Computers and Computer Peripheral Equipment and Software - 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
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 13
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 12
Ameriprise Financial Inc 11
Morgan Stanley 11
Wells Fargo & Company/mn 11
Goldman Sachs Group Inc 11
Deutsche Bank Ag\ 10
Citigroup Inc 10
State Street Corp 10
Bnp Paribas Arbitrage, Sa 10
Renaissance Technologies Llc 10
Dimensional Fund Advisors Lp 10
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 10
Northern Trust Corp 10
BlackRock Institutional Trust Company, N.A. 10
Royal Bank Of Canada 10
BlackRock, Inc. 10
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 10
UBS Group AG 10
Fmr Llc 10
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 10
Bank of New York Mellon Corp 10
Susquehanna International Group, Llp 10
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 10
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 10
Bank Of America Corp /de/ 10
Geode Capital Management, Llc 10
Vanguard Group Inc 10
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 10
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 10
Barclays Plc 10
Jpmorgan Chase & Co 10
Tower Research Capital LLC (TRC) 9
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 9
SG Americas Securities, LLC 9
Jane Street Group, Llc 9
Millennium Management Llc 9
California Public Employees Retirement System 9
Metropolitan Life Insurance Co/ny 9
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 9
Nationwide Fund Advisors 9
New York State Common Retirement Fund 9
Principal Financial Group Inc 9
American International Group, Inc. 9
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 9
Bridgeway Capital Management Inc 9
Panagora Asset Management Inc 9
NOSGX - Northern Funds - Northern Small Cap Value Fund 9
Ladenburg Thalmann Financial Services Inc 9
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 9
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 9
Ubs Ag 9
Creative Planning 9
Jefferies Group LLC 9
Prelude Capital Management, Llc 9
BlackRock Fund Advisors 9
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 9
Bank Of Montreal /can/ 9
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 9
Citadel Advisors Llc 9
BlackRock Investment Management, LLC 9
Invesco Ltd. 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 9
Pnc Financial Services Group, Inc. 9
Alliancebernstein L.p. 9
Rhumbline Advisers 9
Charles Schwab Investment Management Inc 9
California State Teachers Retirement System 9
Russell Frank Co/ 9
Two Sigma Investments, Lp 9
Ubs Asset Management Americas Inc 9
Manufacturers Life Insurance Company, The 9
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 9
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 8
Thrivent Financial For Lutherans 8
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 8
Tiaa Cref Investment Management Llc 8
Parametric Portfolio Associates Llc 8
ProShare Advisors LLC 8
Credit Suisse Ag/ 8
EAM Investors, LLC 8
Royce & Associates Lp 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 8
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 8
Northwestern Mutual Wealth Management Co 8
James Investment Research Inc 8
Vanguard Index Funds 8
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 8
Acadian Asset Management Llc 8
Aqr Capital Management Llc 8
IFP Advisors, Inc 8
Victory Capital Management Inc 8
State Board Of Administration Of Florida Retirement System 8
Canada Pension Plan Investment Board 8
New York State Teachers Retirement System 8
Signaturefd, Llc 8
Cwm, Llc 8
Advisor Group Holdings, Inc. 8
Jacobs Levy Equity Management, Inc 8
Two Sigma Advisers, Lp 8
Nuveen Asset Management, LLC 8
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 8
Algert Global Llc 8
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 8
Quantbot Technologies LP 8
Comerica Bank 8
Los Angeles Capital Management Llc 8
Price T Rowe Associates Inc /md/ 8
Bessemer Group Inc 8
Cornerstone Capital Management Holdings Llc. 8
BlackRock Advisors LLC 8
Bogle Investment Management L P /de/ 8
RidgeWorth Capital Management LLC 8
Great West Life Assurance Co /can/ 8
Tfs Capital Llc 8
Us Bancorp \de\ 8
Proequities, Inc. 8
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 8
Numeric Investors Llc 8
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 8
PDT Partners, LLC 8
Teachers Advisors, Llc 8
Legal & General Group Plc 8
Lsv Asset Management 8
LPL Financial LLC 8
Sei Investments Co 8
A.R.T. Advisors, LLC 8
Paloma Partners Management Co 8
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 8
Guggenheim Capital Llc 8
Martingale Asset Management L P 8
First Trust Advisors Lp 8
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 8
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 8
Fifth Third Bancorp 8
Ancora Advisors, LLC 8
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 8
Public Employees Retirement System Of Ohio 8
Strs Ohio 8
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 8
Glenmede Trust Co Na 8
Public Sector Pension Investment Board 7
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 7
Teachers Retirement System Of The State Of Kentucky 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 7
Two Sigma Securities, Llc 7
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 7
Franklin Resources Inc 7
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 7
Texas Permanent School Fund 7
State Of Wisconsin Investment Board 7
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 7
ClariVest Asset Management LLC 7
Nine Chapters Capital Management LLC 7
Voya Investment Management Llc 7
Tudor Investment Corp Et Al 7
First Horizon Advisors, Inc. 7
Stratos Wealth Partners, LTD. 7
BlackRock Group LTD 7
Spark Investment Management LLC 7
Wellington Management Group Llp 7
Oxford Asset Management Llp 7
D. E. Shaw & Co., Inc. 7
Systematic Financial Management Lp 7
Engineers Gate Manager LP 7
Squarepoint Ops LLC 7
Advisor Group, Inc. 7
Municipal Employees' Retirement System of Michigan 7
Marshall Wace, Llp 7
Cubist Systematic Strategies, LLC 7
Nisa Investment Advisors, Llc 7
Quadrant Capital Group Llc 7
KBC Group NV 7
Raymond James & Associates 7
Allianz Asset Management GmbH 7
SECOR Capital Advisors, LP 7
Arizona State Retirement System 7
Simplex Trading, Llc 7
Mason Street Advisors, Llc 7
Raymond James Financial Inc 7
Brandywine Global Investment Management, LLC 7
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 7
Swiss National Bank 7
Pacer Advisors, Inc. 7
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 7
Nomura Holdings Inc 7
Arrowstreet Capital, Limited Partnership 7
Janney Montgomery Scott LLC 7
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 7
O'shaughnessy Asset Management, Llc 7
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 7
Louisiana State Employees Retirement System 7
Bailard, Inc. 7
Norges Bank 7
Prudential Financial Inc 7
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 7
Federated Hermes, Inc. 7
Acrospire Investment Management LLC 7
State of Tennessee, Treasury Department 7
Gsa Capital Partners Llp 7
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 7
Ameritas Investment Partners, Inc. 7
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 7
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 7
Sterling Capital Management LLC 7
American Century Companies Inc 7
Trexquant Investment LP 7
Principal Funds Inc 7
Axa S.a. 7
Qube Research & Technologies Ltd 7
Envestnet Asset Management Inc 7
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 7
Magnetar Financial LLC 7
Lazard Asset Management Llc 7
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 7
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 7
Amalgamated Bank 7
Hrt Financial Lp 7
Commonwealth Bank Of Australia 7
Walleye Trading LLC 7
Hillsdale Investment Management Inc. 7
Dynamic Technology Lab Private Ltd 7
Teacher Retirement System Of Texas 7
Parallax Volatility Advisers, L.P. 7
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 7
Denali Advisors Llc 7
Nordea Investment Management Ab 7
Ajo, Lp 7
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 6
Analytic Investors, LLC 6
Zacks Investment Management 6
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 6
State Farm Variable Product Trust 6
Cutler Group LP 6
Meeder Asset Management Inc 6
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 6
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 6
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
Verition Fund Management LLC 6
Mutual Of America Capital Management Llc 6
Macquarie Group Ltd 6
Globeflex Capital L P 6
Rydex Etf Trust 6
Profund Advisors Llc 6
Stevens Capital Management Lp 6
CIBC Private Wealth Group, LLC 6
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 6
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 6
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 6
State of Alaska, Department of Revenue 6
Steward Partners Investment Advisory, Llc 6
Picton Mahoney Asset Management 6
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 6
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 6
Oppenheimer Funds Inc 6
Emerald Acquisition Ltd. 6
Campbell & CO Investment Adviser LLC 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 6
Wolverine Trading, Llc 6
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 6
ZPR Investment Management 6
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 6
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 6
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 6
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 6
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 6
Loomis Sayles & Co L P 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 6
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 6
BlueCrest Capital Management Ltd 6
Russell Investments Group, Ltd. 6
Lindbrook Capital, Llc 6
CENTRAL TRUST Co 6
Tfs Capital Investment Trust 6
LS Investment Advisors, LLC 6
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 6
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 6
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 6
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 6
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 6
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 6
Vantagepoint Funds 6
Grantham, Mayo, Van Otterloo & Co. LLC 6
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 6
Princeton Alpha Management LP 6
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 6
Bowling Portfolio Management LLC 6
GIMFX - GMO TRUST - GMO Implementation Fund 6
Cambridge Investment Research Advisors, Inc. 6
Aperio Group, LLC 6
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 6
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 6
Mackenzie Financial Corp 6
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 6
Hotchkis & Wiley Capital Management Llc 6
VDAFX - VALIC Co I - Dynamic Allocation Fund 6
Vanguard World Fund 6
Voloridge Investment Management, Llc 6
Summit Global Investments 6
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 6
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 6
Winton Capital Group Ltd 6
Parallel Advisors, LLC 6
Kcg Holdings, Inc. 6
Balyasny Asset Management Llc 6
Farther Finance Advisors, LLC 6
Allworth Financial LP 6
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 6
Boston Partners 6
College Retirement Equities Fund 6
Tiaa-cref Funds 6
Alberta Investment Management Corp 6
SRS Capital Advisors, Inc. 6
Man Group plc 6
Quantinno Capital Management LP 6
Oregon Public Employees Retirement Fund 6
Jones Financial Companies Lllp 6
Captrust Financial Advisors 6
IndexIQ Advisors LLC 6
Zurcher Kantonalbank (Zurich Cantonalbank) 6
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 6
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 6
Ellington Management Group Llc 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 6
Nomura Asset Management Co Ltd 6
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 6
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 6
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 6
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 6
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 6
PEAK6 Investments, L.P. 6
Stifel Financial Corp 6
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 6
Parkside Financial Bank & Trust 6
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 6
Huntington National Bank 6
Connor, Clark & Lunn Investment Management Ltd. 6
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 6
Point72 Asset Management, L.P. 6
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 6
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 6
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 6
Proficio Capital Partners LLC 6
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 6
Alps Advisors Inc 6
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Gotham Asset Management, LLC 6
EverSource Wealth Advisors, LLC 6
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 6
Covestor Ltd 6
First Quadrant L P/ca 6
Chicago Equity Partners Llc 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 6
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 6
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 6
Point72 Hong Kong Ltd 6
Virginia Retirement Systems Et Al 6
MetLife Securities, Inc 6
IWV - iSHARES TRUST - iShares Russell 3000 ETF 6
Zebra Capital Management LLC 6
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 6
MUFG Americas Holdings Corp 6
Glassman Wealth Services 6
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 6
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 6
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6
Foundry Partners, LLC 6
QS Investors, LLC 6
Capital Fund Management S.a. 6
Wealth Enhancement Advisory Services, Llc 6
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 6
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 6
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 6
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 6
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 6
Dupont Capital Management Corp 6
MetLife Investment Management, LLC 6
NSGRX - Northern Funds - Northern Small Cap Core Fund 6
USA Financial Portformulas Corp 6
Shepherd Kaplan Krochuk, Llc 6
Optiver Holding B.V. 6
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 6
Public Employees Retirement Association Of Colorado 6
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 6
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 6
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 6
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 6
Advisory Services Network, LLC 6
Geneos Wealth Management Inc. 6
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 6
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 6
United Services Automobile Association 6
Assetmark, Inc 6
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 6
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6
Versant Capital Management, Inc 6
Hbk Investments L P 6
State Farm Mutual Fund Trust 6
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 6
Rockefeller Capital Management L.P. 6
Rothschild Investment Llc 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
Hsbc Holdings Plc 6
Schroder Investment Management Group 6
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 6
Quadrature Capital Ltd 6
HighTower Advisors, LLC 6
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 6
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 6
VTL Associates, LLC 6
Crossmark Global Holdings, Inc. 5
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 5
Putnam Investments Llc 5
Soros Fund Management Llc 5
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 5
Kestra Advisory Services, LLC 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 5
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 5
Signet Financial Management, Llc 5
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 5
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 5
Petrus Trust Company, LTA 5
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 5
Irish Life Investment Managers Ltd. 5
Tocqueville Asset Management L.p. 5
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 5
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5
Clark Capital Management Group, Inc. 5
Six Circles Trust - Six Circles Global Bond Fund 5
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 5
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 5
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 5
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 5
Nuveen, LLC 5
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 5
VCSLX - VALIC Co I - Small Cap Index Fund 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
Cornerstone Advisors, Inc. 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
John Hancock Income Securities Trust 5
PineBridge Investments, L.P. 5
Hutchin Hill Capital, LP 5
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 5
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 5
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 5
NumerixS Investment Technologies Inc 5
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 5
Janus Henderson Group Plc 5
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 5
SpiderRock Trading LLC 5
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 5
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 5
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 5
BlackRock Japan Co. Ltd 5
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 5
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 5
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 5
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 5
Advanced Series Trust - Ast Small-cap Value Portfolio 5
Pnc Funds 5
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 5
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
Northern Trust Co Of Connecticut 5
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 5
QCVAX - Clearwater Investment Trust - Clearwater International Fund 5
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 5
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 5
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 5
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 5
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 5
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 5
Oppenheimer Etf Trust 5
Universal- Beteiligungs- und Servicegesellschaft mbH 5
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 5
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 5
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 5
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 5
Advanced Series Trust - Ast Small-cap Growth Portfolio 5
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 5
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 5
PENN SERIES FUNDS INC - International Equity Fund 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
Eaton Vance Management 5
Caitong International Asset Management Co., Ltd 5
Boothbay Fund Management, Llc 5
Integrated Quantitative Investments LLC 5
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 5
IWM - iSHARES TRUST - iShares Russell 2000 ETF 5
Police & Firemen's Retirement System of New Jersey 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 5
Neuberger Berman Group LLC 5
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 5
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 5
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 5
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 5
SBI Securities Co., Ltd. 5
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 5
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 5
NSIDX - Northern Funds - Northern Small Cap Index Fund 5
Deere & Co 5
Umb Bank N A/mo 5
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 5
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 5
Managed Account Advisors Llc 5
Watershed Asset Management, L.L.C. 5
AHL Partners LLP 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
Riverhead Capital Management Llc 5
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 5
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5
Virtu Financial LLC 5
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 5
Abound Wealth Management 5
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 5
Brevan Howard Capital Management LP 5
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 5
Wealthspire Advisors, L.P. 5
SAC Capital Advisors LP 5
Corebridge Financial, Inc. 5
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 5
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 5
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 5
FLDFX - Meeder Funds - BALANCED FUND Retail Class 5
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 5
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 5
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 5
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 5
Mackay Shields Llc 5
Robeco Institutional Asset Management B.V. 5
Jane Street Holding, LLC 5
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 5
Qs Batterymarch Financial Management, Inc 5
Lucus Advisors Llc 5
Vident Investment Advisory, LLC 5
Ground Swell Capital, LLC 5
Opus Capital Group, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 5
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 5
Toronto Dominion Bank 5
National Planning Corp 5
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 5
Seizert Capital Partners, Llc 5
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 5
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 5
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 5
Brown Brothers Harriman & Co 5
Cornercap Investment Counsel Inc 5
Quest Partners LLC 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 5
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 5
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
GAMMA Investing LLC 5
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 5
Vanguard Fiduciary Trust Co 5
Versor Investments LP 5
Susquehanna Fundamental Investments, Llc 5
Vanguard Global Advisers, LLC 5
Profunds - Profund Vp Small-cap 5
Assured Investment Management LLC 5
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 5
Profunds - Profund Vp Ultrasmall-cap 5
Polar Asset Management Partners Inc. 5
Mason Street Advisors, Llc 5
Mercer Global Advisors Inc /adv 5
Asset Management One Co., Ltd. 5
Hancock Whitney Corp 5
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 5
Empirical Finance, LLC 5
Vanguard Capital Management Llc 5
Hartford Mutual Funds Inc/ct 5
Highbridge Capital Management Llc 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 5
ExodusPoint Capital Management, LP 5
Private Trust Co Na 5
Raymond James Financial Services Advisors, Inc. 5
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 5
Innealta Capital, Llc 5
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 5
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5
Assenagon Asset Management S.A. 5
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 5
Group One Trading, L.p. 5
Citizens Financial Group Inc/ri 5
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5
Financial Architects, Inc 5
Flagship Harbor Advisors, Llc 5
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 5
Convergence Investment Partners, LLC 5
Airain ltd 5
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 5
BDO Wealth Advisors, LLC 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 5
Point72 Middle East FZE 5
True Wealth Design, LLC 5
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 5
SageView Advisory Group, LLC 5
General Motors Investment Management Corp 5
Numerai GP LLC 5
Quarry LP 5
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 5
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 5
Walleye Capital LLC 5
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 5
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 5
PEAK6 Investments LLC 5
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 5
Benjamin F. Edwards & Company, Inc. 5
Whittier Trust Co 5
Global Retirement Partners, LLC 5
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 5
Claymore Exchange-traded Fund Trust 5
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 5
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 5
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 5
Intech Investment Management Llc 5
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 5
Ronald Blue Trust, Inc. 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 5
Capstone Asset Management Co 5
Advisors Asset Management, Inc. 5
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 5
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 5
TCI Wealth Advisors, Inc. 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5
Summit Trail Advisors, Llc 5
Vanguard Portfolio Management Llc 5
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 5
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 5
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 5
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 5
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 5
Berman Capital Advisors, LLC 5
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 5
Larson Financial Group LLC 5
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 5
Kennedy Capital Management, Inc. 5
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 5
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
Aquatic Capital Management LLC 5
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 5
Centiva Capital, LP 5
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 5
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 5
SJS Investment Consulting Inc. 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 5
MAI Capital Management 5
First Citizens Bank & Trust Co 5
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 5
State of Wyoming 5
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 5
Shell Asset Management Co 5
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 5
FNY Managed Accounts LLC 5
Capital Performance Advisors Llp 5
Capstone Investment Advisors, Llc 5
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 5
Tarbox Family Office, Inc. 5
Cambria Investment Management, L.P. 5
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
Profunds - Profund Vp Oil & Gas 5
Allspring Global Investments Holdings, LLC 5
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 5
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 5
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 5
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 5
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 5
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 5
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 5
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 5
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 5
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 5
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 5
Piedmont Investment Advisors Llc 5
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 5
C M Bidwell & Associates Ltd 5
SLPIX - Profunds - Small-cap Profund Investor Class 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
Stone Ridge Asset Management LLC 5
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 5
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 5
XTX Topco Ltd 5
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 5
PENN SERIES FUNDS INC - Small Cap Index Fund 5
Daiwa Securities Group Inc. 5
Oberweis Asset Management Inc/ 5
Clinton Group Inc 5
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 5
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 5
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 5
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 5
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 5
Eagle Asset Management Inc 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
State of New Jersey Common Pension Fund D 5
Jefferies Financial Group Inc. 5
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 5
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5
Menta Capital Llc 5
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 5
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 5
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 5
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4
Quantitative Systematic Strategies LLC 4
Dark Forest Capital Management Lp 4
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 4
Anchor Capital Advisors Llc 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 4
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 4
Integrated Wealth Management 4
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 4
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 4
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 4
Monarch Partners Asset Management LLC 4
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 4
Laurion Capital Management LP 4
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 4
WR Wealth Planners, LLC 4
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 4
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 4
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 4
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 4
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 4
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 4
Adage Capital Partners Gp, L.l.c. 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
Paradigm Asset Management Co Llc 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
K2 Principal Fund, L.p. 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 4
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 4
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 4
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 4
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 4
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 4
Natixis 4
Harvest Group Wealth Management, Llc 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 4
Aster Capital Management (DIFC) Ltd 4
Capital Analysts, Inc. 4
Amundi Pioneer Asset Management Inc 4
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 4
Hantz Financial Services, Inc. 4
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 4
Calvert Investment Management, Inc. 4
Keating Financial Advisory Services, Inc. 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 4
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 4
Catalyst Funds Management Pty Ltd 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
First Republic Investment Management, Inc. 4
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 4
One Wealth Advisors, LLC 4
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 4
Voya Senior Income Fund 4
Amalgamated Financial Corp. 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 4
Alpha Windward Llc 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
Diversified Trust Co 4
Gabelli Funds Llc 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
Archford Capital Strategies, LLC 4
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 4
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 4
Eaton Vance Ltd Duration Income Fund 4
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
First Mercantile Trust Co 4
New York Life Investment Management Llc 4
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 4
CWM Advisors, LLC 4
Torren Management, LLC 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 4
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 4
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 4
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 4
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 4
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 4
Massachusetts Financial Services Co /ma/ 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 4
Matarin Capital Management, LLC 4
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 4
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 4
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 4
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 4
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 4
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 4
Securian Asset Management, Inc 4
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 4
Y-Intercept (Hong Kong) Ltd 4
Barrow Hanley Mewhinney & Strauss Llc 4
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 4
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 4
Itau Unibanco Holding S.A. 4
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 4
Pinnacle Wealth Planning Services, Inc. 4
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 4
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 4
Timber Hill LLC 4
Klp Kapitalforvaltning As 4
Ropes Wealth Advisors Llc 4
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 4
Mirae Asset Global Investments Co., Ltd. 4
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
Point72 Asia (Singapore) Pte. Ltd. 4
Coldstream Capital Management Inc 4
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 4
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 4
Paradigm Capital Management Inc/ny 4
Snowden Capital Advisors LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 4
CenterStar Fund, LLC 4
GWM Advisors LLC 4
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 4
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 4
Sunbelt Securities, Inc. 4
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
Graham Capital Management, L.P. 4
Capstone Series Fund Inc 4
Vestcor Inc 4
Harbour Investments, Inc. 4
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
CoreCap Advisors, LLC 4
Thompson Davis & Co., Inc. 4
Guardian Wealth Advisors, LLC 4
RBB FUND, INC. - Adara Smaller Companies Fund 4
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 4
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 4
Spire Wealth Management 4
Woodline Partners LP 4
Great Lakes Advisors, Llc 4
PharVision Advisers, LLC 4
Absolute Return Capital, LLC 4
MUFG Securities EMEA plc 4
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 4
Harbor Capital Advisors, Inc. 4
Alyeska Investment Group, L.P. 4
Nuveen Floating Rate Income Fund 4
Ensign Peak Advisors, Inc 4
Maryland State Retirement & Pension System 4
Illinois Municipal Retirement Fund 4
Invictus RG 4
Mariner, LLC 4
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 4
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 4
Lord, Abbett & Co. Llc 4
Yousif Capital Management, Llc 4
Cetera Advisor Networks LLC 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 4
Ccm Investment Advisers Llc 4
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 4
Schonfeld Strategic Advisors LLC 4
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 4
Humankind Benefit Corp - Humankind US Stock ETF 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 4
Enterprise Financial Services Corp 4
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 4
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 4
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 4
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 4
Cullen/frost Bankers, Inc. 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
Clearbridge Investments, LLC 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 4
Jump Financial, LLC 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 4
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 4
Natixis Advisors, L.p. 4
Css Llc/il 4
Wipfli Financial Advisors Llc, 4
Euclidean Technologies Management, LLC 4
Spot Trading L.L.C 4
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 4
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4
Salomon & Ludwin, LLC 4
Dean Capital Management 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
Dean Investment Associates, Llc 4
Cetera Investment Advisers 4
Jpmorgan Trust Iii 4
Landscape Capital Management, L.l.c. 4
Prescott Group Capital Management, L.l.c. 4
Hudson Bay Capital Management LP 4
Transamerica Partners Funds Group 4
Mitsubishi UFJ Trust & Banking Corp 4
OP Asset Management Ltd 4
BBT Capital Management, LLC 4
Glen Harbor Capital Management LLC 4
Meadow Creek Investment Management LLC 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
CAPROCK Group, Inc. 4
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 4
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4
Weiss Multi-Strategy Advisers LLC 4
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 4
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 4
Hanseatic Management Services Inc 4
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 4
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 4
Nebula Research & Development LLC 4
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 4
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 4
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 4
Fuller & Thaler Asset Management, Inc. 4
Sowell Financial Services LLC 4
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 4
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 4
Vanguard Investments Australia, Ltd. 4
Sutton Wealth Advisors Inc. 4
Vident Advisory, LLC 4
Gemmer Asset Management LLC 4
Wedge Capital Management L L P/nc 4
VANGUARD ASSET MANAGEMENT, Ltd 4
Old Mutual Customised Solutions (proprietary) Ltd 4
Elkfork Partners LLC 4
Origin Asset Management LLP 4
25 Llc 4
Farmers & Merchants Investments Inc 4
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 4
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 4
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 4
Marshall Wace North America L.P. 4
Hartland & Co., LLC 4
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 4
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 4
Catalyst Capital Advisors LLC 4
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 4
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 4
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 4
Boston Advisors Llc 4
Vanguard Horizon Funds 4
Amundi 4
DekaBank Deutsche Girozentrale 4
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 4
Columbia Partners L L C Investment Management 4
Harvest Capital Strategies LLC 4
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 4
Horizon Investments, LLC 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
Exchange Traded Concepts, Llc 4
New Amsterdam Partners Llc/ny 4
Ergoteles LLC 4
Principal Securities, Inc. 4
Skopos Labs, Inc. 4
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 4
Cipher Capital LP 4
Smartleaf Asset Management LLC 4
Ramsey Quantitative Systems 4
Xact Kapitalforvaltning AB 4
Alpine Global Management, LLC 4
Truist Financial Corp 4
New Age Alpha Advisors, LLC 4
Campbell Multi-strategy Trust 4
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 4
Synovus Financial Corp 4
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 4
ULTRA SERIES FUND - Core Bond Fund Class I 4
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 4
EntryPoint Capital, LLC 4
Pathstone Holdings, LLC 4
GV Financial Advisors 4
BNP Paribas Asset Management Holding S.A. 4
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 4
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
Transamerica Partners Funds Group Ii 4
Csenge Advisory Group 4
Essential Partners LLC 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 4
Massmutual Trust Co Fsb/adv 4
Aristides Capital LLC 4
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 4
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 4
Belpointe Asset Management LLC 4
Societe Generale 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 4
Quantamental Technologies LLC 4
GHP Investment Advisors, Inc. 4
Vantage Consulting Group Inc 4
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 4
OMERS ADMINISTRATION Corp 4
Sherbrooke Park Advisers Llc 4
Ontario Teachers Pension Plan Board 4
Lombard Odier Asset Management (USA) Corp 4
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 4
Inceptionr Llc 4
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 4
Balasa Dinverno & Foltz Llc 4
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
Capital One, National Association 4
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 4
Td Asset Management Inc 4
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 4
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 4
Federation des caisses Desjardins du Quebec 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 4
Oppenheimer Asset Management Inc. 4
AMP Capital Investors Ltd 4
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
Transamerica Partners Portfolios 4
National Bank Of Canada /fi/ 4
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 4
Johnson Financial Group, Inc. 4
Index Management Solutions, LLC 4
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4
Hennessy Advisors Inc 4
Stephens Consulting, LLC 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
Icon Advisers Inc/co 4
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
Thb Asset Management 4
Dreman Value Management, L L C 4
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 4
First Hawaiian Bank 4
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 4
Manchester Capital Management LLC 4
Danske Bank A/s 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
Sandy Spring Bank 3
Wasatch Advisors Inc 3
WFG Advisors, LP 3
Gideon Capital Advisors, Inc. 3
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 3
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
Bokf, Na 3
Rehmann Capital Advisory Group 3
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 3
BTG Pactual Global Asset Management Ltd 3
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 3
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 3
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
Advisors Preferred, LLC 3
Waddell & Reed Financial Inc 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
Invictus RG Pte. Ltd. 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
Bayesian Capital Management, LP 3
Driehaus Capital Management Llc 3
Northwestern Mutual Investment Management Company, Llc 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 3
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 3
Piper Sandler & Co. 3
Horizon Investment Services, LLC 3
361 Capital Llc 3
Skandinaviska Enskilda Banken AB (publ) 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 3
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 3
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
Redmond Asset Management, LLC 3
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 3
Quinn Opportunity Partners LLC 3
Wealthfront Inc 3
Kemnay Advisory Services Inc. 3
Steamboat Capital Partners, LLC 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
Suntrust Banks Inc 3
First Manhattan Co 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
EULAV Asset Management 3
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 3
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 3
Baird Financial Group, Inc. 3
Venturi Wealth Management, LLC 3
Cna Financial Corp 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 3
Thomas White International Ltd 3
Mml Investors Services, Llc 3
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 3
Westpac Banking Corp 3
Dubuque Bank & Trust Co 3
M&t Bank Corp 3
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 3
DRW Securities, LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 3
Santa Fe Partners LLC 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 3
Cantab Capital Partners LLP 3
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 3
Prudential Plc 3
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 3
Regions Financial Corp 3
Balter Liquid Alternatives, LLC 3
Phocas Financial Corp. 3
Shelton Capital Management 3
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 3
Munder Capital Management 3
Sei Trust Co 3
Man Investments Ltd 3
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 3
Delphi Private Advisors LLC 3
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 3
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 3
Legato Capital Management LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3
Weiss Asset Management LP 3
Peregrine Capital Management Llc 3
Prospera Financial Services Inc 3
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 3
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 3
Avantax Planning Partners, Inc. 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
Profunds - Profund Vp Small-cap Value 3
Teza Capital Management LLC 3
Delphi Management Inc /ma/ 3
Harvest Fund Management Co., Ltd 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
Empowered Funds, LLC 3
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 3
Cerity Partners LLC 3
Reilly Financial Advisors, Llc 3
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 3
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 3
NJ State Employees Deferred Compensation Plan 3
South Dakota Investment Council 3
IHT Wealth Management, LLC 3
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 3
Cigna Investments Inc /new 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
Ritholtz Wealth Management 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
Everence Capital Management Inc 3
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
Fieldpoint Private Securities, LLC 3
Lido Advisors, LLC 3
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 3
Clear Street Markets Llc 3
Eqis Capital Management, Inc. 3
Gamco Investors, Inc. Et Al 3
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 3
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 3
Resources Investment Advisors, LLC. 3
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 3
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 3
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 3
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 3
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 3
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 3
Rational Advisors Llc 3
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 3
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 3
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 3
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 3
Blackrock Corporate High Yield Fund, Inc. 3
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 3
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 3
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 3
Nuveen Senior Income Fund 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
Nuveen Floating Rate Income Opportunity Fund 3
Nuveen Short Duration Credit Opportunities Fund 3
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 3
Nuveen Credit Strategies Income Fund 3
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 3
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
Financial Management Professionals, Inc. 3
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 3
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 3
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 3
Barings Llc 3
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 3
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 3
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 3
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
Wright Investors Service Inc 3
Wolverine Asset Management Llc 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 3
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
SVPIX - Profunds - Small-cap Value Profund Investor Class 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 3
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 3
Ada Investment Management, LP 3
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 3
Independent Portfolio Consultants, Inc. 3
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 3
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 3
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 3
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 3
Oppenheimer Variable Account Funds 3
Nuveen Global High Income Fund 3
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 3
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 3
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 3
River Road Asset Management, LLC 3
Eaton Vance Senior Income Trust 3
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 3
World Asset Management Inc 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 3
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 3
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 3
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 3
Winslow, Evans & Crocker, Inc. 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
BFOR - ALPS ETF Trust - Barron's 400 ETF 3
Pentwater Capital Management LP 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
Plante Moran Financial Advisors, LLC 3
Westchester Capital Management, LLC 3
VCAAX - VALIC Co I - Asset Allocation Fund 3
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 3
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 3
Trust For Advisor Solutions 3
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 3
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 3
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 3
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 3
MERVX - MERGER FUND VL - The Merger Fund VL 3
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 3
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 3
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 3
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 3
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 3
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 3
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 3
Lombardia Capital Partners Llc 3
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 3
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 3
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 3
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 3
Cedar Mountain Advisors, LLC 3
Aigen Investment Management, Lp 3
Ieq Capital, Llc 3
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 3
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 3
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 3
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 3
Healthcare Of Ontario Pension Plan Trust Fund 3
Invenomic Capital Management LP 3
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
Orion Portfolio Solutions, LLC 3
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 3
Royce Value Trust Inc 3
D.a. Davidson & Co. 3
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 3
Mirabella Financial Services Llp 3
Royce Micro-cap Trust, Inc /md/ 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3
Procyon Private Wealth Partners, LLC 3
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 3
Bryn Mawr Capital Management Inc 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
Wright Managed Equity Trust 3
Breton Hill Capital Ltd. 3
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 3
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 3
Keybank National Association/oh 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 3
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 3
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 3
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 3
Rsm Us Wealth Management Llc 3
Glazer Capital, Llc 3
Eaton Vance Floating-rate Income Trust 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 3
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 3
Cnh Partners Llc 3
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 3
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 3
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 3
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 3
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 3
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
Blackrock Master Llc 3
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 3
Advisory Research Inc 3
King Luther Capital Management Corp 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 3
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 3
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
Aviva Plc 3
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 3
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 3
Credit Agricole S A 3
Integre Asset Management, LLC 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
Eaton Vance Senior Floating Rate Trust 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 3
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 3
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 3
Six Circles Trust - Six Circles Credit Opportunities Fund 3
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 3
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 3
Alambic Investment Management, L.P. 3
GPS Wealth Strategies Group, LLC 3
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 3
Janus Capital Management Llc 3
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 3
SummerHaven Investment Management, LLC 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
Employees Retirement System of Texas 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
Occudo Quantitative Strategies Lp 3
Round Rock Advisors, LLC 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 3
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
NEXT Financial Group, Inc 3
Hussman Strategic Advisors, Inc. 3
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 3
NB Crossroads Private Markets Access Fund LLC 3
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 3
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 3
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 3
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 3
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 3
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 3
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 3
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 3
Newbridge Financial Services Group, Inc. 3
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 3
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 3
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 3
State Of Michigan Retirement System 3
First Midwest Bank Trust Division 3
Trust Co Of Vermont 3
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 3
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 3
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 3
Guggenheim Active Allocation Fund 3
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 3
Retirement Systems of Alabama 3
Underlying Funds Trust 3
MQS Management LLC 3
Walthausen & Co., LLC 3
G2 Investment Partners Management LLC 3
Commonwealth Equity Services, Llc 3
Corton Capital Inc. 3
Rise Advisors, LLC 3
Oakbrook Investments Llc 3
Nuveen Multi-Asset Income Fund 3
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 3
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 3
Atria Wealth Solutions, Inc. 3
Cibc World Markets Corp 3
AdvisorNet Financial, Inc 3
Private Capital Group, LLC 3
Creative Financial Designs Inc /adv 3
McIlrath & Eck, LLC 3
Ing Groep Nv 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
Altshuler Shaham Ltd 3
ID Management A/S 3
Sofos Investments, Inc. 3
Ubs Oconnor Llc 3
Mount Yale Investment Advisors, LLC 3
CX Institutional 3
FNY Investment Advisers, LLC 3
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 3
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 3
Mendota Financial Group, LLC 3
Moran Wealth Management, LLC 3
ISAM Funds (UK) Ltd 3
PPM Funds - PPM Floating Rate Income Fund (Inst) 3
West Tower Group, LLC 3
Ellevest, Inc. 3
CI Private Wealth, LLC 3
Greenlight Capital Inc 3
Bragg Financial Advisors, Inc 3
Whitebox Advisors Llc 3
Costello Asset Management, INC 3
Baker Avenue Asset Management, LP 3
FinTrust Capital Advisors, LLC 3
Aptus Capital Advisors, LLC 3
Root Financial Partners, LLC 3
Ameritas Investment Corp 3
Avantax Advisory Services, Inc. 3
Moody National Bank Trust Division 3
Sawtooth Solutions, LLC 3
Weld Capital Management Llc 3
Cresset Asset Management, LLC 3
Leuthold Group, Llc 3
Atom Investors LP 3
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 3
Toroso Investments, LLC 3
Wealthspire Advisors, LLC 3
Vanguard Explorer Fund 3
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 3
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 3
ARGI Investment Services, LLC 3
CTC Alternative Strategies, Ltd. 3
Brown Advisory Inc 3
Annis Gardner Whiting Capital Advisors, LLC 3
TD Waterhouse Canada Inc. 3
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF 3
Zweig-DiMenna Associates LLC 3
Twin Peaks Wealth Advisors, LLC 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
MCF Advisors LLC 3
Golden State Wealth Management, LLC 3
Alpine Associates Management Inc. 3
Gladius Capital Management LP 3
GeoWealth Management, LLC 3
SOUTH STATE Corp 3
Private Wealth Management Group, LLC 3
Arden Investment Series Trust 3
Utah Retirement Systems 3
Susquehanna Portfolio Strategies, LLC 3
Karp Capital Management Corp 3
Isi Strategy Fund Inc 3
Stephens Inc /ar/ 3
Colony Group, LLC 3
Entropy Technologies, LP 3
Evoke Wealth, Llc 3
nVerses Capital, LLC 3
Pacitti Group Inc. 3
Azzad Asset Management Inc /adv 3
Financial Synergies Wealth Advisors, Inc. 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
Ashton Thomas Private Wealth, LLC 3
Point72 (DIFC) Ltd 3
Global Financial Private Client, LLC 3
Quantitative Investment Management, LLC 3
Clarkston Capital Partners, LLC 3
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 3
Pzena Investment Management Llc 3
Livforsakringsbolaget Skandia, Omsesidigt 3
Weaver C. Barksdale & Associates, Inc. 3
Cornerstone Investment Partners, LLC 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 3
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 3
Ci Investments Inc. 3
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
Smithfield Trust Co 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
Navellier & Associates Inc 3
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 3
Polymer Capital Management (US) LLC 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
I.g. Investment Management, Ltd. 3
Rossby Financial, LCC 3
Quantessence Capital LLC 3
Castlekeep Investment Advisors Llc 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
Liberty Mutual Group Asset Management Inc. 3
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 3
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 3
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 3
FineMark National Bank & Trust 3
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 3
Private Advisor Group, LLC 3
Seven Eight Capital, Lp 3
Yakira Capital Management, Inc. 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 3
Affinity Investment Advisors, Llc 3
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
Gilpin Wealth Management, Llc 3
Ankerstar Wealth, LLC 3
Wbi Investments, Inc. 3
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 3
Dynamic Technology Lab Pte Ltd 3
Parkwood LLC 3
Mv Capital Management, Inc. 3
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 3
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 3
Harel Insurance Investments & Financial Services Ltd. 3
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 3
JNBA Financial Advisors 3
Reinhart Partners, Inc. 3
Smith Asset Management Group Lp 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
Sawgrass Asset Management Llc 3
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 3