Apparel And Other Finished Products Made From Fabrics And Similar Materials - Largest Owners in this Industry

This is a list of institutions that have held positions in more than two companies within this industry since the beginning of our crawl horizon (somewhere in 2014). Industry is based on SIC codes reported with the SEC. Number of Known Investments is the total count of securities held as reported in filings with the SEC since the beginning of our crawl horizon.

Investor Number of Known Investments
Bank Of America Corp /de/ 42
Deutsche Bank Ag\ 40
Morgan Stanley 40
Citadel Advisors Llc 39
Jpmorgan Chase & Co 39
UBS Group AG 38
Tower Research Capital LLC (TRC) 38
Vanguard Group Inc 37
Citigroup Inc 37
Geode Capital Management, Llc 37
State Street Corp 36
Goldman Sachs Group Inc 36
Wells Fargo & Company/mn 36
Renaissance Technologies Llc 35
BlackRock, Inc. 35
D. E. Shaw & Co., Inc. 35
Fmr Llc 35
Susquehanna International Group, Llp 35
Millennium Management Llc 34
Barclays Plc 34
Bnp Paribas Arbitrage, Sa 34
Credit Suisse Ag/ 34
Royal Bank Of Canada 34
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 34
Dimensional Fund Advisors Lp 33
Northern Trust Corp 33
Proequities, Inc. 33
Bank of New York Mellon Corp 33
Aqr Capital Management Llc 32
Bank Of Montreal /can/ 32
Ameriprise Financial Inc 32
Prelude Capital Management, Llc 32
New York State Common Retirement Fund 32
SG Americas Securities, LLC 32
Jane Street Group, Llc 32
Invesco Ltd. 32
Two Sigma Securities, Llc 31
Simplex Trading, Llc 31
Rhumbline Advisers 31
Manufacturers Life Insurance Company, The 30
American International Group, Inc. 30
Two Sigma Investments, Lp 30
Us Bancorp \de\ 30
Charles Schwab Investment Management Inc 30
Pnc Financial Services Group, Inc. 30
California State Teachers Retirement System 29
Price T Rowe Associates Inc /md/ 29
Group One Trading, L.p. 29
Creative Planning 29
Alliancebernstein L.p. 29
Oxford Asset Management Llp 29
Ladenburg Thalmann Financial Services Inc 29
Gsa Capital Partners Llp 28
Voya Investment Management Llc 28
Metropolitan Life Insurance Co/ny 28
IFP Advisors, Inc 28
Paloma Partners Management Co 28
Russell Investments Group, Ltd. 28
Parallax Volatility Advisers, L.P. 28
Parametric Portfolio Associates Llc 28
Macquarie Group Ltd 28
Squarepoint Ops LLC 27
Advisor Group Holdings, Inc. 27
Cubist Systematic Strategies, LLC 27
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 27
Nuveen Asset Management, LLC 27
Two Sigma Advisers, Lp 27
Verition Fund Management LLC 27
Legal & General Group Plc 26
Norges Bank 26
Sei Investments Co 26
Swiss National Bank 26
Ubs Asset Management Americas Inc 26
Northwestern Mutual Wealth Management Co 26
Tudor Investment Corp Et Al 26
Comerica Bank 26
Cutler Group LP 26
Hrt Financial Lp 26
California Public Employees Retirement System 26
Envestnet Asset Management Inc 26
Virtu Financial LLC 26
Wellington Management Group Llp 26
Royce & Associates Lp 25
BlackRock Institutional Trust Company, N.A. 25
Principal Financial Group Inc 25
Balyasny Asset Management Llc 25
Dynamic Technology Lab Private Ltd 25
Federated Hermes, Inc. 25
Franklin Resources Inc 25
Ameritas Investment Partners, Inc. 25
Wolverine Trading, Llc 25
Ubs Ag 25
Kcg Holdings, Inc. 25
Victory Capital Management Inc 25
PDT Partners, LLC 25
Jefferies Group LLC 25
Pacer Advisors, Inc. 25
Boothbay Fund Management, Llc 25
BlackRock Fund Advisors 24
A.R.T. Advisors, LLC 24
Tiaa Cref Investment Management Llc 24
Teachers Advisors, Llc 24
Nationwide Fund Advisors 24
Acadian Asset Management Llc 24
Huntington National Bank 24
Walleye Trading LLC 24
Panagora Asset Management Inc 24
Marshall Wace, Llp 24
Gotham Asset Management, LLC 24
Cwm, Llc 24
Glenmede Trust Co Na 24
Great West Life Assurance Co /can/ 24
American Century Companies Inc 24
Nomura Holdings Inc 24
Hsbc Holdings Plc 24
Laurion Capital Management LP 24
Guggenheim Capital Llc 24
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 24
ProShare Advisors LLC 24
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 24
Connor, Clark & Lunn Investment Management Ltd. 24
Quantbot Technologies LP 24
Landscape Capital Management, L.l.c. 24
Janney Montgomery Scott LLC 24
Allianz Asset Management GmbH 24
Polar Asset Management Partners Inc. 24
Strs Ohio 23
Bessemer Group Inc 23
First Horizon Advisors, Inc. 23
Public Employees Retirement System Of Ohio 23
Captrust Financial Advisors 23
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 23
Advisory Services Network, LLC 23
BlackRock Advisors LLC 23
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 23
Fifth Third Bancorp 23
Lord, Abbett & Co. Llc 23
Teacher Retirement System Of Texas 23
XTX Topco Ltd 23
Advisor Group, Inc. 23
TCI Wealth Advisors, Inc. 23
First Trust Advisors Lp 23
HighTower Advisors, LLC 23
Prudential Financial Inc 23
Capstone Investment Advisors, Llc 23
BlackRock Investment Management, LLC 23
State Board Of Administration Of Florida Retirement System 23
State Of Wisconsin Investment Board 22
Sterling Capital Management LLC 22
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 22
Trexquant Investment LP 22
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 22
Bayesian Capital Management, LP 22
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 22
Schonfeld Strategic Advisors LLC 22
Engineers Gate Manager LP 22
Arrowstreet Capital, Limited Partnership 22
PEAK6 Investments, L.P. 22
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 22
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 22
Los Angeles Capital Management Llc 22
Quadrant Capital Group Llc 22
D.a. Davidson & Co. 22
Wolverine Asset Management Llc 22
Point72 Asset Management, L.P. 22
ExodusPoint Capital Management, LP 22
Zurcher Kantonalbank (Zurich Cantonalbank) 22
Thrivent Financial For Lutherans 22
J. Goldman & Co LP 21
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 21
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 21
Lazard Asset Management Llc 21
Capital Fund Management S.a. 21
Ellington Management Group Llc 21
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 21
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 21
Jump Financial, LLC 21
Canada Pension Plan Investment Board 21
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 21
EverSource Wealth Advisors, LLC 21
Centiva Capital, LP 21
Parallel Advisors, LLC 21
Russell Frank Co/ 21
MetLife Investment Management, LLC 21
Marshall Wace North America L.P. 21
Signaturefd, Llc 21
LPL Financial LLC 21
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 21
Rockefeller Capital Management L.P. 21
Meeder Asset Management Inc 21
Qube Research & Technologies Ltd 21
Raymond James Financial Inc 21
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 21
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 21
Jacobs Levy Equity Management, Inc 21
SBI Securities Co., Ltd. 21
Walleye Capital LLC 21
Farther Finance Advisors, LLC 21
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 21
Stifel Financial Corp 21
Quadrature Capital Ltd 21
State of Wyoming 20
Teachers Retirement System Of The State Of Kentucky 20
O'shaughnessy Asset Management, Llc 20
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 20
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 20
Occudo Quantitative Strategies Lp 20
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 20
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 20
Raymond James & Associates 20
Allspring Global Investments Holdings, LLC 20
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 20
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 20
Amalgamated Bank 20
BlackRock Group LTD 20
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 20
Man Group plc 20
Y-Intercept (Hong Kong) Ltd 20
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 20
First Manhattan Co 20
Twinbeech Capital Lp 20
Driehaus Capital Management Llc 20
GWM Advisors LLC 20
Nomura Asset Management Co Ltd 20
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 20
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 20
CIBC Private Wealth Group, LLC 20
Coldstream Capital Management Inc 20
New York State Teachers Retirement System 20
Putnam Investments Llc 20
Bridgeway Capital Management Inc 20
Mirae Asset Global Investments Co., Ltd. 20
Steward Partners Investment Advisory, Llc 20
Point72 Asia (Singapore) Pte. Ltd. 20
State of Tennessee, Treasury Department 20
GAMMA Investing LLC 20
Arizona State Retirement System 20
Aquatic Capital Management LLC 20
Davidson Kempner Capital Management Lp 19
Public Sector Pension Investment Board 19
Oppenheimer & Co Inc 19
MUFG Americas Holdings Corp 19
Global Retirement Partners, LLC 19
Voloridge Investment Management, Llc 19
Public Employees Retirement Association Of Colorado 19
Credit Agricole S A 19
Stevens Capital Management Lp 19
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 19
Spot Trading L.L.C 19
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 19
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 19
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 19
Principal Funds Inc 19
Police & Firemen's Retirement System of New Jersey 19
Hudson Bay Capital Management LP 19
Jefferies Financial Group Inc. 19
Nisa Investment Advisors, Llc 19
Aigen Investment Management, Lp 19
Graham Capital Management, L.P. 19
Janus Henderson Group Plc 19
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 19
Ancora Advisors, LLC 19
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 19
BlueCrest Capital Management Ltd 19
Lombard Odier Asset Management (USA) Corp 19
KBC Group NV 19
Ronald Blue Trust, Inc. 19
MetLife Securities, Inc 19
Hillsdale Investment Management Inc. 19
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 19
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 19
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 19
SRS Capital Advisors, Inc. 19
Covestor Ltd 19
Natixis 19
Hbk Investments L P 19
Synovus Financial Corp 19
Amundi 19
Toronto Dominion Bank 19
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 19
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 18
Assetmark, Inc 18
Managed Account Advisors Llc 18
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 18
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 18
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 18
Td Asset Management Inc 18
Versor Investments LP 18
Algert Global Llc 18
Aperio Group, LLC 18
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 18
FORA Capital, LLC 18
FNY Managed Accounts LLC 18
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 18
PEAK6 Investments LLC 18
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 18
Magnetar Financial LLC 18
Emerald Acquisition Ltd. 18
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 18
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 18
IWV - iSHARES TRUST - iShares Russell 3000 ETF 18
NEXT Financial Group, Inc 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 18
Clear Street Markets Llc 18
Jones Financial Companies Lllp 18
Allworth Financial LP 18
PineBridge Investments, L.P. 18
First Republic Investment Management, Inc. 18
Versant Capital Management, Inc 18
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 18
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 18
Private Capital Group, LLC 18
True Wealth Design, LLC 18
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 18
Point72 Hong Kong Ltd 18
Fox Run Management, L.l.c. 18
Commonwealth Equity Services, Llc 18
Oppenheimer Funds Inc 18
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 18
Caitong International Asset Management Co., Ltd 18
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 18
Crossmark Global Holdings, Inc. 18
Hexagon Capital Partners LLC 18
Raymond James Financial Services Advisors, Inc. 18
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 18
Employees Retirement System of Texas 18
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 18
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 18
Seven Eight Capital, Lp 18
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 18
HAP Trading, LLC 18
Neuberger Berman Group LLC 18
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 18
Handelsbanken Fonder AB 18
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 18
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 18
Patriot Financial Group Insurance Agency, LLC 18
Axa S.a. 18
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 18
Nuveen, LLC 18
Tfs Capital Llc 18
Brandywine Global Investment Management, LLC 18
Cerity Partners LLC 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 18
Atom Investors LP 17
Oregon Public Employees Retirement Fund 17
Fred Alger Management, Llc 17
CIBC Asset Management Inc 17
Rothschild Investment Llc 17
State of New Jersey Common Pension Fund D 17
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 17
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 17
Alberta Investment Management Corp 17
Amundi Pioneer Asset Management Inc 17
Quarry LP 17
Maverick Capital Ltd 17
Mutual Of America Capital Management Llc 17
Glassman Wealth Services 17
Cadence Capital Management Llc 17
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 17
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 17
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 17
Texas Permanent School Fund 17
Oppenheimer Asset Management Inc. 17
BNP Paribas Asset Management Holding S.A. 17
Schroder Investment Management Group 17
National Bank Of Canada /fi/ 17
Bridgefront Capital, LLC 17
Blueshift Asset Management, LLC 17
LS Investment Advisors, LLC 17
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 17
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 17
MAI Capital Management 17
Hartland & Co., LLC 17
Financial Architects, Inc 17
Virginia Retirement Systems Et Al 17
Advisors Asset Management, Inc. 17
VTL Associates, LLC 17
Capital Performance Advisors Llp 17
Proficio Capital Partners LLC 17
Dupont Capital Management Corp 17
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 17
Sowell Financial Services LLC 17
Petrus Trust Company, LTA 17
Geneos Wealth Management Inc. 17
Highbridge Capital Management Llc 17
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 17
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 17
M&t Bank Corp 17
Mason Street Advisors, Llc 17
Municipal Employees' Retirement System of Michigan 17
Whittier Trust Co 17
Deere & Co 17
Grantham, Mayo, Van Otterloo & Co. LLC 17
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 17
Fuller & Thaler Asset Management, Inc. 17
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 17
Lindbrook Capital, Llc 17
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 17
Brevan Howard Capital Management LP 17
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 17
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 17
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 17
Winton Capital Group Ltd 17
Menta Capital Llc 17
Dark Forest Capital Management Lp 17
Shell Asset Management Co 17
Hutchin Hill Capital, LP 17
OMERS ADMINISTRATION Corp 17
Castleark Management Llc 17
Scopus Asset Management, L.p. 17
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 17
Nebula Research & Development LLC 17
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 17
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 17
Zacks Investment Management 17
Skopos Labs, Inc. 17
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 17
Eaton Vance Management 17
American Portfolios Advisors 17
Sanctuary Advisors, LLC 17
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 17
Corebridge Financial, Inc. 16
Spark Investment Management LLC 16
Quantitative Systematic Strategies LLC 16
Principal Securities, Inc. 16
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 16
NumerixS Investment Technologies Inc 16
Benjamin F. Edwards & Company, Inc. 16
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 16
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 16
Pathstone Family Office, Llc 16
LMR Partners LLP 16
Boston Partners 16
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 16
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 16
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 16
Gts Securities Llc 16
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 16
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 16
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 16
Exchange Traded Concepts, Llc 16
Headlands Technologies LLC 16
Keebeck Alpha, LP 16
Rehmann Capital Advisory Group 16
United Services Automobile Association 16
Intech Investment Management Llc 16
Massachusetts Financial Services Co /ma/ 16
Hantz Financial Services, Inc. 16
Gradient Investments LLC 16
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 16
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 16
Kennedy Capital Management, Inc. 16
Smithfield Trust Co 16
Capital Advisors, Ltd. LLC 16
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 16
College Retirement Equities Fund 16
Johnson Financial Group, Inc. 16
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 16
Cresset Asset Management, LLC 16
Robeco Institutional Asset Management B.V. 16
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 16
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 16
CENTRAL TRUST Co 16
Nine Chapters Capital Management LLC 16
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 16
Cibc World Markets Corp 16
Bell Investment Advisors, Inc 16
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 16
Louisiana State Employees Retirement System 16
AMP Capital Investors Ltd 16
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 16
Blair William & Co/il 16
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 16
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 16
Mariner, LLC 16
Nicholas Investment Partners, LP 16
Cullen/frost Bankers, Inc. 16
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 16
Orion Portfolio Solutions, LLC 16
Truist Financial Corp 16
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 16
Aviva Plc 16
Boston Private Wealth Llc 16
Brown Advisory Inc 16
Wipfli Financial Advisors Llc, 16
Stratos Wealth Partners, LTD. 16
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 16
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 16
Ergoteles LLC 16
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 16
QS Investors, LLC 16
Cornerstone Capital Management Holdings Llc. 16
CIBC World Markets Inc. 16
Campbell & CO Investment Adviser LLC 16
Venturi Wealth Management, LLC 16
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 16
Cipher Capital LP 16
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 16
RidgeWorth Capital Management LLC 16
Asset Management One Co., Ltd. 16
Caption Management, LLC 16
First Mercantile Trust Co 16
AdvisorNet Financial, Inc 16
Mackenzie Financial Corp 16
Umb Bank N A/mo 16
San Francisco Sentry Investment Group (ca) 16
Gemmer Asset Management LLC 16
Farmers & Merchants Investments Inc 16
FNY Investment Advisers, LLC 16
Parkside Financial Bank & Trust 16
FinTrust Capital Advisors, LLC 16
Airain ltd 16
Ubs Oconnor Llc 16
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 16
Massmutual Trust Co Fsb/adv 16
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 16
Cambridge Investment Research Advisors, Inc. 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 16
Alpine Global Management, LLC 16
Federation des caisses Desjardins du Quebec 16
Susquehanna Fundamental Investments, Llc 16
EntryPoint Capital, LLC 16
Timber Hill LLC 15
Mercer Global Advisors Inc /adv 15
Ensign Peak Advisors, Inc 15
Quantinno Capital Management LP 15
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 15
Maryland State Retirement & Pension System 15
Amalgamated Financial Corp. 15
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 15
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 15
Aster Capital Management (DIFC) Ltd 15
Pictet Asset Management Sa 15
IndexIQ Advisors LLC 15
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 15
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 15
Manchester Capital Management LLC 15
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 15
Profund Advisors Llc 15
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 15
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 15
Loomis Sayles & Co L P 15
Janney Capital Management LLC 15
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 15
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 15
Vident Investment Advisory, LLC 15
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 15
Point72 (DIFC) Ltd 15
Mitsubishi UFJ Trust & Banking Corp 15
EAM Investors, LLC 15
FIL Ltd 15
Alyeska Investment Group, L.P. 15
Rational Advisors Llc 15
Private Advisor Group, LLC 15
Sawtooth Solutions, LLC 15
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 15
Smartleaf Asset Management LLC 15
Stone Ridge Asset Management LLC 15
Klp Kapitalforvaltning As 15
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 15
Private Trust Co Na 15
Sherbrooke Park Advisers Llc 15
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 15
Interval Partners, LP 15
Quest Partners LLC 15
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 15
CI Private Wealth, LLC 15
Larson Financial Group LLC 15
Capstone Asset Management Co 15
First Hawaiian Bank 15
Holocene Advisors, LP 15
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 15
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 15
Entropy Technologies, LP 15
Piedmont Investment Advisors Llc 15
Point72 Middle East FZE 15
Ellevest, Inc. 15
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 15
Healthcare Of Ontario Pension Plan Trust Fund 15
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 15
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 15
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 15
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 15
Howe & Rusling Inc 15
Clearbridge Investments, LLC 15
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 15
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 15
DekaBank Deutsche Girozentrale 15
Bridgewater Associates, LP 15
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 15
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 15
Alphacrest Capital Management Llc 15
Harbour Investments, Inc. 15
Guardian Wealth Advisors, LLC 15
Illinois Municipal Retirement Fund 15
Catalyst Capital Advisors LLC 15
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 15
VDAFX - VALIC Co I - Dynamic Allocation Fund 15
Penserra Capital Management LLC 15
Teza Capital Management LLC 15
National Asset Management, Inc. 15
Segall Bryant & Hamill, Llc 15
Adage Capital Partners Gp, L.l.c. 15
Weiss Multi-Strategy Advisers LLC 15
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 15
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 15
Vanguard World Fund 15
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 15
Snowden Capital Advisors LLC 15
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 15
GAM Holding AG 15
Pearl River Capital, LLC 15
Hanseatic Management Services Inc 15
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 15
Advanced Series Trust - Ast Small-cap Growth Portfolio 15
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 15
Vident Advisory, LLC 15
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 15
Nordea Investment Management Ab 15
Natixis Advisors, L.p. 15
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 15
Pictet Asset Management Holding SA 15
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 15
Assenagon Asset Management S.A. 15
JustInvest LLC 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 15
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 15
Tocqueville Asset Management L.p. 15
Brown Brothers Harriman & Co 15
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 15
Commerzbank Aktiengesellschaft /fi 14
Riggs Asset Managment Co. Inc. 14
Prestige Wealth Management Group LLC 14
IMC-Chicago, LLC 14
Financial Management Professionals, Inc. 14
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 14
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 14
Enterprise Financial Services Corp 14
Armistice Capital, Llc 14
Regions Financial Corp 14
Cnh Partners Llc 14
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 14
Suntrust Banks Inc 14
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 14
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 14
Keybank National Association/oh 14
Plante Moran Financial Advisors, LLC 14
Buckingham Capital Management Inc 14
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 14
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 14
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 14
James Investment Research Inc 14
Great Lakes Advisors, Llc 14
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 14
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 14
International Assets Investment Management, Llc 14
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 14
Tsfg, Llc 14
Sciencast Management LP 14
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 14
Irish Life Investment Managers Ltd. 14
Advisory Research Inc 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 14
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 14
Hemington Wealth Management 14
Riverhead Capital Management Llc 14
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 14
Friess Associates Llc 14
Vantage Consulting Group Inc 14
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 14
Wealthspire Advisors, L.P. 14
SAC Capital Advisors LP 14
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 14
Jane Street Holding, LLC 14
Spire Wealth Management 14
Montag A & Associates Inc 14
Valley National Advisers Inc 14
Counterpoint Mutual Funds LLC 14
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 14
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 14
Cetera Advisor Networks LLC 14
Yousif Capital Management, Llc 14
State of Alaska, Department of Revenue 14
Elkfork Partners LLC 14
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 14
Empowered Funds, LLC 14
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 14
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 14
IHT Wealth Management, LLC 14
Glen Harbor Capital Management LLC 14
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 14
APG Asset Management N.V. 14
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 14
Shellback Capital, LP 14
Valeo Financial Advisors, LLC 14
Samlyn Capital, Llc 14
Chartwell Investment Partners, Llc 14
Vanguard Index Funds 14
Baker Avenue Asset Management, LP 14
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 14
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 14
Hm Payson & Co 14
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 14
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 14
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 14
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 14
TD Waterhouse Canada Inc. 14
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 14
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 14
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 14
Compagnie Lombard Odier SCmA 14
Alps Advisors Inc 14
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 14
Fisher Asset Management, LLC 14
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 14
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 14
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 14
Jfs Wealth Advisors, Llc 14
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 14
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 14
Catalyst Funds Management Pty Ltd 14
Erste Asset Management GmbH 14
Clinton Group Inc 14
Wealth Enhancement Advisory Services, Llc 14
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 14
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 14
Peak6 Llc 14
Universal- Beteiligungs- und Servicegesellschaft mbH 14
Sunbelt Securities, Inc. 14
Acrospire Investment Management LLC 14
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 14
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 14
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 14
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 14
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 14
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 14
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 14
Cinctive Capital Management LP 14
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 14
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 14
NOSGX - Northern Funds - Northern Small Cap Value Fund 14
Seacrest Wealth Management, Llc 14
Pinnacle Wealth Planning Services, Inc. 14
Numeric Investors Llc 14
CWM Advisors, LLC 14
Creative Financial Designs Inc /adv 14
Cetera Investment Advisers 14
Coatue Management Llc 14
Ameritas Investment Corp 14
Calamos Advisors LLC 13
Private Wealth Management Group, LLC 13
BlackRock Japan Co. Ltd 13
NN Investment Partners Holdings N.V. 13
Alambic Investment Management, L.P. 13
Steward Financial Group LLC 13
Coppell Advisory Solutions LLC 13
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 13
Hussman Strategic Advisors, Inc. 13
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 13
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 13
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 13
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 13
SJS Investment Consulting Inc. 13
Chevy Chase Trust Holdings, Inc. 13
C M Bidwell & Associates Ltd 13
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 13
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 13
Mather Group, Llc. 13
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 13
Jennison Associates Llc 13
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 13
SG3 Management, LLC 13
Mml Investors Services, Llc 13
Caxton Associates Lp 13
Ing Groep Nv 13
Thompson Davis & Co., Inc. 13
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 13
Utah Retirement Systems 13
Trust Co Of Vermont 13
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 13
Integral Derivatives, LLC 13
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 13
Earnest Partners Llc 13
Quantamental Technologies LLC 13
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 13
Westpac Banking Corp 13
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 13
Vontobel Holding Ltd. 13
Belpointe Asset Management LLC 13
Savant Capital, LLC 13
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 13
CoreCap Advisors, LLC 13
Eagle Bay Advisors LLC 13
1832 Asset Management L.P. 13
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 13
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 13
Hartford Investment Management Co 13
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 13
Invictus RG 13
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 13
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 13
CenterStar Fund, LLC 13
Moore Capital Management, Lp 13
Weiss Asset Management LP 13
Scientech Research LLC 13
Symphony Asset Management Llc 13
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 13
Moors & Cabot, Inc. 13
World Asset Management Inc 13
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 13
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 13
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 13
Brinker Capital Investments, LLC 13
Caisse De Depot Et Placement Du Quebec 13
State Of Michigan Retirement System 13
Daiwa Securities Group Inc. 13
Northern Trust Co Of Connecticut 13
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 13
Cornercap Investment Counsel Inc 13
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 13
King Luther Capital Management Corp 13
Sei Trust Co 13
Td Private Client Wealth Llc 13
Old Mutual Customised Solutions (proprietary) Ltd 13
Flagship Harbor Advisors, Llc 13
Xact Kapitalforvaltning AB 13
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 13
Toth Financial Advisory Corp 13
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 13
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 13
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 13
Quantitative Investment Management, LLC 13
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 13
Continuum Advisory, LLC 13
Tiaa-cref Funds 13
Fortitude Family Office, LLC 13
Bokf, Na 13
BRYN MAWR TRUST Co 13
FDx Advisors, Inc. 13
Azzad Asset Management Inc /adv 13
Pathstone Holdings, LLC 13
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 13
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 13
State Farm Mutual Fund Trust 13
EBI - RBB Fund Trust - Longview Advantage ETF 13
Ci Investments Inc. 13
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 13
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 13
Sandler Capital Management 13
Berman Capital Advisors, LLC 13
Twin Tree Management, LP 13
ClariVest Asset Management LLC 13
Weld Capital Management Llc 13
Sonora Investment Management, LLC 13
State Farm Variable Product Trust 13
Carolinas Wealth Consulting Llc 13
Sutton Wealth Advisors Inc. 13
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 13
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 13
Toroso Investments, LLC 13
Shay Capital LLC 13
Chimera Capital Management LLC 13
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 13
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 13
Humankind Benefit Corp - Humankind US Stock ETF 13
Sound Income Strategies, LLC 13
Axq Capital, Lp 13
Meadow Creek Investment Management LLC 13
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 13
Assured Investment Management LLC 13
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 13
Barings Llc 13
Sculptor Capital LP 13
Edgestream Partners, L.P. 13
PENN SERIES FUNDS INC - International Equity Fund 13
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13
WFG Advisors, LP 13
Corton Capital Inc. 13
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 13
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 12
Artisan Partners Limited Partnership 12
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 12
Golden State Wealth Management, LLC 12
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 12
Stoneridge Investment Partners Llc 12
Winslow, Evans & Crocker, Inc. 12
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 12
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 12
Cary Street Partner Investment Advisory Llc 12
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 12
Quent Capital, LLC 12
CAPROCK Group, Inc. 12
AE Wealth Management LLC 12
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 12
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 12
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 12
Independent Advisor Alliance 12
Tradeworx Inc. 12
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 12
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 12
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 12
Vestcor Inc 12
Securian Asset Management, Inc 12
Capula Management Ltd 12
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 12
Tarbox Family Office, Inc. 12
CVA Family Office, LLC 12
Silvercrest Asset Management Group Llc 12
Pictet Asset Management Ltd 12
National Planning Corp 12
Global Financial Private Client, LLC 12
Lenox Wealth Advisors, LLC 12
Absolute Return Capital, LLC 12
JNBA Financial Advisors 12
Quinn Opportunity Partners LLC 12
Atria Investments Llc 12
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 12
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 12
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 12
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 12
Greenwood Capital Associates Llc 12
Ameritas Advisory Services, LLC 12
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 12
Wealthfront Inc 12
Avantax Planning Partners, Inc. 12
SpiderRock Trading LLC 12
Schubert & Co 12
Covington Capital Management 12
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 12
Cetera Advisors LLC 12
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 12
Waddell & Reed Financial Inc 12
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 12
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 12
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 12
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 12
Ontario Teachers Pension Plan Board 12
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 12
Gyon Technologies Capital Management, LP 12
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 12
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 12
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 12
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 12
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 12
Element Capital Management Llc 12
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 12
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 12
Janus Capital Management Llc 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
Edmond De Rothschild Holding S.a. 12
Soros Fund Management Llc 12
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 12
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 12
Global X Management CO LLC 12
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 12
North Star Investment Management Corp. 12
Diversified Trust Co 12
Visium Asset Management, LP 12
Commonwealth Bank Of Australia 12
Delpha Capital Management, Llc 12
Heritage Wealth Advisors 12
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 12
Melvin Capital Management LP 12
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 12
Sofos Investments, Inc. 12
Money Concepts Capital Corp 12
Evergreen Capital Management Llc 12
Martingale Asset Management L P 12
Cooper Creek Partners Management Llc 12
K2 Principal Fund, L.p. 12
Fiera Capital Corp 12
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 12
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 12
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 12
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 12
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 12
Financial Advocates Investment Management 12
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 12
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 12
HFM Investment Advisors, LLC 12
Zions Bancorporation, N.A. 12
Summit Trail Advisors, Llc 12
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 12
Whittier Trust Co Of Nevada Inc 12
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 12
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 12
Agf Investments Inc. 12
Wexford Capital Lp 12
Karp Capital Management Corp 12
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 12
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 12
Baird Financial Group, Inc. 12
Bank Of Nova Scotia 12
Kornitzer Capital Management Inc /ks 12
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 12
Stephens Inc /ar/ 12
Sandy Spring Bank 12
Itau Unibanco Holding S.A. 12
Princeton Alpha Management LP 12
Csenge Advisory Group 12
DiNuzzo Private Wealth, Inc. 12
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 12
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 12
Bartlett & Co. LLC 12
Salem Investment Counselors Inc 12
Citizens Financial Group Inc/ri 12
Atlantic Trust, LLC 12
Contravisory Investment Management, Inc. 12
CX Institutional 12
South Dakota Investment Council 12
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 12
Lido Advisors, LLC 12
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 12
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 12
Carroll Financial Associates, Inc. 12
Westside Investment Management, Inc. 12
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 12
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 12
First Personal Financial Services 12
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 12
Cordant, Inc. 12
New York Life Investment Management Llc 12
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 12
Ground Swell Capital, LLC 12
Livforsakringsbolaget Skandia, Omsesidigt 12
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 12
Duality Advisers, Lp 12
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 12
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 11
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 11
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 11
nVerses Capital, LLC 11
SECOR Capital Advisors, LP 11
Hancock Whitney Corp 11
Coastal Investment Advisors, Inc. 11
AHL Partners LLP 11
DRW Securities, LLC 11
Everence Capital Management Inc 11
Lisanti Capital Growth, LLC 11
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 11
Columbus Circle Investors 11
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 11
Convergence Investment Partners, LLC 11
Weiss Strategic Interval Fund 11
Picton Mahoney Asset Management 11
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 11
Tfo-tdc, Llc 11
Kestra Advisory Services, LLC 11
Brookfield Asset Management Inc. 11
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 11
EULAV Asset Management 11
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 11
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 11
Bartlett & Co. Wealth Management Llc 11
Banque Cantonale Vaudoise 11
Denver Investment Advisors Llc 11
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 11
Frazier Financial Advisors, LLC 11
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 11
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 11
Commonwealth Equity Services, Inc 11
Liberty Mutual Group Asset Management Inc. 11
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 11
Bogle Investment Management L P /de/ 11
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 11
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 11
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 11
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 11
Invictus RG Pte. Ltd. 11
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 11
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 11
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 11
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 11
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 11
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 11
Jpmorgan Trust Iii 11
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 11
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 11
Sumitomo Mitsui Trust Holdings, Inc. 11
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 11
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 11
Innealta Capital, Llc 11
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 11
R Squared Ltd 11
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 11
Jupiter Asset Management Ltd 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 11
Inceptionr Llc 11
Next Capital Management LLC 11
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 11
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 11
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 11
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 11
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 11
QCVAX - Clearwater Investment Trust - Clearwater International Fund 11
Pitcairn Co 11
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 11
Standard Life Aberdeen plc 11
Bogart Wealth, LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 11
Meridian Wealth Partners, LLC 11
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 11
Rialto Wealth Management, LLC 11
Eagle Asset Management Inc 11
Parkworth Wealth Management, Inc. 11
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 11
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 11
Skandinaviska Enskilda Banken AB (publ) 11
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 11
Icon Advisers Inc/co 11
Mirabella Financial Services Llp 11
Jain Global LLC 11
Retirement Systems of Alabama 11
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 11
Motco 11
Tcwp Llc 11
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11
Kore Private Wealth LLC 11
Riverview Trust Co 11
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 11
Oppenheimer Etf Trust 11
IWM - iSHARES TRUST - iShares Russell 2000 ETF 11
Xponance, Inc. 11
Chicago Equity Partners Llc 11
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 11
Ritholtz Wealth Management 11
Venture Visionary Partners LLC 11
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 11
Focused Wealth Management, Inc 11
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 11
Liberty Wealth Management Llc 11
Treasurer of the State of North Carolina 11
Paradigm Asset Management Co Llc 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 11
Hartford Mutual Funds Inc/ct 11
Hodges Capital Management Inc. 11
Tradewinds Capital Management, LLC 11
NSIDX - Northern Funds - Northern Small Cap Index Fund 11
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 11
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 11
State of New Jersey Common Pension Fund A 11
Harvest Fund Management Co., Ltd 11
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 11
MQS Management LLC 11
M&g Investment Management Ltd 11
Grove Bank & Trust 11
Mason Street Advisors, Llc 11
Disciplined Investments, LLC 11
Ashton Thomas Private Wealth, LLC 11
Oberweis Asset Management Inc/ 11
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 11
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 11
Deprince Race & Zollo Inc 11
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 11
Bb&t Securities, Llc 11
FNY Partners Fund LP 11
Thompson Siegel & Walmsley Llc 11
Guggenheim Active Allocation Fund 11
Northwestern Mutual Investment Management Company, Llc 11
GV Financial Advisors 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 11
Parametrica Management Ltd 11
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 11
GIMFX - GMO TRUST - GMO Implementation Fund 11
Centaurus Financial, Inc. 11
Capital Asset Advisory Services LLC 11
Cornerstone Advisors, Inc. 11
Wilbanks Smith & Thomas Asset Management Llc 11
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 11
Horizon Investments, LLC 11
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 11
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 11
Capital World Investors 11
Rafferty Asset Management, LLC 11
Wealthcare Advisory Partners LLC 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 11
Scotia Capital Inc. 11
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 11
Wbi Investments, Inc. 11
Financial Gravity Companies, Inc. 11
North Fourth Asset Management, LP 11
Calvert Investment Management, Inc. 11
Vantagepoint Funds 11
Sargent Bickham Lagudis LLC 11
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 11
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11
Lsv Asset Management 11
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 11
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 11
Reilly Financial Advisors, Llc 11
First Quadrant L P/ca 11
Cowen Group, Inc. 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 11
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 11
Kings Point Capital Management 11
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 11
Harbor Investment Advisory, Llc 11
SummitTX Capital, L.P. 11
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 11
BerganKDV Wealth Management, LLC 11
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 11
Commerce Bank 11
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 11
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 11
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 11
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 11
Ieq Capital, Llc 11
Quest Capital Management Inc /adv 11
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 11
Mackay Shields Llc 11
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 11
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 11
Alpha Paradigm Partners, LLC 11
Bay Harbor Wealth Management, LLC 11
McIlrath & Eck, LLC 11
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 10
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 10
Mycio Wealth Partners, Llc 10
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 10
CSat Investment Advisory, L.P. 10
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 10
Kayne Anderson Rudnick Investment Management Llc 10
GW&K Investment Management, LLC 10
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 10
Gilder Gagnon Howe & Co Llc 10
Checchi Capital Advisers, LLC 10
Avantax Advisory Services, Inc. 10
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 10
UMA Financial Services, Inc. 10
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 10
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10
BFOR - ALPS ETF Trust - Barron's 400 ETF 10
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 10
Evoke Wealth, Llc 10
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 10
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 10
HHM Wealth Advisors, LLC 10
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 10
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 10
Baldwin Brothers Inc/ma 10
Wedge Capital Management L L P/nc 10
Freestone Grove Partners LP 10
Campbell Multi-strategy Trust 10
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 10
Washington Trust Bank 10
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 10
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 10
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 10
Arden Investment Series Trust 10
Waratah Capital Advisors Ltd. 10
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 10
Gideon Capital Advisors, Inc. 10
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 10
WPG Advisers, LLC 10
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 10
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 10
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 10
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 10
Frontier Capital Management Co Llc 10
Virtus Investment Advisers, Inc. 10
Globeflex Capital L P 10
Truvestments Capital Llc 10
Macroview Investment Management Llc 10
Trustmark National Bank Trust Department 10
Dubuque Bank & Trust Co 10
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 10
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 10
Paces Ferry Wealth Advisors, Llc 10
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 10
Mount Yale Investment Advisors, LLC 10
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 10
Bryn Mawr Capital Management Inc 10
Natixis Investment Managers International 10
Wealthfront Advisers Llc 10
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 10
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 10
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 10
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 10
GPS Wealth Strategies Group, LLC 10
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 10
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 10
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 10
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 10
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 10
Prudential Plc 10
We Are One Seven, LLC 10
Prime Capital Investment Advisors, LLC 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 10
Tabor Asset Management, LP 10
Systematic Financial Management Lp 10
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 10
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 10
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 10
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 10
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 10
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 10
Optiver Holding B.V. 10
Korea Investment CORP 10
Tcw Group Inc 10
Caas Capital Management Lp 10
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 10
Cable Hill Partners, LLC 10
Societe Generale 10
Freestone Capital Holdings, LLC 10
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 10
Rainier Investment Management Llc 10
Formula Growth Ltd 10
Mazama Capital Management Inc 10
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 10
PENN SERIES FUNDS INC - Small Cap Index Fund 10
Newbridge Financial Services Group, Inc. 10
Activest Wealth Management 10
Artemis Investment Management LLP 10
Elite Wealth Management, Inc. 10
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 10
Jacobi Capital Management LLC 10
MCF Advisors LLC 10
Legacy Financial Advisors, Inc. 10
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 10
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 10
GLG Partners LP 10
Simon Quick Advisors, Llc 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 10
CenterStar Asset Management, LLC 10
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 10
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 10
Mv Capital Management, Inc. 10
Harbor Capital Advisors, Inc. 10
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 10
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 10
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 10
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 10
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 10
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 10
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 10
First Capital Advisors Group, LLC. 10
Zions Bancorporation 10
Boulder Hill Capital Management Lp 10
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 10
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 10
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 10
Maven Securities LTD 10
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 10
Rise Advisors, LLC 10
Regentatlantic Capital Llc 10
Cornerstone Investment Partners, LLC 10
Bank Julius Baer & Co. Ltd, Zurich 10
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 10
Intellectus Partners, LLC 10
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 10
WASHINGTON TRUST Co 10
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 10
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 10
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 10
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 10
Shelton Capital Management 10
ETRADE Capital Management LLC 10
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 10
SpiderRock Advisors, LLC 10
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 10
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 10
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 10
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 10
Achmea Investment Management B.V. 10
Fieldpoint Private Securities, LLC 10
DAACX - Adviser Managed Trust - Diversified Equity Fund 10
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 10
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 10
Spot Trading L.l.c. 10
BDO Wealth Advisors, LLC 10
Reynolds Capital Management Llc 10
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 10
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 10
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 10
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 10
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 10
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
Brewin Dolphin Ltd 10
Candlestick Capital Management LP 10
Stonebridge Capital Advisors LLC 10
Moody National Bank Trust Division 10
Tobam 10
Arkadios Wealth Advisors 10
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 10
Old National Bancorp /in/ 10
Qsemble Capital Management, LP 10
IBM Retirement Fund 10
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 10
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 10
FLDFX - Meeder Funds - BALANCED FUND Retail Class 10
West Tower Group, LLC 10
Cornerstone Planning Group LLC 10
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 10
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 10
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 10
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 10
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 10
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 10
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 10
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 10
I.g. Investment Management, Ltd. 10
Transamerica Financial Advisors, Inc. 10
Fulton Bank, N.a. 10
Denali Advisors Llc 10
Css Llc/il 10
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 10
Profunds - Profund Vp Ultrasmall-cap 10
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 10
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 10
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 10
Profunds - Profund Vp Small-cap 10
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 10
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 10
VCAAX - VALIC Co I - Asset Allocation Fund 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 10
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 10
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 10
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 10
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 10
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 10
Nbc Securities, Inc. 10
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 10
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 10
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 10
West Paces Advisors Inc. 10
First Citizens Bank & Trust Co 10
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 10
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 10
VCSLX - VALIC Co I - Small Cap Index Fund 10
First New York Securities Llc /ny 10
VCGAX - VALIC Co I - Growth & Income Fund 10
Anchor Investment Management, LLC 10
Bruce G. Allen Investments, LLC 10
Perkins Coie Trust Co 10
Woodline Partners LP 10
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 10
Candriam Luxembourg S.C.A. 10
Bare Financial Services, Inc 10
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 10
Ledyard National Bank 10
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 10
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 10
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 10
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 10
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 10
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 10
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 10
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 10
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 10
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 10
Kapitalo Investimentos Ltda 10
Brookstone Capital Management 10
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 10
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 10
IWB - iSHARES TRUST - iShares Russell 1000 ETF 10
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 10
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 10
FineMark National Bank & Trust 10
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 10
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 10
Harel Insurance Investments & Financial Services Ltd. 10
Banque Pictet & Cie Sa 10
Glen Eagle Advisors, LLC 10
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 10
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 10
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 10
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
Elequin Capital Lp 9
Kingsview Wealth Management, LLC 9
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 9
Athanor Capital, Lp 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 9
Santa Fe Partners LLC 9
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 9
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 9
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 9
Colony Group, LLC 9
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 9
Machina Capital S.a.s. 9
Colonial Trust Advisors 9
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 9
Rsm Us Wealth Management Llc 9
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 9
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 9
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 9
Old Mission Capital Llc 9
New Mexico Educational Retirement Board 9
Advent Capital Management /de/ 9
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 9
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 9
Echo Street Capital Management LLC 9
Atlas Private Wealth Advisors 9
Tyers Asset Management LLC 9
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 9
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 9
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 9
TFC Financial Management 9
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 9
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 9
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 9
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 9
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 9
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 9
Savior LLC 9
Scout Investments, Inc. 9
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 9
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 9
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 9
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 9
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 9
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 9
Mizuho Trust & Banking Co., Ltd. 9
Asset Dedication, LLC 9
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 9
People's United Financial, Inc. 9
United Capital Financial Advisers, Llc 9
Argent Capital Management Llc 9
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 9
Foundry Partners, LLC 9
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 9
Pallas Capital Advisors LLC 9
Advantage Investment Management, Llc 9
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 9
Kiwi Wealth Investments Limited Partnership 9
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 9
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 9
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 9
Jaffetilchin Investment Partners, LLC 9
Resources Management Corp /ct/ /adv 9
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 9
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 9
USS Investment Management Ltd 9
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 9
Winton Diversified Opportunities Fund 9
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 9
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 9
Next Century Growth Investors Llc 9
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 9
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 9
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 9
Avion Wealth 9
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 9
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 9
Braun Stacey Associates Inc 9
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 9
YorkBridge Wealth Partners, LLC 9
General Motors Investment Management Corp 9
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 9
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 9
Truewealth Llc 9
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 9
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 9
Independent Portfolio Consultants, Inc. 9
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 9
Penn Capital Management Co Inc 9
Romano Brothers And Company 9
Balentine LLC 9
WR Wealth Planners, LLC 9
Northwest Investment Counselors, Llc 9
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 9
Resources Investment Advisors, LLC. 9
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 9
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
Capital Bank & Trust Co 9
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 9
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 9
Bb&t Investment Services, Inc. 9
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 9
Pendal Group Ltd 9
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 9
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 9
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 9
Sigma Planning Corp 9
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 9
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 9
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Gamco Investors, Inc. Et Al 9
Bailard, Inc. 9
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 9
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 9
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 9
New Age Alpha Advisors, LLC 9
SOUTH STATE Corp 9
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 9
Sachetta, LLC 9
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 9
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 9
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 9
Koch Industries Inc 9
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 9
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 9
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 9
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 9
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 9
Rice Hall James & Associates, Llc 9
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 9
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 9
Rotella Capital Management, Inc. 9
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 9
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 9
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 9
Royce Value Trust Inc 9
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 9
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 9
Investors Research Corp 9
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 9
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 9
Pnc Funds 9
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 9
Tompkins Financial Corp 9
Old Mutual Global Investors (UK) Ltd. 9
Marino, Stram & Associates Llc 9
Virginia Retirement System 9
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 9
Advisor Resource Council 9
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 9
Index Management Solutions, LLC 9
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 9
Marathon Trading Investment Management LLC 9
Neo Ivy Capital Management 9
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 9
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 9
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 9
Twin Peaks Wealth Advisors, LLC 9
Ossiam 9
Zurich Insurance Group Ltd/FI 9
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 9
Camarda Financial Advisors, LLC 9
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 9
SG Capital Management LLC 9
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 9
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 9
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 9
Avestar Capital, LLC 9
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 9
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 9
Harvest Group Wealth Management, Llc 9
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 9
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 9
Capital Analysts, Inc. 9
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 9
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 9
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 9
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 9
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 9
MBOVX - M FUND INC - M Large Cap Value Fund 9
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 9
Crewe Advisors LLC 9
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 9
Turner Investments, L.p. 9
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 9
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 9
FourThought Financial, LLC 9
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 9
Boston Advisors Llc 9
RBF Capital, LLC 9
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 9
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 9
Townsquare Capital Llc 9
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 9
Castleview Partners, Llc 9
Hl Financial Services Llc 9
TimesSquare Capital Management, LLC 9
Annis Gardner Whiting Capital Advisors, LLC 9
EverPoint Asset Management, LLC 9
Prospera Financial Services Inc 9
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods 9
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 9
LRI Investments, LLC 9
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 9
Knight Capital Group, Inc. 9
WealthPLAN Partners, LLC 9
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 9
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 9
Nvwm, Llc 9
MUFG Securities EMEA plc 9
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 9
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 9
Van Eck Associates Corp 9
Oppenheimer Quest For Value Funds 9
Cantab Capital Partners LLP 9
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 9
AGF Investments LLC 9
Strategic Wealth Partners, Ltd. 9
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 9
Procyon Private Wealth Partners, LLC 9
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 9
Oak Thistle LLC 9
Concord Wealth Partners 9
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 9
Vanguard Whitehall Funds 9
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 9
Golden State Equity Partners 9
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 9
Zeke Capital Advisors, Llc 9
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 9
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 9
Royal London Asset Management Ltd 9
USA Financial Portformulas Corp 9
Avalon Advisors, Llc 9
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 9
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 9
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 9
Tfs Capital Investment Trust 9
Bedel Financial Consulting, Inc. 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 9
Calton & Associates, Inc. 9
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 9
SOA Wealth Advisors, LLC. 9
Optimum Investment Advisors 9
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 9
Navellier & Associates Inc 9
Rydex Etf Trust 9
Profunds - Profund Vp Oil & Gas 9
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 9
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 9
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 9
TRUE Private Wealth Advisors 9
Clark Capital Management Group, Inc. 9
First Interstate Bank 9
Select Equity Group, L.P. 9
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 9
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 9
Oakworth Capital, Inc. 9
MML Series Investment Fund II - MML Equity Rotation Fund Class II 9
Profunds - Profund Vp Consumer Goods 9
ORG Partners LLC 9
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 9
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 9
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 9
Wunderlich Securities, Inc. 9
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 9
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 9
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 9
Key FInancial Inc 9
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF 9
Ropes Wealth Advisors Llc 9
JJJ Advisors Inc. 9
Sequoia Financial Advisors, LLC 9
Family Management Corp 9
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 9
URTH - iShares, Inc. - iShares MSCI World ETF 9
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 9
China Universal Asset Management Co., Ltd. 9
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 9
Tredje AP-fonden 9
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 9
SLPIX - Profunds - Small-cap Profund Investor Class 9
Brinker Capital Inc 9
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 9
CenterBook Partners LP 9
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 9
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 9
Wall Street Associates 9
Symmetry Partners, LLC 9
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 9
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 9
Twin Capital Management Inc 9
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 9
Sanctuary Wealth Advisors, LLC 9
Agf Management Ltd 9
BNP Paribas Investment Partners S.A. 9
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class 9
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 9
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 9
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 9
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 9
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 9
Capital Guardian Trust Co 9
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 9
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 9
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 9
Nissay Asset Management Corp /japan/ /adv 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
STXG - EA Series Trust - Strive 1000 Growth ETF 9
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 9
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 9
Adviser Investments LLC 9
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 9
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 9
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 9
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 9
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 9
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 9
Lee Financial Co 9
Coppell Advisory Solutions Corp. 9
Hallmark Capital Management Inc 8
Qtron Investments LLC 8
Comerica Securities,inc. 8
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 8
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 8
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 8
Column Capital Advisors, LLC 8
Empyrean Capital Partners, LP 8
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 8
Passport Capital, LLC 8
Lecap Asset Management Ltd 8
Global Wealth Management Investment Advisory, Inc. 8
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 8
Glazer Capital, Llc 8
Tygh Capital Management, Inc. 8
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 8
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 8
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 8
Rothschild Asset Management Inc 8
Columbia Wanger Asset Management Llc 8
Unigestion Holding SA 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 8
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 8
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 8
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 8
Gabelli Funds Llc 8
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 8
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 8
Mn Services Vermogensbeheer B.V. 8
Cambria Investment Management, L.P. 8
PointState Capital LP 8
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 8
Advisor Partners Llc 8
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 8
Guggenheim Strategic Opportunities Fund 8
Cookson Peirce & Co Inc 8
Placemark Investments, Inc. 8
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 8
Hotchkis & Wiley Capital Management Llc 8
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 8
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 8
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 8
Tradition Wealth Management, LLC 8
Gladius Capital Management LP 8
Capital One, National Association 8
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 8
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 8
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 8
Gardner Lewis Asset Management L P 8
ArrowMark Colorado Holdings LLC 8
Wakefield Asset Management LLLP 8
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 8
Regent Peak Wealth Advisors LLC 8
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 8
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 8
Eqis Capital Management, Inc. 8
Aptus Capital Advisors, LLC 8
Farringdon Capital, Ltd. 8
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 8
First Command Advisory Services, Inc. 8
Cambridge Trust Co 8
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 8
Verity Asset Management, Inc. 8
ISAM Funds (UK) Ltd 8
Mutual Advisors, LLC 8
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 8
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 8
Royal Fund Management, LLC 8
Nuveen Core Equity Alpha Fund 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 8
Tlp Group Llc 8
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 8
Laffer Investments 8
Archford Capital Strategies, LLC 8
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 8
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 8
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 8
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 8
Perella Weinberg Partners Capital Management LP 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 8
Veritable, L.P. 8
Invenomic Capital Management LP 8
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 8
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 8
Qci Asset Management Inc/ny 8
Gulf International Bank (UK) Ltd 8
Congress Asset Management Co /ma 8
Granite Investment Partners, LLC 8
Crestline Management, LP 8
Kovack Advisors, Inc. 8
Cigna Investments Inc /new 8
Colony Group Llc 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 8
Summit Global Investments 8
Bremer Trust National Association 8
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 8
Redwood Investment Management, Llc 8
QCM Cayman, Ltd. 8
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 8
Diker Management Llc 8
IFG Advisory, LLC 8
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 8
Arlington Partners LLC 8
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 8
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 8
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 8
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 8
Evolution Wealth Advisors, LLC 8
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 8
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 8
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 8
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 8
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 8
Stephens Consulting, LLC 8
IFM Investors Pty Ltd 8
E Fund Management Co., Ltd. 8
Essex Investment Management Co Llc 8
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 8
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 8
Arcadia Investment Management Corp/mi 8
Cerebellum GP, LLC 8
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 8
Associated Banc-corp 8
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 8
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 8
Carlson Capital L P 8
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 8
Fund 1 Investments, LLC 8
BI Asset Management Fondsmaeglerselskab A/S 8
Monarch Partners Asset Management LLC 8
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 8
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 8
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 8
Kentucky Retirement Systems 8
Raymond James Trust N.a. 8
Virtus ETF Advisers LLC 8
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 8
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 8
Moisand Fitzgerald Tamayo, LLC 8
Norinchukin Bank, The 8
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 8
Tiverton Asset Management Llc 8
NatWest Group plc 8
Enlightenment Research, LLC 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8
Rothschild Investment Corp /il 8
BBT Capital Management, LLC 8
Kehrs Ridge Capital,LLC 8
SevenBridge Financial Group, LLC 8
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 8
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 8
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 8
WealthTrust-Arizona, LLC 8
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 8
Meritage Portfolio Management 8
Westwood Holdings Group Inc 8
Trustcore Financial Services, Llc 8
Geneva Advisors, LLC 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 8
Colonial Trust Co / SC 8
Advisor Partners Ii, Llc 8
City Holding Co 8
Van Hulzen Asset Management, LLC 8
Sentry Investment Management Llc 8
Private Ocean, LLC 8
Advisory Alpha, LLC 8
Kelly Financial Services LLC 8
Delta Lloyd Nv 8
MYDA Advisors LLC 8
Pinnacle Bancorp, Inc. 8
Copper Rock Capital Partners, LLC 8
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 8
Allred Capital Management, LLC 8
Empirical Finance, LLC 8
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 8
Pinnacle Financial Partners Inc 8
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 8
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 8
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 8
Hudock, Inc. 8
Epoch Investment Partners, Inc. 8
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 8
1620 Investment Advisors, Inc. 8
Maple Securities Usa Inc 8
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 8
Etf Managers Group, Llc 8
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 8
Migdal Insurance & Financial Holdings Ltd. 8
Koshinski Asset Management, Inc. 8
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 8
Nuveen S&p 500 Dynamic Overwrite Fund 8
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 8
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 8
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 8
Whipplewood Advisors, LLC 8
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 8
Washington Trust Advisors, Inc. 8
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 8
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 8
Envestnet Portfolio Solutions, Inc. 8
Dana Investment Advisors, Inc. 8
Bayforest Capital Ltd 8
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 8
Gryphon Financial Partners LLC 8
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 8
Wedbush Securities Inc 8
Sumitomo Mitsui DS Asset Management Company, Ltd 8
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 8
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 8
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 8
Willingdon Wealth Management 8
HighMark Wealth Management LLC 8
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 8
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 8
BBVA USA Bancshares, Inc. 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 8
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 8
Fort Washington Investment Advisors Inc /oh/ 8
Levin Capital Strategies, L.p. 8
Franklin Street Advisors Inc /nc 8
Integrated Wealth Concepts LLC 8
Perigon Wealth Management, LLC 8
Kistler-Tiffany Companies, LLC 8
First Horizon Corp 8
Sanders Morris Harris Llc 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 8
TradeLink Global Equity LLC 8
Next Financial Holdings 8
T. Rowe Price Investment Management, Inc. 8
Baird Robert W & Co Inc /wi/ 8
Ceredex Value Advisors LLC 8
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 8
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 8
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 8
Peregrine Asset Advisers, Inc. 8
Atwood & Palmer Inc 8
Burney Co/ 8
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 8
Banco Bilbao Vizcaya Argentaria, S.a. 8
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 8
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 8
Baillie Gifford & Co 8
Telemus Capital, Llc 8
Retirement Planning Co of New England, Inc. 8
Quantedge Capital Pte Ltd 8
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 8
Alpha Windward Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 8
Wealthspire Advisors, LLC 8
Andra AP-fonden 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 8
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 8
Squar Milner Financial Services Llc 8
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 8
Oakbrook Investments Llc 8
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 8
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 8
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 8
Heartland Advisors Inc 8
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 8
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 8
Lombard Odier Asset Management (Switzerland) SA 8
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 8
Integrated Investment Consultants, LLC 8
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 8
RMB Capital Management, LLC 8
Forum Funds 8
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 8
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio 8
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 8
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 8
Moneta Group Investment Advisors Llc 8
Tyvor Capital LLC 8
Highstreet Asset Management Inc. 8
Shinko Asset Management Co., Ltd. 8
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 8
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 8
Rockefeller Financial Services Inc 8
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 8
Strategic Blueprint, LLC 8
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 8
Cupps Capital Management, LLC 8
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 8
CLARET ASSET MANAGEMENT Corp 8
Exane Derivatives 8
Semanteon Capital Management, LP 8
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 8
Herndon Capital Management Llc 8
Aberdeen Asset Management Plc/uk 8
Summit Partners Public Asset Management, Llc 8
Baystate Wealth Management LLC 8
Dynamic Capital Management Ltd 8
Prescott Group Capital Management, L.l.c. 8
Kaizen Advisory, Llc 8
Verdence Capital Advisors LLC 8
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 8
Palisade Capital Management Llc/nj 8
111 Capital 8
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 8
Capital Research Global Investors 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 8
Harbour Capital Advisors, LLC 8
Rakuten Securities, Inc. 8
Alera Investment Advisors, LLC 8
New England Securities Corp /MA/ 8
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 7
Veriti Management LLC 7
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 7
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 7
ULPIX - Profunds - Ultrabull Profund Investor Class 7
Johnson Investment Counsel Inc 7
Altus Wealth Group LLC 7
WealthStone, Inc. 7
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 7
Usca Ria Llc 7
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 7
Gateway Investment Advisers Llc 7
Securian Funds Trust - SFT Index 500 Fund Class 1 7
SummerHaven Investment Management, LLC 7
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 7
Interchange Capital Partners, LLC 7
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 7
Alpha DNA Investment Management LLC 7
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 7
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 7
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 7
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 7
Catapult Capital Management Llc 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 7
Solstein Capital, LLC 7
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 7
One Wealth Advisors, LLC 7
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 7
Diametric Capital, LP 7
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 7
Retirement Group, LLC 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
LUXE - Emles Trust - Emles Luxury Goods ETF 7
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 7
Clear Harbor Asset Management, LLC 7
Evercore Wealth Management, LLC 7
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 7
Banco de Sabadell, S.A 7
Shine Investment Advisory Services Inc 7
SkyView Investment Advisors, LLC 7
Caldwell Securities, Inc 7
Kingdon Capital Management, L.l.c. 7
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 7
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 7
Caxton Associates Llp 7
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 7
Personal Wealth Partners 7
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 7
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 7
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 7
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 7
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 7
New York Life Trust Co 7
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 7
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 7
AlphaMark Advisors, LLC 7
HighPoint Advisor Group LLC 7
Columbia Partners L L C Investment Management 7
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 7
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 7
Joel Isaacson & Co., LLC 7
Apriem Advisors 7
Advisors Preferred, LLC 7
Hennion & Walsh Asset Management, Inc. 7
Merit Financial Group, LLC 7
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 7
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 7
HYLD - Exchange Listed Funds Trust - High Yield ETF 7
Westport Resources Management Inc 7
Man Investments Ltd 7
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 7
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 7
Covenant Multifamily Offices, LLC 7
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 7
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 7
Cascade Investment Advisors, Inc. 7
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 7
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 7
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 7
Psagot Investment House Ltd. 7
Washington Capital Management Inc 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
PENN SERIES FUNDS INC - Index 500 Fund 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 7
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 7
NINE MASTS CAPITAL Ltd 7
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 7
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 7
Deerfield Management Company, L.p. (series C) 7
Kilter Group LLC 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
Gupta Wealth Management LLC 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 7
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 7
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 7
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 7
Grimes & Company, Inc. 7
Kepos Capital LP 7
Pinpoint Asset Management Ltd 7
DeDora Capital, Inc. 7
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 7
Spectrum Management Group, LLC 7
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 7
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 7
William Blair Investment Management, Llc 7
BLPIX - Profunds - Bull Profund Investor Class 7
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 7
STFGX - Advisers Investment Trust - State Farm Growth Fund 7
Dogwood Wealth Management LLC 7
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 7
Wetherby Asset Management Inc 7
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 7
VSTIX - VALIC Co I - Stock Index Fund 7
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 7
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 7
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7
Hennessy Advisors Inc 7
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 7
Cortina Asset Management, LLC 7
Paradigm Capital Management Inc/ny 7
Transamerica Partners Funds Group Ii 7
Carmichael Hill & Associates, Inc. 7
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 7
Wesbanco Bank Inc 7
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 7
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 7
Amplius Wealth Advisors, LLC 7
Impax Asset Management Group plc 7
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 7
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 7
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 7
GHP Investment Advisors, Inc. 7
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 7
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 7
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 7
Winch Advisory Services, LLC 7
Dixon Hughes Goodman Wealth Advisors LLC 7
Claraphi Advisory Network, LLC 7
Benjamin Edwards Inc 7
Westfield Capital Management Co Lp 7
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 7
Discovery Capital Management, Llc / Ct 7
Sit Investment Associates Inc 7
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 7
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 7
Northpointe Capital Llc 7
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 7
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 7
Red Tortoise LLC 7
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 7
Capital Investment Advisory Services, LLC 7
Archer Investment Corp 7
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 7
Leavell Investment Management, Inc. 7
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 7
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
Meridian Wealth Management, LLC 7
Maplelane Capital, Llc 7
1492 Capital Management LLC 7
Flinton Capital Management LLC 7
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 7
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 7
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 7
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 7
Tri-continental Corp 7
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 7
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 7
Brandes Investment Partners, Lp 7
Bray Capital Advisors 7
Delphia (USA) Inc. 7
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 7
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 7
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 7
Eisler Capital Management Ltd. 7
HB Wealth Management, LLC 7
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 7
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 7
Stonehage Fleming Financial Services Holdings Ltd 7
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 7
Raleigh Capital Management Inc. 7
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 7
Dai-Ichi Life Insurance Company, Ltd 7
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 7
Byrne Asset Management LLC 7
Cypress Capital Management LLC (WY) 7
Pine River Capital Management L.P. 7
Longfellow Investment Management Co Llc 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 7
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 7
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 7
Deltec Asset Management Llc 7
Simplicity Wealth,LLC 7
NOSIX - Northern Funds - Northern Stock Index Fund 7
Psagot Value Holdings Ltd. / (Israel) 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 7
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 7
Fortis Advisors, LLC 7
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 7
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 7
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
Polaris Wealth Advisory Group, LLC 7
Ajo, Lp 7
Strengthening Families & Communities, LLC 7
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 7
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 7
Vanguard Morgan Growth Fund 7
Polymer Capital Management (US) LLC 7
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 7
Symmetry Peak Management Llc 7
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
ACG Wealth 7
DSAM Partners (London) Ltd 7
WealthTrak Capital Management LLC 7
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 7
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 7
Easterly Investment Partners Llc 7
Blackstone Group Inc 7
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 7
Bp Plc 7
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 7
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 7
Atria Wealth Solutions, Inc. 7
Beacon Capital Management, LLC 7
Heritage Trust Co 7
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 7
Beaird Harris Wealth Management, LLC 7
Fortitude Advisory Group L.L.C. 7
Highland Capital Management, Llc 7
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 7
Logan Capital Management Inc 7
Vise Technologies, Inc. 7
PACIFIC SELECT FUND - Equity Index Portfolio Class I 7
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 7
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 7
Dynamic Technology Lab Pte Ltd 7
Pier Capital, LLC 7
DnB Asset Management AS 7
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 7
Crawford Investment Counsel Inc 7
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 7
Belvedere Trading LLC 7
Alpine Woods Capital Investors, Llc 7
First Midwest Bank Trust Division 7
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 7
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 7
VCULX - VALIC Co I - Growth Fund 7
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 7
EP Wealth Advisors, Inc. 7
Greenleaf Trust 7
Seeyond 7
Integrated Wealth Management 7
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 7
Transamerica Partners Funds Group 7
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 7
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 7
Leap Investments Lp 7
Legacy Advisors, LLC 7
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 7
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 7
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 7
Vantage Investment Advisors, LLC 7
Aristeia Capital Llc 7
Kestra Investment Management, LLC 7
CCMG - EA Series Trust - CCM Global Equity ETF 7
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 7
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 7
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 7
Winton Capital Management Ltd 7
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 7
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 7
Signet Financial Management, Llc 7
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 7
Kovitz Investment Group Partners, LLC 7
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 7
Cim Investment Mangement Inc 7
TCTC Holdings, LLC 7
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 7
True Signal Lp 7
Financial Counselors Inc 7
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 7
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 7
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 7
Price Wealth Management, Inc. 7
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 7
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 7
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 7
Front Row Advisors LLC 7
Glass Jacobson Investment Advisors llc 7
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 7
Bluefin Trading, LLC 7
Anfield Capital Management, LLC 7
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 7
SYSTM Wealth Solutions LLC 7
Barrow Hanley Mewhinney & Strauss Llc 7
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 7
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 7
HBK Sorce Advisory LLC 7
GeoWealth Management, LLC 7
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
Spdr S&p 500 Etf Trust 7
Hook Mill Capital Partners, LP 7
TrimTabs Asset Management, LLC 7
Park Place Capital Corp 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
PWS - Pacer Funds Trust - Pacer WealthShield ETF 7
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 7
Amerivest Investment Management LLC 7
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 7
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 7
Community Bank, N.A. 7
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 7
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 7
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 7
Wealthcare Capital Management Llc 7
Claymore Exchange-traded Fund Trust 7
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 7
PRW Wealth Management LLC 7
Pittenger & Anderson Inc 7
Bremer Bank National Association 7
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 7
Central Pacific Bank - Trust Division 7
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 7
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 7
STXV - EA Series Trust - Strive 1000 Value ETF 7
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 7
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 7
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 7
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 7
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 7
Boston Private Bank & Trust Co 7
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7
Skylands Capital, LLC 7
Family Firm, Inc. 7
MIK Capital, LP 7
Cornerstone Wealth Management, LLC 7
Folger Hill Asset Management LP 7
Hartford Series Fund Inc 7
Tortoise Investment Management, LLC 7
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 7
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 7
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 7
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 7
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 7
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 7
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 7
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 7
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 7
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 7
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 7
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 7
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 7
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 7
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 7
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 7
Profunds - Profund Vp Ultrabull 7
Profunds - Profund Vp Bull 7
National Pension Service 7
Highland Capital Management Lp 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 7
Landsberg, Bennett, & Dubbaneh LLC 7
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 7
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 7
Profunds - Profund Vp Large-cap Value 7
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 7
Fjarde Ap-fonden /fourth Swedish National Pension Fund 7
UniSuper Management Pty Ltd 7
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 7
Edge Wealth Management LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 7
Thurston, Springer, Miller, Herd & Titak, Inc. 7
FundVantage Trust - Verplanck Balanced Fund 7
Zebra Capital Management LLC 7
Junto Capital Management LP 7
Swedbank AB 7
Bronson Point Management LLC 7
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 7
Cape Investment Advisory, Inc. 7
Arlington Trust Co LLC 7
Capital Impact Advisors, LLC 7
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 7
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 7
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 7
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 7
Beck Bode, LLC 7
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 7
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 7
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 7
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 7
Ethic Inc. 7
LUXX - Listed Funds Trust - Roundhill S&P Global Luxury ETF 7
Northwest & Ethical Investments L.P. 7
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 7
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 7
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 7
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 7
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 7
Security National Trust Co 7
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 7
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 7
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 7
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 7
Apollon Wealth Management, LLC 7
Dean Investment Associates, Llc 7
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 7
Lenox Wealth Management, Inc. 7
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 7
Allstate Corp 7
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 7
DAVENPORT & Co LLC 7
Blackrock Corporate High Yield Fund, Inc. 7
Sun Life Financial Inc 7
Ogorek Anthony Joseph /ny/ /adv 7
Oppenheimer Variable Account Funds 7
E. Ohman J:or Asset Management AB 7
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 7
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 7
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 7
ClearAlpha Technologies LP 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 7
Principia Wealth Advisory, LLC 7
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 7
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 7
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 7
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 7
Jump Trading, LLC 7
Susquehanna Portfolio Strategies, LLC 7
Pinnacle Summer Investments, Inc. 7
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 7
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7
Peoples Financial Services Corp. 7
Worldquant Millennium Advisors Llc 7
Vanguard Horizon Funds 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 7
Pflug Koory, LLC 7
Dai-ichi Life Holdings, Inc. 7
Jackson Creek Investment Advisors LLC 7
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 7
Manatuck Hill Partners, LLC 7
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 7
LVPIX - Profunds - Large-cap Value Profund Investor Class 7
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 7
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 7
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 7
Institutional & Family Asset Management, Llc 7
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 7
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 7
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 7
tru Independence LLC 7
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
Kanaly Trust Co 7
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 7
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 7
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 7
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 7
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 7
NewSquare Capital LLC 7
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 7
Verus Capital Partners, Llc 7
Claro Advisors LLC 7
Duncker Streett & Co Inc 7
Schonfeld Group Holdings LLC 7
Vigilant Capital Management, LLC 7
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 7
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 7
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 7
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 7
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 7
JS Capital Management LLC 7
Brandywine Oak Private Wealth Llc 7
Clearline Capital LP 7
Partnervest Advisory Services LLC 7
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 7
SSO - PROSHARES TRUST - ProShares Ultra S&P500 7
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 7
L & S Advisors Inc 7
Regal Investment Advisors LLC 7
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 7
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 7
Addison Advisors LLC 7
Harvest Management Llc 7
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 7
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 7
Aspire Private Capital, LLC 7
Atlas Capital Advisors Llc 7
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 7
Destination Wealth Management 7
Kessler Investment Group, LLC 7
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 7
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 7
Liontrust Investment Partners LLP 7
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 7
Foresters Investment Management Company, Inc. 7
Calamos Wealth Management LLC 6
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 6
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 6
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 6
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 6
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 6
UMPIX - Profunds - Ultramid-cap Profund Investor Class 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 6
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 6
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 6
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 6
Ten Capital Wealth Advisors, LLC 6
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 6
Bluefin Capital Management, Llc 6
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 6
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 6
Bluestein R H & Co 6
American Funds Insurance Series 6
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 6
NOMIX - Northern Funds - Northern Mid Cap Index Fund 6
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 6
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 6
Fieldview Capital Management, LLC 6
Affinity Investment Advisors, Llc 6
St Germain D J Co Inc 6
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 6
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 6
Peapack Gladstone Financial Corp 6
DLD Asset Management, LP 6
MML Series Investment Fund II - MML Blend Fund Initial Class 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 6
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 6
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 6
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 6
Bell Rock Capital Llc 6
STXK - EA Series Trust - Strive Small-Cap ETF 6
Emerald Advisers, Llc 6
Jag Capital Management, Llc 6
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 6
First Allied Advisory Services, Inc. 6
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 6
EWG Elevate Inc. 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
Guardian Life Insurance Co Of America 6
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 6
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 6
Centerpoint Advisors, LLC 6
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 6
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 6
ARK Investment Management LLC 6
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 6
B. Metzler seel. Sohn & Co. AG 6
Mariner Investment Group Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 6
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 6
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 6
Horan Capital Advisors, LLC. 6
Ilmarinen Mutual Pension Insurance Co 6
Price Capital Management, Inc. 6
Hollencrest Capital Management 6
Syntax Advisors, Llc 6
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 6
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 6
Kentucky Retirement Systems Insurance Trust Fund 6
Zions Bancorporation, National Association /ut/ 6
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 6
Elk Creek Partners, LLC 6
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 6
Mitsubishi UFJ Securities Holdings Co., Ltd. 6
Stifel Nicolaus & Co Inc \mo\ 6
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 6
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 6
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 6
Park Avenue Institutional Advisers LLC 6
Lmcg Investments, Llc 6
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund 6
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 6
Confluence Wealth Services, Inc. 6
Amtrust Financial Services, Inc. 6
Ikos Cif Ltd 6
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 6
Vanguard Explorer Fund 6
Century Capital Management, LLC 6
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 6
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 6
Saturna Capital CORP 6
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 6
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 6
PGGM Investments 6
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 6
Spdr S&p Midcap 400 Etf Trust 6
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 6
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 6
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 6
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 6
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 6
Cassady Schiller Wealth Management, LLC 6
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 6
NorthCrest Asset Manangement, LLC 6
Rockbridge Investment Management, LCC 6
MLPIX - Profunds - Mid-cap Value Profund Investor Class 6
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 6
Chartwell Investment Partners/pa 6
Minichmacgregor Wealth Management, Llc 6
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 6
Orbitronix, LP 6
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 6
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 6
APBAX - Cavanal Hill Funds - Active Core Fund Investor 6
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 6
Ab Pooling Portfolios 6
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 6
Mizuho Securities Usa Llc 6
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 6
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 6
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 6
Advanced Series Trust - Ast Small-cap Value Portfolio 6
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 6
Profunds - Profund Vp Ultramid-cap 6
Impact Partnership Wealth, LLC 6
Harris Associates L P 6
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 6
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 6
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 6
Profunds - Profund Vp Large-cap Growth 6
Tema ETF Trust - Tema Luxury ETF 6
Aristides Capital LLC 6
Legato Capital Management LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 6
Granahan Investment Management Inc/ma 6
Cromwell Holdings LLC 6
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 6
Advent Claymore Convertible Securities & Income Fund 6
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 6
JT Stratford LLC 6
Atlantic Union Bankshares Corp 6
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 6
Tokio Marine Asset Management Co Ltd 6
Profunds - Profund Vp Small-cap Value 6
Trust Co Of Toledo Na /oh/ 6
Brant Point Investment Management Llc 6
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 6
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 6
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 6
SLIM - Janus Detroit Street Trust - The Obesity ETF 6
Profunds - Profund Vp Mid-cap Value 6
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 6
CNB Bank 6
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 6
Advance Capital I Inc 6
Stone House Investment Management, LLC 6
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 6
Claris Advisors, Llc / Mo / 6
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 6
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
BFIT - Global X Funds - Global X Health & Wellness Thematic ETF 6
MILN - Global X Funds - Global X Millennials Thematic ETF 6
Private Advisory Group LLC 6
Northwest Capital Management Inc 6
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 6
Personal Capital Advisors Corp 6
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 6
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 6
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 6
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 6
ACVF - ETF Opportunities Trust - American Conservative Values ETF 6
Mascoma Wealth Management LLC 6
Main Street Group, LTD 6
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 6
Iron Horse Wealth Management, LLC 6
First Command Financial Services, Inc. 6
Mizuho Asset Management Co.,Ltd. 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 6
First Command Bank 6
Chilton Capital Management Llc 6
Dearborn Partners Llc 6
Norway Savings Bank 6
Integrated Advisors Network LLC 6
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 6
REAP Financial Group, LLC 6
Signition Lp 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
Curi Wealth Management, LLC 6
Smith Asset Management Group Lp 6
J.w. Cole Advisors, Inc. 6
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 6
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 6
Zweig-DiMenna Associates LLC 6
Mark Sheptoff Financial Planning, Llc 6
Apertura Capital, LLC 6
First Bank & Trust 6
Tibra Equities Europe Ltd 6
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 6
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 6
Miles Capital, Inc. 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 6
Childress Capital Advisors, Llc 6
Abound Wealth Management 6
Salomon & Ludwin, LLC 6
Syon Capital Llc 6
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 6
Symmetry Investments LP 6
Trust Investment Advisors 6
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 6
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 6
IronBridge Capital Management LP 6
Qrg Capital Management, Inc. 6
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 6
Patten Group, Inc. 6
Rosenberg Matthew Hamilton 6
Altshuler Shaham Ltd 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 6
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 6
Spring Creek Capital Llc 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 6
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 6
Clearview Wealth Advisors LLC 6
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
Corient Capital Partners, LLC 6
Bellevue Asset Management, Llc 6
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 6
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 6
U.S. Capital Wealth Advisors, LLC 6
Meiji Yasuda Life Insurance Co 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 6
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 6
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 6
Bahl & Gaynor Inc 6
CG Asset Management LLC 6
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 6
Ibex Wealth Advisors 6
Wasatch Advisors Inc 6
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 6
Bowling Portfolio Management LLC 6
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 6
Exxonmobil Investment Management Inc /tx 6
Executive Wealth Management, LLC 6
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 6
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
Ashton Thomas Securities, Llc 6
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 6
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 6
Glg Llc 6
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 6
Arrowgrass Capital Partners (us) Lp 6
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 6
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 6
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 6
Jamison Private Wealth Management, Inc. 6
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 6
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 6
F&C Asset Management plc 6
L2 Asset Management, LLC 6
Lucus Advisors Llc 6
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 6
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 6
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 6
Carillon Tower Advisers, Inc. 6
Ballentine Partners, LLC 6
Ruggie Capital Group 6
Chicago Partners Investment Group LLC 6
Beacon Pointe Advisors, LLC 6
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 6
Gerber Kawasaki Wealth & Investment Management 6
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 6
Allen Investment Management LLC 6
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
Winfield Associates, Inc. 6
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 6
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 6
Lebenthal Asset Management, LLC 6
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 6
Quad Capital Management Advisors LLC 6
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 6
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 6
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 6
Sageworth Trust Co 6
Blackrock Debt Strategies Fund, Inc. 6
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 6
PKO Investment Management Joint-Stock Co 6
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 6
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 6
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 6
Turtle Creek Wealth Advisors, LLC 6
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 6
Rampart Investment Management Company, LLC 6
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 6
Yorktown Management & Research Co Inc 6
QUANTRES ASSET MANAGEMENT Ltd 6
Blackrock Ltd Duration Income Trust 6
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 6
TFG Advisers LLC 6
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 6
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 6
MDPIX - Profunds - Mid-cap Profund Investor Class 6
SVPIX - Profunds - Small-cap Value Profund Investor Class 6
Bellwether Investment Group, LLC 6
K.J. Harrison & Partners Inc 6
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 6
Delphi Management Inc /ma/ 6
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 6
Bbva Usa 6
Everett Harris & Co /ca/ 6
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 6
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 6
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 6
Caldwell & Orkin Inc 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 6
Alerus Financial Na 6
Gluskin Sheff & Assoc Inc 6
Strategic Global Advisors, LLC 6
Cfm Wealth Partners Llc 6
Tuscan Ridge Asset Management Llc 6
Laurel Wealth Advisors LLC 6
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 6
Hartford Financial Management Inc. 6
Northwest Financial Advisors 6
Soviero Asset Management, LP 6
Fort, L.p. 6
Vestmark Advisory Solutions, Inc. 6
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 6
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 6
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 6
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 6
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 6
Prentice Capital Management, LP 6
WMS Partners, LLC 6
AdvisorShares Investments LLC 6
Elo Mutual Pension Insurance Co 6
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 6
Accuvest Global Advisors 6
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 6
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 6
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 6
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 6
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 6
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 6
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 6
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 6
Amica Retiree Medical Trust 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 6
Sigma Capital Management Llc 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 6
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 6
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 6
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 6
Sheaff Brock Investment Advisors, LLC 6
Winslow Capital Management, LLC 6
Portolan Capital Management, LLC 6
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 6
Amica Mutual Insurance Co 6
Segantii Capital Management Ltd 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 6
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 6
Ausdal Financial Partners, Inc. 6
Ferris Capital, Llc 6
M&r Capital Management Inc 6
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 6
PENN SERIES FUNDS INC - Small Cap Value Fund 6
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 6
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 6
Genesee Valley Trust Co 6
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 6
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 6
Arrow Financial Corp 6
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 6
Clear Investment Research, Llc 6
Eudaimonia Partners, LLC 6
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 6
MARSHALL WACE ASIA Ltd 6
Coston, McIsaac & Partners 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 6
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 6
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 6
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 6
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 6
Donoghue Forlines LLC 6
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 6
Eastern Bank 6
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 6
VMIDX - VALIC Co I - Mid Cap Index Fund 6
Edge Advisors, Llc 6
Lone Pine Capital Llc 6
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 6
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 6
ICA Group Wealth Management, LLC 6
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 6
Millstone Evans Group, LLC 6
Baader Bank INC 6
180 Wealth Advisors, Llc 6
Concentric Capital Strategies, LP 6
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 6
Ramsey Quantitative Systems 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 6
Kb Financial Partners, Llc 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 6
Ridgeworth Funds 6
Plato Investment Management Ltd 6
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 6
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 6
Hazlett, Burt & Watson, Inc. 6
Park Avenue Securities Llc 6
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 6
Calamos Strategic Total Return Fund 6
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 6
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 6
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 6
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 6
RBB FUND, INC. - Adara Smaller Companies Fund 6
FormulaFolio Investments, LLC 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 6
WestEnd Advisors, LLC 6
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 6
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 6
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 6
Df Dent & Co Inc 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
Bruderman Asset Management, LLC 6
Parkwood LLC 6
Rs Variable Products Trust 6
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 6
Abich Financial Wealth Management LLC 6
CTC Alternative Strategies, Ltd. 6
Viking Global Investors Lp 6
Webster Bank, N. A. 6
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 6
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 6
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 6
Analytic Investors, LLC 6
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 6
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 6
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 6
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 6
Almanack Investment Partners, LLC. 6
Meiji Yasuda Asset Management Co Ltd. 6
NuWave Investment Management, LLC 6
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 6
U S Global Investors Inc 6
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 6
Impala Asset Management LLC 6
Osborn Rohs Williams & Donohoe Ltd 6
Robeco Schweiz AG 6
Gallacher Capital Management LLC 6
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 6
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 6
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 6
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 6
Fiduciary Alliance LLC 6
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 6
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 6
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 6
Oarsman Capital, Inc. 6
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
RFP Financial Group LLC 6
Americana Partners, LLC 6
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 6
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 6
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 6
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 6
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 6
Bks Advisors, Llc 6
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 6
Global X Funds 6
Nbt Bank N A /ny 6
RSSL - Global X Funds - Global X Russell 2000 ETF 6
Wealth Quarterback LLC 6
Transamerica Partners Portfolios 6
VitalStone Financial, LLC 6
Capital Growth Management Lp 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
Blume Capital Management, Inc. 6
Lighthouse Investment Partners, LLC 6
Weaver C. Barksdale & Associates, Inc. 6
S&t Bank/pa 6
Kavar Capital Partners, LLC 6
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 6
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 6
Mendota Financial Group, LLC 6
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 6
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
Mosaic Family Wealth, LLC 6
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 6
Sugarloaf Wealth Management, LLC 6
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 6
Bleakley Financial Group, LLC 6
Global Trust Asset Management, LLC 6
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 6
Oliver Lagore Vanvalin Investment Group 6
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 6
Apex Capital Management 6
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 6
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 6
Optas, LLC 6
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 6
American Trust 6
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 6
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 6
Conning Inc. 6
Roble, Belko & Company, Inc 6
Putnam Premier Income Trust 6
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 6
Intrinsic Edge Capital Management LLC 6
Lombard Odier Asset Management (Europe) Ltd 6
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 6
Suffolk Capital Management Llc 6
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 6
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 6
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 6
CBOE Vest Financial, LLC 6
Marathon Partners Equity Management, LLC 6
Daiwa Capital Markets America Inc. 6
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 6
Stormborn Capital Management, Llc 6
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 6
Rs Investment Trust 6
Blackrock Multi-sector Income Trust 6
Highlander Capital Management, LLC 6
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 6
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 6
Columbia Asset Management 6
Hilltop Holdings Inc. 6
Blue Bell Private Wealth Management, Llc 6
Alliancebernstein Global High Income Fund Inc 6
Tufton Capital Management 6
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 6
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 6
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 6
Platinum Investment Management Ltd 6
Intrust Bank Na 6
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 6
LGT Financial Advisors LLC 6
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 6
IWC - iSHARES TRUST - iShares Micro-Cap ETF 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 6
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 6
Kula Investments, LLC 6
Liberty All Star Growth Fund Inc. 6
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 6
Level Four Advisory Services, Llc 6
Pinnacle Associates Ltd 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Abn Amro Investment Solutions 6
Readystate Asset Management Lp 6
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 6
American National Bank 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 6
Forum Financial Management, LP 6
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 6
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 6
Woodson Capital Management, LP 6
Putnam Master Intermediate Income Trust 6
LGPIX - Profunds - Large-cap Growth Profund Investor Class 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 6
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 6
Boston Trust Walden Corp 6
Kestra Private Wealth Services, Llc 6
Evermay Wealth Management Llc 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 6
Quantessence Capital LLC 6
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6
Capitolis Advisors LLC 6
Qs Batterymarch Financial Management, Inc 6
Bamco Inc /ny/ 6
Moody Lynn & Lieberson, Llc 6
Brighton Jones Llc 6
Chilton Investment Co Llc 6
Fortaleza Asset Management Inc/ 6
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 6
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 5
Field & Main Bank 5
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 5
Gmt Capital Corp 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
Bridges Investment Management Inc 5
Gw Henssler & Associates Ltd 5
Cadian Capital Management, Lp 5
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 5
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 5
River & Mercantile Asset Management Llp 5
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 5
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 5
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 5
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 5
Jabre Capital Partners S.A. 5
Mik Capital Llc 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 5
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 5
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 5
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 5
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 5
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 5
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 5
Atalanta Sosnoff Capital, Llc 5
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 5
potrero capital research llc 5
Opera Trading Capital 5
361 Capital Llc 5
Towle & Co 5
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 5
Silicon Valley Capital Partners 5
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 5
Dorsey Wright & Associates 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
Atika Capital Management LLC 5
Pennsylvania Trust Co 5
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 5
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 5
TB Alternative Assets Ltd. 5
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 5
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 5
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 5
Morgan Dempsey Capital Management Llc 5
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 5
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 5
Marsico Capital Management Llc 5
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 5
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 5
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 5
Bragg Financial Advisors, Inc 5
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
Amica Pension Fund Board Of Trustees 5
D.C. Capital Advisors, Ltd 5
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 5
Six Circles Trust - Six Circles Global Bond Fund 5
Dorsal Capital Management, LLC 5
Meitav Dash Investments Ltd 5
VGLSX - VALIC Co I - Global Strategy Fund 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 5
New Amsterdam Partners Llc/ny 5
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 5
Euclid Advisors LLC 5
First National Bank Of Omaha 5
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 5
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 5
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 5
Wiley Bros.-aintree Capital, Llc 5
Endurance Wealth Management, Inc. 5
Lincoln National Corp 5
Cahill Financial Advisors Inc 5
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 5
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 5
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 5
Planned Solutions, Inc. 5
MU Investments Co., Ltd. 5
Founders Financial Alliance, LLC 5
Quest Investment Management Llc 5
Bnc Wealth Management, Llc 5
RPg Family Wealth Advisory, LLC 5
Ckw Financial Group 5
BlackRock Capital Allocation Trust 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
Six Circles Trust - Six Circles Credit Opportunities Fund 5
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 5
Edge Asset Management, Inc 5
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 5
Olstein Capital Management, L.P. 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
Cleararc Capital Inc 5
Avalon Global Asset Management LLC 5
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 5
Johnson Midwest Financial, LLC 5
Punch & Associates Investment Management, Inc. 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
Advanced Series Trust - Ast Advanced Strategies Portfolio 5
Wolff Wiese Magana Llc 5
Legacy Financial Group LLC 5
GoalVest Advisory LLC 5
Lingohr & Partner Asset Management GmbH 5
Otter Creek Advisors, LLC 5
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 5
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 5
High Note Wealth, LLC 5
Black Swift Group, LLC 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Future Financial Wealth Managment LLC 5
Grandeur Peak Global Advisors, LLC 5
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 5
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 5
Adirondack Research & Management Inc. 5
Aaron Wealth Advisors LLC 5
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 5
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 5
Spears Abacus Advisors LLC 5
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 5
Lloyds Banking Group plc 5
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 5
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 5
CWA Asset Management Group, LLC 5
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 5
Opal Wealth Advisors, LLC 5
Allegheny Financial Group LTD 5
Annapolis Financial Services, LLC 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 5
CoreFirst Bank & Trust 5
Stanley-Laman Group, Ltd. 5
Stephens Investment Management Group LLC 5
Railway Pension Investments Ltd 5
EMC Capital Management 5
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 5
Moody Aldrich Partners Llc 5
Montag & Caldwell, Llc 5
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 5
Guardian Investor Services Llc 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
B. Metzler seel. Sohn & Co. Holding AG 5
PartnerRe Asset Management CORP 5
BlueCrest Capital Management LLP 5
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 5
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 5
BTC Capital Management, Inc. 5
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 5
Nfj Investment Group, Llc 5
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 5
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 5
Sierra Capital LLC 5
Todd Asset Management Llc 5
Argent Trust Co 5
Capital Investment Advisors, LLC 5
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 5
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 5
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 5
Bank of New Hampshire 5
Crestwood Advisors Group LLC 5
Heritage Wealth Management, Llc 5
Harwood Advisory Group, LLC 5
Cornerstone Advisory, LLC 5
Coastal Capital Group, Inc. 5
Bank Of Nova Scotia Trust Co 5
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 5
Accurate Wealth Management, LLC 5
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 5
Peregrine Capital Management Llc 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 5
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 5
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 5
Smith Group Asset Management, LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 5
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 5
Alexandria Capital, LLC 5
Asset Planning Services, Ltd. 5
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 5
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 5
Canandaigua National Bank & Trust Co 5
Clean Yield Group 5
BOK Financial Private Wealth, Inc. 5
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 5
Radnor Capital Management, LLC 5
Opus Capital Group, LLC 5
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 5
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 5
Tiedemann Advisors, Llc 5
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 5
AMG National Trust Bank 5
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 5
McAdam, LLC 5
Glenview Trust Co 5
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 5
Buckingham Strategic Partners 5
Stonegate Investment Group, LLC 5
Metis Global Partners, LLC 5
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 5
Taika Capital, LP 5
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 5
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 5
Operose Advisors LLC 5
Coe Capital Management, LLC 5
CastleKnight Management LP 5
NMIEX - Northern Funds - Active M International Equity Fund 5
NOBOX - Northern Funds - Northern Bond Index Fund 5
Pzena Investment Management Llc 5
Tilia Fiduciary Partners, Inc. 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
Banco Santander, S.A. 5
Anson Funds Management LP 5
Point72 Europe (London) LLP 5
Mystic Asset Management, Inc. 5
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 5
Neuburgh Advisers LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 5
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 5
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 5
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 5
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Tdam Usa Inc. 5
Athena Capital Advisors Llc 5
Hanson & Doremus Investment Management 5
LGT Group Foundation 5
Omnia Family Wealth, LLC 5
Doyle Wealth Management 5
Ridgewood Investments LLC 5
Morse Asset Management, Inc 5
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 5
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 5
Global Financial Private Capital, LLC 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
Keeley-Teton Advisors, LLC 5
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 5
Basso Capital Management, L.p. 5
Aua Capital Management, Llc 5
Capital International Investors 5
Scarborough Advisors, LLC 5
Delta Lloyd Asset Management N.v. 5
WESPAC Advisors, LLC 5
Kalos Management, Inc. 5
Ahrens Investment Partners LLC 5
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 5
Timpani Capital Management LLC 5
MPS Loria Financial Planners, LLC 5
Bollard Group LLC 5
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 5
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 5
Citizens Business Bank 5
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 5
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 5
Mckinley Capital Management Llc /delaware 5
Voya Financial Advisors, Inc. 5
First Pacific Advisors, LP 5
Fidelis Capital Partners, LLC 5
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 5
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 5
Rainier Investment Management Mutual Funds 5
McGlone Suttner Wealth Management, Inc. 5
Tributary Capital Management, LLC 5
Eisler Capital (US) LLC 5
Monashee Investment Management LLC 5
Formidable Asset Management, LLC 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 5
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 5
Greenland Capital Management LP 5
Albion Financial Group /ut 5
Numerai GP LLC 5
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 5
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 5
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
CPSIX - Unified Series Trust - Fci Bond Fund 5
Diligent Investors, LLC 5
V-Square Quantitative Management LLC 5
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 5
Fifth Third Wealth Advisors LLC 5
Bath Savings Trust Co 5
McCarthy Grittinger Financial Group, LLC 5
Tucker Asset Management Llc 5
PFG Investments, LLC 5
Trust Department Mb Financial Bank N A 5
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 5
La Banque Postale Asset Management SA 5
Cramer Rosenthal Mcglynn Llc 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
New England Research & Management, Inc. 5
Bank Of The West 5
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 5
Nemes Rush Group LLC 5
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 5
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 5
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 5
Northeast Investment Management 5
Bourgeon Capital Management Llc 5
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 5
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 5
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 5
Bank Of Hawaii 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 5
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 5
Usaa Etf Trust 5
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 5
Dakota Wealth Management 5
Gierl Augustine Investment Management Inc 5
Financial Perspectives, Inc 5
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 5
CrestPoint Capital Management, LLC 5
Cribstone Capital Management, LLC 5
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 5
Horan Securities, Inc. 5
Blackrock Core Bond Trust 5
Mint Tower Capital Management B.V. 5
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 5
Gilliland Jeter Wealth Management LLC 5
TD Securities (USA) LLC 5
Cullinan Associates Inc 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 5
Curian Capital Llc 5
Gladstone Institutional Advisory LLC 5
Alpha Omega Wealth Management LLC 5
Wright Investors Service Inc 5
Caitlin John, LLC 5
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 5
Atticus Wealth Management, Llc 5
Bulltick Wealth Management, LLC 5
Groupama Asset Managment 5
Voisard Asset Management Group, Inc. 5
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 5
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 5
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 5
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 5
Pacifica Partners Inc. 5
Howard Wealth Management, Llc 5
Arrow Investment Advisors, LLC 5
First Financial Corp /in/ 5
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 5
WealthCollab, LLC 5
Senvest Management, LLC 5
Lighthouse Financial Advisors, Inc. 5
Quotient Investors, LLC 5
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 5
Mowery & Schoenfeld Wealth Management, LLC 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 5
Carnegie Capital Asset Management, LLC 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
BTG Pactual Global Asset Management Ltd 5
Quaker Wealth Management, LLC 5
Bank & Trust Co 5
Hoey Investments, Inc 5
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 5
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 5
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 5
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 5
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 5
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
Nuveen Nasdaq 100 Dynamic Overwrite Fund 5
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 5
Hood River Capital Management LLC 5
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 5
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 5
Alaska Permanent Fund Corp 5
Delta Asset Management Llc/tn 5
Camden Capital, LLC 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
Miracle Mile Advisors, LLC 5
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
Malaga Cove Capital, LLC 5
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 5
Venator Capital Management Ltd. 5
Horizon Kinetics LLC 5
Stonebridge Financial Group, LLC 5
Shapiro Robert N 5
BankPlus Trust Department 5
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 5
Manning & Napier Advisors Llc 5
Pinz Capital Management, LP 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
Resona Asset Management Co.,Ltd. 5
Integrated Quantitative Investments LLC 5
Caerus Global Investors LLC 5
Rossby Financial, LCC 5
Sheets Smith Wealth Management 5
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 5
Hcim Trust 5
PSI Advisors, LLC 5
Scout Funds 5
Orrstown Financial Services Inc 5
PharVision Advisers, LLC 5
Whitebox Mutual Funds 5
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 5
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 5
Park Square Financial Group, LLC 5
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 5
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 5
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 5
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 5
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 5
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 5
Trust For Advisor Solutions 5
CenturyLink Investment Management Co 5
Ccm Investment Group, Llc 5
Primecap Management Co/ca/ 5
John Hancock Hedged Equity & Income Fund 5
Binnacle Investments Inc 5
Cornerstone Capital Management Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 5
DORCHESTER WEALTH MANAGEMENT Co 5
Maseco Llp 5
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 5
Clarius Group, LLC 5
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 5
Jump Trading, Llc 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 5
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 5
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 5
Patton Fund Management, Inc. 5
Solaris Asset Management Llc 5
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 5
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 5
Ipswich Investment Management Co., Inc. 5
D'Orazio & Associates, Inc. 5
Central Bank & Trust Co 5
Beacon Capital Management, Inc. 5
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 5
Thor Advisors, Llc 5
Cypress Capital Group 5
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 5
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 5
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 5
Perkins Investment Management, LLC 5
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 5
Inscription Capital, LLC 5
Standard Life Investments LTD 5
MML Series Investment Fund II - MML Equity Fund Initial Class 5
Gerstein Fisher 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
Axiom International Investors Llc /de 5
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 5
Oppenheimer Global Multi-asset Growth Fund 5
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 5
Ascend Capital, Llc 5
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
Tuttle Tactical Management LLC 5
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 5
Pillar Pacific Capital Management Llc 5
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 5
Oppenheimer Discovery Mid Cap Growth Fund 5
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 5
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 5
WealthTrust Fairport, LLC 5
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 5
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 5
Whitebox Advisors Llc 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
Asahi Life Asset Management Co., Ltd. 5
NorthCoast Asset Management LLC 5
Cullen Capital Management, LLC 5
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 5
Dorsey & Whitney Trust CO LLC 5
Clough Global Equity Fund 5
Clough Global Dividend & Income Fund 5
Satuit Capital Management Trust 5
Sumitomo Life Insurance Co 5
Clough Global Opportunities Fund 5
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 5
Cornerstone Wealth Group, LLC 5
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 5
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 5
Calamos Global Dynamic Income Fund 5
Rokos Capital Management LLP 5
Calamos Convertible Opportunities & Income Fund 5
Calamos Convertible & High Income Fund 5
Calamos Dynamic Convertible & Income Fund 5
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 5
Sii Investments Inc/wi 5
Great Valley Advisor Group, Inc. 5
Roffman Miller Associates Inc /pa/ 5
Turner Funds 5
Argent Advisors, Inc. 5
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 5
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 5
Phocas Financial Corp. 5
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 5
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 5
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 5
Great Lakes Retirement, Inc. 5
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 5
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 5
MASTER BOND LLC - Master Total Return Portfolio 5
Princeton Global Asset Management LLC 5
Underlying Funds Trust 5
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 5
Monument Capital Management 5
Clarus Wealth Advisors 5
Independence Bank of Kentucky 5
Icon Wealth Partners, LLC 5
Centenus Global Management, Lp 5
Boston Financial Mangement Llc 5
Kiley Juergens Wealth Management, Llc 5
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 5
Deer Park Road Corp 5
Intact Investment Management Inc. 5
New Jersey Better Educational Savings Trust 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 5
Morningstar Investment Services LLC 5
NJ State Employees Deferred Compensation Plan 5
Certified Advisory Corp 5
Shepherd Kaplan Krochuk, Llc 5
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 5
Emerald Investment Partners, Llc 5
Human Investing LLC 5
Wealthbridge Capital Management, Llc 5
Elmwood Wealth Management, Inc. 5
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 5
Equitec Proprietary Markets, Llc 5
Change Path, LLC 5
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 5
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 5
Buckingham Strategic Wealth, Llc 5
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 5
Ashfield Capital Partners, LLC 5
Redpoint Investment Management Pty Ltd 5
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 5
McKinley Carter Wealth Services, Inc. 5
Girard Partners Ltd. 5
Capital Financial Planning, LLC 5
Dnca Finance 5
AIA Group Ltd 5
Investment Counselors Of Maryland Llc 5
Hgk Asset Management Inc 5
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 5
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 5
Premier Asset Management Llc 5
Camelot Portfolios, LLC 5
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 5
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 5
Connable Office Inc 5
Visionary Asset Management, Inc. 5
Nkcfo Llc 5
AIEQ - ETF Managers Trust - AI Powered Equity ETF 5
TD Capital Management LLC 5
Water Island Capital Llc 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 5
Barometer Capital Management Inc. 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 5
Profit Investment Management, LLC 4
STXM - EA Series Trust - Strive Mid-Cap ETF 4
Apex Capital, Llc 4
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 4
Sugar Maple Asset Management, LLC 4
LMR Master Fund Ltd 4
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 4
Glg Inc. 4
Liberty All Star Equity Fund 4
III Capital Management 4
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 4
Fulcrum Asset Management LLP 4
Redhawk Wealth Advisors, Inc. 4
Cypress Asset Management Inc/tx 4
Financial Enhancement Group LLC 4
IMS Capital Management 4
GlobalBridge, Inc. 4
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 4
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 4
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 4
Barnett & Company, Inc. 4
Advantage Advisers Xanthus Fund, L.l.c. 4
Miura Global Management, LLC 4
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 4
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 4
First National Corp /ma/ /adv 4
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 4
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 4
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 4
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 4
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 4
Jensen Investment Management Inc 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
Concurrent Investment Advisors, LLC 4
Three Peaks Capital Management, LLC 4
American Capital Advisory, LLC 4
Achievement Holdings L.P. 4
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 4
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 4
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 4
St. Johns Investment Management Company, LLC 4
Livelsberger Financial Advisory 4
Intrepid Capital Management Inc 4
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
Allianzgi Equity & Convertible Income Fund 4
Richardson Financial Services Inc. 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
Td Asset Management Usa Funds Inc. 4
Oppenheimer Global Multi Strategies Fund 4
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 4
Sharkey, Howes & Javer 4
Pineridge Advisors LLC 4
Perpetual Ltd 4
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 4
Horizon Kinetics Asset Management Llc 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
EPG Wealth Management LLC 4
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 4
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 4
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 4
Legion Partners Asset Management, LLC 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 4
Cca Investments Trust 4
Tobias Financial Advisors, Inc. 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 4
Insight Capital Research & Management Inc 4
SkyOak Wealth, LLC 4
Stuart Chaussee & Associates, Inc. 4
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 4
Perbak Capital Partners LLP 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
Sepio Capital, LP 4
Hyperion Capital Advisors LP 4
Foster Dykema Cabot & Partners, Llc 4
Planning Capital Management Corp 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
Old Second National Bank Of Aurora 4
SIH Partners, LLLP 4
Nachman Norwood & Parrott, Inc 4
Polymer Capital Management (HK) LTD 4
MBEQX - M FUND INC - M International Equity Fund 4
Ilex Capital Partners (UK) LLP 4
Financial Network Wealth Advisors LLC 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
Knowledge Leaders Capital, LLC 4
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 4
Clough Capital Partners L P 4
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 4
BKD Wealth Advisors, LLC 4
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 4
Hexavest Inc. 4
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 4
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 4
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 4
Tremblant Capital Group 4
Asio Capital, LLC 4
Wade G W & Inc 4
Optimal Asset Management, Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 4
Pictet & Cie (Europe) SA 4
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 4
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 4
Fielder Capital Group LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 4
Country Trust Bank 4
Unique Wealth Strategies, LLC 4
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 4
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 4
Pax World Management Llc 4
Bear Mountain Capital, Inc. 4
Emerald Mutual Fund Advisers Trust 4
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 4
B & T Capital Management DBA Alpha Capital Management 4
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 4
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 4
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 4
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 4
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 4
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 4
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 4
KLXY - Krane Shares Trust - KraneShares Global Luxury Index ETF 4
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 4
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 4
Stone Ridge Trust Iii 4
Cambiar Investors Llc 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 4
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 4
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 4
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 4
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 4
First Heartland Consultants, Inc. 4
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
Norden Group Llc 4
Howard Hughes Medical Institute 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
John Hancock Income Securities Trust 4
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 4
TrinityPoint Wealth, LLC 4
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
DecisionPoint Financial, LLC 4
Halpern Financial, Inc. 4
Voya Global Advantage & Premium Opportunity Fund 4
Dunhill Financial, LLC 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 4
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 4
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 4
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 4
PCJ Investment Counsel Ltd. 4
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 4
Dominick & Dominick LLC 4
Guardian Capital Lp 4
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 4
Cordasco Financial Network 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 4
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 4
Renaissance Group Llc 4
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 4
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 4
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 4
iA Global Asset Management Inc. 4
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
Cherry Tree Wealth Management, LLC 4
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 4
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 4
EA Series Trust 4
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 4
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 4
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 4
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 4
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 4
Capital Advisory Group Advisory Services, LLC 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
Profunds - Profund Vp Mid-cap Growth 4
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 4
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 4
Empower Advisory Group, LLC 4
Crawford Fund Management, LLC 4
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 4
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 4
CHICAGO TRUST Co NA 4
PCA Investment Advisory Services Inc. 4
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 4
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 4
Ofi Invest Asset Management 4
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 4
South Texas Money Management Ltd 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
Livingston Group Asset Management CO (operating as Southport Capital Management) 4
Adams Diversified Equity Fund, Inc. 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 4
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 4
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 4
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 4
Steadfast Capital Management Lp 4
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 4
Osterweis Capital Management Inc 4
Baron Wealth Management LLC 4
Keebeck Wealth Management, LLC 4
Symphony Financial, Ltd. Co. 4
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 4
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
Acrisure Capital Management, LLC 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
Two Roads Shared Trust - Hypatia Women CEO ETF 4
CT Financial Advisors LLC 4
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 4
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 4
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 4
Portman Square Capital LLP 4
Lakeview Capital Partners, LLC 4
Glenhill Advisors Llc 4
Ruedi Wealth Management, Inc. 4
Independence Capital Asset Partners, LLC 4
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 4
Simmons Bank 4
Center for Financial Planning, Inc. 4
Compass Wealth Management LLC 4
Linden Thomas Advisory Services, LLC 4
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 4
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 4
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 4
Mill Creek Capital Advisors, LLC 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 4
Nine27 Capital Management, LP 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 4
Parnassus Investments /ca 4
Palo Capital, Inc. 4
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 4
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
Moran Wealth Management, LLC 4
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 4
Krilogy Financial LLC 4
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 4
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
Private Bank & Trust Co 4
Wendell David Associates Inc 4
MD Financial Management Inc. 4
DC Investments Management, LLC 4
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 4
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 4
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 4
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 4
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 4
Redwood Wealth Management Group, LLC 4
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 4
Wells Fargo Global Dividend Opportunity Fund 4
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 4
Horizons Etf Trust I 4
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 4
Chapin Davis, Inc. 4
Parsons Capital Management Inc/ri 4
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 4
Patriot Investment Management Inc. 4
Southeast Asset Advisors Inc. 4
Vaughan Nelson Investment Management, L.p. 4
Hohimer Wealth Management, Llc 4
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 4
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 4
S.A. Mason LLC 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
Choate Investment Advisors 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 4
Arabesque Asset Management Ltd 4
Ardevora Asset Management LLP 4
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 4
Community Financial Services Group, LLC 4
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 4
XR Securities LLC 4
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 4
Arete Wealth Advisors, LLC 4
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 4
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 4
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 4
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 4
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 4
Jnl Series Trust - Jnl/s&p 4 Fund (a) 4
Six Columns Capital, Lp 4
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 4
Boston Common Asset Management, LLC 4
Woodmont Investment Counsel Llc 4
Deseret Mutual Benefit Administrators 4
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 4
Strategic Wealth Advisors Group, LLC 4
Green Square Capital Advisors Llc 4
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 4
Security National Bank 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF 4
Whitnell & Co. 4
Mesirow Institutional Investment Management, Inc. 4
Piermont Capital Management LLC 4
Czech National Bank 4
Hall Laurie J Trustee 4
Copeland Capital Management, LLC 4
Wilmington Trust Co 4
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 4
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 4
Mountain Capital Investment Advisors, Inc 4
Jackson Wealth Management, LLC 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
Ada Investment Management, LP 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 4
Phoenix Holdings Ltd. 4
RPG Investment Advisory, LLC 4
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 4
Axxcess Wealth Management, Llc 4
683 Capital Management, LLC 4
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 4
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 4
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 4
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 4
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 4
Haafor (Singapore) Pte. Ltd. 4
Altfest L J & Co Inc 4
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 4
40 North Management LLC 4
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 4
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 4
Keel Point, LLC 4
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 4
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 4
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 4
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 4
Emory University 4
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 4
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 4
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 4
Courier Capital Llc 4
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 4
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 4
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 4
Eaton Vance Ltd Duration Income Fund 4
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 4
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 4
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 4
Maryland Capital Management 4
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 4
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 4
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 4
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 4
Hawk Ridge Capital Management Lp 4
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 4
NorthRock Partners, LLC 4
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 4
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 4
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
Vantage Investment Partners, LLC 4
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 4
Charter Bridge Capital Management, L.P. 4
Northstar Asset Management Llc 4
Tiger Eye Capital LLC 4
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 4
Pacific Center for Financial Services 4
Householder Group Estate & Retirement Specialist, LLC 4
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 4
Roubaix Capital, LLC 4
Kelman-Lazarov, Inc. 4
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 4
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
Oliver Luxxe Assets LLC 4
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 4
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 4
CTRU - Ark ETF Trust - ARK Transparency ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 4
Telemetry Investments, L.L.C. 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
R&F Capital Advisors LP 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 4
KG&L Capital Management,LLC 4
V Wealth Advisors LLC 4
Pacific Ridge Capital Partners, LLC 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
Perritt Capital Management Inc 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 4
Tyler-Stone Wealth Management 4
Redwood Investments, LLC 4
EFG Asset Management (North America) Corp. 4
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 4
Rather & Kittrell, Inc. 4
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 4
NOLVX - Northern Funds - Northern Large Cap Value Fund 4
O'Shares Investment Advisers, LLC 4
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 4
Carroll Investors, Inc 4
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
Harvest Investment Services, LLC 4
Symons Capital Management Inc 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
NOIGX - Northern Funds - Northern International Equity Fund 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
Capital Income Builder 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 4
Gould Capital, LLC 4
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 4
Lodge Hill Capital, LLC 4
Sender Co & Partners, Inc. 4
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
Mane Global Capital Management Lp 4
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 4
CI Global Investments Inc. 4
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 4
Shaker Investments Llc/oh 4
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 4
New Millennium Group LLC 4
RHJ International SA 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
OPTIMAS CAPITAL Ltd 4
ICICI Prudential Asset Management Co Ltd 4
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 4
Graticule Asia Macro Advisors LLC 4
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 4
Industrial Alliance Investment Management Inc. 4
Kettle Hill Capital Management, Llc 4
Strategy Asset Managers Llc 4
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 4
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 4
Geduld E E 4
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 4
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 4
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 4
Oxbow Advisors, LLC 4
Alkeon Capital Management Llc 4
Henderson Global Funds 4
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 4
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 4
Brown Advisory Securities, LLC 4
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 4
Sandy Cove Advisors, LLC 4
Griffin Asset Management, Inc. 4
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 4
Congress Wealth Management LLC / DE / 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 4
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 4
Searle & Co. 4
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 4
True Bearing Asset Management LP 4
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 4
Astrantus Ltd 4
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 4
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
Shamrock Asset Management LLC 4
Desjardins Global Asset Management Inc. 4
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 4
Lake Point Wealth Management 4
Hirtle Callaghan & Co LLC 4
Estabrook Capital Management 4
American Trust Investment Advisors, LLC 4
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 4
Ionic Capital Management LLC 4
BSW Wealth Partners 4
Douglass Winthrop Advisors, LLC 4
Surevest, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 4
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 4
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 4
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 4
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 4
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 4
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 4
Baltimore-Washington Financial Advisors, Inc. 4
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 4
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 4
Alpha Cubed Investments, LLC 4
Biltmore Capital Advisors LLC 4
RGT Wealth Advisors, LLC 4
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 4
Ativo Capital Management LLC 4
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 4
Guyasuta Investment Advisors Inc 4
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 4
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 4
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 4
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 4
ARGA Investment Management, LP 4
Concert Wealth Management Inc. 4
First Eagle Investment Management, LLC 4
Edmond de Rothschild (Europe) 4
Cognios Capital, LLC 4
Motley Fool Asset Management LLC 4
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 4
PENN SERIES FUNDS INC - Smid Cap Value Fund 4
Mork Capital Management, LLC 4
Seizert Capital Partners, Llc 4
Ford Financial Group, LLC 4
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 4
Platte River Capital LLC 4
Quantum Capital Management 4
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 4
Wilmington Funds Management Corp 4
Edmond De Rothschild (suisse) S.a. 4
Pergamon Offshore Advisors, L.P. 4
Stone Toro Investment Advisers, LP 4
PENN SERIES FUNDS INC - Smid Cap Growth Fund 4
Southpoint Capital Advisors LP 4
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 4
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 4
Oak Asset Management, LLC 4
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 4
Exencial Wealth Advisors, Llc 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
First Niagara Bank 4
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
SRS Investment Management, LLC 4
VVMCX - VALIC Co I - Mid Cap Value Fund 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
Delphi Private Advisors LLC 4
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 4
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 4
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 4
Millrace Asset Group, Inc. 4
Jackson, Grant Investment Advisers, Inc. 4
Summit Financial, LLC 4
Pt Asset Management, Llc 4
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
Cooper/haims Advisors, Llc 4
Biondo Investment Advisors, LLC 4
Old North State Trust, LLC 4
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 4
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 4
Adirondack Trust Co 4
Carderock Capital Management Inc 4
Koss-Olinger Consulting, LLC 4
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
NewEdge Wealth, LLC 4
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 4
AXS Investments LLC 4
SRB Corp 4
Providence Capital Advisors, LLC 4
6 Meridian 4
MANA Advisors LLC 4
Tiger Management L.l.c. 4
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
Private Capital Advisors, Inc. 4
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 4
Covenant Partners, LLC 4
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 4
Gratia Capital, Llc 4
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 4
Clarfeld Financial Advisors, Llc 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
Legg Mason Investment Counsel, LLC 4
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
Systematic Alpha Investments, LLC 4
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 4
Investors Asset Management Of Georgia Inc /ga/ /adv 4
VAMGX - VALIC Co II - Mid Cap Growth Fund 4
Mercer Capital Advisers, Inc. 4
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 4
Legacy Wealth Asset Management, LLC 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 4
Lake Street Advisors Group, Llc 4
Robbins Farley Llc 4
Balter Liquid Alternatives, LLC 4
Manchester Financial Inc 4
Pfs Investments Inc. 4
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 4
VSR Financial Services, Inc. 4
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 4
Catamount Wealth Management 4
CPG Cooper Square International Equity, LLC 4
Woodard & Co Asset Management Group Inc /adv 4
Brasada Capital Management, Lp 4
Wunderlich Capital Managemnt 4
Muzinich & Co., Inc. 4
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 4
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 4
Re Advisers Corp 4
AMF Pensionsforsakring AB 4
Kowal Investment Group, LLC 4
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 4
Blue Arrow Capital Management Llc 4
Pembroke Management, LTD 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 4
Virtue Capital Management, LLC 4
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 4
Standard Family Office LLC 4
Indices-Pac Research Corp. 4
Lederer & Associates Investment Counsel/ca 4
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 4
Ritter Daniher Financial Advisory, Llc 4
Hoover Financial Advisors, Inc. 4
Pin Oak Investment Advisors Inc 4
True Link Financial Advisors, LLC 4
Wagner Wealth Management, Llc 4
D.B. Root & Company, LLC 4
Chase Investment Counsel Corp 4
CastleArk Alternatives, LLC 4
Western Wealth Management, LLC 4
Mcdonald Partners Llc 4
Sarasin & Partners LLP 4
Verdad Advisers, LP 4
Thompson Investment Management, Inc. 4
Connacht Asset Management LP 4
Ivory Investment Management, Llc 4
Cartenna Capital, LP 4
Dividend Asset Capital, Llc 4
Charter Oak Capital Management, LLC 4
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 4
Mach-1 Financial Group, Inc. 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Valmark Advisers, Inc. 4
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 4
Sumit Capital, Llc 4
Longitude (Cayman) Ltd. 4
IAG Wealth Partners, LLC 4
Burleson & Company, LLC 4
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 4
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 4
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 4
Banco BTG Pactual S.A. 4
Eminence Capital, Lp 4
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 4
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 4
Fayez Sarofim & Co 4
RWM Asset Management, LLC 4
W.G. Shaheen & Associates DBA Whitney & Co 4
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 4
Gyl Financial Synergies, Llc 4
Ninety One UK Ltd 4
Segment Wealth Management, LLC 4
F3Logic, LLC 4
Somerset Group LLC 4
San Luis Wealth Advisors LLC 4
Kesler, Norman & Wride, LLC 4
Needham Investment Management Llc 4
Vanguard Windsor Funds 4
Newfound Research LLC 4
West Branch Capital LLC 4
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 4
Bellwether Advisors, LLC 4
McClarren Financial Advisors, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 4
1st Source Bank 4
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 4
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 4
Silvant Capital Management LLC 4
Brave Asset Management Inc 4
Smithwood Advisers, L.P. 4
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 4
Jackson Square Capital, Llc 4
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 4
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 4
Trillium Asset Management, Llc 4
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 4
IMA Wealth, Inc. 4
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 4
Physicians Financial Services, Inc. 4
HWG Holdings LP 4
Klingman & Associates, LLC 4
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 4
Total Clarity Wealth Management, Inc. 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
Quad-Cities Investment Group, LLC 4
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 4
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 4
Howard Capital Management Inc. 4
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
Allegis Investment Advisors, LLC 4
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 4
Chesapeake Wealth Management 4
Ally Financial Inc. 4
Highland Capital Management Fund Advisors, L.p. 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
Cynosure Advisors, Llc 4
Greenline Partners, LLC 4
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 4
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 4
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 4
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 4
AlphaCore Capital LLC 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 4
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 4
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 4
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 4
Birinyi Associates Inc 4
River Wealth Advisors LLC 4
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
Capital International Inc /ca/ 4
Brand Asset Management Group, Inc. 4
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 4
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4
Eubel Brady & Suttman Asset Management Inc 4
VisionPoint Advisory Group, LLC 4
Prentiss Smith & Co Inc 4
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 4
First Pacific Financial 4
Sycomore Asset Management 4
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 4
Kernodle & Katon Asset Management Group, LLC 4
Avitas Wealth Management LLC 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 4
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 4
Nations Financial Group Inc, /ia/ /adv 4
Tennessee Valley Asset Management Partners 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
Wealthsource Partners, Llc 4
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 4
Cutter & CO Brokerage, Inc. 4
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 4
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 4
FUKOKU MUTUAL LIFE INSURANCE Co 4
Wbh Advisory Inc 4
D L Carlson Investment Group Inc 4
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 4
Cna Financial Corp 4
1 North Wealth Services Llc 4
Selective Wealth Management, Inc. 4
Monte Financial Group, LLC 4
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 4
Private Wealth Asset Management, LLC 4
Rakuten Investment Management, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 4
Matarin Capital Management, LLC 4
Cim, Llc 4
Integre Asset Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 4
MJT & Associates Financial Advisory Group, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 4
Argentus Capital Management, LLC 4
NWK Group, Inc. 4
Ostrum Asset Management 4
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 4
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 4
Stancorp Investment Advisers Inc 4
Lansforsakringar Fondforvaltning AB (publ) 4
Guggenheim Equal Weight Enhanced Equity Income Fund 4
Consolidated Planning Corp 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 4
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
FDO Partners, LLC 4
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 4
GM Advisory Group, Inc. 4
B. Riley Financial, Inc. 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 4
Bel Air Investment Advisors Llc 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
Credential Qtrade Securities Inc. 4
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 4
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 4
Banque Transatlantique SA 4
Friedenthal Financial 4
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 4
Sig Brokerage, Lp 4
Chelsea Counsel Co 4
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 4
Dodge & Cox 4
Midwest Trust Co 4
Susquehanna International Securities, Ltd. 4
Forsta Ap-fonden 4
Winnow Wealth Llc 4
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 4
Sentinel Asset Management, Inc. 4
Forte Capital Llc /adv 4
Optimize Financial Inc 4
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 4
Glenmede Investment Management, LP 4
Kathmere Capital Management, LLC 4
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 4
Provenance Wealth Advisors, LLC 4
Iberiabank Corp 4
Geneva Capital Management Llc 4
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 4
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 4
Munder Series Trust 4
Kiker Wealth Management, LLC 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 4
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 4
Hughes Financial Services, LLC 4
Honeywell International Inc 4
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 4
Cumberland Partners Ltd 4
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 4
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 4
Berkley W R Corp 4
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 4
Ziegler Capital Management, LLC 4
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 4
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 4
Bulldog Investors, LLP 4
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 4
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 4
Fiduciary Trust Co 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Meritage Group LP 4
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 4
Bank of Jackson Hole Trust 4
Personal Cfo Solutions, Llc 4
Abc Arbitrage Sa 4
AIA Investment Management Private Ltd 4
Silphium Asset Management Ltd 4
Ambassador Advisors, LLC 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 4
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 4
Institute for Wealth Management, LLC. 4
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 4
Consolidated Investment Group LLC 4
Dean Capital Management 4
Decatur Capital Management, Inc. 4
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 4
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 4
Dynamic Advisor Solutions LLC 4
Kera Capital Partners, Inc. 4
Miller Howard Investments Inc /ny 4
Himco Variable Insurance Trust 4
Rs Investment Management Co Llc 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 4
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 4
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 4
Watson Rebecca 4
Islay Capital Management, Llc 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 4
Jackson Square Partners, LLC 4
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 4
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 4
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 4
Global Thematic Partners, LLC 4
Saiers Capital, LLC 4
West Bancorporation Inc 4
NIXT - EA Series Trust - Research Affiliates Deletions ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 4
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 4
First Business Financial Services, Inc. 4
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 4
Leonard Green & Partners, L.P. 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
Highline Wealth Partners Llc 4
GFG Capital, LLC 4
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 4
Lowe Wealth Advisors, LLC 4
Fruth Investment Management 4
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 4
Syntal Capital Partners, LLC 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 4
Paragon Capital Management Inc 4
Vectors Research Management, LLC 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 4
Intrua Financial, LLC 4
Aviso Financial Inc. 4
Godsey & Gibb Associates 4
Carolina Wealth Advisors, LLC 4
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 4
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 4
World Equity Group, Inc. 4
Brown, Lisle/cummings, Inc. 4
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
Zuckerman Investment Group, LLC 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 3
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
Fernwood Investment Management, LLC 3
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 3
Argus Investors' Counsel, Inc. 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
Haberer Registered Investment Advisor Inc 3
Aristotle Capital Management, LLC 3
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 3
Valentine Capital Asset Management, Inc. 3
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 3
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 3
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Motif New Age Consumer ETF 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
PARK CIRCLE Co 3
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 3
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 3
VCBCX - VALIC Co I - Blue Chip Growth Fund 3
Snow Capital Management Lp 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
VCSMX - VALIC Co I - Small Cap Fund 3
SCS Capital Management LLC 3
Fosun International Ltd 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 3
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 3
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 3
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 3
Newtyn Management, LLC 3
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 3
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 3
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
Perpetual Investment Management Ltd 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 3
WESPAC Advisors SoCal, LLC 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 3
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 3
Kohlberg Kravis Roberts & Co. L.P. 3
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 3
Rowland & Co Investment Counsel/adv 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
Laurel Wealth Advisors, Inc. 3
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 3
Forward Management, LLC 3
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 3
Handelsinvest Investeringsforvaltning 3
Pentwater Capital Management LP 3
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 3
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 3
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 3
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 3
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 3
Trust Asset Management LLC 3
Aviance Capital Management, Llc 3
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 3
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 3
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 3
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 3
Cedar Mountain Advisors, LLC 3
Marotta Asset Management 3
Samalin Investment Counsel, LLC 3
Leelyn Smith, LLC 3
ICW Investment Advisors LLC 3
Steel Peak Wealth Management LLC 3
Schooner Investment Group, LLC. 3
Exane Asset Management 3
ESL Trust Services, LLC 3
Atlas Private Wealth Management 3
NAN FUNG TRINITY (HK) Ltd 3
Li Winifred I 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
1776 Wealth LLC 3
Lloyd Advisory Services, LLC. 3
Adams Wealth Management 3
CQS Cayman LP 3
Wrapmanager Inc 3
Marcum Wealth, LLC 3
Menard Financial Group LLC 3
Game Plan Financial Advisors, LLC 3
Investment Research & Advisory Group, Inc. 3
Tiger Consumer Management, Lp 3
Xtx Markets Llc 3
Warberg Asset Management LLC 3
Ballast Advisors Llc 3
Resonant Capital Advisors, LLC 3
Bullseye Asset Management LLC 3
Transcend Wealth Collective, Llc 3
New Vernon Capital Holdings II LLC 3
FSA Wealth Management LLC 3
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 3
Roundview Capital LLC 3
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 3
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 3
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 3
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 3
Qualcomm Inc/de 3
Filbrandt Wealth Management, LLC 3
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
Calamos Long/Short Equity & Dynamic Income Trust 3
Kalmar Investments Inc /de/ 3
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 3
Graypoint LLC 3
Galaxy Capital Trading Ltd 3
Connor Clark & Lunn Investment Management Ltd 3
J. W. Coons Advisors, LLC 3
Veracity Capital LLC 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
Guardian Capital Advisors Lp 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
Pinkerton Retirement Specialists, LLC 3
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 3
Cooke & Bieler Lp 3
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 3
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 3
Cypress Funds Llc 3
Hitchwood Capital Management LP 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 3
Buckhead Capital Management Llc 3
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 3
Scion Asset Management, LLC 3
Moon Capital Management Lp 3
HRS Investment Holdings, LLC 3
Piper Sandler & Co. 3
Diamond Hill Capital Management Inc 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
Clearbridge, Llc 3
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 3
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 3
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 3
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 3
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 3
Kelly Lawrence W & Associates Inc/ca 3
Avidian Wealth Solutions, LLC 3
Kemnay Advisory Services Inc. 3
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 3
ZPR Investment Management 3
Sunflower Bank, N.A. 3
Northwestern Mutual Investment Services Llc 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
Polaris Capital Management, LLC 3
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 3
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 3
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 3
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 3
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 3
RBB FUND, INC. - Aquarius International Fund 3
EMS Capital LP 3
Credo Capital Management, LLC 3
Pagoda Asset Management, LP 3
Ratan Capital Management LP 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 3
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 3
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 3
Thrax Management, LLC 3
Baltimore-Washington Financial Advisors Inc. 3
United Fire Group Inc 3
Advocacy Wealth Management Services, LLC 3
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 3
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 3
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 3
Strategic Capital Alternatives LLC 3
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 3
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 3
Connors Investor Services Inc 3
Axiom Investment Management LLC 3
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 3
CapWealth Advisors, LLC 3
aeris Capital Holding GmbH 3
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 3
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 3
Northstar Advisory Group, LLC 3
Sage Mountain Advisors LLC 3
Payden & Rygel 3
Channing Capital Management, LLC 3
Accel Wealth Management 3
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 3
Ingalls & Snyder Llc 3
Marshall Financial Group LLC 3
Arbiter Partners Capital Management LLC 3
Philadelphia Trust Co 3
TriaGen Wealth Management LLC 3
West Financial Advisors, LLC 3
M. Kulyk & Associates, LLC 3
Mizuho Markets Americas Llc 3
Southport Management, L.l.c. 3
ICONIQ Capital, LLC 3
Fusion Investment Group, LLC 3
Oder Investment Management, LLC 3
Pacific Global Investment Management Co 3
Rosenblum Silverman Sutton S F Inc /ca 3
Privium Fund Management (UK) Ltd 3
Lebenthal Global Advisors, LLC 3
qPULA Trading Management LP 3
Inspire Advisors, LLC 3
Resolute Advisors LLC 3
Hoese & Co LLP 3
Exos Asset Management LLC 3
F/M Investments LLC 3
Tri Locum Partners LP 3
Ghisallo Capital Management LLC 3
Investment Management Corp of Ontario 3
Carmignac Gestion 3
Safeguard Investment Advisory Group, LLC 3
Kozak & Associates, Inc. 3
Orion Capital Management LLC 3
City National Bank 3
Mariner Wealth Advisors-NYC, LLC 3
Sage Private Wealth Group, Llc 3
Loeb Offshore Management LP 3
Encompass Wealth Advisors, Llc 3
Tru Independence Asset Management 2, Llc 3
Aurora Investment Counsel 3
Baron Silver Stevens Financial Advisors, Llc 3
Alpine Partners USVI, LLC 3
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 3
Gary Goldberg Planning Services Inc 3
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF 3
Pacific Heights Asset Management Llc 3
Oak Ridge Investments Llc 3
McAdams Wright Ragen, Inc. 3
Banyan Partners, LLC 3
Fishman Jay A Ltd/mi 3
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 3
Bradley & Co. Private Wealth Management, LLC 3
Siphron Capital Management /ca/ 3
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 3
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Telluride Asset Management LLC 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
Y.D. More Investments Ltd 3
Siemens Fonds Invest GmbH 3
Sageworth Trust Co of South Dakota 3
Pinnacle Wealth Advisors 3
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 3
Putnam ETF Trust - Putnam Sustainable Future ETF - 3
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
Nuveen Fund Advisors, LLC 3
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 3
Delos Wealth Advisors, LLC 3
Eisler Capital (UK) Ltd. 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 3
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 3
Wilmington Trust Investment Management, LLC 3
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 3
Brown Capital Management Llc 3
Jarislowsky, Fraser Ltd 3
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 3
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 3
Pettyjohn, Wood & White, Inc 3
Stux Capital Management, LLC 3
Holderness Investments Co 3
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 3
HMS Capital Management, LLC 3
O'Brien Wealth Partners LLC 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
Studio Investment Management Llc 3
StoneX Group Inc. 3
Clearwater Capital Advisors, LLC 3
Badgley Phelps Wealth Managers, LLC 3
AustralianSuper Pty Ltd 3
Bnp Paribas 3
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 3
Teton Westwood Funds 3
Wedmont Private Capital 3
Clear Street Llc 3
Virginia Wealth Management Group, Inc. 3
Chiron Investment Management, LLC 3
1060 Capital, LLC 3
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 3
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 3
Kohmann Bosshard Financial Services, LLC 3
Maxi Investments CY Ltd 3
Farmers & Merchants Trust Co of Chambersburg PA 3
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 3
Wayfinding Financial, LLC 3
DGS Capital Management, LLC 3
Widmann Financial Services, Inc. 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Carmel Capital Partners, LLC 3
Northwest Wealth Management, Llc 3
Zenyatta Capital Management LP 3
Missouri Trust & Investment Co 3
Elgethun Capital Management 3
Fsb Premier Wealth Management, Inc. 3
Norwood Financial Corp 3
Perennial Advisors, LLC 3
Ameliora Wealth Management Ltd. 3
Evolution Advisers, Inc. 3
Privium Fund Management B.V. 3
Polianta Ltd 3
Prosperity Consulting Group, LLC 3
Financial Advisors Network, Inc. 3
Henrickson Nauta Wealth Advisors, Inc. 3
Investors Capital Advisory Services 3
Covenant Asset Management, LLC 3
Cpwm, Llc 3
Financial Connections Group, Inc. 3
Manhattan West Asset Management, LLC 3
Good Life Advisors, LLC 3
Capricorn Fund Managers Ltd 3
Bradley Foster & Sargent Inc/ct 3
Total Investment Management Inc 3
Mbb Public Markets I Llc 3
Van Berkom & Associates Inc. 3
Western Pacific Wealth Management, LP 3
Virtus Alternative Investment Advisers, Inc. 3
Blenheim Capital Management, BV 3
Wahed Invest LLC 3
Sumitomo Mitsui Financial Group, Inc. 3
RB Capital Management, LLC 3
Mitchell Capital Management Co 3
First Community Trust Na 3
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 3
Hudson Way Capital Management LLC 3
G2 Investment Partners Management LLC 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 3
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 3
Castle Hook Partners LP 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
Clark Estates Inc/ny 3
City State Bank 3
Worth Venture Partners, LLC 3
Shepherd Financial Partners LLC 3
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 3
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 3
Bridgeworth, LLC 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 3
GSB Wealth Management, LLC 3
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 3
Capital World Growth & Income Fund 3
New Perspective Fund 3
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 3
High Net Worth Advisory Group LLC 3
Israel Discount Bank Of New York /gfn 3
Wsfs Capital Management, Llc 3
My Personal CFO, LLC 3
Provence Wealth Management Group 3
Context Capital Management, LLC 3
Empirical Asset Management, LLC 3
Leeward Investments, LLC - MA 3
Lansing Street Advisors 3
Cladis Investment Advisory, LLC 3
Fund Management at Engine No. 1 LLC 3
EHP Funds Inc. 3
Range Financial Group LLC 3
Founders Capital Management 3
Sterling Investment Advisors, Ltd. 3
Clear Perspective Advisors, LLC 3
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 3
Blue Sky Asset Management, LLC 3
Bfsg, Llc 3
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 3
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 3
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 3
Busey Wealth Management 3
Tengram Capital Partners Gen2fund, Lp 3
Crescent Grove Advisors, LLC 3
Ritter Daniher Financial Advisory LLC / DE 3
Azimuth Capital Investment Management LLC 3
AlphaStar Capital Management, LLC 3
Abbot Financial Management, Inc. 3
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 3
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 3
Mesirow Financial Investment Management, Inc. 3
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 3
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 3
Schechter Investment Advisors, LLC 3
Close Asset Management Ltd 3
Sompo Japan Nipponkoa Asset Management Co.,ltd. 3
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 3
STRV - EA Series Trust - Strive 500 ETF 3
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
Europacific Growth Fund 3
Armstrong Advisory Group, Inc 3
Unison Advisors LLC 3
Tower View Investment Management & Research LLC 3
Townsend & Associates, Inc 3
Cyndeo Wealth Partners, LLC 3
Cidel Asset Management Inc 3
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 3
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 3
Northern Financial Advisors Inc 3
Ballew Advisors, Inc 3
Allegiance Financial Group Advisory Services LLC 3
Richard W. Paul & Associates, LLC 3
Team Hewins, LLC 3
New Hampshire Trust 3
Koesten, Hirschmann & Crabtree, INC. 3
Aspen Grove Capital, LLC 3
Fortis Capital Advisors, LLC 3
Nippon Life Global Investors Americas, Inc. 3
Meeder Advisory Services, Inc. 3
SageView Advisory Group, LLC 3
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 3
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 3
Milestone Investment Advisors LLC 3
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
Nilsine Partners, LLC 3
Vinva Investment Management Ltd 3
Frank, Rimerman Advisors LLC 3
Imprint Wealth LLC 3
National Wealth Management Group, LLC 3
3Chopt Investment Partners, LLC 3
GMEZX - GuideStone Funds - Impact Equity Fund Investor 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 3
Atomi Financial Group, Inc. 3
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 3
Reinhart Partners, Inc. 3
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 3
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
Genus Capital Management Inc. 3
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 3
Union Savings Bank 3
Voya Global Equity Dividend & Premium Opportunity Fund 3
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
Eaton Vance Tax Advantaged Dividend Income Fund 3
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
Savoir Faire Capital Management, L.P. 3
Amcap Fund 3
PFS Partners, LLC 3
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 3
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 3
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 3
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
Custom Index Systems, Llc 3
Wetzel Investment Advisors, Inc. 3
Allianzgi Convertible & Income 2024 Target Term Fund 3
Signature Resources Capital Management, LLC 3
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 3
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 3
Atlantic Edge Private Wealth Management, LLC 3
Proffitt & Goodson Inc 3
Capitolis Liquid Global Markets LLC 3
Degroof Petercam Asset Management 3
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 3
Prudential Global Short Duration High Yield Fund, Inc. 3
Oracle Alpha Inc. 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
First National Trust Co 3
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 3
FINE - Themes ETF Trust - Themes European Luxury ETF 3
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 3
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 3
Transcendent Capital Group LLC 3
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 3
Ables, Iannone, Moore & Associates, Inc. 3
Allianzgi Diversified Income & Convertible Fund 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
Paragon Capital Management LLC 3
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 3
Smead Capital Management, Inc. 3
Triad Wealth Partners, LLC 3
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 3
Mediolanum International Funds Ltd 3
Seeds Investor Llc 3
M&G Plc 3
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 3
IFC Holdings Incorporated/FL 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
Institutional Investment Strategy Fund 3
Pathway Financial Advisers, LLC 3
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 3
Global X Japan Co., Ltd. 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 3
J. Safra Sarasin Holding AG 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 3
British Airways Pensions Investment Management Ltd 3
Oppenheimer Integrity Funds 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 3
ORG Wealth Partners, LLC 3
Net Worth Advisory Group 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
FS Series Trust - FS Market Neutral Fund Class I 3
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
Kennebec Savings Bank 3
Onefund, Llc 3
Stock Portfolio - Stock Portfolio 3
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 3
Nuveen S&p 500 Buywrite Income Fund 3
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 3
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 3
LBA Wealth Management, LLC 3
Waddell & Reed Advisors Funds 3
Arcadia Investment Advisors Llc 3
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 3
Decker Retirement Planning Inc. 3
Avanza Fonder AB 3
Kaufman Rossin Wealth, LLC 3
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 3
Heck Capital Advisors, LLC 3
Seven Bridges Advisors LLC 3
YANKCOM Partnership 3
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 3
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 3
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 3
Sierra Ocean, Llc 3
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 3
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 3
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Harvey Partners, LLC 3
Greykasell Wealth Strategies, Inc. 3
Generali Asset Management SPA SGR 3
VSM Wealth Advisory, LLC 3
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 3
BIT Capital GmbH 3
denkapparat Operations GmbH 3
Bryce Point Capital, LLC 3
Sagespring Wealth Partners, Llc 3
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 3
Canada Post Corp Registered Pension Plan 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
Mufg Securities Americas Inc. 3
Credit Industriel Et Commercial 3
Groupe la Francaise 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 3
Novem Group 3
WUSAX - WANGER ADVISORS TRUST - Wanger USA 3
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 3
Capital A Wealth Management, LLC 3
Jnl Strategic Income Fund Llc 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 3
Wood Tarver Financial Group, LLC 3
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 3
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 3
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF 3
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 3
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 3
Barnes Dennig Private Wealth Management LLC 3
ASR Vermogensbeheer N.V. 3
Wealth Preservation Advisors, LLC 3
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 3
FirstMerit Bank N A Trustee 3
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 3
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 3
ENDW - EA Series Trust - Cambria Endowment Style ETF 3
Evelyn Partners Investment Management Services Ltd 3
Traub Capital Management LLC 3
Boreal Capital Management LLC 3
Westerkirk Capital Inc. 3
Limestone Investment Advisors LP 3
Marex Group plc 3
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 3
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 3
Us Global Investors Funds 3
Sheffield Asset Management, L.L.C. 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
Blackrock Enhanced Global Dividend Trust 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 3
Dreyfus Funds Inc 3
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 3
Horizon Investment Services, LLC 3
Us Financial Advisors, Llc 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 3
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 3
Delaware Investments Dividend & Income Fund, Inc 3
Zevenbergen Capital Investments Llc 3
First City Capital Management, Inc. 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
Sentinel Variable Products Trust 3
First Foundation Advisors 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
Sentinel Group Funds Inc 3
Boston Income Portfolio - Boston Income Portfolio 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
Oppenheimer Rising Dividends Fund 3
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 3
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 3
John Hancock Investors Trust 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
High Income Opportunities Portfolio - High Income Opportunities Portfolio 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 3
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 3
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 3
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 3
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 3
Advisors Capital Management, LLC 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 3
Azimuth Capital Management LLC 3
Blackrock Credit Allocation Income Trust 3
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 3
Bridgecreek Investment Management, LLC 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
Fox Point Capital Management LLC 3
Wells Fargo Income Opportunities Fund 3
Jana Partners Llc 3
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 3
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 3
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 3
Scopia Capital Management Lp 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
Calamos Global Total Return Fund 3
Cypress Capital Management Llc 3
Oppenheimer Discovery Fund 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 3
Beech Hill Advisors, Inc. 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 3
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 3
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 3
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 3
Welch & Forbes Llc 3
Acap Strategic Fund 3
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
Cabot Wealth Management Inc 3
Greenlight Capital Inc 3
Archon Capital Management LLC 3
Capstone Series Fund Inc 3
Dreyfus Manager Funds I 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
Manning & Napier Group, LLC 3
Aries Wealth Management 3
Keeler THomas Management LLC 3
Matrix Capital Management Company, LP 3
Wealthstreet Investment Advisors, LLC 3
Cardinal Capital Management, Inc. 3
Acorn Advisory Capital L.p. 3
IPG Investment Advisors LLC 3
Edmond De Rothschild Asset Management (france) 3
BancorpSouth Bank 3
Oak Grove Capital LLC 3
Parisi Gray Wealth Management 3
Highfields Capital Management Lp 3
Alphasimplex Group, Llc 3
Hamilton Capital, LLC 3
SCP Investment, LP 3
Blackhawk Capital Partners LLC. 3
DiMeo Schneider & Associates, L.L.C. 3
Bangor Savings Bank 3
G&S Capital LLC 3
Cowen And Company, Llc 3
Supplemental Annuity Collective Trust of NJ 3
Acorn Wealth Advisors, LLC 3
Vivaldi Opportunities Fund 3
OmniStar Financial Group, Inc. 3
Barrett Asset Management, LLC 3
Rossmore Private Capital 3
Mainstay Capital Management Llc /adv 3
Reliance Trust Co Of Delaware 3
Hc Financial Advisors Inc 3
Hound Partners, LLC 3
Krane Funds Advisors LLC 3
Braun-Bostich & Associates Inc. 3
Gables Capital Management Inc. 3
Legacy Financial Strategies, LLC 3
Nicola Wealth Management Ltd. 3
Linscomb & Williams, Inc. 3
Rathbone Brothers plc 3
Stevens First Principles Investment Advisors 3
Aj Wealth Strategies, Llc 3
O'Dell Group, LLC 3
Teton Advisors, Inc. 3
Foundations Investment Advisors, LLC 3
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 3
Equitable Holdings, Inc. 3
Canton Hathaway, LLC 3
Monetta Financial Services Inc 3
Dfpg Investments, Llc 3
Lavaca Capital Llc 3
Legacy Bridge, LLC 3
Ellis Investment Partners, LLC 3
Signet Investment Advisory Group, Inc. 3
GABELLI & Co INVESTMENT ADVISERS, INC. 3
Roman Butler Fullerton & Co 3
Grandview Asset Management LLC 3
Econ Financial Services Corp 3
Mizuho Securities Usa Llc 3
Dougherty Wealth Advisers LLC 3
Reston Wealth Management Llc 3
Stratos Wealth Advisors, LLC 3
Truehand, Inc 3
Ascent Wealth Partners, LLC 3
Kinneret Advisory, LLC 3
Islet Management, LP 3
Magnus Financial Group LLC 3
Simply Money Advisors 3
Broad Bay Capital Management, LP 3
Semmax Financial Advisors Inc. 3
KAMES CAPITAL plc 3
Goelzer Investment Management, Inc. 3
Ostrum Asset Management U.s., Llc 3
Mirova 3
Burt Wealth Advisors 3
Garde Capital, Inc. 3
Miramar Capital, LLC 3
Pensionmark Financial Group, Llc 3
MorganRosel Wealth Management, LLC 3
Lebenthal Holdings,LLC 3
H2o Am Llp 3
Brendel Financial Advisors LLC 3
Mid Atlantic Financial Management Inc/adv 3
New World Fund Inc 3
Occidental Asset Management, LLC 3
Garrett Wealth Advisory Group, LLC 3
Opseu Pension Plan Trust Fund 3
Oasis Management Co Ltd. 3
C-J Advisory, Inc. 3
Temasek Holdings (Private) Ltd 3
TAP Consulting, LLC 3
Ironwood Investment Management Llc 3
Principal Street Partners, LLC 3
RBA Wealth Management, LLC 3
Weaver Consulting Group 3
Scott & Selber, Inc. 3
Arden Trust Co 3
Texas Yale Capital Corp. 3
Sound View Wealth Advisors Group, LLC 3
Nelson Capital Management, LLC 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
Carnick & Kubik, LLC 3
Principle Wealth Partners Llc 3
Stonehage Fleming (uk) Ltd 3
Lourd Capital, LLC 3
300 North Capital, Llc 3
Williams Jones Wealth Management, LLC. 3
Pacitti Group Inc. 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 3
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
Weatherly Asset Management L. P. 3
Hermes Investment Management Ltd 3
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 3
AWM Investment Company, Inc. 3
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 3
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
Kempen Capital Management N.v. 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 3
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 3
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
First Dallas Securities Inc. 3
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 3
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 3
NOIEX - Northern Funds - Northern Income Equity Fund 3
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 3
NOCBX - Northern Funds - Northern Core Bond Fund 3
NOFIX - Northern Funds - Northern Fixed Income Fund 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 3
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 3
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 3
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 3
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 3
RQSI Ltd 3
Advanced Series Trust - Ast International Growth Portfolio 3
Montecito Bank & Trust 3
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio 3
Smith, Graham & Co., Investment Advisors, LP 3
Thornburg Investment Management Inc 3
Monroe Bank & Trust/mi 3
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 3
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 3
First National Bank of Hutchinson 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
Private Wealth Partners, LLC 3
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 3
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 3
Marquette Asset Management, LLC 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 3
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 3
Schmidt P J Investment Management Inc 3
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 3
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
CHURCHILL MANAGEMENT Corp 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
Coastline Trust Co 3
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 3
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
Wellington Shields Capital Management, LLC 3
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 3
Corbenic Partners LLC 3
Ohio National Investments, Inc. 3
Financial Consulate, Inc 3
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 3
Rockland Trust Co 3
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 3
Putnam Fl Investment Management Co 3
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 3
Country Club Trust Company, n.a. 3
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 3
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 3
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 3
Shapiro Capital Management Llc 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 3
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 3
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 3
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 3
Breton Hill Capital Ltd. 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 3
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 3
Marietta Investment Partners Llc 3
Eagle Global Advisors Llc 3
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 3
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
Brookside Capital Management Llc 3
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 3
Masters Capital Management Llc 3
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
BancorpSouth Inc 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 3
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 3
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 3
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 3
Westend Capital Management LLC 3
HighVista Strategies LLC 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
Findlay Park Partners LLP 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 3
TIG Advisors, LLC 3
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 3
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 3
Davy Global Fund Management Ltd 3
Harfst & Associates, Inc. 3
Greenhaven Associates Inc 3
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 3
Loews Corp 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
Financial Sense Advisors, Inc. 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 3
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
TradeLink Capital LLC 3
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 3
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 3
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 3
Granite Investment Advisors, LLC 3
PENN SERIES FUNDS INC - Developed International Index Fund 3
PENN SERIES FUNDS INC - Mid Cap Growth Fund 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
Windsor Capital Management, LLC 3
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 3
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 3
Nicholas Company, Inc. 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
Intersect Capital LLC 3
Bridgewater Wealth & Financial Management, LLC 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
Fortress Investment Group LLC 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 3
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 3
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 3
DT Investment Partners, LLC 3
Pekin Hardy Strauss, Inc. 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 3
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Contrarius Investment Management Ltd 3
Mathes Company, Inc. 3
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 3
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 3
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 3
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 3
HITE Hedge Asset Management LLC 3
Paragon Capital Management Ltd 3
Torch Wealth Management LLC 3
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
Concorde Asset Management, LLC 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 3
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 3
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 3
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 3
Sentry Investments Corp. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
Appleton Partners Inc/ma 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
Alecta Pensionsforsakring, Omsesidigt 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 3
Neville Rodie & Shaw Inc 3
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 3
Old Point Trust & Financial Services N A 3
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
Parasol Investment Management, LLC 3
Lapides Asset Management, LLC 3
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
Donald L. Hagan, LLC 3
Stewart & Patten Co Llc 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
Cheyne Capital Management (UK) LLP 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
First American Bank 3
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 3
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 3
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 3
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 3
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 3
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
Campbell Newman Asset Management Inc 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
Iowa State Bank 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
ID Management A/S 3
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
Exchange Capital Management, Inc. 3
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 3
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 3
Burns J W & Co Inc/ny 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
Profunds - Profund Vp Consumer Services 3
Profunds - Profund Vp Small-cap Growth 3
Pegasus Partners Ltd. 3
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 3
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 3
M Holdings Securities, Inc. 3
Hilton Capital Management, LLC 3
Pensionfund DSM Netherlands 3
Traynor Capital Management, Inc. 3
Detwiler Fenton Investment Management LLC 3
Pensionfund Sabic 3
Stock Yards Bank & Trust Co 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
Park National Corp /oh/ 3
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 3
Modera Wealth Management, LLC 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
Kassirer Asset Management Corp 3
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 3
Goldman Sachs Asset Management, L.p. 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 3
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 3
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 3
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 3
Scoggin Management Lp 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 3
Axel Capital Management, LLC 3
Arbor Wealth Management, LLC 3
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 3
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 3
Tenzing Global Management, LLC 3
Kcm Investment Advisors Llc 3
Adell Harriman & Carpenter Inc 3
Homrich & Berg 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 3
ARGI Investment Services, LLC 3
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 3
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
Lehman Financial Resources, Inc. 3
One Capital Management, LLC 3
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 3
Hurley Capital, LLC 3
RFG Advisory, LLC 3
Foster & Motley Inc 3
Bedell Frazier Investment Counseling, LLC 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
Legacy Capital Partners, Inc. 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 3
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 3
Origin Asset Management LLP 3
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 3
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 3
Global Endowment Management, LP 3
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 3
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 3
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 3
Berylson Capital Partners, Llc 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
Aldebaran Financial Inc. 3
Ironwood Financial, llc 3
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 3
American National Insurance Co /tx/ 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 3
Ssi Investment Management Llc 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
Taylor Wealth Management Partners 3
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 3
Capital Investment Counsel, Inc 3
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 3
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 3
Lansdowne Partners (uk) Llp 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
Mairs & Power Inc 3
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 3
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 3
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 3
CPI - IndexIQ ETF Trust - IQ Real Return ETF 3
Dixon Hubard Feinour & Brown Inc/va 3
AllSquare Wealth Management LLC 3
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 3
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
Ninety One North America, Inc. 3
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 3
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 3
Orinda Asset Management LLC 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
Efficient Market Advisors, LLC 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 3
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 3
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 3
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 3
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 3
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 3
Lakewood Capital Management, Lp 3
Fagan Associates, Inc. 3
Keeley Asset Management Corp 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 3
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 3
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
Biltmore Wealth Management, LLC 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
Ksa Capital Management, Llc 3
Harding Loevner Lp 3
Clarkston Capital Partners, LLC 3
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 3
Gerry Farber, LLC 3
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 3
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 3
Trust Co 3
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 3
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 3
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 3
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 3
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 3
First American Trust, Fsb 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
Mcmillion Capital Management Inc 3
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 3
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 3
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 3
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 3
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 3
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 3
Piershale Financial Group, Inc. 3
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 3
Somerset Trust Co 3
Brick & Kyle, Associates 3
Beese Fulmer Investment Management, Inc. 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 3
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 3
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 3
SGPIX - Profunds - Small-cap Growth Profund Investor Class 3
Loeb Partners Corp 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 3
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 3
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 3
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 3
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
Fairfield, Bush & Co. 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
Alydar Partners Llc 3
CR Intrinsic Investors, LLC 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
Aureus Asset Management, LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 3
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 3
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 3
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 3
Counsel Portfolio Services Inc. 3
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 3
Modus Advisors, LLC 3
Lineweaver Wealth Advisors, LLC 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 3
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 3
Compass Ion Advisors, LLC 3
PFG Private Wealth Management, LLC 3
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 3
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 3
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 3
Ithaka Group Llc 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
Marco Investment Management Llc 3
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
Sirios Capital Management L P 3
Oak Associates Ltd /oh/ 3
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 3
Fairfax Financial Holdings Ltd/ Can 3
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 3
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 3
River Road Asset Management, LLC 3
Warren Averett Asset Management, LLC 3
Nair Vinay 3
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3