Apparel And Accessory Stores - 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
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 1292
VNYTX - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Long-Term Tax-Exempt Fund Investor Shares 1093
MUB - iSHARES TRUST - iShares National Muni Bond ETF 725
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 660
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 516
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 467
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 464
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 446
NYF - iSHARES TRUST - iShares New York Muni Bond ETF 375
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 364
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 346
IORUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Municipals Fund Class R6 343
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 329
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 313
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 301
SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF 294
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares 276
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 273
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 257
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 254
LTNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term New York Municipal Fund Class A 249
FNYTX - Franklin New York Tax Free Income Fund - Franklin New York Tax-free Income Fund Class A1 227
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 227
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 215
FTFMX - FIDELITY NEW YORK MUNICIPAL TRUST - Fidelity New York Municipal Income Fund 203
ETNYX - EATON VANCE MUNICIPALS TRUST - Eaton Vance New York Municipal Income Fund Class A 199
ANIAX - BERNSTEIN SANFORD C FUND INC - New York Municipal Portfolio AB Intermediate New York Municipal Class A 196
Six Circles Trust - Six Circles Tax Aware Bond Fund 188
OWNYX - OLD WESTBURY FUNDS INC - Old Westbury New York Municipal Bond Fund 187
Nuveen New York Amt-free Quality Municipal Income Fund 187
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 183
OPNYX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free New York Municipal Fund Class A 180
NNYAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen New York Municipal Bond Fund - Class A 178
PZT - Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF 174
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 174
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 173
Blackrock Muniyield New York Quality Fund, Inc. 168
MNOAX - MAINSTAY FUNDS TRUST - MainStay MacKay New York Tax Free Opportunities Fund Class A 167
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 164
Blackrock New York Municipal Income Trust 162
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 161
Blackrock Muniholdings New York Quality Fund, Inc. 159
NYAAX - AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK - AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK Class A 159
PNYIX - PIMCO FUNDS - PIMCO New York Municipal Bond Fund Institutional 152
MUNY - VANGUARD NEW YORK TAX-FREE FUNDS - Vanguard New York Tax-Exempt Bond ETF ETF Shares 150
LANYX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett New York Tax-Free Income Fund Class A 150
BSMS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF 148
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 145
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 144
Dfa Investment Dimensions Group Inc - Dfa Ny Municipal Bond Portfolio Institutional Class 139
PRNYX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New York Tax-Free Bond Fund 135
PTEIX - PUTNAM NEW YORK TAX EXEMPT INCOME FUND - PUTNAM NEW YORK TAX EXEMPT INCOME FUND Class C Shares 134
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 130
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 128
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 125
Nuveen New York Quality Municipal Income Fund 122
EANAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance National Municipal Income Fund Class A 121
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 119
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 119
Invesco Trust For Investment Grade New York Municipals 117
NOITX - Northern Funds - Northern Intermediate Tax-exempt Fund 115
BSMQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF 112
BSMT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF 111
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A 109
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 107
BSMU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 107
JNYIX - JPMorgan Trust I - JPMorgan New York Tax Free Bond Fund Class I 104
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 103
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 103
FKNIX - Franklin New York Tax Free Trust - Franklin New York Intermediate-term Tax-free Income Fund Class A1 103
KNTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS New York Tax-Free Income Fund Class A 101
MLN - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Long Municipal Index ETF 98
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 98
NOTEX - Northern Funds - Northern Tax-exempt Fund 96
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 95
SMB - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Short Municipal Index ETF 94
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 93
Nuveen New York Municipal Value Fund Inc 93
Steward Partners Investment Advisory, Llc 93
FTNYX - Voyageur Mutual Funds - Delaware Tax-free New York Fund Class A 92
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 91
Eaton Vance New York Municipal Bond Fund 90
PSNYX - BNY MELLON NEW YORK AMT-FREE MUNICIPAL BOND FUND - BNY Mellon New York AMT-Free Municipal Bond Fund Class A 90
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF 88
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 86
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 86
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 86
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 85
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF 85
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 84
DRNYX - BNY Mellon New York Tax Exempt Bond Fund, Inc. - BNY Mellon New York Tax Exempt Bond Fund, Inc. 82
AVMU - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income ETF 82
EXNYX - EATON VANCE INVESTMENT TRUST - Eaton Vance New York Municipal Opportunities Fund Class A 82
SBNYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset New York Municipals Fund Class A 81
MNYMX - BNY MELLON FUNDS TRUST - BNY Mellon New York Intermediate Tax-Exempt Bond Fund Class M 80
ALNYX - AB MUNICIPAL INCOME FUND, INC. - AB New York Portfolio Class A 80
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 79
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 78
MUST - Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF 78
COLNX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic New York Municipal Income Fund Class A 76
SENYX - SEI TAX EXEMPT TRUST - STET NEW YORK MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 75
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 74
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 73
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 71
Pimco New York Municipal Income Fund Ii 69
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 69
Pimco New York Municipal Income Fund 68
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 68
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 67
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 66
IMNYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity New York Municipals Fund Class A 66
MSNYX - MFS MUNICIPAL SERIES TRUST - MFS New York Municipal Bond Fund A 65
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 65
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 65
Pimco New York Municipal Income Fund Iii 64
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 64
Nuveen Dynamic Municipal Opportunities Fund 64
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 63
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 62
Blackrock New York Municipal Income Quality Trust 61
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 60
IBMP - iSHARES TRUST - iShares iBonds Dec 2027 Term Muni Bond ETF 59
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 59
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 59
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF 57
Nuveen New York Select Tax -free Income Portfolio 56
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 56
USNYX - USAA MUTUAL FUNDS TRUST - New York Bond Fund Shares 56
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 56
ELFTX - ELFUN TAX EXEMPT INCOME FUND - ELFUN TAX EXEMPT INCOME FUND Elfun Tax Exempt Income Fund 55
VNYAX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco New York Tax Free Income Fund Class A 55
RVNU - DBX ETF TRUST - Xtrackers Municipal Infrastructure Revenue Bond ETF 54
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 54
IBMO - iSHARES TRUST - iShares iBonds Dec 2026 Term Muni Bond ETF 54
Invesco Municipal Opportunity Trust 53
Invesco Trust For Investment Grade Municipals 53
Invesco Municipal Trust 53
IBMM - iSHARES TRUST - iShares iBonds Dec 2024 Term Muni Bond ETF 53
IBMQ - iSHARES TRUST - iShares iBonds Dec 2028 Term Muni Bond ETF 52
Citadel Advisors Llc 52
BSMO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF 52
FSMNX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Income Fund 51
Blackrock New York Municipal Income Trust Ii 51
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 51
Morgan Stanley 51
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 51
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 51
NSITX - Northern Funds - Northern Short-intermediate Tax-exempt Fund 51
Western Asset Managed Municipals Fund Inc. 50
THNYX - THORNBURG INVESTMENT TRUST - Thornburg New York Intermediate Municipal Fund - Class A 50
Wells Fargo & Company/mn 50
Northern Trust Corp 50
Bank Of America Corp /de/ 50
LNYAX - COLUMBIA FUNDS SERIES TRUST I - Columbia New York Intermediate Municipal Bond Fund Class A 50
Jpmorgan Chase & Co 50
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 50
Vanguard Group Inc 49
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 49
IBMK - iSHARES TRUST - iShares iBonds Dec 2022 Term Muni Bond ETF 49
Susquehanna International Group, Llp 49
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 49
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 49
Goldman Sachs Group Inc 49
State Street Corp 49
IBML - iSHARES TRUST - iShares iBonds Dec 2023 Term Muni Bond ETF 49
BlackRock, Inc. 49
Barclays Plc 48
Deutsche Bank Ag\ 48
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 48
Geode Capital Management, Llc 48
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 48
Royal Bank Of Canada 48
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Real Return Portfolio Institutional Class 48
Bank of New York Mellon Corp 48
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 48
Group One Trading, L.p. 47
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 47
Manufacturers Life Insurance Company, The 47
BLACKROCK FUNDS - iShares Municipal Bond Index Fund Investor A 47
Dimensional Fund Advisors Lp 47
Credit Suisse Ag/ 47
Citigroup Inc 47
EITAX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Intermediate-Term Municipal Bond Fund Class A 47
Bank Of Montreal /can/ 47
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 47
FKTIX - Franklin Federal Tax Free Income Fund - Franklin Federal Tax-free Income Fund Class A1 47
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 47
Alliancebernstein L.p. 46
California State Teachers Retirement System 46
Bnp Paribas Arbitrage, Sa 46
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 46
Rhumbline Advisers 46
Millennium Management Llc 46
Two Sigma Investments, Lp 46
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 45
Aqr Capital Management Llc 45
Invesco Ltd. 45
Tower Research Capital LLC (TRC) 45
California Public Employees Retirement System 45
D. E. Shaw & Co., Inc. 45
Charles Schwab Investment Management Inc 45
Renaissance Technologies Llc 45
Ameriprise Financial Inc 45
Prelude Capital Management, Llc 45
American International Group, Inc. 45
Parametric Portfolio Associates Llc 44
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 44
Blackrock New York Municipal Bond Trust 44
UBS Group AG 44
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 44
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 44
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 44
Nomura Holdings Inc 44
PIMCO Flexible Municipal Income Fund 44
BAB - Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF 44
Invesco Advantage Municipal Income Trust Ii 44
Federated Hermes, Inc. 43
Fmr Llc 43
Metropolitan Life Insurance Co/ny 43
Two Sigma Advisers, Lp 43
Ubs Ag 43
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 43
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 43
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 43
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 43
Pnc Financial Services Group, Inc. 43
BlackRock Advisors LLC 43
Prudential Financial Inc 43
Nationwide Fund Advisors 43
Bridgeway Capital Management Inc 42
Simplex Trading, Llc 42
Royce & Associates Lp 42
Nuveen Amt-free Quality Municipal Income Fund 42
Gsa Capital Partners Llp 42
First Trust Advisors Lp 42
ProShare Advisors LLC 42
Teachers Advisors, Llc 42
BlackRock Investment Management, LLC 42
Creative Planning 41
Tiaa Cref Investment Management Llc 41
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 41
SG Americas Securities, LLC 41
DFSMX - Dfa Investment Dimensions Group Inc - Dfa Short-term Municipal Bond Portfolio 41
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 41
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 41
Paloma Partners Management Co 41
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 41
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 41
State Board Of Administration Of Florida Retirement System 41
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 41
Jane Street Group, Llc 41
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 41
Teacher Retirement System Of Texas 41
PEAK6 Investments, L.P. 41
Ladenburg Thalmann Financial Services Inc 40
Oxford Asset Management Llp 40
Guggenheim Capital Llc 40
Strs Ohio 40
BlackRock Group LTD 40
Us Bancorp \de\ 40
BlackRock Fund Advisors 40
Russell Frank Co/ 40
BlackRock Institutional Trust Company, N.A. 40
Balyasny Asset Management Llc 40
A.R.T. Advisors, LLC 40
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 40
Principal Financial Group Inc 40
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 40
FTABX - FIDELITY SALEM STREET TRUST - Fidelity Tax-Free Bond Fund 39
Huntington National Bank 39
Blackrock Municipal Income Trust Ii 39
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 39
Jacobs Levy Equity Management, Inc 39
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Municipal Bond Portfolio Institutional Class 39
Wellington Management Group Llp 39
New York State Teachers Retirement System 39
Price T Rowe Associates Inc /md/ 39
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 39
New York State Common Retirement Fund 39
Jefferies Group LLC 39
Cutler Group LP 39
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 39
Kcg Holdings, Inc. 39
Invesco Value Municipal Income Trust 38
Nuveen Municipal Credit Income Fund 38
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 38
Legal & General Group Plc 38
Pacer Advisors, Inc. 38
Walleye Trading LLC 38
Parallax Volatility Advisers, L.P. 38
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 38
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 38
Acadian Asset Management Llc 38
Wolverine Trading, Llc 38
Arrowstreet Capital, Limited Partnership 38
Tudor Investment Corp Et Al 38
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 38
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 38
BSMN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Municipal Bond ETF 38
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 38
Voya Investment Management Llc 38
Panagora Asset Management Inc 38
SNTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay N Portfolio Class 1 38
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 38
Swiss National Bank 38
IFP Advisors, Inc 38
Dynamic Technology Lab Private Ltd 37
Landscape Capital Management, L.l.c. 37
Ubs Asset Management Americas Inc 37
Proequities, Inc. 37
Sei Investments Co 37
Neuberger Berman New York Intermediate Municipal Fund Inc 37
Cubist Systematic Strategies, LLC 37
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 37
Tfs Capital Llc 37
Allianz Asset Management GmbH 37
APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF 37
Norges Bank 37
Invesco Quality Municipal Income Trust 37
Squarepoint Ops LLC 37
Gotham Asset Management, LLC 37
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 36
RidgeWorth Capital Management LLC 36
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 36
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 36
Marshall Wace North America L.P. 36
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 36
Fuller & Thaler Asset Management, Inc. 36
Kennedy Capital Management, Inc. 36
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 36
Two Sigma Securities, Llc 36
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 36
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 36
Glenmede Trust Co Na 36
Virtu Financial LLC 36
Victory Capital Management Inc 36
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 36
Eaton Vance Municipal Bond Fund 36
Northwestern Mutual Wealth Management Co 36
AIDAX - BERNSTEIN SANFORD C FUND INC - Diversified Municipal Portfolio AB Intermediate Diversified Municipal Class A 36
WNYAX - WILMINGTON FUNDS - Wilmington New York Municipal Bond Fund Class A Shares 35
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 35
MUNI - PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 35
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 35
Brandywine Global Investment Management, LLC 35
Ellington Management Group Llc 35
Thrivent Financial For Lutherans 35
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 35
Great West Life Assurance Co /can/ 35
Macquarie Group Ltd 35
Putnam Investments Llc 35
American Century Companies Inc 35
MPSTX - BNY MELLON FUNDS TRUST - BNY Mellon National Short-Term Municipal Bond Fund Class M Shares 35
Los Angeles Capital Management Llc 35
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 35
Nuveen Quality Municipal Income Fund 35
Ameritas Investment Partners, Inc. 35
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 35
PDT Partners, LLC 35
Fifth Third Bancorp 35
J. Goldman & Co LP 35
Principal Funds Inc 35
MUFG Americas Holdings Corp 35
O'shaughnessy Asset Management, Llc 35
Public Employees Retirement System Of Ohio 35
Municipal Employees' Retirement System of Michigan 34
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 34
Highbridge Capital Management Llc 34
Connor, Clark & Lunn Investment Management Ltd. 34
FNY Managed Accounts LLC 34
SOAMX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Municipal Tax Free Bond Fund Class A Shares 34
EXNTX - MANNING & NAPIER FUND, INC. - New York Tax Exempt Series Class A 34
ETMBX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance AMT-Free Municipal Income Fund Class A 34
Menta Capital Llc 34
Point72 Asset Management, L.P. 34
Nisa Investment Advisors, Llc 34
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 34
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 34
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 34
Deere & Co 34
Hutchin Hill Capital, LP 34
Comerica Bank 34
Boothbay Fund Management, Llc 33
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 33
Public Sector Pension Investment Board 33
Neuberger Berman Intermediate Municipal Fund Inc 33
Trexquant Investment LP 33
Cornerstone Capital Management Holdings Llc. 33
DFNM - Dimensional ETF Trust - Dimensional National Municipal Bond ETF 33
Marshall Wace, Llp 33
Cwm, Llc 33
Arizona State Retirement System 33
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 33
Engineers Gate Manager LP 33
Laurion Capital Management LP 33
Envestnet Asset Management Inc 33
Schroder Investment Management Group 33
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 33
Russell Investments Group, Ltd. 33
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 33
Stifel Financial Corp 33
BSML - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Municipal Bond ETF 33
State of Tennessee, Treasury Department 33
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 33
Teachers Retirement System Of The State Of Kentucky 33
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 33
Blackrock Muni Intermediate Duration Fund, Inc. 33
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 32
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 32
Canada Pension Plan Investment Board 32
Sterling Capital Management LLC 32
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 32
Nuveen Asset Management, LLC 32
Lazard Asset Management Llc 32
Texas Permanent School Fund 32
Advisory Services Network, LLC 32
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 32
IBMR - iSHARES TRUST - iShares iBonds Dec 2029 Term Muni Bond ETF 32
Numeric Investors Llc 32
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 32
Advisor Group Holdings, Inc. 32
Lombard Odier Asset Management (USA) Corp 32
Hrt Financial Lp 32
First Horizon Advisors, Inc. 32
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 32
EABSX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS Short-Term Municipal Bond Fund Class A 32
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 32
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 32
Meeder Asset Management Inc 32
Lsv Asset Management 32
Zurcher Kantonalbank (Zurich Cantonalbank) 31
Algert Global Llc 31
State Of Wisconsin Investment Board 31
FKITX - Franklin Tax Free Trust - Franklin Federal Intermediate-term Tax-free Income Fund Class A1 31
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 31
First Mercantile Trust Co 31
MMIT - IndexIQ Active ETF Trust - IQ MacKay Municipal Intermediate ETF 31
Verition Fund Management LLC 31
Quantbot Technologies LP 31
FNYJX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Free New York II Fund Class R6 31
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 31
FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund 31
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 31
ClariVest Asset Management LLC 31
Quadrant Capital Group Llc 31
Wolverine Asset Management Llc 31
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 31
Mason Street Advisors, Llc 31
Bayesian Capital Management, LP 31
Boston Partners 31
Hsbc Holdings Plc 31
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 31
Acrospire Investment Management LLC 31
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 31
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 31
Loomis Sayles & Co L P 31
CRAIX - Community Capital Trust - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 31
SMMU - PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 31
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 31
LPL Financial LLC 31
Northern Trust Co Of Connecticut 31
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 31
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 31
IBMJ - iSHARES TRUST - iShares iBonds Dec 2021 Term Muni Bond ETF 31
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 31
Petrus Trust Company, LTA 30
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 30
Axa S.a. 30
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 30
MetLife Investment Management, LLC 30
Man Group plc 30
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 30
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 30
BlackRock Japan Co. Ltd 30
Airain ltd 30
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 30
Winton Capital Group Ltd 30
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 30
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 30
Spot Trading L.L.C 30
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 30
Aperio Group, LLC 30
Systematic Financial Management Lp 30
AUNAX - AB BOND FUND, INC. - AB Municipal Bond Inflation Strategy Class A 30
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 30
Amalgamated Bank 30
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 30
Signaturefd, Llc 30
Vanguard Index Funds 30
HAP Trading, LLC 30
BlueCrest Capital Management Ltd 30
PineBridge Investments, L.P. 30
TCI Wealth Advisors, Inc. 30
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 30
Managed Account Advisors Llc 30
NOSGX - Northern Funds - Northern Small Cap Value Fund 30
Point72 Hong Kong Ltd 30
HighTower Advisors, LLC 30
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 30
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 30
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 30
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 30
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 30
Zacks Investment Management 30
Spark Investment Management LLC 30
Qube Research & Technologies Ltd 30
Quadrature Capital Ltd 30
KBC Group NV 30
State Farm Variable Product Trust 29
Louisiana State Employees Retirement System 29
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 29
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 29
Stone Ridge Asset Management LLC 29
SAC Capital Advisors LP 29
Hudson Bay Capital Management LP 29
QS Investors, LLC 29
FMNY - First Trust Exchange-Traded Fund III - First Trust New York High Income Municipal ETF 29
Coatue Management Llc 29
Captrust Financial Advisors 29
United Services Automobile Association 29
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 29
Janney Montgomery Scott LLC 29
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 29
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 29
State Farm Mutual Fund Trust 29
Bessemer Group Inc 29
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 29
Credit Agricole S A 29
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 29
Blackrock Municipal Income Trust 29
Blackrock Muniholdings Fund, Inc. 29
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 29
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 29
Schonfeld Strategic Advisors LLC 29
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 29
Walleye Capital LLC 29
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 29
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 29
Public Employees Retirement Association Of Colorado 29
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 29
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 29
Alberta Investment Management Corp 29
Profund Advisors Llc 29
Stevens Capital Management Lp 29
Campbell & CO Investment Adviser LLC 29
Magnetar Financial LLC 29
SECOR Capital Advisors, LP 29
Mutual Of America Capital Management Llc 29
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 29
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 29
Centiva Capital, LP 28
Mackay Shields Llc 28
Nine Chapters Capital Management LLC 28
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 28
AMP Capital Investors Ltd 28
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 28
MetLife Securities, Inc 28
Lord, Abbett & Co. Llc 28
Ground Swell Capital, LLC 28
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 28
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 28
Scopus Asset Management, L.p. 28
LS Investment Advisors, LLC 28
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 28
Capstone Asset Management Co 28
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 28
OMERS ADMINISTRATION Corp 28
ExodusPoint Capital Management, LP 28
Driehaus Capital Management Llc 28
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 28
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 28
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 28
Advisor Group, Inc. 28
Piedmont Investment Advisors Llc 28
Versant Capital Management, Inc 28
EAM Investors, LLC 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 28
Td Asset Management Inc 28
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 28
VTL Associates, LLC 28
HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 28
Parallel Advisors, LLC 28
Eaton Vance New York Municipal Income Trust 28
XTX Topco Ltd 28
Absolute Return Capital, LLC 28
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 28
Franklin Resources Inc 28
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 27
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 27
Pimco Municipal Income Fund 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 27
Vident Investment Advisory, LLC 27
Allspring Global Investments Holdings, LLC 27
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 27
Susquehanna Fundamental Investments, Llc 27
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 27
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 27
Eagle Asset Management Inc 27
Parkside Financial Bank & Trust 27
Raymond James & Associates 27
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 27
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 27
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 27
National Asset Management, Inc. 27
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 27
Crossmark Global Holdings, Inc. 27
Paradigm Capital Management Inc/ny 27
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 27
State of Alaska, Department of Revenue 27
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 27
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 27
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 27
Employees Retirement System of Texas 27
Stoneridge Investment Partners Llc 27
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 27
FHIGX - FIDELITY MUNICIPAL TRUST - Fidelity Municipal Income Fund 27
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 27
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 27
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 27
Quantitative Systematic Strategies LLC 27
DMUAX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon AMT-Free Municipal Bond Fund Class A 27
Capstone Investment Advisors, Llc 27
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 27
Gemmer Asset Management LLC 27
Alps Advisors Inc 27
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 27
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 27
Voloridge Investment Management, Llc 27
State of Wyoming 27
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 27
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 27
Western Asset Municipal Partners Fund Inc. 27
Asset Management One Co., Ltd. 27
Emerald Acquisition Ltd. 27
Martingale Asset Management L P 27
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 27
IWV - iSHARES TRUST - iShares Russell 3000 ETF 27
PEAK6 Investments LLC 27
Irish Life Investment Managers Ltd. 27
Vanguard World Fund 27
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 26
Lucus Advisors Llc 26
Keybank National Association/oh 26
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 26
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 26
Element Capital Management Llc 26
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 26
Western Asset Intermediate Muni Fund Inc. 26
First Quadrant L P/ca 26
Rotella Capital Management, Inc. 26
Rafferty Asset Management, LLC 26
Assetmark, Inc 26
Quantitative Investment Management, LLC 26
Jump Financial, LLC 26
Weiss Multi-Strategy Advisers LLC 26
Alambic Investment Management, L.P. 26
Ellevest, Inc. 26
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 26
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 26
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 26
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 26
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 26
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 26
Oregon Public Employees Retirement Fund 26
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 26
Capital Fund Management S.a. 26
Dupont Capital Management Corp 26
Tyvor Capital LLC 26
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 26
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 26
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 26
Rockefeller Capital Management L.P. 26
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 26
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 26
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 26
Barrow Hanley Mewhinney & Strauss Llc 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 26
Toronto Dominion Bank 26
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 26
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 26
FNYFX - FIRST INVESTORS TAX EXEMPT FUNDS - First Investors Tax Exempt New York Fund Class A 26
Mackenzie Financial Corp 26
Chicago Equity Partners Llc 26
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 26
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 26
NEXT Financial Group, Inc 26
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 26
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 26
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 26
Hbk Investments L P 26
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 26
Occudo Quantitative Strategies Lp 26
Virginia Retirement Systems Et Al 26
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 26
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 25
Fox Run Management, L.l.c. 25
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 25
Sonora Investment Management, LLC 25
Cambridge Investment Research Advisors, Inc. 25
Pimco Municipal Income Fund Ii 25
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 25
IWM - iSHARES TRUST - iShares Russell 2000 ETF 25
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 25
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 25
CenterStar Fund, LLC 25
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 25
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 25
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 25
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 25
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 25
BTEIX - Brown Advisory Funds - Brown Advisory Tax-Exempt Bond Fund Institutional Shares 25
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 25
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 25
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 25
Globeflex Capital L P 25
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 25
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 25
Wealthspire Advisors, L.P. 25
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 25
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 25
Aigen Investment Management, Lp 25
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 25
NumerixS Investment Technologies Inc 25
Ancora Advisors, LLC 25
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 25
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 25
Oppenheimer Funds Inc 25
NSIDX - Northern Funds - Northern Small Cap Index Fund 25
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 25
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 25
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 25
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 25
College Retirement Equities Fund 25
Blackrock Muni New York Intermediate Duration Fund, Inc. 25
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 25
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Bond Portfolio Institutional Class 25
Hancock Whitney Corp 25
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 25
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 25
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 25
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 25
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 25
VCSLX - VALIC Co I - Small Cap Index Fund 25
Bryn Mawr Capital Management Inc 25
Oppenheimer & Co Inc 25
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 25
Visium Asset Management, LP 25
Wedge Capital Management L L P/nc 25
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 25
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 25
Blair William & Co/il 25
Catalyst Capital Advisors LLC 25
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 25
Ajo, Lp 25
Lindbrook Capital, Llc 25
Cornercap Investment Counsel Inc 25
LMR Partners LLP 25
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 25
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 25
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 25
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 25
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 25
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 25
EverSource Wealth Advisors, LLC 25
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 25
Maverick Capital Ltd 25
Caption Management, LLC 25
Dynamic Technology Lab Pte Ltd 24
Ergoteles LLC 24
CIBC Private Wealth Group, LLC 24
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 24
Blackrock Muniyield Quality Fund Iii, Inc. 24
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 24
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 24
Aquatic Capital Management LLC 24
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 24
Teza Capital Management LLC 24
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 24
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 24
Commonwealth Equity Services, Llc 24
Neuberger Berman Group LLC 24
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 24
Cooper Creek Partners Management Llc 24
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 24
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 24
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 24
Farmers & Merchants Investments Inc 24
Alpine Global Management, LLC 24
Princeton Alpha Management LP 24
BBT Capital Management, LLC 24
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 24
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 24
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 24
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 24
PENN SERIES FUNDS INC - Small Cap Index Fund 24
Covestor Ltd 24
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 24
Timber Hill LLC 24
First New York Securities Llc /ny 24
PSDIX - PIMCO FUNDS - PIMCO Short Duration Municipal Income Fund Institutional 24
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 24
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 24
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 24
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 24
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 24
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 24
C M Bidwell & Associates Ltd 24
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 24
Y-Intercept (Hong Kong) Ltd 24
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 24
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 24
Eaton Vance Management 24
D.a. Davidson & Co. 24
Smith Asset Management Group Lp 24
Amalgamated Financial Corp. 24
Stratos Wealth Partners, LTD. 24
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 24
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 24
Quantamental Technologies LLC 24
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 24
Tiaa-cref Funds 24
Gradient Investments LLC 23
Pimco Municipal Income Fund Iii 23
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 23
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 23
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 23
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 23
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 23
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 23
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 23
IBMS - iSHARES TRUST - iShares iBonds Dec 2030 Term Muni Bond ETF 23
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 23
Grantham, Mayo, Van Otterloo & Co. LLC 23
GWM Advisors LLC 23
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 23
Suntrust Banks Inc 23
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 23
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 23
Robeco Institutional Asset Management B.V. 23
Delaware Investments National Municipal Income Fund 23
Eaton Vance National Municipal Opportunities Trust 23
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 23
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 23
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 23
Hillsdale Investment Management Inc. 23
Investors Research Corp 23
Guggenheim Active Allocation Fund 23
First Citizens Bank & Trust Co 23
Private Trust Co Na 23
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 23
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 23
Segall Bryant & Hamill, Llc 23
Bogle Investment Management L P /de/ 23
Quarry LP 23
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 23
Caxton Associates Lp 23
Empowered Funds, LLC 23
Farther Finance Advisors, LLC 23
Graham Capital Management, L.P. 23
Sei Trust Co 23
Jane Street Holding, LLC 23
SpiderRock Trading LLC 23
Assured Investment Management LLC 23
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 23
WFG Advisors, LP 23
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 23
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 23
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 23
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 23
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 23
FLDFX - Meeder Funds - BALANCED FUND Retail Class 23
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 23
Rational Advisors Llc 23
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 23
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 23
Shell Asset Management Co 23
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 23
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 23
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 23
Massmutual Trust Co Fsb/adv 23
Orion Portfolio Solutions, LLC 23
Great Lakes Advisors, Llc 23
Shay Capital LLC 22
Old Mutual Customised Solutions (proprietary) Ltd 22
Point72 Asia (Singapore) Pte. Ltd. 22
GV Financial Advisors 22
Cadence Capital Management Llc 22
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 22
Itau Unibanco Holding S.A. 22
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 22
Nuveen Municipal Value Fund Inc 22
Turner Investments, L.p. 22
Glen Harbor Capital Management LLC 22
Janus Henderson Group Plc 22
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 22
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 22
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 22
MMIN - IndexIQ Active ETF Trust - IQ MacKay Municipal Insured ETF 22
M&t Bank Corp 22
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 22
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 22
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 22
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 22
FNY Investment Advisers, LLC 22
Dorsey Wright & Associates 22
Natixis Advisors, L.p. 22
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 22
Nordea Investment Management Ab 22
Brown Brothers Harriman & Co 22
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 22
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 22
Geneos Wealth Management Inc. 22
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 22
GTCMX - GLENMEDE PORTFOLIOS - Muni Intermediate Portfolio 22
Exchange Traded Concepts, Llc 22
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 22
SLPIX - Profunds - Small-cap Profund Investor Class 22
CTTLX - Calvert Management Series - Calvert Responsible Municipal Income Fund Class A 22
Manchester Capital Management LLC 22
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 22
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 22
Riverhead Capital Management Llc 22
Advisors Preferred, LLC 22
Blueshift Asset Management, LLC 22
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 22
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 22
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 22
James Investment Research Inc 22
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 22
Interval Partners, LP 22
Glassman Wealth Services 22
Profunds - Profund Vp Small-cap 22
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 22
Profunds - Profund Vp Ultrasmall-cap 22
Hussman Strategic Advisors, Inc. 22
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 22
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 22
Natixis 22
Index Management Solutions, LLC 22
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 22
Advisors Asset Management, Inc. 22
Chimera Capital Management LLC 22
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 22
Sutton Wealth Advisors Inc. 22
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 22
NMIIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Impact Fund Institutional Class 22
Wexford Capital Lp 22
Elkfork Partners LLC 22
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 22
Quinn Opportunity Partners LLC 22
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 22
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 21
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 21
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 21
Harbour Investments, Inc. 21
Corebridge Financial, Inc. 21
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 21
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 21
Raymond James Financial Services Advisors, Inc. 21
Truist Financial Corp 21
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 21
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 21
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 21
Proficio Capital Partners LLC 21
Allworth Financial LP 21
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 21
Mason Street Advisors, Llc 21
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 21
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 21
GMUN - Goldman Sachs ETF Trust - Goldman Sachs Community Municipal Bond ETF 21
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 21
General Motors Investment Management Corp 21
Raymond James Financial Inc 21
Rice Hall James & Associates, Llc 21
SBI Securities Co., Ltd. 21
Nuveen Amt-free Municipal Credit Income Fund 21
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 21
Point72 (DIFC) Ltd 21
GAMMA Investing LLC 21
Hodges Capital Management Inc. 21
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 21
Intrinsic Edge Capital Management LLC 21
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 21
Point72 Middle East FZE 21
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 21
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 21
Jones Financial Companies Lllp 21
Mirae Asset Global Investments Co., Ltd. 21
Elite Wealth Management, Inc. 21
IWC - iSHARES TRUST - iShares Micro-Cap ETF 21
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 21
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 21
State of New Jersey Common Pension Fund D 21
AVMUX - AMERICAN CENTURY ETF TRUST - Avantis Core Municipal Fixed Income Fund Institutional Class 21
Weld Capital Management Llc 21
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 21
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 21
Clinton Group Inc 21
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 21
Fiera Capital Corp 21
North Fourth Asset Management, LP 21
Clear Street Markets Llc 21
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 21
IndexIQ Advisors LLC 21
SNTIX - SIT MUTUAL FUNDS II INC - Sit Tax-Free Income Fund 21
Financial Architects, Inc 21
Federation des caisses Desjardins du Quebec 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 21
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 21
Cresset Asset Management, LLC 21
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 21
Jennison Associates Llc 21
Waddell & Reed Financial Inc 21
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 21
Nuveen, LLC 21
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 21
Counterpoint Mutual Funds LLC 21
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 21
SRTMX - SMA RELATIONSHIP TRUST - Series M 21
Csenge Advisory Group 21
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 21
Western Asset Municipal High Income Fund Inc. 21
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 21
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 21
Nuveen New York Municipal Value Fund 2 21
Everence Capital Management Inc 21
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 21
Dark Forest Capital Management Lp 21
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 20
Seven Eight Capital, Lp 20
Zebra Capital Management LLC 20
Private Advisor Group, LLC 20
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 20
Yousif Capital Management, Llc 20
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 20
Private Capital Group, LLC 20
Sofos Investments, Inc. 20
Polar Asset Management Partners Inc. 20
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares 20
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 20
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 20
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 20
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 20
Old Mutual Global Investors (UK) Ltd. 20
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 20
Tarbox Family Office, Inc. 20
Police & Firemen's Retirement System of New Jersey 20
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 20
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 20
Atom Investors LP 20
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 20
AHL Partners LLP 20
Fund 1 Investments, LLC 20
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 20
Denver Investment Advisors Llc 20
Shellback Capital, LP 20
True Wealth Design, LLC 20
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 20
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 20
Rothschild Investment Llc 20
Rydex Etf Trust 20
SRS Capital Advisors, Inc. 20
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 20
Coe Capital Management, LLC 20
Capital Advisors, Ltd. LLC 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 20
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 20
National Bank Of Canada /fi/ 20
Ontario Teachers Pension Plan Board 20
Bailard, Inc. 20
Baird Financial Group, Inc. 20
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 20
Ubs Oconnor Llc 20
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 20
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 20
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 20
Versor Investments LP 20
Fred Alger Management, Llc 20
CIBC Asset Management Inc 20
Man Investments Ltd 20
Advanced Series Trust - Ast Small-cap Growth Portfolio 20
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 20
VDAFX - VALIC Co I - Dynamic Allocation Fund 20
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 20
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 20
Invictus RG 20
Eqis Capital Management, Inc. 20
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 20
Nomura Asset Management Co Ltd 20
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 20
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 20
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 20
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 20
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 20
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 20
Monarch Partners Asset Management LLC 20
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 20
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 20
Bowling Portfolio Management LLC 20
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 20
DekaBank Deutsche Girozentrale 20
Davidson Kempner Capital Management Lp 20
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 20
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 20
Howe & Rusling Inc 20
Financial Management Professionals, Inc. 20
PENN SERIES FUNDS INC - International Equity Fund 20
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF 20
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 20
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 20
Shepherd Kaplan Krochuk, Llc 20
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 20
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 20
Rothschild Asset Management Inc 20
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 20
Buckingham Capital Management Inc 19
Castleark Management Llc 19
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 19
USA Financial Portformulas Corp 19
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 19
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 19
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 19
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 19
Amundi 19
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 19
FNY Partners Fund LP 19
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 19
Hanseatic Management Services Inc 19
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 19
Cambria Investment Management, L.P. 19
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 19
Vanguard Horizon Funds 19
Convergence Investment Partners, LLC 19
Vantage Consulting Group Inc 19
Invictus RG Pte. Ltd. 19
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 19
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 19
Blackrock Muniyield Quality Fund, Inc. 19
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 19
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 19
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 19
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 19
Blackrock Munivest Fund Ii, Inc. 19
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 19
Commonwealth Bank Of Australia 19
Hennessy Advisors Inc 19
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 19
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 19
Campbell Multi-strategy Trust 19
Alyeska Investment Group, L.P. 19
Nuveen Select Maturities Municipal Fund 19
Lisanti Capital Growth, LLC 19
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 19
Fortitude Family Office, LLC 19
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 19
Carroll Financial Associates, Inc. 19
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 19
Federated Premier Municipal Income Fund 19
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 19
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 19
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 19
World Asset Management Inc 19
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 19
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 19
Westpac Banking Corp 19
Tfs Capital Investment Trust 19
Adage Capital Partners Gp, L.l.c. 19
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 19
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 19
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 19
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 19
Whittier Trust Co 19
Quest Partners LLC 19
Assenagon Asset Management S.A. 19
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 19
Cipher Capital LP 19
Capital Performance Advisors Llp 19
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 19
Palisade Capital Management Llc/nj 19
Smartleaf Asset Management LLC 19
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 19
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 19
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 19
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 19
Belpointe Asset Management LLC 19
Picton Mahoney Asset Management 19
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 19
Global Retirement Partners, LLC 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 19
Spire Wealth Management 19
Massachusetts Financial Services Co /ma/ 19
GIMFX - GMO TRUST - GMO Implementation Fund 19
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 19
Sherbrooke Park Advisers Llc 19
Summit Trail Advisors, Llc 19
FLMB - Franklin Templeton ETF Trust - Franklin Liberty Municipal Bond ETF 19
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 19
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 19
Thompson Siegel & Walmsley Llc 19
Pacific Ridge Capital Partners, LLC 19
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 19
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 19
FORA Capital, LLC 19
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 19
FineMark National Bank & Trust 19
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 19
Coldstream Capital Management Inc 19
EverPoint Asset Management, LLC 18
Skandinaviska Enskilda Banken AB (publ) 18
Fieldpoint Private Securities, LLC 18
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 18
Lido Advisors, LLC 18
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 18
Maryland State Retirement & Pension System 18
Karp Capital Management Corp 18
Cetera Advisor Networks LLC 18
Nicholas Investment Partners, LP 18
Mariner, LLC 18
BITEX - Brown Advisory Funds - Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares 18
Twinbeech Capital Lp 18
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 18
Caitong International Asset Management Co., Ltd 18
Cetera Investment Advisers 18
Vantagepoint Funds 18
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 18
Skopos Labs, Inc. 18
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 18
Cibc World Markets Corp 18
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 18
Sciencast Management LP 18
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 18
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 18
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 18
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 18
Clearbridge Investments, LLC 18
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 18
Columbus Circle Investors 18
Intech Investment Management Llc 18
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 18
RBF Capital, LLC 18
Ronald Blue Trust, Inc. 18
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 18
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 18
Css Llc/il 18
Oberweis Asset Management Inc/ 18
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 18
ETRADE Capital Management LLC 18
RCNYX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Intermediate Tax Exempt New York Bond Fund - Institutional Class Shares 18
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 18
Rehmann Capital Advisory Group 18
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 18
Integral Derivatives, LLC 18
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 18
Blackrock Muniyield Fund, Inc. 18
Denali Advisors Llc 18
Blackrock Muniassets Fund, Inc. 18
Hartford Investment Management Co 18
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 18
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 18
First Republic Investment Management, Inc. 18
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 18
Synovus Financial Corp 18
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 18
BATEX - Blackrock Allocation Target Shares - Bats Series E 18
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 18
Foundry Partners, LLC 18
Bokf, Na 18
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 18
1492 Capital Management LLC 18
Tridan Corp 18
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 18
Healthcare Of Ontario Pension Plan Trust Fund 18
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 18
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 18
Independent Portfolio Consultants, Inc. 18
Tocqueville Asset Management L.p. 18
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 18
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 18
CIBC World Markets Inc. 18
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 18
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 18
Vanguard Explorer Fund 18
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 18
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 18
Plante Moran Financial Advisors, LLC 18
Baker Avenue Asset Management, LP 18
Empirical Finance, LLC 18
Whittier Trust Co Of Nevada Inc 18
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 18
Diversified Trust Co 18
Barings Llc 18
Knight Capital Group, Inc. 18
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 17
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 17
Corton Capital Inc. 17
Deutsche Municipal Income Trust 17
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 17
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 17
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 17
nVerses Capital, LLC 17
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 17
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 17
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 17
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 17
RSSL - Global X Funds - Global X Russell 2000 ETF 17
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 17
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 17
Sowell Financial Services LLC 17
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 17
Sunbelt Securities, Inc. 17
Analytic Investors, LLC 17
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 17
Evercore Wealth Management, LLC 17
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 17
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 17
Advanced Series Trust - Ast Small-cap Value Portfolio 17
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 17
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 17
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 17
Regions Financial Corp 17
Financial Gravity Companies, Inc. 17
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 17
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 17
MAI Capital Management 17
Cable Hill Partners, LLC 17
FIL Ltd 17
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 17
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 17
Levin Capital Strategies, L.p. 17
AdvisorNet Financial, Inc 17
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 17
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 17
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 17
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 17
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 17
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 17
Spot Trading L.l.c. 17
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 17
Brown Advisory Inc 17
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 17
First Hawaiian Bank 17
CenterBook Partners LP 17
APG Asset Management N.V. 17
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 17
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 17
Commerzbank Aktiengesellschaft /fi 17
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 17
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 17
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 17
Pinnacle Summer Investments, Inc. 17
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 17
Carlson Capital L P 17
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 17
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 17
Cornerstone Planning Group LLC 17
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 17
Santa Fe Partners LLC 17
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 17
First Manhattan Co 17
Alphacrest Capital Management Llc 17
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 17
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 17
Shelton Capital Management 17
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 17
Clark Capital Management Group, Inc. 17
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 17
Pearl River Capital, LLC 17
SVPIX - Profunds - Small-cap Value Profund Investor Class 17
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 17
Boston Advisors Llc 17
Innealta Capital, Llc 17
Ensign Peak Advisors, Inc 17
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 17
Friess Associates Llc 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 17
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 17
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 17
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 17
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 17
Sawtooth Solutions, LLC 17
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 17
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 17
Quantinno Capital Management LP 17
GAM Holding AG 17
Tcw Group Inc 17
Catalyst Funds Management Pty Ltd 17
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 17
Larson Financial Group LLC 17
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 17
Prentice Capital Management, LP 17
Jefferies Financial Group Inc. 17
QWVQX - CLEARWATER INVESTMENT TRUST - Clearwater Tax-Exempt Bond Fund 17
Cowen Group, Inc. 17
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 17
Koshinski Asset Management, Inc. 17
Alpha Paradigm Partners, LLC 17
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 17
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 17
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 17
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 17
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 17
Profunds - Profund Vp Small-cap Value 17
Humankind Benefit Corp - Humankind US Stock ETF 16
Mckinley Capital Management Llc /delaware 16
EntryPoint Capital, LLC 16
Pine River Capital Management L.P. 16
Wasatch Advisors Inc 16
Armistice Capital, Llc 16
Gts Securities Llc 16
Nebula Research & Development LLC 16
American Portfolios Advisors 16
Samlyn Capital, Llc 16
Advisory Research Inc 16
Global X Management CO LLC 16
Boulder Hill Capital Management Lp 16
CoreCap Advisors, LLC 16
Bell Investment Advisors, Inc 16
Hotchkis & Wiley Capital Management Llc 16
Wipfli Financial Advisors Llc, 16
Weiss Asset Management LP 16
Quantedge Capital Pte Ltd 16
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 16
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 16
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 16
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 16
State of New Jersey Common Pension Fund A 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 16
Amundi Pioneer Asset Management Inc 16
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 16
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 16
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 16
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 16
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 16
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 16
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 16
Paradigm Asset Management Co Llc 16
Smithfield Trust Co 16
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 16
Chartwell Investment Partners, Llc 16
Peak6 Llc 16
Checchi Capital Advisers, LLC 16
Wealthfront Inc 16
Jump Trading, LLC 16
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 16
Oppenheimer Asset Management Inc. 16
Prospera Financial Services Inc 16
Reilly Financial Advisors, Llc 16
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 16
South Dakota Investment Council 16
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 16
EXDVX - MANNING & NAPIER FUND, INC. - Diversified Tax Exempt Series Class A 16
WMBAX - IVY FUNDS - Ivy Municipal Bond Fund Class A 16
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 16
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 16
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 16
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 16
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 16
Pathstone Family Office, Llc 16
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 16
Leap Investments Lp 16
IMC-Chicago, LLC 16
State Of Michigan Retirement System 16
Ameritas Investment Corp 16
Retirement Systems of Alabama 16
EAM Global Investors LLC 16
Berman Capital Advisors, LLC 16
Stormborn Capital Management, Llc 16
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 16
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 16
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 16
Royce Value Trust Inc 16
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 16
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 16
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 16
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 16
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 16
Umb Bank N A/mo 16
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 16
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 16
Vanguard Whitehall Funds 16
SG3 Management, LLC 16
Melvin Capital Management LP 16
CENTRAL TRUST Co 16
Summit Global Investments 16
Cerity Partners LLC 16
Harvest Fund Management Co., Ltd 16
Munder Capital Management 16
Qs Batterymarch Financial Management, Inc 16
Placemark Investments, Inc. 16
Baird Robert W & Co Inc /wi/ 16
Tradeworx Inc. 16
FDx Advisors, Inc. 15
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 15
Nuveen Municipal High Income Opportunity Fund 15
Holocene Advisors, LP 15
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 15
Blackrock Muniyield Quality Fund Ii, Inc. 15
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 15
Dynamic Capital Management Ltd 15
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 15
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 15
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 15
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 15
Benjamin F. Edwards & Company, Inc. 15
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 15
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 15
Alpha Windward Llc 15
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 15
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 15
Atria Investments Llc 15
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 15
Azzad Asset Management Inc /adv 15
North Star Investment Management Corp. 15
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 15
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 15
Commonwealth Equity Services, Inc 15
Jacobi Capital Management LLC 15
Thompson Davis & Co., Inc. 15
Pitcairn Co 15
Soros Fund Management Llc 15
Sculptor Capital LP 15
Enterprise Financial Services Corp 15
AE Wealth Management LLC 15
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15
Meadow Creek Investment Management LLC 15
Neuburgh Advisers LLC 15
Maple Securities Usa Inc 15
Patriot Financial Group Insurance Agency, LLC 15
Cetera Advisors LLC 15
Bb&t Investment Services, Inc. 15
Moore Capital Management, Lp 15
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 15
Janus Capital Management Llc 15
National Planning Corp 15
Deprince Race & Zollo Inc 15
Hantz Financial Services, Inc. 15
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 15
SJS Investment Consulting Inc. 15
Wbi Investments, Inc. 15
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 15
Harbor Capital Advisors, Inc. 15
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 15
Prescott Group Capital Management, L.l.c. 15
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 15
MINO - PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 15
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 15
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 15
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 15
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 15
Regal Investment Advisors LLC 15
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 15
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 15
Money Concepts Capital Corp 15
Liberty Mutual Group Asset Management Inc. 15
Calamos Advisors LLC 15
Mycio Wealth Partners, Llc 15
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 15
SummerHaven Investment Management, LLC 15
Bridgefront Capital, LLC 15
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 15
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 15
RMB Capital Management, LLC 15
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 15
Navellier & Associates Inc 15
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 15
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 15
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 15
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 15
MUFG Securities EMEA plc 15
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 15
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 15
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 15
Evoke Wealth, Llc 15
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 15
Cambiar Investors Llc 15
Frontier Capital Management Co Llc 15
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 15
Sandler Capital Management 15
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 15
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 15
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 15
Woodline Partners LP 15
Essex Investment Management Co Llc 15
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 15
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 15
Keebeck Alpha, LP 15
Sanctuary Wealth Advisors, LLC 15
Illinois Municipal Retirement Fund 15
Signet Financial Management, Llc 15
Icon Advisers Inc/co 15
Mazama Capital Management Inc 15
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 15
Aviva Plc 15
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 15
361 Capital Llc 15
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 15
Brevan Howard Capital Management LP 15
Bluefin Trading, LLC 15
Brinker Capital Investments, LLC 15
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 15
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 15
Securian Asset Management, Inc 15
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 15
NatWest Group plc 15
SG Capital Management LLC 15
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 15
Mitsubishi UFJ Trust & Banking Corp 15
Harvest Group Wealth Management, Llc 15
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 15
Wedbush Securities Inc 15
Towle & Co 15
Old National Bancorp /in/ 15
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 14
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 14
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 14
QCM Cayman, Ltd. 14
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 14
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 14
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 14
Eaton Vance Municipal Income Trust 14
Jfs Wealth Advisors, Llc 14
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 14
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 14
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 14
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 14
CPSIX - Unified Series Trust - Fci Bond Fund 14
Snowden Capital Advisors LLC 14
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 14
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 14
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 14
Vestcor Inc 14
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 14
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 14
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 14
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 14
Euclidean Technologies Management, LLC 14
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 14
Ci Investments Inc. 14
Newbridge Financial Services Group, Inc. 14
Emerald Advisers, Llc 14
Optimum Investment Advisors 14
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 14
Aster Capital Management (DIFC) Ltd 14
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 14
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 14
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 14
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 14
Zeke Capital Advisors, Llc 14
EBI - RBB Fund Trust - Longview Advantage ETF 14
Guardian Wealth Advisors, LLC 14
Geduld E E 14
Northwestern Mutual Investment Management Company, Llc 14
Cornerstone Advisors, Inc. 14
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 14
NSGRX - Northern Funds - Northern Small Cap Core Fund 14
Coppell Advisory Solutions LLC 14
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 14
Blackrock Municipal Income Quality Trust 14
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 14
Alexandria Capital, LLC 14
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 14
EALBX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 1-to-10 Year Laddered Municipal Bond Fund Class A 14
Dana Investment Advisors, Inc. 14
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 14
Profunds - Profund Vp Oil & Gas 14
Cullen/frost Bankers, Inc. 14
Pictet Asset Management Ltd 14
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 14
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 14
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 14
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 14
Compagnie Lombard Odier SCmA 14
Penserra Capital Management LLC 14
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 14
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 14
Livforsakringsbolaget Skandia, Omsesidigt 14
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 14
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 14
BFOR - ALPS ETF Trust - Barron's 400 ETF 14
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 14
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 14
Blackrock Investment Quality Municipal Trust Inc. 14
Lenox Wealth Advisors, LLC 14
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 14
Winton Diversified Opportunities Fund 14
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 14
Avalon Global Asset Management LLC 14
Oppenheimer Etf Trust 14
Gerry Farber, LLC 14
Johnson Financial Group, Inc. 14
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 14
Gabelli Funds Llc 14
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 14
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 14
We Are One Seven, LLC 14
Bank Of Nova Scotia 14
Candriam Luxembourg S.C.A. 14
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 14
Winslow, Evans & Crocker, Inc. 14
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 14
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 14
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 14
Macroview Investment Management Llc 14
Virtus Investment Advisers, Inc. 14
Principal Securities, Inc. 14
Societe Generale 14
Formula Growth Ltd 14
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 14
Klp Kapitalforvaltning As 14
Avantax Planning Partners, Inc. 14
Renaissance Group Llc 14
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 14
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 14
Hartford Mutual Funds Inc/ct 14
DSAM Partners (London) Ltd 14
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 14
Yorktown Management & Research Co Inc 14
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 14
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 14
CI Private Wealth, LLC 14
Hood River Capital Management LLC 14
Breton Hill Capital Ltd. 14
Headlands Technologies LLC 14
JNBA Financial Advisors 14
Advantage Investment Management, Llc 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 14
Utah Retirement Systems 14
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 14
Bogart Wealth, LLC 14
Valeo Financial Advisors, LLC 14
Cinctive Capital Management LP 14
Washington Trust Bank 13
Ascend Capital, Llc 13
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 13
Parametrica Management Ltd 13
First Allied Advisory Services, Inc. 13
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 13
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 13
RBB FUND, INC. - Adara Smaller Companies Fund 13
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 13
Entropy Technologies, LP 13
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 13
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 13
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 13
Bb&t Securities, Llc 13
Bodri Capital Management, LLC 13
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 13
Cerebellum GP, LLC 13
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 13
Dreman Value Management, L L C 13
DRW Securities, LLC 13
Cornerstone Investment Partners, LLC 13
William Blair Investment Management, Llc 13
Weaver C. Barksdale & Associates, Inc. 13
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 13
Inceptionr Llc 13
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 13
Foresters Investment Management Company, Inc. 13
Diker Management Llc 13
Twin Tree Management, LP 13
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 13
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 13
Private Wealth Management Group, LLC 13
Pnc Funds 13
Profunds - Profund Vp Small-cap Growth 13
Atlantic Trust, LLC 13
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 13
DiNuzzo Private Wealth, Inc. 13
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 13
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 13
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 13
Boston Private Bank & Trust Co 13
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 13
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 13
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 13
Tsfg, Llc 13
Erste Asset Management GmbH 13
Advance Capital I Inc 13
RMHSX - RUSSELL INVESTMENT CO - Long Duration Bond Fund Class S 13
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 13
Toroso Investments, LLC 13
Mutual Advisors, LLC 13
JustInvest LLC 13
Steward Financial Group LLC 13
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 13
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 13
Scotia Capital Inc. 13
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 13
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 13
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 13
Schonfeld Group Holdings LLC 13
SISIX - VIRTUS ASSET TRUST - Virtus Seix Investment Grade Tax-Exempt Bond Fund Class A 13
Valley National Advisers Inc 13
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 13
EALTX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund Class A 13
Banque Pictet & Cie Sa 13
Passport Capital, LLC 13
Xact Kapitalforvaltning AB 13
BNP Paribas Asset Management Holding S.A. 13
Kingdon Capital Management, L.l.c. 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 13
Artemis Investment Management LLP 13
Axq Capital, Lp 13
Vident Advisory, LLC 13
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 13
Manatuck Hill Partners, LLC 13
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 13
Tyers Asset Management LLC 13
WealthTrust-Arizona, LLC 13
Hartland & Co., LLC 13
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 13
UniSuper Management Pty Ltd 13
Cantab Capital Partners LLP 13
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 13
Usaa Etf Trust 13
White Pine Capital Llc 13
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 13
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 13
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 13
Harbor Investment Advisory, Llc 13
Caisse De Depot Et Placement Du Quebec 13
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 13
Impala Asset Management LLC 13
DRTAX - BNY Mellon Municipal Bond Funds, Inc. - BNY Mellon Municipal Bond Fund 13
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 13
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 13
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 13
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 13
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 13
Flinton Capital Management LLC 13
Blackrock Core Bond Trust 13
HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares 13
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 13
Curian Capital Llc 13
Fisher Asset Management, LLC 13
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 13
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 13
Forum Funds 13
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 13
Harvest Management Llc 13
Mount Yale Investment Advisors, LLC 13
King Luther Capital Management Corp 13
Handelsbanken Fonder AB 13
Hemington Wealth Management 13
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 13
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 13
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 13
Creative Financial Designs Inc /adv 13
Cramer Rosenthal Mcglynn Llc 13
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 13
Sageworth Trust Co 13
Symphony Asset Management Llc 13
Edgestream Partners, L.P. 13
Disciplined Investments, LLC 13
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 13
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 13
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 13
Northpointe Capital Llc 13
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 13
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 13
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 13
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 13
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 13
Weiss Strategic Interval Fund 13
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 12
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 12
Evergreen Capital Management Llc 12
Fortaleza Asset Management Inc/ 12
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity 12
Brookfield Asset Management Inc. 12
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 12
Meritage Portfolio Management 12
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 12
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 12
Calvert Investment Management, Inc. 12
R Squared Ltd 12
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 12
WTTAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Municipal Opportunities Fund -Retail Class 12
Kanaly Trust Co 12
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 12
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 12
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 12
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 12
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 12
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 12
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 12
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 12
GIJAX - GUGGENHEIM FUNDS TRUST - Guggenheim Municipal Income Fund A-Class 12
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class 12
NOBOX - Northern Funds - Northern Bond Index Fund 12
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 12
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 12
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 12
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 12
Brant Point Investment Management Llc 12
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 12
New York Life Investment Management Llc 12
First Interstate Bank 12
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 12
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 12
Prestige Wealth Management Group LLC 12
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 12
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 12
Duality Advisers, Lp 12
FinTrust Capital Advisors, LLC 12
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 12
Sandy Spring Bank 12
CX Institutional 12
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 12
CWM Advisors, LLC 12
Financial Advocates Investment Management 12
Pinnacle Wealth Planning Services, Inc. 12
Parkwood LLC 12
CenterStar Asset Management, LLC 12
Seacrest Wealth Management, Llc 12
MASTER BOND LLC - Master Total Return Portfolio 12
SGPIX - Profunds - Small-cap Growth Profund Investor Class 12
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 12
Daiwa Securities Group Inc. 12
Acap Strategic Fund 12
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 12
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 12
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 12
Eaton Vance Ltd Duration Income Fund 12
MMBMX - BNY MELLON FUNDS TRUST - BNY Mellon Massachusetts Intermediate Municipal Bond Fund Class M Shares 12
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 12
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 12
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 12
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 12
First Eagle Investment Management, LLC 12
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 12
VCAAX - VALIC Co I - Asset Allocation Fund 12
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 12
Universal- Beteiligungs- und Servicegesellschaft mbH 12
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 12
Capula Management Ltd 12
Strategic Wealth Advisors Group, LLC 12
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 12
Portolan Capital Management, LLC 12
Mfs Investment Grade Municipal Trust 12
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 12
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 12
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 12
Oppenheimer Global Multi Strategies Fund 12
United Capital Financial Advisers, Llc 12
Focused Wealth Management, Inc 12
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 12
Advantage Advisers Xanthus Fund, L.l.c. 12
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 12
Zweig-DiMenna Associates LLC 12
Lyon Street Capital, LLC 12
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 12
Graticule Asia Macro Advisors LLC 12
Transamerica Partners Funds Group 12
Transamerica Partners Funds Group Ii 12
Meridian Wealth Partners, LLC 12
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 12
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 12
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 12
JBF Capital, Inc. 12
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 12
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 12
Belvedere Trading LLC 12
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 12
Colony Group Llc 12
People's United Financial, Inc. 12
IBM Retirement Fund 12
International Assets Investment Management, Llc 12
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 12
King Street Capital Management, L.p. 12
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 12
Hexagon Capital Partners LLC 12
Cordant, Inc. 12
Pictet Asset Management Sa 12
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 12
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 12
Ibex Investors LLC 12
Continuum Advisory, LLC 12
Sargent Bickham Lagudis LLC 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 12
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 12
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 12
Dean Investment Associates, Llc 12
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 12
FourThought Financial, LLC 12
iSHARES TRUST - iShares Long-Term National Muni Bond ETF (Withdrawn Filing) 12
Kornitzer Capital Management Inc /ks 12
Schubert & Co 12
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 12
Delphia (USA) Inc. 12
Claymore Exchange-traded Fund Trust 12
Tcwp Llc 12
RHJ International SA 12
Ing Groep Nv 12
Brinker Capital Inc 12
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 12
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 12
Harel Insurance Investments & Financial Services Ltd. 12
Global Financial Private Client, LLC 12
BDO Wealth Advisors, LLC 12
Flagship Harbor Advisors, Llc 12
VitalStone Financial, LLC 12
New Mexico Educational Retirement Board 12
Mendota Financial Group, LLC 12
Numerai GP LLC 12
TCNBX - FundVantage Trust - Ambrus Tax-Conscious National Bond Fund Institutional Class 12
Venturi Wealth Management, LLC 12
Financial Advisors Network, Inc. 12
JJJ Advisors Inc. 12
Pictet Asset Management Holding SA 12
Kepos Capital LP 12
Balter Liquid Alternatives, LLC 12
Scientech Research LLC 12
Pathstone Holdings, LLC 12
Catapult Capital Management Llc 12
New England Securities Corp /MA/ 12
Whitebox Advisors Llc 12
Matarin Capital Management, LLC 12
Archford Capital Strategies, LLC 12
Zions Bancorporation 12
Boston Private Wealth Llc 12
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 12
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 12
Tortoise Investment Management, LLC 12
Alliancebernstein Global High Income Fund Inc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 11
Crewe Advisors LLC 11
Integre Asset Management, LLC 11
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 11
Gyon Technologies Capital Management, LP 11
Alpha Quant Advisors, Llc 11
Transamerica Partners Portfolios 11
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 11
Sit Investment Associates Inc 11
Leuthold Group, Llc 11
Blackrock Muniholdings Investment Quality Fund 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
NN Investment Partners Holdings N.V. 11
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 11
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 11
Citizens Financial Group Inc/ri 11
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 11
Candlestick Capital Management LP 11
Liberty Wealth Management Llc 11
Alpha DNA Investment Management LLC 11
Suffolk Capital Management Llc 11
Trustcore Financial Services, Llc 11
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 11
BNP Paribas Investment Partners S.A. 11
Wall Street Associates 11
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 11
Mercer Global Advisors Inc /adv 11
I.g. Investment Management, Ltd. 11
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 11
Granahan Investment Management Inc/ma 11
Van Eck Associates Corp 11
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 11
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 11
Kessler Investment Group, LLC 11
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 11
First Horizon Corp 11
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 11
HFM Investment Advisors, LLC 11
Westfield Capital Management Co Lp 11
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 11
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 11
Chicago Partners Investment Group LLC 11
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 11
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 11
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 11
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 11
Xponance, Inc. 11
Leonard Capital Management, Inc 11
Etf Managers Group, Llc 11
Winton Capital Management Ltd 11
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 11
Covington Capital Management 11
True Bearing Asset Management LP 11
PIMCO FUNDS - PIMCO Municipal Portfolio 11
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 11
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 11
Gerstein Fisher 11
MANA Advisors LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 11
Jump Trading, Llc 11
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 11
6 Meridian 11
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 11
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 11
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 11
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 11
Gideon Capital Advisors, Inc. 11
Copper Rock Capital Partners, LLC 11
Rothschild Investment Corp /il 11
EA Series Trust 11
WPG Advisers, LLC 11
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 11
Parkworth Wealth Management, Inc. 11
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 11
Impact Partnership Wealth, LLC 11
Gryphon Financial Partners LLC 11
Regentatlantic Capital Llc 11
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 11
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 11
SpiderRock Advisors, LLC 11
Contravisory Investment Management, Inc. 11
DITEX - BNY Mellon Intermediate Municipal Bond Fund, Inc. - BNY Mellon Intermediate Municipal Bond Fund, Inc. 11
Oakbrook Investments Llc 11
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 11
Achmea Investment Management B.V. 11
Bruderman Asset Management, LLC 11
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 11
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 11
Stephens Consulting, LLC 11
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 11
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 11
Susquehanna Portfolio Strategies, LLC 11
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 11
Stifel Nicolaus & Co Inc \mo\ 11
Front Row Advisors LLC 11
Putnam Municipal Opportunities Trust 11
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 11
Gamco Investors, Inc. Et Al 11
BlueCrest Capital Management LLP 11
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 11
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 11
Invesco Bond Fund 11
Atria Wealth Solutions, Inc. 11
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 11
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 11
Heartland Advisors Inc 11
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 11
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 11
Twin Peaks Wealth Advisors, LLC 11
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 11
Snow Capital Management Lp 11
Highlander Capital Management, LLC 11
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 11
San Francisco Sentry Investment Group (ca) 11
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 11
Anchor Investment Management, LLC 11
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 11
MBOVX - M FUND INC - M Large Cap Value Fund 11
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 11
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 11
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 11
Zions Bancorporation, N.A. 11
BTG Pactual Global Asset Management Ltd 11
Lmcg Investments, Llc 11
Advent Capital Management /de/ 11
Gupta Wealth Management LLC 11
Abound Wealth Management 11
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 11
Neo Ivy Capital Management 11
Sun Life Financial Inc 11
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 11
Ameritas Advisory Services, LLC 11
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 11
Ssi Investment Management Llc 11
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 11
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 11
BRYN MAWR TRUST Co 11
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 11
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 11
Tompkins Financial Corp 11
SMI - VanEck ETF Trust - VanEck HIP Sustainable Muni ETF 11
Caldwell & Orkin Inc 11
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 11
UMBAX - UBS FUNDS - UBS Municipal Bond Fund Class A 11
Moors & Cabot, Inc. 11
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 11
VVSCX - VALIC Co I - Small Cap Value Fund 11
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 11
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 11
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 11
GMNY - Goldman Sachs ETF Trust - Goldman Sachs Dynamic New York Municipal Income ETF 11
Key FInancial Inc 11
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 11
PENN SERIES FUNDS INC - Small Cap Value Fund 11
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 11
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 11
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 11
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 11
Piermont Capital Management LLC 11
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 11
Aberdeen Asset Management Plc/uk 10
CSat Investment Advisory, L.P. 10
Athanor Capital, Lp 10
Bare Financial Services, Inc 10
TrimTabs Asset Management, LLC 10
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 10
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 10
First National Bank Of Omaha 10
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 10
Veritable, L.P. 10
Century Capital Management, LLC 10
Euclid Advisors LLC 10
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 10
111 Capital 10
Diametric Capital, LP 10
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 10
Mfs High Income Municipal Trust 10
Mfs High Yield Municipal Trust 10
Mosaic Family Wealth, LLC 10
Western Asset Municipal Defined Opportunity Trust Inc. 10
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 10
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 10
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 10
Truvestments Capital Llc 10
Plato Investment Management Ltd 10
Fort Washington Investment Advisors Inc /oh/ 10
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 10
Artisan Partners Limited Partnership 10
Wakefield Asset Management LLLP 10
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 10
Old Mission Capital Llc 10
Dean Capital Management 10
BSMM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Municipal Bond ETF 10
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 10
Bridgewater Associates, LP 10
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 10
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 10
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 10
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 10
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 10
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 10
Genesee Valley Trust Co 10
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 10
Bay Harbor Wealth Management, LLC 10
QCVAX - Clearwater Investment Trust - Clearwater International Fund 10
Ieq Capital, Llc 10
Exencial Wealth Advisors, Llc 10
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 10
Kehrs Ridge Capital,LLC 10
SOUTH STATE Corp 10
Wealthcare Capital Management Llc 10
Td Private Client Wealth Llc 10
First Midwest Bank Trust Division 10
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 10
Invenomic Capital Management LP 10
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 10
Wealthfront Advisers Llc 10
Easterly Investment Partners Llc 10
CVA Family Office, LLC 10
Next Financial Holdings 10
Burney Co/ 10
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 10
Golden State Wealth Management, LLC 10
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 10
Coastal Investment Advisors, Inc. 10
Orinda Asset Management LLC 10
Marathon Trading Investment Management LLC 10
Ziegler Capital Management, LLC 10
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 10
Caas Capital Management Lp 10
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 10
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 10
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 10
Jain Global LLC 10
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 10
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 10
Ledyard National Bank 10
Lombardia Capital Partners Llc 10
Perkins Investment Management, LLC 10
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
Millrace Asset Group, Inc. 10
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 10
Hm Payson & Co 10
Integrated Wealth Management 10
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 10
Mather Group, Llc. 10
Royal London Asset Management Ltd 10
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 10
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 10
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 10
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 10
Rialto Wealth Management, LLC 10
Koch Industries Inc 10
Contrarius Investment Management Ltd 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 10
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 10
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 10
Pinnacle Associates Ltd 10
Saturna Capital CORP 10
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 10
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 10
Clearview Wealth Advisors LLC 10
Gilder Gagnon Howe & Co Llc 10
GPS Wealth Strategies Group, LLC 10
Cadian Capital Management, Lp 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 10
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 10
Tradition Wealth Management, LLC 10
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 10
NinePointTwo Capital 10
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 10
NorthCoast Asset Management LLC 10
SOA Wealth Advisors, LLC. 10
NHYMX - Northern Funds - Northern High Yield Municipal Fund 10
Blackrock Munivest Fund, Inc. 10
Glg Llc 10
Waratah Capital Advisors Ltd. 10
AHIVX - American Century Investment Trust - High Income Fund Investor Class 10
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 10
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 10
Horizon Investments, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 10
Edmond De Rothschild Holding S.a. 10
Freestone Capital Holdings, LLC 10
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 10
Voya Senior Income Fund 10
Sageworth Trust Co of South Dakota 10
Clearline Capital LP 10
PointState Capital LP 10
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 10
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 10
Warren Averett Asset Management, LLC 10
Nair Vinay 10
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 10
Affinity Investment Advisors, Llc 10
TradeLink Global Equity LLC 10
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 10
Sequoia Financial Advisors, LLC 10
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 10
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 10
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 10
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 10
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 10
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 10
Raleigh Capital Management Inc. 10
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
Quent Capital, LLC 10
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 10
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 10
Mv Capital Management, Inc. 10
HXBIX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Tax-Exempt Bond Fund Class I 10
Nantahala Capital Management, LLC 10
Silvercrest Asset Management Group Llc 10
Cortina Asset Management, LLC 10
1832 Asset Management L.P. 10
Equitec Proprietary Markets, Llc 10
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 10
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 10
Zurich Insurance Group Ltd/FI 10
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 10
Standard Life Aberdeen plc 10
Garnet Equity Capital Holdings, Inc. 10
Advisor Partners Ii, Llc 10
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 10
Vantage Investment Advisors, LLC 10
Gateway Investment Advisers Llc 10
Ikos Cif Ltd 10
Emerald Mutual Fund Advisers Trust 10
Qsemble Capital Management, LP 10
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 10
Mml Investors Services, Llc 10
Cigna Investments Inc /new 10
R&F Capital Advisors LP 10
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 10
Americafirst Capital Management, Llc 10
Level Four Advisory Services, Llc 10
Independent Advisor Alliance 10
Ausdal Financial Partners, Inc. 10
STXK - EA Series Trust - Strive Small-Cap ETF 10
Private Ocean, LLC 10
Ropes Wealth Advisors Llc 10
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 10
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 10
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 10
Mizuho Trust & Banking Co., Ltd. 10
Tributary Capital Management, LLC 10
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 10
Kettle Hill Capital Management, Llc 10
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 10
TD Waterhouse Canada Inc. 10
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 10
Washington Capital Management Inc 10
Chevy Chase Trust Holdings, Inc. 10
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 10
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 10
Brookstone Capital Management 10
First Personal Financial Services 10
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 10
Dalton Greiner Hartman Maher & Co 10
Wilmington Funds Management Corp 10
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 10
Institutional & Family Asset Management, Llc 10
Clark Estates Inc/ny 10
DAVENPORT & Co LLC 10
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 10
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 10
Capstone Series Fund Inc 10
Wealth Enhancement Advisory Services, Llc 10
Exane Derivatives 10
Bartlett & Co. LLC 10
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 10
Tibra Equities Europe Ltd 10
Calamos Strategic Total Return Fund 10
Calamos Global Dynamic Income Fund 10
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 10
Semanteon Capital Management, LP 10
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 10
E. Ohman J:or Asset Management AB 10
PTEBX - BNY Mellon Opportunistic Municipal Securities Fund - BNY Mellon Opportunistic Municipal Securities Fund Class A 10
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 10
Centaurus Financial, Inc. 10
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 10
Sigma Planning Corp 10
TMUUX - MORGAN STANLEY PATHWAY FUNDS - Municipal Bond Fund 10
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 10
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 10
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 10
Blackrock Long-term Municipal Advantage Trust 10
Bayforest Capital Ltd 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
Leavell Investment Management, Inc. 10
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 10
Gladius Capital Management LP 9
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 9
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 9
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 9
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 9
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 9
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 9
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 9
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 9
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 9
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 9
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 9
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF 9
Spring Creek Capital Llc 9
P Schoenfeld Asset Management Lp 9
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 9
Discovery Capital Management, Llc / Ct 9
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 9
Salem Investment Counselors Inc 9
Advanced Series Trust - Ast High Yield Portfolio 9
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 9
Trust Co Of Vermont 9
Shapiro Robert N 9
Sound Income Strategies, LLC 9
O'Shares Investment Advisers, LLC 9
Stux Capital Management, LLC 9
Krilogy Financial LLC 9
Alera Investment Advisors, LLC 9
Claris Advisors, Llc / Mo / 9
Crow Point Partners, LLC 9
Capital Analysts, Inc. 9
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 9
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 9
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 9
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 9
GLG Partners LP 9
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 9
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 9
Granite Point Capital Management, L.P. 9
Highstreet Asset Management Inc. 9
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 9
Kentucky Retirement Systems 9
Venator Capital Management Ltd. 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
Metropolitan Capital Advisors Inc 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 9
Avantax Advisory Services, Inc. 9
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 9
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 9
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 9
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 9
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 9
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 9
High Net Worth Advisory Group LLC 9
PGGM Investments 9
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 9
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 9
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 9
GW&K Investment Management, LLC 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 9
PVI - Invesco Exchange-Traded Fund Trust II - Invesco VRDO Tax-Free Weekly ETF 9
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 9
Gardner Lewis Asset Management L P 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 9
Vise Technologies, Inc. 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
ArrowMark Colorado Holdings LLC 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 9
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 9
Water Island Capital Llc 9
Invesco High Income Trust Ii 9
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 9
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 9
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 9
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 9
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 9
Todd Asset Management Llc 9
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 9
Capital World Investors 9
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 9
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 9
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 9
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 9
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 9
Northwest & Ethical Investments L.P. 9
Gratia Capital, Llc 9
Unison Advisors LLC 9
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 9
Mfs Municipal Income Trust 9
Dtf Tax-free Income Inc 9
Clear Harbor Asset Management, LLC 9
Ivory Investment Management, Llc 9
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
Eisler Capital Management Ltd. 9
Glenmede Investment Management, LP 9
Graves-Light Private Wealth Management, Inc. 9
Resources Investment Advisors, LLC. 9
MYDA Advisors LLC 9
Decatur Capital Management, Inc. 9
Brewin Dolphin Ltd 9
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 9
Hl Financial Services Llc 9
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 9
Castleview Partners, Llc 9
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 9
Nuveen Build America Bond Fund 9
Kingsview Wealth Management, LLC 9
Penn Capital Management Co Inc 9
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 9
L & S Advisors Inc 9
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 9
Mark Sheptoff Financial Planning, Llc 9
Investment Counselors Of Maryland Llc 9
Eisler Capital (US) LLC 9
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 9
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 9
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 9
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 9
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 9
Twin Capital Management Inc 9
Prudential Plc 9
Blue Arrow Capital Management Llc 9
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 9
Rsm Us Wealth Management Llc 9
Van Hulzen Asset Management, LLC 9
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 9
Amica Pension Fund Board Of Trustees 9
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 9
Mizuho Securities Usa Llc 9
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 9
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 9
Munder Series Trust 9
Nuveen S&p 500 Dynamic Overwrite Fund 9
Migdal Insurance & Financial Holdings Ltd. 9
Brave Asset Management Inc 9
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 9
Blackstone / Gso Long-short Credit Income Fund 9
Capital One, National Association 9
Readystate Asset Management Lp 9
EIITX - FIRST INVESTORS TAX EXEMPT FUNDS - First Investors Tax Exempt Opportunities Fund Class A 9
Skylands Capital, LLC 9
AlphaMark Advisors, LLC 9
Amica Retiree Medical Trust 9
Legacy Financial Advisors, Inc. 9
Greenlight Capital Inc 9
Kovitz Investment Group Partners, LLC 9
IHT Wealth Management, LLC 9
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 9
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 9
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 9
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 9
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 9
HCSBX - HC CAPITAL TRUST - The Short-Term Municipal Bond Portfolio HC Strategic Shares 9
Calamos Long/Short Equity & Dynamic Income Trust 9
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 9
BI Asset Management Fondsmaeglerselskab A/S 9
Riggs Asset Managment Co. Inc. 9
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 9
Coppell Advisory Solutions Corp. 9
Hudock, Inc. 9
GNMFX - PIMCO FUNDS - PIMCO Gurtin National Municipal Opportunistic Value Fund Institutional Class 9
Johnson Investment Counsel Inc 9
New York Life Trust Co 9
Sheaff Brock Investment Advisors, LLC 9
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 9
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 9
Calamos Dynamic Convertible & Income Fund 9
Lee Financial Co 9
Lingohr & Partner Asset Management GmbH 9
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 9
Axiom International Investors Llc /de 9
Amica Mutual Insurance Co 9
Advisor Partners Llc 9
Caxton Associates Llp 9
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 9
Commerce Bank 9
Dubuque Bank & Trust Co 9
Transamerica Financial Advisors, Inc. 9
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 9
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 9
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 9
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 9
Stephens Inc /ar/ 9
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 9
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 9
Blackrock Municipal Income Investment Trust 9
Jackson Creek Investment Advisors LLC 9
Calamos Convertible & High Income Fund 9
Blackrock Taxable Municipal Bond Trust 9
B. Riley Financial, Inc. 9
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 9
Jupiter Asset Management Ltd 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Term Municipal Fund Class Y 9
AlphaOne Investment Services, LLC 9
Calamos Convertible Opportunities & Income Fund 9
NUMI - Nushares ETF Trust - Nuveen Municipal Income ETF 9
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 9
Congress Asset Management Co /ma 9
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 9
Signia Capital Management Llc 9
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 9
Mirabella Financial Services Llp 9
Kapitalo Investimentos Ltda 9
Glen Eagle Advisors, LLC 9
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 9
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 9
Kore Private Wealth LLC 9
McCarthy Asset Management, Inc. 9
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 9
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 9
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 9
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 9
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 9
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 9
Asset Dedication, LLC 9
Neuberger Berman High Yield Strategies Fund Inc. 9
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 9
ARGI Investment Services, LLC 9
Sentinel Asset Management, Inc. 9
Herndon Capital Management Llc 9
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 9
Six Columns Capital, Lp 9
BerganKDV Wealth Management, LLC 9
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 9
Telluride Asset Management LLC 9
Quest Capital Management Inc /adv 9
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 9
SkyView Investment Advisors, LLC 9
Pier Capital, LLC 9
Echo Street Capital Management LLC 9
Claro Advisors LLC 9
Phocas Financial Corp. 9
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 9
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 9
Timelo Investment Management Inc. 9
Cypress Capital Management LLC (WY) 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 9
Cca Investments Trust 9
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 9
Chilton Investment Co Llc 9
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 9
Kavar Capital Partners, LLC 9
Cim Investment Mangement Inc 9
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 9
TIG Advisors, LLC 9
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 9
Legato Capital Management LLC 9
MIK Capital, LP 9
Maplelane Capital, Llc 9
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 9
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 9
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 9
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 9
Optiver Holding B.V. 9
Harvest Investment Services, LLC 9
Nbc Securities, Inc. 9
Kiwi Wealth Investments Limited Partnership 9
WASHINGTON TRUST Co 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
Hennion & Walsh Asset Management, Inc. 9
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 9
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 9
BlackRock Credit Strategies Fund 9
RK Capital Management, LLC 9
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 9
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 9
Baldwin Brothers Inc/ma 9
MBND - SSGA Active Trust - SPDR Nuveen Municipal Bond ETF 9
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 9
Carolina Wealth Advisors, LLC 9
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 9
Franklin Street Advisors Inc /nc 9
Lombard Odier Asset Management (Switzerland) SA 9
Global X Funds 9
Venture Visionary Partners LLC 9
Richard Bernstein Advisors LLC 9
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 9
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
Delphi Management Inc /ma/ 9
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 8
River Road Asset Management, LLC 8
Grandeur Peak Global Advisors, LLC 8
Earnest Partners Llc 8
Perella Weinberg Partners Capital Management LP 8
Aristides Capital LLC 8
Dialectic Capital Management, Lp 8
Primecap Management Co/ca/ 8
Rs Investment Management Co Llc 8
Senvest Management, LLC 8
Sumitomo Mitsui Trust Holdings, Inc. 8
Guardian Life Insurance Co Of America 8
M&g Investment Management Ltd 8
Kayne Anderson Rudnick Investment Management Llc 8
Janney Capital Management LLC 8
Wilbanks Smith & Thomas Asset Management Llc 8
Northern Oak Wealth Management Inc 8
Forward Management, LLC 8
Amerivest Investment Management LLC 8
Wilmington Trust Co 8
Cambridge Trust Co 8
Apex Capital Management 8
Alpine Woods Capital Investors, Llc 8
Oak Ridge Investments Llc 8
Columbia Partners L L C Investment Management 8
Opus Capital Group, LLC 8
Palouse Capital Management, Inc. 8
Motco 8
Miracle Mile Advisors, LLC 8
Community Bank, N.A. 8
Sentry Investment Management Llc 8
Horizon Investment Services, LLC 8
D'Orazio & Associates, Inc. 8
Westwood Holdings Group Inc 8
Thomas White International Ltd 8
Meiji Yasuda Life Insurance Co 8
Watershed Asset Management, L.L.C. 8
Mork Capital Management, LLC 8
Ifrah Financial Services, Inc. 8
Intact Investment Management Inc. 8
Wesbanco Bank Inc 8
GABELLI & Co INVESTMENT ADVISERS, INC. 8
BRC Investment Management LLC 8
Westport Resources Management Inc 8
Scout Investments, Inc. 8
Ironwood Investment Management Llc 8
Argentus Capital Management, LLC 8
Tradewinds Capital Management, LLC 8
Jaffetilchin Investment Partners, LLC 8
Sumitomo Mitsui DS Asset Management Company, Ltd 8
NewSquare Capital LLC 8
Gmt Capital Corp 8
Avalon Advisors, Llc 8
Redwood Investments, LLC 8
Ranger Investment Management, L.P. 8
HighVista Strategies LLC 8
Bank Of Hawaii 8
Savant Capital, LLC 8
Korea Investment CORP 8
Dynamic Advisor Solutions LLC 8
Quotient Investors, LLC 8
Exxonmobil Investment Management Inc /tx 8
ACG Wealth 8
CTC Alternative Strategies, Ltd. 8
CAPROCK Group, Inc. 8
MCF Advisors LLC 8
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 8
HighPoint Advisor Group LLC 8
Kepos Capital LP 8
USS Investment Management Ltd 8
Kalos Management, Inc. 8
Moisand Fitzgerald Tamayo, LLC 8
Gerber Kawasaki Wealth & Investment Management 8
Tiger Consumer Management, Lp 8
Verity Asset Management, Inc. 8
Financial Counselors Inc 8
Integrated Investment Consultants, LLC 8
Pinkerton Retirement Specialists, LLC 8
Piper Sandler & Co. 8
Junto Capital Management LP 8
JS Capital Management LLC 8
Lincoln National Corp 8
Gary Goldberg Planning Services Inc 8
SevenBridge Financial Group, LLC 8
NuWave Investment Management, LLC 8
Wealthcare Advisory Partners LLC 8
Harbour Capital Advisors, LLC 8
Peregrine Capital Management Llc 8
StoneX Group Inc. 8
AGF Investments LLC 8
1060 Capital, LLC 8
Amtrust Financial Services, Inc. 8
Maven Securities LTD 8
Woodson Capital Management, LP 8
black-and-white Capital LP 8
YorkBridge Wealth Partners, LLC 8
MARSHALL WACE ASIA Ltd 8
Keeley-Teton Advisors, LLC 8
Pendal Group Ltd 8
Ferris Capital, Llc 8
Edge Advisors, Llc 8
Lighthouse Investment Partners, LLC 8
Invesco Municipal Income Opportunities Trust 8
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 8
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 8
Blackrock Debt Strategies Fund, Inc. 8
Blackrock Corporate High Yield Fund, Inc. 8
Putnam Premier Income Trust 8
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 8
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 8
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 8
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 8
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 8
Blackrock Muniyield Investment Quality Fund 8
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 8
Nuveen Nasdaq 100 Dynamic Overwrite Fund 8
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 8
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 8
Blackstone / Gso Strategic Credit Fund 8
Blackstone / Gso Senior Floating Rate Term Fund 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 8
Tri-continental Corp 8
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 8
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 8
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 8
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 8
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 8
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 8
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 8
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 8
Guggenheim Strategic Opportunities Fund 8
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 8
HYLD - Exchange Listed Funds Trust - High Yield ETF 8
Deutsche Strategic Municipal Income Trust 8
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 8
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 8
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 8
Pioneer Municipal High Income Trust 8
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
Alliancebernstein National Municipal Income Fund 8
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 8
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 8
Calamos Global Total Return Fund 8
Pioneer Municipal High Income Advantage Trust 8
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 8
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 8
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 8
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 8
Franklin Ltd Duration Income Trust 8
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 8
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 8
Putnam Master Intermediate Income Trust 8
Virtue Capital Management, LLC 8
Solstein Capital, LLC 8
Wagner Wealth Management, Llc 8
Strategic Wealth Partners, Ltd. 8
Altshuler Shaham Ltd 8
Hayden Royal, Llc 8
Laurel Wealth Advisors LLC 8
Riverview Trust Co 8
Townsquare Capital Llc 8
PRW Wealth Management LLC 8
Wealthspire Advisors, LLC 8
Wealthbridge Capital Management, Llc 8
Human Investing LLC 8
Executive Wealth Management, LLC 8
Treasurer of the State of North Carolina 8
Stonehage Fleming Financial Services Holdings Ltd 8
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 8
GTAWX - GLENMEDE FUND INC - Short Term Tax Aware Fixed Income Portfolio 8
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 8
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 8
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 8
NOMIX - Northern Funds - Northern Mid Cap Index Fund 8
NOFIX - Northern Funds - Northern Fixed Income Fund 8
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 8
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 8
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 8
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 8
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 8
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 8
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 8
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 8
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 8
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 8
FITAX - FIRST INVESTORS TAX EXEMPT FUNDS - First Investors Tax Exempt Income Fund Class A 8
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 8
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 8
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 8
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 8
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 8
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 8
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 8
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 8
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 8
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 8
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 8
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 8
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 8
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 8
SFLTX - VIRTUS ASSET TRUST - Virtus Seix High Grade Municipal Bond Fund Class A 8
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 8
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 8
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 8
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 8
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 8
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 8
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 8
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 8
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 8
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 8
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 8
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 8
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 8
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 8
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 8
IWB - iSHARES TRUST - iShares Russell 1000 ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 8
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 8
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 8
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 8
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 8
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 8
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 8
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 8
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 8
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 8
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 8
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 8
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 8
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 8
Profunds - Profund Vp Consumer Services 8
Profunds - Profund Vp Ultramid-cap 8
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 8
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 8
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 8
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 8
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 8
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 8
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 8
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 8
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 8
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 8
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 8
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 8
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 8
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 8
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 8
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 8
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 8
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 8
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 8
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 8
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 8
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 8
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 8
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 8
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 8
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 8
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 8
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 8
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 8
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 8
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 8
MDPIX - Profunds - Mid-cap Profund Investor Class 8
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 8
UMPIX - Profunds - Ultramid-cap Profund Investor Class 8
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 8
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 8
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 8
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 8
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 8
MPPIX - BNY MELLON FUNDS TRUST - BNY Mellon Pennsylvania Intermediate Municipal Bond Fund Class M Shares 8
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 8
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 8
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 8
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 8
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 8
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 8
Tfo-tdc, Llc 8
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 8
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 8
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 8
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 8
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 8
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 8
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 8
VCGAX - VALIC Co I - Growth & Income Fund 8
VMIDX - VALIC Co I - Mid Cap Index Fund 8
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 8
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 8
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 8
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 8
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 8
VCSVX - VALIC Co II - Small Cap Value Fund 8
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 8
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 8
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 8
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 8
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 8
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 8
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 8
Sugarloaf Wealth Management, LLC 8
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 8
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 8
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 8
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 8
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 8
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 8
Spdr S&p Midcap 400 Etf Trust 8
Bellevue Asset Management, Llc 8
Wealth Quarterback LLC 8
Verus Capital Partners, Llc 8
F&C Asset Management plc 8
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 8
Glg Inc. 8
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 8
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 8
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 8
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 8
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 8
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 8
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 8
Kestra Advisory Services, LLC 8
Bluefin Capital Management, Llc 8
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 8
Six Circles Trust - Six Circles Credit Opportunities Fund 8
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 8
High Note Wealth, LLC 8
Tabor Asset Management, LP 8
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 8
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 8
Advisor Resource Council 8
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 8
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 8
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 8
Divisadero Street Capital Management, LP 8
Elequin Capital Lp 8
EFG Asset Management (North America) Corp. 8
Fortitude Advisory Group L.L.C. 8
MNBD - ALPS ETF Trust - ALPS Intermediate Municipal Bond ETF 8
Kula Investments, LLC 8
West Tower Group, LLC 8
Two Roads Shared Trust - Hypatia Women CEO ETF 8
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 8
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 8
Bruce G. Allen Investments, LLC 8
New Age Alpha Advisors, LLC 8
Abich Financial Wealth Management LLC 8
WealthCollab, LLC 8
RMNY - Tidal Trust III - Rockefeller New York Municipal Bond ETF 8
WealthTrak Capital Management LLC 8
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 8
Psagot Investment House Ltd. 7
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 7
Merit Financial Group, LLC 7
Truewealth Llc 7
Arrowgrass Capital Partners (us) Lp 7
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 7
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 7
Delpha Capital Management, Llc 7
Kaizen Advisory, Llc 7
Ford Financial Group, LLC 7
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 7
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 7
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 7
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 7
DnB Asset Management AS 7
Hirtle Callaghan & Co LLC 7
SFBDX - Advisers Investment Trust - State Farm Municipal Bond Fund 7
Deltec Asset Management Llc 7
Malaga Cove Capital, LLC 7
Mariner Investment Group Llc 7
Calton & Associates, Inc. 7
City Holding Co 7
Oak Thistle LLC 7
Westside Investment Management, Inc. 7
DSIBX - BNY MELLON SHORT-INTERMEDIATE MUNICIPAL BOND FUND - BNY Mellon Short-Intermediate Municipal Bond Fund Class D 7
Epoch Investment Partners, Inc. 7
Bryce Point Capital, LLC 7
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 7
Polymer Capital Management (US) LLC 7
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 7
Miller Value Partners, Llc 7
Vanguard Morgan Growth Fund 7
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 7
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 7
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 7
Washington Trust Advisors, Inc. 7
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 7
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 7
Pinnacle Bancorp, Inc. 7
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 7
D.C. Capital Advisors, Ltd 7
Omnia Family Wealth, LLC 7
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 7
Horizon Kinetics LLC 7
Fieldview Capital Management, LLC 7
Bronson Point Management LLC 7
Jabre Capital Partners S.A. 7
Almanack Investment Partners, LLC. 7
Gierl Augustine Investment Management Inc 7
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 7
Byrne Asset Management LLC 7
First Capital Advisors Group, LLC. 7
Baystate Wealth Management LLC 7
Rise Advisors, LLC 7
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 7
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 7
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 7
Grove Bank & Trust 7
Trust Department Mb Financial Bank N A 7
Polianta Ltd 7
New Amsterdam Partners Llc/ny 7
Norinchukin Bank, The 7
Capital Investment Advisory Services, LLC 7
West Oak Capital, LLC 7
Divisar Capital Management LLC 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 7
Cape Investment Advisory, Inc. 7
Espalier Global Management LLC 7
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio 7
Glenhill Advisors Llc 7
MML Series Investment Fund II - MML Equity Rotation Fund Class II 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
Royce Micro-cap Trust, Inc /md/ 7
True Signal Lp 7
Boston Trust Walden Corp 7
Hollencrest Capital Management 7
Perimeter Capital Partners, LLC 7
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 7
Granite Investment Partners, LLC 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
Cornerstone Wealth Management, LLC 7
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 7
Ruggie Capital Group 7
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 7
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 7
Symmetry Partners, LLC 7
Oliver Luxxe Assets LLC 7
Advent Claymore Convertible Securities & Income Fund 7
Cowen Prime Services LLC 7
Beacon Financial Group 7
Moon Capital Management Lp 7
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 7
Rampart Investment Management Company, LLC 7
Nuveen Amt-free Municipal Value Fund 7
SLIM - Janus Detroit Street Trust - The Obesity ETF 7
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 7
Palo Capital, Inc. 7
Capital Growth Management Lp 7
Nuveen Intermediate Duration Municipal Term Fund 7
Gulf International Bank (UK) Ltd 7
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 7
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 7
Nuveen Intermediate Duration Quality Municipal Term Fund 7
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 7
Caldwell Securities, Inc 7
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 7
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 7
Global Income Builder Portfolio - Global Income Builder Portfolio 7
Tobam 7
Moody National Bank Trust Division 7
Blackrock Master Llc 7
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 7
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 7
Scoggin Management Lp 7
Balentine LLC 7
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 7
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 7
Atika Capital Management LLC 7
Tlp Group Llc 7
Logan Capital Management Inc 7
Sigma Capital Management Llc 7
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 7
QUANTRES ASSET MANAGEMENT Ltd 7
ORG Partners LLC 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 7
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 7
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 7
Park Avenue Institutional Advisers LLC 7
Friedenthal Financial 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 7
Thompson Investment Management, Inc. 7
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 7
MLPIX - Profunds - Mid-cap Value Profund Investor Class 7
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 7
Buckhead Capital Management Llc 7
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 7
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 7
Smith, Graham & Co., Investment Advisors, LP 7
Envestnet Portfolio Solutions, Inc. 7
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 7
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 7
Ionic Capital Management LLC 7
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 7
Wetherby Asset Management Inc 7
Summit Partners Public Asset Management, Llc 7
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 7
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 7
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 7
Nuveen Core Equity Alpha Fund 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 7
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 7
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 7
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 7
Insight Capital Research & Management Inc 7
Wright Investors Service Inc 7
Camelot Portfolios, LLC 7
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 7
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 7
Bp Plc 7
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 7
Central Bank & Trust Co 7
Cupps Capital Management, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 7
Chiron Investment Management, LLC 7
BBVA USA Bancshares, Inc. 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 7
Core Bond Portfolio - Core Bond Portfolio 7
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 7
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 7
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 7
Associated Banc-corp 7
Adams Asset Advisors, LLC 7
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 7
USTEX - USAA MUTUAL FUNDS TRUST - Tax Exempt Long-Term Fund Shares 7
BW Gestao de Investimentos Ltda. 7
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 7
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 7
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 7
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 7
Chase Investment Counsel Corp 7
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 7
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 7
Bourgeon Capital Management Llc 7
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 7
Delta Lloyd Nv 7
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 7
Miles Capital, Inc. 7
South Texas Money Management Ltd 7
CR Intrinsic Investors, LLC 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 7
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 7
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
Monetary Management Group Inc 7
Trustmark National Bank Trust Department 7
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 7
Tucker Asset Management Llc 7
Orbitronix, LP 7
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 7
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 7
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 7
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 7
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 7
Essex Financial Services, Inc. 7
TD Securities (USA) LLC 7
Lodge Hill Capital, LLC 7
Banque Cantonale Vaudoise 7
Alhambra Investment Partners LLC 7
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 7
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 7
City National Bank 7
Duncker Streett & Co Inc 7
Roaring Blue Lion Capital Management, L.P. 7
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 7
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 7
Charter Trust Co 7
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 7
VLHYX - Value Line Tax Exempt Fund Inc - Value Line Tax Exempt Fund Inc National Bond Portfolio 7
Profunds - Profund Vp Mid-cap Value 7
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 7
Quad Capital Management Advisors LLC 7
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 7
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 7
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 7
Andra AP-fonden 7
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 7
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 7
Carolinas Wealth Consulting Llc 7
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 7
Center for Financial Planning, Inc. 7
Platte River Capital LLC 7
Lebenthal Asset Management, LLC 7
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 7
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 7
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 7
Eagle Global Advisors Llc 7
Wilmington Trust, National Association 7
Park Avenue Securities Llc 7
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 7
Natixis Investment Managers International 7
Cnh Partners Llc 7
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 7
Mount Lucas Management LP 7
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 7
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 7
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 7
Dai-ichi Life Holdings, Inc. 7
U S Global Investors Inc 7
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 7
Tiger Management L.l.c. 7
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 7
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
Quantum Capital Management 7
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 7
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 7
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 7
GM Advisory Group, Inc. 7
LMR Master Fund Ltd 7
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 7
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 7
Daiwa Capital Markets America Inc. 7
FDO Partners, LLC 7
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 7
Highland Capital Management, Llc 7
Ashton Thomas Private Wealth, LLC 7
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 7
Apriem Advisors 7
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 7
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 7
Partnervest Advisory Services LLC 7
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 7
Intrust Bank Na 7
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 7
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 7
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 7
Ninety One UK Ltd 7
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 7
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 7
PartnerRe Asset Management CORP 7
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 7
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 7
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 7
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 7
SDDMX - BERNSTEIN SANFORD C FUND INC - Short Duration Diversified Municipal Portfolio 7
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 7
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 7
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 7
Ada Investment Management, LP 7
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 7
Shufro Rose & Co Llc 7
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 7
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 7
Swedbank AB 7
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 7
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 7
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 7
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 7
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 7
Agf Investments Inc. 7
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 7
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 7
Folger Hill Asset Management LP 7
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
Fjarde Ap-fonden /fourth Swedish National Pension Fund 7
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 7
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 7
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 7
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 7
Cribstone Capital Management, LLC 7
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 7
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 7
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 7
Alaska Permanent Fund Corp 7
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 7
CONAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Social Bond Fund Class A 7
Avion Wealth 7
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 7
Stonehage Fleming (uk) Ltd 7
Arden Investment Series Trust 7
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 7
Camarda Financial Advisors, LLC 7
Nicholas Company, Inc. 7
Killen Group Inc 7
TFC Financial Management 7
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 7
Horizon Kinetics Asset Management Llc 7
Baltimore-Washington Financial Advisors, Inc. 7
Paces Ferry Wealth Advisors, Llc 7
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 7
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 7
Old Second National Bank Of Aurora 7
Apex Capital, Llc 7
Manning & Napier Advisors Llc 7
FMOAX - FEDERATED MUNICIPAL SECURITIES INCOME TRUST - Federated Municipal High Yield Advantage Fund Class A Shares 7
DSSMX - DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selective State Municipal Bond Portfolio Institutional Class 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
Guardian Investor Services Llc 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
BCJ Capital Management, LLC 7
Stephens Investment Management Group LLC 7
Princeton Global Asset Management LLC 7
Tuscan Ridge Asset Management Llc 7
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 7
Isthmus Partners, Llc 7
Usca Ria Llc 7
Sanders Morris Harris Llc 7
Addison Advisors LLC 7
Hallmark Capital Management Inc 7
WealthTrust Fairport, LLC 7
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 7
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 7
Howard Hughes Medical Institute 7
Veriti Management LLC 7
Capital Guardian Trust Co 7
Magnus Financial Group LLC 7
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 7
HHM Wealth Advisors, LLC 7
Symons Capital Management Inc 7
Mizuho Asset Management Co.,Ltd. 7
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 7
qPULA Trading Management LP 7
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 7
Mizuho Securities Co. Ltd. 7
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 7
Syntal Capital Partners, LLC 7
Us Financial Advisors, Llc 7
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 7
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 7
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 7
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 7
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7
IBMT - iSHARES TRUST - iShares iBonds Dec 2031 Term Muni Bond ETF 7
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 7
Concord Wealth Partners 7
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 7
Cypress Capital Group 7
Standard Family Office LLC 7
Allegis Investment Advisors, LLC 7
Cookson Peirce & Co Inc 7
Fenimore Asset Management Inc 7
Kowal Investment Group, LLC 7
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 7
Nkcfo Llc 7
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 7
Arcadia Investment Management Corp/mi 7
Virginia Retirement System 7
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 7
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 7
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 7
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 7
Reynolds Capital Management Llc 7
Greenleaf Trust 7
Woodmont Investment Counsel Llc 7
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 7
Cumberland Partners Ltd 7
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 7
FormulaFolio Investments, LLC 7
Unigestion Holding SA 7
GHP Investment Advisors, Inc. 7
Moneta Group Investment Advisors Llc 7
Olstein Capital Management, L.P. 7
Integrated Wealth Concepts LLC 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
Ceredex Value Advisors LLC 7
Fs Credit Income Fund 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
Atlas Capital Advisors Llc 7
Signature Wealth Management Group 7
Soviero Asset Management, LP 7
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 7
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 7
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 7
Heritage Wealth Management, Llc 7
Pentwater Capital Management LP 7
VCBDX - VALIC Co I - Core Bond Fund 7
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
Calamos Wealth Management LLC 7
Prime Capital Investment Advisors, LLC 7
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 7
Park West Asset Management LLC 7
First Dallas Securities Inc. 7
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 7
WealthPLAN Partners, LLC 7
Berylson Capital Partners, Llc 7
EULAV Asset Management 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 7
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 7
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 7
Burt Wealth Advisors 7
Avestar Capital, LLC 7
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 7
Cowen And Company, Llc 7
Banco Bilbao Vizcaya Argentaria, S.a. 7
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 7
Andromeda Capital LLC 7
VCSMX - VALIC Co I - Small Cap Fund 7
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 7
Athena Capital Advisors Llc 7
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 7
Banco de Sabadell, S.A 7
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 7
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 7
Shinko Asset Management Co., Ltd. 7
Silphium Asset Management Ltd 7
Cleararc Capital Inc 7
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 6
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 6
Argent Capital Management Llc 6
Blackrock Municipal Income Investment Quality Trust 6
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 6
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 6
Saba Capital Management, L.P. 6
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
One Wealth Advisors, LLC 6
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 6
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 6
Meiji Yasuda Asset Management Co Ltd. 6
GeoWealth Management, LLC 6
Bluestein R H & Co 6
Philadelphia Trust Co 6
First Command Bank 6
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 6
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 6
Kestra Private Wealth Services, Llc 6
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 6
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 6
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 6
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 6
Thor Advisors, Llc 6
Kempen Capital Management N.v. 6
SummitTX Capital, L.P. 6
Ballentine Partners, LLC 6
Counsel Portfolio Services Inc. 6
West Paces Advisors Inc. 6
Roosevelt Investment Group Llc 6
Achievement Holdings L.P. 6
HN Saltoro Capital, LP 6
Vestmark Advisory Solutions, Inc. 6
Fiduciary Trust Co 6
Delta Lloyd Asset Management N.v. 6
Mainstay Capital Management Llc /adv 6
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 6
CLARET ASSET MANAGEMENT Corp 6
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 6
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 6
Braun Stacey Associates Inc 6
Stony Point Capital LLC 6
Lloyds Banking Group plc 6
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 6
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 6
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 6
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 6
Guyasuta Investment Advisors Inc 6
Chartwell Investment Partners/pa 6
Column Capital Advisors, LLC 6
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 6
Comerica Securities,inc. 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Government Portfolio Initial Class 6
Deroy & Devereaux Private Investment Counsel Inc 6
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
Dumont & Blake Investment Advisors Llc 6
Keeley Asset Management Corp 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 6
Pco Investment Management Lp 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 6
Railway Pension Investments Ltd 6
Eminence Capital, Lp 6
Hartford Series Fund Inc 6
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 6
Kozak & Associates, Inc. 6
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 6
WR Wealth Planners, LLC 6
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 6
LGT Financial Advisors LLC 6
Deseret Mutual Benefit Administrators 6
Bayberry Capital Partners LP 6
Davidson Kempner Capital Management LLC 6
Simply Money Advisors 6
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Sumitomo Life Insurance Co 6
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 6
Machina Capital S.a.s. 6
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 6
MIPBX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Municipal Income Portfolio Class I 6
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 6
Park Place Capital Corp 6
Perigon Wealth Management, LLC 6
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 6
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 6
Centenus Global Management, Lp 6
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
United Asset Strategies, Inc. 6
Parisi Gray Wealth Management 6
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 6
Montag A & Associates Inc 6
Connors Investor Services Inc 6
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 6
Archer Investment Corp 6
ISAM Funds (UK) Ltd 6
Pinnacle Financial Partners Inc 6
Sii Investments Inc/wi 6
Redwood Investment Management, Llc 6
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 6
Procyon Private Wealth Partners, LLC 6
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 6
Reliance Trust Co Of Delaware 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
Emory University 6
Squar Milner Financial Services Llc 6
Trilogy Capital Inc. 6
Tourbillon Capital Partners, L.P. 6
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 6
Private Bank & Trust Co 6
Keeler THomas Management LLC 6
Moran Wealth Management, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 6
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 6
Destrier Capital Management Llc 6
Bedel Financial Consulting, Inc. 6
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 6
Monument Capital Management 6
Bahl & Gaynor Inc 6
Claraphi Advisory Network, LLC 6
Mraz, Amerine & Associates, Inc. 6
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 6
IMIEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Intermediate Municipal Income Portfolio Class I 6
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 6
Dreyfus Strategic Municipals Inc 6
Griffin Institutional Access Credit Fund 6
VGLSX - VALIC Co I - Global Strategy Fund 6
Banyan Partners, LLC 6
Knights of Columbus Asset Advisors LLC 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 6
Widmann Financial Services, Inc. 6
Bray Capital Advisors 6
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 6
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 6
Dixon Hughes Goodman Wealth Advisors LLC 6
Tremblant Capital Group 6
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 6
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 6
Legg Mason Investment Counsel, LLC 6
Annis Gardner Whiting Capital Advisors, LLC 6
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 6
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 6
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 6
Cassady Schiller Wealth Management, LLC 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Disciplined Growth Investors Inc /mn 6
SRB Corp 6
Red Tortoise LLC 6
STXV - EA Series Trust - Strive 1000 Value ETF 6
1st Global Advisors, Inc. 6
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 6
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 6
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 6
American Capital Advisory, LLC 6
ID Management A/S 6
Ridgewood Investments LLC 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
Operose Advisors LLC 6
John Hancock Hedged Equity & Income Fund 6
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 6
FUKOKU MUTUAL LIFE INSURANCE Co 6
Capital Financial Planning, LLC 6
Main Street Financial Solutions, LLC 6
Kovack Advisors, Inc. 6
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 6
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 6
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 6
APBAX - Cavanal Hill Funds - Active Core Fund Investor 6
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 6
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 6
CrestPoint Capital Management, LLC 6
Price Wealth Management, Inc. 6
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 6
Summit Street Capital Management, LLC 6
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
Ritholtz Wealth Management 6
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 6
Allstate Corp 6
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 6
Ossiam 6
Edge Wealth Management LLC 6
Springhouse Capital Management, LP 6
Seeyond 6
Rainier Investment Management Llc 6
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 6
IFM Investors Pty Ltd 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 6
Activest Wealth Management 6
Satuit Capital Management Trust 6
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 6
Wunderlich Securities, Inc. 6
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
TIXRX - TIAA-CREF FUNDS - TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund Retail Class 6
Capital Impact Advisors, LLC 6
Legg Mason Asset Management (Japan) Co., Ltd. 6
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 6
Glazer Capital, Llc 6
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 6
Blackrock Credit Allocation Income Trust 6
Royal Fund Management, LLC 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
NJ State Employees Deferred Compensation Plan 6
AustralianSuper Pty Ltd 6
Bank Julius Baer & Co. Ltd, Zurich 6
MML Series Investment Fund II - MML Blend Fund Initial Class 6
Arbor Capital Management Llc 6
Tredje AP-fonden 6
Childress Capital Advisors, Llc 6
AMF Pensionsforsakring AB 6
Blackrock Strategic Municipal Trust 6
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 6
Lombard Odier Asset Management (Europe) Ltd 6
Equitable Holdings, Inc. 6
MML Series Investment Fund II - MML High Yield Fund Class II 6
Tokio Marine Asset Management Co Ltd 6
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 6
Jackson Square Capital, Llc 6
tru Independence LLC 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 6
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 6
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 6
Broad Bay Capital Management, LP 6
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 6
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 6
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 6
WIREX - PFS FUNDS - Wireless Fund 6
FundVantage Trust - Verplanck Balanced Fund 6
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 6
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 6
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 6
Rubric Capital Management, LLC 6
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 6
Sterling Ridge Capital Management LP 6
V Wealth Advisors LLC 6
Hatteras Funds, LLC 6
Gallacher Capital Management LLC 6
Jpmorgan Trust Iii 6
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 6
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 6
Opal Wealth Advisors, LLC 6
Kohlberg Kravis Roberts & Co. L.P. 6
EHP Funds Inc. 6
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 6
Fulton Bank, N.a. 6
Allen Investment Management LLC 6
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 6
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 6
ASB Consultores, LLC 6
Meridian Wealth Management, LLC 6
Premier Asset Management Llc 6
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 6
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 6
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 6
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 6
Toth Financial Advisory Corp 6
Arlington Partners LLC 6
P.a.w. Capital Corp 6
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 6
ZPR Investment Management 6
NOCBX - Northern Funds - Northern Core Bond Fund 6
Freestone Grove Partners LP 6
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 6
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 6
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 6
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
Kinneret Advisory, LLC 6
Western Standard LLC 6
Oakworth Capital, Inc. 6
Kemnay Advisory Services Inc. 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Solaris Asset Management Llc 6
Fic Capital Inc 6
Sanctuary Advisors, LLC 6
Kleinwort Benson Investors Dublin Ltd 6
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 6
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 6
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 6
Mach-1 Financial Group, Inc. 6
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 6
Exane Asset Management 6
Valinor Management, Llc 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 6
Spectrum Management Group, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Selective State Municipal Bond Portfolio Institutional Class 6
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 6
Adviser Investments LLC 6
Kings Point Capital Management 6
DAACX - Adviser Managed Trust - Diversified Equity Fund 6
Clearbridge, Llc 6
Financial Perspectives, Inc 6
Financial Engines Advisors L.L.C. 6
Measured Wealth Private Client Group, LLC 6
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 6
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 6
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 6
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 6
Banco Santander, S.A. 6
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 6
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 6
Tenzing Global Management, LLC 6
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 6
Green Arrow Capital Management Llc 6
Mainstay Definedterm Municipal Opportunities Fund 6
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 6
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 6
First Command Financial Services, Inc. 6
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 6
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 6
Nwam Llc 6
Apertura Capital, LLC 6
Capital Research Global Investors 6
Tiedemann Advisors, Llc 6
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 6
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 6
Cognios Capital, LLC 6
MBNE - SSGA Active Trust - SPDR(R) Nuveen Municipal Bond ESG ETF 6
Osborn Rohs Williams & Donohoe Ltd 6
Ibex Wealth Advisors 6
T. Rowe Price Investment Management, Inc. 6
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 6
Virtus ETF Advisers LLC 6
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 6
Delphi Private Advisors LLC 6
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I 6
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 6
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 6
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 6
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 6
Minichmacgregor Wealth Management, Llc 6
Next Capital Management LLC 6
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 6
XR Securities LLC 6
Kilter Group LLC 6
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 6
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 6
National Pension Service 6
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 6
Arrow Financial Corp 6
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 6
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 6
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 6
WestEnd Advisors, LLC 6
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 6
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 6
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 6
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 6
Vontobel Holding Ltd. 6
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 6
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 6
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 6
Qci Asset Management Inc/ny 6
JIHDX - John Hancock Funds II - High Yield Fund Class 1 6
Goelzer Investment Management, Inc. 6
Conning Inc. 6
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 6
Crawford Investment Counsel Inc 6
CFICX - CALVERT FUND - Calvert Income Fund Class A 6
MU Investments Co., Ltd. 6
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 6
HBK Sorce Advisory LLC 6
Endurance Wealth Management, Inc. 6
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 6
Timpani Capital Management LLC 6
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 6
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 6
BlackRock ETF Trust II - BlackRock Flexible Income ETF 6
Nikko Asset Management Americas, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 6
NorthRock Partners, LLC 6
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 6
Morgan Dempsey Capital Management Llc 6
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 6
RWC Asset Management LLP 6
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 6
Nissay Asset Management Corp /japan/ /adv 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 6
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 6
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 6
Marquette Asset Management, LLC 6
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 6
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 6
Adirondack Research & Management Inc. 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 6
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 6
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 6
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 6
Stonebridge Capital Advisors LLC 6
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
PCMNX - PACE SELECT ADVISORS TRUST - PACE Municipal Fixed Income Investments Class P 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 6
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 6
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 6
Highland Capital Management Lp 6
Kalmar Investments Inc /de/ 6
RiverNorth Flexible Municipal Income Fund II, Inc. 6
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 6
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 6
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 6
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 6
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 6
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 6
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 6
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 6
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 6
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 6
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 6
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 6
NIXT - EA Series Trust - Research Affiliates Deletions ETF 6
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 6
Verdad Advisers, LP 6
Sachetta, LLC 6
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 6
Frazier Financial Advisors, LLC 6
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 6
AMG National Trust Bank 6
Loews Corp 6
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 6
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 6
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 6
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 6
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 6
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 6
Kentucky Retirement Systems Insurance Trust Fund 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
Lenox Wealth Management, Inc. 6
Kernodle & Katon Asset Management Group, LLC 6
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 6
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 6
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
Bartlett & Co. Wealth Management Llc 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
Formidable Asset Management, LLC 6
Schwartz Investment Counsel Inc 6
WESPAC Advisors SoCal, LLC 6
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 6
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
West Branch Capital LLC 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 6
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 6
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 6
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 6
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 6
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 6
Mn Services Vermogensbeheer B.V. 6
MNBCX - Victory Portfolios IV - Victory Pioneer AMT-Free Municipal Fund Class C 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 6
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 6
Beacon Capital Management, Inc. 6
Wellington Shields Capital Management, LLC 6
Pergamon Offshore Advisors, L.P. 6
Blackstone / Gso Floating Rate Enhanced Income Fund 6
Sittner & Nelson, Llc 6
UMA Financial Services, Inc. 6
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 6
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 6
Ohio National Investments, Inc. 6
Personal Cfo Solutions, Llc 6
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 6
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 6
Tiverton Asset Management Llc 6
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 6
Gilman Hill Asset Management, LLC 6
EVR Research LP 6
Savior LLC 6
Miller Howard Investments Inc /ny 6
Capital Management Associates /ny/ 6
Hcim Trust 6
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 6
Wiley Bros.-aintree Capital, Llc 6
Carmignac Gestion 6
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 6
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 6
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 6
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 6
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 6
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 6
Corient Capital Partners, LLC 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
Sentinel Trust Co Lba 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 6
Otter Creek Advisors, LLC 6
40 North Management LLC 6
Vigilant Capital Management, LLC 6
JT Stratford LLC 6
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 6
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 6
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 6
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 6
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 6
Teton Advisors, Inc. 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
Greenland Capital Management LP 6
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 6
Trust Co 6
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 6
Vaughan Nelson Investment Management, L.p. 6
Blackrock Ltd Duration Income Trust 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
IPG Investment Advisors LLC 6
Columbia Wanger Asset Management Llc 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
Crestline Management, LP 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 5
Simon Quick Advisors, Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 5
Pzena Investment Management Llc 5
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 5
GNMVX - PIMCO FUNDS - PIMCO Gurtin National Municipal Intermediate Value Fund Institutional Class 5
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
Northwest Investment Counselors, Llc 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 5
Teton Westwood Funds 5
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 5
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 5
Cantor Fitzgerald, L. P. 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 5
Mission Wealth Management, Lp 5
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 5
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 5
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 5
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 5
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 5
Portside Wealth Group, LLC 5
Hoey Investments, Inc 5
Perritt Capital Management Inc 5
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 5
Tdam Usa Inc. 5
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 5
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 5
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 5
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 5
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 5
Geneva Advisors, LLC 5
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 5
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 5
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 5
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 5
KAMES CAPITAL plc 5
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 5
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 5
Nemes Rush Group LLC 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 5
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 5
IYIAX - IVY FUNDS - Ivy Municipal High Income Fund Class A 5
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 5
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 5
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 5
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 5
BLPIX - Profunds - Bull Profund Investor Class 5
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 5
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 5
Mascoma Wealth Management LLC 5
Busey Wealth Management 5
ULPIX - Profunds - Ultrabull Profund Investor Class 5
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 5
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 5
LVPIX - Profunds - Large-cap Value Profund Investor Class 5
Efficient Market Advisors, LLC 5
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 5
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 5
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 5
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 5
Bollard Group LLC 5
Court Place Advisors, LLC 5
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 5
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 5
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 5
Advisory Alpha, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 5
Private Wealth Asset Management, LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 5
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 5
Ardevora Asset Management LLP 5
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 5
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 5
Colonial Trust Advisors 5
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 5
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 5
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 5
Lakewood Capital Management, Lp 5
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5
Ashfield Capital Partners, LLC 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 5
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 5
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 5
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 5
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 5
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 5
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 5
Profunds - Profund Vp Large-cap Value 5
Profunds - Profund Vp Mid-cap Growth 5
Luxor Capital Group, LP 5
Profunds - Profund Vp Bull 5
Profunds - Profund Vp Ultrabull 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 5
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
Pimco Flexible Credit Income Fund 5
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 5
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 5
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 5
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 5
Pimco Income Opportunity Fund 5
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 5
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 5
Mariner Wealth Advisors-NYC, LLC 5
Ksa Capital Management, Llc 5
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 5
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 5
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 5
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 5
STXG - EA Series Trust - Strive 1000 Growth ETF 5
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 5
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 5
Halbert Hargrove Global Advisors, Llc 5
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 5
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 5
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 5
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 5
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 5
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 5
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 5
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 5
Barington Capital Group, L.p. 5
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 5
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 5
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 5
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 5
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 5
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 5
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 5
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 5
York Capital Management Global Advisors, LLC 5
Li Winifred I 5
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 5
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 5
HTAX - Macquarie ETF Trust - Macquarie National High-Yield Municipal Bond ETF 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Rocky Mountain Advisers, Llc 5
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 5
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 5
ARGA Investment Management, LP 5
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 5
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 5
FirstMerit Bank N A Trustee 5
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 5
Robeco Schweiz AG 5
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 5
Apollo Management Holdings, L.P. 5
Patten Group, Inc. 5
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 5
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 5
Ipswich Investment Management Co., Inc. 5
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 5
KIFAX - Forward Funds - Salient Select Income Fund Class A 5
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 5
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 5
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
Tieton Capital Management, LLC 5
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 5
National Penn Investors Trust Co /pa 5
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 5
Welch & Forbes Llc 5
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 5
Dfa Investment Trust Co - The Emerging Markets Series 5
Capital Investment Counsel, Inc 5
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 5
First City Capital Management, Inc. 5
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 5
Horan Securities, Inc. 5
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 5
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 5
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 5
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 5
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 5
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 5
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 5
Alphagen Securities Llc 5
Strategic Investment Solutions, Inc. /IL 5
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 5
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 5
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 5
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 5
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 5
Dorsey & Whitney Trust CO LLC 5
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
Argent Trust Co 5
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 5
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 5
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 5
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 5
Winfield Associates, Inc. 5
Pax World Management Llc 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 5
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 5
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 5
McAdam, LLC 5
Willingdon Wealth Management 5
Ssga Master Trust 5
BSW Wealth Partners 5
New England Capital Financial Advisors LLC 5
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 5
Redwood Wealth Management Group, LLC 5
Foster & Motley Inc 5
Osterweis Capital Management Inc 5
Steadfast Capital Management Lp 5
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 5
Institute for Wealth Management, LLC. 5
Hefty Wealth Partners 5
Boussard & Gavaudan Investment Management LLP 5
Polaris Wealth Advisory Group, LLC 5
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 5
Oarsman Capital, Inc. 5
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 5
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 5
U.S. Monthly Income Fund for Puerto Rico Residents, Inc. - U.S. Monthly Income Fund for Puerto Rico Residents Class P 5
Delaware Enhanced Global Dividend & Income Fund 5
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 5
Colonial Trust Co / SC 5
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 5
RiverFront Investment Group, LLC 5
Loeb Offshore Management LP 5
Southpoint Capital Advisors LP 5
Centaur Capital Partners, L.P. 5
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 5
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 5
Axxcess Wealth Management, Llc 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
Gyroscope Capital Management Group, Llc 5
EP Wealth Advisors, Inc. 5
Alpine Partners USVI, LLC 5
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 5
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 5
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 5
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 5
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 5
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 5
Banque Transatlantique SA 5
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 5
John Hancock Investors Trust 5
Oppenheimer Quest For Value Funds 5
High Income Opportunities Portfolio - High Income Opportunities Portfolio 5
Dai-Ichi Life Insurance Company, Ltd 5
First Trust High Income Long/short Fund 5
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Impact Municipal Fund Investor A 5
Range Financial Group LLC 5
Capital Asset Advisory Services LLC 5
Beacon Capital Management, LLC 5
Concentric Capital Strategies, LP 5
Pensionfund Sabic 5
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 5
Viking Global Investors Lp 5
Adams Diversified Equity Fund, Inc. 5
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 5
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 5
Householder Group Estate & Retirement Specialist, LLC 5
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 5
Pensionfund DSM Netherlands 5
Intellectus Partners, LLC 5
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 5
Henssler Funds Inc 5
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 5
Blackrock Municipal 2020 Term Trust 5
Crawford Lake Capital Management, LLC 5
Livingston Group Asset Management CO (operating as Southport Capital Management) 5
Kms Financial Services, Inc 5
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 5
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 5
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 5
New England Research & Management, Inc. 5
Blackrock Munienhanced Fund, Inc. 5
Daiwa SB Investments Ltd. 5
Fortis Advisors, LLC 5
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 5
Wells Fargo Global Dividend Opportunity Fund 5
Wells Fargo Multi-sector Income Fund 5
Bridgeworth, LLC 5
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 5
Forum Financial Management, LP 5
Fort, L.p. 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
Perkins Coie Trust Co 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 5
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 5
Legacy Private Trust Co. 5
Goldentree Asset Management Lp 5
Credit Industriel Et Commercial 5
Country Trust Bank 5
Thb Asset Management 5
Capricorn Fund Managers Ltd 5
Ivy High Income Opportunities Fund 5
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
MQS Management LLC 5
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 5
Webster Bank, N. A. 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
First Financial Corp /in/ 5
Trillium Asset Management, Llc 5
Standard Life Investments LTD 5
Barnett & Company, Inc. 5
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 5
Fruth Investment Management 5
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 5
Amplius Wealth Advisors, LLC 5
Delta Asset Management Llc/tn 5
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 5
Israel Discount Bank of New York 5
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 5
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 5
Ab Pooling Portfolios 5
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 5
Underlying Funds Trust 5
TRUE Private Wealth Advisors 5
Kendall Square Capital, LLC 5
Sterling Investment Advisors, Ltd. 5
Clarus Wealth Advisors 5
Silver Point Capital L.P. 5
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 5
Carmichael Hill & Associates, Inc. 5
Parasol Investment Management, LLC 5
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 5
Nuveen Enhanced High Yield Municipal Bond Fund 5
New Century Investment Management, Inc 5
Eastern Bank 5
Smith Group Asset Management, LLC 5
Aevitas Wealth Management, Inc. 5
American National Bank 5
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 5
Gagnon Securities Llc 5
Clifford Capital Partners Llc 5
Whipplewood Advisors, LLC 5
Deer Park Road Corp 5
Kwmg, Llc 5
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 5
G&S Capital LLC 5
SWS Partners 5
Accurate Wealth Management, LLC 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
MIUCX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Intermediate Fund Class C 5
CNB Bank 5
Harvest Capital Strategies LLC 5
OmniStar Financial Group, Inc. 5
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 5
Kb Financial Partners, Llc 5
Tiaa, Fsb 5
CenturyLink Investment Management Co 5
Acuitas Investments, LLC 5
Claybrook Capital, LLC 5
Elo Mutual Pension Insurance Co 5
Silvant Capital Management LLC 5
PharVision Advisers, LLC 5
O'Neil Global Advisors, Inc. 5
Pallas Capital Advisors LLC 5
Peconic Partners Llc 5
Frontier Capital Management Co Llc 5
Capitolis Advisors LLC 5
Schwab Charitable Fund 5
Capital Bank & Trust Co 5
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 5
Redpoint Investment Management Pty Ltd 5
Boenning & Scattergood, Inc. 5
Worldquant Millennium Advisors Llc 5
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 5
Nwq Investment Management Company, Llc 5
B. Metzler seel. Sohn & Co. Holding AG 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
Vectors Research Management, LLC 5
Resources Management Corp /ct/ /adv 5
Eidelman Virant Capital 5
Delta Investment Management, LLC 5
Nachman Norwood & Parrott, Inc 5
EMC Capital Management 5
Hexavest Inc. 5
Evolution Wealth Advisors, LLC 5
Allred Capital Management, LLC 5
Springowl Associates Llc 5
Essex Savings Bank 5
Enlightenment Research, LLC 5
Arete Wealth Advisors, LLC 5
Cary Street Partner Investment Advisory Llc 5
True Link Financial Advisors, LLC 5
K2 Principal Fund, L.p. 5
GUMI - Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Municipal Income ETF 5
Connacht Asset Management LP 5
Long Focus Capital Management, Llc 5
Ogorek Anthony Joseph /ny/ /adv 5
Cannell Peter B & Co Inc 5
Cavalier Investments, LLC 5
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 5
Islet Management, LP 5
Semmax Financial Advisors Inc. 5
Mitsubishi UFJ Securities Holdings Co., Ltd. 5
Global Wealth Management Investment Advisory, Inc. 5
Kestra Investment Management, LLC 5
DC Investments Management, LLC 5
Flagship Private Wealth, LLC 5
Next Century Growth Investors Llc 5
Intersect Capital LLC 5
Aspire Private Capital, LLC 5
Mid Atlantic Financial Management Inc/adv 5
Clarfeld Financial Advisors, Llc 5
Voleon Capital Management Lp 5
Wolff Wiese Magana Llc 5
Ashton Thomas Securities, Llc 5
Occidental Asset Management, LLC 5
Elk Creek Partners, LLC 5
CWA Asset Management Group, LLC 5
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 5
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 5
Majedie Asset Management Ltd 5
Mandatum Life Insurance Co Ltd 5
Shamrock Asset Management LLC 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
Highland Capital Management Fund Advisors, L.p. 5
Weaver Consulting Group 5
Arden Trust Co 5
Patton Fund Management, Inc. 5
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 5
Brown, Lisle/cummings, Inc. 5
Guggenheim Equal Weight Enhanced Equity Income Fund 5
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 5
Zwj Investment Counsel Inc 5
Rs Variable Products Trust 5
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 5
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 5
Roxbury Capital Management 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
WFA of San Diego, LLC 5
TradeLink Capital LLC 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 5
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 5
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 5
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 5
Rockefeller Financial Services Inc 5
Becker Capital Management Inc 5
AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Intermediate Term Municipal Fund Class C 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 5
RAALX - Two Roads Shared Trust - Conductor Global Equity Value Fund Class A 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 5
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 5
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 5
Albion Financial Group /ut 5
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 5
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 5
New Covenant Trust Company, N.A. 5
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 5
PPM Funds - PPM Long Short Credit Fund (Inst) 5
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 5
Concert Wealth Management Inc. 5
LRI Investments, LLC 5
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 5
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 5
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 5
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 5
Thurston, Springer, Miller, Herd & Titak, Inc. 5
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 5
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 5
NEARX - US GLOBAL INVESTORS FUNDS - Near-Term Tax Free Fund 5
Blume Capital Management, Inc. 5
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 5
FT Options LLC 5
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 5
Franklin Universal Trust 5
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 5
NOSIX - Northern Funds - Northern Stock Index Fund 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
Potomac Capital Management, Inc. 5
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 5
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 5
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 5
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
CCMG - EA Series Trust - CCM Global Equity ETF 5
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 5
MBEQX - M FUND INC - M International Equity Fund 5
Walled Lake Planning & Wealth Management, Llc 5
Rosenberg Matthew Hamilton 5
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 5
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 5
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 5
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 5
Optimal Asset Management, Inc. 5
Eudaimonia Partners, LLC 5
Endex Capital Management Llc 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 5
Galaxy Capital Trading Ltd 5
Raymond James Trust N.a. 5
Brighton Jones Llc 5
Alkeon Capital Management Llc 5
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 5
Laffer Investments 5
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 5
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 5
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 5
Deerfield Management Company, L.p. (series C) 5
Contrarian Capital Management, L.l.c. 5
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 5
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 5
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 5
PACIFIC SELECT FUND - Equity Index Portfolio Class I 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 5
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 5
Crystal Rock Capital Management 5
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 5
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 5
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 5
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 5
Haafor (Singapore) Pte. Ltd. 5
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 5
Hatteras Alternative Mutual Funds, LLC 5
Arkadios Wealth Advisors 5
Wilmington Trust Investment Management, LLC 5
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 5
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 5
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 5
Marsico Capital Management Llc 5
Core Wealth Advisors, Inc. 5
Ethic Inc. 5
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 5
Americana Partners, LLC 5
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 5
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 5
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 5
Lyons Wealth Management, LLC. 5
Lloyd Advisory Services, LLC. 5
Professional Financial Advisors, LLC 5
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 5
Pineridge Advisors LLC 5
Islay Capital Management, Llc 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 5
Spdr S&p 500 Etf Trust 5
Great Diamond Partners, LLC 5
Steel Peak Wealth Management LLC 5
Leelyn Smith, LLC 5
Verdence Capital Advisors LLC 5
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 5
GATEX - Gateway Trust - Gateway Fund Class A Shares 5
M&r Capital Management Inc 5
Canandaigua National Bank & Trust Co 5
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 5
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 5
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 5
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 5
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
Sierra Summit Advisors Llc 5
Leonard Green & Partners, L.P. 5
Ronald Blue & Co Llc 5
Northern Right Capital Management, L.P. 5
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 5
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 5
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 5
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 5
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 5
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 5
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 5
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 5
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 5
Gw Henssler & Associates Ltd 5
Bridges Investment Management Inc 5
TimesSquare Capital Management, LLC 5
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 5
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 5
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 5
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 5
Torno Capital, Llc 5
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 5
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 5
Wellington Shields & Co., LLC 5
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 5
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 5
Caitlin John, LLC 5
Polymer Capital Management (HK) LTD 5
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 5
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 5
Hanson & Doremus Investment Management 5
Aviance Capital Management, Llc 5
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 5
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 5
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 5
St Germain D J Co Inc 5
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 5
Select Equity Group, L.P. 5
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
Morningstar Investment Services LLC 5
URTH - iShares, Inc. - iShares MSCI World ETF 5
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 5
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 5
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 5
Oasis Management Co Ltd. 5
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 5
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 5
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 5
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 5
Investment Management Of Virginia Llc 5
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 5
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 5
S&t Bank/pa 5
Community Financial Services Group, LLC 5
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 5
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 5
Strategic Capital Alternatives LLC 5
AT Bancorp 5
Well Done, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
Pittenger & Anderson Inc 5
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 5
First Niagara Bank 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 5
Cubic Asset Management, LLC 5
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 5
Eaton Vance Municipal Income 2028 Term Trust 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 5
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 5
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 5
FAINX - MSS Series Trust - Fallen Angels Income Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 5
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 5
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 5
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 5
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 5
Trilogy Global Advisors Lp 5
FCHPX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Income 2023 Fund 5
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 5
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 5
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 5
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 5
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 5
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 5
Rakuten Securities, Inc. 5
Longfellow Investment Management Co Llc 5
Blackrock Muniholdings Quality Fund Ii, Inc. 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 5
Lecap Asset Management Ltd 5
Piershale Financial Group, Inc. 5
Blackrock Muniyield Investment Fund 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
MML Series Investment Fund II - MML Equity Fund Initial Class 5
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 5
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 5
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 5
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 5
Rezny Wealth Management, Inc. 5
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 5
VCIGX - VALIC Co I - Dividend Value Fund 5
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 5
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 5
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 5
VSTIX - VALIC Co I - Stock Index Fund 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 5
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 5
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 5
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 5
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 5
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 5
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 5
Ingalls & Snyder Llc 5
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 5
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 5
Vanguard Windsor Funds 5
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 5
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 5
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 5
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 5
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 5
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 5
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 5
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 5
Securian Funds Trust - SFT Index 500 Fund Class 1 5
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 5
High Pointe Capital Management Llc 5
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 5
Mastrapasqua Asset Management Inc 5
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 5
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 5
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 5
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 5
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 5
Valued Wealth Advisors LLC 5
PENN SERIES FUNDS INC - Index 500 Fund 5
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 5
PENN SERIES FUNDS INC - Mid Cap Value Fund 5
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 5
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 5
Pvg Asset Management Corp 5
Adirondack Trust Co 5
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 5
First Heartland Consultants, Inc. 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 5
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 5
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 5
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 5
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 5
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 5
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 5
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 5
Seizert Capital Partners, Llc 5
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 5
Qrg Capital Management, Inc. 5
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 5
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 5
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 5
Norden Group Llc 5
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 5
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 5
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 5
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
Jensen Investment Management Inc 5
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 5
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 5
Trust Co Of Toledo Na /oh/ 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 5
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 5
Spears Abacus Advisors LLC 5
Nuveen S&p 500 Buywrite Income Fund 5
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 5
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 5
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 5
First Bank & Trust 5
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 5
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 5
Biltmore Wealth Management, LLC 5
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 5
J.w. Cole Advisors, Inc. 5
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 5
MILN - Global X Funds - Global X Millennials Thematic ETF 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 5
Clarkston Capital Partners, LLC 4
U.S. Capital Wealth Advisors, LLC 4
Rowland & Co Investment Counsel/adv 4
Midwest Professional Planners, LTD. 4
Madison Investment Advisors, LLC 4
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 4
Icon Wealth Partners, LLC 4
Clean Yield Group 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
BTC Capital Management, Inc. 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 4
Advisors Capital Management, LLC 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 4
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 4
Symmetry Peak Management Llc 4
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 4
DiMeo Schneider & Associates, L.L.C. 4
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 4
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 4
Azimuth Capital Management LLC 4
Orrstown Financial Services Inc 4
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 4
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 4
Thames Capital Management Llc 4
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 4
Winch Advisory Services, LLC 4
Tillar-Wenstrup Advisors, LLC 4
Stonebridge Financial Group, LLC 4
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
Pfs Investments Inc. 4
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 4
Weil Company, Inc. 4
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 4
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 4
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 4
Seelaus Asset Management LLC 4
Riposte Capital Llc 4
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 4
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 4
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 4
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 4
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 4
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 4
Heck Capital Advisors, LLC 4
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
Certified Advisory Corp 4
Bbva Usa 4
Waverton Investment Management Ltd 4
PNC Managed Account Solutions, Inc. 4
Eagle Bay Advisors LLC 4
Crown Advisors Management, Inc. 4
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 4
Marino, Stram & Associates Llc 4
Hermes Investment Management Ltd 4
BlackRock ETF Trust II - BlackRock Intermediate Muni Income Bond ETF 4
Stancorp Investment Advisers Inc 4
Nvwm, Llc 4
Burleson & Company, LLC 4
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 4
Warberg Asset Management LLC 4
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 4
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 4
Allianzgi Diversified Income & Convertible Fund 4
Sierra Capital LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 4
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 4
Elmwood Wealth Management, Inc. 4
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 4
Ahrens Investment Partners LLC 4
BFIT - Global X Funds - Global X Health & Wellness Thematic ETF 4
Howard Capital Management Inc. 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
Greenline Partners, LLC 4
Taconic Capital Advisors LP 4
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 4
Beck Capital Management, Llc 4
VCBCX - VALIC Co I - Blue Chip Growth Fund 4
AWM Investment Company, Inc. 4
Syntax Advisors, Llc 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 4
VCULX - VALIC Co I - Growth Fund 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 4
North Growth Management Ltd. 4
Systematic Alpha Investments, LLC 4
Pflug Koory, LLC 4
Parnassus Investments /ca 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
Solas Capital Management, LLC 4
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 4
Curi Wealth Management, LLC 4
Donoghue Forlines LLC 4
MPS Loria Financial Planners, LLC 4
Encompass Wealth Advisors, Llc 4
Strategic Advisors LLC 4
Register Financial Advisors LLC 4
Robbins Farley Llc 4
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
Redhawk Wealth Advisors, Inc. 4
Price Michael F 4
Mpwm Advisory Solutions, Llc 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 4
Channing Capital Management, LLC 4
Legacy Advisors, LLC 4
Verity & Verity, LLC 4
Accuvest Global Advisors 4
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 4
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 4
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 4
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 4
Infusive Asset Management Inc. 4
Capstone Financial Advisors, Inc. 4
F/M Investments LLC 4
Lebenthal Holdings,LLC 4
Shaker Investments Llc/oh 4
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 4
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 4
Hartford Financial Management Inc. 4
Cornerstone Advisory, LLC 4
Personal Wealth Partners 4
Legacy Capital Wealth Partners, LLC 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
Sprott Inc. 4
Headinvest, Llc 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
Synergy Financial Management, LLC 4
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 4
1st Source Bank 4
Raging Capital Management, LLC 4
Silverlake Wealth Management Llc 4
Reston Wealth Management Llc 4
Cartenna Capital, LP 4
Oak Point Wealth Management 4
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 4
Aptus Capital Advisors, LLC 4
Highline Wealth Partners Llc 4
Charter Oak Capital Management, LLC 4
Cordasco Financial Network 4
Apollon Wealth Management, LLC 4
Gladstone Institutional Advisory LLC 4
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 4
Carnick & Kubik, LLC 4
Honeywell International Inc 4
Altus Wealth Group LLC 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 4
Privium Fund Management (UK) Ltd 4
DT Investment Partners, LLC 4
Paragon Capital Management Inc 4
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 4
Genesis Wealth Advisors, LLC 4
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 4
Asahi Life Asset Management Co., Ltd. 4
IAG Wealth Partners, LLC 4
Annapolis Financial Services, LLC 4
Allegheny Financial Group LTD 4
Rokos Capital Management LLP 4
Anderson Hoagland & Co 4
IFG Advisory, LLC 4
Portman Square Capital LLP 4
Nishkama Capital, LLC 4
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 4
Ostrum Asset Management U.s., Llc 4
Lokken Investment Group LLC 4
Leverage Partners Absolute Return Fund SPC 4
Cypress Point Wealth Management, LLC 4
Ballew Advisors, Inc 4
Greenwood Investments, Inc. 4
University Of Texas/texas Am Investment Managment Co 4
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 4
Aaron Wealth Advisors LLC 4
E Fund Management Co., Ltd. 4
Strategic Blueprint, LLC 4
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 4
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 4
Callan Family Office, LLC 4
MorganRosel Wealth Management, LLC 4
Brandywine Oak Private Wealth Llc 4
Edge Capital Group, LLC 4
PKO Investment Management Joint-Stock Co 4
Usa Mutuals Advisors, Inc. 4
Caerus Global Investors LLC 4
Qtron Investments LLC 4
GoalVest Advisory LLC 4
Garcia Hamilton & Associates Lp/de 4
Manchester Financial Inc 4
PWS - Pacer Funds Trust - Pacer WealthShield ETF 4
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 4
Del Mar Asset Management, LP 4
MTM Investment Management, LLC 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Lake Point Wealth Management 4
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 4
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 4
Aviance Capital Partners, LLC 4
Masters Capital Management Llc 4
Iron Horse Wealth Management, LLC 4
FEDERATED CORE TRUST - High Yield Bond Portfolio 4
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 4
Garrett Wealth Advisory Group, LLC 4
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 4
Mirae Asset Securities (usa) Inc. 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 4
Aegon Asset Management Uk Plc 4
Flossbach Von Storch Ag 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
Meritage Group LP 4
Oxbow Advisors, LLC 4
Sheets Smith Wealth Management 4
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 4
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 4
Iberiabank Corp 4
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 4
Bremer Bank National Association 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
Lynx Investment Advisory 4
Ten Capital Wealth Advisors, LLC 4
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 4
Horizon Financial Services, Llc 4
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 4
III Capital Management 4
LETAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class I Shares 4
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 4
Planned Solutions, Inc. 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Legend Financial Advisors, Inc. 4
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 4
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 4
RSHMX - VICTORY PORTFOLIOS - Victory High Income Municipal Bond Fund Class A 4
First Trust High Yield Opportunities 2027 Term Fund 4
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 4
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
LBA Wealth Management, LLC 4
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 4
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 4
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 4
Acrisure Capital Management, LLC 4
IBUY - Amplify ETF Trust - Amplify Online Retail ETF 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Genworth Financial Inc 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
Union Square Park Capital Management, LLC 4
Fenimore Asset Management Trust 4
Edmond De Rothschild (suisse) S.a. 4
Kerrisdale Advisers, LLC 4
Jackson, Grant Investment Advisers, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 4
Gofen & Glossberg Llc /il/ 4
Timberline Asset Management LLC 4
Affinity Wealth Management Llc 4
Jacob Asset Management Of New York Llc 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
Frontier Wealth Management LLC 4
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 4
Six Circles Trust - Six Circles Global Bond Fund 4
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 4
Credo Capital Management, LLC 4
Pacitti Group Inc. 4
Atlas Private Wealth Advisors 4
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 4
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 4
Newfound Research LLC 4
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 4
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 4
Cloverdale Capital Management, LLC 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 4
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 4
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
Mascagni Wealth Management, Inc. 4
AllSquare Wealth Management LLC 4
Tygh Capital Management, Inc. 4
Canandaigua National Corp 4
Morgens Waterfall Vintiadis & Co Inc 4
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 4
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 4
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 4
Hoxton Financial, Inc. 4
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 4
Wells Fargo Utilities & High Income Fund 4
Afam Capital, Inc. 4
Summit Creek Advisors LLC 4
Alpha Omega Wealth Management LLC 4
Anchor Capital Advisors Llc 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 4
Telemetry Investments, L.L.C. 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
683 Capital Management, LLC 4
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 4
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 4
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
Harwood Advisory Group, LLC 4
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 4
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 4
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 4
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 4
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 4
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 4
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 4
Bank of Kentucky, Inc. 4
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 4
PVG Asset Management 4
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 4
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 4
PPM Funds - PPM High Yield Core Fund (Inst) 4
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
Virtus Global Dividend & Income Fund Inc. 4
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 4
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 4
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 4
Strategic Global Advisors, LLC 4
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 4
First Business Financial Services, Inc. 4
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 4
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 4
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 4
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 4
Hilltop National Bank 4
CI Global Investments Inc. 4
Binnacle Investments Inc 4
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 4
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 4
NOLCX - Northern Funds - Northern Large Cap Core Fund 4
Voya Prime Rate Trust 4
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 4
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 4
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 4
AIEQ - ETF Managers Trust - AI Powered Equity ETF 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
Lorber David A 4
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 4
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
Cascade Investment Advisors, Inc. 4
Davidson Kempner Partners 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
Tuttle Tactical Management LLC 4
Nuveen Fund Advisors, LLC 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
Ccm Investment Advisers Llc 4
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 4
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 4
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 4
Spouting Rock Asset Management, LLC 4
Appaloosa Lp 4
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 4
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 4
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 4
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 4
Investors Capital Advisory Services 4
Symphony Financial, Ltd. Co. 4
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 4
Diligent Investors, LLC 4
Empyrean Capital Partners, LP 4
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 4
Oak Associates Ltd /oh/ 4
PENN SERIES FUNDS INC - High Yield Bond Fund 4
Nichols Asset Management LLC 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 4
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 4
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 4
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 4
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
Graypoint LLC 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
Falcon Point Capital, Llc 4
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 4
Towerview Llc 4
Voya Emerging Markets High Dividend Equity Fund 4
Advanced Series Trust - Ast Advanced Strategies Portfolio 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 4
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 4
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 4
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 4
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 4
Danda Trouve Investment Management, Inc. 4
RMR Wealth Builders 4
Westport Asset Management Inc 4
Hilltop Holdings Inc. 4
PACIFIC SELECT FUND - Core Income Portfolio Class I 4
Paragon Capital Management LLC 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 4
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 4
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
Chilton Capital Management Llc 4
Arrow Investment Advisors, LLC 4
FSA Wealth Management LLC 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
EATTX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance TABS 10-to-20 Year Laddered Municipal Bond Fund Class A 4
Fifth Third Wealth Advisors LLC 4
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 4
Crestwood Advisors Group LLC 4
Needham Investment Management Llc 4
Obermeyer Wood Investment Counsel, Lllp 4
Grimes & Company, Inc. 4
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 4
Douglas Lane & Associates, LLC 4
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 4
Davidson Investment Advisors 4
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 4
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 4
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 4
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 4
Peapack Gladstone Financial Corp 4
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 4
Hohimer Wealth Management, Llc 4
Regent Peak Wealth Advisors LLC 4
Private Advisory Group LLC 4
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 4
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
No Street GP LP 4
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 4
Capital Wealth Planning, LLC 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 4
BlackRock ETF Trust II - BlackRock Total Return ETF 4
Atreides Management, LP 4
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 4
Asio Capital, LLC 4
Hyperion Capital Advisors LP 4
Profunds - Profund Vp Large-cap Growth 4
Marxe Austin W & Greenhouse David M 4
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 4
Peregrine Asset Advisers, Inc. 4
CGMFX - CGM TRUST - CGM Focus Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
Kathmere Capital Management, LLC 4
Magee Thomson Investment Partners Llc 4
Stadium Capital Management Llc 4
Cna Financial Corp 4
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 4
NWK Group, Inc. 4
L2 Asset Management, LLC 4
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 4
Pinpoint Asset Management Ltd 4
Sadoff Investment Management Llc 4
PSI Advisors, LLC 4
Madison Asset Management, LLC 4
Pinz Capital Management, LP 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
Creekmur Asset Management LLC 4
Horizon Bancorp Inc /in/ 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 4
Callahan Advisors, LLC 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
Firestone Capital Management 4
FrontFour Capital Group LLC 4
DHMBX - BNY MELLON MUNICIPAL FUNDS, INC. - BNY Mellon High Yield Municipal Bond Fund Class Z 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 4
RiverNorth Managed Duration Municipal Income Fund, Inc. 4
Nuveen Municipal Credit Opportunities Fund 4
Quaker Wealth Management, LLC 4
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 4
Blackrock Municipal Bond Trust 4
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 4
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 4
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
Vinva Investment Management Ltd 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 4
Stevens First Principles Investment Advisors 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
EVIM - Morgan Stanley ETF Trust - Eaton Vance Intermediate Municipal Income ETF 4
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 4
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 4
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 4
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 4
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 4
Sawgrass Asset Management Llc 4
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 4
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 4
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 4
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 4
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
River & Mercantile Asset Management Llp 4
Peoples Financial Services Corp. 4
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 4
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
Foster Dykema Cabot & Partners, Llc 4
Summit Financial Wealth Advisors, LLC 4
Planning Capital Management Corp 4
SBPAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Pennsylvania Municipals Fund Class A 4
Atwood & Palmer Inc 4
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 4
Jlb & Associates Inc 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 4
Osborne Partners Capital Management, Llc 4
Red Door Wealth Management, LLC 4
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 4
Burns Matteson Capital Management, LLC 4
Main Street Group, LTD 4
Pillar Pacific Capital Management Llc 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 4
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 4
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 4
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 4
Colony Group, LLC 4
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 4
Bank Of Nova Scotia Trust Co 4
Fairfield, Bush & Co. 4
12 West Capital Management LP 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
Strategic Capital Group LLC 4
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 4
Financial Network Wealth Advisors LLC 4
GFS Advisors, LLC 4
Pacific Alternative Asset Management Company, Llc 4
Tiaa Cref Trust Co Fsb/mo 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
Texas Yale Capital Corp. 4
Kortright Capital Partners LP 4
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4
Nippon Life Global Investors Americas, Inc. 4
MESHX - AMG FUNDS - AMG GW&K Municipal Enhanced SMA Shares 4
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 4
CHURCHILL MANAGEMENT Corp 4
Premier Fund Managers Ltd 4
EnRich Financial Partners LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 4
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 4
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 4
AdvisorShares Investments LLC 4
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 4
ClearAlpha Technologies LP 4
Grace Capital 4
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 4
Roble, Belko & Company, Inc 4
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 4
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 4
Girard Partners Ltd. 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 4
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 4
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 4
Boyd Watterson Asset Management Llc/oh 4
Cranbrook Wealth Management, LLC 4
Family Firm, Inc. 4
Douglass Winthrop Advisors, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
Partnership Wealth Management, LLC 4
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 4
FGBKX - FRANKLIN TAX FREE TRUST - Franklin Municipal Green Bond Fund Advisor Class 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
Brandes Investment Partners, Lp 4
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 4
Courier Capital Llc 4
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 4
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
JMSI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 4
Oppenheimer Variable Account Funds 4
AJOVista, LLC 4
Nelson Capital Management, LLC 4
Nuveen High Income November 2021 Target Term Fund 4
Engine Capital Management, LP 4
BOK Financial Private Wealth, Inc. 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 4
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 4
Griffin Asset Management, Inc. 4
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 4
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
Estabrook Capital Management 4
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 4
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 4
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 4
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 4
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 4
Signature Estate & Investment Advisors Llc 4
TOHAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Ohio Tax-Free Bond Fund Class A 4
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 4
Blackstone Group Inc 4
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 4
Whitnell & Co. 4
Okumus Fund Management Ltd. 4
PCJ Investment Counsel Ltd. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 4
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 4
Wetzel Investment Advisors, Inc. 4
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 4
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 4
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 4
Copeland Capital Management, LLC 4
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 4
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 4
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 4
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 4
FOMIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Income 2021 Fund Fidelity Advisor Municipal Income 2021 Fund: Class I 4
LGPIX - Profunds - Large-cap Growth Profund Investor Class 4
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 4
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 4
Croft-leominster Inc 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
Global Assets Advisory, LLC 4
TCTC Holdings, LLC 4
Third Avenue Management Llc 4
Qualcomm Inc/de 4
VELA Funds - VELA Income Opportunities Fund Class A 4
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 4
Silicon Valley Capital Partners 4
Mfs Charter Income Trust 4
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 4
WMS Partners, LLC 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
RPG Investment Advisory, LLC 4
Prudential Short Duration High Yield Fund, Inc. 4
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 4
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 4
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 4
Alethea Capital Management, Llc 4
Reynders McVeigh Capital Management, LLC 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 4
Schechter Investment Advisors, LLC 4
Lumina Fund Management LLC 4
Avidian Wealth Solutions, LLC 4
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 4
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 4
Ardsley Advisory Partners Lp 4
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 4
Cohen & Steers, Inc. 4
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 4
U.S. Monthly Income Fund for Puerto Rico Residents, Inc. - U.S. Monthly Income Fund for Puerto Rico Residents Class A 4
John Hancock Income Securities Trust 4
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 4
Moloney Securities Asset Management, LLC 4
Putnam Managed Municipal Income Trust 4
Founders Bank & Trust 4
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 4
RiverNorth Managed Duration Municipal Income Fund II, Inc. 4
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 4
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 4
Modera Wealth Management, LLC 4
Sapphire Star Partners LP 4
Northwestern Mutual Investment Services Llc 4
Two Roads Shared Trust - Conductor Global Equity Value ETF 4
Freshford Capital Management, LLC 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
Beaird Harris Wealth Management, LLC 4
Baader Bank INC 4
Scion Asset Management, LLC 4
Centre Asset Management, LLC 4
Fort Point Capital Partners LLC 4
RQSI Ltd 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
Armstrong Advisory Group, Inc 4
Lone Pine Capital Llc 4
Bear Mountain Capital, Inc. 4
Nokomis Capital, L.L.C. 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 4
Diamond Hill Capital Management Inc 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
NewFocus Financial Group, LLC 4
22nw, Lp 4
One Capital Management, LLC 4
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 4
Fiduciary Alliance LLC 4
MIG Capital, LLC 4
Pinnacle Wealth Management Advisory Group, LLC 4
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 4
Teewinot Capital Advisers, L.L.C. 4
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 4
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 4
Mfs Intermediate Income Trust 4
Kistler-Tiffany Companies, LLC 4
First Citizens Bancorporation Inc 4
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 4
Alpine Associates Advisors 4
RFP Financial Group LLC 4
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 4
Sapience Investments, LLC 4
Haverford Trust Co 4
Cyndeo Wealth Partners, LLC 4
Suvretta Capital Management, Llc 4
Price Capital Management, Inc. 4
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 4
Hilton Capital Management, LLC 4
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 4
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 4
Strategic Investment Management, Llc 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
VNBTrust, National Association 4
Legacy Capital Partners, Inc. 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
Oliver Lagore Vanvalin Investment Group 4
Somerset Trust Co 4
Blackrock Multi-sector Income Trust 4
Wealthsource Partners, Llc 4
Strategy Asset Managers Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 4
CHICAGO TRUST Co NA 4
Twin Focus Capital Partners, Llc 4
Arcus Capital Partners, LLC 4
Psagot Value Holdings Ltd. / (Israel) 4
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 4
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 4
Balasa Dinverno & Foltz Llc 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
Sycamore Partners Management, L.P. 4
Halcyon Offshore Asset Management Llc 4
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 4
Legg Mason Bw Global Income Opportunities Fund Inc. 4
Horizons Etf Trust I 4
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 4
Alpine Global Dynamic Dividend Fund 4
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 4
Castlerock Asset Management Inc 4
Wells Fargo Income Opportunities Fund 4
Alpha Cubed Investments, LLC 4
Miller/howard High Income Equity Fund 4
McGlone Suttner Wealth Management, Inc. 4
Pacific Center for Financial Services 4
Options Solutions, Llc 4
Koesten, Hirschmann & Crabtree, INC. 4
SYSTM Wealth Solutions LLC 4
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 4
Wcm Investment Management, Llc 4
Mik Capital Llc 4
Meros Investment Management, LP 4
Deane Retirement Strategies, Inc. 4
REAP Financial Group, LLC 4
Ironwood Financial, llc 4
Ws Management Lllp 4
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 4
Yarger Wealth Strategies, Llc 4
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 4
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 4
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 4
Perpetual Ltd 4
Sig Brokerage, Lp 4
Gai Agility Income Fund 4
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 4
Exchange Capital Management, Inc. 4
Repertoire Partners LP 4
Us Global Investors Funds 4
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 4
Turner Funds 4
Joel Isaacson & Co., LLC 4
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 4
Mane Global Capital Management Lp 4
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 4
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 4
Syon Capital Llc 4
Perennial Advisors, LLC 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 4
Dearborn Partners Llc 4
Doyle Wealth Management 4
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 4
Hays Advisory Llc 4
Arista Wealth Management, LLC 4
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 4
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 4
Aristeia Capital Llc 4
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 4
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 4
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 4
Ridgeworth Funds 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
Farringdon Capital, Ltd. 4
B. Metzler seel. Sohn & Co. AG 4
Guardian Capital Lp 4
Sonora Investment Management Group, LLC 4
Pennsylvania Trust Co 4
Nierenberg Investment Management Company, Inc. 4
China Universal Asset Management Co., Ltd. 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
Tower Bridge Advisors 4
Transce3nd, LLC 4
Sheffield Asset Management, L.L.C. 4
Confluence Wealth Services, Inc. 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 4
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
Skyline Asset Management Lp 4
DGS Capital Management, LLC 4
McAdams Wright Ragen, Inc. 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
Wayfinding Financial, LLC 4
Charter Bridge Capital Management, L.P. 4
Vahanian & Associates Financial Planning Inc. 4
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 4
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 4
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 4
Global Financial Private Capital, LLC 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
HCBSX - Hc Capital Trust - The Intermediate Term Municipal Bond Ii Portfolio Hc Strategic Shares 4
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
Donald L. Hagan, LLC 4
Wedmont Private Capital 4
Moody Aldrich Partners Llc 4
Circle Wealth Management, LLC 4
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 4
Keel Point, LLC 4
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
PrairieView Partners, LLC 4
Hook Mill Capital Partners, LP 4
Clear Perspective Advisors, LLC 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
Cai Capital Management, Inc. 4
Independence Bank of Kentucky 4
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 4
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 4
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 4
Cohen Capital Management, Inc. 4
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 4
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 4
Vestpro Financial Partners, Inc. Dba Cpf Texas 4
First Foundation Advisors 4
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 4
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 4
Santori & Peters, Inc. 4
Carillon Tower Advisers, Inc. 4
Norway Savings Bank 4
Herold Advisors, Inc. 4
Forte Capital Llc /adv 4
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
Miller Investment Management, LP 3
Southport Management, L.l.c. 3
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 3
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 3
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
Western Asset Global High Income Fund Inc. 3
VSR Financial Services, Inc. 3
Wall Street Access Asset Management, LLC 3
New Jersey Better Educational Savings Trust 3
Lonestar Capital Management LLC 3
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 3
Kamunting Street Capital Management, L.P. 3
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 3
Accident Compensation Corp 3
Cahill Financial Advisors Inc 3
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 3
Stelac Advisory Services LLC 3
First United Bank Trust/ 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
Israel Discount Bank Of New York /gfn 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
Raab & Moskowitz Asset Management LLC 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
Coastal Bridge Advisors, LLC 3
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 3
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3
Everett Harris & Co /ca/ 3
Supplemental Annuity Collective Trust of NJ 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
ICA Group Wealth Management, LLC 3
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
J. W. Coons Advisors, LLC 3
Schooner Investment Group, LLC. 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
Banced Corp 3
Overland Advisors, LLC 3
Alerus Investment Advisors Corp 3
Romano Brothers And Company 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
Ninety One North America, Inc. 3
Df Dent & Co Inc 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
Triasima Portfolio Management inc. 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
Payden & Rygel 3
Smart Portfolios, LLC 3
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 3
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 3
Homrich & Berg 3
Dreyfus Strategic Municipal Bond Fund Inc 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 3
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 3
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 3
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 3
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 3
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 3
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 3
Beacon Investment Advisory Services, Inc. 3
Connor Clark & Lunn Investment Management Ltd 3
Voya Financial Advisors, Inc. 3
Opera Trading Capital 3
Sender Co & Partners, Inc. 3
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 3
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
Nuveen Select Tax Free Income Portfolio 3
PENN SERIES FUNDS INC - Mid Cap Growth Fund 3
Coyle Financial Counsel LLC 3
BancorpSouth Inc 3
Hyman Charles D 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
Raiffeisen Bank International AG 3
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 3
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 3
Pt Asset Management, Llc 3
Reliant Investment Management, LLC 3
GlobalBridge, Inc. 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 3
Dreyfus Municipal Income Inc 3
Columbia Asset Management 3
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 3
Penobscot Investment Management Company, Inc. 3
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 3
Citizens Business Bank 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 3
Bellwether Investment Group, LLC 3
Kovitz Investment Group, LLC 3
Journey Strategic Wealth Llc 3
Hoplite Capital Management, L.p. 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
Cambridge Financial Group, Inc. 3
Steinberg Global Asset Management 3
Barrett Asset Management, LLC 3
Cullinan Associates Inc 3
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 3
Concurrent Investment Advisors, LLC 3
Cornerstone Advisors Inc 3
Winnow Wealth Llc 3
Gdl Fund 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
Magnolia Capital Advisors Llc 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
Windward Capital Management Co /ca 3
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 3
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 3
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 3
Advanced Series Trust - Ast Mid-cap Growth Portfolio 3
Hengehold Capital Management Llc 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
Oppenheimer Small Cap Value Fund 3
Trust Asset Management LLC 3
Engrave Wealth Partners LLC 3
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 3
Dogwood Wealth Management LLC 3
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 3
Verde Servicos Internacionais S.A. 3
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 3
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 3
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
Goldman Sachs Asset Management, L.p. 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Total Clarity Wealth Management, Inc. 3
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 3
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 3
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 3
Advocacy Wealth Management Services, LLC 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
Wade G W & Inc 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
Point72 Europe (London) LLP 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
NCM Capital Advisers, Inc. 3
Stephenson National Bank & Trust 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
Kestrel Investment Management Corp 3
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 3
Taylor Hoffman Wealth Management 3
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 3
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 3
Keane Capital Management Inc 3
Monashee Investment Management LLC 3
Nuveen Municipal Income Fund Inc 3
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 3
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 3
Heritage Wealth Advisors 3
Bmt Investment Funds 3
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 3
New Millennium Group LLC 3
Brookside Capital Management Llc 3
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
Mechanics Bank Trust Department 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
Dsm Capital Partners Llc 3
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
Shine Investment Advisory Services Inc 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 3
Princeton Capital Management Llc 3
Transcend Wealth Collective, Llc 3
Atlanta Capital Management Co L L C 3
Great Lakes Retirement, Inc. 3
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 3
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 3
Marietta Investment Partners Llc 3
Lionsbridge Wealth Management LLC 3
Bristol Advisors, LLC 3
Capital A Wealth Management, LLC 3
Argent Advisors, Inc. 3
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 3
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 3
Palladium Partners Llc 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
Quest Investment Management Llc 3
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 3
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 3
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 3
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 3
Dunhill Financial, LLC 3
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 3
First PREMIER Bank 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
Investment Centers Of America Inc 3
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
Nuveen Enhanced Municipal Value Fund 3
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 3
Keebeck Wealth Management, LLC 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 3
Yakira Capital Management, Inc. 3
Visionary Asset Management, Inc. 3
JMCRX - James Advantage Funds - James Micro Cap Fund 3
Giverny Capital Inc. 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
Sagefield Capital LP 3
LSMOX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Sustainable Municipal Bond Fund Class F3 3
Capital Advisory Group Advisory Services, LLC 3
Blackrock Municipal 2030 Target Term Trust 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 3
Xtx Markets Llc 3
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 3
Park National Corp /oh/ 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
Proffitt & Goodson Inc 3
Pictet & Cie (Europe) SA 3
Hughes Financial Services, LLC 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Fairman Group, LLC 3
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 3
Creative Capital Management Investments LLC 3
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 3
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 3
Signition Lp 3
Eaton Vance Senior Floating Rate Trust 3
Cpwm, Llc 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
denkapparat Operations GmbH 3
EPG Wealth Management LLC 3
25 Llc 3
Elm Ridge Management, LLC 3
Telemus Capital, Llc 3
Bank Of The West 3
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Accent Capital Management, LLC 3
Indices-Pac Research Corp. 3
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 3
Teamwork Financial Advisors, LLC 3
1620 Investment Advisors, Inc. 3
Golden Gate Private Equity, Inc. 3
Dreyfus Municipal Bond Infrastructure Fund, Inc. 3
Richardson Financial Services Inc. 3
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
Wakefield Alternative Series Trust 3
Prentiss Smith & Co Inc 3
Hartline Investment Corp/ 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
RAMIX - Advisor Managed Portfolios - Ramirez Core Bond Fund Institutional Class 3
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 3
Texas Capital Bank Wealth Management Services Inc 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
DDD Partners, LLC 3
Tcw Strategic Income Fund Inc 3
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
Spinnaker Trust 3
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 3
Okabena Investment Services Inc 3
Capital Investment Advisors, LLC 3
Roumell Asset Management, LLC 3
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 3
Rainier Group Investment Advisory LLC 3
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 3
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 3
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
Wright Managed Equity Trust 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 3
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 3
HBC Financial Services, PLLC 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
CBIZ Investment Advisory Services, LLC 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
Marks Group Wealth Management, Inc 3
First American Trust, Fsb 3
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 3
Clear Street Llc 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 3
Eubel Brady & Suttman Asset Management Inc 3
Empirical Asset Management, LLC 3
True North Advisors, LLC 3
Lehman Financial Resources, Inc. 3
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 3
London Co Of Virginia 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
Whalerock Point Partners, Llc 3
Palisade Asset Management, LLC 3
LGT Group Foundation 3
Abn Amro Investment Solutions 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
RiverNorth Opportunistic Municipal Income Fund, Inc. 3
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 3
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 3
Taika Capital, LP 3
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 3
Liberty All Star Growth Fund Inc. 3
My Personal CFO, LLC 3
Dividend & Income Fund 3
Fayez Sarofim & Co 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
Keystone Financial Group 3
Samalin Investment Counsel, LLC 3
Pacifica Partners Inc. 3
Duquesne Family Office LLC 3
Atticus Wealth Management, Llc 3
Radnor Capital Management, LLC 3
Cedar Mountain Advisors, LLC 3
Cfm Wealth Partners Llc 3
MSF Capital, LLC 3
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 3
KAMES CAPITAL management Ltd 3
Snyder Capital Management L P 3
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 3
Linscomb & Williams, Inc. 3
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 3
Kdi Capital Partners Llc 3
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 3
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 3
Legacy Capital Group California, Inc. 3
J.Safra Asset Management Corp 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Madison Covered Call & Equity Strategy Fund 3
WHV Investments, Inc. 3
Badgley Phelps Wealth Managers, LLC 3
VMAX - Lattice Strategies Trust - Hartford US Value ETF 3
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 3
Oxford Financial Group Ltd 3
Metis Global Partners, LLC 3
Saiers Capital, LLC 3
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3
Westport Advisers Llc 3
Sirios Capital Management L P 3
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
Accredited Investors Inc. 3
Altavista Wealth Management, Inc. 3
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 3
Aureus Asset Management, LLC 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
Icc Capital Management Inc/ 3
E&G Advisors, LP 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
D. Scott Neal, Inc. 3
RFG Advisory, LLC 3
W.G. Shaheen & Associates DBA Whitney & Co 3
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 3
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 3
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
Detwiler Fenton Investment Management LLC 3
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 3
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 3
Mcclain Value Management Llc 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
KLCM Advisors, Inc. 3
Cypress Wealth Services, LLC 3
Manning & Napier Group, LLC 3
Mfs Multimarket Income Trust 3
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
Fidelis Capital Partners, LLC 3
Knightsbridge Asset Management, Llc 3
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 3
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 3
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 3
Naples Global Advisors, Llc 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 3
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 3
Oracle Alpha Inc. 3
Industrial Alliance Investment Management Inc. 3
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
Campbell Newman Asset Management Inc 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
GGBFX - GuideStone Funds - Global Bond Fund Investor 3
Scout Funds 3
Broadview Advisors Llc 3
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 3
Foyston, Gordon, & Payne Inc 3
ABLE Financial Group, LLC 3
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 3
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 3
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 3
Eagle Ridge Investment Management 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
Murphy Michael R 3
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
Cannell Capital Llc 3
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 3
Alydar Partners Llc 3
SHNJX - LEGG MASON PARTNERS INCOME TRUST - Western Asset New Jersey Municipals Fund Class A 3
BlackRock ESG Capital Allocation Trust 3
Optimist Retirement Group LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
CarsonAllaria Wealth Management, Ltd. 3
Congress Park Capital LLC 3
Oak Asset Management, LLC 3
Lucia Wealth Services, Llc 3
Guild Investment Management, Inc. 3
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
Blue Bell Private Wealth Management, Llc 3
Hahn Capital Management Llc 3
Country Club Trust Company, n.a. 3
Optimize Financial Inc 3
S.A. Mason LLC 3
Zions Trust, National Association 3
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 3
Alphasimplex Group, Llc 3
180 Wealth Advisors, Llc 3
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
Putnam Fl Investment Management Co 3
Empirical Capital Management, LLC 3
Aris Wealth Services, Inc. 3
Vivaldi Asset Management, LLC 3
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 3
Old Point Trust & Financial Services N A 3
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 3
FOINX - Tributary Funds, Inc. - Income Fund Institutional 3
D. E. Shaw & Co, L.p. 3
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 3
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 3
Synergy Investment Management, LLC 3
Hawk Ridge Capital Management Lp 3
Kiley Juergens Wealth Management, Llc 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
Brown Advisory Securities, LLC 3
Maple Rock Capital Partners Inc. 3
Providence Capital Advisors, LLC 3
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 3
Buckingham Strategic Partners 3
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 3
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
Credential Qtrade Securities Inc. 3
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 3
Noked Capital LTD 3
Delap Wealth Advisory, Llc 3
VCGEX - VALIC Co I - Emerging Economies Fund 3
Schafer Cullen Capital Management Inc 3
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 3
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 3
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
Premia Global Advisors, Llc 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
First Command Advisory Services, Inc. 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF 3
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 3
Lake Street Advisors Group, Llc 3
Gamble Jones Investment Counsel 3
Klingman & Associates, LLC 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
Divergent Wealth Advisors, Llc 3
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 3
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 3
Scopia Capital Management Lp 3
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 3
Mill Road Capital Management LLC 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
McMahon Financial Advisors, LLC 3
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 3
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 3
Suncoast Equity Management 3
Patton Albertson Miller Group, Llc 3
Reinhart Partners, Inc. 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
Gargoyle Investment Advisor L.L.C. 3
Clough Capital Partners L P 3
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 3
EOPS - Emles Trust - Emles Alpha Opportunities ETF 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
Acorn Wealth Advisors, LLC 3
Field & Main Bank 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
VELA Investment Management, LLC 3
Cantor Fitzgerald Investment Adviser L.p. 3
Investment House Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 3
Corbenic Partners LLC 3
SYM FINANCIAL Corp 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
Khrom Capital Management Llc 3
Pin Oak Investment Advisors Inc 3
Thomasville National Bank 3
Delos Wealth Advisors, LLC 3
Trivant Custom Portfolio Group, LLC 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
S. Muoio & Co. Llc 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
Barometer Capital Management Inc. 3
Huber Capital Management LLC 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
Crescent Grove Advisors, LLC 3
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 3
Harber Asset Management Llc 3
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 3
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 3
Bank of New Hampshire 3
PFG Private Wealth Management, LLC 3
Richards, Merrill & Peterson, Inc. 3
Centerpoint Advisors, LLC 3
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 3
Retirement Wealth Solutions LLC 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
Firefly Value Partners, LP 3
McIlrath & Eck, LLC 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
Varma Mutual Pension Insurance Co 3
PFS Partners, LLC 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
Decker Retirement Planning Inc. 3
Hillcrest Asset Management LLC 3
RMOP - Tidal Trust III - Rockefeller Opportunistic Municipal Bond ETF 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
Congress Wealth Management LLC / DE / 3
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
Emerald Investment Partners, Llc 3
Catawba Capital Management /va 3
Rheos Capital Works Inc. 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
F3Logic, LLC 3
Origin Asset Management LLP 3
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 3
Oakwood Capital Management Llc/ca 3
AlphaStar Capital Management, LLC 3
Vertex One Asset Management Inc. 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
HMS Capital Management, LLC 3
Hc Financial Advisors Inc 3
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 3
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 3
Bremer Trust National Association 3
PIMCO Dynamic Income Opportunities Fund 3
Credential Securities Inc. 3
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
Simcoe Capital Management, LLC 3
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 3
BlackRock Private Investments Fund 3
Ray Gerald L & Associates Ltd 3
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 3
Change Path, LLC 3
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 3
Ckw Financial Group 3
Glass Jacobson Investment Advisors llc 3
Southeast Asset Advisors Inc. 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 3
Stonnington Group, Llc 3
Fiduciary Management Inc /wi/ 3
Nfj Investment Group, Llc 3
Eaton Vance Tax-managed Buy-write Opportunities Fund 3
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 3
Quad-Cities Investment Group, LLC 3
Sunnymeath Asset Management, Inc. 3
Russell Clark Investment Management Ltd 3
Koss-Olinger Consulting, LLC 3
Coastline Trust Co 3
Cim, Llc 3
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund 3
Chesapeake Wealth Management 3
Nicola Wealth Management Ltd. 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
NewEdge Wealth, LLC 3
Dodge & Cox 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 3
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 3
City State Bank 3
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 3
Maj Invest Holding A/S 3
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
Pettyjohn, Wood & White, Inc 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 3
Haverford Financial Services, Inc. 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 3
Regent Investment Management LLC 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
Modern Wealth Management, LLC 3
Mountain Capital Investment Advisors, Inc 3
Piscataqua Savings Bank 3
Simmons Bank 3
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 3
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 3
Sasco Capital Inc / Ct/ 3
Cox Capital Mgt LLC 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 3
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Innovis Asset Management Llc 3
Equitable Trust Co 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Foundations Investment Advisors, LLC 3
Punch & Associates Investment Management, Inc. 3
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 3
Bristlecone Advisors, LLC 3
Torch Wealth Management LLC 3
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
Pinnacle Family Advisors, LLC 3
Everhart Financial Group, Inc. 3
Legacy Wealth Asset Management, LLC 3
Capital International Investors 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 3
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 3
Cypress Capital Management Llc 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
PGIM Short Duration High Yield Opportunities Fund 3
Intrepid Capital Management Inc 3
Monte Financial Group, LLC 3
Osmium Partners, LLC 3
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 3
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 3
SPX Equities Gestao de Recursos Ltda 3
Comprehensive Financial Consultants Institutional, Inc. 3
Sumit Capital, Llc 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 3
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 3
Garde Capital, Inc. 3
Richard W. Paul & Associates, LLC 3
AIA Group Ltd 3
AIA Investment Management Private Ltd 3
Impax Asset Management Group plc 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 3
Virginia National Bank 3
Thornburg Investment Management Inc 3
Trellus Management Company, LLC 3
Fisher John J 3
Atlantic Union Bankshares Corp 3
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 3
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 3
Second Nature Series Trust 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
Meru Capital Group, LP 3
Dowling & Yahnke Llc 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
Stance Capital Llc 3
Cooper Financial Group 3
Bill Few Associates, Inc. 3
Iridian Asset Management Llc/ct 3
Meeder Advisory Services, Inc. 3
Pegasus Partners Ltd. 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
Lavaca Capital Llc 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
Williamson Legacy Group, LLC 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 3
Colonial River Wealth Management, LLC 3
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
Aristotle Fund, L.p. 3
Staley Capital Advisers Inc 3
Freedman Financial Associates, Inc. 3
Small Cap Value Fund, Inc. 3
Ruffer LLP 3
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 3
Insigneo Advisory Services, Llc 3
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 3
Wolf Hill Capital Management, LP 3
Beacon Pointe Advisors, LLC 3
LifePlan Financial Group, Inc 3
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 3
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
Grandview Asset Management LLC 3
Hoese & Co LLP 3
Chesapeake Partners Management Co Inc/md 3
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
Bingham Osborn & Scarborough Llc 3
Boys Arnold & Co Inc 3
New York Life Investments Alternatives 3
Triad Investment Management 3
Cabot Wealth Management Inc 3
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3
Resolute Advisors LLC 3
Arjuna Capital 3
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 3
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 3
Diversified Investment Strategies, LLC 3
Edmp, Inc. 3
Old North State Trust, LLC 3
Rs Investment Trust 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 3
Costello Asset Management, INC 3
Argent Trust Co 3
West Family Investments, Inc. 3
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 3
Distillate Capital Partners LLC 3
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 3
Kingswood Wealth Advisors, Llc 3
Salzhauer Michael 3
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 3
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 3
Insight Wealth Strategies, LLC 3
Mill Creek Capital Advisors, LLC 3
Peddock Capital Advisors, Llc 3
Paradigm Financial Partners, Llc 3
Ascent Group, LLC 3
Evermay Wealth Management Llc 3
Linden Thomas Advisory Services, LLC 3
Dimension Capital Management Llc 3
Inspire Advisors, LLC 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
Nuveen Multi-Asset Income Fund 3
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 3
Principia Wealth Advisory, LLC 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
TrinityPoint Wealth, LLC 3
TAMRO Capital Partners LLC 3
Wood Tarver Financial Group, LLC 3
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 3
Ascent Wealth Partners, LLC 3
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 3
Platinum Investment Management Ltd 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
BKD Wealth Advisors, LLC 3
Cidel Asset Management Inc 3
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 3
TCG Advisory Services, LLC 3
Roundview Capital LLC 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF 3
Simplicity Wealth,LLC 3
Mint Tower Capital Management B.V. 3
Stonehearth Capital Management, LLC 3
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 3
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 3
Baker Ellis Asset Management LLC 3
Security National Trust Co 3
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
J.P. Turner & Co Capital Mnagement, LLC 3
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 3
LG Capital Management, LP 3
Bck Capital Management Lp 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
Pacifica Capital Investments, LLC 3
Carmel Capital Partners, LLC 3
Cypress Wealth Advisors LLC 3
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 3
Compass Wealth Management LLC 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
Abundance Wealth Counselors 3
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 3
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 3
Madison Street Partners, LLC 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
Community Trust & Investment Co 3
Tealwood Asset Management Inc 3
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
Insight Advisors, LLC/ PA 3
CBOE Vest Financial, LLC 3
Ostrum Asset Management 3
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 3
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 3
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 3
Wd Rutherford Llc 3
IMS Capital Management 3
Golden State Equity Partners 3
Alpine Total Dynamic Dividend Fund 3
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 3
Symmetry Investments LP 3
Icm Asset Management Inc/wa 3
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 3
Montag & Caldwell, Llc 3
Financiere des Professionnels - Fonds d,investissement inc. 3
RWM Asset Management, LLC 3
Actinver Wealth Management, Inc. 3
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 3
Meridian Wealth Advisors, LLC 3
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 3
FolioMetrix LLC 3
New Century Financial Group, LLC 3
Western Asset Global Corporate Defined Opportunity Fund Inc. 3
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 3
Pointe Capital Management LLC 3
Syverson Strege & Co 3
Cromwell Holdings LLC 3
Daruma Capital Management Llc 3
Noked Israel Ltd 3
First American Bank 3
Atlantic Edge Private Wealth Management, LLC 3
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3
Corvex Management LP 3
TriaGen Wealth Management LLC 3
Global Trust Asset Management, LLC 3
New World Advisors LLC 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 3
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 3
VisionPoint Advisory Group, LLC 3
Evergreen Private Wealth LLC 3
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 3
Fort Pitt Capital Group, Llc 3
Newtyn Management, LLC 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 3
Bellwether Advisors, LLC 3
Trutina Financial LLC 3
McClarren Financial Advisors, Inc. 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
H2o Am Llp 3
Polaris Capital Management, LLC 3
Brendel Financial Advisors LLC 3
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 3
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 3
Bain Capital Public Equity Management Ii, Llc 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
Ally Financial Inc. 3
Zweig Advisers Llc 3
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 3
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 3
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 3
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 3
Cypress Capital, LLC 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
Accel Wealth Management 3
Blue Rock Advisors, LLC 3
Northwest Financial Advisors 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 3
Spirit Of America Management Corp/ny 3
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 3
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 3
Bradley Foster & Sargent Inc/ct 3
Cercano Management LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 3
Meitav Dash Investments Ltd 3
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 3
Goodwin Investment Advisory 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 3
ACVF - ETF Opportunities Trust - American Conservative Values ETF 3
North Run Capital, Lp 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 3
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 3
Nokota Management, LP 3
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
Wealthgarden F.s. Llc 3
Thrax Management, LLC 3
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 3
Provenance Wealth Advisors, LLC 3
Searle & Co. 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
Western Asset High Income Opportunity Fund Inc. 3
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 3
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 3
Great Valley Advisor Group, Inc. 3
Fisher William Sydney 3
Trust Investment Advisors 3
Clifford Swan Investment Counsel Llc 3
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 3
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 3
Lawson Kroeker Investment Management Inc/ne 3
Sage Rhino Capital Llc 3
PenderFund Capital Management Ltd. 3
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 3
Platform Technology Partners 3
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 3
Founders Capital Management 3
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 3
BlackRock Capital Allocation Trust 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 3
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 3
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 3
Sib Llc 3
Bragg Financial Advisors, Inc 3
Himco Variable Insurance Trust 3
Horan Capital Advisors, LLC. 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
Fortis Group Advisors, LLC 3
Zhang Financial LLC 3
Trust For Advisor Solutions 3
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 3
Julex Capital Management, Llc 3
WealthStone, Inc. 3
Concorde Financial Corp 3
Inscription Capital, LLC 3
Kelly Financial Services LLC 3
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 3
Benjamin Edwards Inc 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
MKP Capital Management, L.L.C. 3
American Financial Group Inc 3
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 3
Gruber & Mcbaine Capital Management Llc 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
Founders Financial Alliance, LLC 3
Gray Financial Group /ga /adv /adv 3
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 3
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 3
Matrix Trust Co 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 3
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 3
Cooke & Bieler Lp 3
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 3
Randolph Co Inc 3
GSB Wealth Management, LLC 3
Phoenix Investment Adviser LLC 3
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 3
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 3
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 3
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 3
PARK CIRCLE Co 3
OneAscent Financial Services LLC 3
Physicians Financial Services, Inc. 3
Clear Creek Financial Management, LLC 3
Keudell/Morrison Wealth Management 3
Unique Wealth Strategies, LLC 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
Axiom Investment Management LLC 3
Gilliland Jeter Wealth Management LLC 3
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 3
Salient Capital Advisors, LLC 3
Agf Management Ltd 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
Birinyi Associates Inc 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 3
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 3
Legg Mason Investment Counsel & Trust Co., N.A. 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 3
Madison Investment Holdings Inc 3
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 3
Pekin Hardy Strauss, Inc. 3
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 3
Principle Wealth Partners Llc 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
MMGAX - MFS MUNICIPAL SERIES TRUST - MFS Georgia Municipal Bond Fund A 3
Piper Jaffray Companies 3
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 3
Condor Capital Management 3
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 3
LAEMX - LORD ABBETT TRUST I - Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund LADS: Enhanced Municipal Yield Completion Fund 3
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 3
Principled Equity Market Fund 3
Haber Trilix Advisors, Lp 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
Advanced Investment Partners, LLC 3
Rushmore Investment Advisors, Inc. 3
Bank Pictet & Cie (asia) Ltd 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
Middleton & Co Inc/ma 3
Olstein Funds 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
Woodley Farra Manion Portfolio Management Inc 3
Trust Co Of Virginia /va 3
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 3
American Fidelity Dual Strategy Fund Inc 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
Platinum Grove Asset Management, LP 3
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 3
NUSMX - Nuveen Managed Accounts Portfolios Trust - Nuveen Ultra Short Municipal Managed Accounts Portfolio Common Shares 3
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 3
Anson Funds Management LP 3
Prudential Global Short Duration High Yield Fund, Inc. 3
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 3
Dakota Wealth Management 3
Valentine Capital Asset Management, Inc. 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 3
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
LMIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Massachusetts Intermediate Municipal Bond Fund Class A 3
Ilmarinen Mutual Pension Insurance Co 3
Beck Bode, LLC 3
Concourse Capital Management, LLC 3
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 3
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 3
Veritas Investment Management LLP 3
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
STXM - EA Series Trust - Strive Mid-Cap ETF 3
Tandem Investment Advisors, Inc. 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
COEAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Oregon Intermediate Municipal Bond Fund Class A 3
Asset Planning Services, Ltd. 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 3
ETMUX - E Trade Trust - E*TRADE No Fee Municipal Bond Index Fund 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
Stanley-Laman Group, Ltd. 3
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 3
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 3
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 3
Lowe Wealth Advisors, LLC 3
TAXX - BondBloxx ETF Trust - BondBloxx IR+M Tax-Aware Short Duration ETF 3
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 3
Hellman Jordan Management Co Inc /ma/ 3
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
Meyer Handelman Co 3
Third Point LLC 3
Haberer Registered Investment Advisor Inc 3
Inr Advisory Services Llc 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 3
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 3
Cetera Trust Company, N.A 3
Naples Money Management LLC 3
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
BlueSpruce Investments, LP 3
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 3
Putnam ETF Trust - Putnam ESG High Yield ETF - 3
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 3
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 3
Ninety One SA (PTY) Ltd 3
North Capital, Inc. 3
Amplify ETF Trust - Amplify AI Powered Equity ETF 3
HB Wealth Management, LLC 3
Aspiriant, Llc 3
Laurel Wealth Advisors, Inc. 3
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
Crawford Fund Management, LLC 3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 3
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 3
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 3
Atalanta Sosnoff Capital, Llc 3
RKEMX - Gallery Trust - ROTHKO EMERGING MARKETS EQUITY FUND Rothko Emerging Markets Equity Fund 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
Catamount Wealth Management 3
BLB&B Advisors, LLC 3
Governors Lane LP 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 3
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 3
Connable Office Inc 3
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 3
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 3
Bessemer Securities Llc 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 3
America First Investment Advisors, LLC 3
Private Capital Advisors, Inc. 3
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
IMA Wealth, Inc. 3
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 3
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 3
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 3
Dudley & Shanley, Inc. 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
Laurel Grove Capital, LLC 3
Vista Investment Partners Llc 3
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
British Airways Pensions Investment Management Ltd 3
EWG Elevate Inc. 3
Gen-Wealth Partners Inc 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 3
Dividend Asset Capital, Llc 3
Arlington Value Capital, LLC 3
CapWealth Advisors, LLC 3
Lee Danner & Bass Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 3
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 3
Mowery & Schoenfeld Wealth Management, LLC 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
VCCBX - VALIC Co II - Core Bond Fund 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
Main Street Research LLC 3
Alerus Financial Na 3
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 3
Nations Financial Group Inc, /ia/ /adv 3
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 3
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 3
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 3
Greenwood Capital Associates Llc 3
HWG Holdings LP 3
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 3
MFSMX - MFS MUNICIPAL SERIES TRUST - MFS Maryland Municipal Bond Fund A 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
Forsta Ap-fonden 3
US Asset Management LLC 3
Pioneer Municipal High Income Opportunities Fund, Inc. 3
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 3
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) 3
Midas Management Corp 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 3
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 3
Valtura Capital Partners LLC 3
Harfst & Associates, Inc. 3
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 3
MFSCX - MFS MUNICIPAL SERIES TRUST - MFS South Carolina Municipal Bond Fund A 3
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 3
Bienville Capital Management, LLC 3
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 3
Ferguson Wellman Capital Management, Inc 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
BSHIX - Bishop Street Funds - Hawaii Municipal Bond Fund Class I Shares 3
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 3
MRGR - PROSHARES TRUST - ProShares Merger ETF 3
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 3
Motley Fool Asset Management LLC 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 3
Nbt Bank N A /ny 3
HighTower Trust Services, LTA 3
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 3
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
Williams Jones & Associates LLC 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
WMSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Sustainability Fund Administrator Class 3
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 3
SkyBridge Capital II, LLC 3
Spirepoint Private Client, Llc 3
Destination Wealth Management 3
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 3
Waldron Private Wealth LLC 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
Jnl Series Trust - Jnl/crescent High Income Fund (a) 3
Cohen Klingenstein LLC 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
Trust Point Inc. 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
LeClair Wealth Partners LLC 3
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 3
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
Buckingham Strategic Wealth, Llc 3
Bivin & Associates, Inc. 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 3
Smith, Salley & Associates 3
Kcm Investment Advisors Llc 3
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 3
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
Central Pacific Bank - Trust Division 3
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 3
Tilia Fiduciary Partners, Inc. 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
SDITX - BNY Mellon Investment Funds I - BNY Mellon Tax Sensitive Total Return Bond Fund Class I 3
WealthPlan Investment Management, LLC 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 3
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 3
Tricadia Capital Management, LLC 3
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 3
Deutsche Value Series, Inc 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
Legion Partners Asset Management, LLC 3
Baldwin Investment Management, LLC 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
Tevis Investment Management 3
Premier Path Wealth Partners, LLC 3
EdgeRock Capital LLC 3
Coston, McIsaac & Partners 3
OTA Financial Group L.P. 3
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 3
Cfs, Llc 3
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 3
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 3
WP Advisors, LLC 3
MJT & Associates Financial Advisory Group, Inc. 3
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 3
RPg Family Wealth Advisory, LLC 3
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
Diversify Advisory Services, LLC 3
Lourd Capital, LLC 3
Eaton Vance Floating-rate Income Trust 3
Confluence Investment Management Llc 3
Twin Securities, Inc. 3
PSTEX - Managed Portfolio Series - Principal Street Short Term Municipal Fund Investor Class 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 3
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3