Llc 14
Us Bancorp \de\ 14
Teachers Advisors, Llc 14
Hsbc Holdings Plc 14
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 14
First Trust Advisors Lp 14
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 14
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 14
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 14
SLPIX - Profunds - Small-cap Profund Investor Class 14
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 14
Ergoteles LLC 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 13
Nuveen, LLC 13
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 13
Bessemer Group Inc 13
Putnam Investments Llc 13
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 13
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 13
Northwestern Mutual Wealth Management Co 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 13
Algert Global Llc 13
Magnetar Financial LLC 13
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 13
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 13
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13
State Board Of Administration Of Florida Retirement System 13
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 13
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 13
IWV - iSHARES TRUST - iShares Russell 3000 ETF 13
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 13
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 13
Janus Henderson Group Plc 13
Jacobs Levy Equity Management, Inc 13
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 13
Franklin Resources Inc 13
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 13
Thrivent Financial For Lutherans 13
State of Wyoming 13
State Farm Mutual Fund Trust 13
Meeder Asset Management Inc 13
Pacer Advisors, Inc. 13
GWM Advisors LLC 13
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 13
First Horizon Advisors, Inc. 13
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13
Engineers Gate Manager LP 13
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 13
EAM Investors, LLC 13
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 13
State Farm Variable Product Trust 13
Envestnet Asset Management Inc 13
PENN SERIES FUNDS INC - Small Cap Index Fund 13
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 13
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 13
Paloma Partners Management Co 13
Ladenburg Thalmann Financial Services Inc 13
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 13
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 13
Glenmede Trust Co Na 13
Parallel Advisors, LLC 13
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 13
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 12
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 12
A.R.T. Advisors, LLC 12
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 12
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 12
MUFG Americas Holdings Corp 12
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 12
Wolverine Asset Management Llc 12
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 12
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12
Raymond James Financial Inc 12
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 12
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 12
Norges Bank 12
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 12
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 12
Empowered Funds, LLC 12
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 12
Hillsdale Investment Management Inc. 12
ProShare Advisors LLC 12
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 12
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 12
BlackRock Advisors LLC 12
Los Angeles Capital Management Llc 12
True Wealth Design, LLC 12
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 12
Police & Firemen's Retirement System of New Jersey 12
Versant Capital Management, Inc 12
SRS Capital Advisors, Inc. 12
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 12
TCI Wealth Advisors, Inc. 12
Y-Intercept (Hong Kong) Ltd 12
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12
Guggenheim Capital Llc 12
Teachers Retirement System Of The State Of Kentucky 12
Corebridge Financial, Inc. 12
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 12
Glassman Wealth Services 12
GIMFX - GMO TRUST - GMO Implementation Fund 12
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 12
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 12
Skopos Labs, Inc. 12
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 12
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 12
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 12
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 12
Winton Capital Group Ltd 12
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 12
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 12
FNY Investment Advisers, LLC 12
Landscape Capital Management, L.l.c. 12
Amalgamated Financial Corp. 12
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 12
Nationwide Fund Advisors 12
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 12
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 12
Jump Financial, LLC 12
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 12
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 12
Point72 Asset Management, L.P. 12
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 12
Zacks Investment Management 12
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 12
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 12
Allworth Financial LP 12
GAMMA Investing LLC 12
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 12
Occudo Quantitative Strategies Lp 12
KBC Group NV 12
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 12
Ubs Ag 12
Vanguard Index Funds 12
EntryPoint Capital, LLC 12
Fuller & Thaler Asset Management, Inc. 11
North Star Investment Management Corp. 11
Petrus Trust Company, LTA 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 11
Toronto Dominion Bank 11
HighTower Advisors, LLC 11
Canada Pension Plan Investment Board 11
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 11
Fifth Third Bancorp 11
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 11
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 11
Centiva Capital, LP 11
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 11
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 11
Oxford Asset Management Llp 11
Farther Finance Advisors, LLC 11
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 11
Spire Wealth Management 11
Advanced Series Trust - Ast Small-cap Growth Portfolio 11
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 11
Driehaus Capital Management Llc 11
Advisor Group, Inc. 11
Coldstream Capital Management Inc 11
Cambridge Investment Research Advisors, Inc. 11
Private Advisor Group, LLC 11
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 11
Sowell Financial Services LLC 11
Arizona State Retirement System 11
Allianz Asset Management GmbH 11
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 11
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 11
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 11
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 11
Axa S.a. 11
Marshall Wace North America L.P. 11
Css Llc/il 11
Bayesian Capital Management, LP 11
Signaturefd, Llc 11
Hartland & Co., LLC 11
BlackRock Investment Management, LLC 11
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 11
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 11
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 11
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 11
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 11
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 11
BlackRock Institutional Trust Company, N.A. 11
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 11
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 11
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 11
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 11
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 11
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 11
State of Tennessee, Treasury Department 11
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 11
CIBC Private Wealth Group, LLC 11
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 11
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 11
Aperio Group, LLC 11
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 11
LMR Partners LLP 11
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 11
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 11
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 11
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 11
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 11
New York State Teachers Retirement System 11
J. Goldman & Co LP 11
Penserra Capital Management LLC 11
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 11
BlackRock Fund Advisors 11
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 11
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 11
Advisory Research Inc 10
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 10
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 10
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 10
Thompson Davis & Co., Inc. 10
Larson Financial Group LLC 10
Alps Advisors Inc 10
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 10
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 10
Spark Investment Management LLC 10
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 10
Mirae Asset Global Investments Co., Ltd. 10
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 10
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 10
Blair William & Co/il 10
Capital Fund Management S.a. 10
Aquatic Capital Management LLC 10
Ronald Blue Trust, Inc. 10
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 10
C M Bidwell & Associates Ltd 10
National Asset Management, Inc. 10
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 10
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 10
Harbour Investments, Inc. 10
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 10
NOSGX - Northern Funds - Northern Small Cap Value Fund 10
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 10
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 10
Virginia Retirement Systems Et Al 10
Exchange Traded Concepts, Llc 10
ClariVest Asset Management LLC 10
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 10
Highbridge Capital Management Llc 10
Lord, Abbett & Co. Llc 10
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 10
Parkside Financial Bank & Trust 10
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 10
Healthcare Of Ontario Pension Plan Trust Fund 10
nVerses Capital, LLC 10
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 10
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 10
Eagle Asset Management Inc 10
HAP Trading, LLC 10
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 10
Point72 Middle East FZE 10
Lindbrook Capital, Llc 10
Alberta Investment Management Corp 10
Mackay Shields Llc 10
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 10
Asset Management One Co., Ltd. 10
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 10
Assenagon Asset Management S.A. 10
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 10
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 10
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 10
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 10
National Bank Of Canada /fi/ 10
Boston Partners 10
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 10
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 10
Guggenheim Active Allocation Fund 10
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 10
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 10
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 10
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 10
Sherbrooke Park Advisers Llc 10
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 10
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 10
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 10
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 10
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 10
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 10
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 10
Clear Street Markets Llc 10
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 10
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 10
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 10
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 10
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 10
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 10
Rothschild Investment Llc 10
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 10
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 10
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 10
Tiaa-cref Funds 10
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 10
Quarry LP 10
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 10
Gotham Asset Management, LLC 10
Rockefeller Capital Management L.P. 10
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 10
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 10
American Portfolios Advisors 10
Dark Forest Capital Management Lp 10
VDAFX - VALIC Co I - Dynamic Allocation Fund 10
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 10
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 10
Vanguard World Fund 10
Federation des caisses Desjardins du Quebec 10
Brandywine Global Investment Management, LLC 10
Laurion Capital Management LP 10
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 10
Geneos Wealth Management Inc. 10
Belpointe Asset Management LLC 10
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 10
Caption Management, LLC 10
Sculptor Capital LP 9
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 9
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 9
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 9
Jones Financial Companies Lllp 9
Calamos Advisors LLC 9
AdvisorNet Financial, Inc 9
NEXT Financial Group, Inc 9
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 9
Atom Investors LP 9
Innealta Capital, Llc 9
Russell Frank Co/ 9
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 9
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 9
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 9
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 9
Mackenzie Financial Corp 9
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 9
Capital Performance Advisors Llp 9
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 9
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 9
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 9
PENN SERIES FUNDS INC - International Equity Fund 9
Graham Capital Management, L.P. 9
Navellier & Associates Inc 9
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 9
Summit Global Investments 9
CI Private Wealth, LLC 9
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 9
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 9
Campbell & CO Investment Adviser LLC 9
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 9
Grantham, Mayo, Van Otterloo & Co. LLC 9
First Quadrant L P/ca 9
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 9
International Assets Investment Management, Llc 9
Fox Run Management, L.l.c. 9
Sawtooth Solutions, LLC 9
Caxton Associates Lp 9
RSSL - Global X Funds - Global X Russell 2000 ETF 9
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 9
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 9
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 9
Alyeska Investment Group, L.P. 9
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 9
Systematic Financial Management Lp 9
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 9
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 9
Trustcore Financial Services, Llc 9
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 9
Hancock Whitney Corp 9
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 9
First Manhattan Co 9
Kcg Holdings, Inc. 9
Global Retirement Partners, LLC 9
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 9
Aigen Investment Management, Lp 9
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 9
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 9
Quest Partners LLC 9
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 9
FIL Ltd 9
Patriot Financial Group Insurance Agency, LLC 9
Piedmont Investment Advisors Llc 9
Intech Investment Management Llc 9
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 9
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 9
Ellevest, Inc. 9
Public Sector Pension Investment Board 9
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 9
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 9
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
College Retirement Equities Fund 9
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 9
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 9
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 9
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 9
Corton Capital Inc. 9
Weiss Multi-Strategy Advisers LLC 9
Focused Wealth Management, Inc 9
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 9
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 9
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 9
Ameritas Investment Corp 9
M&t Bank Corp 9
CoreCap Advisors, LLC 9
IWC - iSHARES TRUST - iShares Micro-Cap ETF 9
Janney Montgomery Scott LLC 9
Principal Securities, Inc. 9
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 9
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 9
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 9
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 9
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 9
Stratos Wealth Partners, LTD. 9
Assetmark, Inc 8
Creative Financial Designs Inc /adv 8
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 8
Blueshift Asset Management, LLC 8
Divisadero Street Capital Management, LP 8
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 8
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 8
Sigma Planning Corp 8
Smartleaf Asset Management LLC 8
BlueCrest Capital Management Ltd 8
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 8
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 8
Caas Capital Management Lp 8
Massachusetts Financial Services Co /ma/ 8
Raymond James Financial Services Advisors, Inc. 8
Paradigm Asset Management Co Llc 8
Schroder Investment Management Group 8
MetLife Securities, Inc 8
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 8
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 8
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 8
James Investment Research Inc 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
Ground Swell Capital, LLC 8
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 8
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 8
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 8
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 8
First Mercantile Trust Co 8
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 8
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 8
Stone Ridge Asset Management LLC 8
State of New Jersey Common Pension Fund D 8
Chicago Equity Partners Llc 8
Commonwealth Equity Services, Llc 8
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 8
Davidson Kempner Capital Management Lp 8
Tradewinds Capital Management, LLC 8
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 8
Municipal Employees' Retirement System of Michigan 8
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 8
Toroso Investments, LLC 8
Element Capital Management Llc 8
Numeric Investors Llc 8
Cooper Creek Partners Management Llc 8
Money Concepts Capital Corp 8
Nicholas Investment Partners, LP 8
Polar Asset Management Partners Inc. 8
BFOR - ALPS ETF Trust - Barron's 400 ETF 8
Calamos Convertible & High Income Fund 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 8
Blackrock Credit Allocation Income Trust 8
Gradient Investments LLC 8
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 8
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 8
Vanguard Horizon Funds 8
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 8
Caitong International Asset Management Co., Ltd 8
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 8
State of Alaska, Department of Revenue 8
Alpine Global Management, LLC 8
Harel Insurance Investments & Financial Services Ltd. 8
Granahan Investment Management Inc/ma 8
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 8
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 8
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 8
Wipfli Financial Advisors Llc, 8
NumerixS Investment Technologies Inc 8
Bridgefront Capital, LLC 8
Baird Financial Group, Inc. 8
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 8
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 8
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 8
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 8
MAI Capital Management 8
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 8
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 8
Keybank National Association/oh 8
Wasatch Advisors Inc 8
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 8
Mutual Of America Capital Management Llc 8
Ellington Management Group Llc 8
Point72 Asia (Singapore) Pte. Ltd. 8
Brinker Capital Investments, LLC 8
Calamos Strategic Total Return Fund 8
Calamos Convertible Opportunities & Income Fund 8
Deere & Co 8
D.a. Davidson & Co. 8
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 8
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 8
Westwood Holdings Group Inc 8
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 8
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 8
Oregon Public Employees Retirement Fund 8
RidgeWorth Capital Management LLC 8
Brown Advisory Inc 8
Calamos Global Dynamic Income Fund 8
Kingsview Wealth Management, LLC 8
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 8
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 8
Boston Advisors Llc 8
Oppenheimer Asset Management Inc. 8
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 8
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 8
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 8
Menta Capital Llc 8
Catalyst Capital Advisors LLC 8
Voloridge Investment Management, Llc 8
First Republic Investment Management, Inc. 8
Cetera Advisor Networks LLC 8
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 8
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 8
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 8
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8
Natixis 8
Wedge Capital Management L L P/nc 8
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 8
Sunbelt Securities, Inc. 8
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 8
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 8
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 8
Nbc Securities, Inc. 8
IMC-Chicago, LLC 8
CENTRAL TRUST Co 8
Hbk Investments L P 8
Six Circles Trust - Six Circles Credit Opportunities Fund 8
Reilly Financial Advisors, Llc 8
Rice Hall James & Associates, Llc 8
Hutchin Hill Capital, LP 8
PineBridge Investments, L.P. 8
K.J. Harrison & Partners Inc 8
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 8
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 8
Neuberger Berman Group LLC 8
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 8
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 8
Benjamin F. Edwards & Company, Inc. 8
Scopus Asset Management, L.p. 8
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 8
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 8
Whittier Trust Co 8
Picton Mahoney Asset Management 8
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 8
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 8
Forum Funds 8
Carroll Financial Associates, Inc. 8
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 8
Ameritas Advisory Services, LLC 8
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 8
Dupont Capital Management Corp 8
Truist Financial Corp 8
Essex Investment Management Co Llc 8
Manatuck Hill Partners, LLC 8
OMERS ADMINISTRATION Corp 8
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 8
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 8
Archer Investment Corp 8
Blackrock Ltd Duration Income Trust 8
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 8
Wealth Enhancement Advisory Services, Llc 8
Blackrock Debt Strategies Fund, Inc. 8
Alambic Investment Management, L.P. 8
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 8
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 8
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 8
Quantinno Capital Management LP 8
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 8
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 7
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 7
Advisors Asset Management, Inc. 7
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 7
Loomis Sayles & Co L P 7
PEAK6 Investments, L.P. 7
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 7
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 7
Fisher Asset Management, LLC 7
First Hawaiian Bank 7
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 7
Pictet Asset Management Sa 7
Weld Capital Management Llc 7
Golden State Wealth Management, LLC 7
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 7
Capital Advisors, Ltd. LLC 7
Eaton Vance Management 7
Ieq Capital, Llc 7
Bogle Investment Management L P /de/ 7
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 7
Baker Avenue Asset Management, LP 7
Gts Securities Llc 7
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 7
CIBC Asset Management Inc 7
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 7
Cornerstone Investment Partners, LLC 7
JustInvest LLC 7
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 7
Universal- Beteiligungs- und Servicegesellschaft mbH 7
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 7
Koshinski Asset Management, Inc. 7
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 7
Pinz Capital Management, LP 7
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 7
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 7
DekaBank Deutsche Girozentrale 7
Blackrock Core Bond Trust 7
Blackrock Corporate High Yield Fund, Inc. 7
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 7
Sonora Investment Management, LLC 7
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 7
Ensign Peak Advisors, Inc 7
Cinctive Capital Management LP 7
FORA Capital, LLC 7
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 7
Weiss Asset Management LP 7
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 7
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 7
Teza Capital Management LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 7
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 7
Prospera Financial Services Inc 7
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 7
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 7
Profund Advisors Llc 7
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 7
Handelsbanken Fonder AB 7
Vantagepoint Funds 7
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 7
Cornerstone Planning Group LLC 7
Hodges Capital Management Inc. 7
BlackRock Group LTD 7
Gemmer Asset Management LLC 7
Everence Capital Management Inc 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 7
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 7
EAM Global Investors LLC 7
Convergence Investment Partners, LLC 7
Cornerstone Capital Management Holdings Llc. 7
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 7
Amundi 7
Mml Investors Services, Llc 7
Bell Investment Advisors, Inc 7
IHT Wealth Management, LLC 7
Segall Bryant & Hamill, Llc 7
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 7
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 7
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 7
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 7
Axq Capital, Lp 7
MBOVX - M FUND INC - M Large Cap Value Fund 7
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 7
United Capital Financial Advisers, Llc 7
Monarch Partners Asset Management LLC 7
Pearl River Capital, LLC 7
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 7
Jennison Associates Llc 7
Legato Capital Management LLC 7
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 7
Stephens Consulting, LLC 7
Newbridge Financial Services Group, Inc. 7
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 7
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 7
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 7
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 7
Advisor Resource Council 7
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 7
Bailard, Inc. 7
Resources Investment Advisors, LLC. 7
Skandinaviska Enskilda Banken AB (publ) 7
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 7
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 7
Fortitude Family Office, LLC 7
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 7
FinTrust Capital Advisors, LLC 7
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 7
Analytic Investors, LLC 7
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 7
Oppenheimer Funds Inc 7
Valeo Financial Advisors, LLC 7
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 7
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 7
SG Capital Management LLC 7
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 7
Alphacrest Capital Management Llc 7
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 7
Capstone Investment Advisors, Llc 7
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 7
Robeco Institutional Asset Management B.V. 7
Massmutual Trust Co Fsb/adv 7
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 7
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 7
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 7
AHIVX - American Century Investment Trust - High Income Fund Investor Class 7
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 7
Blackrock Multi-sector Income Trust 7
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 7
GHP Investment Advisors, Inc. 7
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 7
Gabelli Funds Llc 7
Cadence Capital Management Llc 7
Rafferty Asset Management, LLC 7
Calamos Dynamic Convertible & Income Fund 7
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 7
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 7
SG3 Management, LLC 7
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 7
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 7
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 7
Lombard Odier Asset Management (USA) Corp 7
Jefferies Financial Group Inc. 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 7
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 7
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 7
BNP Paribas Asset Management Holding S.A. 7
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 7
Hantz Financial Services, Inc. 7
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 7
Bedel Financial Consulting, Inc. 7
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 7
Daiwa Securities Group Inc. 7
Brevan Howard Capital Management LP 7
Acrospire Investment Management LLC 7
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7
Louisiana State Employees Retirement System 7
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 7
Yousif Capital Management, Llc 7
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 7
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 7
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 7
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 7
Compagnie Lombard Odier SCmA 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7
Parkwood LLC 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 7
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 7
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 7
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 7
Summit Trail Advisors, Llc 7
Diametric Capital, LP 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 7
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 7
Private Capital Group, LLC 7
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 7
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 7
Proficio Capital Partners LLC 7
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 7
Maverick Capital Ltd 7
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 7
Emerald Acquisition Ltd. 7
Vontobel Holding Ltd. 7
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 7
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 7
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 7
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 7
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 7
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 7
QS Investors, LLC 7
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 7
EBI - RBB Fund Trust - Longview Advantage ETF 7
Aviva Plc 7
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 7
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 7
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 7
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 7
Private Trust Co Na 7
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 7
Mason Street Advisors, Llc 7
Brookfield Asset Management Inc. 7
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
Cigna Investments Inc /new 7
United Services Automobile Association 7
Ci Investments Inc. 7
Advanced Series Trust - Ast Small-cap Value Portfolio 7
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 7
Shepherd Kaplan Krochuk, Llc 7
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 7
Kestra Advisory Services, LLC 7
Hexagon Capital Partners LLC 7
Zebra Capital Management LLC 7
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 7
Oppenheimer & Co Inc 7
Ontario Teachers Pension Plan Board 7
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 7
Texas Permanent School Fund 7
Public Employees Retirement Association Of Colorado 7
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 7
Seven Eight Capital, Lp 7
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 7
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 7
Spot Trading L.L.C 7
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 7
Lsv Asset Management 7
Hussman Strategic Advisors, Inc. 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
Mfs Multimarket Income Trust 6
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 6
Tcw Group Inc 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
Coppell Advisory Solutions LLC 6
Cerity Partners LLC 6
Lisanti Capital Growth, LLC 6
MBEQX - M FUND INC - M International Equity Fund 6
Gamco Investors, Inc. Et Al 6
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 6
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 6
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 6
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 6
Tfs Capital Investment Trust 6
Chartwell Investment Partners, Llc 6
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 6
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 6
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 6
Exane Derivatives 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
Financial Management Professionals, Inc. 6
Seizert Capital Partners, Llc 6
Toth Financial Advisory Corp 6
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6
WealthTrak Capital Management LLC 6
Barrow Hanley Mewhinney & Strauss Llc 6
Employees Retirement System of Texas 6
Twin Peaks Wealth Advisors, LLC 6
Hartford Mutual Funds Inc/ct 6
Northwest & Ethical Investments L.P. 6
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 6
NSGRX - Northern Funds - Northern Small Cap Core Fund 6
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 6
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 6
Wagner Wealth Management, Llc 6
Cornercap Investment Counsel Inc 6
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 6
Marquette Asset Management, LLC 6
FNY Managed Accounts LLC 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 6
Covington Capital Management 6
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 6
Bogart Wealth, LLC 6
Jupiter Asset Management Ltd 6
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 6
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 6
Northpointe Capital Llc 6
Mfs Charter Income Trust 6
Mfs Intermediate High Income Fund 6
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 6
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 6
Ativo Capital Management LLC 6
Twin Tree Management, LP 6
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 6
Shellback Capital, LP 6
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 6
Capital Research Global Investors 6
FDx Advisors, Inc. 6
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 6
APG Asset Management N.V. 6
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 6
Quinn Opportunity Partners LLC 6
Edgestream Partners, L.P. 6
Aster Capital Management (DIFC) Ltd 6
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
Catalyst Funds Management Pty Ltd 6
Castleview Partners, Llc 6
Bay Harbor Wealth Management, LLC 6
Tcwp Llc 6
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 6
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 6
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 6
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 6
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 6
Manchester Capital Management LLC 6
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 6
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 6
Fred Alger Management, Llc 6
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 6
Umb Bank N A/mo 6
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 6
Jain Global LLC 6
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 6
Standard Family Office LLC 6
Td Private Client Wealth Llc 6
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 6
Rothschild Investment Corp /il 6
Sciencast Management LP 6
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 6
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 6
Thurston, Springer, Miller, Herd & Titak, Inc. 6
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 6
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 6
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 6
Campbell Multi-strategy Trust 6
Diversified Trust Co 6
Inceptionr Llc 6
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 6
CIBC World Markets Inc. 6
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6
Duality Advisers, Lp 6
General Motors Investment Management Corp 6
SJS Investment Consulting Inc. 6
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 6
Cypress Capital Management LLC (WY) 6
John Hancock Hedged Equity & Income Fund 6
Venturi Wealth Management, LLC 6
Bayforest Capital Ltd 6
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 6
Natixis Advisors, L.p. 6
Klp Kapitalforvaltning As 6
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 6
Kelly Financial Services LLC 6
Lenox Wealth Advisors, LLC 6
AE Wealth Management LLC 6
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 6
FNY Partners Fund LP 6
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 6
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 6
GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF 6
Vanguard Explorer Fund 6
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 6
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 6
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 6
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 6
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 6
Opal Wealth Advisors, LLC 6
Flagship Harbor Advisors, Llc 6
Amundi Pioneer Asset Management Inc 6
Fieldpoint Private Securities, LLC 6
Nordea Investment Management Ab 6
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 6
Apollon Wealth Management, LLC 6
Pictet Asset Management Holding SA 6
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 6
River & Mercantile Asset Management Llp 6
Managed Account Advisors Llc 6
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 6
Bluestein R H & Co 6
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 6
TD Waterhouse Canada Inc. 6
Trust Co Of Vermont 6
Maryland State Retirement & Pension System 6
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 6
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 6
People's United Financial, Inc. 6
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 6
Sterling Investment Advisors, Ltd. 6
Eqis Capital Management, Inc. 6
Hemington Wealth Management 6
Airain ltd 6
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 6
M&g Investment Management Ltd 6
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 6
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 6
Quantitative Systematic Strategies LLC 6
Tfs Capital Llc 6
Financial Architects, Inc 6
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 6
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 6
Farmers & Merchants Investments Inc 6
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 6
Quantamental Technologies LLC 6
Clear Street Llc 6
Snowden Capital Advisors LLC 6
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 6
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 6
RBF Capital, LLC 6
FineMark National Bank & Trust 6
Clearbridge Investments, LLC 6
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 6
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 6
Natixis Investment Managers International 6
Islet Management, LP 6
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 6
Pathstone Holdings, LLC 6
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 6
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 6
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 6
Cibc World Markets Corp 6
Ashton Thomas Private Wealth, LLC 6
Wexford Capital Lp 6
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 6
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 6
Zions Bancorporation, N.A. 6
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 6
Baldwin Brothers Inc/ma 6
Steward Financial Group LLC 6
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 6
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 6
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 6
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 6
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 6
Whittier Trust Co Of Nevada Inc 6
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 6
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 6
Friess Associates Llc 6
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 6
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
Tocqueville Asset Management L.p. 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 6
Pathstone Family Office, Llc 6
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 6
Bank Of Nova Scotia 6
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 6
Wealthspire Advisors, L.P. 6
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 6
Bluefin Capital Management, Llc 6
VTL Associates, LLC 6
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 6
Stevens Capital Management Lp 6
Atria Investments Llc 6
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 6
Orion Portfolio Solutions, LLC 6
Macroview Investment Management Llc 6
Global Financial Private Client, LLC 6
Raleigh Capital Management Inc. 6
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 6
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 6
Synovus Financial Corp 6
Twinbeech Capital Lp 6
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 6
Belvedere Trading LLC 6
Gyon Technologies Capital Management, LP 6
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6
Regions Financial Corp 6
DAVENPORT & Co LLC 6
Kornitzer Capital Management Inc /ks 6
Valley National Advisers Inc 6
Mariner, LLC 6
RMB Capital Management, LLC 6
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 6
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 6
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 6
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6
Vestcor Inc 6
Skylands Capital, LLC 6
Lyon Street Capital, LLC 6
Cresset Asset Management, LLC 6
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 6
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 6
Keebeck Alpha, LP 6
Calamos Long/Short Equity & Dynamic Income Trust 6
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 6
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 6
Nebula Research & Development LLC 6
Livforsakringsbolaget Skandia, Omsesidigt 6
Point72 (DIFC) Ltd 6
Jfs Wealth Advisors, Llc 6
IndexIQ Advisors LLC 6
Xponance, Inc. 6
Seacrest Wealth Management, Llc 6
DAACX - Adviser Managed Trust - Diversified Equity Fund 6
AMP Capital Investors Ltd 6
BlackRock Credit Strategies Fund 6
Td Asset Management Inc 6
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 6
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 6
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 6
Shay Capital LLC 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 6
Hartford Investment Management Co 6
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 6
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 6
Sofos Investments, Inc. 6
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 6
Martingale Asset Management L P 6
Gilder Gagnon Howe & Co Llc 6
Enterprise Financial Services Corp 6
Brown Brothers Harriman & Co 6
Guardian Wealth Advisors, LLC 6
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 6
Oaktree Capital Management Lp 6
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 6
Cetera Investment Advisers 6
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 6
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 6
Assured Investment Management LLC 6
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 6
Bokf, Na 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
VCAAX - VALIC Co I - Asset Allocation Fund 6
Albion Financial Group /ut 6
Illinois Municipal Retirement Fund 6
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Private Wealth Management Group, LLC 6
Citizens Financial Group Inc/ri 6
Intrinsic Edge Capital Management LLC 6
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 6
Colony Group, LLC 6
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 6
Calamos Global Total Return Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 6
Colony Group Llc 6
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 6
Agf Investments Inc. 6
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 6
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 6
Jane Street Holding, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 6
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 6
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 6
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 6
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 6
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 6
Johnson Financial Group, Inc. 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 6
Credit Agricole S A 6
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 6
DiNuzzo Private Wealth, Inc. 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
Sanctuary Advisors, LLC 6
Wealthfront Advisers Llc 6
Holocene Advisors, LP 6
Berman Capital Advisors, LLC 6
Mitsubishi UFJ Trust & Banking Corp 6
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 6
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 6
Rehmann Capital Advisory Group 6
GAM Holding AG 6
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 6
HFM Investment Advisors, LLC 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
Bridgewater Associates, LP 5
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 5
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 5
Level Four Advisory Services, Llc 5
Adage Capital Partners Gp, L.l.c. 5
GV Financial Advisors 5
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class 5
Harbor Capital Advisors, Inc. 5
Ritholtz Wealth Management 5
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 5
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 5
Polymer Capital Management (US) LLC 5
YorkBridge Wealth Partners, LLC 5
Cipher Capital LP 5
Tucker Asset Management Llc 5
Knights of Columbus Asset Advisors LLC 5
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 5
Westside Investment Management, Inc. 5
Clear Perspective Advisors, LLC 5
Atlantic Trust, LLC 5
25 Llc 5
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 5
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 5
BDO Wealth Advisors, LLC 5
Old Mission Capital Llc 5
Phoenix Holdings Ltd. 5
Coastal Investment Advisors, Inc. 5
Mesirow Financial Investment Management, Inc. 5
Crossmark Global Holdings, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 5
STXK - EA Series Trust - Strive Small-Cap ETF 5
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 5
XR Securities LLC 5
Price Wealth Management, Inc. 5
Lighthouse Investment Partners, LLC 5
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 5
Wiley Bros.-aintree Capital, Llc 5
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
Cary Street Partner Investment Advisory Llc 5
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 5
Clear Harbor Asset Management, LLC 5
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 5
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 5
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 5
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 5
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 5
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 5
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 5
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 5
Truvestments Capital Llc 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 5
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 5
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 5
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 5
Claris Advisors, Llc / Mo / 5
Gabelli Multimedia Trust Inc. 5
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 5
Kings Point Capital Management 5
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 5
Schubert & Co 5
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 5
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 5
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 5
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 5
Oak Thistle LLC 5
San Francisco Sentry Investment Group (ca) 5
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 5
Heritage Wealth Advisors 5
Armistice Capital, Llc 5
West Tower Group, LLC 5
Columbus Circle Investors 5
Teton Advisors, Inc. 5
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 5
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 5
Tri-continental Corp 5
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 5
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 5
Chimera Capital Management LLC 5
Quent Capital, LLC 5
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 5
FourThought Financial, LLC 5
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 5
Headlands Technologies LLC 5
Arden Investment Series Trust 5
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 5
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 5
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 5
QCVAX - Clearwater Investment Trust - Clearwater International Fund 5
Avion Wealth 5
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 5
Qsemble Capital Management, LP 5
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 5
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 5
Parametrica Management Ltd 5
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 5
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 5
Thompson Siegel & Walmsley Llc 5
Evoke Wealth, Llc 5
Deprince Race & Zollo Inc 5
Eagle Bay Advisors LLC 5
Silvercrest Asset Management Group Llc 5
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 5
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 5
Shell Asset Management Co 5
VVSCX - VALIC Co I - Small Cap Value Fund 5
Pacitti Group Inc. 5
Sanctuary Wealth Advisors, LLC 5
Brewin Dolphin Ltd 5
Global Income Builder Portfolio - Global Income Builder Portfolio 5
Park Avenue Securities Llc 5
Colonial Trust Co / SC 5
Counterpoint Mutual Funds LLC 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 5
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 5
High Income Opportunities Portfolio - High Income Opportunities Portfolio 5
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 5
Rydex Etf Trust 5
G2 Investment Partners Management LLC 5
Estabrook Capital Management 5
Mfs Special Value Trust 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 5
Parkworth Wealth Management, Inc. 5
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
Hennion & Walsh Asset Management, Inc. 5
Anson Funds Management LP 5
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
Koss-Olinger Consulting, LLC 5
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 5
Smithfield Trust Co 5
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 5
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 5
Ing Groep Nv 5
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 5
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 5
Empirical Finance, LLC 5
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 5
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 5
CenterStar Asset Management, LLC 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
Rialto Wealth Management, LLC 5
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 5
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 5
Timpani Capital Management LLC 5
Crewe Advisors LLC 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
Bartlett & Co. LLC 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
Pinnacle Wealth Planning Services, Inc. 5
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 5
Financial Gravity Companies, Inc. 5
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 5
Delpha Capital Management, Llc 5
MYDA Advisors LLC 5
Advent Capital Management /de/ 5
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 5
Nissay Asset Management Corp /japan/ /adv 5
Sound Income Strategies, LLC 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
Financial Advocates Investment Management 5
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 5
B. Metzler seel. Sohn & Co. Holding AG 5
Rise Advisors, LLC 5
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 5
Profunds - Profund Vp Consumer Goods 5
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 5
Dorsey Wright & Associates 5
Nvwm, Llc 5
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 5
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 5
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 5
Parthenon Llc 5
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 5
Winslow, Evans & Crocker, Inc. 5
Integrated Wealth Concepts LLC 5
Concord Wealth Partners 5
Sumitomo Mitsui DS Asset Management Company, Ltd 5
Plante Moran Financial Advisors, LLC 5
WR Wealth Planners, LLC 5
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 5
Howe & Rusling Inc 5
Vantage Consulting Group Inc 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
Meritage Portfolio Management 5
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 5
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 5
NewSquare Capital LLC 5
GPS Wealth Strategies Group, LLC 5
Amplify ETF Trust - Amplify Video Game Tech ETF 5
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 5
Wolff Wiese Magana Llc 5
Cnh Partners Llc 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 5
Avantax Advisory Services, Inc. 5
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
MUFG Securities EMEA plc 5
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 5
K2 Principal Fund, L.p. 5
Hudock, Inc. 5
State Of Michigan Retirement System 5
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 5
Commonwealth Bank Of Australia 5
Tarbox Family Office, Inc. 5
Cullen/frost Bankers, Inc. 5
Nine Chapters Capital Management LLC 5
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
Retirement Systems of Alabama 5
RBB FUND, INC. - Adara Smaller Companies Fund 5
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 5
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 5
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 5
Soros Fund Management Llc 5
Winch Advisory Services, LLC 5
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 5
Blue Bell Private Wealth Management, Llc 5
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 5
Delta Asset Management Llc/tn 5
Hood River Capital Management LLC 5
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 5
First Financial Corp /in/ 5
Capstone Asset Management Co 5
Hotchkis & Wiley Capital Management Llc 5
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 5
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 5
Thb Asset Management 5
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 5
Waddell & Reed Financial Inc 5
Azzad Asset Management Inc /adv 5
Edge Wealth Management LLC 5
Sit Investment Associates Inc 5
Suntrust Banks Inc 5
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 5
TrimTabs Asset Management, LLC 5
New York Life Investment Management Llc 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 5
Monashee Investment Management LLC 5
Moody National Bank Trust Division 5
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 5
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 5
Disciplined Investments, LLC 5
Moors & Cabot, Inc. 5
Salem Investment Counselors Inc 5
Eudaimonia Partners, LLC 5
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 5
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 5
Meteora Capital, LLC 5
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 5
CastleKnight Management LP 5
Zweig-DiMenna Associates LLC 5
BI Asset Management Fondsmaeglerselskab A/S 5
Ssi Investment Management Llc 5
Motley Fool Asset Management LLC 5
Pictet Asset Management Ltd 5
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 5
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 5
Argent Trust Co 5
SOUTH STATE Corp 5
LS Investment Advisors, LLC 5
Wealth Quarterback LLC 5
Meridian Wealth Partners, LLC 5
Stephens Inc /ar/ 5
Destination Wealth Management 5
Weiss Strategic Interval Fund 5
Arkadios Wealth Advisors 5
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
Parcion Private Wealth LLC 5
Candriam Luxembourg S.C.A. 5
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 5
Salomon & Ludwin, LLC 5
I.g. Investment Management, Ltd. 5
Rotella Capital Management, Inc. 5
Advanced Series Trust - Ast High Yield Portfolio 5
Saba Capital Management, L.P. 5
Dean Investment Associates, Llc 5
Apriem Advisors 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 5
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 5
Capital Analysts, Inc. 5
Advanced Series Trust - Ast Advanced Strategies Portfolio 5
Vanguard Whitehall Funds 5
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 5
Cornerstone Advisory, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 5
WealthPLAN Partners, LLC 5
Cetera Advisors LLC 5
TRUE Private Wealth Advisors 5
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 5
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 5
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 5
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 5
Prentice Capital Management, LP 5
Sandy Spring Bank 5
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 5
Private Ocean, LLC 5
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 5
MQS Management LLC 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 5
Renaissance Group Llc 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 5
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 5
Sachetta, LLC 5
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 5
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods 5
Whitebox Advisors Llc 5
NN Investment Partners Holdings N.V. 5
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 5
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 5
Hm Payson & Co 5
U S Global Investors Inc 5
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 5
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 5
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Motif New Age Consumer ETF 5
Dana Investment Advisors, Inc. 5
First Allied Advisory Services, Inc. 5
Advisors Preferred, LLC 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 5
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 5
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 5
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 5
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 5
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 5
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 5
Interval Partners, LP 5
Castleark Management Llc 5
Oberweis Asset Management Inc/ 5
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
Signet Financial Management, Llc 5
Tsfg, Llc 5
Wilbanks Smith & Thomas Asset Management Llc 5
Manchester Financial Inc 5
Allstate Corp 5
B. Metzler seel. Sohn & Co. AG 5
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 5
Tfo-tdc, Llc 5
Anchor Investment Management, LLC 5
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 5
West Paces Advisors Inc. 5
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 5
Vident Advisory, LLC 5
Nomura Asset Management Co Ltd 5
Westpac Banking Corp 5
Highlander Capital Management, LLC 5
Capula Management Ltd 5
Shelton Capital Management 5
WASHINGTON TRUST Co 5
Sutton Wealth Advisors Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 5
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 5
Ajo, Lp 5
Heartland Advisors Inc 5
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 5
Prudential Plc 5
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 5
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 5
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 5
SAC Capital Advisors LP 5
Optimum Investment Advisors 5
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 5
FLDFX - Meeder Funds - BALANCED FUND Retail Class 5
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 5
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 5
Nkcfo Llc 5
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 5
Argent Capital Management Llc 5
Wedbush Securities Inc 5
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 5
Jacobi Capital Management LLC 5
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 5
Simon Quick Advisors, Llc 5
Harbor Investment Advisory, Llc 5
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 5
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 5
Versor Investments LP 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 5
JJJ Advisors Inc. 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
Mercer Global Advisors Inc /adv 5
Prestige Wealth Management Group LLC 5
ORG Partners LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 5
Harvest Fund Management Co., Ltd 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
Camarda Financial Advisors, LLC 4
AlphaMark Advisors, LLC 4
Treasurer of the State of North Carolina 4
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 4
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 4
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 4
Mather Group, Llc. 4
Susquehanna Portfolio Strategies, LLC 4
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 4
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 4
Van Eck Associates Corp 4
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 4
Intrepid Capital Management Inc 4
Savant Capital, LLC 4
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 4
Old Mutual Customised Solutions (proprietary) Ltd 4
First Interstate Bank 4
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 4
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 4
Denver Investment Advisors Llc 4
Canton Hathaway, LLC 4
HBK Sorce Advisory LLC 4
Equitable Holdings, Inc. 4
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 4
Kestra Private Wealth Services, Llc 4
Buckingham Strategic Wealth, Llc 4
CI Global Investments Inc. 4
TFC Financial Management 4
Cim Investment Mangement Inc 4
Harbert Fund Advisors, Inc. 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 4
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 4
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 4
Cordant, Inc. 4
Raymond James Trust N.a. 4
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 4
Redwood Investments, LLC 4
Brighton Jones Llc 4
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 4
Wealthfront Inc 4
Hilltop Holdings Inc. 4
QCM Cayman, Ltd. 4
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 4
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 4
Clearview Wealth Advisors LLC 4
Eagle Global Advisors Llc 4
Zurich Insurance Group Ltd/FI 4
Byrne Asset Management LLC 4
Legacy Financial Group LLC 4
Bartlett & Co. Wealth Management Llc 4
Mv Capital Management, Inc. 4
Mizuho Securities Usa Llc 4
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 4
WealthTrust-Arizona, LLC 4
Machina Capital S.a.s. 4
Gladstone Institutional Advisory LLC 4
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 4
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 4
Aaron Wealth Advisors LLC 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 4
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 4
Brown, Lisle/cummings, Inc. 4
Aristides Capital LLC 4
Glen Eagle Advisors, LLC 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 4
URTH - iShares, Inc. - iShares MSCI World ETF 4
1832 Asset Management L.P. 4
MJT & Associates Financial Advisory Group, Inc. 4
Amica Mutual Insurance Co 4
Foresters Investment Management Company, Inc. 4
Veriti Management LLC 4
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 4
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 4
Ophir Asset Management Pty Ltd 4
Altus Wealth Group LLC 4
Inspire Advisors, LLC 4
Abound Wealth Management 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 4
Ashton Thomas Securities, Llc 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
Townsquare Capital Llc 4
Moore Capital Management, Lp 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 4
Tradition Wealth Management, LLC 4
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 4
Alpha DNA Investment Management LLC 4
St Germain D J Co Inc 4
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 4
Voya Prime Rate Trust 4
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 4
Tortoise Investment Management, LLC 4
Altshuler Shaham Ltd 4
Change Path, LLC 4
Atlantic Union Bankshares Corp 4
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
Smith Asset Management Group Lp 4
JNBA Financial Advisors 4
Psagot Value Holdings Ltd. / (Israel) 4
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 4
V Wealth Advisors LLC 4
Cable Hill Partners, LLC 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
Atria Wealth Solutions, Inc. 4
Atlas Capital Advisors Llc 4
Strategic Wealth Partners, Ltd. 4
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 4
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 4
Regal Investment Advisors LLC 4
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 4
Westfield Capital Management Co Lp 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 4
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 4
Diker Management Llc 4
Ausdal Financial Partners, Inc. 4
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 4
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 4
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 4
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 4
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 4
McIlrath & Eck, LLC 4
Kowal Investment Group, LLC 4
Moisand Fitzgerald Tamayo, LLC 4
Pitcairn Co 4
Asset Dedication, LLC 4
Concentric Capital Strategies, LP 4
Securian Asset Management, Inc 4
Retirement Group, LLC 4
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 4
Crown Advisors Management, Inc. 4
Leonard Green & Partners, L.P. 4
1620 Investment Advisors, Inc. 4
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 4
World Asset Management Inc 4
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 4
CNB Bank 4
Fiera Capital Corp 4
We Are One Seven, LLC 4
Mint Tower Capital Management B.V. 4
EWG Elevate Inc. 4
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
Prime Capital Investment Advisors, LLC 4
Seelaus Asset Management LLC 4
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 4
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 4
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 4
Cowen And Company, Llc 4
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 4
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 4
Us Financial Advisors, Llc 4
SkyView Investment Advisors, LLC 4
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 4
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 4
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 4
Gerber Kawasaki Wealth & Investment Management 4
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 4
PUNK - Series Portfolios Trust - Subversive Metaverse ETF 4
Pittenger & Anderson Inc 4
Athanor Capital, Lp 4
Thompson Investment Management, Inc. 4
Princeton Alpha Management LP 4
Merit Financial Group, LLC 4
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 4
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 4
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 4
King Luther Capital Management Corp 4
North Fourth Asset Management, LP 4
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 4
Investors Research Corp 4
Tradeworx Inc. 4
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 4
Icon Wealth Partners, LLC 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
Parsons Capital Management Inc/ri 4
Washington Trust Bank 4
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 4
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 4
Private Advisors, LLC 4
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
Mutual Advisors, LLC 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
Centaurus Financial, Inc. 4
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 4
Jackson Square Partners, LLC 4
EVBAX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Multisector Income Fund Class A 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
Humankind Benefit Corp - Humankind US Stock ETF 4
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 4
Enlightenment Research, LLC 4
Wealthcare Advisory Partners LLC 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
Motco 4
MASTER BOND LLC - Master Total Return Portfolio 4
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 4
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 4
Wcm Investment Management, Llc 4
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 4
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 4
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 4
Putnam Master Intermediate Income Trust 4
Harbour Capital Advisors, LLC 4
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 4
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 4
Alliancebernstein Global High Income Fund Inc 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
Rothschild Asset Management Inc 4
Millrace Asset Group, Inc. 4
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 4
Kovack Advisors, Inc. 4
Nachman Norwood & Parrott, Inc 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 4
Hl Financial Services Llc 4
Optiver Holding B.V. 4
VCGAX - VALIC Co I - Growth & Income Fund 4
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 4
Clark Estates Inc/ny 4
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 4
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 4
DC Investments Management, LLC 4
Ballew Advisors, Inc 4
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 4
Riverview Trust Co 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 4
VCBCX - VALIC Co I - Blue Chip Growth Fund 4
Commonwealth Equity Services, Inc 4
Curian Capital Llc 4
IBM Retirement Fund 4
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 4
Graticule Asia Macro Advisors LLC 4
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
Pallas Capital Advisors LLC 4
Winton Diversified Opportunities Fund 4
Credit Suisse High Yield Bond Fund 4
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 4
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 4
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 4
Granite Point Capital Management, L.P. 4
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 4
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
Arlington Partners LLC 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 4
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 4
Van Berkom & Associates Inc. 4
Brandes Investment Partners, Lp 4
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 4
Capital Asset Advisory Services LLC 4
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 4
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 4
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 4
Human Investing LLC 4
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 4
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 4
Invictus RG 4
Peak6 Llc 4
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
Hallmark Capital Management Inc 4
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 4
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 4
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 4
ICA Group Wealth Management, LLC 4
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
Hirtle Callaghan & Co LLC 4
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 4
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 4
Highland Capital Management Lp 4
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 4
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 4
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 4
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 4
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 4
Etf Managers Group, Llc 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 4
Woodson Capital Management, LP 4
First Eagle Investment Management, LLC 4
Standard Life Aberdeen plc 4
Northwestern Mutual Investment Management Company, Llc 4
Ardsley Advisory Partners Lp 4
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 4
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 4
Fort Washington Investment Advisors Inc /oh/ 4
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 4
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 4
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 4
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 4
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 4
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 4
Earnest Partners Llc 4
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 4
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 4
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 4
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 4
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
Armstrong Advisory Group, Inc 4
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 4
Atwood & Palmer Inc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 4
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 4
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 4
Pnc Funds 4
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 4
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 4
Silicon Valley Capital Partners 4
Timber Hill LLC 4
Cca Investments Trust 4
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 4
Cortina Asset Management, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 4
Lee Financial Co 4
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 4
Oppenheimer Global Multi Strategies Fund 4
Rational Advisors Llc 4
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
Snow Capital Management Lp 4
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 4
Activest Wealth Management 4
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 4
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 4
Capital World Investors 4
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 4
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 4
Mendota Financial Group, LLC 4
Credit Suisse Asset Management Income Fund Inc 4
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 4
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 4
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 4
Royce Value Trust Inc 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 4
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 4
Lombard Odier Asset Management (Switzerland) SA 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 4
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
Csenge Advisory Group 4
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 4
Regentatlantic Capital Llc 4
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 4
Hennessy Advisors Inc 4
SYSTM Wealth Solutions LLC 4
Bluefin Trading, LLC 4
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 4
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 4
Miles Capital, Inc. 4
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 4
Fieldview Capital Management, LLC 4
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 4
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 4
Donoghue Forlines LLC 4
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
Capital Bank & Trust Co 4
AGF Investments LLC 4
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 4
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 4
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 4
IWB - iSHARES TRUST - iShares Russell 1000 ETF 4
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 4
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 4
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 4
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 4
Globeflex Capital L P 4
Washington Trust Advisors, Inc. 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 4
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 4
Commerce Bank 4
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 4
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 4
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 4
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 4
Punch & Associates Investment Management, Inc. 4
Itau Unibanco Holding S.A. 4
Greenland Capital Management LP 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 4
Clear Investment Research, Llc 4
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 4
Mark Sheptoff Financial Planning, Llc 4
Pimco Dynamic Income Fund 4
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
First National Bank Of Omaha 4
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 4
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 4
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 4
ARK Investment Management LLC 4
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 4
R Squared Ltd 4
New Mexico Educational Retirement Board 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 4
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 4
Confluence Wealth Services, Inc. 4
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 4
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 4
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
Envestnet Portfolio Solutions, Inc. 4
Annis Gardner Whiting Capital Advisors, LLC 4
Psagot Investment House Ltd. 4
Colonial Trust Advisors 4
Artisan Partners Limited Partnership 4
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 4
Joseph P. Lucia & Associates, LLC 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 4
First Personal Financial Services 4
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 4
Laurel Wealth Advisors LLC 4
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 4
Great Lakes Advisors, Llc 4
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 4
Kula Investments, LLC 4
Pendal Group Ltd 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
Dean Capital Management 4
Banco Bilbao Vizcaya Argentaria, S.a. 4
Rathbone Brothers plc 4
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 4
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 4
Equitec Proprietary Markets, Llc 4
Equitec Specialists, Llc 4
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 4
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 4
SECOR Capital Advisors, LP 4
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 4
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 4
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 4
USA Financial Portformulas Corp 4
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 4
South Dakota Investment Council 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Bryn Mawr Capital Management Inc 4
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 4
AHL Partners LLP 4
Clearline Capital LP 4
Avantax Planning Partners, Inc. 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 4
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 4
Amplius Wealth Advisors, LLC 4
BRYN MAWR TRUST Co 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
New Jersey Better Educational Savings Trust 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
Numerai GP LLC 4
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Readystate Asset Management Lp 4
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 4
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
Boston Private Wealth Llc 4
Prospect Capital Advisors, LLC 4
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 4
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 4
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 4
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 4
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 4
Johnson Investment Counsel Inc 4
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 4
Meridian Wealth Management, LLC 4
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 4
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 4
Kore Private Wealth LLC 4
Profunds - Profund Vp Oil & Gas 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 4
Putnam Premier Income Trust 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
Lido Advisors, LLC 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 4
First Capital Advisors Group, LLC. 4
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 4
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 4
Advantage Investment Management, Llc 4
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 4
Independent Advisor Alliance 4
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 4
Ubs Oconnor Llc 4
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 4
Coppell Advisory Solutions Corp. 4
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 4
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 4
BlackRock Japan Co. Ltd 4
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 4
Scotia Capital Inc. 4
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 4
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 4
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
Princeton Global Asset Management LLC 4
BFIT - Global X Funds - Global X Health & Wellness Thematic ETF 4
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 4
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4
Mason Street Advisors, Llc 4
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 4
Bellevue Asset Management, Llc 4
Woodline Partners LP 4
Column Capital Advisors, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
Saturna Capital CORP 4
Regent Peak Wealth Advisors LLC 4
Amica Retiree Medical Trust 4
JBF Capital, Inc. 4
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 4
Stanley-Laman Group, Ltd. 4
Utah Retirement Systems 4
Mirabella Financial Services Llp 4
CVA Family Office, LLC 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
MIK Capital, LP 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 4
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 4
Torno Capital, Llc 4
Carnegie Capital Asset Management, LLC 4
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 4
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 4
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 4
Bowling Portfolio Management LLC 4
Total Clarity Wealth Management, Inc. 4
Lloyd Advisory Services, LLC. 4
American National Insurance Co /tx/ 4
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 4
Verus Capital Partners, Llc 4
Alexandria Capital, LLC 4
Entropy Technologies, LP 4
Origin Asset Management LLP 4
Tredje AP-fonden 4
Alta Fox Capital Management, Llc 4
CAPROCK Group, Inc. 4
Integrated Wealth Management 4
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 4
Islay Capital Management, Llc 4
Banque Cantonale Vaudoise 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 4
Tilia Fiduciary Partners, Inc. 4
Wakefield Asset Management LLLP 4
DSAM Partners (London) Ltd 4
Royal Fund Management, LLC 4
Scepter Holdings, Inc. 4
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 4
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 4
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 4
Rosenberg Matthew Hamilton 4
Venture Visionary Partners LLC 4
Scoggin Management Lp 4
PKO Investment Management Joint-Stock Co 4
Ostrum Asset Management 4
Impax Asset Management Group plc 4
Usca Ria Llc 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
CX Institutional 4
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 4
Sumitomo Mitsui Trust Holdings, Inc. 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 4
Hilton Capital Management, LLC 4
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 4
Oakworth Capital, Inc. 4
West Oak Capital, LLC 4
HighPoint Advisor Group LLC 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 4
Denali Advisors Llc 4
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 4
Wunderlich Securities, Inc. 4
Baystate Wealth Management LLC 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
Cambridge Trust Co 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 4
Telemus Capital, Llc 4
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 4
Voya Global Advantage & Premium Opportunity Fund 4
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 4
St. Johns Investment Management Company, LLC 4
Odey Asset Management Group Ltd 4
Brookstone Capital Management 4
Quotient Investors, LLC 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 4
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 4
Chevy Chase Trust Holdings, Inc. 4
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 4
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 4
Echo Street Capital Management LLC 4
Alpha Windward Llc 4
GW&K Investment Management, LLC 4
Ariel Investments, Llc 4
Highland Capital Management Fund Advisors, L.p. 4
Dynamic Advisor Solutions LLC 4
Foundry Partners, LLC 4
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 4
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4
Caisse De Depot Et Placement Du Quebec 4
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 4
Hartford Financial Management Inc. 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
LRI Investments, LLC 4
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 4
Tokio Marine Asset Management Co Ltd 4
Gleason Group, Inc. 4
Old West Investment Management, LLC 4
Hanseatic Management Services Inc 4
Killen Group Inc 4
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 4
Bray Capital Advisors 4
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 4
Clinton Group Inc 4
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
Yakira Capital Management, Inc. 4
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 4
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 4
Irish Life Investment Managers Ltd. 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
Freestone Capital Holdings, LLC 4
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 3
Greenhaven Road Investment Management, L.P. 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
Sawgrass Asset Management Llc 3
Mount Yale Investment Advisors, LLC 3
Minichmacgregor Wealth Management, Llc 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 3
Leeward Investments, LLC - MA 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3
High Net Worth Advisory Group LLC 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
Worldquant Millennium Advisors Llc 3
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 3
Sumitomo Life Insurance Co 3
Bell Rock Capital Llc 3
Vectors Research Management, LLC 3
Smallwood Wealth Investment Management, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
Confluence Investment Management Llc 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 3
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 3
Strengthening Families & Communities, LLC 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
Evolution Wealth Advisors, LLC 3
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 3
Signet Investment Advisory Group, Inc. 3
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 3
Beacon Pointe Advisors, LLC 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 3
Banque Pictet & Cie Sa 3
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
Costello Asset Management, INC 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 3
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
Robertson Stephens Wealth Management, LLC 3
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
HHM Wealth Advisors, LLC 3
Magnus Financial Group LLC 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 3
Seeyond 3
Alera Investment Advisors, LLC 3
Miracle Mile Advisors, LLC 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 3
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
Global Wealth Management Investment Advisory, Inc. 3
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 3
Barings Llc 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
Fortem Financial Group, Llc 3
Oliver Lagore Vanvalin Investment Group 3
Harvest Investment Services, LLC 3
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
Deep Field Asset Management LLC 3
City State Bank 3
Wealthspire Advisors, LLC 3
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 3
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 3
Claro Advisors LLC 3
Edge Capital Group, LLC 3
Wealthbridge Capital Management, Llc 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 3
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
Mid Atlantic Financial Management Inc/adv 3
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 3
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 3
Kera Capital Partners, Inc. 3
Executive Wealth Management, LLC 3
Surevest, LLC 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 3
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 3
Liberty Wealth Management Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
Pinnacle Financial Partners Inc 3
Aegon Asset Management Uk Plc 3
TAP Consulting, LLC 3
Comerica Securities,inc. 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
Usa Mutuals Advisors, Inc. 3
Benjamin Edwards Inc 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
Kent Lake Capital LLC 3
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 3
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
GeoWealth Management, LLC 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 3
Stonehage Fleming Financial Services Holdings Ltd 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
Apollo Management Holdings, L.P. 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
Wealthcare Capital Management Llc 3
Schwarz Dygos Wheeler Investment Advisors Llc 3
Simplicity Wealth,LLC 3
Beck Bode, LLC 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 3
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3
Financial Enhancement Group LLC 3
Samlyn Capital, Llc 3
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 3
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 3
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 3
D'Orazio & Associates, Inc. 3
AQGNX - AQR Funds - AQR Global Equity Fund Class N 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3
Options Solutions, Llc 3
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 3
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 3
EFG Asset Management (North America) Corp. 3
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 3
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 3
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 3
Kraematon Investment Advisors, Inc 3
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 3
Elequin Capital Lp 3
PENN SERIES FUNDS INC - Flexibly Managed Fund 3
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 3
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 3
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 3
Thomas White International Ltd 3
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 3
Axiom International Investors Llc /de 3
NOBOX - Northern Funds - Northern Bond Index Fund 3
NMIEX - Northern Funds - Active M International Equity Fund 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 3
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 3
Brant Point Investment Management Llc 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
Epoch Investment Partners, Inc. 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
Redmont Wealth Advisors Llc 3
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 3
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 3
Metavasi Capital LP 3
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
RE Dickinson Investment Advisors, LLC 3
Mane Global Capital Management Lp 3
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 3
New Millennium Group LLC 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 3
Bwcp, Lp 3
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 3
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 3
CenterBook Partners LP 3
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 3
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
Visium Asset Management, LP 3
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 3
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 3
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 3
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 3
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 3
Osterweis Capital Management Inc 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
Pier Capital, LLC 3
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 3
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 3
Cookson Peirce & Co Inc 3
Buckingham Strategic Partners 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 3
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 3
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 3
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 3
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 3
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 3
Retirement Planning Co of New England, Inc. 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 3
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 3
Sandy Cove Advisors, LLC 3
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A 3
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 3
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 3
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 3
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 3
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 3
Zeke Capital Advisors, Llc 3
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 3
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 3
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 3
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
Caxton Associates Llp 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 3
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 3
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3
Horizon Investments, LLC 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 3
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 3
Kathleen S. Wright Associates Inc. 3
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 3
Mork Capital Management, LLC 3
Edmond De Rothschild Holding S.a. 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
Carmel Capital Partners, LLC 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 3
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 3
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 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
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
Widmann Financial Services, Inc. 3
Intact Investment Management Inc. 3
Evercore Wealth Management, LLC 3
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 3
Reuter James Wealth Management, Llc 3
Linscomb & Williams, Inc. 3
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 3
Gilman Hill Asset Management, LLC 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
Vantage Investment Advisors, LLC 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
Herold Advisors, Inc. 3
Erste Asset Management GmbH 3
Wesbanco Bank Inc 3
Griffin Asset Management, Inc. 3
Qci Asset Management Inc/ny 3
GABELLI & Co INVESTMENT ADVISERS, INC. 3
U.S. Capital Wealth Advisors, LLC 3
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 3
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 3
Janus Capital Management Llc 3
Riggs Asset Managment Co. Inc. 3
Garde Capital, Inc. 3
Blue Chip Partners, Inc. 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
First New York Securities Llc /ny 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
Texas Yale Capital Corp. 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
Baker Ellis Asset Management LLC 3
Northwest Investment Counselors, Llc 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 3
Nelson Capital Management, LLC 3
Waratah Capital Advisors Ltd. 3
Triumph Capital Management 3
Friedenthal Financial 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
Lgt Capital Partners Ltd. 3
Sierra Capital LLC 3
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
Sargent Bickham Lagudis LLC 3
ArrowMark Colorado Holdings LLC 3
Tectonic Advisors Llc 3
Nfj Investment Group, Llc 3
Emerald Advisers, Llc 3
Continuum Advisory, LLC 3
Highline Wealth Partners Llc 3
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 3
Ballentine Partners, LLC 3
Palladium Partners Llc 3
Botty Investors LLC 3
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 3
First Dallas Securities Inc. 3
Jaffetilchin Investment Partners, LLC 3
Global X Management CO LLC 3
Joel Isaacson & Co., LLC 3
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
SOA Wealth Advisors, LLC. 3
Childress Capital Advisors, Llc 3
Kestra Investment Management, LLC 3
Endurance Wealth Management, Inc. 3
Nikko Asset Management Americas, Inc. 3
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 3
Sun Life Financial Inc 3
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 3
EMC Capital Management 3
Tabor Asset Management, LP 3
SummitTX Capital, L.P. 3
Miller Value Partners, Llc 3
Freedman Financial Associates, Inc. 3
Ararat Capital Management, LP 3
New York Life Investments Alternatives 3
Resolute Advisors LLC 3
Yorktown Management & Research Co Inc 3
Wellington Shields Capital Management, LLC 3
Cornerstone Advisors, Inc. 3
Connacht Asset Management LP 3
Charter Oak Capital Management, LLC 3
Alpha Paradigm Partners, LLC 3
Lebenthal Global Advisors, LLC 3
Reby Advisors, LLC 3
Allegheny Financial Group LTD 3
Gw Henssler & Associates Ltd 3
Bb&t Securities, Llc 3
Prentiss Smith & Co Inc 3
Addison Advisors LLC 3
Bellwether Advisors, LLC 3
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
Passport Capital, LLC 3
Adirondack Retirement Specialists, Inc. 3
Ivory Investment Management, Llc 3
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 3
Avalon Advisors, Llc 3
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 3
Linden Advisors Lp 3
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
Paces Ferry Wealth Advisors, Llc 3
Empyrean Capital Partners, LP 3
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 3
Ten Capital Wealth Advisors, LLC 3
Founders Financial Alliance, LLC 3
Clark Capital Management Group, Inc. 3
Integre Asset Management, LLC 3
Agf Management Ltd 3
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 3
Commerzbank Aktiengesellschaft /fi 3
Anchor Capital Advisors Llc 3
Inverness Counsel Llc /ny/ 3
Park West Asset Management LLC 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 3
JCIC Asset Management Inc. 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
Knight Capital Group, Inc. 3
First Horizon Corp 3
Korea Investment CORP 3
Bel Air Investment Advisors Llc 3
Baltimore-Washington Financial Advisors, Inc. 3
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 3
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 3
Dialectic Capital Management, Lp 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 3
Teachers Insurance & Annuity Association Of America 3
Highstreet Asset Management Inc. 3
DT Investment Partners, LLC 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 3
Rockbridge Investment Management, LCC 3
Prudent Man Advisors, LLC 3
Accuvest Global Advisors 3
Primecap Management Co/ca/ 3
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 3
RBB FUND, INC. - Aquarius International Fund 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
FormulaFolio Investments, LLC 3
AUERX - Unified Series Trust - Auer Growth Fund 3
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 3
Swedbank AB 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
American Research & Management Co. 3
Shinko Asset Management Co., Ltd. 3
Leavell Investment Management, Inc. 3
Prescott Group Capital Management, L.l.c. 3
Carlson Capital L P 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
DnB Asset Management AS 3
Tompkins Financial Corp 3
De Lisle Partners LLP 3
Sageworth Trust Co 3
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 3
Profit Investment Management, LLC 3
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 3
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 3
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 3
Webster Bank, N. A. 3
Cullinan Associates Inc 3
Capital International Investors 3
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 3
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 3
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 3
Thornburg Investment Management Inc 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
New England Research & Management, Inc. 3
Trust Department Mb Financial Bank N A 3
Livingston Group Asset Management CO (operating as Southport Capital Management) 3
NERD - Listed Funds Trust - Roundhill BITKRAFT Esports & Digital Entertainment ETF 3
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3
Hollencrest Capital Management 3
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 3
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
Fulton Bank, N.a. 3
Paradigm Capital Management Inc/ny 3
Creekmur Asset Management LLC 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 3
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 3
Palo Capital, Inc. 3
AIEQ - ETF Managers Trust - AI Powered Equity ETF 3
Krilogy Financial LLC 3
Gulf International Bank (UK) Ltd 3
Old National Bancorp /in/ 3
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 3
Tobam 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
Balentine LLC 3
Rsm Us Wealth Management Llc 3
Spouting Rock Asset Management, LLC 3
Marathon Capital Management 3
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 3
Abel Hall, LLC 3
Bank Julius Baer & Co. Ltd, Zurich 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
ETRADE Capital Management LLC 3
Symphony Financial, Ltd. Co. 3
ACG Wealth 3
Northern Trust Co Of Connecticut 3
Daiwa Capital Markets America Inc. 3
Ziegler Capital Management, LLC 3
Boussard & Gavaudan Investment Management LLP 3
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 3
Oracle Alpha Inc. 3
Norinchukin Bank, The 3
Arena Investors LP 3
HighMark Wealth Management LLC 3
American National Registered Investment Advisor, Inc. 3
RMR Wealth Builders 3
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 3
MCF Advisors LLC 3
Kilter Group LLC 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 3
Gladius Capital Management LP 3
NINE MASTS CAPITAL Ltd 3
Procyon Private Wealth Partners, LLC 3
Foster Dykema Cabot & Partners, Llc 3
Gratus Capital LLC 3
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3
Transcend Wealth Collective, Llc 3
Karp Capital Management Corp 3
AllSquare Wealth Management LLC 3
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 3
Partnervest Advisory Services LLC 3
Planning Capital Management Corp 3
Carolinas Wealth Consulting Llc 3
Hidden Lake Asset Management LP 3
Vident Investment Advisory, LLC 3
Ethic Inc. 3
Alethea Capital Management, Llc 3
Lucus Advisors Llc 3
Capital One, National Association 3
Van Hulzen Asset Management, LLC 3
Morgan Dempsey Capital Management Llc 3
Peoples Financial Services Corp. 3
Stony Point Capital LLC 3
PSI Advisors, LLC 3
National Pension Service 3
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 3
Trust Co 3
Mirador Capital Partners LP 3
Spdr S&p Midcap 400 Etf Trust 3
Great Diamond Partners, LLC 3
Searle & Co. 3
Bernzott Capital Advisors 3
Kessler Investment Group, LLC 3
Crestline Management, LP 3
Atticus Wealth Management, Llc 3
Cedar Mountain Advisors, LLC 3
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
Pinnacle Associates Ltd 3
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 3
LM Advisors LLC 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 3
Liberty Mutual Group Asset Management Inc. 3
Kiwi Wealth Investments Limited Partnership 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
1492 Capital Management LLC 3
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 3
Crestwood Advisors Group LLC 3
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 3
Columbia Asset Management 3
Oak Associates Ltd /oh/ 3
Tuttle Tactical Management LLC 3
Potomac Capital Management, Inc. 3
Strategic Global Advisors, LLC 3
Scientech Research LLC 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
Wbi Investments, Inc. 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
Telemetry Investments, L.L.C. 3
Financial Network Wealth Advisors LLC 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
Fjarde Ap-fonden /fourth Swedish National Pension Fund 3
Boston Private Bank & Trust Co 3
Dynamic Technology Lab Pte Ltd 3
Frontier Wealth Management LLC 3
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 3
Brinker Capital Inc 3
PARK CIRCLE Co 3
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 3
Sanders Morris Harris Llc 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
Melvin Capital Management LP 3
Vermillion & White Wealth Management Group, LLC 3
Virginia Retirement System 3
Kayne Anderson Rudnick Investment Management Llc 3
Laurel Wealth Advisors, Inc. 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Grove Bank & Trust 3
Handelsinvest Investeringsforvaltning 3
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 3
Sheaff Brock Investment Advisors, LLC 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
Ramsey Quantitative Systems 3
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 3
New Age Alpha Advisors, LLC 3
Northern Right Capital Management, L.P. 3
Granite Investment Partners, LLC 3
Tributary Capital Management, LLC 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 3
Bank Of The West 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 3
Old Second National Bank Of Aurora 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
Frazier Financial Advisors, LLC 3
Cribstone Capital Management, LLC 3
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 3
Royal London Asset Management Ltd 3
New England Securities Corp /MA/ 3
Vermillion Wealth Management, Inc. 3
WFG Advisors, LP 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 3
ParenteBeard Wealth Management, LLC 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
National Planning Corp 3
Warberg Asset Management LLC 3
Cavalier Investments, LLC 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 3
VCSMX - VALIC Co I - Small Cap Fund 3
Gratia Capital, Llc 3
Turner Investments, L.p. 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
Bahl & Gaynor Inc 3
Crawford Investment Counsel Inc 3
Mckinley Capital Management Llc /delaware 3
RK Capital Management, LLC 3
Partnership Wealth Management, LLC 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 3
Coe Capital Management, LLC 3
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 3
Bare Financial Services, Inc 3
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 3
Glenmede Investment Management, LP 3
Rakuten Securities, Inc. 3
Freestone Grove Partners LP 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 3
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 3
Fort, L.p. 3
Migdal Insurance & Financial Holdings Ltd. 3
Cambria Investment Management, L.P. 3
Zions Bancorporation 3
Absolute Return Capital, LLC 3
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 3
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 3
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 3
Redmond Asset Management, LLC 3
Wallace Capital Management Inc. 3
Avidian Wealth Solutions, LLC 3
Sandler Capital Management 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
Bruce G. Allen Investments, LLC 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
Kovitz Investment Group Partners, LLC 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3
Financial Perspectives, Inc 3
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
Symmetry Peak Management Llc 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
Disciplined Growth Investors Inc /mn 3
Chilton Capital Management Llc 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
Ropes Wealth Advisors Llc 3
Mosaic Family Wealth, LLC 3
Stifel Nicolaus & Co Inc \mo\ 3
Virtus Investment Advisers, Inc. 3
Polen Capital Management Llc 3
Gardner Russo & Quinn Llc 3
Trustmark National Bank Trust Department 3
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 3
Dubuque Bank & Trust Co 3
CapWealth Advisors, LLC 3
First Citizens Bank & Trust Co 3
ARS Investment Partners, LLC 3
Congress Asset Management Co /ma 3
Olstein Capital Management, L.P. 3
Cleararc Capital Inc 3
Norden Group Llc 3
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 3
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 3
Riverhead Capital Management Llc 3
Adirondack Research & Management Inc. 3
Lebenthal Asset Management, LLC 3
Spears Abacus Advisors LLC 3
Banco BTG Pactual S.A. 3
Syon Capital Llc 3
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 3
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 3
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 3
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 3
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 3
Wall Street Associates 3
BNP Paribas Investment Partners S.A. 3
Index Management Solutions, LLC 3
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
Neumeier Poma Investment Counsel Llc 3
M&r Capital Management Inc 3
BerganKDV Wealth Management, LLC 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
Baird Robert W & Co Inc /wi/ 3
Balter Liquid Alternatives, LLC 3
J.w. Cole Advisors, Inc. 3
Placemark Investments, Inc. 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
Aurora Investment Counsel 3
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
Pine River Capital Management L.P. 3
Banyan Partners, LLC 3
White Pine Capital Llc 3
Qs Batterymarch Financial Management, Inc 3
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
SevenBridge Financial Group, LLC 3
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 3
Halpern Financial, Inc. 3
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
Formula Growth Ltd 3
Dunhill Financial, LLC 3
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 3
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 3
Savior LLC 3
Rock Creek Group, LP 3
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 3
Kepos Capital LP 3
South Texas Money Management Ltd 3
Xact Kapitalforvaltning AB 3
StoneX Group Inc. 3
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 3
Teton Westwood Funds 3
Traub Capital Management LLC 3
Mascoma Wealth Management LLC 3
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 3
1060 Capital, LLC 3
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 3
Radnor Capital Management, LLC 3
Farmers & Merchants Trust Co of Chambersburg PA 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 3
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 3
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 3
Perennial Advisors, LLC 3
Elkfork Partners LLC 3
TimesSquare Capital Management, LLC 3
Polianta Ltd 3
EA Series Trust 3
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 3
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 3
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 3
Symmetry Partners, LLC 3
Bank Of Nova Scotia Trust Co 3
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 3
Maven Securities LTD 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
Western Standard LLC 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 3
Neuburgh Advisers LLC 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
Intellectus Partners, LLC 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 3
IFM Investors Pty Ltd 3
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 3
Pinnacle Bancorp, Inc. 3
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 3
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 3
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 3
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
Levin Capital Strategies, L.p. 3
Circle Wealth Management, LLC 3
Achmea Investment Management B.V. 3
Legacy Capital Group California, Inc. 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 3
V-Square Quantitative Management LLC 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 3
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
Tower View Investment Management & Research LLC 3
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 3
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
Front Row Advisors LLC 3
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 3
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 3
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 3
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 3
Invesco Senior Loan Fund 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 3
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 3
Claymore Exchange-traded Fund Trust 3
P Schoenfeld Asset Management Lp 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
Invesco Senior Income Trust 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 3
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
Mountain Hill Investment Partners Corp. 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 3
Portolan Capital Management, LLC 3
B. Riley Financial, Inc. 3
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 3
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 3
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
Allianzgi Convertible & Income Fund Ii 3
Allianzgi Convertible & Income Fund 3
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 3
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 3
Greenwood Capital Associates Llc 3
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 3
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 3
Prudential Global Short Duration High Yield Fund, Inc. 3
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 3
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 3
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 3
Longfellow Investment Management Co Llc 3
Crowley Wealth Management, Inc. 3
Diamond Hill Capital Management Inc 3
Mill Creek Capital Advisors, LLC 3
Allianzgi Diversified Income & Convertible Fund 3
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 3
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 3
Nuveen Multi-market Income Fund 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
Gabelli Equity Trust Inc 3
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 3
Griffin Institutional Access Credit Fund 3
Veritable, L.P. 3
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
William Blair Investment Management, Llc 3
Cowen Prime Services LLC 3
Thrivent Core Funds - Thrivent Core International Equity Fund 3
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
Gabelli Dividend & Income Trust 3
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 3
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 3
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 3
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 3
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 3
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 3
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 3
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 3
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 3
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 3
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 3
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 3
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 3
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 3
Strategic Investment Solutions, Inc. /IL 3
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 3
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 3
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 3
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 3
London Co Of Virginia 3
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
Twin Capital Management Inc 3
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 3
ENDW - EA Series Trust - Cambria Endowment Style ETF 3
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 3
Millstone Evans Group, LLC 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 3
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 3
ISAM Funds (UK) Ltd 3
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 3
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 3
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 3
Royce Micro-cap Trust, Inc /md/ 3
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 3
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 3
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 3
Bleakley Financial Group, LLC 3
Oppenheimer Etf Trust 3
New America High Income Fund Inc 3
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
Redwood Wealth Management Group, LLC 3
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 3
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 3
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 3
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
VitalStone Financial, LLC 3
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 3
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 3
Global Wealth Strategies & Associates 3
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 3
HYLD - Exchange Listed Funds Trust - High Yield ETF 3
Prudential Short Duration High Yield Fund, Inc. 3
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 3
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 3
Herndon Capital Management Llc 3
Fund 1 Investments, LLC 3
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 3
ABASX - AB TRUST - AB Discovery Value Fund Class A 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 3
Columbia Partners L L C Investment Management 3
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 3
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
Adirondack Trust Co 3
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
Todd Asset Management Llc 3
Old Mutual Global Investors (UK) Ltd. 3
Sigma Investment Counselors Inc 3
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 3
Oppenheimer Quest For Value Funds 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
Advisor Partners Ii, Llc 3
First Trust High Income Long/short Fund 3
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
TWEB - Tidal ETF Trust - SoFi Web 3 ETF 3
Advent Claymore Convertible Securities & Income Fund 3
BOK Financial Private Wealth, Inc. 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
Monimus Capital Management, Lp 3
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 3
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 3
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 3
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 3
Marathon Partners Equity Management, LLC 3
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
Quantitative Investment Management, LLC 3
Coston, McIsaac & Partners 3
Rivernorth Opportunities Fund, Inc. 3
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 3
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
Symons Capital Management Inc 3
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
Bancroft Fund Ltd 3
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
Scarborough Advisors, LLC 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
Eaton Vance Ltd Duration Income Fund 3
Perritt Capital Management Inc 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 3
Castle Wealth Management Llc 3
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 3
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 3
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 3
Stoneridge Investment Partners Llc 3
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 3
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 3
Acap Strategic Fund 3
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 3
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
Gagnon Securities Llc 3
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 3
Context Capital Management, LLC 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
Ellsworth Growth & Income Fund Ltd 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Morgan Creek Global Equity Long/short Institutional Fund 3
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 3
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 3
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 3
Legacy Financial Advisors, Inc. 3
Redwood Investment Management, Llc 3
Ford Financial Group, LLC 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 3
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 3
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 3
Advisory Alpha, LLC 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
6 Meridian 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 3
CWM Advisors, LLC 3
Stonebridge Capital Advisors LLC 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
Beacon Capital Management, LLC 3
Whipplewood Advisors, LLC 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
Avestar Capital, LLC 3
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 3
Roble, Belko & Company, Inc 3
Profunds - Profund Vp Ultramid-cap 3
Formidable Asset Management, LLC 3
Profunds - Profund Vp Mid-cap Growth 3
Profunds - Profund Vp Small-cap Growth 3
Profunds - Profund Vp Mid-cap Value 3
potrero capital research llc 3
ESPO - VanEck Vectors ETF Trust - VanEck Vectors Video Gaming and eSports ETF 3
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 3
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
Varma Mutual Pension Insurance Co 3
Harvest Group Wealth Management, Llc 3
Elo Mutual Pension Insurance Co 3
Chicago Capital, LLC 3
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 3
Cvi Holdings, Llc 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3