Surety Insurance - 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
Ameriprise Financial Inc 18
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 17
Wells Fargo & Company/mn 16
Morgan Stanley 16
Deutsche Bank Ag\ 16
Goldman Sachs Group Inc 15
Citigroup Inc 15
Bank Of America Corp /de/ 15
Barclays Plc 15
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 15
Royal Bank Of Canada 15
Jefferies Group LLC 14
SG Americas Securities, LLC 14
Invesco Ltd. 14
Jpmorgan Chase & Co 14
Credit Suisse Ag/ 14
Highlander Capital Management, LLC 14
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 14
Bnp Paribas Arbitrage, Sa 13
Nomura Holdings Inc 13
BlackRock, Inc. 13
Aqr Capital Management Llc 13
UBS Group AG 13
Assured Investment Management LLC 13
Thrivent Financial For Lutherans 13
Victory Capital Management Inc 13
BlackRock Fund Advisors 13
Allianz Asset Management GmbH 13
Highbridge Capital Management Llc 12
Creative Planning 12
Price T Rowe Associates Inc /md/ 12
Manufacturers Life Insurance Company, The 12
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 12
Pnc Financial Services Group, Inc. 12
IFP Advisors, Inc 12
BlackRock Advisors LLC 12
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 12
Bank of New York Mellon Corp 12
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 12
BlackRock Group LTD 12
Hudson Bay Capital Management LP 12
Fmr Llc 12
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 11
Verition Fund Management LLC 11
Susquehanna International Group, Llp 11
Citadel Advisors Llc 11
Steward Partners Investment Advisory, Llc 11
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 11
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 11
MetLife Securities, Inc 11
Magnetar Financial LLC 11
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 11
State Street Corp 11
Paloma Partners Management Co 11
Mackenzie Financial Corp 11
Janney Montgomery Scott LLC 11
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 11
Putnam Investments Llc 11
Credit Agricole S A 11
Pacer Advisors, Inc. 11
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 11
National Asset Management, Inc. 11
BlackRock Investment Management, LLC 11
Ladenburg Thalmann Financial Services Inc 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
Huntington National Bank 10
Ubs Ag 10
LPL Financial LLC 10
Dimensional Fund Advisors Lp 10
Tower Research Capital LLC (TRC) 10
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 10
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 10
Proequities, Inc. 10
Wellington Management Group Llp 10
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 10
California Public Employees Retirement System 10
Advisor Group Holdings, Inc. 10
Css Llc/il 10
Northern Trust Corp 10
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 10
Ubs Asset Management Americas Inc 10
PEAK6 Investments, L.P. 10
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 10
Vanguard Capital Management Llc 10
Northwestern Mutual Wealth Management Co 10
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 10
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 10
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 10
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 10
Millennium Management Llc 10
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 10
Loomis Sayles & Co L P 10
BlackRock Institutional Trust Company, N.A. 10
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 10
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 10
Schroder Investment Management Group 10
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 10
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 10
Sterling Capital Management LLC 10
Lord, Abbett & Co. Llc 10
Bessemer Group Inc 10
New York State Common Retirement Fund 10
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 10
Cwm, Llc 10
Bank Of Montreal /can/ 10
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 10
Parametric Portfolio Associates Llc 10
Oppenheimer Funds Inc 10
Glenmede Trust Co Na 10
Simplex Trading, Llc 10
Russell Investments Group, Ltd. 10
Managed Account Advisors Llc 10
Macquarie Group Ltd 10
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 10
Vanguard World Fund 10
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 9
Ergoteles LLC 9
O'shaughnessy Asset Management, Llc 9
Tiaa Cref Investment Management Llc 9
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 9
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 9
Vanguard Portfolio Management Llc 9
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 9
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 9
Rhumbline Advisers 9
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 9
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 9
BNP Paribas Asset Management Holding S.A. 9
Jane Street Group, Llc 9
First Trust Advisors Lp 9
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 9
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 9
Geode Capital Management, Llc 9
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 9
PEAK6 Investments LLC 9
Skopos Labs, Inc. 9
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 9
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 9
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 9
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 9
State Board Of Administration Of Florida Retirement System 9
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 9
Acadian Asset Management Llc 9
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 9
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 9
Point72 Hong Kong Ltd 9
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 9
Umb Bank N A/mo 9
Legal & General Group Plc 9
Peak6 Llc 9
Weiss Asset Management LP 9
MetLife Investment Management, LLC 9
TCI Wealth Advisors, Inc. 9
Public Employees Retirement System Of Ohio 9
Principal Funds Inc 9
Parallel Advisors, LLC 9
Nuveen Asset Management, LLC 9
Hrt Financial Lp 9
Group One Trading, L.p. 9
Systematic Financial Management Lp 9
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 9
Two Sigma Advisers, Lp 9
State of Tennessee, Treasury Department 9
A.R.T. Advisors, LLC 9
Graham Capital Management, L.P. 9
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 9
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 9
Jacobs Levy Equity Management, Inc 9
Allspring Global Investments Holdings, LLC 9
Point72 Middle East FZE 9
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 9
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 9
Prudential Financial Inc 9
Hsbc Holdings Plc 9
Smartleaf Asset Management LLC 9
Jump Financial, LLC 9
Walleye Capital LLC 9
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 9
Eaton Vance Management 9
Amalgamated Bank 9
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 9
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 9
Ellington Management Group Llc 9
Stevens Capital Management Lp 9
Calamos Advisors LLC 9
ProShare Advisors LLC 9
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 9
Caxton Associates Lp 9
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 9
Stifel Financial Corp 9
IWV - iSHARES TRUST - iShares Russell 3000 ETF 9
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 9
Charles Schwab Investment Management Inc 9
Symphony Asset Management Llc 9
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 9
Vanguard Group Inc 9
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 9
Cutler Group LP 9
Strs Ohio 9
Metropolitan Life Insurance Co/ny 9
American Century Companies Inc 9
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 9
Quadrature Capital Ltd 9
American International Group, Inc. 9
Parallax Volatility Advisers, L.P. 9
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 9
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 9
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 9
Captrust Financial Advisors 9
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 9
State of New Jersey Common Pension Fund D 9
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 9
Numeric Investors Llc 9
Walleye Trading LLC 9
Federated Hermes, Inc. 9
Lazard Asset Management Llc 9
GAMMA Investing LLC 9
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 9
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 9
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 9
Grantham, Mayo, Van Otterloo & Co. LLC 9
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 9
Centiva Capital, LP 9
Envestnet Asset Management Inc 9
Emerald Acquisition Ltd. 9
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 9
Royce & Associates Lp 9
Vanguard Index Funds 9
Advisor Group, Inc. 9
BlueCrest Capital Management Ltd 9
Voya Investment Management Llc 9
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 9
Guggenheim Capital Llc 9
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 9
Susquehanna Fundamental Investments, Llc 9
Sei Investments Co 9
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 9
Us Bancorp \de\ 9
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 9
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 9
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 9
Versant Capital Management, Inc 9
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 9
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 9
Mirae Asset Global Investments Co., Ltd. 9
Kcg Holdings, Inc. 9
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 9
SRS Capital Advisors, Inc. 9
Los Angeles Capital Management Llc 9
Bogle Investment Management L P /de/ 9
Suntrust Banks Inc 9
Marshall Wace, Llp 9
Canada Pension Plan Investment Board 9
QS Investors, LLC 9
GIMFX - GMO TRUST - GMO Implementation Fund 9
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 9
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 9
Clearbridge Investments, LLC 9
Nationwide Fund Advisors 9
Wolverine Asset Management Llc 9
HighTower Advisors, LLC 9
Principal Financial Group Inc 9
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 9
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 9
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 9
Panagora Asset Management Inc 9
Norges Bank 9
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 9
Quadrant Capital Group Llc 9
Mirabella Financial Services Llp 9
D. E. Shaw & Co., Inc. 9
Versor Investments LP 9
Piedmont Investment Advisors Llc 9
Nicholas Investment Partners, LP 9
Fuller & Thaler Asset Management, Inc. 9
Fifth Third Bancorp 9
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 9
California State Teachers Retirement System 9
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 9
Marshall Wace North America L.P. 9
Meeder Asset Management Inc 9
Squarepoint Ops LLC 9
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 9
Renaissance Technologies Llc 9
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 9
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 9
Mackay Shields Llc 9
GWM Advisors LLC 9
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 9
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 9
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 9
Russell Frank Co/ 9
Brandywine Global Investment Management, LLC 9
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 9
Teachers Advisors, Llc 9
Boothbay Fund Management, Llc 9
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 9
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 9
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 9
Quantitative Systematic Strategies LLC 9
Hotchkis & Wiley Capital Management Llc 9
AMP Capital Investors Ltd 9
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 9
Two Sigma Investments, Lp 9
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 9
Lindbrook Capital, Llc 9
Gsa Capital Partners Llp 9
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 9
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 9
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 9
Visium Asset Management, LP 8
Cambridge Investment Research Advisors, Inc. 8
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 8
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 8
CIBC Private Wealth Group, LLC 8
Virginia Retirement Systems Et Al 8
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 8
ClariVest Asset Management LLC 8
Y-Intercept (Hong Kong) Ltd 8
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 8
Quantbot Technologies LP 8
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 8
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 8
SBI Securities Co., Ltd. 8
Advent Capital Management /de/ 8
Nuveen, LLC 8
Fox Run Management, L.l.c. 8
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 8
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 8
Aquatic Capital Management LLC 8
Man Group plc 8
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 8
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 8
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 8
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 8
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 8
Occudo Quantitative Strategies Lp 8
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 8
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 8
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 8
Teacher Retirement System Of Texas 8
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 8
Covestor Ltd 8
Neuberger Berman Group LLC 8
CoreCap Advisors, LLC 8
Nordea Investment Management Ab 8
Mercer Global Advisors Inc /adv 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 8
Alliancebernstein L.p. 8
State of Wyoming 8
EverSource Wealth Advisors, LLC 8
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 8
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 8
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 8
New York State Teachers Retirement System 8
Signaturefd, Llc 8
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 8
Vantagepoint Funds 8
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 8
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 8
MAI Capital Management 8
Nine Chapters Capital Management LLC 8
Bayesian Capital Management, LP 8
Comerica Bank 8
Optiver Holding B.V. 8
XTX Topco Ltd 8
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 8
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 8
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 8
Pathstone Family Office, Llc 8
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 8
Zurcher Kantonalbank (Zurich Cantonalbank) 8
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 8
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8
Goldentree Asset Management Lp 8
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 8
Global Retirement Partners, LLC 8
Balyasny Asset Management Llc 8
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 8
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 8
Engineers Gate Manager LP 8
State Farm Variable Product Trust 8
State Farm Mutual Fund Trust 8
Counterpoint Mutual Funds LLC 8
Parkside Financial Bank & Trust 8
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 8
NEXT Financial Group, Inc 8
First Mercantile Trust Co 8
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 8
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 8
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 8
Wolverine Trading, Llc 8
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 8
Dynamic Technology Lab Private Ltd 8
Chicago Equity Partners Llc 8
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 8
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 8
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 8
Profunds - Profund Vp Oil & Gas 8
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 8
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 8
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 8
Private Trust Co Na 8
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 8
Ontario Teachers Pension Plan Board 8
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 8
Empowered Funds, LLC 8
Cerity Partners LLC 8
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 8
College Retirement Equities Fund 8
Tiaa-cref Funds 8
Capstone Investment Advisors, Llc 8
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 8
Connor, Clark & Lunn Investment Management Ltd. 8
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 8
United Services Automobile Association 8
Fortitude Family Office, LLC 8
MUFG Americas Holdings Corp 8
Point72 Asset Management, L.P. 8
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 8
Franklin Resources Inc 8
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 8
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 8
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 8
Sofos Investments, Inc. 8
Advisors Asset Management, Inc. 8
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 8
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 8
Schonfeld Strategic Advisors LLC 8
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 8
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 8
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 8
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 8
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 8
United Capital Financial Advisers, Llc 8
HAP Trading, LLC 8
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 8
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 8
Brown Brothers Harriman & Co 8
Tudor Investment Corp Et Al 8
Glassman Wealth Services 8
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 8
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 8
Vanguard Global Advisers, LLC 8
PDT Partners, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 8
Principal Securities, Inc. 8
Martingale Asset Management L P 8
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 8
Raymond James Financial Inc 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 8
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 8
Trexquant Investment LP 8
Point72 Asia (Singapore) Pte. Ltd. 8
Alphacrest Capital Management Llc 8
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 8
NOSGX - Northern Funds - Northern Small Cap Value Fund 8
Cubist Systematic Strategies, LLC 8
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 8
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 8
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 8
Advisory Services Network, LLC 8
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 8
Janus Henderson Group Plc 8
Virtu Financial LLC 8
Tfs Capital Investment Trust 8
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 8
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 8
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 8
KBC Group NV 8
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 8
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 8
Brevan Howard Capital Management LP 8
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 8
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 8
ClearAlpha Technologies LP 8
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 8
Acrospire Investment Management LLC 8
Penserra Capital Management LLC 8
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 8
Public Sector Pension Investment Board 8
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 8
Picton Mahoney Asset Management 8
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 8
Qube Research & Technologies Ltd 8
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 8
Vanguard Fiduciary Trust Co 8
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 8
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 8
Farther Finance Advisors, LLC 8
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 8
DiNuzzo Private Wealth, Inc. 8
Caisse De Depot Et Placement Du Quebec 8
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 8
Swiss National Bank 8
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 8
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 8
Truist Financial Corp 8
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 8
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 8
State Of Wisconsin Investment Board 8
Caitong International Asset Management Co., Ltd 8
Cornerstone Capital Management Holdings Llc. 8
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 8
First Horizon Advisors, Inc. 8
Hillsdale Investment Management Inc. 8
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 8
Interval Partners, LP 8
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 8
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 8
M&t Bank Corp 8
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 8
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 8
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 8
VDAFX - VALIC Co I - Dynamic Allocation Fund 8
Algert Global Llc 8
Deere & Co 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 8
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 8
Point72 (DIFC) Ltd 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 8
Essential Partners LLC 8
Mariner, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 8
Stone Ridge Asset Management LLC 8
Raymond James & Associates 8
Police & Firemen's Retirement System of New Jersey 8
Arrowstreet Capital, Limited Partnership 8
Aigen Investment Management, Lp 8
Root Financial Partners, LLC 8
Weld Capital Management Llc 8
Gargoyle Investment Advisor L.L.C. 8
Assetmark, Inc 8
Prelude Capital Management, Llc 8
Corebridge Financial, Inc. 8
AHL Partners LLP 8
Winton Capital Group Ltd 8
Laurion Capital Management LP 8
Analytic Investors, LLC 8
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 8
Quantinno Capital Management LP 8
Toronto Dominion Bank 8
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 8
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 8
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 8
Cresset Asset Management, LLC 8
ExodusPoint Capital Management, LP 8
Ensign Peak Advisors, Inc 8
Landscape Capital Management, L.l.c. 8
Jefferies Financial Group Inc. 8
True Wealth Design, LLC 8
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 8
NumerixS Investment Technologies Inc 8
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 8
Inceptionr Llc 8
Allworth Financial LP 8
Voloridge Investment Management, Llc 8
Rockefeller Capital Management L.P. 8
Quarry LP 8
Wealthspire Advisors, LLC 8
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 8
Farmers & Merchants Investments Inc 8
Tfs Capital Llc 8
Convergence Investment Partners, LLC 8
Airain ltd 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 8
Mitsubishi UFJ Trust & Banking Corp 8
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 8
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 8
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 8
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 8
Manchester Capital Management LLC 8
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 8
Arizona State Retirement System 8
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 8
Rothschild Investment Llc 8
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 8
Intech Investment Management Llc 8
Wealthspire Advisors, L.P. 8
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 8
Healthcare Of Ontario Pension Plan Trust Fund 8
Nisa Investment Advisors, Llc 8
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 8
Massmutual Trust Co Fsb/adv 8
Aperio Group, LLC 8
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 7
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 7
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 7
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 7
Clear Street Markets Llc 7
DekaBank Deutsche Girozentrale 7
RidgeWorth Capital Management LLC 7
FNY Managed Accounts LLC 7
Ssi Investment Management Llc 7
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 7
FORA Capital, LLC 7
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 7
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 7
Hartford Mutual Funds Inc/ct 7
Klp Kapitalforvaltning As 7
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 7
Alpine Global Management, LLC 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 7
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 7
Philadelphia Financial Management of San Francisco, LLC 7
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 7
Federation des caisses Desjardins du Quebec 7
Hbk Investments L P 7
C M Bidwell & Associates Ltd 7
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 7
BlackRock Japan Co. Ltd 7
Quinn Opportunity Partners LLC 7
Teza Capital Management LLC 7
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 7
Crossmark Global Holdings, Inc. 7
Raymond James Financial Services Advisors, Inc. 7
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 7
Hartland & Co., LLC 7
Catalyst Funds Management Pty Ltd 7
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 7
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 7
Avantax Planning Partners, Inc. 7
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 7
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 7
Jupiter Asset Management Ltd 7
Jackson Creek Investment Advisors LLC 7
Xact Kapitalforvaltning AB 7
Innealta Capital, Llc 7
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 7
Globeflex Capital L P 7
Mutual Of America Capital Management Llc 7
State of Alaska, Department of Revenue 7
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 7
New York Life Investment Management Llc 7
Whittier Trust Co 7
Nebula Research & Development LLC 7
Nomura Asset Management Co Ltd 7
Colony Group, LLC 7
Oaktree Capital Management Lp 7
Lighthouse Investment Partners, LLC 7
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 7
nVerses Capital, LLC 7
Coldstream Capital Management Inc 7
Hexagon Capital Partners LLC 7
Robeco Institutional Asset Management B.V. 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
Portolan Capital Management, LLC 7
DRW Securities, LLC 7
Voleon Capital Management Lp 7
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 7
Pinz Capital Management, LP 7
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 7
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 7
Wealthcare Advisory Partners LLC 7
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 7
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 7
SummitTX Capital, L.P. 7
Aviva Plc 7
Petrus Trust Company, LTA 7
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 7
Maverick Capital Ltd 7
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 7
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
Ajo, Lp 7
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 7
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 7
APG Asset Management N.V. 7
Natixis Advisors, L.p. 7
Mount Yale Investment Advisors, LLC 7
Entropy Technologies, LP 7
Dark Forest Capital Management Lp 7
Capital Fund Management S.a. 7
Hantz Financial Services, Inc. 7
Ameritas Investment Partners, Inc. 7
Alberta Investment Management Corp 7
Bridgefront Capital, LLC 7
Oregon Public Employees Retirement Fund 7
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 7
Great West Life Assurance Co /can/ 7
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 7
American Portfolios Advisors 7
Handelsbanken Fonder AB 7
Bailard, Inc. 7
First Hawaiian Bank 7
Texas Permanent School Fund 7
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 7
Vermillion Wealth Management, Inc. 7
Campbell & CO Investment Adviser LLC 7
Absolute Return Capital, LLC 7
Diversified Trust Co 7
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 7
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 7
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 7
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 7
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 7
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 7
JPL Wealth Management, LLC 7
FIL Ltd 7
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 7
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 7
Bell Investment Advisors, Inc 7
Alps Advisors Inc 7
Rydex Etf Trust 7
Tibra Equities Europe Ltd 7
James Investment Research Inc 7
Axa S.a. 7
Pearl River Capital, LLC 7
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 7
Cipher Capital LP 7
Td Private Client Wealth Llc 7
Horizon Investments, LLC 7
Old Mutual Global Investors (UK) Ltd. 7
Spot Trading L.L.C 7
Gotham Asset Management, LLC 7
Capital Advisors, Ltd. LLC 7
EntryPoint Capital, LLC 7
Dupont Capital Management Corp 7
Amundi 7
CI Private Wealth, LLC 7
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 7
SageView Advisory Group, LLC 7
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 7
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 7
Palisade Capital Management Llc/nj 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 7
Advanced Series Trust - Ast Small-cap Growth Portfolio 7
Geneos Wealth Management Inc. 7
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 7
Oxford Asset Management Llp 7
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 7
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 7
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 7
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 7
FLDFX - Meeder Funds - BALANCED FUND Retail Class 7
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 7
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 7
Invictus RG 7
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 7
GLG Partners LP 7
Evergreen Capital Management Llc 7
Caption Management, LLC 7
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 7
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 7
Salomon & Ludwin, LLC 7
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 7
Natixis 7
Mason Street Advisors, Llc 7
Princeton Alpha Management LP 7
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 7
Orion Portfolio Solutions, LLC 7
Cornercap Investment Counsel Inc 7
Cornerstone Planning Group LLC 7
Vanguard Horizon Funds 7
Usaa Etf Trust 7
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 7
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 7
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 7
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 7
First Quadrant L P/ca 7
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 7
Pathstone Holdings, LLC 7
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 7
Headlands Technologies LLC 7
Wipfli Financial Advisors Llc, 7
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 7
South Dakota Investment Council 7
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 7
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 7
Louisiana State Employees Retirement System 7
IMC-Chicago, LLC 7
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 7
Toroso Investments, LLC 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 7
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 7
SECOR Capital Advisors, LP 7
Capital Performance Advisors Llp 7
Two Sigma Securities, Llc 7
Amalgamated Financial Corp. 7
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 7
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 7
Yousif Capital Management, Llc 7
Lsv Asset Management 7
Blueshift Asset Management, LLC 7
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 7
Exchange Traded Concepts, Llc 7
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 7
NSGRX - Northern Funds - Northern Small Cap Core Fund 7
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 7
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 7
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 7
Private Advisor Group, LLC 7
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 7
Sowell Financial Services LLC 7
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7
People's United Financial, Inc. 7
Assenagon Asset Management S.A. 7
EJF Capital LLC 7
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 7
Seven Eight Capital, Lp 7
Summit Trail Advisors, Llc 7
PENN SERIES FUNDS INC - International Equity Fund 7
Teachers Retirement System Of The State Of Kentucky 7
Oppenheimer Etf Trust 7
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 7
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 7
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 7
Cibc World Markets Corp 7
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 7
Transamerica Financial Advisors, Inc. 7
New England Securities Corp /MA/ 7
Ieq Capital, Llc 7
Larson Financial Group LLC 7
Prestige Wealth Management Group LLC 7
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 7
Rialto Wealth Management, LLC 6
Twin Peaks Wealth Advisors, LLC 6
Invictus RG Pte. Ltd. 6
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 6
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 6
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 6
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 6
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 6
Harbor Investment Advisory, Llc 6
361 Capital Llc 6
Skandinaviska Enskilda Banken AB (publ) 6
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 6
Edgestream Partners, L.P. 6
Jones Financial Companies Lllp 6
Diametric Capital, LP 6
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 6
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 6
Ellevest, Inc. 6
Allstate Corp 6
Sciencast Management LP 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
Mml Investors Services, Llc 6
Associated Banc-corp 6
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 6
Profunds - Profund Vp Small-cap 6
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 6
Colony Group Llc 6
Capula Management Ltd 6
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 6
USA Financial Portformulas Corp 6
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 6
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 6
Profunds - Profund Vp Ultrasmall-cap 6
Bank Of Nova Scotia 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 6
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 6
SAC Capital Advisors LP 6
Claymore Exchange-traded Fund Trust 6
Weiss Multi-Strategy Advisers LLC 6
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 6
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 6
BlueCrest Capital Management LLP 6
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 6
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 6
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 6
Qs Batterymarch Financial Management, Inc 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 6
VCSVX - VALIC Co II - Small Cap Value Fund 6
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 6
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 6
Hartford Investment Management Co 6
Elite Wealth Management, Inc. 6
Private Wealth Management Group, LLC 6
Van Eck Associates Corp 6
VCSLX - VALIC Co I - Small Cap Index Fund 6
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6
Td Asset Management Inc 6
Tfo-tdc, Llc 6
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 6
King Street Capital Management, L.p. 6
BDO Wealth Advisors, LLC 6
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
Flagship Harbor Advisors, Llc 6
Summit Global Investments 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
EAM Investors, LLC 6
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 6
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 6
NSIDX - Northern Funds - Northern Small Cap Index Fund 6
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 6
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 6
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 6
AHIVX - American Century Investment Trust - High Income Fund Investor Class 6
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 6
Pictet Asset Management Holding SA 6
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 6
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 6
CWM Advisors, LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 6
Chartwell Investment Partners, Llc 6
Barrow Hanley Mewhinney & Strauss Llc 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
Sound Income Strategies, LLC 6
Advanced Series Trust - Ast Small-cap Value Portfolio 6
Berman Capital Advisors, LLC 6
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 6
Holocene Advisors, LP 6
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 6
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 6
Sutton Wealth Advisors Inc. 6
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 6
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 6
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 6
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 6
Seizert Capital Partners, Llc 6
WealthCollab, LLC 6
FJ Capital Management LLC 6
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 6
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 6
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 6
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 6
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 6
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 6
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 6
Jfs Wealth Advisors, Llc 6
Merit Financial Group, LLC 6
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 6
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 6
Duality Advisers, Lp 6
Bridgewater Associates, LP 6
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 6
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 6
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 6
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 6
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 6
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 6
E. Ohman J:or Asset Management AB 6
Global X Funds 6
Pine River Capital Management L.P. 6
Gradient Investments LLC 6
Ameritas Investment Corp 6
Apollo Management Holdings, L.P. 6
Pnc Funds 6
Wealthcare Capital Management Llc 6
ORG Partners LLC 6
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 6
Jump Trading, LLC 6
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
VANGUARD ASSET MANAGEMENT, Ltd 6
Financial Gravity Companies, Inc. 6
Neo Ivy Capital Management 6
Bay Harbor Wealth Management, LLC 6
Oppenheimer Global Multi Strategies Fund 6
Pinnacle Wealth Planning Services, Inc. 6
Zacks Investment Management 6
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 6
Shelton Capital Management 6
Profund Advisors Llc 6
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 6
Atom Investors LP 6
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 6
CIBC Asset Management Inc 6
Sherbrooke Park Advisers Llc 6
Asset Management One Co., Ltd. 6
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 6
ISAM Funds (UK) Ltd 6
Axq Capital, Lp 6
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 6
Eqis Capital Management, Inc. 6
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 6
Hennessy Advisors Inc 6
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 6
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 6
FNY Investment Advisers, LLC 6
HFM Investment Advisors, LLC 6
Vanguard Investments Australia, Ltd. 6
Shell Asset Management Co 6
Ronald Blue Trust, Inc. 6
GAM Holding AG 6
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 6
Royce Value Trust Inc 6
Private Capital Group, LLC 6
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 6
GHP Investment Advisors, Inc. 6
Quantitative Investment Management, LLC 6
Vise Technologies, Inc. 6
Commonwealth Equity Services, Inc 6
WPG Advisers, LLC 6
Keating Financial Advisory Services, Inc. 6
Thompson Davis & Co., Inc. 6
Cloud Capital Management, LLC 6
EBI - RBB Fund Trust - Longview Advantage ETF 6
World Asset Management Inc 6
Marquette Asset Management, LLC 6
Corton Capital Inc. 6
Capital Research Global Investors 6
CIBC World Markets Inc. 6
SJS Investment Consulting Inc. 6
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
Harbor Capital Advisors, Inc. 6
Steward Financial Group LLC 6
Bridgeway Capital Management Inc 6
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 6
RBF Capital, LLC 6
Schubert & Co 6
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 6
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 6
Linden Advisors Lp 6
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 6
Hutchin Hill Capital, LP 6
PineBridge Investments, L.P. 6
AdvisorNet Financial, Inc 6
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 6
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 6
NorthCoast Asset Management LLC 6
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 6
Oppenheimer & Co Inc 6
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 6
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 6
MUFG Securities EMEA plc 6
Public Employees Retirement Association Of Colorado 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
VVSCX - VALIC Co I - Small Cap Value Fund 6
D.a. Davidson & Co. 6
Hanseatic Management Services Inc 6
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 6
Harbour Investments, Inc. 6
Spire Wealth Management 6
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 6
111 Capital 6
Sanctuary Advisors, LLC 6
Kilter Group LLC 6
Wealth Enhancement Advisory Services, Llc 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
Atria Investments Llc 6
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 6
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 6
Vantage Consulting Group Inc 6
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 6
Carroll Financial Associates, Inc. 6
Discovery Capital Management, Llc / Ct 6
Arden Investment Series Trust 6
Universal- Beteiligungs- und Servicegesellschaft mbH 6
Denali Advisors Llc 6
Maryland State Retirement & Pension System 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 6
Hemington Wealth Management 6
Prescott Group Capital Management, L.l.c. 6
Quest Partners LLC 6
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 6
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 6
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 6
Sawtooth Solutions, LLC 6
Ci Investments Inc. 6
Avion Wealth 6
Shepherd Kaplan Krochuk, Llc 6
Cordant, Inc. 6
Freestone Grove Partners LP 6
Capital Returns Management, LLC 6
Danske Bank A/s 6
Bowling Portfolio Management LLC 6
Gladius Capital Management LP 6
First Horizon Corp 6
Sonora Investment Management, LLC 6
LS Investment Advisors, LLC 6
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 6
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 6
Karp Capital Management Corp 6
Synovus Financial Corp 6
UMA Financial Services, Inc. 6
Stratos Wealth Partners, LTD. 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
Vident Investment Advisory, LLC 6
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 6
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 6
Integrated Wealth Management 6
Xponance, Inc. 6
Clinton Group Inc 6
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 6
Sunbelt Securities, Inc. 6
Boston Partners 6
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 6
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 6
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 6
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
Rossby Financial, LCC 6
FineMark National Bank & Trust 6
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 6
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 6
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 6
Pictet Asset Management Sa 6
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 6
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 6
Polymer Capital Management (US) LLC 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
Sequoia Financial Advisors, LLC 6
Zebra Capital Management LLC 6
Dynamic Technology Lab Pte Ltd 6
Disciplined Investments, LLC 6
Vanguard Whitehall Funds 6
Seawolf Capital, LLC 6
JustInvest LLC 6
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
Moore Capital Management, Lp 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
Kohlberg Kravis Roberts & Co. L.P. 6
First Manhattan Co 6
Ubs Oconnor Llc 6
CENTRAL TRUST Co 6
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 6
FDx Advisors, Inc. 6
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 6
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 6
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 6
SLPIX - Profunds - Small-cap Profund Investor Class 6
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 6
Asset Dedication, LLC 6
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 6
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 6
CVA Family Office, LLC 6
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 6
Jain Global LLC 6
Tradeworx Inc. 6
Gideon Capital Advisors, Inc. 6
Twinbeech Capital Lp 6
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 6
Massachusetts Financial Services Co /ma/ 6
Curio Wealth, Llc 6
Hughes Financial Services, LLC 6
Gyon Technologies Capital Management, LP 6
Aster Capital Management (DIFC) Ltd 6
Hancock Whitney Corp 6
Cetera Investment Advisers 6
Vestcor Inc 6
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 6
Citizens Financial Group Inc/ri 6
Rafferty Asset Management, LLC 6
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 6
Illinois Municipal Retirement Fund 6
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 6
Advisors Preferred, LLC 6
Parkworth Wealth Management, Inc. 6
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 5
Timber Hill LLC 5
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 5
Passport Capital, LLC 5
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 5
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 5
Calvert Investment Management, Inc. 5
Mckinley Capital Management Llc /delaware 5
Ramsey Quantitative Systems 5
Gryphon Financial Partners LLC 5
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
Jane Street Holding, LLC 5
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 5
Commonwealth Equity Services, Llc 5
Trustcore Financial Services, Llc 5
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 5
R Squared Ltd 5
RSSL - Global X Funds - Global X Russell 2000 ETF 5
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5
General Motors Investment Management Corp 5
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 5
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 5
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 5
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 5
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 5
Stephens Consulting, LLC 5
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 5
Dividend & Income Fund 5
Financial Architects, Inc 5
Soros Fund Management Llc 5
Everence Capital Management Inc 5
Cobalt Capital Management, Inc. 5
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 5
Leuthold Group, Llc 5
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 5
Afton Capital Management Llc 5
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 5
Paces Ferry Wealth Advisors, Llc 5
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 5
Alyeska Investment Group, L.P. 5
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
West Tower Group, LLC 5
ETRADE Capital Management LLC 5
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 5
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 5
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 5
GV Financial Advisors 5
Zeke Capital Advisors, Llc 5
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 5
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 5
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 5
STXK - EA Series Trust - Strive Small-Cap ETF 5
Glenmede Investment Management, LP 5
CAPROCK Group, Inc. 5
Barings Llc 5
Delaware Management Holdings, Inc. 5
Santa Fe Partners LLC 5
Bayforest Capital Ltd 5
Commonwealth Bank Of Australia 5
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 5
Pictet Asset Management Ltd 5
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 5
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
Zweig-DiMenna Associates LLC 5
Calamos Wealth Management LLC 5
Global Financial Private Client, LLC 5
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 5
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 5
Quantamental Technologies LLC 5
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 5
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 5
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 5
LRI Investments, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 5
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 5
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 5
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 5
Blair William & Co/il 5
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 5
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 5
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 5
Gts Securities Llc 5
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 5
Knight Capital Group, Inc. 5
Quantessence Capital LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 5
Ashton Thomas Private Wealth, LLC 5
Brinker Capital Investments, LLC 5
UniSuper Management Pty Ltd 5
BlueMar Capital Management, LLC 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 5
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 5
Checchi Capital Advisers, LLC 5
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 5
Cantab Capital Partners LLP 5
Gator Capital Management, LLC 5
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 5
Profunds - Profund Vp Financials 5
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 5
Keebeck Alpha, LP 5
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 5
LMR Partners LLP 5
Oppenheimer Variable Account Funds 5
Dunhill Financial, LLC 5
Ninety One UK Ltd 5
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 5
Lingohr & Partner Asset Management GmbH 5
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 5
Chicago Partners Investment Group LLC 5
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 5
Blackstone / Gso Strategic Credit Fund 5
Bare Financial Services, Inc 5
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 5
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 5
Legacy Wealth Managment, LLC/ID 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 5
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 5
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 5
IFC Holdings Incorporated/FL 5
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 5
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 5
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 5
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 5
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 5
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 5
First Eagle Investment Management, LLC 5
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 5
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 5
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 5
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 5
Arlington Trust Co LLC 5
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 5
Kingsview Wealth Management, LLC 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Vanguard Explorer Fund 5
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 5
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 5
Cornerstone Investment Partners, LLC 5
Advent Claymore Convertible Securities & Income Fund 5
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 5
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 5
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 5
Alliancebernstein Global High Income Fund Inc 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 5
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 5
CQS Cayman LP 5
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 5
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5
Annis Gardner Whiting Capital Advisors, LLC 5
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 5
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 5
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 5
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 5
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 5
Torren Management, LLC 5
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 5
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 5
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 5
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
Paulson & Co. Inc. 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 5
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 5
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 5
International Assets Investment Management, Llc 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
Key FInancial Inc 5
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 5
Measured Wealth Private Client Group, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 5
ACK Asset Management LLC 5
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 5
New Generation Advisors, Llc 5
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 5
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 5
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 5
Agf Investments Inc. 5
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 5
NN Investment Partners Holdings N.V. 5
Legacy Investment Solutions, LLC 5
Venturi Wealth Management, LLC 5
Element Capital Management Llc 5
Baird Financial Group, Inc. 5
Ground Swell Capital, LLC 5
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 5
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 5
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 5
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
Westside Investment Management, Inc. 5
Cigna Investments Inc /new 5
New Age Alpha Advisors, LLC 5
MARSHALL WACE ASIA Ltd 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 5
Fieldpoint Private Securities, LLC 5
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 5
Lido Advisors, LLC 5
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 5
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 5
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 5
Calamos Global Dynamic Income Fund 5
Calamos Dynamic Convertible & Income Fund 5
Archer Capital Management, L.P. 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 5
Maven Securities LTD 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 5
AdvisorShares Investments LLC 5
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 5
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 5
Capital Analysts, Inc. 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 5
Deerfield Management Company, L.p. (series C) 5
Wbi Investments, Inc. 5
Daiwa Securities Group Inc. 5
Maltese Capital Management Llc 5
PENN SERIES FUNDS INC - Small Cap Index Fund 5
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 5
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 5
CSat Investment Advisory, L.P. 5
Csenge Advisory Group 5
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 5
Cambria Investment Management, L.P. 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5
Rubric Capital Management LP 5
Janney Capital Management LLC 5
Belpointe Asset Management LLC 5
Rsm Us Wealth Management Llc 5
AGF Investments LLC 5
Eidelman Virant Capital 5
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 5
Cerebellum GP, LLC 5
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 5
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 5
New Vernon Investment Management Llc 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
Erste Asset Management GmbH 5
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 5
Etf Managers Group, Llc 5
Elyxium Wealth, LLC 5
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 5
Northern Trust Co Of Connecticut 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
Cambridge Trust Co 5
Kepos Capital LP 5
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 5
UYG - PROSHARES TRUST - ProShares Ultra Financials 5
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 5
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 5
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 5
Hussman Strategic Advisors, Inc. 5
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 5
Inscription Capital, LLC 5
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 5
Anchorage Capital Group, L.L.C. 5
Mather Group, Llc. 5
Savant Capital, LLC 5
Old Mutual Customised Solutions (proprietary) Ltd 5
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 5
Alpine Woods Capital Investors, Llc 5
Eagle Asset Management Inc 5
Virginia Retirement System 5
VCBDX - VALIC Co I - Core Bond Fund 5
Global X Management CO LLC 5
Brookfield Asset Management Inc. 5
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 5
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 5
IYF - iSHARES TRUST - iShares U.S. Financials ETF 5
John Hancock Hedged Equity & Income Fund 5
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 5
Smallcap World Fund Inc 5
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 5
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 5
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 5
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 5
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 5
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 5
Legg Mason Asset Management (Japan) Co., Ltd. 5
NFC Investments, LLC 5
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 5
Kemnay Advisory Services Inc. 5
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 5
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 5
Pallas Capital Advisors LLC 5
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 5
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 5
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 5
Lombard Odier Asset Management (USA) Corp 5
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 5
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 5
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
Guardian Wealth Advisors, LLC 5
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 5
Cnh Partners Llc 5
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 5
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 5
Shay Capital LLC 5
Cetera Advisor Networks LLC 5
Guggenheim Active Allocation Fund 5
DGS Capital Management, LLC 5
Integral Derivatives, LLC 5
Breton Hill Capital Ltd. 5
Miller Value Partners, Llc 5
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 5
QCVAX - Clearwater Investment Trust - Clearwater International Fund 5
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 5
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 5
Tcw Group Inc 5
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 5
Evolve Private Wealth, Llc 5
Buckingham Strategic Partners 5
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 5
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 5
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 5
Proficio Capital Partners LLC 5
Howe & Rusling Inc 5
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 5
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 5
Financial Consulate, Inc 5
Kore Private Wealth LLC 5
Whitebox Advisors Llc 5
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 5
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 5
Cornerstone Advisors, Inc. 5
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 5
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 5
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 5
Boston Advisors Llc 5
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 5
Seacrest Wealth Management, Llc 5
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 5
National Bank Of Canada /fi/ 5
Whittier Trust Co Of Nevada Inc 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
Forum Financial Management, LP 5
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 5
Capstone Asset Management Co 5
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 5
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 5
MBOVX - M FUND INC - M Large Cap Value Fund 5
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 5
Quent Capital, LLC 5
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 5
Veriti Management LLC 5
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 5
CBOE Vest Financial, LLC 5
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 5
Contravisory Investment Management, Inc. 5
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 5
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 5
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 5
Clear Harbor Asset Management, LLC 5
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 5
Wedge Capital Management L L P/nc 5
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 5
Munder Capital Management 5
Regions Financial Corp 5
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 5
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 5
Bokf, Na 5
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 5
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 5
Sumitomo Mitsui Trust Holdings, Inc. 5
IWM - iSHARES TRUST - iShares Russell 2000 ETF 5
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 5
First New York Securities Llc /ny 5
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 5
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 4
Elo Mutual Pension Insurance Co 4
Integrated Wealth Concepts LLC 4
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 4
CX Institutional 4
Sachetta, LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 4
Brown Advisory Inc 4
Jennison Associates Llc 4
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 4
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 4
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 4
Kahn Brothers Group Inc /de/ 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 4
FinTrust Capital Advisors, LLC 4
Swiss Life Asset Management Ltd 4
O'Shares Investment Advisers, LLC 4
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
Pensionmark Financial Group, Llc 4
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 4
Western Wealth Management, LLC 4
Johnson Financial Group, Inc. 4
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 4
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 4
IAK - iSHARES TRUST - iShares U.S. Insurance ETF 4
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 4
Next Financial Holdings 4
Ancora Advisors, LLC 4
Golden State Wealth Management, LLC 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
Arden Trust Co 4
Leap Investments Lp 4
Gabelli Funds Llc 4
Smithfield Trust Co 4
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 4
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 4
Isi Strategy Fund Inc 4
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 4
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 4
Evoke Wealth, Llc 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 4
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 4
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
Bruce G. Allen Investments, LLC 4
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 4
IndexIQ Advisors LLC 4
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 4
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 4
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 4
Bartlett & Co. LLC 4
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 4
CIBC Bancorp USA Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 4
Stonebridge Capital Advisors LLC 4
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 4
Qrg Capital Management, Inc. 4
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 4
First Citizens Bank & Trust Co 4
Envestnet Portfolio Solutions, Inc. 4
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 4
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 4
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 4
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 4
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 4
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 4
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 4
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 4
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 4
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 4
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 4
Rehmann Capital Advisory Group 4
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 4
BRYN MAWR TRUST Co 4
Driehaus Capital Management Llc 4
Moneta Group Investment Advisors Llc 4
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 4
Clough Capital Partners L P 4
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 4
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 4
Zrc Wealth Management, Llc 4
Knightsbridge Asset Management, Llc 4
Advisors Capital Management, LLC 4
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 4
Taconic Capital Advisors LP 4
V-Square Quantitative Management LLC 4
STXV - EA Series Trust - Strive 1000 Value ETF 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
Key Colony Management, LLC 4
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 4
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 4
Legato Capital Management LLC 4
Prospera Financial Services Inc 4
Samlyn Capital, Llc 4
Register Financial Advisors LLC 4
River Road Asset Management, LLC 4
CarVal Investors, LP 4
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4
San Francisco Sentry Investment Group (ca) 4
Optima Capital Llc 4
Gemmer Asset Management LLC 4
Equitec Specialists, Llc 4
SYSTM Wealth Solutions LLC 4
Colonial Trust Co / SC 4
Sculptor Capital LP 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
Regentatlantic Capital Llc 4
ICA Group Wealth Management, LLC 4
Parametrica Management Ltd 4
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 4
Caxton Associates Llp 4
Garde Capital, Inc. 4
Thompson Siegel & Walmsley Llc 4
Morgens Waterfall Vintiadis & Co Inc 4
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 4
Waratah Capital Advisors Ltd. 4
Financial Management Professionals, Inc. 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
Emerald Mutual Fund Advisers Trust 4
Arbiter Partners Capital Management LLC 4
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 4
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 4
Enterprise Financial Services Corp 4
EHP Funds Inc. 4
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4
IMA Wealth, Inc. 4
Dorsey Wright & Associates 4
HB Wealth Management, LLC 4
Capital World Investors 4
Winslow, Evans & Crocker, Inc. 4
Tortoise Investment Management, LLC 4
Plante Moran Financial Advisors, LLC 4
MQS Management LLC 4
CenterBook Partners LP 4
Wexford Capital Lp 4
Metis Global Partners, LLC 4
VELA Investment Management, LLC 4
Bb&t Securities, Llc 4
NorthCrest Asset Manangement, LLC 4
ArrowMark Colorado Holdings LLC 4
NewSquare Capital LLC 4
Amici Capital, LLC 4
WealthTrust-Arizona, LLC 4
Keybank National Association/oh 4
Ing Groep Nv 4
Oak Thistle LLC 4
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 4
Marathon Asset Management Lp 4
Kamunting Street Capital Management, L.P. 4
Harvest Capital Strategies LLC 4
Clark Capital Management Group, Inc. 4
Glg Llc 4
TIG Advisors, LLC 4
FourThought Financial, LLC 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 4
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 4
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 4
Activest Wealth Management 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 4
Eagle Bay Advisors LLC 4
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 4
Highstreet Asset Management Inc. 4
Money Concepts Capital Corp 4
Cullen/frost Bankers, Inc. 4
NewEdge Wealth, LLC 4
Paragon Capital Management Ltd 4
AXS Investments LLC 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
Humankind Benefit Corp - Humankind US Stock ETF 4
Municipal Employees' Retirement System of Michigan 4
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 4
Eastern Bank 4
Delta Asset Management Llc/tn 4
Alpha Paradigm Partners, LLC 4
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 4
Opal Wealth Advisors, LLC 4
Benjamin F. Edwards & Company, Inc. 4
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 4
Brigade Capital Management, Lp 4
Aaron Wealth Advisors LLC 4
GoalVest Advisory LLC 4
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 4
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 4
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 4
EP Wealth Advisors, Inc. 4
Moors & Cabot, Inc. 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
Salem Investment Counselors Inc 4
Kingdon Capital Management, L.l.c. 4
Lasry Marc 4
Bluefin Capital Management, Llc 4
Caspian Capital Lp 4
Kestra Advisory Services, LLC 4
Fieldview Capital Management, LLC 4
Origin Asset Management LLP 4
Claren Road Asset Management, LLC 4
Beach Point Capital Management LP 4
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 4
Irish Life Investment Managers Ltd. 4
Utah Retirement Systems 4
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 4
Stephens Inc /ar/ 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
Belvedere Trading LLC 4
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 4
Candriam Luxembourg S.C.A. 4
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 4
RBB FUND, INC. - Adara Smaller Companies Fund 4
Livforsakringsbolaget Skandia, Omsesidigt 4
Cowen Group, Inc. 4
Koch Industries Inc 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
Crestline Management, LP 4
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 4
Family Management Corp 4
Kiwi Wealth Investments Limited Partnership 4
Piermont Capital Management LLC 4
Capital International Investors 4
Kennedy Capital Management, Inc. 4
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 4
Waddell & Reed Financial Inc 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
MBEQX - M FUND INC - M International Equity Fund 4
Brinker Capital Inc 4
Symphony Financial, Ltd. Co. 4
Glg Inc. 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 4
Talkot Capital, LLC 4
WealthPLAN Partners, LLC 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
JNBA Financial Advisors 4
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 4
Owl Creek Wealth Partners LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 4
Argent Advisors, Inc. 4
Overland Advisors, LLC 4
WFG Advisors, LP 4
Matarin Capital Management, LLC 4
Ethic Inc. 4
Insight Capital Research & Management Inc 4
Camden Capital, LLC 4
Catalyst Capital Advisors LLC 4
Waterstone Capital Management, L.P. 4
Cedar Mountain Advisors, LLC 4
Dynamic Capital Management Ltd 4
MKP Capital Management, L.L.C. 4
SG Capital Management LLC 4
Scoria Capital Partners LP 4
Whipplewood Advisors, LLC 4
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 4
Clearbridge, Llc 4
Twin Tree Management, LP 4
Tlp Group Llc 4
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 4
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
Bronson Point Management LLC 4
Bluefin Trading, LLC 4
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 4
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 4
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
Itau Unibanco Holding S.A. 4
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 4
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 4
Westpac Banking Corp 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
Schonfeld Group Holdings LLC 4
EverPoint Asset Management, LLC 4
Riverhead Capital Management Llc 4
Adirondack Research & Management Inc. 4
CWA Asset Management Group, LLC 4
Capital Growth Management Lp 4
Prudential Plc 4
Long Pond Capital, LP 4
Decade Capital Management Llc 4
Longboard Asset Management, LP 4
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 4
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 4
Saba Capital Management, L.P. 4
Wilmington Trust, National Association 4
Vaughan Nelson Investment Management, L.p. 4
Peregrine Capital Management Llc 4
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 4
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 4
Elkfork Partners LLC 4
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 4
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 4
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 4
Symmetry Partners, LLC 4
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 4
Harvest Fund Management Co., Ltd 4
Lee Financial Co 4
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 4
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 4
Gillson Capital LP 4
Point72 Europe (London) LLP 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
Meadow Creek Investment Management LLC 4
Almitas Capital LLC 4
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 4
Intrinsic Edge Capital Management LLC 4
Ritholtz Wealth Management 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 4
Donald Smith & Co., Inc. 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
Tsfg, Llc 4
Kayne Anderson Rudnick Investment Management Llc 4
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 4
Atlantic Trust, LLC 4
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 4
Compagnie Lombard Odier SCmA 4
Bogart Wealth, LLC 4
Valeo Financial Advisors, LLC 4
Long Focus Capital Management, Llc 4
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 4
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 4
Unison Advisors LLC 4
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 4
Hm Payson & Co 4
Frec Markets, Inc. 4
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 4
IBM Retirement Fund 4
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 4
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 4
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 4
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 4
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 4
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 4
Voya Global Advantage & Premium Opportunity Fund 4
Voya Global Equity Dividend & Premium Opportunity Fund 4
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 4
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 4
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 4
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 4
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 4
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 4
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 4
Cornerstone Financial Management LLC 4
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
SVPIX - Profunds - Small-cap Value Profund Investor Class 4
BKPIX - Profunds - Banks Ultrasector Profund Investor Class 4
SGPIX - Profunds - Small-cap Growth Profund Investor Class 4
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
Serengeti Asset Management LP 4
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 4
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 4
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 4
Wilbanks Smith & Thomas Asset Management Llc 4
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 4
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 4
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 4
Highline Wealth Partners Llc 4
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 4
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 4
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 4
Chilton Capital Management Llc 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 4
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 4
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 4
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
Blackstone / Gso Long-short Credit Income Fund 4
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 4
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 4
Gamco Investors, Inc. Et Al 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 4
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
TIMOTHY PLAN - Timothy Strategic Variable 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 4
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 4
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 4
American Funds Insurance Series 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 4
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 4
Great Lakes Advisors, Llc 4
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 4
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
Trust For Advisor Solutions 4
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 4
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 4
Transamerica Partners Portfolios 4
Transamerica Partners Funds Group Ii 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4
Transamerica Partners Funds Group 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 4
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 4
OMERS ADMINISTRATION Corp 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
Abound Wealth Management 4
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
Amundi Pioneer Asset Management Inc 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 4
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 4
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 4
HYLD - Exchange Listed Funds Trust - High Yield ETF 4
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 4
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 4
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 4
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 4
Menta Capital Llc 4
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 4
John Hancock Income Securities Trust 4
Employees Retirement System of Texas 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 4
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 4
Henshaw Capital LLC 4
First Republic Investment Management, Inc. 4
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 4
Kapitalo Investimentos Ltda 4
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 4
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 4
Jpmorgan Trust Iii 4
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 4
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 4
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 4
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 4
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 4
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 4
VMAX - Lattice Strategies Trust - Hartford US Value ETF 4
Clough Global Equity Fund 4
Clough Global Dividend & Income Fund 4
Clough Global Opportunities Fund 4
Ares Financial Consulting, LLC 4
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 4
Alpine Series Trust 4
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 4
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
Tcw Alternative Funds 4
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 4
Calamos Global Total Return Fund 4
Calamos Convertible Opportunities & Income Fund 4
Calamos Strategic Total Return Fund 4
Calamos Convertible & High Income Fund 4
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 4
Securian Asset Management, Inc 4
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 4
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 4
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
Eaton Vance Ltd Duration Income Fund 4
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 4
Profunds - Profund Vp Banks 4
Profunds - Profund Vp Small-cap Growth 4
Profunds - Profund Vp Small-cap Value 4
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 4
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 4
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4
MASTER BOND LLC - Master Total Return Portfolio 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
Underlying Funds Trust 4
Calton & Associates, Inc. 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 4
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 4
Crewe Advisors LLC 4
Redwood Investment Management, Llc 4
Sovarnum Capital L.p. 4
Scientech Research LLC 4
William Blair Investment Management, Llc 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
Prana Capital Management, LP 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 4
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 4
Harvest Group Wealth Management, Llc 4
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 4
Blackstone / Gso Floating Rate Enhanced Income Fund 4
Spring Creek Capital Llc 3
Meridian Wealth Partners, LLC 3
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 3
Washington Trust Bank 3
Chartwell Investment Partners/pa 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
Blackrock Corporate High Yield Fund, Inc. 3
Blackrock Ltd Duration Income Trust 3
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 3
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 3
Shapiro Robert N 3
Forum Funds 3
SpiderRock Trading LLC 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
Horan Securities, Inc. 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
denkapparat Operations GmbH 3
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 3
Verde Servicos Internacionais S.A. 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
WealthTrak Capital Management LLC 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
DW Partners, LP 3
Innovative Asset Advisors Group, LLC 3
UMPIX - Profunds - Ultramid-cap Profund Investor Class 3
Ausdal Financial Partners, Inc. 3
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
Integrated Quantitative Investments LLC 3
MDPIX - Profunds - Mid-cap Profund Investor Class 3
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 3
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 3
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 3
BI Asset Management Fondsmaeglerselskab A/S 3
Alaska Permanent Fund Corp 3
Ankerstar Wealth, LLC 3
Grove Bank & Trust 3
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 3
Pacitti Group Inc. 3
Munder Series Trust 3
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 3
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 3
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 3
Cozad Asset Management Inc 3
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 3
Cetera Advisors LLC 3
Lansdowne Partners Limited Partnership 3
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 3
Ziegler Capital Management, LLC 3
Eudaimonia Partners, LLC 3
Royal Fund Management, LLC 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
Rosenberg Matthew Hamilton 3
Caas Capital Management Lp 3
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 3
Mv Capital Management, Inc. 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
Boston Private Bank & Trust Co 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
Telemetry Investments, L.L.C. 3
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
AIEQ - ETF Managers Trust - AI Powered Equity ETF 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
Thornburg Investment Management Inc 3
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 3
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 3
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 3
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 3
Warren Averett Asset Management, LLC 3
Winmill & Co. Inc 3
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 3
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 3
Raging Capital Management, LLC 3
MISEX - Midas Series Trust - Midas Magic 3
Mraz, Amerine & Associates, Inc. 3
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 3
Kepos Capital LP 3
Riverloft Capital Management L.P. 3
Centerbridge Partners, L.P. 3
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 3
CR Intrinsic Investors, LLC 3
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
Proxima Capital Management, LLC 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 3
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 3
Rotella Capital Management, Inc. 3
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 3
Farringdon Capital, Ltd. 3
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 3
Navellier & Associates Inc 3
Oakworth Capital, Inc. 3
HITYX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Securitized Income Fund Class Y 3
Capital Guardian Trust Co 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 3
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 3
Atalanta Sosnoff Capital, Llc 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 3
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 3
Weaver C. Barksdale & Associates, Inc. 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
Koshinski Asset Management, Inc. 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
Senvest Management, LLC 3
Palisade Asset Management, LLC 3
Capital One, National Association 3
Bpv Family Of Funds 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
Six Circles Trust - Six Circles Global Bond Fund 3
Commerce Bank 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
Akin Thomas B 3
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 3
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 3
JBF Capital, Inc. 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
Burney Co/ 3
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 3
Stanley-Laman Group, Ltd. 3
Quantedge Capital Pte Ltd 3
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 3
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 3
Legg Mason Investment Trust 3
Blackstone / Gso Senior Floating Rate Term Fund 3
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 3
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 3
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 3
Paulson Wealth Management Inc. 3
KKR Credit Opportunities Portfolio 3
MCF Advisors LLC 3
Paradigm Asset Management Co Llc 3
Nuveen S&p 500 Dynamic Overwrite Fund 3
Carlson Capital L P 3
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 3
Planned Solutions, Inc. 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
Focused Wealth Management, Inc 3
Angelo Gordon & Co., L.p. 3
ACG Wealth 3
Founders Financial Alliance, LLC 3
PharVision Advisers, LLC 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
Scoggin Management Lp 3
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 3
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
Moody National Bank Trust Division 3
Old National Bancorp /in/ 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
Krilogy Financial LLC 3
Senator Investment Group LP 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
Baker Avenue Asset Management, LP 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Ellsworth Advisors, LLC 3
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
Trust Department Mb Financial Bank N A 3
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 3
Park Square Financial Group, LLC 3
GPS Wealth Strategies Group, LLC 3
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 3
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 3
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
Sage Rhino Capital Llc 3
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
Water Island Capital Llc 3
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 3
RWM Asset Management, LLC 3
Dakota Wealth Management 3
Silver Point Capital L.P. 3
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Webster Bank, N. A. 3
Fisher Asset Management, LLC 3
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 3
TCG Advisory Services, LLC 3
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 3
Dreman Value Management, L L C 3
Barnett & Company, Inc. 3
Liberty Wealth Management Llc 3
True Link Financial Advisors, LLC 3
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 3
Machina Capital S.a.s. 3
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 3
Interchange Capital Partners, LLC 3
Sageworth Trust Co 3
Tri-continental Corp 3
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 3
Chevy Chase Trust Holdings, Inc. 3
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 3
140 Summer Partners LP 3
Treasurer of the State of North Carolina 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
Keeley Asset Management Corp 3
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 3
Alpha Windward Llc 3
Wolf Hill Capital Management, LP 3
NinePointTwo Capital 3
Kowal Investment Group, LLC 3
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 3
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 3
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 3
VELA Funds - VELA Small Cap Fund Class I 3
Foundry Partners, LLC 3
DnB Asset Management AS 3
Sigma Planning Corp 3
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 3
Leavell Investment Management, Inc. 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
Cove Street Capital, LLC 3
Sonic Fund II, L.P. 3
Retirement Systems of Alabama 3
Endeavour Capital Advisors Inc 3
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 3
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 3
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 3
Nfj Investment Group, Llc 3
Sun Life Financial Inc 3
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 3
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
Triumph Capital Management 3
First Midwest Bank Trust Division 3
HDV - iSHARES TRUST - iShares Core High Dividend ETF 3
State Of Michigan Retirement System 3
Camarda Financial Advisors, LLC 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
Accurate Wealth Management, LLC 3
AlphaMark Advisors, LLC 3
Cromwell Holdings LLC 3
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 3
Gilpin Wealth Management, Llc 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
Commerzbank Aktiengesellschaft /fi 3
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 3
Midas Management Corp 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
Bank Of Hawaii 3
Buckingham Strategic Wealth, Llc 3
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 3
U.S. Capital Wealth Advisors, LLC 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
Cim Investment Mangement Inc 3
Robertson Opportunity Capital, LLC 3
EMG Holdings, L.P. 3
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 3
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 3
Godfrey Financial Associates, Inc. 3
HighVista Strategies LLC 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 3
Empyrean Capital Partners, LP 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 3
Lafitte Capital Management LP 3
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
Frazier Financial Advisors, LLC 3
TradeLink Global Equity LLC 3
Brighton Jones Llc 3
Fore Research & Management, LP 3
Susquehanna Portfolio Strategies, LLC 3
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 3
CFICX - CALVERT FUND - Calvert Income Fund Class A 3
Ibex Investors LLC 3
Quantum Capital Management 3
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 3
Jd Capital Management Llc 3
Eurizon Capital SGR S.p.A. 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 3
QCM Cayman, Ltd. 3
Claris Advisors, Llc / Mo / 3
Wayfinding Financial, LLC 3
TD Capital Management LLC 3
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 3
Kanaly Trust Co 3
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 3
Sadoff Investment Management Llc 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
Ameritas Advisory Services, LLC 3
Guild Investment Management, Inc. 3
Red Tortoise LLC 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
Meritage Portfolio Management 3
Earnest Partners Llc 3
CenterStar Fund, LLC 3
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 3
CenterStar Asset Management, LLC 3
Deprince Race & Zollo Inc 3
BTG Pactual Asset Management US LLC 3
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 3
Snowden Capital Advisors LLC 3
Operose Advisors LLC 3
Phase 2 Partners, LLC 3
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 3
St Germain D J Co Inc 3
Janus Capital Management Llc 3
Raleigh Capital Management Inc. 3
Rise Advisors, LLC 3
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 3
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 3
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 3
Americafirst Capital Management, Llc 3
Beaird Harris Wealth Management, LLC 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
Lake Point Wealth Management 3
Binnacle Investments Inc 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
Mangrove Partners 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
Curian Capital Llc 3
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 3
Trust Co Of Toledo Na /oh/ 3
Miller Howard Investments Inc /ny 3
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
Commonwealth Financial Services, LLC 3
Rational Advisors Llc 3
Riggs Asset Managment Co. Inc. 3
BRC Investment Management LLC 3
Trilogy Capital Inc. 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 3
Advisor Partners Ii, Llc 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
DV Trading LLC 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
Catalyst Financial Partners Llc 3
Foxby Corp. 3
Mendota Financial Group, LLC 3
Qsemble Capital Management, LP 3
WR Wealth Planners, LLC 3
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 3
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 3
Lynx Investment Advisory 3
Columbus Circle Investors 3
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 3
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 3
Signition Lp 3
Glen Eagle Advisors, LLC 3
Evercore Wealth Management, LLC 3
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 3
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 3
Reilly Financial Advisors, Llc 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
Callan Family Office, LLC 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
York Capital Management Global Advisors, LLC 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
Oppenheimer Asset Management Inc. 3
STXM - EA Series Trust - Strive Mid-Cap ETF 3
Lansdowne Partners (uk) Llp 3
Fifth Third Wealth Advisors LLC 3
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 3
Independence Capital Asset Partners, LLC 3
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 3
RMB Capital Management, LLC 3
Lecap Asset Management Ltd 3
Legacy Financial Advisors, Inc. 3
25 Llc 3
Valueworks Llc 3
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 3
KLCM Advisors, Inc. 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
Brant Point Investment Management Llc 3
Feinberg Stephen 3
Ascend Capital, Llc 3
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 3
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
Broadview Advisors Llc 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
Heartland Advisors Inc 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
BHR Capital LLC 3
D'Orazio & Associates, Inc. 3
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 3
Impact Partnership Wealth, LLC 3
Centaurus Financial, Inc. 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
Armistice Capital, Llc 3
Sanctuary Wealth Advisors, LLC 3
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 3
EA Series Trust 3
Nemes Rush Group LLC 3
Delek Group, Ltd. 3
GGBFX - GuideStone Funds - Global Bond Fund Investor 3
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 3
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 3
GFS Advisors, LLC 3
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 3
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 3
Eaton Vance California Municipal Income Trust 3
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 3
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 3
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 3
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 3
Mariner Investment Group Llc 3
Sheets Smith Wealth Management 3
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
Veritable, L.P. 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 3
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 3
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 3
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 3
Community Bank, N.A. 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 3
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 3
Balasa Dinverno & Foltz Llc 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
Blackrock Master Llc 3
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 3
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 3
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 3
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
Global Income Builder Portfolio - Global Income Builder Portfolio 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 3
Wetzel Investment Advisors, Inc. 3
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 3
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 3
American Capital Advisory, LLC 3
Actinver Wealth Management, Inc. 3
X-Square Capital, LLC 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 3
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3
Semanteon Capital Management, LP 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 3
BBVA USA Bancshares, Inc. 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 3
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
Syon Capital Llc 3
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 3
Eaton Vance Tax Advantaged Global Dividend Income Fund 3
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 3
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 3
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 3
Capitolis Liquid Global Markets LLC 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 3
Delpha Capital Management, Llc 3
Bartlett & Co. Wealth Management Llc 3
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 3
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 3
Bayview Asset Management, Llc 3
Oppenheimer Global Multi-asset Income Fund 3
Cadence Capital Management Llc 3
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 3
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 3
Dfa Investment Trust Co - The Continental Small Company Series 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 3
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 3
MYDA Advisors LLC 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
Wedbush Securities Inc 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
Oppenheimer Equity Income Fund 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
Financiere des Professionnels - Fonds d,investissement inc. 3
Shoals Capital Management Lp 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 3
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 3
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 3
Smith Asset Management Group Lp 3
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 3
Fs Credit Income Fund 3
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 3
Creekmur Asset Management LLC 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 3
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 3
Arabesque Asset Management Ltd 3
Abich Financial Wealth Management LLC 3
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
Advisory Alpha, LLC 3
6 Meridian 3
Old Mission Capital Llc 3
Pineridge Advisors LLC 3
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 3
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 3
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 3
Vident Advisory, LLC 3
MANA Advisors LLC 3
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 3
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 3
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 3
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
Kkr Income Opportunities Fund 3
Hirzel Capital Management LLC 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
Walthausen & Co., LLC 3
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 3
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 3
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
Cary Street Partner Investment Advisory Llc 3
Azora Capital LP 3
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 3
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
NDVR, Inc. 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 3
NOLVX - Northern Funds - Northern Large Cap Value Fund 3
Atlas Capital Advisors Llc 3
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 3
Levin Capital Strategies, L.p. 3
First Command Advisory Services, Inc. 3
NOLCX - Northern Funds - Northern Large Cap Core Fund 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 3
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
Financial Advocates Investment Management 3
Enlightenment Research, LLC 3
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 3
Vanguard Capital Wealth Advisors 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
One Tusk Investment Partners Lp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 3
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 3
Banco de Sabadell, S.A 3
Sivia Capital Partners, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 3
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 3
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 3
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 3
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 3
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 3
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 3
Fore Capital, LLC 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 3
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 3
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 3
Fsi Group, Llc 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 3
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 3
Profunds - Profund Vp Ultramid-cap 3
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 3
Columbia Partners L L C Investment Management 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
Virtue Capital Management, LLC 3
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 3
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 3
Omnia Family Wealth, LLC 3
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 3
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 3
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 3
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 3
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
Patriot Financial Group Insurance Agency, LLC 3
Westfield Capital Management Co Lp 3
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 3
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 3
Ridgeworth Funds 3
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
R&F Capital Advisors LP 3
Cider Mill Investments LP 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 3
Sapience Investments, LLC 3
Neuburgh Advisers LLC 3
Glen Harbor Capital Management LLC 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
Western Standard LLC 3
Spot Trading L.l.c. 3
Algebris (uk) Ltd 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
Profunds - Profund Vp Mid-cap Value 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 3
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 3
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 3
Bb&t Investment Services, Inc. 3
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 3
DLD Asset Management, LP 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 3
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 3
McAdam, LLC 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 3
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 3
VCAAX - VALIC Co I - Asset Allocation Fund 3
Strycker View Capital Llc 3
VCGAX - VALIC Co I - Growth & Income Fund 3
VMIDX - VALIC Co I - Mid Cap Index Fund 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 3
VCSMX - VALIC Co I - Small Cap Fund 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 3
Simon Quick Advisors, Llc 3
Venor Capital Management LP 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
SG3 Management, LLC 3
Jacobi Capital Management LLC 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 3
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 3
Front Row Advisors LLC 3
Hatteras Alternative Mutual Funds, LLC 3
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 3
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 3
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 3
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 3
Societe Generale 3
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 3
Man Investments Ltd 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 3
Kera Capital Partners, Inc. 3
JIHDX - John Hancock Funds II - High Yield Fund Class 1 3
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 3
Loeb Offshore Management LP 3
Invesco Bond Fund 3
Prime Capital Investment Advisors, LLC 3
Alden Global Capital Ltd 3
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
Moody Aldrich Partners Llc 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Wilmington Trust Co 3
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 3
Blue Arrow Capital Management Llc 3
Index Management Solutions, LLC 3
Green Arrow Capital Management Llc 3
BNP Paribas Investment Partners S.A. 3
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 3
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
Mark Asset Management Lp 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
Friess Associates Llc 3
Boston Private Wealth Llc 3
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 3
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 3
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 3
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
Advance Capital I Inc 3
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 3
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 3
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 3
Hartford Series Fund Inc 3
Institutional & Family Asset Management, Llc 3
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 3
First Personal Financial Services 3
Perbak Capital Partners LLP 3
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 3
Nations Financial Group Inc, /ia/ /adv 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
Westport Asset Management Inc 3
Franklin Universal Trust 3
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 3
New Mexico Educational Retirement Board 3
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 3
Motco 3
JS Capital Management LLC 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
Virtus Investment Advisers, Inc. 3
Stifel Nicolaus & Co Inc \mo\ 3
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 3
Mosaic Family Wealth, LLC 3
Ropes Wealth Advisors Llc 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
Franklin Ltd Duration Income Trust 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 3
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
Panning Capital Management, LP 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 3
Fred Alger Management, Llc 3
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
Ada Investment Management, LP 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
Kovitz Investment Group Partners, LLC 3
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 3
Teewinot Capital Advisers, L.L.C. 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
Hatteras Funds, LLC 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 3
Signet Financial Management, Llc 3
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 3
Fir Tree Capital Management Lp 3
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 3
Virtus ETF Advisers LLC 3
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
Silphium Asset Management Ltd 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
Polygon Management Ltd. 3
Matlinpatterson Global Advisers Llc 3
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
Verdence Capital Advisors LLC 3
Cornerstone Wealth Management, LLC 3
Herring Creek Capital Management, LLC 3
QVT Financial LP 3
Dana Investment Advisors, Inc. 3
Gw Capital Inc 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
Samalin Investment Counsel, LLC 3
Spdr S&p Midcap 400 Etf Trust 3
BTG Pactual Global Asset Management Ltd 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 3
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 3
Parcion Private Wealth LLC 3
Cyrus Capital Partners, L.p. 3
Ovata Capital Management Ltd 3
Gilder Gagnon Howe & Co Llc 3
Rothschild Asset Management Inc 3
Alta Fundamental Advisers LLC 3
Regent Peak Wealth Advisors LLC 3
National Planning Corp 3