Cable And Other Pay Television Services - Largest Owners in this Industry

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

Investor Number of Known Investments
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 282
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 234
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 234
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 229
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 228
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 227
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 226
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 219
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 215
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 204
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 201
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 197
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 187
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 173
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 173
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 168
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 163
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 161
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 158
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 153
MASTER BOND LLC - Master Total Return Portfolio 151
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 147
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 142
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 141
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 139
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 137
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 136
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 135
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 133
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 132
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 131
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 130
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 129
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 129
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 128
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 127
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 126
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 125
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 124
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 124
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 123
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 122
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 121
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 121
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 121
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 121
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 120
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 119
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 117
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 117
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 115
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 114
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 113
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 110
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 109
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 109
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 109
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 108
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 107
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 107
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 105
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 103
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 103
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 103
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 102
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 102
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 101
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 101
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 101
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 98
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 97
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 97
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 96
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 95
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 95
Pacer Advisors, Inc. 95
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 94
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 93
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 93
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 93
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 92
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 92
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 92
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 92
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 92
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 91
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 90
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 89
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 88
NOBOX - Northern Funds - Northern Bond Index Fund 88
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 88
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 87
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 87
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 87
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 87
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 86
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 86
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 85
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 85
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 85
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 84
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 84
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 83
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 83
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 83
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 82
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 82
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 82
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 82
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 82
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 81
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 81
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 81
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 81
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 80
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 80
BRACX - Blackrock Allocation Target Shares - Bats Series C 80
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 80
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 80
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 79
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 79
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 79
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 79
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 79
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 78
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 78
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 77
Blackrock Ltd Duration Income Trust 77
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 77
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 77
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 77
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 77
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 77
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 76
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 76
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 76
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 76
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 76
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 75
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 75
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 75
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 75
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 74
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 73
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 73
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 73
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 73
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 73
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 73
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 72
Blackrock Core Bond Trust 72
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 72
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 72
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 72
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 71
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 71
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 71
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 71
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 71
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 70
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 70
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 70
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 70
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 69
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 69
Eaton Vance Ltd Duration Income Fund 69
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 68
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 68
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 68
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 68
Blackrock Credit Allocation Income Trust 68
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 68
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 67
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 67
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 67
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 67
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 67
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 66
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 66
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 66
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 66
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 66
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 66
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 65
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 65
Blackrock Corporate High Yield Fund, Inc. 65
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 65
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 65
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 65
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 65
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 65
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 64
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 64
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 64
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 64
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 64
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 64
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 64
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 64
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 64
Six Circles Trust - Six Circles Credit Opportunities Fund 63
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 63
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 63
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 63
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 63
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 63
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 63
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 63
Blackrock Multi-sector Income Trust 62
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 62
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 62
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 62
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 61
GGBFX - GuideStone Funds - Global Bond Fund Investor 61
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 61
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 61
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 61
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 61
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 61
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 61
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 60
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 60
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 59
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 59
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 59
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 59
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 59
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 59
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 59
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 59
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 59
Six Circles Trust - Six Circles Global Bond Fund 59
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 58
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 58
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 58
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 58
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 58
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 58
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 58
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 58
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 58
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 58
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 57
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 57
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 57
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 57
Invesco Bond Fund 57
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 57
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 57
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 57
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 56
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 56
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 56
BlackRock Credit Strategies Fund 56
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 56
AHIVX - American Century Investment Trust - High Income Fund Investor Class 56
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 56
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 55
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 55
Alliancebernstein Global High Income Fund Inc 55
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 55
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 55
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 55
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 55
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 54
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 54
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 54
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 54
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 54
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 54
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 53
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 53
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 53
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 53
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 53
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 52
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 52
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 52
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 52
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 52
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 52
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 52
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 52
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 52
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 52
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 52
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 51
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 51
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 51
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 51
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 51
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 51
Blackrock Debt Strategies Fund, Inc. 51
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 51
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 51
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 50
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 50
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 50
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 50
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 50
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 50
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 50
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 49
FEDERATED CORE TRUST - High Yield Bond Portfolio 49
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 49
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 49
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 49
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 49
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 48
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 48
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 48
BlackRock, Inc. 48
Mfs Charter Income Trust 48
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 48
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 48
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 47
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 47
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 47
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 47
Morgan Stanley 47
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 47
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 47
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 47
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 47
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 47
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 47
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 47
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 47
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 47
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 46
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 46
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 46
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 46
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 46
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 46
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 46
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 46
Barclays Plc 46
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 46
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 46
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 46
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 46
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 45
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 45
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 45
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 45
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 45
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 45
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 45
JNL SERIES TRUST - JNL Bond Index Fund (I) 45
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 44
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 44
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 44
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 44
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 44
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 44
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 44
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 44
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 44
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 44
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 44
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 44
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 44
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 44
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 43
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 43
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 43
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 43
Citadel Advisors Llc 43
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 43
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 43
Invesco High Income Trust Ii 43
Wells Fargo & Company/mn 43
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 43
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 43
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 43
Mfs Multimarket Income Trust 43
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 43
Fmr Llc 43
Ameriprise Financial Inc 43
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 43
Western Asset Premier Bond Fund 42
Goldman Sachs Group Inc 42
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 42
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 42
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 42
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 42
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 42
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 42
Jpmorgan Chase & Co 42
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 42
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 42
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 42
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 42
Millennium Management Llc 42
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 42
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 42
BlackRock ETF Trust II - BlackRock Total Return ETF 42
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 41
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 41
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 41
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 41
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 41
BlackRock ETF Trust II - BlackRock Flexible Income ETF 41
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 41
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 41
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 41
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 41
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 41
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 41
Citigroup Inc 41
Deutsche Bank Ag\ 41
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 41
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 41
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 41
Western Asset Global Corporate Defined Opportunity Fund Inc. 41
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 41
Bank Of America Corp /de/ 41
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 40
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 40
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 40
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 40
Neuberger Berman High Yield Strategies Fund Inc. 40
UBS Group AG 40
Invesco Ltd. 40
Bank Of Montreal /can/ 40
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 40
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 40
State Street Corp 40
Bank of New York Mellon Corp 40
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 40
Susquehanna International Group, Llp 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 40
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 40
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 40
Credit Suisse Ag/ 40
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 40
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 40
Advanced Series Trust - Ast High Yield Portfolio 40
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 40
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 40
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 40
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 40
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 40
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 39
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 39
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 39
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 39
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 39
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 39
Royal Bank Of Canada 39
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 39
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 39
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 39
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 39
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 39
Wells Fargo Multi-sector Income Fund 39
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 39
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 39
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 39
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 39
Jane Street Group, Llc 39
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 39
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 39
TRANSAMERICA FUNDS - Transamerica Core Bond I2 39
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 39
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 39
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 39
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 39
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 39
New York State Common Retirement Fund 38
VCBDX - VALIC Co I - Core Bond Fund 38
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 38
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 38
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 38
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 38
Proequities, Inc. 38
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 38
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 38
Tcw Strategic Income Fund Inc 38
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 38
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 38
Boothbay Fund Management, Llc 38
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 38
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 38
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 38
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 38
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 38
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 38
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 37
Balyasny Asset Management Llc 37
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 37
Sei Investments Co 37
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 37
Franklin Resources Inc 37
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 37
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 37
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 37
Bnp Paribas Arbitrage, Sa 37
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 37
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 37
Russell Investments Group, Ltd. 37
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 37
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 37
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 37
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 37
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 36
Northern Trust Corp 36
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 36
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 36
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 36
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 36
Vanguard Group Inc 36
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 36
Tower Research Capital LLC (TRC) 36
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 36
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 36
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 36
Simplex Trading, Llc 36
SG Americas Securities, LLC 36
Delaware Enhanced Global Dividend & Income Fund 36
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 36
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 36
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 36
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 36
Wells Fargo Utilities & High Income Fund 36
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 36
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 36
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 36
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 36
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 36
High Income Opportunities Portfolio - High Income Opportunities Portfolio 36
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 36
Prelude Capital Management, Llc 36
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 35
Western Asset Income Fund 35
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 35
Western Asset High Income Fund Ii Inc. 35
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 35
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 35
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 35
Calamos Strategic Total Return Fund 35
BlackRock Capital Allocation Trust 35
Gabelli Multimedia Trust Inc. 35
Manufacturers Life Insurance Company, The 35
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 35
Renaissance Technologies Llc 35
FundVantage Trust - Verplanck Balanced Fund 35
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 35
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 35
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 35
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 35
Wells Fargo Income Opportunities Fund 35
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 35
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 35
Geode Capital Management, Llc 35
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 35
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 35
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 35
Pnc Financial Services Group, Inc. 35
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 34
Calamos Convertible Opportunities & Income Fund 34
Point72 Asset Management, L.P. 34
Jefferies Group LLC 34
Price T Rowe Associates Inc /md/ 34
Verition Fund Management LLC 34
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 34
Calamos Global Dynamic Income Fund 34
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 34
Alliancebernstein L.p. 34
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 34
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 34
Sonora Investment Management, LLC 34
Nomura Holdings Inc 34
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 34
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 34
Arrowstreet Capital, Limited Partnership 34
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 34
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 34
Zurcher Kantonalbank (Zurich Cantonalbank) 34
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 34
American International Group, Inc. 34
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 34
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 34
Gabelli Funds Llc 34
Calamos Dynamic Convertible & Income Fund 34
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 34
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 34
Legal & General Group Plc 34
Toronto Dominion Bank 34
Calamos Convertible & High Income Fund 34
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 34
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 34
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 34
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 34
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 34
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 33
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 33
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 33
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 33
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 33
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 33
VCAAX - VALIC Co I - Asset Allocation Fund 33
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 33
Fifth Third Bancorp 33
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 33
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 33
D. E. Shaw & Co., Inc. 33
Stifel Financial Corp 33
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 33
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 33
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 33
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 33
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 33
Eaton Vance Senior Income Trust 33
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 33
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 33
VCSBX - VALIC Co II - Strategic Bond Fund 33
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 33
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 33
Western Asset High Income Opportunity Fund Inc. 33
Macquarie Group Ltd 33
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 33
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 32
Eaton Vance Senior Floating Rate Trust 32
Two Sigma Investments, Lp 32
Nuveen Asset Management, LLC 32
Parametric Portfolio Associates Llc 32
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 32
Neuberger Berman Group LLC 32
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 32
Huntington National Bank 32
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 32
Dimensional Fund Advisors Lp 32
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 32
Allianz Asset Management GmbH 32
Victory Capital Management Inc 32
Gamco Investors, Inc. Et Al 32
BlueCrest Capital Management Ltd 32
Schroder Investment Management Group 32
Northwestern Mutual Wealth Management Co 32
Envestnet Asset Management Inc 32
Lazard Asset Management Llc 32
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 32
Us Bancorp \de\ 32
Ubs Asset Management Americas Inc 32
Charles Schwab Investment Management Inc 32
Hsbc Holdings Plc 32
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 32
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 32
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 32
Eaton Vance Floating-rate Income Trust 32
IFP Advisors, Inc 32
Wellington Management Group Llp 32
Paloma Partners Management Co 32
American Century Companies Inc 32
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 32
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 32
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 32
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 32
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 32
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 32
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 32
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 32
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 32
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 31
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 31
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 31
Western Asset Global High Income Fund Inc. 31
Marshall Wace, Llp 31
Canada Pension Plan Investment Board 31
Magnetar Financial LLC 31
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 31
Principal Financial Group Inc 31
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 31
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 31
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 31
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 31
HighTower Advisors, LLC 31
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 31
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 31
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 31
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 31
Aqr Capital Management Llc 31
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 31
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 31
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 31
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 31
First Trust Advisors Lp 31
KBC Group NV 31
Quadrant Capital Group Llc 31
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 31
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 31
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 31
Signaturefd, Llc 31
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 31
State Of Wisconsin Investment Board 31
Norges Bank 31
Prudential Short Duration High Yield Fund, Inc. 31
Bessemer Group Inc 31
Fs Credit Income Fund 31
Parallel Advisors, LLC 31
Parallax Volatility Advisers, L.P. 31
Cwm, Llc 31
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 31
Comerica Bank 30
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 30
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 30
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 30
Advanced Series Trust - Ast Advanced Strategies Portfolio 30
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 30
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 30
Tudor Investment Corp Et Al 30
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 30
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 30
Rhumbline Advisers 30
VCCBX - VALIC Co II - Core Bond Fund 30
Raymond James & Associates 30
Nomura Asset Management Co Ltd 30
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 30
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 30
Captrust Financial Advisors 30
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 30
Highbridge Capital Management Llc 30
Swiss National Bank 30
New America High Income Fund Inc 30
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 30
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 30
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 30
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 30
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 30
Teachers Advisors, Llc 30
Voya Investment Management Llc 30
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 30
Squarepoint Ops LLC 30
Quantbot Technologies LP 30
Glenmede Trust Co Na 30
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 30
Thrivent Financial For Lutherans 30
Cubist Systematic Strategies, LLC 30
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 30
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 30
Strs Ohio 30
Walleye Trading LLC 30
Principal Funds Inc 30
Gabelli Equity Trust Inc 30
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 30
California State Teachers Retirement System 30
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 30
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 30
First Manhattan Co 30
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 30
Hrt Financial Lp 30
Guggenheim Capital Llc 30
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 30
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 30
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 30
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 30
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 30
Allworth Financial LP 29
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 29
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 29
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 29
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 29
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 29
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 29
Acadian Asset Management Llc 29
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 29
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 29
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 29
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 29
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 29
Group One Trading, L.p. 29
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 29
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 29
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 29
Panagora Asset Management Inc 29
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 29
Federation des caisses Desjardins du Quebec 29
Creative Planning 29
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 29
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 29
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 29
Credit Agricole S A 29
Brown Brothers Harriman & Co 29
Prudential Financial Inc 29
OMERS ADMINISTRATION Corp 29
Public Employees Retirement Association Of Colorado 29
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 29
Advisory Services Network, LLC 29
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 29
Mackenzie Financial Corp 29
Engineers Gate Manager LP 29
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 28
Wells Fargo Global Dividend Opportunity Fund 28
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 28
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 28
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 28
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 28
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 28
Griffin Institutional Access Credit Fund 28
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 28
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 28
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 28
Ladenburg Thalmann Financial Services Inc 28
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 28
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 28
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 28
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 28
Blackstone / Gso Strategic Credit Fund 28
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 28
DekaBank Deutsche Girozentrale 28
Oxford Asset Management Llp 28
Two Sigma Advisers, Lp 28
First Horizon Advisors, Inc. 28
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 28
Clear Street Markets Llc 28
Schonfeld Strategic Advisors LLC 28
Janus Henderson Group Plc 28
Los Angeles Capital Management Llc 28
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 28
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 28
Capstone Investment Advisors, Llc 28
Western Asset Investment Grade Defined Opportunity Trust Inc. 28
Virtu Financial LLC 28
Mitsubishi UFJ Trust & Banking Corp 28
Wealthspire Advisors, L.P. 28
ProShare Advisors LLC 28
Public Employees Retirement System Of Ohio 28
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 28
Massmutual Trust Co Fsb/adv 28
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 28
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 28
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 28
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 28
PEAK6 Investments, L.P. 28
Dreyfus High Yield Strategies Fund 28
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 28
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 28
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 28
TCI Wealth Advisors, Inc. 28
Css Llc/il 28
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 28
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 28
Dynamic Technology Lab Private Ltd 28
State Board Of Administration Of Florida Retirement System 28
Metropolitan Life Insurance Co/ny 28
California Public Employees Retirement System 28
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 28
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 28
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 28
Advisor Group Holdings, Inc. 27
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 27
PPM Funds - PPM High Yield Core Fund (Inst) 27
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 27
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 27
Assetmark, Inc 27
A.R.T. Advisors, LLC 27
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 27
Teacher Retirement System Of Texas 27
Daiwa Securities Group Inc. 27
Advisor Group, Inc. 27
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 27
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 27
NEXT Financial Group, Inc 27
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 27
BlackRock ESG Capital Allocation Trust 27
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 27
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 27
Tiaa Cref Investment Management Llc 27
Meeder Asset Management Inc 27
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 27
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 27
Private Trust Co Na 27
Aperio Group, LLC 27
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 27
Landscape Capital Management, L.l.c. 27
Ancora Advisors, LLC 27
Federated Hermes, Inc. 27
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 27
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 27
Marshall Wace North America L.P. 27
Blackstone / Gso Long-short Credit Income Fund 27
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 27
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 27
Hudson Bay Capital Management LP 27
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 27
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 27
Allianzgi Diversified Income & Convertible Fund 27
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 27
Nordea Investment Management Ab 27
Great West Life Assurance Co /can/ 27
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 27
Alberta Investment Management Corp 27
Whittier Trust Co 27
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 27
Amalgamated Bank 27
Versant Capital Management, Inc 27
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 27
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 27
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 27
Trexquant Investment LP 27
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 26
United Services Automobile Association 26
O'shaughnessy Asset Management, Llc 26
First Republic Investment Management, Inc. 26
Public Sector Pension Investment Board 26
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 26
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 26
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 26
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 26
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 26
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 26
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 26
Vanguard World Fund 26
CIBC Private Wealth Group, LLC 26
Cutler Group LP 26
Nisa Investment Advisors, Llc 26
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 26
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 26
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 26
Thompson Siegel & Walmsley Llc 26
M&t Bank Corp 26
Western Asset High Yield Defined Opportunity Fund Inc. 26
Mariner, LLC 26
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 26
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 26
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 26
State of New Jersey Common Pension Fund D 26
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 26
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 26
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 26
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 26
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 26
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 26
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 26
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 26
MetLife Investment Management, LLC 26
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 26
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 26
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 26
Raymond James Financial Services Advisors, Inc. 26
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 26
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 26
Grantham, Mayo, Van Otterloo & Co. LLC 26
Gabelli Dividend & Income Trust 26
Connor, Clark & Lunn Investment Management Ltd. 26
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 26
Td Asset Management Inc 26
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 26
Advent Claymore Convertible Securities & Income Fund 26
Pimco Corporate & Income Opportunity Fund 26
Man Group plc 26
LMR Partners LLP 26
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 26
Axa S.a. 26
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 26
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 26
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 26
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 25
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 25
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 25
Ameritas Investment Partners, Inc. 25
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 25
Westpac Banking Corp 25
Handelsbanken Fonder AB 25
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 25
Eaton Vance Management 25
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 25
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 25
Ontario Teachers Pension Plan Board 25
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 25
John Hancock Income Securities Trust 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 25
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 25
Putnam Investments Llc 25
Ubs Oconnor Llc 25
First Quadrant L P/ca 25
Arizona State Retirement System 25
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 25
Proficio Capital Partners LLC 25
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 25
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 25
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 25
Putnam Premier Income Trust 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 25
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 25
First Hawaiian Bank 25
Janney Montgomery Scott LLC 25
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 25
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 25
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 25
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 25
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 25
JIHDX - John Hancock Funds II - High Yield Fund Class 1 25
Calamos Global Total Return Fund 25
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 25
Blair William & Co/il 25
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 25
Two Sigma Securities, Llc 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 25
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 25
Glassman Wealth Services 25
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 25
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 25
Whittier Trust Co Of Nevada Inc 25
Gotham Asset Management, LLC 25
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 25
Virginia Retirement Systems Et Al 25
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 25
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 25
Wolverine Trading, Llc 25
Voloridge Investment Management, Llc 25
Amundi Pioneer Asset Management Inc 25
AMP Capital Investors Ltd 25
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 25
BlackRock Institutional Trust Company, N.A. 25
Sterling Capital Management LLC 25
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 25
Calamos Long/Short Equity & Dynamic Income Trust 25
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 25
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 25
National Asset Management, Inc. 25
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 25
BlackRock Fund Advisors 25
CIBC Asset Management Inc 25
NumerixS Investment Technologies Inc 25
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 25
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 25
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 25
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 25
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 25
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 25
Mfs Intermediate High Income Fund 25
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 25
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 25
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 25
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 25
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 25
Highlander Capital Management, LLC 25
Nuveen Multi-Asset Income Fund 25
Qube Research & Technologies Ltd 25
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 25
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 24
Commerzbank Aktiengesellschaft /fi 24
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 24
Parkside Financial Bank & Trust 24
Blackstone / Gso Floating Rate Enhanced Income Fund 24
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 24
Invesco Senior Income Trust 24
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 24
PDT Partners, LLC 24
APG Asset Management N.V. 24
GWM Advisors LLC 24
Robeco Institutional Asset Management B.V. 24
Russell Frank Co/ 24
Fox Run Management, L.l.c. 24
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 24
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 24
Oregon Public Employees Retirement Fund 24
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 24
Walleye Capital LLC 24
Loomis Sayles & Co L P 24
Stratos Wealth Partners, LTD. 24
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 24
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 24
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 24
Truist Financial Corp 24
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 24
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 24
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 24
Invesco Senior Loan Fund 24
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 24
Natixis 24
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 24
LPL Financial LLC 24
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 24
Alpine Global Management, LLC 24
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 24
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 24
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 24
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 24
Advisors Asset Management, Inc. 24
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 24
Soros Fund Management Llc 24
BNP Paribas Asset Management Holding S.A. 24
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 24
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 24
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 24
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 24
Steward Partners Investment Advisory, Llc 24
Healthcare Of Ontario Pension Plan Trust Fund 24
NOSGX - Northern Funds - Northern Small Cap Value Fund 24
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 24
Point72 Hong Kong Ltd 24
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 24
Bridgeway Capital Management Inc 24
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 24
Gabelli Global Small & Mid Cap Value Trust 24
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 24
Clearbridge Investments, LLC 24
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 24
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 24
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 24
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 24
Laurion Capital Management LP 24
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 24
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 24
D.a. Davidson & Co. 24
Oppenheimer Funds Inc 24
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 24
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 24
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 24
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 24
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 24
Stevens Capital Management Lp 24
FDx Advisors, Inc. 24
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 24
Capital Guardian Trust Co 24
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 24
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 24
Commonwealth Bank Of Australia 23
MAI Capital Management 23
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 23
GAM Holding AG 23
Core Bond Portfolio - Core Bond Portfolio 23
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 23
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 23
Private Advisor Group, LLC 23
Kcg Holdings, Inc. 23
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 23
HAP Trading, LLC 23
Carroll Financial Associates, Inc. 23
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 23
Mfs Special Value Trust 23
Lombard Odier Asset Management (USA) Corp 23
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 23
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 23
Brookstone Capital Management 23
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 23
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 23
BlackRock Group LTD 23
MUFG Americas Holdings Corp 23
Riverhead Capital Management Llc 23
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 23
Advent Capital Management /de/ 23
Resources Investment Advisors, LLC. 23
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 23
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 23
Global Retirement Partners, LLC 23
Asset Management One Co., Ltd. 23
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 23
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 23
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 23
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 23
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 23
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 23
Plante Moran Financial Advisors, LLC 23
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 23
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 23
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 23
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 23
Delaware Investments Dividend & Income Fund, Inc 23
Piedmont Investment Advisors Llc 23
Putnam Master Intermediate Income Trust 23
Cnh Partners Llc 23
North Star Investment Management Corp. 23
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 23
Covestor Ltd 23
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 23
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 23
Hbk Investments L P 23
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 23
Insight Select Income Fund 23
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 23
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 23
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 23
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 23
Shell Asset Management Co 23
Aviva Plc 23
Maverick Capital Ltd 23
BlackRock Investment Management, LLC 23
Bank Of Nova Scotia 23
Gsa Capital Partners Llp 23
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 23
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 23
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 23
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 23
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 23
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 23
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 23
Bayesian Capital Management, LP 23
Brown Advisory Inc 23
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 23
Crossmark Global Holdings, Inc. 23
Boston Income Portfolio - Boston Income Portfolio 23
BlackRock Advisors LLC 23
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 23
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 23
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 22
ExodusPoint Capital Management, LP 22
Rockefeller Capital Management L.P. 22
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 22
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 22
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 22
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 22
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 22
Wolverine Asset Management Llc 22
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 22
Checchi Capital Advisers, LLC 22
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 22
Sculptor Capital LP 22
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 22
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 22
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 22
Winton Capital Group Ltd 22
Enterprise Financial Services Corp 22
Valeo Financial Advisors, LLC 22
Twin Tree Management, LP 22
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 22
Bridgewater Associates, LP 22
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 22
Chicago Partners Investment Group LLC 22
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 22
Skandinaviska Enskilda Banken AB (publ) 22
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 22
MML Series Investment Fund II - MML High Yield Fund Class II 22
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 22
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 22
Ellington Management Group Llc 22
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 22
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 22
Centiva Capital, LP 22
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 22
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 22
Mirae Asset Global Investments Co., Ltd. 22
Vident Investment Advisory, LLC 22
Quantitative Systematic Strategies LLC 22
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 22
FIL Ltd 22
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 22
Manchester Capital Management LLC 22
PEAK6 Investments LLC 22
Bartlett & Co. LLC 22
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 22
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 22
Adage Capital Partners Gp, L.l.c. 22
PineBridge Investments, L.P. 22
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 22
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 22
Nationwide Fund Advisors 22
FNY Managed Accounts LLC 22
College Retirement Equities Fund 22
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 22
Natixis Advisors, L.p. 22
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 22
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 22
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 22
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 22
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 22
MetLife Securities, Inc 22
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 22
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 22
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 22
Oppenheimer Asset Management Inc. 22
NOCBX - Northern Funds - Northern Core Bond Fund 22
Barings Llc 22
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 22
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 22
World Asset Management Inc 22
Securian Funds Trust - SFT Core Bond Fund Class 1 22
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 22
Candriam Luxembourg S.C.A. 22
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 22
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 22
Pinnacle Associates Ltd 22
Jones Financial Companies Lllp 22
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 22
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 22
K2 Principal Fund, L.p. 22
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 22
Caisse De Depot Et Placement Du Quebec 22
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 22
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 22
Nuveen Credit Strategies Income Fund 22
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22
American Portfolios Advisors 22
Capital World Investors 22
Global Income Builder Portfolio - Global Income Builder Portfolio 22
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 21
Mackay Shields Llc 21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 21
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 21
Mn Services Vermogensbeheer B.V. 21
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 21
Visium Asset Management, LP 21
Pictet Asset Management Ltd 21
John Hancock Investors Trust 21
Vanguard Index Funds 21
AdvisorNet Financial, Inc 21
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 21
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 21
Assenagon Asset Management S.A. 21
Tarbox Family Office, Inc. 21
Ionic Capital Management LLC 21
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 21
Summit Trail Advisors, Llc 21
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 21
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 21
Massachusetts Financial Services Co /ma/ 21
Utah Retirement Systems 21
DAVENPORT & Co LLC 21
Cipher Capital LP 21
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 21
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 21
Suntrust Banks Inc 21
Synovus Financial Corp 21
Campbell & CO Investment Adviser LLC 21
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 21
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 21
EverSource Wealth Advisors, LLC 21
Gulf International Bank (UK) Ltd 21
Boston Partners 21
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 21
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 21
Jfs Wealth Advisors, Llc 21
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 21
NOFIX - Northern Funds - Northern Fixed Income Fund 21
TCW ETF Trust - TCW Flexible Income ETF 21
Assured Investment Management LLC 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 21
Korea Investment CORP 21
Prudential Plc 21
Eaton Vance Short Duration Diversified Income Fund 21
Lindbrook Capital, Llc 21
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 21
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 21
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 21
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 21
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 21
Jacobs Levy Equity Management, Inc 21
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 21
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 21
Cowen Group, Inc. 21
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 21
Cornerstone Planning Group LLC 21
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 21
Cornerstone Advisors, Inc. 21
Hutchin Hill Capital, LP 21
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 21
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 21
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 21
Pathstone Family Office, Llc 21
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 21
Sumitomo Mitsui Trust Holdings, Inc. 21
Capital Fund Management S.a. 21
QS Investors, LLC 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 21
Yakira Capital Management, Inc. 21
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 21
Weiss Multi-Strategy Advisers LLC 21
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 21
Jefferies Financial Group Inc. 21
PENN SERIES FUNDS INC - International Equity Fund 21
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 21
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 21
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 21
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 21
STFBX - Advisers Investment Trust - State Farm Balanced Fund 21
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 21
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 21
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 21
Y-Intercept (Hong Kong) Ltd 21
Spark Investment Management LLC 21
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 21
Commonwealth Equity Services, Llc 21
Andra AP-fonden 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 21
Employees Retirement System of Texas 21
HYLD - Exchange Listed Funds Trust - High Yield ETF 21
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 21
Ubs Ag 21
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 21
FNY Investment Advisers, LLC 21
Tiaa-cref Funds 21
Seven Eight Capital, Lp 21
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 20
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 20
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 20
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 20
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 20
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 20
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 20
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 20
Blackstone / Gso Senior Floating Rate Term Fund 20
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 20
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 20
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 20
Prudential Global Short Duration High Yield Fund, Inc. 20
VCCCX - VALIC Co I - Capital Conservation Fund 20
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 20
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 20
LS Investment Advisors, LLC 20
Karp Capital Management Corp 20
Regions Financial Corp 20
Nuveen Floating Rate Income Fund 20
Trust Co Of Vermont 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 20
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 20
First Mercantile Trust Co 20
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 20
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 20
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 20
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 20
Oppenheimer & Co Inc 20
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 20
Livforsakringsbolaget Skandia, Omsesidigt 20
Usca Ria Llc 20
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 20
Umb Bank N A/mo 20
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 20
Calamos Advisors LLC 20
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 20
I.g. Investment Management, Ltd. 20
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 20
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 20
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 20
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 20
PGIM Short Duration High Yield Opportunities Fund 20
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 20
Spire Wealth Management 20
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 20
XTX Topco Ltd 20
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 20
Veritable, L.P. 20
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 20
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 20
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 20
Achmea Investment Management B.V. 20
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 20
Howe & Rusling Inc 20
Cetera Advisor Networks LLC 20
Ensign Peak Advisors, Inc 20
CIBC World Markets Inc. 20
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 20
Brookfield Real Assets Income Fund Inc. 20
CQS Cayman LP 20
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 20
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 20
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 20
Polar Asset Management Partners Inc. 20
Thompson Davis & Co., Inc. 20
WFG Advisors, LP 20
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 20
Meadow Creek Investment Management LLC 20
Citizens Financial Group Inc/ri 20
Ing Groep Nv 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 20
Rafferty Asset Management, LLC 20
Cambridge Investment Research Advisors, Inc. 20
IWV - iSHARES TRUST - iShares Russell 3000 ETF 20
Berman Capital Advisors, LLC 20
Cerity Partners LLC 20
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 20
Versus Capital Real Assets Fund Llc 20
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 20
Pine River Capital Management L.P. 20
Elkfork Partners LLC 20
BRASX - Blackrock Allocation Target Shares - Bats Series S 20
Brandywine Global Investment Management, LLC 20
GABELLI & Co INVESTMENT ADVISERS, INC. 20
Airain ltd 20
Capstone Asset Management Co 20
Ropes Wealth Advisors Llc 20
Gradient Investments LLC 20
Atria Investments Llc 20
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 20
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 20
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 20
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 20
Evoke Wealth, Llc 20
Emerald Acquisition Ltd. 20
Pimco Dynamic Income Fund 20
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 20
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 20
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 20
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 19
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 19
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 19
Caxton Associates Lp 19
Quantinno Capital Management LP 19
Perigon Wealth Management, LLC 19
Aigen Investment Management, Lp 19
Gupta Wealth Management LLC 19
Amundi 19
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 19
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 19
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 19
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 19
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 19
Jump Financial, LLC 19
Ergoteles LLC 19
Raymond James Financial Inc 19
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 19
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 19
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 19
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 19
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 19
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 19
BlackRock Japan Co. Ltd 19
Water Island Capital Llc 19
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 19
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 19
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 19
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 19
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 19
PENN SERIES FUNDS INC - Flexibly Managed Fund 19
BNP Paribas Investment Partners S.A. 19
VDAFX - VALIC Co I - Dynamic Allocation Fund 19
Franklin Templeton ETF Trust - Western Asset Bond ETF 19
Maven Securities LTD 19
Brewin Dolphin Ltd 19
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 19
Blueshift Asset Management, LLC 19
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 19
Evercore Wealth Management, LLC 19
Managed Account Advisors Llc 19
Hartford Mutual Funds Inc/ct 19
Brinker Capital Investments, LLC 19
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 19
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares 19
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 19
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 19
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 19
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 19
Harel Insurance Investments & Financial Services Ltd. 19
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 19
Occudo Quantitative Strategies Lp 19
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 19
Invesco Dynamic Credit Opportunities Fund 19
Balentine LLC 19
Allspring Global Investments Holdings, LLC 19
Glen Harbor Capital Management LLC 19
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 19
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 19
River Road Asset Management, LLC 19
Avenue Income Credit Strategies Fund 19
Symphony Asset Management Llc 19
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 19
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 19
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 19
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 19
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 19
Sandy Spring Bank 19
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 19
Colony Group Llc 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
First Trust High Income Long/short Fund 19
Martingale Asset Management L P 19
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 19
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 19
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 19
Oaktree Diversified Income Fund Inc. 19
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 19
Cibc World Markets Corp 19
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 19
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 19
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 19
CENTRAL TRUST Co 19
EverPoint Asset Management, LLC 19
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 19
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 19
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 19
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 19
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 19
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 19
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 19
Levin Capital Strategies, L.p. 19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 19
Janus Capital Management Llc 19
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 19
Alps Advisors Inc 19
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 19
State of Tennessee, Treasury Department 19
Profund Advisors Llc 19
Baird Financial Group, Inc. 19
Fjarde Ap-fonden /fourth Swedish National Pension Fund 19
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 19
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 19
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 19
Great Lakes Advisors, Llc 18
Retirement Systems of Alabama 18
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 18
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 18
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 18
Financial Architects, Inc 18
Lombard Odier Asset Management (Switzerland) SA 18
Moore Capital Management, Lp 18
Gemmer Asset Management LLC 18
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 18
Cresset Asset Management, LLC 18
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 18
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 18
New York State Teachers Retirement System 18
Xact Kapitalforvaltning AB 18
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 18
Sciencast Management LP 18
National Bank Of Canada /fi/ 18
Baystate Wealth Management LLC 18
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) 18
Treasurer of the State of North Carolina 18
Salem Investment Counselors Inc 18
Rehmann Capital Advisory Group 18
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 18
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 18
Teachers Retirement System Of The State Of Kentucky 18
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 18
SAC Capital Advisors LP 18
USS Investment Management Ltd 18
QCVAX - Clearwater Investment Trust - Clearwater International Fund 18
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 18
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 18
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 18
Keybank National Association/oh 18
Bartlett & Co. Wealth Management Llc 18
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 18
JNBA Financial Advisors 18
Gideon Capital Advisors, Inc. 18
Acrospire Investment Management LLC 18
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 18
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 18
Sargent Bickham Lagudis LLC 18
Geneos Wealth Management Inc. 18
NN Investment Partners Holdings N.V. 18
1832 Asset Management L.P. 18
Nuveen, LLC 18
IBM Retirement Fund 18
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 18
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18
Freestone Capital Holdings, LLC 18
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 18
First Eagle Investment Management, LLC 18
FineMark National Bank & Trust 18
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 18
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF 18
Gabelli Equity Series Funds Inc 18
Seacrest Wealth Management, Llc 18
Susquehanna Fundamental Investments, Llc 18
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 18
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 18
Calton & Associates, Inc. 18
State of Alaska, Department of Revenue 18
ACSKX - American Century Investment Trust - Short Duration Fund C Class 18
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 18
S. Muoio & Co. Llc 18
Sumitomo Mitsui DS Asset Management Company, Ltd 18
State of Wyoming 18
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 18
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 18
Zacks Investment Management 18
Graham Capital Management, L.P. 18
Catalyst Capital Advisors LLC 18
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 18
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 18
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 18
Quantitative Investment Management, LLC 18
United Capital Financial Advisers, Llc 18
Westchester Capital Management, LLC 18
E. Ohman J:or Asset Management AB 18
Moneta Group Investment Advisors Llc 18
Fuller & Thaler Asset Management, Inc. 18
Taconic Capital Advisors LP 18
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 18
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 18
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 18
Jennison Associates Llc 18
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 18
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 18
Lsv Asset Management 18
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 18
Sawtooth Solutions, LLC 18
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 18
Invictus RG Pte. Ltd. 18
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 18
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 18
Benjamin F. Edwards & Company, Inc. 18
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 18
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 18
Hillsdale Investment Management Inc. 18
Tocqueville Asset Management L.p. 18
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 18
Timber Hill LLC 18
Numeric Investors Llc 18
Segall Bryant & Hamill, Llc 18
Sofos Investments, Inc. 18
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 18
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 18
Virtus Global Dividend & Income Fund Inc. 18
Bb&t Securities, Llc 18
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 18
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 18
Lenox Wealth Advisors, LLC 18
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 18
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 18
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 18
Quadrature Capital Ltd 18
MML Series Investment Fund II - MML Blend Fund Initial Class 18
Bell Investment Advisors, Inc 18
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 18
Spot Trading L.L.C 18
Cullen/frost Bankers, Inc. 18
Sowell Financial Services LLC 18
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 18
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 18
Eaton Vance Floating-rate 2022 Target Term Trust 18
Artisan Partners Limited Partnership 18
Orion Portfolio Solutions, LLC 18
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 18
Guggenheim Strategic Opportunities Fund 18
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 18
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 18
Quinn Opportunity Partners LLC 18
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) 18
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 17
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 17
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 17
GFS Advisors, LLC 17
Wealthcare Capital Management Llc 17
Old National Bancorp /in/ 17
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 17
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 17
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 17
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 17
Farmers & Merchants Investments Inc 17
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 17
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 17
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 17
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 17
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 17
Royal London Asset Management Ltd 17
Sunbelt Securities, Inc. 17
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 17
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 17
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 17
Zweig-DiMenna Associates LLC 17
Stephens Inc /ar/ 17
Deere & Co 17
IHT Wealth Management, LLC 17
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 17
Venturi Wealth Management, LLC 17
Wetherby Asset Management Inc 17
Pimco Corporate & Income Strategy Fund 17
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 17
Sageworth Trust Co 17
Bokf, Na 17
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A 17
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 17
GLG Partners LP 17
Shelton Capital Management 17
Ameritas Investment Corp 17
FORA Capital, LLC 17
Earnest Partners Llc 17
Allianzgi Convertible & Income Fund Ii 17
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 17
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 17
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 17
Baldwin Brothers Inc/ma 17
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 17
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 17
Zions Bancorporation 17
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 17
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 17
Teza Capital Management LLC 17
S&co Inc 17
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 17
Cigna Investments Inc /new 17
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 17
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 17
Dupont Capital Management Corp 17
IndexIQ Advisors LLC 17
Pendal Group Ltd 17
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 17
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 17
Virtus Investment Advisers, Inc. 17
Standard Life Aberdeen plc 17
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 17
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 17
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 17
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 17
Exchange Traded Concepts, Llc 17
Algert Global Llc 17
Snowden Capital Advisors LLC 17
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 17
CFICX - CALVERT FUND - Calvert Income Fund Class A 17
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 17
Ci Investments Inc. 17
Yousif Capital Management, Llc 17
M&r Capital Management Inc 17
Van Eck Associates Corp 17
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 17
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 17
Compagnie Lombard Odier SCmA 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
Wintrust Investments Llc 17
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 17
Harbour Investments, Inc. 17
Ground Swell Capital, LLC 17
Tfs Capital Investment Trust 17
First New York Securities Llc /ny 17
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 17
ClariVest Asset Management LLC 17
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 17
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 17
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 17
Voya Senior Income Fund 17
Horizon Kinetics LLC 17
Private Capital Group, LLC 17
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 17
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 17
Jpmorgan Trust Iii 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
Empowered Funds, LLC 17
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 17
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 17
We Are One Seven, LLC 17
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 17
Winslow, Evans & Crocker, Inc. 17
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 17
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 17
Reaves W H & Co Inc 17
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 17
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 17
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 17
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 17
Convergence Investment Partners, LLC 17
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 17
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 17
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 17
Markston International Llc 17
Ossiam 17
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 17
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 17
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 17
Mycio Wealth Partners, Llc 17
SRS Capital Advisors, Inc. 17
Oppenheimer Etf Trust 17
Integrated Investment Consultants, LLC 17
Davidson Kempner Capital Management Lp 17
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 17
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 17
Farther Finance Advisors, LLC 17
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 17
Caption Management, LLC 17
SJS Investment Consulting Inc. 17
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 17
Jacobi Capital Management LLC 17
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 17
Allianzgi Convertible & Income Fund 17
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 17
Ronald Blue Trust, Inc. 17
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 17
Versor Investments LP 17
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 17
Cerebellum GP, LLC 16
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 16
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 16
AHL Partners LLP 16
First Trust High Yield Opportunities 2027 Term Fund 16
Forsta Ap-fonden 16
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 16
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 16
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 16
Northwest & Ethical Investments L.P. 16
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 16
Pictet Asset Management Holding SA 16
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 16
Tortoise Investment Management, LLC 16
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 16
P Schoenfeld Asset Management Lp 16
QCM Cayman, Ltd. 16
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 16
State Farm Variable Product Trust 16
Mason Street Advisors, Llc 16
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 16
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 16
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 16
Pentwater Capital Management LP 16
Transamerica Financial Advisors, Inc. 16
SG3 Management, LLC 16
Mraz, Amerine & Associates, Inc. 16
Harvest Management Llc 16
Qs Batterymarch Financial Management, Inc 16
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 16
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 16
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 16
Gdl Fund 16
Commonwealth Equity Services, Inc 16
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 16
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 16
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 16
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 16
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 16
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 16
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 16
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 16
Wexford Capital Lp 16
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 16
Parkwood LLC 16
Pimco Income Strategy Fund Ii 16
Manager Directed Portfolios - Pemberwick Fund Shares 16
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 16
Nuveen Floating Rate Income Opportunity Fund 16
Jnl Series Trust - Jnl/crescent High Income Fund (a) 16
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 16
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 16
Profunds - Profund Vp Oil & Gas 16
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 16
State Farm Mutual Fund Trust 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 16
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 16
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 16
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 16
Analytic Investors, LLC 16
Pinnacle Wealth Planning Services, Inc. 16
BTG Pactual Global Asset Management Ltd 16
Simon Quick Advisors, Llc 16
Arrowgrass Capital Partners (us) Lp 16
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 16
First City Capital Management, Inc. 16
Zions Bancorporation, N.A. 16
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 16
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 16
Johnson Financial Group, Inc. 16
Delpha Capital Management, Llc 16
GAMMA Investing LLC 16
Franklin Universal Trust 16
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 16
Capital Advisors, Ltd. LLC 16
Lord, Abbett & Co. Llc 16
Holocene Advisors, LP 16
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 16
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 16
Wealthfront Inc 16
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 16
Nissay Asset Management Corp /japan/ /adv 16
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 16
Jane Street Holding, LLC 16
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 16
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 16
Profunds - Profund Vp Consumer Services 16
Quantamental Technologies LLC 16
Teton Westwood Funds 16
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 16
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 16
Pimco Income Strategy Fund 16
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 16
Tcw Group Inc 16
Commerce Bank 16
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 16
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 16
Vestcor Inc 16
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 16
Clear Harbor Asset Management, LLC 16
Tompkins Financial Corp 16
American Funds Insurance Series 16
Arkadios Wealth Advisors 16
Chicago Equity Partners Llc 16
Pictet Asset Management Sa 16
Old Mutual Customised Solutions (proprietary) Ltd 16
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 16
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 16
MUFG Securities EMEA plc 16
Blackrock Floating Rate Income Trust 16
Weiss Asset Management LP 16
Mizuho Trust & Banking Co., Ltd. 16
Knight Capital Group, Inc. 16
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 16
Hussman Strategic Advisors, Inc. 16
First Citizens Bank & Trust Co 16
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 16
Rational Advisors Llc 16
Tobam 16
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 16
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 16
Vantagepoint Funds 16
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 16
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 16
DnB Asset Management AS 16
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 16
Northwestern Mutual Investment Management Company, Llc 16
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 16
Gateway Investment Advisers Llc 16
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 16
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 16
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 16
Absolute Return Capital, LLC 16
Maplelane Capital, Llc 16
Patriot Financial Group Insurance Agency, LLC 16
State Of Michigan Retirement System 16
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 16
C M Bidwell & Associates Ltd 16
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 16
Blackrock Floating Rate Income Strategies Fund, Inc. 16
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 16
ETRADE Capital Management LLC 16
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 16
Carlson Capital L P 16
Boston Private Bank & Trust Co 16
Dodge & Cox 16
Alphacrest Capital Management Llc 16
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 16
BBT Capital Management, LLC 16
SBI Securities Co., Ltd. 16
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 16
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 16
Sei Trust Co 16
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 16
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 16
Bluefin Trading, LLC 16
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 16
Aberdeen Global Income Fund Inc 16
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 16
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 16
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 16
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 16
Winton Diversified Opportunities Fund 16
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 16
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 16
Mizuho Securities Usa Llc 16
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 16
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 15
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 15
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 15
Banque Pictet & Cie Sa 15
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 15
WealthPLAN Partners, LLC 15
IWB - iSHARES TRUST - iShares Russell 1000 ETF 15
Pinnacle Financial Partners Inc 15
First Allied Advisory Services, Inc. 15
Intech Investment Management Llc 15
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 15
Cornercap Investment Counsel Inc 15
Whitebox Advisors Llc 15
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 15
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 15
Mutual Of America Capital Management Llc 15
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 15
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 15
Equitec Proprietary Markets, Llc 15
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 15
VTL Associates, LLC 15
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 15
Forum Funds 15
Reliance Trust Co Of Delaware 15
Paradigm Asset Management Co Llc 15
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 15
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 15
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 15
Gabelli Global Utility & Income Trust 15
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 15
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 15
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 15
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 15
Mint Tower Capital Management B.V. 15
RMB Capital Management, LLC 15
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 15
Avestar Capital, LLC 15
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 15
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 15
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 15
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 15
Diametric Capital, LP 15
JustInvest LLC 15
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 15
First Personal Financial Services 15
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 15
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 15
Smithfield Trust Co 15
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 15
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 15
Western Asset Diversified Income Fund 15
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 15
Perella Weinberg Partners Capital Management LP 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
DLD Asset Management, LP 15
J. Goldman & Co LP 15
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 15
Banque Cantonale Vaudoise 15
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 15
Creative Financial Designs Inc /adv 15
Oakbrook Investments Llc 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
True Wealth Design, LLC 15
Integrated Wealth Management 15
Wipfli Financial Advisors Llc, 15
Central Bank & Trust Co 15
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 15
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 15
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 15
Mizuho Asset Management Co.,Ltd. 15
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 15
Natixis Investment Managers International 15
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 15
Warren Averett Asset Management, LLC 15
Itau Unibanco Holding S.A. 15
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 15
Prospera Financial Services Inc 15
Cornerstone Capital Management Holdings Llc. 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
Boston Private Wealth Llc 15
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 15
Chevy Chase Trust Holdings, Inc. 15
Riverview Trust Co 15
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 15
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 15
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 15
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 15
Spot Trading L.l.c. 15
Ivy High Income Opportunities Fund 15
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 15
Dubuque Bank & Trust Co 15
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 15
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 15
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 15
Police & Firemen's Retirement System of New Jersey 15
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 15
Element Capital Management Llc 15
Mount Yale Investment Advisors, LLC 15
Calvert Investment Management, Inc. 15
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 15
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 15
Stone Ridge Asset Management LLC 15
Sequoia Financial Advisors, LLC 15
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 15
Boston Advisors Llc 15
Farallon Capital Management Llc 15
Weld Capital Management Llc 15
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 15
Coatue Management Llc 15
Coastal Investment Advisors, Inc. 15
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 15
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 15
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 15
Shinko Asset Management Co., Ltd. 15
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 15
Liberty Mutual Group Asset Management Inc. 15
Petrus Trust Company, LTA 15
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 15
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 15
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 15
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 15
Fiera Capital Corp 15
NuWave Investment Management, LLC 15
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 15
Advantage Investment Management, Llc 15
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 15
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 15
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 15
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 15
Nuveen Senior Income Fund 15
DRW Securities, LLC 15
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 15
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 15
Princeton Alpha Management LP 15
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 15
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 15
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 15
PIMCO FUNDS - PIMCO Short Asset Portfolio 15
Optimum Investment Advisors 15
Amalgamated Financial Corp. 15
Meiji Yasuda Life Insurance Co 15
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 15
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 15
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 15
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 15
Pinnacle Summer Investments, Inc. 15
Archford Capital Strategies, LLC 15
Claymore Exchange-traded Fund Trust 15
PACIFIC SELECT FUND - Core Income Portfolio Class I 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 15
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 15
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 15
Raymond James Trust N.a. 15
Hartland & Co., LLC 15
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 15
Placemark Investments, Inc. 15
Clinton Group Inc 15
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 15
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 15
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 15
Integral Derivatives, LLC 15
Fred Alger Management, Llc 15
Washington Trust Bank 15
FLDFX - Meeder Funds - BALANCED FUND Retail Class 15
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 15
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 15
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 15
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 15
Covington Capital Management 15
Zimmer Partners, LP 15
Penserra Capital Management LLC 15
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 15
RWC Asset Management LLP 15
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 15
AGF Investments LLC 15
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 15
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 15
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 15
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 15
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 15
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 15
Parisi Gray Wealth Management 15
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 14
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 14
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 14
Tcs Capital Management Llc 14
Skopos Labs, Inc. 14
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 14
Mariner Investment Group Llc 14
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 14
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 14
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 14
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 14
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 14
Hoxton Financial, Inc. 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 14
CI Private Wealth, LLC 14
Joel Isaacson & Co., LLC 14
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 14
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 14
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 14
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 14
New England Securities Corp /MA/ 14
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 14
Everence Capital Management Inc 14
Corebridge Financial, Inc. 14
Royce & Associates Lp 14
TIG Advisors, LLC 14
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 14
Westport Resources Management Inc 14
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 14
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 14
Private Management Group Inc 14
Louisiana State Employees Retirement System 14
SeaBridge Investment Advisors LLC 14
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 14
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 14
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 14
Shapiro Robert N 14
MERVX - MERGER FUND VL - The Merger Fund VL 14
Larson Financial Group LLC 14
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 14
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 14
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 14
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 14
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 14
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 14
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 14
Twin Capital Management Inc 14
Klp Kapitalforvaltning As 14
Texas Permanent School Fund 14
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 14
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 14
Delta Asset Management Llc/tn 14
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 14
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 14
RidgeWorth Capital Management LLC 14
Estabrook Capital Management 14
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 14
Ibex Wealth Advisors 14
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 14
Alpine Associates Management Inc. 14
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 14
Stonehage Fleming Financial Services Holdings Ltd 14
Alexandria Capital, LLC 14
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 14
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 14
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 14
Allegis Investment Advisors, LLC 14
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 14
Flagship Harbor Advisors, Llc 14
Edmond De Rothschild Holding S.a. 14
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 14
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 14
MARSHALL WACE ASIA Ltd 14
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 14
Fore Capital, LLC 14
Gabelli Utility Trust 14
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 14
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 14
PIMCO FUNDS - PIMCO Sector Fund Series - I 14
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 14
PPM Funds - PPM Long Short Credit Fund (Inst) 14
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 14
Guggenheim Credit Allocation Fund 14
Focused Wealth Management, Inc 14
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 14
Capital Analysts, Inc. 14
Tradeworx Inc. 14
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 14
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 14
Wilbanks Smith & Thomas Asset Management Llc 14
BlackRock ETF Trust II - BlackRock High Yield ETF 14
San Francisco Sentry Investment Group (ca) 14
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 14
VHYLX - VALIC Co I - High Yield Bond Fund 14
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 14
Gryphon Financial Partners LLC 14
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 14
YorkBridge Wealth Partners, LLC 14
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 14
Segantii Capital Management Ltd 14
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 14
Twinbeech Capital Lp 14
Institute for Wealth Management, LLC. 14
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 14
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 14
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 14
Capital International Investors 14
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 14
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 14
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 14
Dai-ichi Life Holdings, Inc. 14
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 14
Vanguard Whitehall Funds 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 14
Mv Capital Management, Inc. 14
Fieldpoint Private Securities, LLC 14
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 14
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 14
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 14
Municipal Employees' Retirement System of Michigan 14
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 14
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 14
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 14
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 14
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 14
Ascend Capital, Llc 14
Elite Wealth Management, Inc. 14
Virginia Retirement System 14
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 14
National Planning Corp 14
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 14
FNY Partners Fund LP 14
Epoch Investment Partners, Inc. 14
Coldstream Capital Management Inc 14
Capula Management Ltd 14
Headlands Technologies LLC 14
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 14
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 14
Hancock Whitney Corp 14
Tredje AP-fonden 14
GIMFX - GMO TRUST - GMO Implementation Fund 14
Scotia Capital Inc. 14
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 14
Vontobel Holding Ltd. 14
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 14
Nuveen Real Asset Income & Growth Fund 14
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 14
Allstate Corp 14
Exane Derivatives 14
Interchange Capital Partners, LLC 14
Cable Hill Partners, LLC 14
VCHYX - VALIC Co II - High Yield Bond Fund 14
Guggenheim Active Allocation Fund 14
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 14
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 14
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 14
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 14
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 14
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 14
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 14
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 14
Jupiter Asset Management Ltd 14
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 14
Pnc Funds 14
BDO Wealth Advisors, LLC 14
Dark Forest Capital Management Lp 14
Paulson & Co. Inc. 14
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 14
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 14
Hm Payson & Co 14
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 14
Schubert & Co 14
National Pension Service 14
Caitong International Asset Management Co., Ltd 14
Westside Investment Management, Inc. 14
Wealth Enhancement Advisory Services, Llc 14
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 14
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 14
PENN SERIES FUNDS INC - High Yield Bond Fund 14
Clearline Capital LP 14
Franklin Ltd Duration Income Trust 14
Glg Llc 14
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 14
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 14
Altshuler Shaham Ltd 14
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 14
Hosking Partners LLP 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 14
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 14
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 14
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 14
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 14
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 14
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 14
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 14
Bridgefront Capital, LLC 14
Contravisory Investment Management, Inc. 14
Hartford Investment Management Co 14
FinTrust Capital Advisors, LLC 14
Fort, L.p. 14
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 14
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 14
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 13
Mirabella Financial Services Llp 13
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 13
Yorktown Management & Research Co Inc 13
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 13
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 13
Westfield Capital Management Co Lp 13
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 13
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 13
Steward Financial Group LLC 13
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 13
Meridian Wealth Partners, LLC 13
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 13
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 13
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 13
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 13
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 13
Pitcairn Co 13
Asset Dedication, LLC 13
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 13
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 13
Old Mutual Global Investors (UK) Ltd. 13
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 13
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 13
Brinker Capital Inc 13
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 13
Aristeia Capital Llc 13
NewSquare Capital LLC 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
Global X Management CO LLC 13
IFM Investors Pty Ltd 13
Kanaly Trust Co 13
Aquatic Capital Management LLC 13
Fort Washington Investment Advisors Inc /oh/ 13
Capital Bank & Trust Co 13
BI Asset Management Fondsmaeglerselskab A/S 13
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 13
Independent Portfolio Consultants, Inc. 13
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 13
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 13
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 13
Discovery Capital Management, Llc / Ct 13
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 13
Belpointe Asset Management LLC 13
Brevan Howard Capital Management LP 13
Rydex Etf Trust 13
Northern Trust Co Of Connecticut 13
Quent Capital, LLC 13
Guardian Wealth Advisors, LLC 13
Oaktree Capital Management Lp 13
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 13
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 13
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 13
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 13
Honeycomb Asset Management LP 13
Humankind Benefit Corp - Humankind US Stock ETF 13
Agf Investments Inc. 13
Seizert Capital Partners, Llc 13
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 13
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 13
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 13
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 13
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 13
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 13
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 13
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 13
Meiji Yasuda Asset Management Co Ltd. 13
Tyers Asset Management LLC 13
Criterion Capital Management Llc 13
Ab Pooling Portfolios 13
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 13
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 13
CR Intrinsic Investors, LLC 13
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 13
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 13
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 13
Trustcore Financial Services, Llc 13
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 13
Crewe Advisors LLC 13
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 13
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 13
Aberdeen Asset Management Plc/uk 13
HighVista Strategies LLC 13
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 13
Loeb Partners Corp 13
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 13
AlphaOne Investment Services, LLC 13
Alpha Paradigm Partners, LLC 13
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 13
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 13
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 13
Beese Fulmer Investment Management, Inc. 13
Cowen And Company, Llc 13
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 13
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 13
James Investment Research Inc 13
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 13
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 13
Maryland State Retirement & Pension System 13
Aaron Wealth Advisors LLC 13
CLARET ASSET MANAGEMENT Corp 13
Rockefeller Financial Services Inc 13
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 13
Disciplined Investments, LLC 13
Savant Capital, LLC 13
Beck Mack & Oliver Llc 13
Gofen & Glossberg Llc /il/ 13
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 13
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 13
Weiss Strategic Interval Fund 13
JJJ Advisors Inc. 13
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 13
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 13
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 13
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 13
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 13
CT Financial Advisors LLC 13
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 13
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 13
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 13
Redpoint Investment Management Pty Ltd 13
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 13
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 13
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 13
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 13
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 13
Bluefin Capital Management, Llc 13
Kestra Advisory Services, LLC 13
Opera Trading Capital 13
Nuveen Diversified Dividend & Income Fund 13
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 13
Picton Mahoney Asset Management 13
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 13
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 13
Tokio Marine Asset Management Co Ltd 13
Capital Research Global Investors 13
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 13
MOGLX - Gabelli Innovations Trust - Gabelli Media Mogul Fund 13
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 13
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 13
Pimco High Income Fund 13
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 13
Wittenberg Investment Management, Inc. 13
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 13
Irish Life Investment Managers Ltd. 13
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 13
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 13
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 13
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 13
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 13
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 13
Pearl River Capital, LLC 13
Kemnay Advisory Services Inc. 13
Vantage Investment Advisors, LLC 13
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 13
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 13
Valley National Advisers Inc 13
City Holding Co 13
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 13
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 13
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 13
VCGAX - VALIC Co I - Growth & Income Fund 13
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 13
Karpas Strategies, Llc 13
Eagle Capital Management Llc 13
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 13
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 13
Atom Investors LP 13
Gargoyle Investment Advisor L.L.C. 13
Delta Lloyd Nv 13
Fidelity Multi-Strategy Credit Fund 13
Mercer Global Advisors Inc /adv 13
Prestige Wealth Management Group LLC 13
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 13
MBOVX - M FUND INC - M Large Cap Value Fund 13
Contour Asset Management LLC 13
Trust Department Mb Financial Bank N A 13
Point72 Asia (Singapore) Pte. Ltd. 13
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 13
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 13
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 13
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 13
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 13
URTH - iShares, Inc. - iShares MSCI World ETF 13
Stux Capital Management, LLC 13
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 13
Ingalls & Snyder Llc 13
Stifel Nicolaus & Co Inc \mo\ 13
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 13
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 13
New Jersey Better Educational Savings Trust 13
New Mexico Educational Retirement Board 13
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 13
Gardner Lewis Asset Management L P 13
Canyon Capital Advisors Llc 13
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 13
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 13
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 13
Wealthcare Advisory Partners LLC 13
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 13
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 13
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 13
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 13
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 13
Erste Asset Management GmbH 13
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 13
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 13
Illinois Municipal Retirement Fund 13
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 13
Santa Fe Partners LLC 13
Aris Wealth Services, Inc. 13
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 13
Ajo, Lp 13
Rothschild Investment Llc 13
Jump Trading, LLC 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 13
Societe Generale 13
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 13
Greenleaf Trust 13
Mariner Wealth Advisors-NYC, LLC 13
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 13
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 13
Antonetti Capital Management LLC 13
WASHINGTON TRUST Co 13
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 13
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 13
Index Management Solutions, LLC 13
EntryPoint Capital, LLC 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 13
Green Arrow Capital Management Llc 13
Capital International Sarl 13
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 13
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 13
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 13
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 13
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 13
Capital Group KKR Multi-Sector (plus) 13
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 13
Horizon Kinetics Asset Management Llc 12
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 12
Act Ii Management, Lp 12
First Horizon Corp 12
Nuveen Global High Income Fund 12
Mml Investors Services, Llc 12
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 12
York Capital Management Global Advisors, LLC 12
NJ State Employees Deferred Compensation Plan 12
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 12
Eagle Bay Advisors LLC 12
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 12
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 12
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 12
Avantax Planning Partners, Inc. 12
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12
Transamerica Partners Funds Group 12
Bardin Hill Management Partners Lp 12
Nuveen Tax Advantaged Total Return Strategy Fund 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 12
Point72 Middle East FZE 12
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 12
Glade Brook Capital Partners Llc 12
Cordant, Inc. 12
Eaton Vance Floating-rate Income Plus Fund 12
Driehaus Capital Management Llc 12
Parametrica Management Ltd 12
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 12
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 12
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 12
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 12
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 12
Transamerica Partners Portfolios 12
Intact Investment Management Inc. 12
Alyeska Investment Group, L.P. 12
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 12
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 12
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 12
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 12
Burt Wealth Advisors 12
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 12
Ethic Inc. 12
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 12
CX Institutional 12
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 12
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 12
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 12
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 12
Nokota Management, LP 12
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 12
ArrowMark Colorado Holdings LLC 12
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 12
Reilly Financial Advisors, Llc 12
Gables Capital Management Inc. 12
PointState Capital LP 12
People's United Financial, Inc. 12
Icon Advisers Inc/co 12
PENN SERIES FUNDS INC - Small Cap Index Fund 12
Clarkston Capital Partners, LLC 12
CenterStar Fund, LLC 12
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 12
Claybrook Capital, LLC 12
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 12
Symmetry Partners, LLC 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 12
Hemington Wealth Management 12
Williams Jones & Associates LLC 12
Harvest Fund Management Co., Ltd 12
Conning Inc. 12
Cantab Capital Partners LLP 12
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 12
MU Investments Co., Ltd. 12
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 12
Invictus RG 12
Empirical Finance, LLC 12
Bfsg, Llc 12
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 12
YHB Investment Advisors, Inc. 12
Transamerica Partners Funds Group Ii 12
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 12
Bank Of Hawaii 12
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 12
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 12
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 12
Baker Avenue Asset Management, LP 12
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 12
Waldron Private Wealth LLC 12
CoreCap Advisors, LLC 12
Passport Capital, LLC 12
OTA Financial Group L.P. 12
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 12
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 12
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 12
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 12
Independent Advisor Alliance 12
Banco Santander, S.A. 12
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 12
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 12
Gluskin Sheff & Assoc Inc 12
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 12
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 12
John Hancock Hedged Equity & Income Fund 12
IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF 12
Investors Research Corp 12
Advisory Research Inc 12
Nicholas Investment Partners, LP 12
Financial Gravity Companies, Inc. 12
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 12
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 12
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 12
Allen Investment Management LLC 12
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 12
Perpetual Ltd 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 12
Empyrean Capital Partners, LP 12
NatWest Group plc 12
Janney Capital Management LLC 12
Dai-Ichi Life Insurance Company, Ltd 12
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 12
SRTTX - SMA RELATIONSHIP TRUST - Series T 12
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 12
Principal Securities, Inc. 12
PenderFund Capital Management Ltd. 12
TriOaks Capital Management L.P. 12
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 12
Berkley W R Corp 12
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 12
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 12
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 12
Private Wealth Management Group, LLC 12
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 12
Howard Hughes Medical Institute 12
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 12
Global Financial Private Client, LLC 12
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 12
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 12
Point72 (DIFC) Ltd 12
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 12
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 12
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 12
Bogle Investment Management L P /de/ 12
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 12
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 12
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 12
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 12
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 12
Smartleaf Asset Management LLC 12
Rothschild Asset Management Inc 12
Swedbank AB 12
Daiwa Capital Markets America Inc. 12
PGGM Investments 12
Column Capital Advisors, LLC 12
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 12
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 12
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 12
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 12
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 12
FUKOKU MUTUAL LIFE INSURANCE Co 12
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 12
Ares Dynamic Credit Allocation Fund, Inc. 12
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 12
Wunderlich Securities, Inc. 12
Pinnacle Bancorp, Inc. 12
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 12
TRUE Private Wealth Advisors 12
City National Bank 12
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 12
Pcm Fund, Inc. 12
Securian Asset Management, Inc 12
Csenge Advisory Group 12
Edge Advisors, Llc 12
Summit Global Investments 12
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 12
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 12
Bogart Wealth, LLC 12
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 12
Athena Capital Advisors Llc 12
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 12
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 12
Vanguard Morgan Growth Fund 12
CAPROCK Group, Inc. 12
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 12
Boussard & Gavaudan Investment Management LLP 12
Bb&t Investment Services, Inc. 12
Kore Private Wealth LLC 12
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 12
Kayne Anderson Rudnick Investment Management Llc 12
Partners Group Private Equity (master Fund), Llc 12
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 12
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 12
Foxhaven Asset Management, LP 12
Blue Arrow Capital Management Llc 12
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 12
SECOR Capital Advisors, LP 12
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 12
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 12
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 12
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 12
Capital Group KKR Core Plus (plus) 12
Capital Performance Advisors Llp 12
Old Mission Capital Llc 12
Princeton Global Asset Management LLC 12
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 12
Quest Capital Management Inc /adv 12
Toroso Investments, LLC 12
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 12
Denali Advisors Llc 12
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 12
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 12
Credit Suisse Asset Management Income Fund Inc 12
South Dakota Investment Council 12
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 12
King Luther Capital Management Corp 12
International Assets Investment Management, Llc 12
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 12
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 12
Lloyds Banking Group plc 12
Seeyond 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 12
Goldentree Asset Management Lp 12
AustralianSuper Pty Ltd 12
Bronson Point Management LLC 12
Sandler Capital Management 12
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 12
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 12
Ssi Investment Management Llc 12
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 12
Stevens First Principles Investment Advisors 12
Artemis Investment Management LLP 12
SpiderRock Trading LLC 12
Golden State Wealth Management, LLC 12
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 12
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 12
Dialectic Capital Management, Lp 12
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 12
Cranbrook Wealth Management, LLC 12
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 12
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 12
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 12
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 12
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 12
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 12
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 11
Oppenheimer Variable Account Funds 11
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 11
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 11
Pimco Income Opportunity Fund 11
Pimco Global Stocksplus & Income Fund 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 11
Sigma Planning Corp 11
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 11
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 11
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 11
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 11
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 11
CTC Alternative Strategies, Ltd. 11
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 11
F&C Asset Management plc 11
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 11
Shapiro Capital Management Llc 11
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 11
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 11
Corvex Management LP 11
CenturyLink Investment Management Co 11
Montag A & Associates Inc 11
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 11
Paragon Capital Management Ltd 11
Nine Chapters Capital Management LLC 11
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 11
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 11
Highstreet Asset Management Inc. 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 11
Mitsubishi UFJ Securities Holdings Co., Ltd. 11
Partnervest Advisory Services LLC 11
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 11
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 11
Hanseatic Management Services Inc 11
Macroview Investment Management Llc 11
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 11
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 11
Belvedere Trading LLC 11
Ledyard National Bank 11
QUANTRES ASSET MANAGEMENT Ltd 11
Harbor Investment Advisory, Llc 11
First Interstate Bank 11
Koch Industries Inc 11
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 11
Opal Wealth Advisors, LLC 11
Navellier & Associates Inc 11
Vantage Consulting Group Inc 11
Clark Capital Management Group, Inc. 11
qPULA Trading Management LP 11
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 11
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 11
Manikay Partners, LLC 11
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 11
Zeno Research, LLC 11
Luxor Capital Group, LP 11
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 11
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 11
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 11
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 11
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 11
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 11
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 11
Highland Capital Management, Llc 11
Optiver Holding B.V. 11
Money Concepts Capital Corp 11
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 11
Eudaimonia Partners, LLC 11
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 11
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 11
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 11
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 11
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 11
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 11
Corsair Capital Management, L.p. 11
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 11
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 11
CVA Family Office, LLC 11
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 11
Ohio National Investments, Inc. 11
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 11
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 11
Wellington Shields Capital Management, LLC 11
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 11
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 11
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 11
Sun Life Financial Inc 11
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 11
Regal Investment Advisors LLC 11
Kistler-Tiffany Companies, LLC 11
Ausdal Financial Partners, Inc. 11
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 11
Profunds - Profund Vp Ultrasmall-cap 11
Profunds - Profund Vp Small-cap 11
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 11
Endurance Wealth Management, Inc. 11
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 11
Maple Securities Usa Inc 11
Mercer Capital Advisers, Inc. 11
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 11
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 11
Caas Capital Management Lp 11
Kentucky Retirement Systems Insurance Trust Fund 11
Folger Hill Asset Management LP 11
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 11
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 11
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 11
Hl Financial Services Llc 11
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 11
AMF Pensionsforsakring AB 11
Cetera Investment Advisers 11
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 11
Tcwp Llc 11
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 11
Marathon Trading Investment Management LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 11
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 11
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 11
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 11
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 11
Fic Capital Inc 11
Bp Plc 11
Nelson Capital Management, LLC 11
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 11
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 11
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 11
Axq Capital, Lp 11
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 11
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11
Quarry LP 11
Silvercrest Asset Management Group Llc 11
MML Series Investment Fund II - MML Equity Rotation Fund Class II 11
Bailard, Inc. 11
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11
Edgestream Partners, L.P. 11
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 11
Fisher Asset Management, LLC 11
Nebula Research & Development LLC 11
Constellation Wealth Advisors, LLC 11
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 11
Harber Asset Management Llc 11
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 11
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 11
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 11
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 11
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity 11
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 11
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 11
Thrax Management, LLC 11
Mosaic Family Wealth, LLC 11
JS Capital Management LLC 11
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 11
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 11
Associated Banc-corp 11
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 11
Bluestein R H & Co 11
Bruce G. Allen Investments, LLC 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 11
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 11
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 11
Institutional & Family Asset Management, Llc 11
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 11
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 11
ARS Investment Partners, LLC 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
BlackRock Multi-Sector Opportunities Trust II 11
Pathstone Holdings, LLC 11
GV Financial Advisors 11
Zeke Capital Advisors, Llc 11
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 11
Wedge Capital Management L L P/nc 11
Jackson Credit Opportunities Fund 11
Malone John C 11
Arcadia Investment Management Corp/mi 11
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 11
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 11
RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class 11
NSIDX - Northern Funds - Northern Small Cap Index Fund 11
Loeb Offshore Management LP 11
BlueCrest Capital Management LLP 11
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 11
Portland Investment Counsel Inc. 11
Bryn Mawr Capital Management Inc 11
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 11
Td Private Client Wealth Llc 11
Brookfield Asset Management Inc. 11
Weik Capital Management 11
Man Investments Ltd 11
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 11
Delphi Private Advisors LLC 11
Catalyst Funds Management Pty Ltd 11
Arden Investment Series Trust 11
New Mountain Vantage Advisers, L.l.c. 11
Patten Group, Inc. 11
III Capital Management 11
Arden Trust Co 11
BRYN MAWR TRUST Co 11
Sentry Investment Management Llc 11
Kentucky Retirement Systems 11
Fiduciary Trust Co 11
Etf Managers Group, Llc 11
Neo Ivy Capital Management 11
Duality Advisers, Lp 11
Samlyn Capital, Llc 11
Bourgeon Capital Management Llc 11
Enlightenment Research, LLC 11
Ellevest, Inc. 11
PPM Funds - PPM Floating Rate Income Fund (Inst) 11
American Beacon Apollo Total Return Fund 11
First Capital Advisors Group, LLC. 11
Motco 11
Atlas Capital Advisors Llc 11
Oribel Capital Management, LP 11
MANA Advisors LLC 11
Icon Wealth Partners, LLC 11
BBVA USA Bancshares, Inc. 11
Legacy Financial Advisors, Inc. 11
Douglass Winthrop Advisors, LLC 11
CenterStar Asset Management, LLC 11
Bedel Financial Consulting, Inc. 11
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 11
EBI - RBB Fund Trust - Longview Advantage ETF 11
Intellectus Partners, LLC 11
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 11
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 11
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 11
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 11
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 11
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 11
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 11
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 11
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 11
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 11
Credit Suisse High Yield Bond Fund 11
Highland Capital Management Lp 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 11
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 11
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 11
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 11
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 11
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 11
Voya Prime Rate Trust 11
Cca Investments Trust 11
Allianzgi Convertible & Income 2024 Target Term Fund 11
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 11
Nuveen Short Duration Credit Opportunities Fund 11
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 11
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 11
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 11
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 11
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 11
Delaware Vip Trust - Delaware Vip Value Series Standard Class 11
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 11
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 11
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 10
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 10
Brahman Capital Corp. 10
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 10
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 10
Clark Estates Inc/ny 10
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 10
Eos Management, L.P. 10
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 10
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 10
Calamos Wealth Management LLC 10
Brewin Dolphin Wealth Management Ltd 10
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 10
Dfa Investment Trust Co - The U.s. Large Cap Value Series 10
Shay Capital LLC 10
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 10
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 10
State of New Jersey Common Pension Fund A 10
Prime Capital Investment Advisors, LLC 10
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 10
Jat Capital Management, L.p. 10
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 10
R.H. Dinel Investment Counsel, Inc. 10
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 10
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 10
Zurich Insurance Group Ltd/FI 10
Pinkerton Retirement Specialists, LLC 10
Orrstown Financial Services Inc 10
Ivory Investment Management, Llc 10
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 10
Liberty Wealth Management Llc 10
Cannell Peter B & Co Inc 10
Norinchukin Bank, The 10
Banco de Sabadell, S.A 10
Waratah Capital Advisors Ltd. 10
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 10
Measured Wealth Private Client Group, LLC 10
Global Endowment Management, LP 10
Kornitzer Capital Management Inc /ks 10
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 10
Lee Financial Co 10
Sound Income Strategies, LLC 10
Financial Management Professionals, Inc. 10
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 10
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 10
Pacific Alternative Asset Management Company, Llc 10
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 10
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 10
Advanced Series Trust - Ast Small-cap Growth Portfolio 10
Exxonmobil Investment Management Inc /tx 10
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 10
APBAX - Cavanal Hill Funds - Active Core Fund Investor 10
JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF 10
WealthTrust-Arizona, LLC 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 10
Kiley Juergens Wealth Management, Llc 10
Winfield Associates, Inc. 10
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 10
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 10
Mfs Intermediate Income Trust 10
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 10
New York Life Investment Management Llc 10
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 10
IWM - iSHARES TRUST - iShares Russell 2000 ETF 10
Claro Advisors LLC 10
First Foundation Advisors 10
Pimco Flexible Credit Income Fund 10
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 10
Vigilant Capital Management, LLC 10
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 10
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 10
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 10
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 10
Lenox Wealth Management, Inc. 10
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 10
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 10
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 10
DAACX - Adviser Managed Trust - Diversified Equity Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10
Cumberland Partners Ltd 10
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 10
Clough Global Equity Fund 10
BerganKDV Wealth Management, LLC 10
Hall Laurie J Trustee 10
Burney Co/ 10
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 10
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 10
Baird Robert W & Co Inc /wi/ 10
Clough Global Dividend & Income Fund 10
Tfo-tdc, Llc 10
PFM Health Sciences, LP 10
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 10
Capital International Ltd /ca/ 10
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 10
Hirtle Callaghan & Co LLC 10
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 10
Signition Lp 10
Balter Liquid Alternatives, LLC 10
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 10
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 10
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 10
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 10
Vanguard Horizon Funds 10
Clough Global Opportunities Fund 10
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 10
Mckinley Capital Management Llc /delaware 10
Horizons Etf Trust I 10
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 10
Standard Life Investments LTD 10
Todd Asset Management Llc 10
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 10
Park Avenue Securities Llc 10
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 10
Harris Associates L P 10
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 10
Cove Street Capital, LLC 10
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 10
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 10
Ckw Financial Group 10
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 10
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 10
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 10
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 10
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 10
Neuburgh Advisers LLC 10
Ostrum Asset Management 10
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 10
Cinctive Capital Management LP 10
Alera Investment Advisors, LLC 10
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 10
Private Ocean, LLC 10
Carolinas Wealth Consulting Llc 10
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 10
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 10
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 10
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 10
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio 10
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 10
Western Asset Variable Rate Strategic Fund Inc. 10
Hexagon Capital Partners LLC 10
Nikko Asset Management Americas, Inc. 10
Eubel Brady & Suttman Asset Management Inc 10
Palladium Partners Llc 10
Independence Capital Asset Partners, LLC 10
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 10
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 10
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 10
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 10
Washington Trust Advisors, Inc. 10
Bellwether Investment Group, LLC 10
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 10
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 10
USA Financial Portformulas Corp 10
CenterBook Partners LP 10
Shannon River Fund Management LLC 10
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 10
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 10
JOCEX - Advisers Investment Trust - JOHCM Credit Income Fund Class I Shares 10
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 10
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 10
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 10
Rosenberg Matthew Hamilton 10
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 10
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 10
High Point Bank & Trust Co 10
Cribstone Capital Management, LLC 10
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 10
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 10
Fortis Advisors, LLC 10
Li Winifred I 10
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
Advisor Partners Llc 10
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 10
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A 10
Lombard Odier Asset Management (Europe) Ltd 10
Private Capital Advisors, Inc. 10
Tfs Capital Llc 10
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 10
Miura Global Management, LLC 10
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 10
Twin Peaks Wealth Advisors, LLC 10
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 10
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 10
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 10
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 10
Fortitude Family Office, LLC 10
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 10
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 10
Cadence Capital Management Llc 10
Hudock, Inc. 10
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 10
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 10
Versus Capital Infrastructure Income Fund 10
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 10
Penn Capital Management Co Inc 10
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 10
Legg Mason Investment Counsel, LLC 10
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 10
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 10
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class 10
Nippon Life Insurance Co 10
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 10
TradeLink Capital LLC 10
Bislett Management, Llc 10
Platinum Management (NY) LLC 10
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 10
Mather Group, Llc. 10
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 10
Catapult Capital Management Llc 10
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 10
Gerry Farber, LLC 10
Sanctuary Wealth Advisors, LLC 10
Formidable Asset Management, LLC 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 10
Koshinski Asset Management, Inc. 10
Barrow Hanley Mewhinney & Strauss Llc 10
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 10
Eagle Asset Management Inc 10
Pax World Management Llc 10
Coronation Fund Managers Ltd. 10
Globeflex Capital L P 10
Anchor Capital Advisors Llc 10
Qci Asset Management Inc/ny 10
Blue Bell Private Wealth Management, Llc 10
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 10
Parkworth Wealth Management, Inc. 10
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 10
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 10
Berkshire Hathaway Inc 10
Stonebridge Capital Advisors LLC 10
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 10
GPS Wealth Strategies Group, LLC 10
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 10
SLPIX - Profunds - Small-cap Profund Investor Class 10
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 10
Tlp Group Llc 10
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 10
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 10
Western Asset Management Company, LLC 10
Global X Funds 10
Regentatlantic Capital Llc 10
Deltec Asset Management Llc 10
Elliott Management Corporation 10
Alambic Investment Management, L.P. 10
Readystate Asset Management Lp 10
Realm Partners LLC 10
Sherbrooke Park Advisers Llc 10
Tiger Eye Capital LLC 10
K.J. Harrison & Partners Inc 10
Searle & Co. 10
Vestmark Advisory Solutions, Inc. 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 10
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 10
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 10
Capital International Inc /ca/ 10
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 10
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 10
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 10
Worldquant Millennium Advisors Llc 10
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 10
HSBC FUNDS - HSBC Strategic Income Fund Class A 10
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 10
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
Shaolin Capital Management LLC 10
HSBC FUNDS - HSBC High Yield Fund Class A 10
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 10
NorthCoast Asset Management LLC 10
Edge Wealth Management LLC 10
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 10
Crestline Management, LP 10
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 10
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 10
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 10
Dreman Value Management, L L C 10
TD Waterhouse Canada Inc. 10
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 10
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 10
Nuveen Core Equity Alpha Fund 10
Mason Street Advisors, Llc 10
Gierl Augustine Investment Management Inc 10
Blackrock Multi-sector Opportunities Trust 10
Twin Securities, Inc. 10
Palestra Capital Management LLC 10
Rotella Capital Management, Inc. 10
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 10
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 10
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 10
Scopus Asset Management, L.p. 10
Barrett Asset Management, LLC 10
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 10
Arnhold LLC 10
Jabre Capital Partners S.A. 10
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 10
CPSIX - Unified Series Trust - Fci Bond Fund 10
Pimco Dynamic Credit & Mortgage Income Fund 10
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 10
Elo Mutual Pension Insurance Co 10
Sutton Wealth Advisors Inc. 10
Castleview Partners, Llc 10
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
Moors & Cabot, Inc. 10
Park Avenue Institutional Advisers LLC 10
Telemus Capital, Llc 10
Entropy Technologies, LP 10
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 10
Guardian Life Insurance Co Of America 10
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 10
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 10
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 10
Allianzgi Equity & Convertible Income Fund 10
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 10
TradeLink Global Equity LLC 10
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 9
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 9
Spears Abacus Advisors LLC 9
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 9
Napier Park Global Capital (US) LP 9
Marianas Fund Management Llc 9
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 9
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 9
Alaska Permanent Fund Corp 9
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 9
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 9
Ilmarinen Mutual Pension Insurance Co 9
Schonfeld Group Holdings LLC 9
Pacitti Group Inc. 9
Cleararc Capital Inc 9
Anchorage Capital Group, L.L.C. 9
Quest Partners LLC 9
Clough Capital Partners L P 9
Gerstein Fisher 9
Delphi Management Inc /ma/ 9
Aster Capital Management (DIFC) Ltd 9
Avion Wealth 9
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 9
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 9
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 9
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 9
Harbour Capital Advisors, LLC 9
D'Orazio & Associates, Inc. 9
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 9
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 9
Anchor Investment Management, LLC 9
40 North Management LLC 9
Basso Capital Management, L.p. 9
Supplemental Annuity Collective Trust of NJ 9
Apollo Management Holdings, L.P. 9
Hi-Line Capital Management, LLC 9
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 9
Next Financial Holdings 9
Key FInancial Inc 9
Psagot Investment House Ltd. 9
Rocky Mountain Advisers, Llc 9
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 9
Manning & Napier Advisors Llc 9
Machina Capital S.a.s. 9
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 9
Qtron Investments LLC 9
Stanford Investment Group, Inc. 9
LBA Wealth Management, LLC 9
Wealthspire Advisors, LLC 9
Naya Capital Management Uk Ltd 9
Corient Capital Partners, LLC 9
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 9
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 9
R Squared Ltd 9
Partner Investment Management, L.P. 9
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 9
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 9
Sessa Capital IM, L.P. 9
St. Johns Investment Management Company, LLC 9
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 9
Asahi Life Asset Management Co., Ltd. 9
CSat Investment Advisory, L.P. 9
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 9
Kovitz Investment Group Partners, LLC 9
Teton Advisors, Inc. 9
First Command Bank 9
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 9
First Command Financial Services, Inc. 9
Hotchkis & Wiley Capital Management Llc 9
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 9
Harbor Advisors LLC 9
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 9
Eqis Capital Management, Inc. 9
Wedbush Securities Inc 9
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 9
Centricity Wealth Management, LLC 9
BW Gestao de Investimentos Ltda. 9
Putnam ETF Trust - Putnam ESG High Yield ETF - 9
Sugarloaf Wealth Management, LLC 9
Allred Capital Management, LLC 9
Ieq Capital, Llc 9
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 9
Roble, Belko & Company, Inc 9
Delta Investment Management, LLC 9
Lee Danner & Bass Inc 9
University Of Notre Dame Du Lac 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 9
Signet Financial Management, Llc 9
Vectors Research Management, LLC 9
AIA Investment Management Private Ltd 9
Advisory Alpha, LLC 9
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 9
Inceptionr Llc 9
Ruane, Cunniff & Goldfarb Inc 9
Apollo Senior Floating Rate Fund Inc. 9
Riggs Asset Managment Co. Inc. 9
Jana Partners Llc 9
Suvretta Capital Management, Llc 9
Cambria Investment Management, L.P. 9
Mendota Financial Group, LLC 9
Lakewood Capital Management, Lp 9
Dynamic Advisor Solutions LLC 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 9
Tealwood Asset Management Inc 9
Amici Capital, LLC 9
Whitener Capital Management, Inc. 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
McIlrath & Eck, LLC 9
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 9
Stoneridge Investment Partners Llc 9
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 9
Beach Investment Counsel Inc/pa 9
Colonial Trust Co / SC 9
Wagner Wealth Management, Llc 9
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 9
Northwest Investment Counselors, Llc 9
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 9
Migdal Insurance & Financial Holdings Ltd. 9
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 9
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 9
Viking Global Investors Lp 9
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 9
Capital Asset Advisory Services LLC 9
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 9
Lake Street Advisors Group, Llc 9
Athanor Capital, Lp 9
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 9
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 9
Tradewinds Capital Management, LLC 9
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 9
MYDA Advisors LLC 9
IXP - iSHARES TRUST - iShares Global Comm Services ETF 9
Truewealth Llc 9
Universal- Beteiligungs- und Servicegesellschaft mbH 9
Shufro Rose & Co Llc 9
Hanson & Doremus Investment Management 9
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9
Oak Grove Capital LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 9
Brown Advisory Securities, LLC 9
Graticule Asia Macro Advisors LLC 9
Centaurus Financial, Inc. 9
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 9
Beaird Harris Wealth Management, LLC 9
Holistic Financial Partners 9
Tibra Equities Europe Ltd 9
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 9
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 9
Squar Milner Financial Services Llc 9
Glenview Capital Management, Llc 9
Atria Wealth Solutions, Inc. 9
Touchstone Investment Trust 9
Gabelli Nextshares Trust 9
Glacier Peak Capital LLC 9
Chesapeake Partners Management Co Inc/md 9
Gyon Technologies Capital Management, LP 9
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 9
Meru Capital Group, LP 9
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 9
WEHIX - WEITZ FUNDS - Hickory Fund 9
Turner Investments, L.p. 9
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 9
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 9
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 9
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 9
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 9
Ballentine Partners, LLC 9
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 9
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 9
Sentinel Trust Co Lba 9
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 9
Woodline Partners LP 9
Rsm Us Wealth Management Llc 9
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 9
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 9
Cardan Capital Partners, LLC 9
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 9
FDO Partners, LLC 9
Blackstone Group Inc 9
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 9
Tiedemann Advisors, Llc 9
Exane Asset Management 9
Old Second National Bank Of Aurora 9
Jackson Square Partners, LLC 9
Ritholtz Wealth Management 9
Pimco Strategic Income Fund, Inc 9
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 9
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 9
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 9
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 9
Nuveen Nasdaq 100 Dynamic Overwrite Fund 9
Metis Global Partners, LLC 9
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 9
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 9
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 9
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 9
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 9
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 9
Ikos Cif Ltd 9
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 9
Harbor Capital Advisors, Inc. 9
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 9
Ridgewood Investments LLC 9
Maryland Capital Advisors Inc. 9
Nwam Llc 9
Cion Ares Diversified Credit Fund 9
Claris Advisors, Llc / Mo / 9
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 9
M&g Investment Management Ltd 9
Reaves Utility Income Fund 9
Barometer Capital Management Inc. 9
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 9
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 9
Balasa Dinverno & Foltz Llc 9
Kkr Income Opportunities Fund 9
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 9
Archer Investment Corp 9
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 9
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 9
U.S. Capital Wealth Advisors, LLC 9
Weitz Investment Management, Inc. 9
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 9
Lido Advisors, LLC 9
RHJ International SA 9
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 9
Dynamic Technology Lab Pte Ltd 9
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 9
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 9
Oppenheimer Global Value Fund 9
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 9
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 9
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9
Delta Lloyd Asset Management N.v. 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 9
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 9
Counterpoint Mutual Funds LLC 9
Wbi Investments, Inc. 9
Blackrock 2022 Global Income Opportunity Trust 9
Breton Hill Capital Ltd. 9
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 9
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 9
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 9
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 9
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 9
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 9
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 9
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 9
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 9
Zebra Capital Management LLC 9
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 9
Stone Toro Investment Advisers, LP 9
Apriem Advisors 9
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 9
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 9
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 9
Avalon Advisors, Llc 9
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 9
Oppenheimer Quest For Value Funds 9
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 9
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 9
East Coast Asset Management, LLC. 9
SOA Wealth Advisors, LLC. 9
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 9
Glg Inc. 9
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 9
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 9
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 9
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 9
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 9
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 9
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 9
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 9
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 9
Archon Partners LLC 9
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 9
Echo Street Capital Management LLC 9
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 9
Connor Clark & Lunn Investment Management Ltd 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
Alpha DNA Investment Management LLC 9
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 9
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 9
Findlay Park Partners LLP 9
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 9
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 9
Himco Variable Insurance Trust 9
Oakworth Capital, Inc. 9
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 9
Solaris Asset Management Llc 9
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 9
Diversified Trust Co 9
Jericho Capital Asset Management L.P. 9
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 9
VNBTrust, National Association 9
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 9
Xponance, Inc. 9
Heritage Investors Management Corp 9
Syverson Strege & Co 9
Wolff Wiese Magana Llc 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
Oxbow Advisors, LLC 9
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 9
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 9
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 9
Mid Continent Capital Llc/il 9
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 9
Capital One, National Association 9
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 9
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 9
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 9
Paces Ferry Wealth Advisors, Llc 9
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 9
Eagle Growth & Income Opportunities Fund 9
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 9
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 9
Founders Financial Alliance, LLC 9
Third Point LLC 9
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 9
Axiom Investment Management LLC 9
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 9
Destination Wealth Management 9
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 9
American Financial Group Inc 9
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
SOUTH STATE Corp 9
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 9
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9
VCSLX - VALIC Co I - Small Cap Index Fund 9
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 9
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 9
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 9
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 9
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 9
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 9
Willingdon Wealth Management 9
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 9
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 9
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 9
Cadian Capital Management, Lp 9
Vanguard Windsor Funds 9
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 9
Eidelman Virant Capital 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 9
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 9
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 9
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 9
Columbus Hill Capital Management, L.P. 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 9
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 9
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 9
Alpha Windward Llc 9
Hosking & Co Ltd 9
GW&K Investment Management, LLC 9
Central Pacific Bank - Trust Division 9
Venture Visionary Partners LLC 9
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 9
SevenBridge Financial Group, LLC 9
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 9
Brookfield Infrastructure Income Fund Inc. 9
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 9
Johnson Investment Counsel Inc 9
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 9
Thornburg Investment Management Inc 9
nVerses Capital, LLC 9
Gruss Capital Management LP 9
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 9
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 9
DiNuzzo Private Wealth, Inc. 8
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 8
BlackRock Private Investments Fund 8
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 8
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 8
Vermillion Wealth Management, Inc. 8
Financial Advocates Investment Management 8
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 8
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 8
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 8
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 8
PartnerRe Asset Management CORP 8
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 8
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 8
Bowling Portfolio Management LLC 8
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 8
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 8
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 8
Winton Capital Management Ltd 8
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 8
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 8
MCF Advisors LLC 8
One Wealth Advisors, LLC 8
Capitolis Advisors LLC 8
Fir Tree Capital Management Lp 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 8
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 8
Systematic Financial Management Lp 8
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 8
Richard Bernstein Advisors LLC 8
Mason Capital Management Llc 8
Accident Compensation Corp 8
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 8
Madison Investment Holdings Inc 8
Price Wealth Management, Inc. 8
Cheyne Capital Management (UK) LLP 8
CNB Bank 8
Greenlight Capital Inc 8
Tiff Advisory Services Inc 8
Garrett Wealth Advisory Group, LLC 8
Heritage Wealth Advisors 8
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 8
DC Investments Management, LLC 8
Advisor Partners Ii, Llc 8
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 8
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 8
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 8
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 8
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 8
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 8
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 8
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 8
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 8
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 8
Leavell Investment Management, Inc. 8
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 8
B. Metzler seel. Sohn & Co. Holding AG 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 8
IMC-Chicago, LLC 8
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 8
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 8
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 8
Glazer Capital, Llc 8
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 8
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 8
Linden Advisors Lp 8
United States Steel & Carnegie Pension Fund 8
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 8
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 8
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio 8
Pacific Global Investment Management Co 8
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 8
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 8
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 8
Retirement Group, LLC 8
Tabor Asset Management, LP 8
Cohen Klingenstein LLC 8
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
Quotient Investors, LLC 8
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 8
FrontFour Capital Group LLC 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 8
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 8
Centerpoint Advisors, LLC 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 8
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 8
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 8
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 8
Stephens Consulting, LLC 8
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 8
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 8
Rampart Investment Management Company, LLC 8
Hitchwood Capital Management LP 8
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 8
Fayez Sarofim & Co 8
TimesSquare Capital Management, LLC 8
Farringdon Capital, Ltd. 8
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 8
Concord Wealth Partners 8
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 8
Fortress Investment Group LLC 8
Krilogy Financial LLC 8
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 8
Rainier Investment Management Llc 8
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 8
First Trust Senior Floating Rate Income Fund Ii 8
Lorber David A 8
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 8
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 8
Scout Investments, Inc. 8
Platinum Investment Management Ltd 8
Euclid Advisors LLC 8
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 8
Somerset Trust Co 8
Madison Street Partners, LLC 8
Polianta Ltd 8
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 8
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 8
Guyasuta Investment Advisors Inc 8
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 8
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 8
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 8
Tyrus Capital S.A.M. 8
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 8
AM Squared Ltd 8
Buckingham Strategic Wealth, Llc 8
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 8
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 8
Pflug Koory, LLC 8
Bollard Group LLC 8
Kavar Capital Partners, LLC 8
AIA Group Ltd 8
McAdam, LLC 8
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 8
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 8
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 8
Trustmark National Bank Trust Department 8
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 8
361 Capital Llc 8
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 8
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF 8
Malaga Cove Capital, LLC 8
Hartford Series Fund Inc 8
Virtus ETF Advisers LLC 8
Trust For Advisor Solutions 8
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 8
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 8
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 8
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 8
Berkshire Asset Management Llc/pa 8
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 8
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 8
Nachman Norwood & Parrott, Inc 8
Asturias Capital Llc 8
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 8
Brave Asset Management Inc 8
General Motors Investment Management Corp 8
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 8
Trust Co 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 8
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 8
Colony Capital, Inc. 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 8
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 8
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 8
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 8
Senator Investment Group LP 8
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 8
Citadel Investment Advisory, Inc. 8
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 8
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 8
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 8
STXV - EA Series Trust - Strive 1000 Value ETF 8
Pioneer Floating Rate Trust 8
AlphaMark Advisors, LLC 8
Guardian Capital Lp 8
Greystone Investment Management Llc 8
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 8
Tucker Asset Management Llc 8
Baltimore-Washington Financial Advisors, Inc. 8
Vertex One Asset Management Inc. 8
Bleichroeder LP 8
Virtus Global Multi-sector Income Fund 8
Kings Point Capital Management 8
Hound Partners, LLC 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
Ruggie Capital Group 8
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 8
Md Sass Investors Services Inc 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
Sepio Capital, LP 8
Cramer Rosenthal Mcglynn Llc 8
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 8
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 8
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 8
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 8
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 8
Columbus Circle Investors 8
Aperture Investors, LLC 8
Steadfast Capital Management Lp 8
Innealta Capital, Llc 8
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 8
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 8
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 8
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 8
TSP Capital Management Group, LLC 8
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 8
Halbert Hargrove Global Advisors, Llc 8
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 8
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 8
IBIS Capital Partners LLP 8
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 8
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 8
Americafirst Capital Management, Llc 8
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund 8
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 8
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 8
CastleKnight Management LP 8
TFC Financial Management 8
Corton Capital Inc. 8
Fulton Bank, N.a. 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 8
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 8
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 8
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 8
Shine Investment Advisory Services Inc 8
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 8
ULTRA SERIES FUND - Core Bond Fund Class I 8
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 8
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 8
Raab & Moskowitz Asset Management LLC 8
Bellevue Asset Management, Llc 8
Gabelli Convertible & Income Securities Fund Inc 8
Numina Capital Management, LLC 8
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 8
Guardian Investor Services Llc 8
Tiger Global Management Llc 8
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 8
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 8
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 8
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 8
EMS Capital LP 8
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 8
Palisade Capital Management Llc/nj 8
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 8
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 8
Mirova 8
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 8
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 8
Mark Asset Management Lp 8
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 8
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 8
Armbruster Capital Management, Inc. 8
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 8
Moody National Bank Trust Division 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 8
Locust Wood Capital Advisers, LLC 8
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 8
Agf Management Ltd 8
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 8
Red Tortoise LLC 8
Credential Securities Inc. 8
tru Independence LLC 8
Everett Harris & Co /ca/ 8
Center for Financial Planning, Inc. 8
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 8
Regent Peak Wealth Advisors LLC 8
UniSuper Management Pty Ltd 8
Guggenheim Taxable Municipal Managed Duration Trust 8
Concourse Capital Management, LLC 8
Growth Fund Of America 8
Ninety One UK Ltd 8
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 8
TD Securities (USA) LLC 8
Waddell & Reed Financial Inc 8
Curian Capital Llc 8
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 8
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 8
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 8
Evergreen Capital Management Llc 8
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 8
Marble Arch Investments, LP 8
Cyrus Capital Partners, L.p. 8
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 8
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 8
Boston Trust Walden Corp 8
Rothschild Investment Corp /il 8
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 8
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 8
Carmel Capital Partners, LLC 8
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 8
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 8
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 8
Grove Bank & Trust 8
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 8
Hazlett, Burt & Watson, Inc. 8
Underlying Funds Trust 8
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 8
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 8
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 8
AllSquare Wealth Management LLC 8
Cetera Advisors LLC 8
Stanley-Laman Group, Ltd. 8
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 8
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 8
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 8
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 8
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 8
Reynolds Capital Management Llc 8
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 8
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 8
Hartford Financial Management Inc. 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 8
Hexavest Inc. 8
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 8
Verdence Capital Advisors LLC 8
Emerald Advisers, Llc 8
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 8
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 8
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 8
VGMS - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond ETF ETF Shares 8
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 8
Decatur Capital Management, Inc. 8
Essex Investment Management Co Llc 8
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 8
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 8
Northeast Financial Consultants Inc 8
Amerivest Investment Management LLC 8
Royal Fund Management, LLC 8
TENOR CAPITAL MANAGEMENT Co., L.P. 8
Circle Wealth Management, LLC 8
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 8
Sanders Morris Harris Llc 8
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 8
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 8
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 8
Kepos Capital LP 8
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 8
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 8
GHP Investment Advisors, Inc. 8
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 8
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 8
Procyon Private Wealth Partners, LLC 8
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 8
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 8
Poehling Capital Management, LLC 8
Newbridge Financial Services Group, Inc. 8
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 8
L & S Advisors Inc 8
Hallmark Capital Management Inc 8
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 8
Kaizen Advisory, Llc 8
Atlantic Trust, LLC 8
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 8
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 8
Df Dent & Co Inc 8
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 8
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 8
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 8
D. Scott Neal, Inc. 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 8
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 8
Roundview Capital LLC 8
Arrow Financial Corp 8
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 8
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 8
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 8
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 8
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 8
Exencial Wealth Advisors, Llc 8
Horizon Investments, LLC 8
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 8
Executive Wealth Management, LLC 8
Perkins Coie Trust Co 8
Pecaut & Co. 8
Pensionfund DSM Netherlands 8
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 8
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 8
Duncker Streett & Co Inc 8
Hollencrest Capital Management 8
3G Capital Partners LP 8
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 8
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 8
Ferris Capital, Llc 8
Red Cedar Capital, LLC 8
TD Capital Management LLC 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 8
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 8
Kimelman & Baird, LLC 8
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 8
Biltmore Capital Advisors LLC 8
Verus Capital Partners, Llc 8
Markel Corp 8
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 8
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 8
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 8
Donoghue Forlines LLC 8
FAINX - MSS Series Trust - Fallen Angels Income Fund 8
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 8
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 8
Parsons Capital Management Inc/ri 8
Westwood Holdings Group Inc 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 8
Beach Point Capital Management LP 8
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 7
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 7
West Oak Capital, LLC 7
Parnassus Investments /ca 7
Stock Yards Bank & Trust Co 7
Toth Financial Advisory Corp 7
Monashee Investment Management LLC 7
Bruderman Asset Management, LLC 7
Scoggin Management Lp 7
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 7
Davis Selected Advisers 7
Kcm Investment Advisors Llc 7
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 7
Lehman Financial Resources, Inc. 7
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 7
Pinnacle Wealth Management Advisory Group, LLC 7
Foster & Motley Inc 7
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES 7
Alpha Cubed Investments, LLC 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
Central Securities Corp 7
RBB FUND, INC. - Adara Smaller Companies Fund 7
Gilder Gagnon Howe & Co Llc 7
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 7
Argent Trust Co 7
Lingohr & Partner Asset Management GmbH 7
Bremer Trust National Association 7
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 7
Lucus Advisors Llc 7
Amica Retiree Medical Trust 7
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 7
Amica Pension Fund Board Of Trustees 7
Smith, Moore & Co. 7
Symmetry Investments LP 7
HighPoint Advisor Group LLC 7
Odey Asset Management Group Ltd 7
Harvard Management Co Inc 7
Empire Capital Management, L.L.C. 7
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 7
Defined Wealth Management, Llc 7
Timelo Investment Management Inc. 7
LVW Advisors, LLC 7
Systematic Alpha Investments, LLC 7
Kepos Capital LP 7
Tuttle Tactical Management LLC 7
Strategic Global Advisors, LLC 7
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
PIMCO Dynamic Income Opportunities Fund 7
Kb Financial Partners, Llc 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 7
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 7
Telemetry Investments, L.L.C. 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
FourThought Financial, LLC 7
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 7
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 7
Sentry Investments Corp. 7
Kohlberg Kravis Roberts & Co. L.P. 7
Redwood Capital Management, Llc 7
Oak Thistle LLC 7
Atlantic Union Bankshares Corp 7
Amica Mutual Insurance Co 7
Amplius Wealth Advisors, LLC 7
Desjardins Global Asset Management Inc. 7
Ameritas Advisory Services, LLC 7
RPG Investment Advisory, LLC 7
Sheaff Brock Investment Advisors, LLC 7
Cassady Schiller Wealth Management, LLC 7
King Street Capital Management, L.p. 7
Shore Point Advisors, LLC 7
Confluence Wealth Services, Inc. 7
Boulder Hill Capital Management Lp 7
Industrial Alliance Investment Management Inc. 7
B. Metzler seel. Sohn & Co. AG 7
Douglas Lane & Associates, LLC 7
Alpha Omega Wealth Management LLC 7
Schooner Investment Group, LLC. 7
Hilltop Park Associates LLC 7
Overland Advisors, LLC 7
J.Safra Asset Management Corp 7
Matarin Capital Management, LLC 7
Byrne Asset Management LLC 7
BYTE - Listed Funds Trust - Roundhill IO Digital Infrastructure ETF 7
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 7
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 7
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 7
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 7
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 7
Newbrook Capital Advisors LP 7
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 7
Qualcomm Inc/de 7
Financial Counselors Inc 7
Plancorp, LLC 7
Darsana Capital Partners LP 7
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 7
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 7
Antipodean Advisors LLC 7
SYSTM Wealth Solutions LLC 7
Omega Advisors Inc. 7
Lumina Fund Management LLC 7
Manor Road Capital Partners, Llc 7
Salzman & Co., Inc. 7
Ulysses Management LLC 7
Duquesne Family Office LLC 7
Hall Kathryn A. 7
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 7
White Elm Capital, LLC 7
Light Street Capital Management, Llc 7
Gts Securities Llc 7
Ratan Capital Management LP 7
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 7
Naya Management LLP 7
SkyTop Capital Management LLC 7
Nbc Securities, Inc. 7
Tiger Management L.l.c. 7
New York Life Trust Co 7
First National Bank Of Omaha 7
Lincoln National Corp 7
CapWealth Advisors, LLC 7
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 7
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 7
Stillwater Investment Management, L.P. 7
Ray Gerald L & Associates Ltd 7
Sachetta, LLC 7
Rs Investment Trust 7
Tiverton Asset Management Llc 7
Scientech Research LLC 7
Quaker Capital Investments, LLC 7
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 7
Andromeda Capital LLC 7
Catamount Wealth Management 7
PIMCO FUNDS - PIMCO Sector Fund Series - H 7
Glen Eagle Advisors, LLC 7
Banyan Partners, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 7
Raiff Partners Inc 7
Kestra Investment Management, LLC 7
Sanctuary Advisors, LLC 7
Wilmington Trust, National Association 7
Wilmington Trust Investment Management, LLC 7
Wilmington Funds Management Corp 7
Jag Capital Management, Llc 7
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 7
Monetary Management Group Inc 7
First Bank & Trust 7
Sierra Ocean, Llc 7
Whipplewood Advisors, LLC 7
Fusion Family Wealth LLC 7
George Kaiser Family Foundation 7
Jain Global LLC 7
Hunting Hill Global Capital, LLC 7
Peak6 Llc 7
Adviser Investments LLC 7
Capital Income Builder 7
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 7
TCW ETF Trust - TCW Corporate Bond ETF 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 7
Private Wealth Asset Management, LLC 7
Spo Advisory Corp 7
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 7
Flow Traders U.s. Llc 7
Mountain Capital Investment Advisors, Inc 7
XR Securities LLC 7
Wilmington Trust Co 7
Front Row Advisors LLC 7
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 7
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 7
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 7
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 7
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 7
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 7
Greenwood Capital Associates Llc 7
Palmer Square Opportunistic Income Fund 7
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 7
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 7
Shenkman Capital Management Inc 7
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 7
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 7
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 7
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 7
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 7
Waddell & Reed Advisors Funds 7
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 7
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 7
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 7
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 7
Tri-continental Corp 7
Columbia Seligman Premium Technology Growth Fund, Inc. 7
Scout Funds 7
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 7
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 7
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 7
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 7
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 7
Apollo Tactical Income Fund Inc. 7
Utc North American Fund, Inc. 7
WIREX - PFS FUNDS - Wireless Fund 7
Dividend & Income Fund 7
Genesis Asset Managers, LLP 7
Kayne Anderson Capital Advisors Lp 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 7
Loews Corp 7
Zazove Associates Llc 7
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 7
Mfs Government Markets Income Trust 7
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 7
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 7
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 7
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 7
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 7
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 7
Intrust Bank Na 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 7
Tcw Alternative Funds 7
Bancroft Fund Ltd 7
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 7
Baxter Bros Inc 7
Sumitomo Life Insurance Co 7
Auxier Asset Management 7
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 7
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 7
Ellsworth Growth & Income Fund Ltd 7
Mangrove Partners 7
BOK Financial Private Wealth, Inc. 7
Wealthstreet Investment Advisors, LLC 7
Independence Bank of Kentucky 7
Soroban Capital Partners LP 7
Bradley Foster & Sargent Inc/ct 7
6 Meridian 7
CWM Advisors, LLC 7
Fort Baker Capital Management LP 7
Game Creek Capital, LP 7
Certified Advisory Corp 7
Cqs (us), Llc 7
Tdam Usa Inc. 7
Strategic Wealth Partners, Ltd. 7
Integrated Wealth Concepts LLC 7
Locust Wood Capital Advisers, Llc 7
Truvestments Capital Llc 7
Northern Capital Management Llc 7
Ellis Investment Partners, LLC 7
Evolution Wealth Advisors, LLC 7
Wiley Bros.-aintree Capital, Llc 7
Cary Street Partner Investment Advisory Llc 7
Smith Asset Management Group Lp 7
Laurel Wealth Advisors LLC 7
Apollon Wealth Management, LLC 7
HHM Wealth Advisors, LLC 7
Carnegie Capital Asset Management, LLC 7
Antara Capital LP 7
Salomon & Ludwin, LLC 7
Asset Management Advisors, LLC 7
Wealthfront Advisers Llc 7
Wealthbridge Capital Management, Llc 7
Tuscan Ridge Asset Management Llc 7
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 7
Weaver Consulting Group 7
Leap Investments Lp 7
Jump Trading, Llc 7
Security National Trust Co 7
Rs Variable Products Trust 7
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 7
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 7
Baupost Group Llc/ma 7
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 7
Dorsey & Whitney Trust CO LLC 7
Choate Investment Advisors 7
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 7
BSBAX - Northern Funds - Northern Short Bond Fund 7
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 7
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 7
ARGA Investment Management, LP 7
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 7
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 7
Havens Advisors Llc 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 7
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 7
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 7
Egerton Capital (UK) LLP 7
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 7
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 7
Southpoint Capital Advisors LP 7
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 7
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 7
Rathbone Brothers plc 7
Jarislowsky, Fraser Ltd 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
Mark Sheptoff Financial Planning, Llc 7
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
BRC Investment Management LLC 7
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 7
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 7
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 7
Black River Asset Management LLC 7
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 7
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 7
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 7
Lone Pine Capital Llc 7
SOL Capital Management CO 7
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 7
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 7
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 7
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 7
Carnick & Kubik, LLC 7
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A 7
Honeywell International Inc 7
Haverford Trust Co 7
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 7
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 7
First Pacific Advisors, LP 7
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 7
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 7
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 7
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 7
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 7
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 7
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 7
Fidelity Central Investment Portfolios LLC - Fidelity Communication Services Central Fund 7
Osborn Rohs Williams & Donohoe Ltd 7
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 7
Raffles Associates Lp 7
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 7
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 7
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 7
Jaffetilchin Investment Partners, LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 7
ULTRA SERIES FUND - Diversified Income Fund Class I 7
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 7
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 7
Profunds - Profund Vp Telecommunications 7
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 7
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 7
Sandell Asset Management Corp 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 7
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 7
CHURCHILL MANAGEMENT Corp 7
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 7
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 7
Meritage Portfolio Management 7
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 7
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 7
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 7
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 7
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 7
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 7
W.G. Shaheen & Associates DBA Whitney & Co 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 7
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 7
Falcon Edge Capital, LP 7
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 7
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 7
Orbis Holdings Ltd 7
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 7
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 7
RBF Capital, LLC 7
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund 7
Steinberg Asset Management Llc 7
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 7
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 7
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 7
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 7
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 7
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 7
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 7
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 7
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 7
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 7
Hilltop Holdings Inc. 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 7
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 7
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 7
Laffer Investments 7
Brighton Jones Llc 7
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 7
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 7
Boardman Bay Capital Management Llc 7
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 7
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 7
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 7
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 7
Cim Investment Mangement Inc 7
Southeastern Asset Management Inc/tn/ 7
Inverness Counsel Llc /ny/ 7
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 7
Denver Investment Advisors Llc 7
Highfields Capital Management Lp 7
Boyar Asset Management Inc. 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
Eton Park Capital Management, L.P. 7
Camarda Financial Advisors, LLC 7
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 7
Shepherd Kaplan Krochuk, Llc 7
First Midwest Bank Trust Division 7
Ancient Art, L.P. 7
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 7
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 7
WealthTrust Fairport, LLC 7
General Electric Co 7
Ogorek Anthony Joseph /ny/ /adv 7
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 7
Tsfg, Llc 7
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
Angelo Gordon & Co., L.p. 7
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 7
Blue Ridge Capital, L.L.C. 7
VGLSX - VALIC Co I - Global Strategy Fund 7
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 7
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
American National Bank 7
Kingsview Wealth Management, LLC 7
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 7
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
Pacifica Partners Inc. 7
Keebeck Alpha, LP 7
Adams Wealth Management 7
Norman Fields, Gottscho Capital Management, LLC 7
Ovata Capital Management Ltd 7
Invenomic Capital Management LP 7
Country Trust Bank 7
Lionsbridge Wealth Management LLC 7
Engrave Wealth Partners LLC 7
Daiwa SB Investments Ltd. 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 6
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 6
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 6
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 6
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 6
Bamco Inc /ny/ 6
Greenland Capital Management LP 6
LGT Financial Advisors LLC 6
Adirondack Trust Co 6
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 6
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 6
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 6
Clearbridge, Llc 6
Tekne Capital Management, LLC 6
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 6
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 6
One Capital Management, LLC 6
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 6
Alpine Partners USVI, LLC 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 6
Lancaster Investment Management 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 6
Strategy Asset Managers Llc 6
Hennessy Advisors Inc 6
Spdr S&p 500 Etf Trust 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
Americana Partners, LLC 6
Raine Capital LLC 6
NOSIX - Northern Funds - Northern Stock Index Fund 6
NOLVX - Northern Funds - Northern Large Cap Value Fund 6
L2 Asset Management, LLC 6
Griffin Asset Management, Inc. 6
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 6
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 6
Wallace Capital Management Inc. 6
Silver Rock Financial LP 6
Sphinx Trading, Lp 6
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 6
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 6
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 6
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 6
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 6
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 6
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 6
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 6
Coastal Bridge Advisors, LLC 6
Beach Investment Management, LLC. 6
Price Capital Management, Inc. 6
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 6
South Street Advisors LLC 6
Rs Investment Management Co Llc 6
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 6
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 6
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 6
Railway Pension Investments Ltd 6
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 6
Serengeti Asset Management LP 6
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 6
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 6
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 6
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 6
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 6
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 6
Usaa Etf Trust 6
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 6
Fiduciary Management Inc /wi/ 6
Raptor Capital Management Lp 6
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 6
Sand Grove Capital Management LLP 6
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 6
ORG Partners LLC 6
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 6
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 6
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 6
Indices-Pac Research Corp. 6
ID Management A/S 6
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 6
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 6
Wall Street Associates 6
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 6
EA Series Trust 6
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 6
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 6
iA Global Asset Management Inc. 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 6
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 6
Pagoda Asset Management, LP 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 6
VEGN - ETF Series Solutions - US Vegan Climate ETF 6
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 6
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 6
Franklin Templeton ETF Trust - Franklin Income Focus ETF 6
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 6
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 6
Friess Associates Llc 6
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 6
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 6
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 6
Halpern Financial, Inc. 6
Ashe Capital Management, LP 6
SpiderRock Advisors, LLC 6
Groupama Asset Managment 6
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 6
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 6
Orbitronix, LP 6
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 6
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 6
Annis Gardner Whiting Capital Advisors, LLC 6
PROSHARES TRUST - ProShares Ultra Communication Services Select Sector 6
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 6
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 6
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 6
Carleon Capital Partners LLC 6
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 6
PROSHARES TRUST - ProShares UltraPro Communication Services Select Sector 6
Vident Advisory, LLC 6
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 6
Black Maple Capital Management LP 6
Marsico Capital Management Llc 6
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 6
Planning Capital Management Corp 6
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 6
GATEX - Gateway Trust - Gateway Fund Class A Shares 6
Omnia Family Wealth, LLC 6
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 6
Westport Asset Management Inc 6
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 6
Sachem Head Capital Management LP 6
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 6
Colony Group, LLC 6
Banco BTG Pactual S.A. 6
Partners Capital Investment Group Llc 6
PACIFIC SELECT FUND - Equity Index Portfolio Class I 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 6
Turtle Creek Wealth Advisors, LLC 6
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 6
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 6
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 6
Arbiter Partners Capital Management LLC 6
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 6
Marcum Wealth, LLC 6
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 6
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 6
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 6
Eos Focused Equity Management, L.P. 6
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 6
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 6
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 6
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 6
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 6
Advance Capital I Inc 6
Congress Asset Management Co /ma 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 6
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 6
ClearAlpha Technologies LP 6
Peapack Gladstone Financial Corp 6
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 6
Mork Capital Management, LLC 6
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 6
Winch Advisory Services, LLC 6
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 6
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 6
TYHYX - Victory Portfolios IV - Victory Pioneer High Yield Fund Class Y 6
Almanack Investment Partners, LLC. 6
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 6
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 6
Richmond Hill Investments, LLC 6
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 6
Pioneer High Income Trust 6
VSTIX - VALIC Co I - Stock Index Fund 6
VBCVX - VALIC Co I - Systematic Value Fund 6
Pacific Center for Financial Services 6
eCIO, Inc. 6
Macquarie/first Trust Global Infrastr/util Div & Inc Fund 6
Ycg, Llc 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
DORCHESTER WEALTH MANAGEMENT Co 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
Bridgeworth, LLC 6
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 6
BFOR - ALPS ETF Trust - Barron's 400 ETF 6
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
Ruffer LLP 6
J.P. Turner & Co Capital Mnagement, LLC 6
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 6
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 6
Horan Capital Advisors, LLC. 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 6
Grisanti Capital Management LLC 6
RMR Wealth Builders 6
Ferguson Wellman Capital Management, Inc 6
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 6
Eaton Vance Tax-managed Buy-write Opportunities Fund 6
DT Investment Partners, LLC 6
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 6
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
KKR Credit Opportunities Portfolio 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
Jackson Creek Investment Advisors LLC 6
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio 6
Bnc Wealth Management, Llc 6
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 6
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 6
Jeppson Wealth Management, Llc 6
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 6
Blackrock Enhanced International Dividend Trust 6
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 6
black-and-white Capital LP 6
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 6
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 6
Alethea Capital Management, Llc 6
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 6
Oppenheimer Global Multi-asset Growth Fund 6
Winslow Capital Management, LLC 6
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 6
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 6
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 6
Jabodon Pt Co 6
Bray Capital Advisors 6
Iron Horse Wealth Management, LLC 6
Nuveen S&p 500 Dynamic Overwrite Fund 6
FMIJX - FMI FUNDS INC - International Fund Investor Class 6
Level Four Advisory Services, Llc 6
Islay Capital Management, Llc 6
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 6
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 6
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 6
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 6
American Funds Fundamental Investors 6
Sage Mountain Advisors LLC 6
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 6
Peoples Financial Services Corp. 6
Murchinson Ltd. 6
Meritage Group LP 6
Clarus Wealth Advisors 6
Pennsylvania Trust Co 6
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 6
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 6
Newfound Research LLC 6
Northwest Capital Management Inc 6
Bellwether Advisors, LLC 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
Trilogy Capital Inc. 6
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 6
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 6
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 6
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 6
AE Wealth Management LLC 6
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 6
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 6
E Fund Management Co., Ltd. 6
AMG National Trust Bank 6
Becker Capital Management Inc 6
Redwood Investment Management, Llc 6
Mutual Advisors, LLC 6
RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF 6
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 6
Santori & Peters, Inc. 6
BLPIX - Profunds - Bull Profund Investor Class 6
WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class 6
Investors Capital Advisory Services 6
LVPIX - Profunds - Large-cap Value Profund Investor Class 6
Midas Management Corp 6
Cypress Point Wealth Management, LLC 6
Atalanta Sosnoff Capital, Llc 6
FT Options LLC 6
Kellner Capital, LLC 6
CI Global Investments Inc. 6
Kessler Investment Group, LLC 6
Charter Bridge Capital Management, L.P. 6
Longfellow Investment Management Co Llc 6
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 6
Alphasimplex Group, Llc 6
American Assets Investment Management, LLC 6
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 6
Veriti Management LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 6
Tricadia Capital Management, LLC 6
Allegheny Financial Group LTD 6
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 6
Providence Capital Advisors, LLC 6
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 6
Annapolis Financial Services, LLC 6
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 6
Arlington Partners LLC 6
Diameter Capital Partners LP 6
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 6
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 6
Townsend & Associates, Inc 6
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 6
Professional Financial Advisors, LLC 6
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 6
Pfs Investments Inc. 6
Legg Mason Asset Management (Japan) Co., Ltd. 6
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 6
SWS Partners 6
Weil Company, Inc. 6
Herndon Capital Management Llc 6
TAWK - Direxion Shares ETF Trust - Direxion Daily Communication Services Index Bull 3X Shares 6
Investment Management Corp of Ontario 6
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 6
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 6
Bill & Melinda Gates Foundation Trust 6
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 6
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 6
SLIM - Janus Detroit Street Trust - The Obesity ETF 6
SCIU - Global X Funds - Global X Scientific Beta US ETF 6
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 6
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 6
Tourbillon Capital Partners, L.P. 6
Counsel Portfolio Services Inc. 6
Steel Canyon Capital, LLC 6
Timber Creek Capital Management LLC 6
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 6
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 6
Marino, Stram & Associates Llc 6
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 6
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 6
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 6
Nvwm, Llc 6
Kiwi Wealth Investments Limited Partnership 6
Flinton Capital Management LLC 6
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 6
Childress Capital Advisors, Llc 6
Meridian Wealth Management, LLC 6
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 6
Bank Of Nova Scotia Trust Co 6
West Branch Capital LLC 6
Geneva Advisors, LLC 6
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 6
Hc Financial Advisors Inc 6
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 6
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 6
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 6
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 6
Silvant Capital Management LLC 6
Chicago Capital, LLC 6
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 6
Jd Capital Management Llc 6
Mawer Investment Management Ltd. 6
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 6
Long Focus Capital Management, Llc 6
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 6
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 6
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 6
LMR Master Fund Ltd 6
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 6
Connectus Wealth, LLC 6
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 6
Financial Engines Advisors L.L.C. 6
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 6
Nwq Investment Management Company, Llc 6
Unigestion Holding SA 6
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 6
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 6
Continuum Advisory, LLC 6
Grand Jean Capital Management Inc 6
Stockbridge Partners LLC 6
Brookside Capital Management Llc 6
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 6
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 6
Affinity Investment Advisors, Llc 6
Spectrum Management Group, LLC 6
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 6
Blume Capital Management, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 6
Gmt Capital Corp 6
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 6
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 6
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 6
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 6
Resources Management Corp /ct/ /adv 6
Concert Wealth Management Inc. 6
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 6
Legacy Advisors, LLC 6
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 6
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 6
Burgundy Asset Management Ltd. 6
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 6
Vaughan Nelson Investment Management, L.p. 6
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 6
Bbva Usa 6
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 6
Chartwell Investment Partners, Llc 6
Cidel Asset Management Inc 6
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 6
JTC Employer Solutions Trusteee Ltd 6
American Financial Network Advisory Services Llc 6
Courier Capital Llc 6
Pavion Blue Capital, LLC 6
South Texas Money Management Ltd 6
Haberer Registered Investment Advisor Inc 6
Murphy Pohlad Asset Management LLC 6
Roystone Capital Management LP 6
Accurate Wealth Management, LLC 6
MSD Partners, L.P. 6
River & Mercantile Asset Management Llp 6
Diker Management Llc 6
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 6
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 6
Activest Wealth Management 6
Sarofim Fayez 6
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 6
Selz Capital LLC 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 6
Personal Wealth Partners 6
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 6
Pictet & Cie (Europe) SA 6
Wasatch Advisors Inc 6
Plymouth Lane Capital Management, LLC 6
Ronald Blue & Co Llc 6
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 6
Newtyn Management, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 6
Chiron Investment Management, LLC 6
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 6
EMG Holdings, L.P. 6
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 6
First National Trust Co 6
Interactive Financial Advisors 6
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 6
Stratos Wealth Advisors, LLC 6
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 6
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 6
Thornburg Income Builder Opportunities Trust 6
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 6
IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class 6
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 6
Townsquare Capital Llc 6
Douglas C. Lane & Associates, Inc. 6
Mar Vista Investment Partners Llc 6
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 6
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 6
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 6
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 6
Kinneret Advisory, LLC 6
Genesee Valley Trust Co 6
Islet Management, LP 6
Girard Partners Ltd. 6
PRW Wealth Management LLC 6
IFC Holdings Incorporated/FL 6
Chase Investment Counsel Corp 6
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 6
Semmax Financial Advisors Inc. 6
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 6
Field & Main Bank 6
Bay Harbor Wealth Management, LLC 6
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 6
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 6
Price Michael F 6
Banyan Capital Management, Inc. 6
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 6
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 6
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 6
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 6
Td Asset Management Usa Funds Inc. 6
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 6
Clean Yield Group 6
EP Wealth Advisors, Inc. 6
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 6
StoneX Group Inc. 6
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 6
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 6
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 6
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 6
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 6
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 6
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 6
Foundry Partners, LLC 6
Dowling & Yahnke Llc 6
Harvey Capital Management Inc 6
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 6
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 6
Addenda Capital Inc. 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 6
Kennedy Capital Management, Inc. 6
St Germain D J Co Inc 6
Leuthold Group, Llc 6
Community Bank, N.A. 6
Dixon Hughes Goodman Wealth Advisors LLC 6
VisionPoint Advisory Group, LLC 6
OHIO NATIONAL FUND INC - ON Bond Portfolio 6
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 6
DeepCurrents Investment Group LLC 6
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 6
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 6
XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund 6
Brandywine Oak Private Wealth Llc 6
Seven Bridges Advisors LLC 6
Deseret Mutual Benefit Administrators 6
Athos Capital Ltd 6
AT Bancorp 6
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 6
Manchester Financial Inc 6
Clarfeld Financial Advisors, Llc 6
Croft-leominster Inc 6
Kcl Capital, L.p. 6
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 6
Cypress Capital, LLC 6
Profunds - Profund Vp Ultrabull 6
Profunds - Profund Vp Bull 6
Columbia Partners L L C Investment Management 6
Profunds - Profund Vp Large-cap Value 6
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 6
Private Wealth Partners, LLC 6
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 6
Cohen Capital Management, Inc. 6
Lakeview Capital Partners, LLC 6
Sirios Capital Management L P 6
Easterly Investment Partners Llc 6
Opseu Pension Plan Trust Fund 6
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 6
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 6
Sheets Smith Wealth Management 6
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 6
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 6
Bank Of The West 6
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 6
MQS Management LLC 6
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 6
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 6
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 6
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 6
Vivaldi Asset Management, LLC 6
Delphia (USA) Inc. 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 6
Moody Lynn & Lieberson, Llc 6
Carronade Capital Management, LP 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 6
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 6
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 6
Detwiler Fenton Investment Management LLC 6
Zullo Investment Group, Inc. 6
Hengistbury Investment Partners LLP 6
Tyler-Stone Wealth Management 6
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 6
Blue Sky Asset Management, LLC 6
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 6
Valinor Management, Llc 6
Addison Capital Co 6
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 6
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 6
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
Coronation Asset Management (Pty) Ltd. 6
Diligent Investors, LLC 6
Pioneer Diversified High Income Trust 6
Glenhill Advisors Llc 6
Godshalk Welsh Capital Management, Inc. 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 6
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 6
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 6
Matrix Asset Advisors Inc/ny 6
Yg Partners, Llc 6
LifePlan Financial Group, Inc 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 6
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 6
Sterling Investment Advisors, Ltd. 6
Winmill & Co. Inc 6
Intrepid Capital Management Inc 6
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 6
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 6
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 6
Campbell Multi-strategy Trust 6
Hcim Trust 6
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 6
Institutional Capital Llc 6
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 6
MSF Capital, LLC 6
Triple Frond Partners LLC 6
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 6
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 6
Loeb King Trust 6
Crawford Investment Counsel Inc 6
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 6
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 6
Munder Series Trust 6
EULAV Asset Management 6
Wright Investors Service Inc 6
Baader Bank INC 6
Alphagen Securities Llc 6
Fortitude Advisory Group L.L.C. 6
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 6
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 6
Beck Bode, LLC 6
Reynders McVeigh Capital Management, LLC 6
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 6
Homrich & Berg 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 6
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 6
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 6
RSSL - Global X Funds - Global X Russell 2000 ETF 6
Hantz Financial Services, Inc. 6
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 6
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 6
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 6
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 6
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 6
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 6
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 6
EdgeRock Capital LLC 6
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 6
Rnc Capital Management Llc 6
Grayhawk Investment Strategies Inc. 6
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 6
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 6
DSAM Partners (London) Ltd 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 6
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 6
West Family Investments, Inc. 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
Advisors Preferred, LLC 6
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 6
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 6
Archipel Asset Management AB 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 6
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 6
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 6
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 6
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 6
BFRNX - Advisors' Inner Circle Fund III - BARROW HANLEY FLOATING RATE FUND I Shares 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 6
Camden Asset Management L P /ca 6
Dsm Capital Partners Llc 6
Baker Ellis Asset Management LLC 6
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 6
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 6
Centerline Investment Partners, LP 6
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 6
Citizens Business Bank 6
Texas Yale Capital Corp. 6
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 6
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 6
STRV - EA Series Trust - Strive 500 ETF 6
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 6
Core Alternative Capital 6
Dynamic Capital Management Ltd 6
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 6
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 6
Castle Creek Arbitrage, LLC 6
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 6
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 6
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 6
Legg Mason Bw Global Income Opportunities Fund Inc. 6
PENN SERIES FUNDS INC - Index 500 Fund 6
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 6
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 6
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 6
Securian Funds Trust - SFT Index 500 Fund Class 1 6
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 6
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 6
HBK Sorce Advisory LLC 6
PSI Advisors, LLC 6
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 6
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 6
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 6
Fairview Capital Investment Management, Llc 6
Polaris Wealth Advisory Group, LLC 6
Orbis Investment Management (U.S.), LLC 6
Orbis Allan Gray Ltd 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 6
Eisler Capital (US) LLC 6
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 5
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 5
Select Equity Group, L.P. 5
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 5
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 5
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 5
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 5
Cromwell Holdings LLC 5
Asset Advisors Corp 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Credit Industriel Et Commercial 5
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 5
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 5
Old West Investment Management, LLC 5
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 5
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 5
Mainstay Capital Management Llc /adv 5
Harvest Group Wealth Management, Llc 5
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 5
Three Peaks Capital Management, LLC 5
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 5
DSC Advisors, L.P. 5
Signature Wealth Management Group 5
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 5
CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF 5
SkyView Investment Advisors, LLC 5
Emerald Investment Partners, Llc 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 5
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 5
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 5
Arcus Capital Partners, LLC 5
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 5
Cpwm, Llc 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 5
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 5
Curi Wealth Management, LLC 5
Trust Co Of Toledo Na /oh/ 5
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 5
IMA Wealth, Inc. 5
Dana Investment Advisors, Inc. 5
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 5
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 5
Context Capital Management, LLC 5
Horan Securities, Inc. 5
Altfest L J & Co Inc 5
Royce Value Trust Inc 5
CrestPoint Capital Management, LLC 5
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 5
Insight 2811, Inc. 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 5
Platte River Capital LLC 5
Financial Advisors Network, Inc. 5
Fosun International Ltd 5
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 5
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
Bremer Bank National Association 5
Syntax Advisors, Llc 5
Violich Capital Management, Inc. 5
Fifth Lane Capital, Lp 5
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 5
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 5
Vantage Investment Partners, LLC 5
Rossby Financial, LCC 5
Columbia Asset Management 5
Pelham Capital Ltd. 5
CPI - IndexIQ ETF Trust - IQ Real Return ETF 5
Kassirer Asset Management Corp 5
Northern Right Capital Management, L.P. 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 5
Northpointe Capital Llc 5
Mogy Joel R Investment Counsel Inc 5
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 5
Redwood Wealth Management Group, LLC 5
Chesapeake Wealth Management 5
AIEQ - ETF Managers Trust - AI Powered Equity ETF 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 5
Watershed Asset Management, L.L.C. 5
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 5
Kettle Hill Capital Management, Llc 5
Landaas & Co /wi /adv 5
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 5
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 5
AXS Investments LLC 5
Altrinsic Global Advisors Llc 5
Boundary Creek Advisors LP 5
Western Pacific Wealth Management, LP 5
NewEdge Wealth, LLC 5
Logan Capital Management Inc 5
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 5
Pallas Capital Advisors LLC 5
Koss-Olinger Consulting, LLC 5
Croft Funds Corp 5
Resona Asset Management Co.,Ltd. 5
Heartland Advisors Inc 5
WMS Partners, LLC 5
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 5
Aristides Capital LLC 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 5
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 5
Nair Vinay 5
Meyer Handelman Co 5
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 5
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 5
Equitable Trust Co 5
Axxcess Wealth Management, Llc 5
Primecap Management Co/ca/ 5
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 5
Davidson Investment Advisors 5
Eastern Bank 5
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 5
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 5
Elequin Capital Lp 5
HB Wealth Management, LLC 5
Diamond Hill Capital Management Inc 5
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 5
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 5
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 5
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 5
Slate Path Capital LP 5
Blockhouse Capital Management Lp 5
Goelzer Investment Management, Inc. 5
Thor Advisors, Llc 5
FOINX - Tributary Funds, Inc. - Income Fund Institutional 5
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 5
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 5
Perimeter Capital Partners, LLC 5
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 5
Prentice Wealth Management LLC 5
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 5
Carmignac Gestion 5
Edmond de Rothschild (Europe) 5
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 5
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 5
Selective Wealth Management, Inc. 5
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 5
Numerai GP LLC 5
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 5
Roosevelt Investment Group Llc 5
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 5
Kays Financial Advisory Corp /adv 5
Valley National Bancorp 5
Mill Creek Capital Advisors, LLC 5
SPX Equities Gestao de Recursos Ltda 5
Whitnell & Co. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 5
Glenview Trust Co 5
Founders Bank & Trust 5
Wunderlich Capital Managemnt 5
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 5
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 5
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 5
Murphy & Mullick Capital Management Corp 5
Personal Capital Advisors Corp 5
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 5
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 5
Woodmont Investment Counsel Llc 5
Impax Asset Management Group plc 5
Visionary Asset Management, Inc. 5
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 5
Y.D. More Investments Ltd 5
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 5
Virginia National Bank 5
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 5
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 5
Pittenger & Anderson Inc 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 5
Dalton Greiner Hartman Maher & Co 5
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 5
Quad Capital Management Advisors LLC 5
Oppenheimer Global Multi Strategies Fund 5
Autumn Glory Partners, LLC 5
Adi Capital Management LLC 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 5
Wrapmanager Inc 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
NSGRX - Northern Funds - Northern Small Cap Core Fund 5
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 5
Crystalline Management Inc. 5
Thurston, Springer, Miller, Herd & Titak, Inc. 5
Prentiss Smith & Co Inc 5
Wesbanco Bank Inc 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 5
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 5
Monetta Financial Services Inc 5
WestEnd Advisors, LLC 5
Forum Financial Management, LP 5
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 5
TPG Group Holdings (SBS) Advisors, Inc. 5
Factory Mutual Insurance Co 5
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Lmp Capital & Income Fund Inc. 5
Alta Park Capital, LP 5
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 5
NF Trinity Capital (Hong Kong) Ltd 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 5
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 5
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 5
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 5
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 5
Ardevora Asset Management LLP 5
STXG - EA Series Trust - Strive 1000 Growth ETF 5
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 5
Cohen & Steers, Inc. 5
Kirr Marbach & Co Llc /in/ 5
Hutchinson Capital Management/ca 5
Jet Capital Investors L P 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 5
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 5
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 5
PYA Waltman Capital, LLC 5
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 5
V-Square Quantitative Management LLC 5
Landsberg, Bennett, & Dubbaneh LLC 5
Maryland Capital Management 5
Junto Capital Management LP 5
Euclidean Technologies Management, LLC 5
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
Cognios Capital, LLC 5
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 5
Phocas Financial Corp. 5
Colonial Trust Advisors 5
Gilman Hill Asset Management, LLC 5
Vinva Investment Management Ltd 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
La Banque Postale Asset Management SA 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
Eisler Capital (UK) Ltd. 5
GeoWealth Management, LLC 5
Fiduciary Group LLC 5
Legacy Bridge, LLC 5
Advisor Resource Council 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
Bridger Management, Llc 5
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 5
MPS Loria Financial Planners, LLC 5
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 5
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
Concurrent Investment Advisors, LLC 5
Columbia Wanger Asset Management Llc 5
Rialto Wealth Management, LLC 5
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 5
TrimTabs Asset Management, LLC 5
Linscomb & Williams, Inc. 5
Simcoe Capital Management, LLC 5
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 5
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 5
Cfm Wealth Partners Llc 5
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 5
Origin Asset Management LLP 5
Welch & Forbes Llc 5
Carlyle AlpInvest Private Markets Fund 5
Ativo Capital Management LLC 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
Polar Capital LLP 5
Kapitalo Investimentos Ltda 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
North Star Asset Management Inc 5
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 5
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 5
Strategic Wealth Advisors Group, LLC 5
Wall Street Access Asset Management, LLC 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
Fairman Group, LLC 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 5
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 5
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 5
Seven Locks Capital Management Lp 5
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 5
Impact Partnership Wealth, LLC 5
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 5
Essex Savings Bank 5
Frontier Wealth Management LLC 5
Tiger Consumer Management, Lp 5
Beacon Pointe Advisors, LLC 5
Spring Creek Capital Llc 5
Pekin Hardy Strauss, Inc. 5
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 5
Psagot Value Holdings Ltd. / (Israel) 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 5
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 5
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 5
Springowl Associates Llc 5
Contrarius Investment Management Ltd 5
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 5
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 5
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 5
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 5
Claar Advisors LLC 5
Abound Wealth Management 5
PineView Asset Management LP 5
Amussen Hunsaker Associates Llc 5
FIIGX - First Investors Income Funds - First Investors Investment Grade Fund Class A 5
VanEck Funds 5
Triad Investment Management 5
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 5
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 5
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 5
New England Research & Management, Inc. 5
Advanced Series Trust - Ast Small-cap Value Portfolio 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
Knowledge Leaders Capital, LLC 5
Rothschild & Co Wealth Management UK Ltd 5
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 5
FS Series Trust - FS Market Neutral Fund Class I 5
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 5
FNETX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Communications Fund 5
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 5
VCSVX - VALIC Co II - Small Cap Value Fund 5
Kavi Asset Management, LP 5
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 5
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 5
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 5
Traub Capital Management LLC 5
Burren Capital Advisors Ltd 5
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 5
Cape Investment Advisory, Inc. 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
Chilton Investment Co Llc 5
Oliver Lagore Vanvalin Investment Group 5
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF 5
Syon Capital Llc 5
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 5
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 5
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 5
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 5
Botty Investors LLC 5
Point View Wealth Management, Inc. 5
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 5
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 5
Costello Asset Management, INC 5
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 5
First PREMIER Bank 5
Legato Capital Management LLC 5
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 5
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 5
Rockshelter Capital Management Llc 5
Doyle Wealth Management 5
New Vernon Capital Holdings II LLC 5
West Paces Advisors Inc. 5
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 5
Grace Capital 5
Dougherty Wealth Advisers LLC 5
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 5
Rivulet Capital, Llc 5
Chilton Capital Management Llc 5
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 5
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 5
Putnam Voyager Fund 5
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 5
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 5
Jackson Square Capital, Llc 5
Chimera Capital Management LLC 5
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 5
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 5
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 5
Oppenheimer International Equity Fund 5
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 5
Bangor Savings Bank 5
Putnam Fl Investment Management Co 5
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 5
Aviance Capital Partners, LLC 5
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 5
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 5
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5
Grandfield & Dodd, Llc 5
TRANSAMERICA FUNDS - Transamerica Total Return I2 5
Credit Capital Investments LLC 5
Lebenthal Asset Management, LLC 5
Ursa Fund Management, LLC 5
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 5
Next Capital Management LLC 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
Aptus Capital Advisors, LLC 5
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 5
Webster Bank, N. A. 5
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 5
Degroof Petercam Asset Management 5
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 5
Robertson Stephens Wealth Management, LLC 5
Susquehanna Portfolio Strategies, LLC 5
Caldwell & Orkin Inc 5
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 5
Obermeyer Wood Investment Counsel, Lllp 5
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 5
Silphium Asset Management Ltd 5
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 5
Arrow Investment Advisors, LLC 5
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 5
Mad River Investors 5
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
Seneca Capital Investments, L.p. 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
Formula Growth Ltd 5
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 5
Tremblant Capital Group 5
STFGX - Advisers Investment Trust - State Farm Growth Fund 5
Bridges Investment Management Inc 5
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 5
Gladstone Institutional Advisory LLC 5
Klingman & Associates, LLC 5
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 5
Osborne Partners Capital Management, Llc 5
MIG Capital, LLC 5
Ahrens Investment Partners LLC 5
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 5
Quest Investment Management Llc 5
IPG Investment Advisors LLC 5
Barr E S & Co 5
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 5
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 5
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 5
Smead Capital Management, Inc. 5
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 5
JEUTX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Utilities Trust NAV 5
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 5
Ironwood Financial, llc 5
Argent Advisors, Inc. 5
Guggenheim Energy & Income Fund 5
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 5
Eaton Vance High Income 2021 Target Term Trust 5
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 5
Credential Qtrade Securities Inc. 5
Cooperman Leon G 5
Vestor Capital, Llc 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
Security Asset Management 5
Cornerstone Total Return Fund Inc 5
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 5
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 5
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 5
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications 5
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 5
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 5
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 5
SeaStone Capital Management, L.P. 5
Richmond Hill Investment Co., LP 5
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 5
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 5
Little House Capital Llc 5
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 5
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 5
1st Global Advisors, Inc. 5
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 5
Essex Financial Services, Inc. 5
Gladius Capital Management LP 5
Lloyd Advisory Services, LLC. 5
Stancorp Investment Advisers Inc 5
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 5
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 5
WR Wealth Planners, LLC 5
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 5
VCBCX - VALIC Co I - Blue Chip Growth Fund 5
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 5
VCULX - VALIC Co I - Growth Fund 5
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 5
Risk Paradigm Group, LLC 5
Melvin Capital Management LP 5
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 5
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
Brave Warrior Advisors, LLC 5
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 5
Ridgeworth Funds 5
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5
Rockbridge Investment Management, LCC 5
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 5
Haafor (Singapore) Pte. Ltd. 5
WESPAC Advisors SoCal, LLC 5
Vivaldi Capital Management, LLC 5
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 5
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 5
Round Hill Asset Management 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 5
Oppenheimer Global Strategic Income Fund 5
Pamplona Capital Management, LLC 5
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 5
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 5
Mfs Intermarket Income Trust I 5
Highline Capital Management, L.p. 5
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Northern Oak Wealth Management Inc 5
Penseco Financial Services Corp 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
Advanced Investment Partners, LLC 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 5
Worth Venture Partners, LLC 5
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 5
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 5
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 5
Scout Capital Management Llc 5
Gabelli Go Anywhere Trust 5
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 5
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 5
Triangle Securities Wealth Management 5
HFM Investment Advisors, LLC 5
Cornerstone Wealth Management, LLC 5
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 5
Lowe Brockenbrough & Co Inc 5
Corbenic Partners LLC 5
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 5
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 5
Cornerstone Advisory, LLC 5
Argentus Capital Management, LLC 5
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 5
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 5
Cordasco Financial Network 5
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 5
Susquehanna International Group Ltd. 5
Sterling Investment Management, Inc. 5
Alpine Woods Capital Investors, Llc 5
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 5
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 5
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 5
RiverPark Advisors, LLC 5
Clear Street Llc 5
KAMES CAPITAL management Ltd 5
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 5
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 5
Zions Bancorporation, National Association /ut/ 5
Holloway Wealth Management, LLC 5
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 5
Park West Asset Management LLC 5
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 5
Oppenheimer Capital Income Fund 5
Power Corp of Canada 5
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 5
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 5
Greenwood Gearhart Inc 5
Oppenheimer Limited-term Bond Fund 5
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 5
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 5
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 5
Castle Hook Partners LP 5
Fortis Group Advisors, LLC 5
Reuter James Wealth Management, Llc 5
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 5
Chiron Capital Management, Llc 5
Palo Capital, Inc. 5
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 5
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 5
Blackrock Enhanced Global Dividend Trust 5
USVT - Ultimus Managers Trust - US VALUE ETF 5
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 5
Permit Capital, LLC 5
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 5
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 5
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 5
Governors Lane LP 5
BRAMX - Blackrock Allocation Target Shares - Bats Series M 5
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 5
Beirne Wealth Consulting Services, LLC 5
WealthTrust Axiom LLC 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 5
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 5
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 5
Edge Asset Management, Inc 5
Actinver Wealth Management, Inc. 5
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 5
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 5
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 5
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 5
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 5
Laurel Wealth Advisors, Inc. 5
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
Cooper Investors Pty Ltd 5
Lomas Capital Management, LLC 5
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 5
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 5
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 5
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 5
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 5
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 5
Mission Wealth Management, Lp 5
Hawk Ridge Capital Management Lp 5
Total Clarity Wealth Management, Inc. 5
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 5
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 5
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 5
Johnson Midwest Financial, LLC 5
Van Hulzen Asset Management, LLC 5
Putnam Fund For Growth & Income 5
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class 5
General American Investors Co Inc 5
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 5
Bank Julius Baer & Co. Ltd, Zurich 5
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 5
Clearview Wealth Advisors LLC 5
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 5
Savior LLC 5
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 5
Cypress Wealth Services, LLC 5
Strategic Blueprint, LLC 5
EAM Investors, LLC 5
Moser Wealth Advisors, LLC 5
3G Sahana Capital Management LP 5
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 5
Kingdon Capital Management, L.l.c. 5
GlobalBridge, Inc. 5
Invesco Dynamic Credit Opportunity Fund 5
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
Berylson Capital Partners, Llc 5
Silverback Asset Management Llc 5
Capital Financial Planning, LLC 5
Parametric Market Neutral Portfolio 5
Voya Global Advantage & Premium Opportunity Fund 5
Raveneur Investment Group LP 5
Modera Wealth Management, LLC 5
Lebenthal Holdings,LLC 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
JCIC Asset Management Inc. 5
EPG Wealth Management LLC 5
Jackson, Grant Investment Advisers, Inc. 5
McCarthy Asset Management, Inc. 5
TCI Fund Management Ltd 5
MD Financial Management Inc. 5
Personal Cfo Solutions, Llc 5
Clear Perspectives Financial Planning, LLC 5
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 5
Verity Asset Management, Inc. 5
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 5
Kovack Advisors, Inc. 5
Williams Jones Wealth Management, LLC. 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
Cutter & CO Brokerage, Inc. 5
TCW ETF Trust - TCW Multisector Credit Income ETF 5
Insight Capital Research & Management Inc 5
Putnam Investors Fund 5
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 5
Addison Advisors LLC 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
Signature Estate & Investment Advisors Llc 5
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 5
111 Capital 5
DCM Advisors, LLC 5
Cowen Prime Services LLC 5
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 5
Livingston Group Asset Management CO (operating as Southport Capital Management) 5
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 5
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 5
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 5
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 5
Baker Tilly Financial, Llc 5
Kelman-Lazarov, Inc. 5
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 5
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 5
UMA Financial Services, Inc. 5
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 5
First Financial Corp /in/ 5
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 5
Aspire Private Capital, LLC 5
Camelot Portfolios, LLC 5
SVPIX - Profunds - Small-cap Value Profund Investor Class 5
ULPIX - Profunds - Ultrabull Profund Investor Class 5
Morningstar Investment Services LLC 5
Weaver C. Barksdale & Associates, Inc. 5
Sheffield Asset Management, L.L.C. 5
Smallcap World Fund Inc 5
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 5
Aspiriant, Llc 5
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF 5
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 5
Moloney Securities Asset Management, LLC 5
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 5
Sit Investment Associates Inc 5
Evercore Trust Company, N.A. 5
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 5
Mid Atlantic Financial Management Inc/adv 5
Cornerstone Advisors Inc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 5
Argent Capital Management Llc 5
ShoreHaven Wealth Partners, LLC 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
SQ Advisors, LLC 5
Anandar Capital Management LP 5
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 5
Aevitas Wealth Management, Inc. 5
Eminence Capital, Lp 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
Philadelphia Trust Co 5
Middleton & Co Inc/ma 5
Indaba Capital Management, L.P. 5
Aire Advisors, Llc 5
180 Wealth Advisors, Llc 5
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 5
DW Partners, LP 5
Vanguard Explorer Fund 5
Lansdowne Partners (uk) Llp 5
CFS Investment Advisory Services, LLC 5
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 5
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 5
Meridian Investment Counsel Inc. 5
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 5
Alan B. Lancz & Associates, Inc. 5
Jasper Ridge Partners, L.P. 5
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 5
Atlas Private Wealth Management 5
Fox Point Capital Management LLC 5
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 5
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 5
Cambridge Trust Co 5
Caerus Investors, Llc 5
Buckingham Capital Management Inc 5
ProVise Management Group, LLC 5
Profunds - Profund Vp Small-cap Value 5
Lake Point Wealth Management 5
IAG Wealth Partners, LLC 5
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 5
Nwi Management Lp 5
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 5
Venator Management LLC 5
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 5
Privium Fund Management (UK) Ltd 5
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 5
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 5
LionEye Capital Management LLC 5
IFG Advisory, LLC 5
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 5
FRG Family Wealth Advisors LLC 5
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 5
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 5
ACG Wealth 5
Dorsey Wright & Associates 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
Mcdonald Partners Llc 5
Resolute Advisors LLC 5
Mount Capital Ltd 5
Brigade Capital Management, Lp 5
Taurus Asset Management, Llc 5
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
Monroe Bank & Trust/mi 5
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 5
New York Life Investments Alternatives 5
Sustainable Insight Capital Management, LLC 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
Consolidated Planning Corp 5
Tributary Capital Management, LLC 5
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 5
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 5
Cobiz Investment Management, Llc 5
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 5
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 5
Evermay Wealth Management Llc 5
Anson Funds Management LP 5
Owl Creek Asset Management, L.P. 5
Virtus Alternative Investment Advisers, Inc. 5
B. Riley Financial, Inc. 5
Slow Capital, Inc. 5
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 5
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 5
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 5
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 5
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 5
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 5
Global Opportunities Portfolio - Global Opportunities Portfolio 5
Sentinel Asset Management, Inc. 5
Investure, LLC 5
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 5
Freedman Financial Associates, Inc. 5
Redwood Investments, LLC 5
Ironvine Capital Partners, LLC 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
Solstein Capital, LLC 5
Tacita Capital Inc 5
Aureus Asset Management, LLC 5
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 5
Freestone Grove Partners LP 5
Bouchey Financial Group Ltd 5
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 5
Steinberg Global Asset Management 5
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 5
Cobblestone Capital Advisors Llc /ny/ 5
Rowland Carmichael Advisors Inc /adv 5
Pin Oak Investment Advisors Inc 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 5
Oppenheimer Master International Value Fund, Llc 5
Marks Group Wealth Management, Inc 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
Olstein Funds 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
Qsemble Capital Management, LP 5
Red Door Wealth Management, LLC 5
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 5
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
Chemistry Wealth Management LLC 5
KIFAX - Forward Funds - Salient Select Income Fund Class A 5
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 4
Virtus Total Return Fund Inc. 4
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 4
Voya Global Equity Dividend & Premium Opportunity Fund 4
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 4
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 4
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 4
Fdp Series, Inc. 4
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 4
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 4
Blackrock Master Llc 4
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 4
Sentinel Group Funds Inc 4
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 4
Rainier Investment Management Mutual Funds 4
Global Trust Asset Management, LLC 4
Lester Murray Antman dba SimplyRich 4
Lighthouse Investment Partners, LLC 4
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 4
Ballew Advisors, Inc 4
Unison Advisors LLC 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 4
Cito Capital Group, LLC 4
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 4
Close Asset Management Ltd 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
Alpine Group Usvi, Llc 4
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 4
Summit X, LLC 4
Tiaa, Fsb 4
Oak Ridge Investments Llc 4
Phoenix Holdings Ltd. 4
Intercontinental Wealth Advisors, LLC 4
BHR Capital LLC 4
Noked Capital LTD 4
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 4
Dnp Select Income Fund Inc 4
Franklin Templeton International Trust 4
American Independence Funds Trust 4
Clear Perspective Advisors, LLC 4
Keeley-Teton Advisors, LLC 4
Global Financial Private Capital, LLC 4
Cantor Fitzgerald, L. P. 4
Knights of Columbus Asset Advisors LLC 4
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 4
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 4
Alpine Equity Trust 4
CGHY - Capital Group Fixed Income ETF Trust - Capital Group High Yield Bond ETF Share class 4
Vaughan David Investments Inc/il 4
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 4
Heritage Trust Co 4
Glenmede Investment Management, LP 4
Valiant Capital Management, L.P. 4
Dunvegan Associates, Inc. 4
Winnow Wealth Llc 4
Argent Trust Co 4
New Perspective Fund 4
Capital World Growth & Income Fund 4
FundVantage Trust - Polen High Income ETF 4
Flaharty Asset Management, LLC 4
Cheviot Value Management, LLC 4
TUSB - Thrivent ETF Trust - Thrivent Ultra Short Bond ETF 4
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 4
Moon Capital Management, LLC 4
Binnacle Investments Inc 4
R&F Capital Advisors LP 4
Barnett & Company, Inc. 4
City Financial Investment Co Ltd 4
Ccm Investment Group, Llc 4
ASR Vermogensbeheer N.V. 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 4
ThornTree Capital Partners LP 4
North Capital, Inc. 4
Usca All Terrain Fund 4
Jafra Capital Management LP 4
Western Asset Corporate Loan Fund Inc. 4
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 4
Aviance Capital Management, Llc 4
Pacholder High Yield Fund Inc 4
Columbia Etf Trust 4
Winton Series Trust 4
Blackrock Cori Funds 4
Dreyfus Manager Funds I 4
Claraphi Advisory Network, LLC 4
Manning & Napier Group, LLC 4
Letko, Brosseau & Associates Inc 4
Carmichael Hill & Associates, Inc. 4
Castle Rock Wealth Management, LLC 4
Regent Investment Management LLC 4
Seminole Management Co., Inc. 4
Keystone Financial Group 4
TCW ETF Trust - TCW High Yield Bond ETF 4
Chieftain Capital Management, Inc. 4
Pinnacle Holdings, LLC 4
Taylor Hoffman Wealth Management 4
ACR Alpine Capital Research, LLC 4
Ford Financial Group, LLC 4
Point72 Europe (London) LLP 4
Dogwood Wealth Management LLC 4
Partners Capital Investment Group, Llp 4
SCP Investment, LP 4
Forward Management, LLC 4
Merit Financial Group, LLC 4
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 4
Beryl Capital Management LLC 4
Childrens Investment Fund Management (UK) LLP 4
Ameriflex Group, Inc. 4
Premia Global Advisors, Llc 4
Academy Capital Management Inc/tx 4
Van Strum & Towne Inc. 4
Foundation Asset Management, LP 4
General Equity Holdings LP 4
Seelaus Asset Management LLC 4
Beutel, Goodman & Co Ltd. 4
Dumac, Inc. 4
Boston Family Office Llc 4
Banque Transatlantique SA 4
Lee Capital Management LP 4
Resource Management, LLC 4
Brooklands Fund Management Ltd 4
Winthrop Partners - Wny, Llc 4
Rossmore Private Capital 4
Burleson & Company, LLC 4
Kite Lake Capital Management (uk) Llp 4
Bayforest Capital Ltd 4
CBIZ Investment Advisory Services, LLC 4
Factorial Partners, Llc 4
F3Logic, LLC 4
De Burlo Group Inc 4
Frontier Investment Mgmt Co 4
Elmwood Wealth Management, Inc. 4
Change Path, LLC 4
Kg Funds Management, Llc 4
Peachtree Investment Advisors, Inc. 4
Lafayette Investments, Inc. 4
Howard Capital Management Inc. 4
Nicola Wealth Management Ltd. 4
Capital Investment Advisory Services, LLC 4
Minichmacgregor Wealth Management, Llc 4
Sandia Holdings, LLC 4
HBC Financial Services, PLLC 4
Boenning & Scattergood, Inc. 4
Grosvenor Holdings, L.l.c. 4
Copeland Capital Management, LLC 4
Miles Capital, Inc. 4
Equitable Holdings, Inc. 4
WealthTrak Capital Management LLC 4
Wakefield Asset Management LLLP 4
Redhawk Wealth Advisors, Inc. 4
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 4
Key Square Capital Management LLC 4
Hughes Financial Services, LLC 4
Elgethun Capital Management 4
Lavaca Capital Llc 4
JT Stratford LLC 4
Northwest Wealth Management, Llc 4
Inlet Private Wealth, LLC 4
Graves-Light Private Wealth Management, Inc. 4
Nkcfo Llc 4
Signet Investment Advisory Group, Inc. 4
Abbrea Capital, LLC 4
Schwartz Investment Counsel Inc 4
Cordatus Wealth Management LLC 4
One68 Global Capital, LLC 4
Proffitt & Goodson Inc 4
Beck Capital Management, Llc 4
Coastal Capital Group, Inc. 4
Rubric Capital Management LP 4
Community Capital Management, Inc. 4
Abc Arbitrage Sa 4
Mascoma Wealth Management LLC 4
First National Bank of South Miami 4
Aveo Capital Partners, LLC 4
Avantax Advisory Services, Inc. 4
Magnus Financial Group LLC 4
Rokos Capital Management LLP 4
Telos Capital Management, Inc. 4
Clearwater Capital Advisors, LLC 4
Ostrum Asset Management U.s., Llc 4
Morningstar Investment Management LLC 4
Global Wealth Management Investment Advisory, Inc. 4
Meridian Wealth Advisors, LLC 4
Jeereddi Investments, LP 4
Pvg Asset Management Corp 4
Noked Israel Ltd 4
Avanza Fonder AB 4
Leisure Capital Management 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 4
H2o Am Llp 4
Cedar Wealth Management, LLC 4
Voleon Capital Management Lp 4
Aequim Alternative Investments LP 4
Rikoon Group, LLC 4
Peregrine Capital Management Llc 4
Well Done, LLC 4
Corrado Advisors, Llc 4
Tesco Pension Investment Ltd 4
Birch Grove Capital LP 4
BCONX - Perpetual Americas Funds Trust - Barrow Hanley Credit Opportunities Fund Institutional Shares 4
BFRNX - Perpetual Americas Funds Trust - Barrow Hanley Floating Rate Fund Institutional Shares 4
Aegon Asset Management Uk Plc 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 4
Sterneck Capital Management, LLC 4
Patriot Investment Management Inc. 4
Gq Asset Management, Llc 4
Touradji Capital Management, Lp 4
RBA Wealth Management, LLC 4
JBJ Investment Partners, LLC 4
Transform Wealth, LLC 4
Patton Fund Management, Inc. 4
Clear Creek Financial Management, LLC 4
Hatteras Alternative Mutual Funds, LLC 4
Corsair Opportunity Fund 4
Horizon Investment Services, LLC 4
Us Financial Advisors, Llc 4
Virtus Insight Trust 4
Columbia Funds Variable Insurance Trust I 4
Soros Capital Management Llc 4
Yellowstone Partners, LLC 4
Achievement Holdings L.P. 4
Aip Series Trust 4
Stonehage Fleming (uk) Ltd 4
Curian Series Trust 4
Braun Stacey Associates Inc 4
Montgomery Street Income Securities, Inc 4
Perkins Investment Management, LLC 4
Carnegie Lake Advisors LLC 4
Schafer Cullen Capital Management Inc 4
Cowen Investment Management LLC 4
Highline Wealth Partners Llc 4
Principia Wealth Advisory, LLC 4
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 4
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
Thomas White International Ltd 4
Axiom International Investors Llc /de 4
IBHK - iSHARES TRUST - iShares iBonds 2031 Term High Yield and Income ETF 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 4
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 4
Farr Miller & Washington Llc/dc 4
Hays Advisory Llc 4
Munder Capital Management 4
Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF 4
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 4
Boussard & Gavaudan Asset Management LP 4
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 4
Ashton Thomas Securities, Llc 4
Roberts Glore & Co Inc /il/ 4
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 4
Park National Corp /oh/ 4
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 4
World Equity Group, Inc. 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
SMITH HAYES Advisers, Inc 4
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 4
Live Oak Private Wealth LLC 4
Gary Goldberg Planning Services Inc 4
Gruss & Co., LLC 4
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF 4
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 4
Sugar Maple Asset Management, LLC 4
Caldwell Securities, Inc 4
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 4
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 4
NOLCX - Northern Funds - Northern Large Cap Core Fund 4
LRI Investments, LLC 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 4
Trellus Management Company, LLC 4
Pier Capital, LLC 4
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 4
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 4
Beech Hill Advisors, Inc. 4
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 4
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 4
American Capital Advisory, LLC 4
WealthCollab, LLC 4
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
Cookson Peirce & Co Inc 4
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 4
Osterweis Capital Management Inc 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 4
PGIM Credit Income Fund 4
NS Partners Ltd 4
Voisard Asset Management Group, Inc. 4
Sumit Capital, Llc 4
CWA Asset Management Group, LLC 4
Lincluden Management Ltd 4
Robotti Robert 4
Oracle Alpha Inc. 4
Palisades Hudson Asset Management, L.P. 4
Central Square Management LLC 4
Omni Partners Llp 4
Keeley Asset Management Corp 4
Signpost Capital Advisors, LP 4
Cardinal Capital Management, Inc. 4
Hutchens Investment Management Inc 4
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 4
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4
Caitlin John, LLC 4
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 4
Alphadyne Asset Management, LLC 4
HHR Asset Management, LLC 4
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 4
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 4
Kodai Capital Management LP 4
New Age Alpha Advisors, LLC 4
Trillium Asset Management, Llc 4
Altarock Partners Llc 4
Vulcan Value Partners, LLC 4
Deimos Asset Management LLC 4
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 4
Olstein Capital Management, L.P. 4
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 4
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 4
Bare Financial Services, Inc 4
Gilliland Jeter Wealth Management LLC 4
Semanteon Capital Management, LP 4
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 4
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 4
Wetzel Investment Advisors, Inc. 4
Rakuten Securities, Inc. 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 High Yield Corporate Bond ETF 4
Lecap Asset Management Ltd 4
Sapient Capital Llc 4
Ninety One SA (PTY) Ltd 4
LB Partners LLC 4
Arena Investors LP 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 4
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
Beacon Financial Group 4
Suffolk Capital Management Llc 4
Dixon Mitchell Investment Counsel Inc. 4
Para Advisors Llc 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 4
Chubb Corp 4
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 4
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 4
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF 4
Burns Matteson Capital Management, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 4
Cna Financial Corp 4
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 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
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 4
JGP Global Gestao de Recursos Ltda. 4
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 4
Veritas Asset Management LLP 4
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) 4
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 4
Arlington Trust Co LLC 4
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
Strategic Financial Concepts, LLC 4
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 4
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 4
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 4
Dunhill Financial, LLC 4
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
Lion Street Advisors, LLC 4
Genus Capital Management Inc. 4
Nemes Rush Group LLC 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 4
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 4
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 4
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 4
Permanens Capital L.P. 4
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 4
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 4
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 4
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 4
Centre Asset Management, LLC 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 4
SeaTown Holdings Pte. Ltd. 4
Brown Shipley& Co Ltd 4
Hatteras Funds, LLC 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 4
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 4
Zrc Wealth Management, Llc 4
Northwestern Mutual Investment Services Llc 4
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 4
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 4
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 4
Steamboat Capital Partners, LLC 4
Family Firm, Inc. 4
Pointe Capital Management LLC 4
Putnam ETF Trust - Putnam ESG Core Bond ETF - 4
Kelly Lawrence W & Associates Inc/ca 4
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 4
Two Creeks Capital Management, LP 4
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 4
Portman Square Capital LLP 4
Fulton Breakefield Broenniman Llc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 4
Conatus Capital Management LP 4
Linden Thomas Advisory Services, LLC 4
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 4
Private Bank & Trust Co 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 4
MML Series Investment Fund II - MML Special Situations Fund Class II 4
Guardian Point Capital, Lp 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
Kula Investments, LLC 4
Strategic Investment Solutions, Inc. /IL 4
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 4
Park Place Capital Corp 4
Allstate Investment Management Co 4
VPVFBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (Unhedged) Administrative 4
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
Freshford Capital Management, LLC 4
Hoplite Capital Management, L.p. 4
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 4
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 4
HRS Investment Holdings, LLC 4
Insigneo Advisory Services, Llc 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 4
Alkeon Capital Management Llc 4
Scion Asset Management, LLC 4
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 4
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 4
Incline Global Management LLC 4
Steadfast Advisors Lp 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 4
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 4
Interval Partners, LP 4
Tyrian Investments, L.P. 4
Washington Capital Management Inc 4
Glass Jacobson Investment Advisors llc 4
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 4
Prince Street Capital Management LLC 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
VitalStone Financial, LLC 4
Guardian Investment Management 4
PENN SERIES FUNDS INC - Quality Bond Fund 4
Prescott Group Capital Management, L.l.c. 4
Fiduciary Alliance LLC 4
Bloom Tree Partners, Llc 4
Trifecta Capital Advisors, LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 4
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 4
Scott & Selber, Inc. 4
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 4
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 4
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 4
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 4
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
Romano Brothers And Company 4
Espalier Global Management LLC 4
ICA Group Wealth Management, LLC 4
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
PGIJX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Short Duration Multi-Sector Bond Fund C 4
Baskin Financial Services Inc. 4
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 4
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 4
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 4
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 4
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 4
Commonwealth Financial Services, LLC 4
Lourd Capital, LLC 4
AO Asset Management, LLC 4
Friedenthal Financial 4
Atreides Management, LP 4
Lgt Capital Partners Ltd. 4
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 4
Guardian Capital Advisors Lp 4
Scarborough Advisors, LLC 4
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 4
Burnham Asset Management Corp /ny/ 4
Miller Howard Investments Inc /ny 4
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 4
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 4
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 4
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 4
Arbor Wealth Management, LLC 4
Argyle Capital Management Inc. 4
Bolton Lp 4
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 4
Ada Investment Management, LP 4
Vise Technologies, Inc. 4
Sound Point Capital Management, LP 4
Fortaleza Asset Management Inc/ 4
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 4
Pensionfund Sabic 4
Sands Capital Management, Llc 4
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 4
Xtx Markets Llc 4
Bahl & Gaynor Inc 4
Cooper Creek Partners Management Llc 4
Offit Capital Advisors Llc 4
PLVTX - PIMCO FUNDS - PIMCO RAE Low Volatility PLUS International Fund Institutional Class 4
My Personal CFO, LLC 4
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 4
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 4
Artemis Wealth Advisors, LLC 4
Emerging Sovereign Group Llc 4
Cavalry Management Group, LLC 4
Householder Group Estate & Retirement Specialist, LLC 4
U S Global Investors Inc 4
Strengthening Families & Communities, LLC 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 4
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 4
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 4
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 4
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 4
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 4
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 4
Lmcg Investments, Llc 4
Simmons Bank 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
Dominick & Dominick LLC 4
Albion Financial Group /ut 4
Blue Clay Capital Management, LLC 4
Wcm Investment Management, Llc 4
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 4
Rise Advisors, LLC 4
High Pointe Capital Management Llc 4
Cascade Investment, L.l.c. 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 4
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 4
M Holdings Securities, Inc. 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
Barings Funds Trust - Barings Diversified Income Fund Class A Shares 4
Sendero Wealth Management, LLC 4
Hiddenite Capital Partners LP 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
Adams Hall Wealth Advisors, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
Repertoire Partners LP 4
Mbb Public Markets I Llc 4
Alta Advisers Ltd 4
Naples Global Advisors, Llc 4
Sender Co & Partners, Inc. 4
Bristlecone Advisors, LLC 4
Ardmore Road Asset Management LP 4
Gerber Kawasaki Wealth & Investment Management 4
Hohimer Wealth Management, Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 4
ULTRA SERIES FUND - High Income Fund Class I 4
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 4
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 4
Paradigm Financial Advisors, LLC 4
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 4
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund 4
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 4
Murphy Capital Management Inc 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
Next Level Private LLC 4
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
Morton Brown Family Wealth, LLC 4
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 4
Buckingham Strategic Partners 4
Verde Servicos Internacionais S.A. 4
Trust Asset Management LLC 4
Profunds - Profund Vp Nasdaq-100 4
Profunds - Profund Vp Technology 4
Profunds - Profund Vp Ultranasdaq-100 4
Cubic Asset Management, LLC 4
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 4
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 4
Kalos Management, Inc. 4
GraniteShares Advisors LLC 4
Cmt Trading Llc 4
OAKGX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Fund Investor Class 4
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 4
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 4
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 4
Congress Wealth Management LLC / DE / 4
Peddock Capital Advisors, Llc 4
Fsb Premier Wealth Management, Inc. 4
Barry Investment Advisors, LLC 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 4
Dendur Capital Lp 4
V Wealth Advisors LLC 4
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 4
Kiltearn Partners LLP 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 4
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 4
WVALX - WEITZ FUNDS - Value Fund - Investor Class 4
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 4
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 4
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 4
Level Financial Advisors, Inc. 4
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 4
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 4
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 4
Sunnymeath Asset Management, Inc. 4
EVBAX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Multisector Income Fund Class A 4
Hourglass Capital, Llc 4
Baillie Gifford & Co 4
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 4
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 4
Butensky & Cohen Financial Security, Inc 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 4
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 4
Capital Management Associates /ny/ 4
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 4
Bracebridge Capital, LLC 4
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
Capital Group Private Client Services, Inc. 4
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 4
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF 4
Dorsal Capital Management, LLC 4
McElhenny Sheffield Capital Management, LLC 4
Thomas J. Herzfeld Advisors, Inc. 4
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 4
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 4
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 4
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A 4
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 4
EFG Asset Management (Americas) Corp. 4
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 4
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 4
Border to Coast Pensions Partnership Ltd 4
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 4
BloombergSen Inc. 4
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 4
Delos Wealth Advisors, LLC 4
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 4
PNC Managed Account Solutions, Inc. 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 4
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 4
VVSCX - VALIC Co I - Small Cap Value Fund 4
North American Management Corp 4
Saba Capital Management, L.P. 4
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 4
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 4
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 4
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 4
McNamara Financial Services, Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 4
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 4
Martin Currie Ltd 4
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 4
Invst, LLC 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 4
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 4
SUBZ - Listed Funds Trust - Roundhill Streaming Services & Technology ETF 4
NB Crossroads Private Markets Access Fund LLC 4
Sierra Capital LLC 4
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
FSA Wealth Management LLC 4
First Business Financial Services, Inc. 4
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 4
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 4
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 4
O'Neil Global Advisors, Inc. 4
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 4
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 4
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 4
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 4
Hudson Portfolio Management LLC 4
Needham Investment Management Llc 4
Chemical Bank 4
Optimal Asset Management, Inc. 4
Hilton Capital Management, LLC 4
Madison Scottsdale, LC 4
Silver Bridge Capital Management LLC 4
Endex Capital Management Llc 4
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 4
Soditic Asset Management LLP 4
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 4
TGFTX - TCW FUNDS INC - TCW Artificial Intelligence Equity Fund Class I 4
Mount Lucas Management LP 4
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 4
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 4
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 4
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 4
Coppell Advisory Solutions LLC 4
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 4
IYW - iSHARES TRUST - iShares U.S. Technology ETF 4
InterOcean Capital, LLC 4
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 4
Quantum Capital Management 4
Sterne Agee Group, Inc. 4
Westover Capital Advisors, LLC 4
EMC Capital Management 4
GURU - Global X Funds - Global X Guru Index ETF 4
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 4
HS Management Partners, LLC 4
Kowal Investment Group, LLC 4
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 4
Icc Capital Management Inc/ 4
Safeguard Investment Advisory Group, LLC 4
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 4
Fiduciary Services Corp/ga 4
FJNK - Pacific Global ETF Trust - Pacific Global Focused High Yield ETF 4
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 4
NinePointTwo Capital 4
Standard Family Office LLC 4
Capital Impact Advisors, LLC 4
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 4
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 4
Force Capital Management LLC 4
Family Management Corp 4
Tradition Wealth Management, LLC 4
Ziegler Capital Management, LLC 4
CoreFirst Bank & Trust 4
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 4
True Link Financial Advisors, LLC 4
Berry Street Capital Management LLP 4
Alken Asset Management Ltd. 4
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 4
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 4
TCG Advisory Services, LLC 4
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 4
Wavelength Asset Management LLC 4
Zenit Asset Management AB 4
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 4
Premier Asset Management Llc 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 4
NewGen Asset Management Ltd 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 4
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 4
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
Golden State Equity Partners 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 4
RWM Asset Management, LLC 4
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 4
TCPIX - Profunds - Telecommunications Ultrasector Profund Investor Class 4
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 4
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 4
Carret Asset Management, Llc 4
Founders Financial Securities Llc 4
Rit Capital Partners Plc 4
Deane Retirement Strategies, Inc. 4
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 4
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 4
Stableford Capital Ii Llc 4
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 4
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 4
Financial Sense Advisors, Inc. 4
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 4
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 4
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 4
Future Financial Wealth Managment LLC 4
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
McClarren Financial Advisors, Inc. 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 4
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 4
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 4
GoalVest Advisory LLC 4
Zwj Investment Counsel Inc 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
Morgan Dempsey Capital Management Llc 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
Live Your Vision, LLC 4
Crescent Capital Consulting, LLC 4
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 4
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 4
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 4
Cambiar Investors Llc 4
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
Majedie Asset Management Ltd 4
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 4
BKD Wealth Advisors, LLC 4
Intersect Capital LLC 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Bridgewater Wealth & Financial Management, LLC 4
Signature Financial Management, Inc. 4
Duff & Phelps Investment Management Co 4
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 4
AlphaCore Capital LLC 4
Platform Technology Partners 4
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 4
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 4
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 4
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 4
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 4
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 4
Montrusco Bolton Investments Inc. 4
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 4
Kestra Private Wealth Services, Llc 4
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 4
Orinda Asset Management LLC 4
Alerus Investment Advisors Corp 4
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 4
Financial Advantage, Inc. 4
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 4
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 4
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 4
Sound Shore Management Inc /ct/ 4
PNVAX - PUTNAM INVESTMENT FUNDS - Putnam International Capital Opportunities Fund Class A Shares 4
King Investment Advisors Inc/tx 4
Comerica Securities Inc 4
Accuvest Global Advisors 4
Cazenove Capital Management Ltd 4
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 4
Haber Trilix Advisors, Lp 4
United Asset Strategies, Inc. 4
Consolidated Investment Group LLC 4
StellarOne CORP 4
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 4
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 4
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 4
Karsch Capital Management Lp 4
FormulaFolio Investments, LLC 4
Scotia Asset Management L.P. 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 4
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 4
Gratus Capital LLC 4
Atlas Private Wealth Advisors 4
Taylor Wealth Management Partners 4
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 4
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 4
Marathon Asset Management Llp 4
Catawba Capital Management /va 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 4
Waverton Investment Management Ltd 4
Motley Fool Asset Management LLC 4
Elm Advisors, Llc 4
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 4
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 4
American Research & Management Co. 4
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 4
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 4
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 4
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 4
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 4
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 4
Buckingham Capital Management, Inc. 4
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 4
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 4
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 4
EWG Elevate Inc. 4
New World Fund Inc 4
Crawford Fund Management, LLC 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
BSW Wealth Partners 4
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 4
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 4
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 4
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 4
Route One Investment Company, L.P. 4
Sls Management Llc 4
Hurley Capital, LLC 4
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 4
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 4
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 4
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 4
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 4
ARGI Investment Services, LLC 4
RiverFront Investment Group, LLC 4
New South Capital Management Inc 4
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 4
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 4
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 4
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 4
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 4
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 4
Gyroscope Capital Management Group, Llc 4
Parasol Investment Management, LLC 4
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 4
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 4
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 4
Boston Common Asset Management, LLC 4
Atticus Wealth Management, Llc 4
Samalin Investment Counsel, LLC 4
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 4
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 4
Steel Peak Wealth Management LLC 4
Integrated Advisors Network LLC 4
Laurel Grove Capital, LLC 4
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 4
Invesco Qqq Trust, Series 1 4
Lord Abbett Credit Opportunities Fund 4
Nuveen High Income 2023 Target Term Fund 4
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 4
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 4
D L Carlson Investment Group Inc 4
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 4
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
London Co Of Virginia 4
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 4
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 4
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 4
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 4
MONTX - MONETTA TRUST - Monetta Fund 4
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 4
Us Global Investors Funds 4
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
Nuveen S&p 500 Buywrite Income Fund 4
Blackrock Science & Technology Trust 4
Ssga Master Trust 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 4
Armistice Capital, Llc 4
Cornerstone Strategic Value Fund Inc 4
Barings Global Short Duration High Yield Fund 4
Oppenheimer Integrity Funds 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 4
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 4
Nuveen Multi-market Income Fund 4
Wilkins Investment Counsel Inc 4
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 4
Madison Covered Call & Equity Strategy Fund 4
Stonehill Capital Management Llc 4
Dg Capital Management Inc 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 4
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 4
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 4
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 4
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 4
Oppenheimer Corporate Bond Fund 4
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 4
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 4
Oppenheimer International Growth Fund 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
Buckhead Capital Management Llc 4
Inscription Capital, LLC 3
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 3
Three Bays Capital Lp 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 3
Grimes & Company, Inc. 3
Oder Investment Management, LLC 3
WealthStone, Inc. 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
Blue Door Asset Management, LLC 3
Scoria Capital Partners LP 3
Aft, Forsyth & Company, Inc. 3
Morgens Waterfall Vintiadis & Co Inc 3
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 3
Melqart Asset Management (uk) Ltd 3
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 3
Deutsche Global High Income Fund, Inc. 3
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 3
Apexium Financial, Lp 3
North Fourth Asset Management, LP 3
Gruber & Mcbaine Capital Management Llc 3
Capital Wealth Alliance, LLC 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 3
Paradigm Financial Partners, Llc 3
Insight Advisors, LLC/ PA 3
Anderson Hoagland & Co 3
Investment House Llc 3
Breakline Capital Llc 3
Strategic Capital Group LLC 3
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 3
Sora Investors Llc 3
Neville Rodie & Shaw Inc 3
Doheny Asset Management /ca 3
James Hambro & Partners 3
Myriad Asset Management Ltd. 3
Sterling Financial Planning, Inc. 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
Cornerstone Capital Management Llc 3
Carderock Capital Management Inc 3
Disciplined Equity Management, Inc. 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
Everett Capital Advisors UK LLP 3
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 3
Tiaa Cref Trust Co Fsb/mo 3
Welch Capital Partners Llc/ny 3
Merrion Investment Management Co, LLC 3
Beacon Capital Management, LLC 3
Aberdeen Funds - Aberdeen Income Builder Fund Class A 3
1620 Investment Advisors, Inc. 3
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
Wd Rutherford Llc 3
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 3
Spearhead Capital Advisors, Llc 3
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 3
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 3
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 3
Wheatland Advisors Inc 3
Advent Claymore Convertible Securities & Income Fund Ii 3
Concentric Capital Strategies, LP 3
SageView Advisory Group, LLC 3
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 3
Atalan Capital Partners, LP 3
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF 3
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 3
Source Capital Inc /de/ 3
Aspen Grove Capital, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 3
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 3
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 3
Kohmann Bosshard Financial Services, LLC 3
Himension Fund 3
Intermede Investment Partners Ltd 3
Pratt Collard Advisory Partners LLC 3
Providence First Trust Co 3
Worth Asset Management, LLC 3
Sullivan, Bruyette, Speros & Blaney, LLC 3
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 3
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF 3
Phoenix Wealth Advisors 3
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 3
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 3
Seven Harbour Global, LP 3
Journey Strategic Wealth Llc 3
Armstrong Advisory Group, Inc 3
Wealth Quarterback LLC 3
New England Capital Financial Advisors LLC 3
Sarissa Consulting Llc 3
Kilter Group LLC 3
BancorpSouth Bank 3
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 3
Old North State Trust, LLC 3
Excalibur Management Corp 3
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 3
Unison Asset Management LLC 3
Creative Capital Management Investments LLC 3
Carillon Tower Advisers, Inc. 3
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 3
SIG North Trading, ULC 3
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
Deutsche Value Series, Inc 3
Amplify ETF Trust - Amplify AI Powered Equity ETF 3
Windward Capital Management Co /ca 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
Samson Rock Capital LLP 3
First American Trust, Fsb 3
Selway Asset Management 3
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 3
QVT Financial LP 3
Lederer & Associates Investment Counsel/ca 3
Nasdaq Premium Income & Growth Fund Inc. 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
ACREX - Investment Managers Series Trust II - ACR International Quality Return (IQR) Fund Class I Shares 3
ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares 3
Chemung Canal Trust Co 3
Meitav Dash Investments Ltd 3
Godsey & Gibb Associates 3
Sawgrass Asset Management Llc 3
Farmers & Merchants Trust Co of Chambersburg PA 3
Zevin Asset Management Llc 3
Northside Capital Management, LLC 3
Hyman Charles D 3
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 3
Madison Asset Management, LLC 3
Pier 88 Investment Partners Llc 3
KKR Credit Advisors (US) LLC 3
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 3
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 3
Chesapeake Asset Management Llc 3
DB Wealth Management Group, LLC 3
Rangeley Capital, LLC 3
Moseley Investment Management Inc 3
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 3
Epacria Capital Partners, Llc 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 3
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 3
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
United Bank 3
Lansforsakringar Fondforvaltning AB (publ) 3
Stenahm Asset Managment Ltd 3
Comerica Securities,inc. 3
Laidlaw Wealth Management LLC 3
Morgan Stanley Emerging Markets Fund Inc 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 3
TENG - Direxion Shares ETF Trust - Direxion Daily 5G Communications Bull 2X Shares 3
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 3
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 3
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 3
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 3
Thompson Investment Management, Inc. 3
DeDora Capital, Inc. 3
Arjuna Capital 3
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 3
Rpo Llc 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 3
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Lodge Hill Capital, LLC 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
Mascagni Wealth Management, Inc. 3
Towerview Llc 3
TriaGen Wealth Management LLC 3
Herbst Group, Llc 3
William Blair Investment Management, Llc 3
Morgan Stanley India Investment Fund, Inc. 3
JIII - Janus Detroit Street Trust - Janus Henderson Income ETF 3
Arvest Bank Trust Division 3
Gamble Jones Investment Counsel 3
Country Club Trust Company, n.a. 3
High Note Wealth, LLC 3
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 3
Peoples Bank /oh 3
Matthew 25 Management Corp 3
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 3
Element Pointe Advisors, Llc 3
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 3
Tt International 3
McKinley Carter Wealth Services, Inc. 3
Cascade Investment Advisors, Inc. 3
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 3
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 3
Buckley Wealth Management, LLC 3
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 3
St. James Investment Company, LLC 3
Horrell Capital Management, Inc. 3
SignalPoint Asset Management, LLC 3
Grandview Asset Management LLC 3
PIMCO Energy & Tactical Credit Opportunities Fund 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 3
Chicago Capital Management, LLC 3
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 3
Vanguard Chester Funds 3
Stralem & Co Inc 3
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 3
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 3
PayPay Securities Corp 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
Cladis Investment Advisory, LLC 3
Genesis Investment Management, LLP 3
Greater India Portfolio - Greater India Portfolio 3
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 3
Hillhouse Capital Management, Ltd. 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
Hoey Investments, Inc 3
Tiger Veda Management Llc 3
Empirical Asset Management, LLC 3
Northeast Investment Management 3
Reinhart Partners, Inc. 3
Isi Strategy Fund Inc 3
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 3
Cypress Funds Llc 3
Lipe & Dalton 3
GQG Partners LLC 3
Saturna Capital CORP 3
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 3
Summit Financial Wealth Advisors, LLC 3
Arrowgrass Capital Partners Llp 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
Cornerstone Wealth Group, LLC 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
Beacon Pointe Wealth Advisors, Llc 3
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 3
Northstar Group, Inc. 3
Sterling Capital Variable Insurance Funds 3
Meeder Advisory Services, Inc. 3
Accel Wealth Management 3
Mitchell Mcleod Pugh & Williams Inc 3
Nantahala Capital Management, LLC 3
Biltmore Wealth Management, LLC 3
Investmark Advisory Group LLC 3
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 3
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 3
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 3
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 3
Monument Capital Management 3
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 3
Nippon Life Global Investors Americas, Inc. 3
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
PFG Private Wealth Management, LLC 3
Axiom Advisory, LLC 3
Trium Capital LLP 3
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 3
Smith, Graham & Co., Investment Advisors, LP 3
EdgePoint Investment Group Inc. 3
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF 3
Chescapmanager LLC 3
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 3
New Capital Management LP 3
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 3
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
CALIFORNIA FIRST LEASING Corp 3
Searchlight Capital Partners, L.P. 3
Ally Financial Inc. 3
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 3
Smith & Howard Wealth Management, LLC 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 3
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 3
Cullinan Associates Inc 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
Renaissance Group Llc 3
Henderson Global Funds 3
Brenner West Capital Advisors, LLC 3
AdvisorShares Investments LLC 3
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 3
Windsor Capital Management, LLC 3
Wealth Architects, LLC 3
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 3
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 3
Cohen Lawrence B 3
SRS Investment Management, LLC 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
MKP Capital Management, L.L.C. 3
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 3
Fpr Partners Llc 3
272 Capital LP 3
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 3
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 3
Hodges Capital Management Inc. 3
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 3
Fagan Associates, Inc. 3
Flossbach Von Storch Ag 3
Condor Capital Management 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
Davidson Kempner Partners 3
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 3
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 3
Morgan Creek Global Equity Long/short Institutional Fund 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
Rock Creek Group, LP 3
Telluride Asset Management LLC 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
Putnam High Income Securities Fund 3
Wellington Global Multi-Strategy Fund 3
Barings Participation Investors 3
Liberty All Star Equity Fund 3
Means Investment Co., Inc. 3
Franklin Mutual Recovery Fund 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
S&t Bank/pa 3
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 3
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 3
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 3
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 3
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 3
Hedeker Wealth, LLC 3
Numen Capital LLP 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 3
Madison Wealth Management 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 3
Cooper Financial Group 3
Madison Investment Advisors, LLC 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
Plimoth Trust Co Llc 3
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 3
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 3
Stonegate Investment Group, LLC 3
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 3
Iberiabank Corp 3
DIAVX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Inflation Adjusted Securities Fund Investor Shares 3
Fortis Capital Management LLC 3
Bedell Frazier Investment Counseling, LLC 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
Chesley Taft & Associates LLC 3
Bragg Financial Advisors, Inc 3
Fries Michael T 3
Klingenstein Fields & Co Lp 3
Train Babcock Advisors Llc 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
Ritter Daniher Financial Advisory LLC / DE 3
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 3
Principle Wealth Partners Llc 3
American Capital Management Inc 3
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 3
Frontier Capital Management Co Llc 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 3
Calixto Global Investors, LP 3
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 3
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 3
Cannell Capital Llc 3
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 3
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 3
Vernier Capital Partners, Lp 3
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
Fs Multi-alternative Income Fund 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
Vantage Financial Partners Ltd., Inc. 3
WP Advisors, LLC 3
T. Rowe Price Investment Management, Inc. 3
Princeton Portfolio Strategies Group LLC 3
Steben Alternative Investment Funds 3
Centric Wealth Management 3
Welch Group, LLC 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 3
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 3
KAMES CAPITAL plc 3
BNDS - Series Portfolios Trust - Infrastructure Capital Bond Income ETF 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
Cupps Capital Management, LLC 3
Hudson Valley Investment Advisors Inc /adv 3
Te Ahumairangi Investment Management Ltd 3
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 3
Value Partners Investments Inc. 3
McGlone Suttner Wealth Management, Inc. 3
Ten Capital Wealth Advisors, LLC 3
VSM Wealth Advisory, LLC 3
Tevis Investment Management 3
Baron Financial Group, LLC 3
Charter Trust Co 3
Walker Asset Management, LLC 3
AidennLair Capital Management LP 3
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 3
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 3
First Pacific Financial 3
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 3
Pettyjohn, Wood & White, Inc 3
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 3
Planned Solutions, Inc. 3
Masso Torrence Wealth Management Inc. 3
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 3
River Wealth Advisors LLC 3
Pinnacle Wealth Advisors 3
BCJ Capital Management, LLC 3
Arrow Capital Management, LLC 3
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 3
Smallwood Wealth Investment Management, LLC 3
Town & Country Bank & Trust CO dba First Bankers Trust CO 3
Pennant Investors, Lp 3
Symphony Financial, Ltd. Co. 3
Tennessee Valley Asset Management Partners 3
Applied Finance Capital Management, LLC 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 3
Long Path Partners LP 3
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 3
Cider Mill Investments LP 3
Wealthsource Partners, Llc 3
HighTower Trust Services, LTA 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3
Carl Domino Inc 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
Courage Capital Management Llc 3
Appaloosa Lp 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
Alhambra Investment Partners LLC 3
Sageworth Trust Co of South Dakota 3
Heritage Wealth Management, Llc 3
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 3
Pegasus Partners Ltd. 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 3
Siemens Fonds Invest GmbH 3
Marvin & Palmer Associates Inc 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
Acap Strategic Fund 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
Bank of New Hampshire 3
Bell Rock Capital Llc 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
Eaton Vance Tax Advantaged Dividend Income Fund 3
Millstone Evans Group, LLC 3
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 3
Nbt Bank N A /ny 3
Castleark Management Llc 3
AMJ Financial Wealth Management 3
Vicus Capital 3
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 3
Surevest, LLC 3
Cypress Capital Group 3
Adelphi Capital LLP 3
Solas Capital Management, LLC 3
Rakuten Investment Management, Inc. 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
WPG Advisers, LLC 3
Walled Lake Planning & Wealth Management, Llc 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
Nuveen Tax-advantaged Dividend Growth Fund 3
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 3
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 3
Powell Investment Advisors, LLC 3
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 3
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 3
Six Columns Capital, Lp 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
Hershey Trust Co 3
CXI Advisors 3
Atlas Brown,Inc. 3
CVAR - ETF Opportunities Trust - Cultivar ETF 3
SummitTX Capital, L.P. 3
Kingfisher Capital LLC 3
Azimuth Capital Management LLC 3
Capital Counsel Llc/ny 3
THY - Northern Lights Fund Trust - Agility Shares Dynamic Tactical Income ETF 3
Biondo Investment Advisors, LLC 3
Randolph Co Inc 3
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 3
Jamison Eaton & Wood Inc /nj 3
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 3
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 3
Stephens Investment Management Group LLC 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 3
Jacobs & Co/ca 3
Canton Hathaway, LLC 3
Regents Of The University Of California 3
Night Owl Capital Management, LLC 3
Opus Trading Fund LLC 3
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 3
Caxton Associates Llp 3
Garde Capital, Inc. 3
Cedar Mountain Advisors, LLC 3
GFI Investment Counsel Ltd. 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
Coolidge Francis L 3
Alight Capital Management LP 3
Egerton Capital Ltd 3
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 3
Mark Morris Et Al 3
HWG Holdings LP 3
Filbrandt Wealth Management, LLC 3
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 3
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF 3
Huber Capital Management LLC 3
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 3
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 3
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 3
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 3
Fernwood Investment Management, LLC 3
Transatlantique Private Wealth Llc 3
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 3
Greystone Managed Investments Inc. 3
Lansdowne Partners Limited Partnership 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 3
Bel Air Investment Advisors Llc 3
Heathbridge Capital Management Ltd. 3
SRB Corp 3
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 3
Andesa Financial Management Inc. 3
Vision Capital Management, Inc. 3
Sabby Management, Llc 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Deutsche High Income Opportunities Fund, Inc. 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 3
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 3
Investidor Profissional Gestao de Recursos Ltda. 3
Retirement Planning Co of New England, Inc. 3
AMCPX - AMCAP FUND - AMCAP FUND Class A 3
LFA - Lugano Financial Advisors SA 3
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
Meadow Creek Wealth Advisors Llc 3
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 3
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 3
Sowa Financial Group, Inc. 3
Nuveen High Income November 2021 Target Term Fund 3
Beacon Capital Management, Inc. 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
Shellback Capital, LP 3
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 3
Collaborative Investment Series Trust - TFA Multidimensional Tactical Fund Class I 3
Canandaigua National Bank & Trust Co 3
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 3
RiverPoint Capital Management, LLC 3
Torch Wealth Management LLC 3
Charles Stewart Mott Foundation 3
Brinton Eaton, Llc 3
Allen Operations Llc 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
Clayton Partners LLC 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
Cozad Asset Management Inc 3
Inverness Investment Group, LLC 3
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 3
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
Litespeed Management, L.L.C. 3
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 3
McAdams Wright Ragen, Inc. 3
Foundations Investment Advisors, LLC 3
Donald L. Hagan, LLC 3
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 3
Westbourne Investment Advisors, Inc. 3
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 3
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A 3
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 3
Bright Rock Capital Management, Llc 3
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 3
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
Ksa Capital Management, Llc 3
Covenant Multifamily Offices, LLC 3
Bridgewater Advisors Inc. 3
Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II 3
Giverny Capital Inc. 3
Avitas Wealth Management LLC 3
Potomac Capital Management, Inc. 3
ACK Asset Management LLC 3
Claymore Exchange-traded Fund Trust 2 3
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 3
Morse Asset Management, Inc 3
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II 3
Wolf Group Capital Advisors 3
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 3
Parsec Financial Management, Inc. 3
Ami Asset Management Corp 3
American Money Management, LLC 3
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 3
Cunning Capital Partners, LP 3
Kora Management LP 3
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 3
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 3
Weatherly Asset Management L. P. 3
Alpine Global Dynamic Dividend Fund 3
Gries Financial Llc 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
Schechter Investment Advisors, LLC 3
Advantage Advisers Xanthus Fund, L.l.c. 3
Czech National Bank 3
Schneider Downs Wealth Management Advisors, LP 3
NINE MASTS CAPITAL Ltd 3
GSB Wealth Management, LLC 3
WESPAC Advisors, LLC 3
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 3
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 3
Cox Capital Mgt LLC 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
Edge Capital Group, LLC 3
Plato Investment Management Ltd 3
Capital Advisory Group Advisory Services, LLC 3
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 3
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 3
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 3
Domani Wealth, LLC 3
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 3
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 3
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 3
Kempen Capital Management N.v. 3
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 3
O'Dell Group, LLC 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
Smithwood Advisers, L.P. 3
Integrated Quantitative Investments LLC 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
Howard Wealth Management, Llc 3
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 3
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
Polymer Capital Management (US) LLC 3
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 3
New Wave Wealth Advisors Llc 3
Harrington Investments, INC 3
Artal Group S.A. 3
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
First Wilshire Securities Management Inc 3
Killen Group Inc 3
Argent Trust Company, N.a. 3
Frazier Financial Advisors, LLC 3
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 3
Oberndorf William E 3
Abich Financial Wealth Management LLC 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
Callahan Advisors, LLC 3
Vazirani Asset Management LLC 3
VCIGX - VALIC Co I - Dividend Value Fund 3
Busey Wealth Management 3
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 3
Fort Point Capital Partners LLC 3
Atlantic Edge Private Wealth Management, LLC 3
Kensico Capital Management Corp 3
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 3
Maj Invest Holding A/S 3
Skba Capital Management Llc 3
JNE Partners LLP 3
Cat Rock Capital Management Lp 3
Atlanta Capital Management Co L L C 3
Better Money Decisions, LLC 3
First Heartland Consultants, Inc. 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
Sylebra Capital Ltd 3
Sycale Advisors (NY) LLC 3
Hermes Investment Management Ltd 3
Smithbridge Asset Management Inc/de 3
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 3
EastBay Asset Management, LLC 3
Altium Wealth Management LLC 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
Oliver Luxxe Assets LLC 3
Mechanics Bank Trust Department 3
Bessemer Securities Llc 3
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 3
Dixon Hubard Feinour & Brown Inc/va 3
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 3
Pure Financial Advisors, Inc. 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 3
Ilex Capital Partners (UK) LLP 3
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
Transce3nd, LLC 3
Unique Wealth Strategies, LLC 3
Ipswich Investment Management Co., Inc. 3
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 3
Dean Investment Associates, Llc 3
Goodnow Investment Group, Llc 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 3
Europacific Growth Fund 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
Sentry LLC 3
BlueSpruce Investments, LP 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
GM Advisory Group, Inc. 3
Arete Wealth Advisors, LLC 3
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
Kathleen S. Wright Associates Inc. 3
Mandatum Life Insurance Co Ltd 3
St. Louis Trust Co 3
Financial Enhancement Group LLC 3
HighMark Wealth Management LLC 3
Missouri Trust & Investment Co 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
Cullen Investment Group, Ltd. 3
Sand Hill Global Advisors, LLC 3
Security National Bank 3
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 3
aeris Capital Holding GmbH 3
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 3
Boston Financial Mangement Llc 3
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
Lionstone Capital Management LLC 3
Longview Partners (Guernsey) LTD 3
Cortex Capital Management LLC 3
University Of Texas/texas Am Investment Managment Co 3
First Long Island Investors, LLC 3
Quadrature Capital LLP 3
Kernodle & Katon Asset Management Group, LLC 3
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 3
Braun-Bostich & Associates Inc. 3
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A 3
Radcliffe Capital Management, L.P. 3
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
Mango Investments LLC 3
Keel Point, LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 3
Lynch Asset Management, Inc. 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
One Fin Capital Management LP 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
Patton Albertson Miller Group, Llc 3
Oppenheimer Developing Markets Fund 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 3
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
American Trust 3
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 3
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 3
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 3
LM Advisors LLC 3
Greatmark Investment Partners, Inc. 3
Benchmark Capital Advisors 3
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 3
MorganRosel Wealth Management, LLC 3
Cahill Financial Advisors Inc 3
Mayflower Financial Advisors, LLC 3
Vista Investment Management 3
Inherent Group, Lp 3
Ifrah Financial Services, Inc. 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
Ares Management Llc 3
Ruane, Cunniff & Goldfarb L.P. 3
Yarbrough Capital, LLC 3
Investment Centers Of America Inc 3
Deutsche High Income Trust 3
BKM Wealth Management, LLC 3
ICICI Prudential Asset Management Co Ltd 3
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 3
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 3
Northwest Quadrant Wealth Management, LLC 3
Financial Perspectives, Inc 3
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 3
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 3
Sureview Capital Llc 3
Connecticut Wealth Management, LLC 3
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 3
Newfoundland Capital Management 3
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 3
Quantessence Capital LLC 3
Oppenheimer Equity Fund 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
Westwood Management Corp /il/ 3
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 3
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 3
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 3
Astrantus Ltd 3
Bard Financial Services, Inc. 3
Everhart Financial Group, Inc. 3
VSR Financial Services, Inc. 3
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 3
SMRI - EA Series Trust - Bushido Capital US Equity ETF 3
Exchange Capital Management, Inc. 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
Systematic Portfolios LLC 3
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
IronBridge Private Wealth, LLC 3
Brown, Lisle/cummings, Inc. 3
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 3
FundVantage Trust - Polen Growth & Income Fund Institutional Class 3
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 3
Tran Capital Management, L.p. 3
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 3
Gardner Russo & Quinn Llc 3
Quadcap Wealth Management, LLC 3
Makaira Partners LLC 3
One River Asset Management, LLC 3
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 3
Valley Brook Capital Group, Inc. 3
QLD - PROSHARES TRUST - ProShares Ultra QQQ 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Newhouse Broadcasting Corp 3
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 3
City State Bank 3
Investment Management Associates Inc /adv 3
Sphera Funds Management Ltd. 3
Comprehensive Financial Consultants Institutional, Inc. 3
Armstrong Henry H Associates Inc 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
Meghalaya Partners, L.p. 3
Quaker Wealth Management, LLC 3
Lombard Odier & Cie (Canada), Limited Partnership 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Asset Management Group, Inc. 3
Engine Capital Management, LP 3
AlTi Global, Inc. 3
Zweig Advisers Llc 3
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3
Teachers Insurance & Annuity Association Of America 3
DDJRX - FundVantage Trust - Polen Opportunistic High Yield Fund Investor Class 3
Savoie Capital LLC 3
ROM - PROSHARES TRUST - ProShares Ultra Technology 3
Amcap Fund 3
Thornmark Asset Management Inc. 3
Guidance Point Advisors, LLC 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
44 Wealth Management Llc 3
Advanced Series Trust - Ast Mid-cap Growth Portfolio 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
Nuveen Global Equity Income Fund 3
Capital Wealth Planning, LLC 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
Qrg Capital Management, Inc. 3
Piermont Capital Management LLC 3
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 3
Envestnet Portfolio Solutions, Inc. 3
Pelorus Jack Capital, L.p. 3
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 3
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 3
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 3
Okabena Investment Services Inc 3
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 3
Terra Nova Asset Management LLC 3
Varma Mutual Pension Insurance Co 3
Carolina Wealth Advisors, LLC 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
Turner Funds 3
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 3
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Old Point Trust & Financial Services N A 3
Legacy Private Trust Co. 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
OmniStar Financial Group, Inc. 3
Stelac Advisory Services LLC 3
Summit Partners Public Asset Management, Llc 3
Fma Advisory Inc 3
Sleep, Zakaria & CO Ltd. 3
Capital Directions Investment Advisors, LLC 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 3
Ardsley Advisory Partners Lp 3
PSDM - PGIM ETF TRUST - PGIM Short Duration Multi-Sector Bond ETF 3
Oppenheimer Global Fund 3
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund 3
Finepoint Capital LP 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
Sentinel Variable Products Trust 3
American Independence Financial Services LLC 3
Lyons Wealth Management, LLC. 3
Barington Capital Group, L.p. 3
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 3
1st Source Bank 3
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 3
AllianzGI Artificial Intelligence & Technology Opportunities Fund 3
Doliver Advisors, Lp 3
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 3
Makena Capital Management Llc 3
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 3
Conservest Capital Advisors, Inc. 3
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 3
XTL - SPDR SERIES TRUST - SPDR(R) S&P(R) Telecom ETF 3
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 3
John Hancock Funds II - Science & Technology Fund Class NAV 3
Xai Octagon Floating Rate & Alternative Income Term Trust 3
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 3
Indiana Trust & Investment Management CO 3
Haverford Financial Services, Inc. 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
Union Bancaire Privee, UBP SA 3
Headinvest, Llc 3
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 3
Minot DeBlois Advisors LLC 3
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 3
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 3
MQRAX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class A Shares 3
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 3
Keebeck Wealth Management, LLC 3
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 3
Hartline Investment Corp/ 3
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 3
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 3
Sarbit Advisory Services Inc. 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 3
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 3
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 3
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 3
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 3
Sprott Inc. 3
Swift Run Capital Management, LLC 3
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 3
Anderson Financial Strategies, LLC 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3
MBEQX - M FUND INC - M International Equity Fund 3
Bbr Partners, Llc 3
Total Investment Management Inc 3
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 3
Coastline Trust Co 3
Campbell Newman Asset Management Inc 3
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
NWK Group, Inc. 3
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
DGS Capital Management, LLC 3
Kozak & Associates, Inc. 3
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 3
Wayfinding Financial, LLC 3
Clarius Group, LLC 3
Fine Capital Partners, L.P. 3
AlphaCentric Advisors LLC 3
APSAX - Columbia Funds Series Trust II - Columbia Inflation Protected Securities Fund Class A 3
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 3
Advisors Capital Management, LLC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 3
Colonial River Wealth Management, LLC 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
Kendall Capital Management 3
Arlington Value Capital, LLC 3
Crews Bank & Trust 3
Legend Financial Advisors, Inc. 3
Archer Capital Management, L.P. 3
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 3
FXIEX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series TE Series TE 3
Elevation Series Trust - RiverNorth Patriot ETF 3
Forte Capital Llc /adv 3
Hikari Power Ltd 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
Veritas Investment Management LLP 3
Edinburgh Partners Ltd 3
Sound View Wealth Advisors Group, LLC 3
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 3
Multi-strategy Growth & Income Fund 3
Biltmore Family Office, LLC 3
Acorn Wealth Advisors, LLC 3
Jacobus Wealth Management, Inc. 3
Dearborn Partners Llc 3
Virtue Capital Management, LLC 3
First National Bank Sioux Falls 3
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 3
Cornerstone Financial Partners, LLC 3
Rovida Advisors Inc. 3
Nut Tree Capital Management, LP 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
Foxby Corp. 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
Windsor Financial Group Llc 3
Ailanthus Capital Management, Lp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 3
Alydar Partners Llc 3
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 3
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 3
Maseco Llp 3
IMS Capital Management 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Coyle Financial Counsel LLC 3
Logan Stone Capital, LLC 3
MADDEN SECURITIES Corp 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
Wolf Hill Capital Management, LP 3
Regatta Capital Group, Llc 3
O'Shares Investment Advisers, LLC 3
First National Bank of Mount Dora, Trust Investment Services 3
Portfolio Solutions, LLC 3
Fairfield, Bush & Co. 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
Cadence Bank Na 3
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 3
Genesis Wealth Advisors, LLC 3
Mrj Capital Inc 3
LRT Capital Management, LLC 3
TUSFX - TRANSAMERICA FUNDS - Transamerica UltraShort Bond I 3
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 3
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 3
Consulta Ltd 3
Morgan Stanley Income Securities Inc 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
J. Safra Sarasin Holding AG 3
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 3
Atomi Financial Group, Inc. 3
MYCK - SSGA Active Trust - SPDR SSGA My2031 Corporate Bond ETF 3
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 3
Azzad Asset Management Inc /adv 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 3
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 3
Fullerton Fund Management Co Ltd 3
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 3
Jnl Strategic Income Fund Llc 3
Spinnaker Trust 3
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 3
Anomaly Capital Management, LP 3
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 3
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 3
Net Worth Advisory Group 3
Madden Advisory Services, Inc. 3
Aravt Global Llc 3
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 3
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 3
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 3
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class 3
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 3
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 3
Cs Mckee Lp 3
Wedmont Private Capital 3
Twin Focus Capital Partners, Llc 3
Kingstone Capital Partners Texas, LLC 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 3
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 3
Strategic Investment Management, Llc 3
Concorde Financial Corp 3
Rodgers Brothers Inc. 3
140 Summer Partners LP 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 3
Lion Point Capital, LP 3
Voya Infrastructure, Industrials & Materials Fund 3
LaSalle Street Capital Management, LLC 3
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 3
Tetrem Capital Management Ltd. 3
Community Bank System, Inc. 3
Heron Bay Capital Management 3
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 3
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 3
Bainco International Investors 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
Pineno Levin & Ford Asset Management, Inc. 3
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 3
NFC Investments, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
Eaton Vance Tax Advantaged Global Dividend Income Fund 3
Symons Capital Management Inc 3
Dolan Charles F 3
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 3
RGT Wealth Advisors, LLC 3
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
Isomer Partners LP 3
SWAN Capital LLC 3
DoubleLine ETF Adviser LP 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
Provident Investment Management, Inc. 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
Ashton Thomas Private Wealth, LLC 3
XN Exponent Advisors LLC 3
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 3
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 3
Frank, Rimerman Advisors LLC 3
ABLE Financial Group, LLC 3
STXM - EA Series Trust - Strive Mid-Cap ETF 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 3
Ofi Invest Asset Management 3
DHJJ Financial Advisors, Ltd. 3
Banced Corp 3
Aston Asset Management, LLC 3
Sage Capital Advisors,llc 3
PFG Investments, LLC 3
Paradigm Capital Management Inc/ny 3
Raleigh Capital Management Inc. 3
Cascabel Management LP 3
Wade G W & Inc 3
Fidelis Capital Partners, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 3
Nilsine Partners, LLC 3
Trust Investment Advisors 3
O'Keefe Stevens Advisory, Inc. 3
British Airways Pensions Investment Management Ltd 3
Cornerstone Management, Inc. 3
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 3
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 3
Ulland Investment Advisors, LLC 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
MainStreet Investment Advisors LLC 3
Benefit Street Partners LLC 3
Scholtz & Company, Llc 3
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 3
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 3
Dragoneer Investment Group, LLC 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
FS Global Credit Opportunities Fund 3
Israel Discount Bank Of New York /gfn 3
Saudi Central Bank 3
Narwhal Capital Management 3
Halcyon Offshore Asset Management Llc 3
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 3
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 3
Kamunting Street Capital Management, L.P. 3
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 3
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 3
Mirae Asset Securities (usa) Inc. 3
Sittner & Nelson, Llc 3
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 3
Investors Trust Inc 3
Abner Herrman & Brock Llc 3
Menora Mivtachim Holdings Ltd. 3
Abn Amro Investment Solutions 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
Thoroughbred Financial Services, Llc 3
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 3
SummerHaven Investment Management, LLC 3
Davidson Kempner Capital Management LLC 3
Sigma Capital Management Llc 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
FolioMetrix LLC 3
Clear Investment Research, Llc 3
Atherton Lane Advisers, Llc 3
First Command Advisory Services, Inc. 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
Stillwater Investment Management, LLC 3
Optas, LLC 3
Gyrus Investment Management Inc. 3
RVRB - ADVISORS SERIES TRUST - Reverb ETF 3
PCJ Investment Counsel Ltd. 3
Lynx Investment Advisory 3
Westend Capital Management LLC 3
Six Circles Trust - Six Circles Multi-Strategy Fund 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 3
Synergy Financial Management, LLC 3
Scharf Investments, Llc 3
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 3
Connacht Asset Management LP 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 3
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 3
Charter Oak Capital Management, LLC 3
Rockland Trust Co 3
Roof Eidam & Maycock/adv 3
Hickory Lane Capital Management LP 3
Mediolanum International Funds Ltd 3
Hellman Jordan Management Co Inc /ma/ 3
Morgan Stanley Asia-pacific Fund, Inc. 3
Edgewood Management Llc 3
Atika Capital Management LLC 3
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 3
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 3
Hilltop National Bank 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Benjamin Edwards Inc 3
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 3
Fund Evaluation Group, LLC 3
Adams Diversified Equity Fund, Inc. 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF 3
Beddow Capital Management Inc 3
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
Victory Institutional Funds 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
Mach-1 Financial Group, Inc. 3
Norway Savings Bank 3
DMX - DoubleLine ETF Trust - DoubleLine Multi-Sector Income ETF 3
MBM Wealth Consultants, LLC 3
Stonebridge Financial Group, LLC 3
Acrisure Capital Management, LLC 3
Councilmark Asset Management, LLC 3
Claren Road Asset Management, LLC 3
Private Portfolio Partners Llc 3
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 3
Pinz Capital Management, LP 3
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 3
BlueDrive Global Investors LLP 3
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 3
Humankind Investments LLC 3
Highland Private Wealth Management 3
Bleakley Financial Group, LLC 3
Perennial Investment Partners LTD 3
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 3
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 3
Thames Capital Management Llc 3
Milestone Investment Advisors LLC 3
Compton Capital Management Inc /ri 3
Triarii Capital Management Lp 3
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
Connable Office Inc 3
TPRRX - TRANSAMERICA FUNDS - Transamerica Inflation-Protected Securities R 3
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 3
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 3
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 3
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 3
Harbor Financial Services, Llc 3
Cook & Bynum Capital Management, LLC 3
Mizuho Securities Co. Ltd. 3
Ivy Lane Capital Management, Llc 3
Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class I 3
New Covenant Trust Company, N.A. 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
Lakewood Asset Management LLC 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
Tradewinds Global Investors, LLC 3
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 3
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 3
New Amsterdam Partners Llc/ny 3
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
Pzena Investment Management Llc 3
Gen-Wealth Partners Inc 3
Integrated Wealth Counsel, Llc 3
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 3
Portland Hill Asset Management Ltd 3
Penobscot Investment Management Company, Inc. 3
Clear Point Advisors Inc. 3
Hampton Road Capital Management LP 3
Silicon Valley Capital Partners 3
Builder Investment Group Inc /adv 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
Callan Family Office, LLC 3
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 3
Brick & Kyle, Associates 3
Bar Harbor Trust Services 3
Alpine Total Dynamic Dividend Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
Bck Capital Management Lp 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 3
Dakota Wealth Management 3
First American Bank 3
Trust Co Of Oklahoma 3
Shikiar Asset Management Inc 3
Coppell Advisory Solutions Corp. 3
Crabel Capital Management, LLC 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
Colrain Capital Llc 3
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
Marcato Capital Management Lp 3
Range Financial Group LLC 3
TCTC Holdings, LLC 3